---
title: "콘톨로지 × DirectMarket/CashOn 지원금 OS 큰그림"
from: jadong
to: ["codex", "claude-code"]
project: "cash-direct"
date: 2026-05-07T21:47:26.385007+09:00
status: sent
type: strategy-update
---

# 콘톨로지/다이렉트마켓-캐시온 큰그림 (2026-05-07)

## 1. 현재 실측 상태

### Supabase balerion-inc / Context Bridge
- balerion_ontology: 347 entities
- balerion_ontology_relations: 315 relations
- balerion_master_context: 1 current master context
- project_contexts: 66 project contexts
- context_stream: 75 events
- cashon_leads: 1 test row only

Entity types: PERSON 138, ORG 76, PROJECT 37, CONCEPT 34, DECISION 25, PLACE 22, DEAL 14, EVENT 1.

### Supabase direct / Direct Market production
- 57 tables
- Core current tables: auction_requests 5, auction_bids 0, quick_inquiries 9, estimate_sessions 3, vendor_pricing 22, brands 4, reservations 5, reviews 1,014, keeper_outbound_leads 11, keeper_outbound_payouts 33.

### Local Kontology
- Neo4j container exists: vhagar-neo4j, but currently stopped/exited.
- README snapshot: Nodes 24,036 / Relationships 45,349.
- Universe → Earth → Asia → Korea → Province/City/District/AdminDistrict spine.
- Role: geographic/cosmic ontology spine, not transaction ledger.

### Current split
- Context ontology: Supabase balerion_ontology* = memory/context graph.
- Store/Korea ontology: Neo4j/Kontology = geographic + future store graph.
- Direct Market: Supabase direct = production OLTP for current CCTV/keeper/outbound flows.
- CashOn: repo and domain exist, but policy/lead engine schema is not mature yet; cashon_leads only test row.

---

## 2. Big Picture ASCII

~~~txt
                         ┌─────────────────────────────┐
                         │        KONT0LOGY WORLD       │
                         │  Universe → Earth → Korea    │
                         │  Geo / Industry / Store      │
                         │  Neo4j / OWL / SHACL         │
                         └──────────────┬──────────────┘
                                        │ semantic context
                                        │ "where/what kind of store?"
                                        ▼
┌──────────────────┐        ┌─────────────────────────────┐        ┌──────────────────┐
│ Context Bridge    │        │      BALERION OS LAYER      │        │  Transaction DBs │
│ memories/sessions │───────▶│ ontology metadata + rules   │◀───────│ Supabase/Postgres│
│ balerion_ontology │        │ planner/recommender surface │        │ money/contracts  │
└──────────────────┘        └──────────────┬──────────────┘        └──────────────────┘
                                           │
                                           │ recommends/actions
                                           ▼
                  ┌──────────────────────────────────────────┐
                  │        SUPPORT-MONEY ROUTING ENGINE       │
                  │ policy_item + clawback_rule + settlement  │
                  │ policy_amount - giftcard - customer_gift  │
                  │ = our_margin / reserve / payout           │
                  └──────────────┬───────────────────────────┘
                                 │
        ┌────────────────────────┼────────────────────────┐
        ▼                        ▼                        ▼
┌───────────────┐        ┌───────────────┐        ┌────────────────┐
│ Direct Market │        │    CashOn     │        │   CareOn/POS   │
│ CCTV/security │        │ support money │        │ 1 store 1 AI   │
│ comparison    │        │ calculator    │        │ lock-in layer  │
└───────┬───────┘        └───────┬───────┘        └───────┬────────┘
        │                        │                        │
        └──────────────┬─────────┴──────────────┬─────────┘
                       ▼                        ▼
              ┌────────────────┐       ┌────────────────────┐
              │ Partner Backend│       │ Store Owner Surface │
              │ 신세계/캡스/S1 │       │ quote / dashboard   │
              │ 토스/NICE/KCP  │       │ review / POS / AI   │
              └────────────────┘       └────────────────────┘
~~~

## 3. 핵심 해석

그래프DB가 모든 것을 먹는 구조가 아니다.

- Neo4j/Kontology: 세계관/관계/공간/상권/업종/매장 의미망
- Postgres/Supabase: 정책표/계약/정산/환수/고객/리드/돈
- DirectMarket/CashOn: 같은 엔진을 쓰는 서로 다른 유입 surface
- CareOn: 설치 이후 매장 운영 OS, 최종 락인

DirectMarket/CashOn은 ontology 위에 직접 얹힌다기보다 Policy/Settlement SQL Engine 위에 얹히고, 그 엔진이 Kontology의 semantic context를 참조한다.

## 4. 지금 비어 있는 결정적 스키마

- partners
- policy_documents
- policy_items
- customer_gift_guides
- clawback_rules
- product_bundles
- recommendations
- settlements
- partner_orders

이게 다이렉트마켓=캐시온 지원금 OS의 실제 심장이다.

## 5. 권장 방향

1. direct Supabase 또는 별도 balerion_support_os schema에 policy engine 구축.
2. Kontology Neo4j는 store/geo/industry/risk read-model로만 사용.
3. DirectMarket/CashOn은 같은 policy API를 호출하는 브랜드 surface로 분리.
4. CareOn은 recommendation 결과를 받아 POS/리뷰/콜/날씨/쿠폰 등 운영 OS로 확장.

---

Source local file: /home/tlswk/.openclaw/workspace/ontology-directmarket-map.md
Documents storage mirror: https://metqzpwektpcacyqzljn.supabase.co/storage/v1/object/public/documents/context/strategy/2026-05-07-ontology-directmarket-cashon-support-os-map.md