Generated Context versus Governed State: Functional Conditions for Accountable Longitudinal Clinical Reasoning

arXiv:2608.14804v1 Announce Type: new Abstract: Large language models (LLMs) have become the dominant interface of clinical artificial intelligence, yet the interface they expose (text in, text out, one context window at a time) maintains no explicit, persistent, governed representation of what is currently true about a patient. This paper argues that longitudinal clinical reasoning is a state-estimation problem under partial observability, and that the axis on which clinical AI succeeds or fails is not the fluency of the model reading the record but the governance of the patient state it reasons over. We distinguish generated context from governed state; separate five objects that clinical AI habitually conflates (true state, observations, evidence, belief, and simulated state); define a tiered governance standard against which any clinical AI system can be audited; and show that an operational definition of accountability decomposes into four information requirements: an immutable evidence ledger with awareness-time versioning, a belief state distinct from accumulated evidence, an observation-process model, and claim-level causal typing. We are explicit that this decomposition is analytic rather than a necessity theorem, and that its value is conceptual hygiene: it converts "accountable clinical AI" from a slogan into an audit instrument. A six-level maturity framework separates what a system makes governable from what it can compute, locating current LLM-centric practice at high capability but low maturity. The paper is fully self-contained: the four research questions the framework poses are stated in the introduction, and the conclusion records what the paper establishes toward each; future work develops the buildable core of the architecture and the research program toward full Clinical World Models. No empirical result is claimed here.