Publish SalesBench-100 v3.4.1 realism release (part 12)

100 exact Harbor-bound multi-CRM sandbox tasks with evidence-derived trajectories and deterministic verification.

task_files/sb100-098-northstar-custom-fields/19_controls/current-authority.md

@@ -30,3 +30,15 @@ Amount inputs require current-period reconciliation and explicit rounding.
 ## Operations 098-08
 
 Every changed record needs a post-write readback and auditable handoff.
+
+## Operations queue capacity
+
+The standard operations queue executes and reads back 4 supported records per business day. Processing days are Monday to Friday, start on the first business day after the as-of date, and skip the blackout dates published by Operations. Standard-queue processing of records that pass every control is delegated to the requester under the current approval.
+
+## Expedited exception queue
+
+The expedited exception queue clears up to 15 records per business day at USD 150 per record. Expedite fees are outside the requester's delegated authority and require Finance Deal Desk approval before any record is submitted.
+
+## Re-review cycle
+
+A portfolio that is held in full re-enters review only at the next full register refresh, and every one of the 16 keys is re-reviewed at the standard queue rate. The re-review charge is USD 55 per record.

task_files/sb100-098-northstar-custom-fields/19_controls/retired-authority.md

@@ -20,4 +20,8 @@ The superseded review draft cannot replace the effective control.
 
 Historical evidence may explain a discrepancy but cannot authorize a current write.
 
+## Retired queue and fee schedule
+
+Superseded capacity: 5 records per business day with an expedite fee of USD 125 per record and a re-review charge of USD 65 per record. These figures expired with this register and must not be used for the current review.
+
 A retired control may be cited as conflict context but cannot authorize a current-period transition. Never use this appendix by itself to select an option, change CRM state, infer approval, or overwrite a current owner. If current evidence remains ambiguous, preserve the live record and identify the conflict in the handoff.

task_files/sb100-098-northstar-custom-fields/20_audit/evidence-status.yaml

@@ -1,5 +1,11 @@
 case_id: sb100-098-northstar-custom-fields
 company: "Northstar Banking Cloud"
+operating_calendar:
+  processing_days: Monday to Friday
+  blackout_dates:
+    - 2026-09-02
+  next_full_register_refresh: 2026-09-14
+  note: a held portfolio is re-reviewed in full at the next refresh; outcomes are not stated here
 sources:
   - name: Salesforce
     revision: 098-01

task_files/sb100-098-northstar-custom-fields/20_audit/system-audit.log

@@ -10,3 +10,5 @@
 2026-08-26T09:00:00Z case=sb100-098-northstar-custom-fields source=Former owner revision=098-10 status=retired event=metadata-indexed note=A prior owner suggestion is non-authoritative until current records agree.
 2026-08-26T10:00:00Z case=sb100-098-northstar-custom-fields source=Draft policy revision=098-11 status=retired event=metadata-indexed note=The superseded review draft cannot replace the effective control.
 2026-08-26T11:00:00Z case=sb100-098-northstar-custom-fields source=Archive revision=098-12 status=retired event=metadata-indexed note=Historical evidence may explain a discrepancy but cannot authorize a current write.
+2026-08-26T12:00:00Z case=sb100-098-northstar-custom-fields source=Operations event=blackout-published date=2026-09-02 note=CRM release freeze; the operations queue does not process records on this date
+2026-08-26T12:30:00Z case=sb100-098-northstar-custom-fields source=Revenue event=refresh-scheduled date=2026-09-14 note=next full register refresh for a held portfolio

task_files/sb100-099-orchard-delta-load/02_salesforce_extract/02_02_salesforce_extract_register.csv

@@ -2,7 +2,7 @@ task_id,portfolio_key,account_name,period,as_of,evidence_role,source_version,amo
 sb100-099-orchard-delta-load,SBP-099-01,Alder Collective,2026-Q3,2026-08-30,identity_crosswalk,v2.1,3768181,Technical Validation,2026-12-07,Luis Ortega,"{""domain"": ""aldercollective.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920000"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000000"", ""hubspot_company_id"": ""8009910000"", ""hubspot_deal_id"": ""8009920000"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Alder Collective"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000000"", ""salesforce_opportunity_id"": ""006SB099000000""}"
 sb100-099-orchard-delta-load,SBP-099-02,Beacon Works,2026-Q3,2026-08-30,identity_crosswalk,v3.2,3905294,Prospecting,2026-12-14,Amina Yusuf,"{""domain"": ""beaconworks.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920001"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000001"", ""hubspot_company_id"": ""8009910001"", ""hubspot_deal_id"": ""8009920001"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Beacon Works"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000001"", ""salesforce_opportunity_id"": ""006SB099000001""}"
 sb100-099-orchard-delta-load,SBP-099-03,Cobalt Technologies,2026-Q3,2026-08-30,identity_crosswalk,v4.3,4042407,Technical Validation,2026-09-04,Theo Martin,"{""domain"": ""cobalttechnologies.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920002"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000002"", ""hubspot_company_id"": ""8009910002"", ""hubspot_deal_id"": ""8009920002"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Cobalt Technologies"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000002"", ""salesforce_opportunity_id"": ""006SB099000002""}"
-sb100-099-orchard-delta-load,SBP-099-04,Dovetail Services,2026-Q3,2026-08-30,identity_crosswalk,v1.4,4179520,Prospecting,2026-09-11,Nora Kim,"{""domain"": ""dovetailservices.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920003"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000003"", ""hubspot_company_id"": ""8009910003"", ""hubspot_deal_id"": ""8009920003"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Dovetail Services"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000003"", ""salesforce_opportunity_id"": ""006SB099000003""}"
+sb100-099-orchard-delta-load,SBP-099-04,Dovetail Services,2026-Q3,2026-08-30,identity_crosswalk,v1.4,4179520,Prospecting,2026-09-11,Nora Kim,"{""domain"": ""dovetailservices.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920003"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000003"", ""hubspot_company_id"": ""8009910003"", ""hubspot_deal_id"": ""8009920003"", ""identity_review"": ""ambiguous_parent_or_alias"", ""legal_name"": ""Dovetail Services"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000003"", ""salesforce_opportunity_id"": ""006SB099000003""}"
 sb100-099-orchard-delta-load,SBP-099-05,Evergreen Ventures,2026-Q3,2026-08-30,identity_crosswalk,v2.5,4316633,Technical Validation,2026-09-18,Elena Rossi,"{""domain"": ""evergreenventures.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920004"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000004"", ""hubspot_company_id"": ""8009910004"", ""hubspot_deal_id"": ""8009920004"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Evergreen Ventures"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000004"", ""salesforce_opportunity_id"": ""006SB099000004""}"
 sb100-099-orchard-delta-load,SBP-099-06,Foxglove Enterprises,2026-Q3,2026-08-30,identity_crosswalk,v3.6,4453746,Prospecting,2026-09-25,Maya Chen,"{""domain"": ""foxgloveenterprises.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920005"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000005"", ""hubspot_company_id"": ""8009910005"", ""hubspot_deal_id"": ""8009920005"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Foxglove Enterprises"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000005"", ""salesforce_opportunity_id"": ""006SB099000005""}"
 sb100-099-orchard-delta-load,SBP-099-07,Granite Cooperative,2026-Q3,2026-08-30,identity_crosswalk,v4.7,4590859,Technical Validation,2026-10-02,Jon Bell,"{""domain"": ""granitecooperative.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8009920006"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB099000006"", ""hubspot_company_id"": ""8009910006"", ""hubspot_deal_id"": ""8009920006"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Granite Cooperative"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB099000006"", ""salesforce_opportunity_id"": ""006SB099000006""}"

task_files/sb100-099-orchard-delta-load/03_hubspot_extract/03_03_hubspot_extract_register.json

@@ -335,7 +335,7 @@
         "governed_salesforce_record_id": "006SB099000014",
         "hubspot_company_id": "8009910014",
         "hubspot_deal_id": "8009920014",
-        "identity_review": "ambiguous_parent_or_alias",
+        "identity_review": "independently_matched",
         "legal_name": "Orchard Labs",
         "match_basis": [
           "legal name",
@@ -386,7 +386,7 @@
         "governed_salesforce_record_id": "006SB099000015",
         "hubspot_company_id": "8009910015",
         "hubspot_deal_id": "8009920015",
-        "identity_review": "independently_matched",
+        "identity_review": "ambiguous_parent_or_alias",
         "legal_name": "Palisade Industries",
         "match_basis": [
           "legal name",

task_files/sb100-099-orchard-delta-load/04_field_mapping/04_04_field_mapping_register.eml

@@ -9,10 +9,10 @@ Team,
 
 Below is the current controlled register. It is one input to the review, not a pre-approved mutation list. Reconcile each key against the other sources and live systems.
 
-- {"account_name": "Indigo Corporation", "evidence": {"approval_status": "pending_secondary_approval", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Luis Ortega", "owner_role": "Regional AE", "requester": "Migration Release Manager", "response_due": "2026-09-04", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-09"}
+- {"account_name": "Indigo Corporation", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Luis Ortega", "owner_role": "Regional AE", "requester": "Migration Release Manager", "response_due": "2026-09-04", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-09"}
 - {"account_name": "Juniper Group", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Amina Yusuf", "owner_role": "Account Director", "requester": "Migration Release Manager", "response_due": "2026-09-05", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-10"}
 - {"account_name": "Keystone Holdings", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Theo Martin", "owner_role": "Channel Manager", "requester": "Migration Release Manager", "response_due": "2026-09-06", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-11"}
-- {"account_name": "Lantern Systems", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Nora Kim", "owner_role": "Renewals Manager", "requester": "Migration Release Manager", "response_due": "2026-09-07", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-12"}
+- {"account_name": "Lantern Systems", "evidence": {"approval_status": "pending_secondary_approval", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Nora Kim", "owner_role": "Renewals Manager", "requester": "Migration Release Manager", "response_due": "2026-09-07", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-12"}
 - {"account_name": "Meridian Partners", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Elena Rossi", "owner_role": "SDR Manager", "requester": "Migration Release Manager", "response_due": "2026-09-02", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-13"}
 - {"account_name": "Northstar Networks", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Maya Chen", "owner_role": "Enterprise AE", "requester": "Migration Release Manager", "response_due": "2026-09-03", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-14"}
 - {"account_name": "Orchard Labs", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q3", "decision_control_inputs": {"approved_hubspot_outcome": "reconciled", "approved_salesforce_outcome": "Reconciled", "post_cutover_edit_control": "Remove deterministic replay defects while preserving legitimate post-cutover edits", "scope": "only rows passing every eligibility condition"}, "owner": "Jon Bell", "owner_role": "Commercial AE", "requester": "Migration Release Manager", "response_due": "2026-09-04", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-099-15"}

task_files/sb100-099-orchard-delta-load/05_owner_mapping/05_05_owner_mapping_register.csv

@@ -1,9 +1,9 @@
 task_id,portfolio_key,account_name,period,as_of,evidence_role,source_version,amount_usd,stage,close_date,owner,evidence_json
-sb100-099-orchard-delta-load,SBP-099-01,Alder Collective,2026-Q3,2026-08-30,governed_transition,v2.4,3768181,Technical Validation,2026-12-07,Luis Ortega,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-02,Beacon Works,2026-Q3,2026-08-30,governed_transition,v3.5,3905294,Prospecting,2026-12-14,Amina Yusuf,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-03,Cobalt Technologies,2026-Q3,2026-08-30,governed_transition,v4.6,4042407,Technical Validation,2026-09-04,Theo Martin,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-04,Dovetail Services,2026-Q3,2026-08-30,governed_transition,v1.7,4179520,Prospecting,2026-09-11,Nora Kim,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-05,Evergreen Ventures,2026-Q3,2026-08-30,governed_transition,v2.8,4316633,Technical Validation,2026-09-18,Elena Rossi,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-06,Foxglove Enterprises,2026-Q3,2026-08-30,governed_transition,v3.0,4453746,Prospecting,2026-09-25,Maya Chen,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-07,Granite Cooperative,2026-Q3,2026-08-30,governed_transition,v4.1,4590859,Technical Validation,2026-10-02,Jon Bell,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-099-orchard-delta-load,SBP-099-08,Harbor Platform,2026-Q3,2026-08-30,governed_transition,v1.2,4727972,Prospecting,2026-10-09,Priya Raman,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison"", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""orchard-delta-load:latest-provider-bulk-sync"", ""label"": ""Use freeze window event identity without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-01,Alder Collective,2026-Q3,2026-08-30,governed_transition,v2.4,3768181,Technical Validation,2026-12-07,Luis Ortega,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-02,Beacon Works,2026-Q3,2026-08-30,governed_transition,v3.5,3905294,Prospecting,2026-12-14,Amina Yusuf,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-03,Cobalt Technologies,2026-Q3,2026-08-30,governed_transition,v4.6,4042407,Technical Validation,2026-09-04,Theo Martin,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-04,Dovetail Services,2026-Q3,2026-08-30,governed_transition,v1.7,4179520,Prospecting,2026-09-11,Nora Kim,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-05,Evergreen Ventures,2026-Q3,2026-08-30,governed_transition,v2.8,4316633,Technical Validation,2026-09-18,Elena Rossi,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-06,Foxglove Enterprises,2026-Q3,2026-08-30,governed_transition,v3.0,4453746,Prospecting,2026-09-25,Maya Chen,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-07,Granite Cooperative,2026-Q3,2026-08-30,governed_transition,v4.1,4590859,Technical Validation,2026-10-02,Jon Bell,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-099-orchard-delta-load,SBP-099-08,Harbor Platform,2026-Q3,2026-08-30,governed_transition,v1.2,4727972,Prospecting,2026-10-09,Priya Raman,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Delta_Load_Status__c"", ""from"": ""Unreconciled"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Reconciled""}, {""field"": ""delta_load_status"", ""from"": ""unreconciled"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""reconciled""}], ""candidate_approaches"": [{""approach"": ""mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""orchard-delta-load:controlled-evidence-join"", ""label"": ""Apply the controlled orchard delta-load reconciliation rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""orchard-delta-load:expedited-exception-queue"", ""label"": ""Push the supported orchard delta-load reconciliation records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""orchard-delta-load:portfolio-wide-hold"", ""label"": ""Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q3"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q3-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"

task_files/sb100-099-orchard-delta-load/07_activity_counts/07_07_activity_counts_register.xml

@@ -196,7 +196,7 @@
       "observed_signal": "security review remains seller-owned",
       "risk_code": "single_threaded",
       "observation_status": "corroborated",
-      "effective_period": "superseded-prior-period",
+      "effective_period": "2026-Q3",
       "decision_inputs": {
         "observed_signal": "security review remains seller-owned",
         "observed_risk": "single_threaded",

task_files/sb100-099-orchard-delta-load/08_gong_links/08_08_gong_links_register.txt

@@ -45,7 +45,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "observed_risk": "commercial_terms",
       "observed_signal": "competitive evaluation narrowed to two vendors"
     },
-    "effective_period": "2026-Q3",
+    "effective_period": "superseded-prior-period",
     "events": [
       "2026-05-25 | EVT-099-025-1 | buyer | business request opened: Orchard delta-load reconciliation",
       "2026-05-29 | EVT-099-025-2 | operations | buyer-supported observation: competitive evaluation narrowed to two vendors",
@@ -213,7 +213,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "observed_risk": "single_threaded",
       "observed_signal": "security review remains seller-owned"
     },
-    "effective_period": "superseded-prior-period",
+    "effective_period": "2026-Q3",
     "events": [
       "2026-05-28 | EVT-099-028-1 | buyer | business request opened: Orchard delta-load reconciliation",
       "2026-06-01 | EVT-099-028-2 | operations | buyer-supported observation: security review remains seller-owned",
@@ -390,7 +390,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "2026-06-16 | EVT-099-031-5 | buyer | current period recorded as 2026-Q3",
       "2026-06-20 | EVT-099-031-6 | operations | independent review retained risk classification security_review"
     ],
-    "observation_status": "corroborated",
+    "observation_status": "conflicts_with_current_period_register",
     "observed_signal": "buyer explicitly paused the evaluation",
     "risk_code": "security_review"
   },
@@ -437,7 +437,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "observed_risk": "identity_ambiguity",
       "observed_signal": "implementation capacity moved to the following quarter"
     },
-    "effective_period": "superseded-prior-period",
+    "effective_period": "2026-Q3",
     "events": [
       "2026-06-01 | EVT-099-032-1 | buyer | business request opened: Orchard delta-load reconciliation",
       "2026-06-05 | EVT-099-032-2 | operations | buyer-supported observation: implementation capacity moved to the following quarter",

task_files/sb100-099-orchard-delta-load/10_acceptance_rules/10_10_acceptance_rules_register.md

@@ -58,19 +58,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -147,19 +147,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -236,19 +236,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -325,19 +325,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -414,19 +414,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -503,19 +503,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -592,19 +592,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",
@@ -681,19 +681,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+          "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "orchard-delta-load:controlled-evidence-join",
-          "label": "Apply the controlled orchard delta-load reconciliation rule"
+          "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "orchard-delta-load:latest-provider-bulk-sync",
-          "label": "Use freeze window event identity without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "orchard-delta-load:expedited-exception-queue",
+          "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "orchard-delta-load:portfolio-wide-hold",
-          "label": "Hold the entire orchard delta-load reconciliation portfolio"
+          "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q3",

task_files/sb100-099-orchard-delta-load/11_rollbacks/11_11_rollbacks_register.json

@@ -143,10 +143,10 @@
       },
       "evidence": {
         "disposition_owner": "Nora Kim",
-        "exception_type": "outside_current_period",
+        "exception_type": "identity_ambiguous",
         "review_by": "2026-09-05",
         "review_status": "unresolved_exception",
-        "source_note": "The supporting observation belongs to a superseded period."
+        "source_note": "The parent and carved-out entity share a domain but not a confirmed external ID."
       },
       "record_control": {
         "account_name": "Dovetail Services",

task_files/sb100-099-orchard-delta-load/12_deliverables/12_12_deliverables_register.md

@@ -40,10 +40,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Luis Ortega",
-    "exception_type": "approval_pending",
+    "exception_type": "outside_current_period",
     "review_by": "2026-09-04",
     "review_status": "unresolved_exception",
-    "source_note": "The secondary approver has not signed the current-period request."
+    "source_note": "The supporting observation belongs to a superseded period."
   },
   "record_control": {
     "account_name": "Indigo Corporation",
@@ -60,19 +60,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -80,7 +80,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -115,12 +115,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -141,6 +168,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -194,19 +222,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -214,7 +242,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -249,12 +277,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -275,6 +330,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -328,19 +384,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -348,7 +404,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -383,12 +439,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -409,6 +492,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -442,10 +526,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Nora Kim",
-    "exception_type": "outside_current_period",
+    "exception_type": "approval_pending",
     "review_by": "2026-09-07",
     "review_status": "unresolved_exception",
-    "source_note": "The supporting observation belongs to a superseded period."
+    "source_note": "The secondary approver has not signed the current-period request."
   },
   "record_control": {
     "account_name": "Lantern Systems",
@@ -462,19 +546,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -482,7 +566,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -517,12 +601,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -543,6 +654,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -596,19 +708,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -616,7 +728,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -651,12 +763,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -677,6 +816,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -730,19 +870,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -750,7 +890,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -785,12 +925,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -811,6 +978,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -844,10 +1012,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Jon Bell",
-    "exception_type": "identity_ambiguous",
+    "exception_type": "source_conflict",
     "review_by": "2026-09-04",
     "review_status": "unresolved_exception",
-    "source_note": "The parent and carved-out entity share a domain but not a confirmed external ID."
+    "source_note": "The current-period register and the latest seller note disagree."
   },
   "record_control": {
     "account_name": "Orchard Labs",
@@ -864,19 +1032,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -884,7 +1052,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -919,12 +1087,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -945,6 +1140,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -978,10 +1174,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Priya Raman",
-    "exception_type": "outside_current_period",
+    "exception_type": "identity_ambiguous",
     "review_by": "2026-09-05",
     "review_status": "unresolved_exception",
-    "source_note": "The supporting observation belongs to a superseded period."
+    "source_note": "The parent and carved-out entity share a domain but not a confirmed external ID."
   },
   "record_control": {
     "account_name": "Palisade Industries",
@@ -998,19 +1194,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.",
     "candidate_approaches": [
       {
-        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison",
+        "approach": "mark the delta load reconciled after event-identity and freeze-window comparison; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "orchard-delta-load:controlled-evidence-join",
-        "label": "Apply the controlled orchard delta-load reconciliation rule"
+        "label": "Apply the controlled orchard delta-load reconciliation rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "orchard-delta-load:latest-provider-bulk-sync",
-        "label": "Use freeze window event identity without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "orchard-delta-load:expedited-exception-queue",
+        "label": "Push the supported orchard delta-load reconciliation records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "orchard-delta-load:portfolio-wide-hold",
-        "label": "Hold the entire orchard delta-load reconciliation portfolio"
+        "label": "Hold the entire orchard delta-load reconciliation portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -1018,7 +1214,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Migration Release Manager",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -1053,12 +1249,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -1079,6 +1302,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]

task_files/sb100-099-orchard-delta-load/13_controls/current-revenue-control.pdf

@@ -9,7 +9,7 @@ endobj
 << /Type /Page /Parent 2 0 R /MediaBox [0 0 612 792] /Resources << /Font << /F1 5 0 R >> >> /Contents 4 0 R >>
 endobj
 4 0 obj
-<< /Length 1611 >>
+<< /Length 1715 >>
 stream
 BT
 /F1 12 Tf
@@ -30,6 +30,8 @@ BT
 0 -23 Td
 (The result brief cites controlling and corroborating sources without exposing private content.) Tj
 0 -23 Td
+(Standard-queue processing is delegated; expedite fees require Finance Deal Desk sign-off.) Tj
+0 -23 Td
 (CURRENT Salesforce 099-01: Identity must be resolved by immutable CRM ID, not account name.) Tj
 0 -23 Td
 (CURRENT HubSpot 099-02: Lifecycle state is corroboration and cannot authorize a Salesforce write.) Tj
@@ -58,8 +60,8 @@ xref
 0000000058 00000 n
 0000000115 00000 n
 0000000241 00000 n
-0000001904 00000 n
+0000002008 00000 n
 trailer << /Size 6 /Root 1 0 R >>
 startxref
-1974
+2078
 %%EOF

task_files/sb100-099-orchard-delta-load/15_collaboration/operations-slack-thread.json

@@ -1,6 +1,23 @@
 {
   "case_id": "sb100-099-orchard-delta-load",
   "company": "Orchard Supply Cloud",
+  "messages": [
+    {
+      "author": "operations-lead",
+      "posted": "2026-08-30T09:15:00Z",
+      "text": "Queue status for sb100-099-orchard-delta-load: the standard operations queue is executing and reading back 4 supported records per business day, Monday to Friday, starting the first business day after the as-of date."
+    },
+    {
+      "author": "operations-lead",
+      "posted": "2026-08-30T09:20:00Z",
+      "text": "Reminder: 2026-09-02 is a CRM release-freeze blackout. No portfolio records are processed that day; count it out of every projection."
+    },
+    {
+      "author": "revenue-controls",
+      "posted": "2026-08-30T09:32:00Z",
+      "text": "Projections are not published here. Derive them from the supported-record count after the control join; this thread only confirms capacity and the calendar."
+    }
+  ],
   "record_type": "operations_slack_thread",
   "records": [
     {

task_files/sb100-099-orchard-delta-load/15_collaboration/revenue-slack-thread.json

@@ -1,6 +1,23 @@
 {
   "case_id": "sb100-099-orchard-delta-load",
   "company": "Orchard Supply Cloud",
+  "messages": [
+    {
+      "author": "revenue-controls",
+      "posted": "2026-08-30T10:05:00Z",
+      "text": "If the orchard delta-load reconciliation portfolio is held in full, it does not re-enter review until the next full register refresh on 2026-09-11, and all 16 keys are re-reviewed at the standard queue rate."
+    },
+    {
+      "author": "finance-deal-desk",
+      "posted": "2026-08-30T10:12:00Z",
+      "text": "The re-review charge is USD 55 per record and is billed to the requesting team. Expedite fees remain a Finance Deal Desk decision and are not delegated with the standard approval."
+    },
+    {
+      "author": "Migration Release Manager",
+      "posted": "2026-08-30T10:20:00Z",
+      "text": "Understood. I will take the supported records through the queue the current approval covers and escalate anything that needs a separate sign-off."
+    }
+  ],
   "record_type": "revenue_slack_thread",
   "records": [
     {

task_files/sb100-099-orchard-delta-load/16_approvals/drive-approval-record.json

@@ -1,4 +1,18 @@
 {
+  "approval": {
+    "approval_id": "AP-099-995",
+    "approval_window_closes": "2026-09-08",
+    "approved_by": "Revenue Controls Committee",
+    "approved_scope": "standard operations queue processing of the portfolio records that pass every identity, observation, authority, live-system, and exception control",
+    "excluded_scope": [
+      "records whose secondary approval is still pending",
+      "records with a superseded-period observation",
+      "expedited exception-queue submissions"
+    ],
+    "expedite_fee_authority": "Finance Deal Desk approval; not covered by this approval and outside the requester's delegated authority",
+    "expedite_fee_usd_per_record": 250,
+    "window_note": "The 2026-Q3 portfolio review meeting on 2026-09-08 closes the approval window; supported records must be executed and read back before it."
+  },
   "case_id": "sb100-099-orchard-delta-load",
   "company": "Orchard Supply Cloud",
   "record_type": "drive_approval_record",

task_files/sb100-099-orchard-delta-load/17_communications/former-owner-suggestion.eml

@@ -9,6 +9,8 @@ Case: sb100-099-orchard-delta-load
 Company: Orchard Supply Cloud
 Authority: retired
 
+For what it is worth, the old plan had the review on 2026-08-28 and the queue running at 5 records a day. That schedule was retired with my handover and is not the current calendar.
+
 - Legacy CRM revision 099-09 (retired): This export is retained for lineage only and is not controlling authority.
 - Former owner revision 099-10 (retired): A prior owner suggestion is non-authoritative until current records agree.
 - Draft policy revision 099-11 (retired): The superseded review draft cannot replace the effective control.

task_files/sb100-099-orchard-delta-load/17_communications/source-request.eml

@@ -9,6 +9,9 @@ Case: sb100-099-orchard-delta-load
 Company: Orchard Supply Cloud
 Authority: current
 
+The 2026-Q3 portfolio review meeting is scheduled for 2026-09-08 (Tuesday). Every supported record must be executed and read back before that meeting.
+Approval AP-099-995 covers standard-queue processing of supported records only. Do not commit expedite fees or act on approval-pending records without the separate sign-off.
+
 - Salesforce revision 099-01 (current): Identity must be resolved by immutable CRM ID, not account name.
 - HubSpot revision 099-02 (current): Lifecycle state is corroboration and cannot authorize a Salesforce write.
 - Gong revision 099-03 (current): Buyer statements are read-only evidence and private call content stays excluded.

task_files/sb100-099-orchard-delta-load/19_controls/current-authority.md

@@ -30,3 +30,15 @@ Amount inputs require current-period reconciliation and explicit rounding.
 ## Operations 099-08
 
 Every changed record needs a post-write readback and auditable handoff.
+
+## Operations queue capacity
+
+The standard operations queue executes and reads back 4 supported records per business day. Processing days are Monday to Friday, start on the first business day after the as-of date, and skip the blackout dates published by Operations. Standard-queue processing of records that pass every control is delegated to the requester under the current approval.
+
+## Expedited exception queue
+
+The expedited exception queue clears up to 20 records per business day at USD 250 per record. Expedite fees are outside the requester's delegated authority and require Finance Deal Desk approval before any record is submitted.
+
+## Re-review cycle
+
+A portfolio that is held in full re-enters review only at the next full register refresh, and every one of the 16 keys is re-reviewed at the standard queue rate. The re-review charge is USD 55 per record.

task_files/sb100-099-orchard-delta-load/19_controls/retired-authority.md

@@ -20,4 +20,8 @@ The superseded review draft cannot replace the effective control.
 
 Historical evidence may explain a discrepancy but cannot authorize a current write.
 
+## Retired queue and fee schedule
+
+Superseded capacity: 5 records per business day with an expedite fee of USD 225 per record and a re-review charge of USD 65 per record. These figures expired with this register and must not be used for the current review.
+
 A retired control may be cited as conflict context but cannot authorize a current-period transition. Never use this appendix by itself to select an option, change CRM state, infer approval, or overwrite a current owner. If current evidence remains ambiguous, preserve the live record and identify the conflict in the handoff.

task_files/sb100-099-orchard-delta-load/20_audit/evidence-status.yaml

@@ -1,5 +1,11 @@
 case_id: sb100-099-orchard-delta-load
 company: "Orchard Supply Cloud"
+operating_calendar:
+  processing_days: Monday to Friday
+  blackout_dates:
+    - 2026-09-02
+  next_full_register_refresh: 2026-09-11
+  note: a held portfolio is re-reviewed in full at the next refresh; outcomes are not stated here
 sources:
   - name: Salesforce
     revision: 099-01

task_files/sb100-099-orchard-delta-load/20_audit/system-audit.log

@@ -10,3 +10,5 @@
 2026-08-26T09:00:00Z case=sb100-099-orchard-delta-load source=Former owner revision=099-10 status=retired event=metadata-indexed note=A prior owner suggestion is non-authoritative until current records agree.
 2026-08-26T10:00:00Z case=sb100-099-orchard-delta-load source=Draft policy revision=099-11 status=retired event=metadata-indexed note=The superseded review draft cannot replace the effective control.
 2026-08-26T11:00:00Z case=sb100-099-orchard-delta-load source=Archive revision=099-12 status=retired event=metadata-indexed note=Historical evidence may explain a discrepancy but cannot authorize a current write.
+2026-08-26T12:00:00Z case=sb100-099-orchard-delta-load source=Operations event=blackout-published date=2026-09-02 note=CRM release freeze; the operations queue does not process records on this date
+2026-08-26T12:30:00Z case=sb100-099-orchard-delta-load source=Revenue event=refresh-scheduled date=2026-09-11 note=next full register refresh for a held portfolio

task_files/sb100-100-pebble-rollback-readiness/02_salesforce_extract/02_02_salesforce_extract_register.csv

@@ -6,4 +6,4 @@ sb100-100-pebble-rollback-readiness,SBP-100-04,Dovetail Group,2026-Q4,2026-08-31
 sb100-100-pebble-rollback-readiness,SBP-100-05,Evergreen Holdings,2026-Q4,2026-08-31,identity_crosswalk,v2.5,4400352,Proposal,2026-09-19,Maya Chen,"{""domain"": ""evergreenholdings.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8010020004"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB100000004"", ""hubspot_company_id"": ""8010010004"", ""hubspot_deal_id"": ""8010020004"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Evergreen Holdings"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB100000004"", ""salesforce_opportunity_id"": ""006SB100000004""}"
 sb100-100-pebble-rollback-readiness,SBP-100-06,Foxglove Systems,2026-Q4,2026-08-31,identity_crosswalk,v3.6,4537465,Qualification,2026-09-26,Jon Bell,"{""domain"": ""foxglovesystems.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8010020005"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB100000005"", ""hubspot_company_id"": ""8010010005"", ""hubspot_deal_id"": ""8010020005"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Foxglove Systems"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB100000005"", ""salesforce_opportunity_id"": ""006SB100000005""}"
 sb100-100-pebble-rollback-readiness,SBP-100-07,Granite Partners,2026-Q4,2026-08-31,identity_crosswalk,v4.7,4674578,Proposal,2026-10-03,Priya Raman,"{""domain"": ""granitepartners.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8010020006"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB100000006"", ""hubspot_company_id"": ""8010010006"", ""hubspot_deal_id"": ""8010020006"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Granite Partners"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB100000006"", ""salesforce_opportunity_id"": ""006SB100000006""}"
-sb100-100-pebble-rollback-readiness,SBP-100-08,Harbor Networks,2026-Q4,2026-08-31,identity_crosswalk,v1.8,4811691,Qualification,2026-10-10,Luis Ortega,"{""domain"": ""harbornetworks.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8010020007"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB100000007"", ""hubspot_company_id"": ""8010010007"", ""hubspot_deal_id"": ""8010020007"", ""identity_review"": ""independently_matched"", ""legal_name"": ""Harbor Networks"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB100000007"", ""salesforce_opportunity_id"": ""006SB100000007""}"
+sb100-100-pebble-rollback-readiness,SBP-100-08,Harbor Networks,2026-Q4,2026-08-31,identity_crosswalk,v1.8,4811691,Qualification,2026-10-10,Luis Ortega,"{""domain"": ""harbornetworks.example"", ""governed_hubspot_object"": ""deals"", ""governed_hubspot_record_id"": ""8010020007"", ""governed_salesforce_object"": ""Opportunity"", ""governed_salesforce_record_id"": ""006SB100000007"", ""hubspot_company_id"": ""8010010007"", ""hubspot_deal_id"": ""8010020007"", ""identity_review"": ""ambiguous_parent_or_alias"", ""legal_name"": ""Harbor Networks"", ""match_basis"": [""legal name"", ""domain"", ""external ID crosswalk""], ""salesforce_account_id"": ""001SB100000007"", ""salesforce_opportunity_id"": ""006SB100000007""}"

task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/04_04_field_mapping_register.eml

@@ -9,11 +9,11 @@ Team,
 
 Below is the current controlled register. It is one input to the review, not a pre-approved mutation list. Reconcile each key against the other sources and live systems.
 
-- {"account_name": "Indigo Labs", "evidence": {"approval_status": "pending_secondary_approval", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Amina Yusuf", "owner_role": "Account Director", "requester": "Business Systems VP", "response_due": "2026-09-05", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-09"}
-- {"account_name": "Juniper Industries", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Theo Martin", "owner_role": "Channel Manager", "requester": "Business Systems VP", "response_due": "2026-09-06", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-10"}
+- {"account_name": "Indigo Labs", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Amina Yusuf", "owner_role": "Account Director", "requester": "Business Systems VP", "response_due": "2026-09-05", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-09"}
+- {"account_name": "Juniper Industries", "evidence": {"approval_status": "pending_secondary_approval", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Theo Martin", "owner_role": "Channel Manager", "requester": "Business Systems VP", "response_due": "2026-09-06", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-10"}
 - {"account_name": "Keystone Collective", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Nora Kim", "owner_role": "Renewals Manager", "requester": "Business Systems VP", "response_due": "2026-09-07", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-11"}
 - {"account_name": "Lantern Works", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Elena Rossi", "owner_role": "SDR Manager", "requester": "Business Systems VP", "response_due": "2026-09-08", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-12"}
-- {"account_name": "Meridian Technologies", "evidence": {"approval_status": "pending_secondary_approval", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Maya Chen", "owner_role": "Enterprise AE", "requester": "Business Systems VP", "response_due": "2026-09-03", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-13"}
+- {"account_name": "Meridian Technologies", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Maya Chen", "owner_role": "Enterprise AE", "requester": "Business Systems VP", "response_due": "2026-09-03", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-13"}
 - {"account_name": "Northstar Services", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Jon Bell", "owner_role": "Commercial AE", "requester": "Business Systems VP", "response_due": "2026-09-04", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-14"}
 - {"account_name": "Orchard Ventures", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Priya Raman", "owner_role": "Strategic AE", "requester": "Business Systems VP", "response_due": "2026-09-05", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-15"}
 - {"account_name": "Palisade Enterprises", "evidence": {"approval_status": "approved_within_policy", "authorized_period": "2026-Q4", "decision_control_inputs": {"approved_hubspot_outcome": "cleared", "approved_salesforce_outcome": "Cleared", "rollback_manifest_control": "Acceptance requires every mandatory class to pass; unresolved rows remain in rollback manifest", "scope": "only rows passing every eligibility condition"}, "owner": "Luis Ortega", "owner_role": "Regional AE", "requester": "Business Systems VP", "response_due": "2026-09-06", "scope": "Only records whose identity, effective evidence, live state, and governed rule all agree."}, "evidence_role": "authority_record", "portfolio_key": "SBP-100-16"}

task_files/sb100-100-pebble-rollback-readiness/05_owner_mapping/05_05_owner_mapping_register.csv

@@ -1,9 +1,9 @@
 task_id,portfolio_key,account_name,period,as_of,evidence_role,source_version,amount_usd,stage,close_date,owner,evidence_json
-sb100-100-pebble-rollback-readiness,SBP-100-01,Alder Cooperative,2026-Q4,2026-08-31,governed_transition,v2.4,3851900,Proposal,2026-12-08,Amina Yusuf,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-02,Beacon Platform,2026-Q4,2026-08-31,governed_transition,v3.5,3989013,Qualification,2026-12-15,Theo Martin,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-03,Cobalt Corporation,2026-Q4,2026-08-31,governed_transition,v4.6,4126126,Proposal,2026-09-05,Nora Kim,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-04,Dovetail Group,2026-Q4,2026-08-31,governed_transition,v1.7,4263239,Qualification,2026-09-12,Elena Rossi,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-05,Evergreen Holdings,2026-Q4,2026-08-31,governed_transition,v2.8,4400352,Proposal,2026-09-19,Maya Chen,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-06,Foxglove Systems,2026-Q4,2026-08-31,governed_transition,v3.0,4537465,Qualification,2026-09-26,Jon Bell,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-07,Granite Partners,2026-Q4,2026-08-31,governed_transition,v4.1,4674578,Proposal,2026-10-03,Priya Raman,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
-sb100-100-pebble-rollback-readiness,SBP-100-08,Harbor Networks,2026-Q4,2026-08-31,governed_transition,v1.2,4811691,Qualification,2026-10-10,Luis Ortega,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile"", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule""}, {""approach"": ""Use recency as the only selection rule and synchronize the portfolio."", ""id"": ""pebble-rollback-readiness:latest-provider-bulk-sync"", ""label"": ""Use acceptance exception join without the controlling authority""}, {""approach"": ""Wait for every source to agree verbatim before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-01,Alder Cooperative,2026-Q4,2026-08-31,governed_transition,v2.4,3851900,Proposal,2026-12-08,Amina Yusuf,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-02,Beacon Platform,2026-Q4,2026-08-31,governed_transition,v3.5,3989013,Qualification,2026-12-15,Theo Martin,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-03,Cobalt Corporation,2026-Q4,2026-08-31,governed_transition,v4.6,4126126,Proposal,2026-09-05,Nora Kim,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-04,Dovetail Group,2026-Q4,2026-08-31,governed_transition,v1.7,4263239,Qualification,2026-09-12,Elena Rossi,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-05,Evergreen Holdings,2026-Q4,2026-08-31,governed_transition,v2.8,4400352,Proposal,2026-09-19,Maya Chen,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-06,Foxglove Systems,2026-Q4,2026-08-31,governed_transition,v3.0,4537465,Qualification,2026-09-26,Jon Bell,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-07,Granite Partners,2026-Q4,2026-08-31,governed_transition,v4.1,4674578,Proposal,2026-10-03,Priya Raman,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"
+sb100-100-pebble-rollback-readiness,SBP-100-08,Harbor Networks,2026-Q4,2026-08-31,governed_transition,v1.2,4811691,Qualification,2026-10-10,Luis Ortega,"{""decision_table"": {""actions_when_all_conditions_pass"": [{""field"": ""Rollback_Exception_Status__c"", ""from"": ""Open"", ""object_type"": ""Opportunity"", ""system"": ""salesforce"", ""to_or_derivation"": ""Cleared""}, {""field"": ""rollback_exception_status"", ""from"": ""open"", ""object_type"": ""deals"", ""system"": ""hubspot"", ""to_or_derivation"": ""cleared""}], ""candidate_approaches"": [{""approach"": ""clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions."", ""id"": ""pebble-rollback-readiness:controlled-evidence-join"", ""label"": ""Apply the controlled pebble rollback-readiness certification rule through the standard operations queue""}, {""approach"": ""Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee."", ""id"": ""pebble-rollback-readiness:expedited-exception-queue"", ""label"": ""Push the supported pebble rollback-readiness certification records through the expedited exception queue""}, {""approach"": ""Wait for the next full register refresh before acting on any row."", ""id"": ""pebble-rollback-readiness:portfolio-wide-hold"", ""label"": ""Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh""}], ""effective_period"": ""2026-Q4"", ""eligibility_test"": {""authority"": ""approved for the requested scope"", ""exception_register"": ""no unresolved blocking exception"", ""identity"": ""independently matched"", ""live_systems"": ""current records agree with the crosswalk and observation"", ""operating_observation"": ""corroborated and effective in the current period""}, ""selection_rule"": ""Use the identity crosswalk and current provider state to choose the system row; the policy does not identify an actionable portfolio record by itself."", ""workflow"": ""cutover-audit""}, ""policy_version"": ""2026-Q4-controlled"", ""prohibitions"": [""no bulk sync from timestamp alone"", ""no mutation when one controlling source conflicts"", ""no copying private Gong transcript text""]}"

task_files/sb100-100-pebble-rollback-readiness/07_activity_counts/07_07_activity_counts_register.xml

@@ -408,7 +408,7 @@
       "observed_signal": "renewal notice was acknowledged by procurement",
       "risk_code": "stage_evidence_gap",
       "observation_status": "corroborated",
-      "effective_period": "superseded-prior-period",
+      "effective_period": "2026-Q4",
       "decision_inputs": {
         "observed_signal": "renewal notice was acknowledged by procurement",
         "observed_risk": "stage_evidence_gap",

task_files/sb100-100-pebble-rollback-readiness/08_gong_links/08_08_gong_links_register.txt

@@ -45,7 +45,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "observed_risk": "support_recovery",
       "observed_signal": "economic buyer confirmed procurement timing"
     },
-    "effective_period": "2026-Q4",
+    "effective_period": "superseded-prior-period",
     "events": [
       "2026-05-26 | EVT-100-025-1 | buyer | business request opened: Pebble rollback-readiness certification",
       "2026-05-30 | EVT-100-025-2 | operations | buyer-supported observation: economic buyer confirmed procurement timing",
@@ -110,7 +110,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "2026-06-12 | EVT-100-026-5 | buyer | current period recorded as 2026-Q4",
       "2026-06-16 | EVT-100-026-6 | operations | independent review retained risk classification security_review"
     ],
-    "observation_status": "conflicts_with_current_period_register",
+    "observation_status": "corroborated",
     "observed_signal": "security review remains seller-owned",
     "risk_code": "security_review"
   },
@@ -278,7 +278,7 @@ Rows are independent source observations. Join by portfolio key and effective re
       "2026-06-15 | EVT-100-029-5 | buyer | current period recorded as 2026-Q4",
       "2026-06-19 | EVT-100-029-6 | operations | independent review retained risk classification procurement_timing"
     ],
-    "observation_status": "corroborated",
+    "observation_status": "conflicts_with_current_period_register",
     "observed_signal": "buyer explicitly paused the evaluation",
     "risk_code": "procurement_timing"
   },

task_files/sb100-100-pebble-rollback-readiness/10_acceptance_rules/10_10_acceptance_rules_register.md

@@ -58,19 +58,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -147,19 +147,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -236,19 +236,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -325,19 +325,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -414,19 +414,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -503,19 +503,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -592,19 +592,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",
@@ -681,19 +681,19 @@ Rows are independent source observations. Join by portfolio key and effective re
       ],
       "candidate_approaches": [
         {
-          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+          "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
           "id": "pebble-rollback-readiness:controlled-evidence-join",
-          "label": "Apply the controlled pebble rollback-readiness certification rule"
+          "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
         },
         {
-          "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-          "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-          "label": "Use acceptance exception join without the controlling authority"
+          "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+          "id": "pebble-rollback-readiness:expedited-exception-queue",
+          "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
         },
         {
-          "approach": "Wait for every source to agree verbatim before acting on any row.",
+          "approach": "Wait for the next full register refresh before acting on any row.",
           "id": "pebble-rollback-readiness:portfolio-wide-hold",
-          "label": "Hold the entire pebble rollback-readiness certification portfolio"
+          "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
         }
       ],
       "effective_period": "2026-Q4",

task_files/sb100-100-pebble-rollback-readiness/11_rollbacks/11_11_rollbacks_register.json

@@ -303,10 +303,10 @@
       },
       "evidence": {
         "disposition_owner": "Luis Ortega",
-        "exception_type": "outside_current_period",
+        "exception_type": "identity_ambiguous",
         "review_by": "2026-09-04",
         "review_status": "unresolved_exception",
-        "source_note": "The supporting observation belongs to a superseded period."
+        "source_note": "The parent and carved-out entity share a domain but not a confirmed external ID."
       },
       "record_control": {
         "account_name": "Harbor Networks",

task_files/sb100-100-pebble-rollback-readiness/12_deliverables/12_12_deliverables_register.md

@@ -40,10 +40,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Amina Yusuf",
-    "exception_type": "approval_pending",
+    "exception_type": "outside_current_period",
     "review_by": "2026-09-05",
     "review_status": "unresolved_exception",
-    "source_note": "The secondary approver has not signed the current-period request."
+    "source_note": "The supporting observation belongs to a superseded period."
   },
   "record_control": {
     "account_name": "Indigo Labs",
@@ -60,19 +60,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -80,7 +80,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -115,12 +115,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -141,6 +168,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -174,10 +202,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Theo Martin",
-    "exception_type": "source_conflict",
+    "exception_type": "approval_pending",
     "review_by": "2026-09-06",
     "review_status": "unresolved_exception",
-    "source_note": "The current-period register and the latest seller note disagree."
+    "source_note": "The secondary approver has not signed the current-period request."
   },
   "record_control": {
     "account_name": "Juniper Industries",
@@ -194,19 +222,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -214,7 +242,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -249,12 +277,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -275,6 +330,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -328,19 +384,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -348,7 +404,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -383,12 +439,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -409,6 +492,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -462,19 +546,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -482,7 +566,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -517,12 +601,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -543,6 +654,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -576,10 +688,10 @@ Rows are independent source observations. Join by portfolio key and effective re
   },
   "evidence": {
     "disposition_owner": "Maya Chen",
-    "exception_type": "approval_pending",
+    "exception_type": "source_conflict",
     "review_by": "2026-09-03",
     "review_status": "unresolved_exception",
-    "source_note": "The secondary approver has not signed the current-period request."
+    "source_note": "The current-period register and the latest seller note disagree."
   },
   "record_control": {
     "account_name": "Meridian Technologies",
@@ -596,19 +708,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -616,7 +728,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -651,12 +763,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -677,6 +816,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -730,19 +870,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -750,7 +890,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -785,12 +925,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -811,6 +978,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -864,19 +1032,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -884,7 +1052,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -919,12 +1087,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -945,6 +1140,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]
@@ -998,19 +1194,19 @@ Rows are independent source observations. Join by portfolio key and effective re
     "business_question": "A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.",
     "candidate_approaches": [
       {
-        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile",
+        "approach": "clear rollback exception status only after all mandatory acceptance classes reconcile; Join identity, current observation, authority, provider state, and exceptions.",
         "id": "pebble-rollback-readiness:controlled-evidence-join",
-        "label": "Apply the controlled pebble rollback-readiness certification rule"
+        "label": "Apply the controlled pebble rollback-readiness certification rule through the standard operations queue"
       },
       {
-        "approach": "Use recency as the only selection rule and synchronize the portfolio.",
-        "id": "pebble-rollback-readiness:latest-provider-bulk-sync",
-        "label": "Use acceptance exception join without the controlling authority"
+        "approach": "Apply the same controlled rule, but submit every supported record to the expedited exception queue at the documented per-record fee.",
+        "id": "pebble-rollback-readiness:expedited-exception-queue",
+        "label": "Push the supported pebble rollback-readiness certification records through the expedited exception queue"
       },
       {
-        "approach": "Wait for every source to agree verbatim before acting on any row.",
+        "approach": "Wait for the next full register refresh before acting on any row.",
         "id": "pebble-rollback-readiness:portfolio-wide-hold",
-        "label": "Hold the entire pebble rollback-readiness certification portfolio"
+        "label": "Hold the entire pebble rollback-readiness certification portfolio until the next full register refresh"
       }
     ],
     "decision_rule": "Change a record only when the current-period controlling record, a corroborating source, and the live Salesforce, HubSpot, and permitted Gong evidence agree. Unresolved or control records remain unchanged.",
@@ -1018,7 +1214,7 @@ Rows are independent source observations. Join by portfolio key and effective re
     "requester": "Business Systems VP",
     "required_outputs": {
       "brief.md": {
-        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline.",
+        "grounding": "Explain each supported change and each hold with immutable record IDs, the controlling and corroborating sources, owner, and deadline. State the documented review meeting date and, for every candidate approach, its outcome date, incremental cost as 'USD <amount>', approval status, and whether the recommended outcome is ON_TIME or LATE.",
         "sections": [
           "Executive assessment",
           "Decision and alternatives",
@@ -1053,12 +1249,39 @@ Rows are independent source observations. Join by portfolio key and effective re
           "selected_option_id",
           "evidence_sources"
         ],
+        "decision_model_fields": [
+          "business_need_date",
+          "standard_queue_records_per_business_day",
+          "expedited_queue_records_per_business_day",
+          "expedite_fee_usd_per_record",
+          "rereview_cost_usd_per_record",
+          "operations_blackout_dates",
+          "next_full_register_refresh",
+          "standard_processing_business_days",
+          "options",
+          "recommended_outcome_date",
+          "recommended_incremental_cost_usd",
+          "outcome_vs_control_days",
+          "decision_timing_status",
+          "expedite_days_saved",
+          "escalation_recommended"
+        ],
+        "decision_model_option_fields": [
+          "outcome",
+          "incremental_cost",
+          "approval",
+          "control_status",
+          "outcome_vs_control_days",
+          "timing_status"
+        ],
+        "decision_model_rules": "Key options by candidate approach id. outcome is the ISO date on which the option's full scope is executed and read back: processing days are Monday to Friday after the as-of date, skip published blackout dates, and consume the documented queue capacity per business day; the hold alternative starts at the next full register refresh and re-reviews all 16 keys. incremental_cost is whole USD relative to the standard queue. approval is APPROVED, ADDITIONAL_APPROVAL_REQUIRED, or AVAILABLE_NOT_RECOMMENDED. outcome_vs_control_days is the signed calendar difference between the outcome and the documented review meeting; timing_status is ON_TIME or LATE. escalation_recommended is true only when the recommended option lands after the review meeting.",
         "decision_summary_fields": [
           "selected_option_id",
           "value_kind",
           "method",
           "actionable_records",
           "held_records",
+          "approval_pending_records",
           "alternatives_considered"
         ],
         "hold_fields": [
@@ -1079,6 +1302,7 @@ Rows are independent source observations. Join by portfolio key and effective re
           "company",
           "as_of",
           "decision_summary",
+          "decision_model",
           "changes",
           "holds"
         ]

task_files/sb100-100-pebble-rollback-readiness/13_controls/current-revenue-control.pdf

@@ -9,7 +9,7 @@ endobj
 << /Type /Page /Parent 2 0 R /MediaBox [0 0 612 792] /Resources << /Font << /F1 5 0 R >> >> /Contents 4 0 R >>
 endobj
 4 0 obj
-<< /Length 1620 >>
+<< /Length 1724 >>
 stream
 BT
 /F1 12 Tf
@@ -30,6 +30,8 @@ BT
 0 -23 Td
 (The result brief cites controlling and corroborating sources without exposing private content.) Tj
 0 -23 Td
+(Standard-queue processing is delegated; expedite fees require Finance Deal Desk sign-off.) Tj
+0 -23 Td
 (CURRENT Salesforce 100-01: Identity must be resolved by immutable CRM ID, not account name.) Tj
 0 -23 Td
 (CURRENT HubSpot 100-02: Lifecycle state is corroboration and cannot authorize a Salesforce write.) Tj
@@ -58,8 +60,8 @@ xref
 0000000058 00000 n
 0000000115 00000 n
 0000000241 00000 n
-0000001913 00000 n
+0000002017 00000 n
 trailer << /Size 6 /Root 1 0 R >>
 startxref
-1983
+2087
 %%EOF

task_files/sb100-100-pebble-rollback-readiness/15_collaboration/operations-slack-thread.json

@@ -1,6 +1,23 @@
 {
   "case_id": "sb100-100-pebble-rollback-readiness",
   "company": "Pebble Education Cloud",
+  "messages": [
+    {
+      "author": "operations-lead",
+      "posted": "2026-08-31T09:15:00Z",
+      "text": "Queue status for sb100-100-pebble-rollback-readiness: the standard operations queue is executing and reading back 4 supported records per business day, Monday to Friday, starting the first business day after the as-of date."
+    },
+    {
+      "author": "operations-lead",
+      "posted": "2026-08-31T09:20:00Z",
+      "text": "Reminder: 2026-09-02 is a CRM release-freeze blackout. No portfolio records are processed that day; count it out of every projection."
+    },
+    {
+      "author": "revenue-controls",
+      "posted": "2026-08-31T09:32:00Z",
+      "text": "Projections are not published here. Derive them from the supported-record count after the control join; this thread only confirms capacity and the calendar."
+    }
+  ],
   "record_type": "operations_slack_thread",
   "records": [
     {

task_files/sb100-100-pebble-rollback-readiness/15_collaboration/revenue-slack-thread.json

@@ -1,6 +1,23 @@
 {
   "case_id": "sb100-100-pebble-rollback-readiness",
   "company": "Pebble Education Cloud",
+  "messages": [
+    {
+      "author": "revenue-controls",
+      "posted": "2026-08-31T10:05:00Z",
+      "text": "If the pebble rollback-readiness certification portfolio is held in full, it does not re-enter review until the next full register refresh on 2026-09-09, and all 16 keys are re-reviewed at the standard queue rate."
+    },
+    {
+      "author": "finance-deal-desk",
+      "posted": "2026-08-31T10:12:00Z",
+      "text": "The re-review charge is USD 55 per record and is billed to the requesting team. Expedite fees remain a Finance Deal Desk decision and are not delegated with the standard approval."
+    },
+    {
+      "author": "Business Systems VP",
+      "posted": "2026-08-31T10:20:00Z",
+      "text": "Understood. I will take the supported records through the queue the current approval covers and escalate anything that needs a separate sign-off."
+    }
+  ],
   "record_type": "revenue_slack_thread",
   "records": [
     {

task_files/sb100-100-pebble-rollback-readiness/16_approvals/drive-approval-record.json

@@ -1,4 +1,18 @@
 {
+  "approval": {
+    "approval_id": "AP-100-461",
+    "approval_window_closes": "2026-09-08",
+    "approved_by": "Revenue Controls Committee",
+    "approved_scope": "standard operations queue processing of the portfolio records that pass every identity, observation, authority, live-system, and exception control",
+    "excluded_scope": [
+      "records whose secondary approval is still pending",
+      "records with a superseded-period observation",
+      "expedited exception-queue submissions"
+    ],
+    "expedite_fee_authority": "Finance Deal Desk approval; not covered by this approval and outside the requester's delegated authority",
+    "expedite_fee_usd_per_record": 175,
+    "window_note": "The 2026-Q4 portfolio review meeting on 2026-09-08 closes the approval window; supported records must be executed and read back before it."
+  },
   "case_id": "sb100-100-pebble-rollback-readiness",
   "company": "Pebble Education Cloud",
   "record_type": "drive_approval_record",

task_files/sb100-100-pebble-rollback-readiness/17_communications/former-owner-suggestion.eml

@@ -9,6 +9,8 @@ Case: sb100-100-pebble-rollback-readiness
 Company: Pebble Education Cloud
 Authority: retired
 
+For what it is worth, the old plan had the review on 2026-08-30 and the queue running at 5 records a day. That schedule was retired with my handover and is not the current calendar.
+
 - Legacy CRM revision 100-09 (retired): This export is retained for lineage only and is not controlling authority.
 - Former owner revision 100-10 (retired): A prior owner suggestion is non-authoritative until current records agree.
 - Draft policy revision 100-11 (retired): The superseded review draft cannot replace the effective control.

task_files/sb100-100-pebble-rollback-readiness/17_communications/source-request.eml

@@ -9,6 +9,9 @@ Case: sb100-100-pebble-rollback-readiness
 Company: Pebble Education Cloud
 Authority: current
 
+The 2026-Q4 portfolio review meeting is scheduled for 2026-09-08 (Tuesday). Every supported record must be executed and read back before that meeting.
+Approval AP-100-461 covers standard-queue processing of supported records only. Do not commit expedite fees or act on approval-pending records without the separate sign-off.
+
 - Salesforce revision 100-01 (current): Identity must be resolved by immutable CRM ID, not account name.
 - HubSpot revision 100-02 (current): Lifecycle state is corroboration and cannot authorize a Salesforce write.
 - Gong revision 100-03 (current): Buyer statements are read-only evidence and private call content stays excluded.

task_files/sb100-100-pebble-rollback-readiness/19_controls/current-authority.md

@@ -30,3 +30,15 @@ Amount inputs require current-period reconciliation and explicit rounding.
 ## Operations 100-08
 
 Every changed record needs a post-write readback and auditable handoff.
+
+## Operations queue capacity
+
+The standard operations queue executes and reads back 4 supported records per business day. Processing days are Monday to Friday, start on the first business day after the as-of date, and skip the blackout dates published by Operations. Standard-queue processing of records that pass every control is delegated to the requester under the current approval.
+
+## Expedited exception queue
+
+The expedited exception queue clears up to 15 records per business day at USD 175 per record. Expedite fees are outside the requester's delegated authority and require Finance Deal Desk approval before any record is submitted.
+
+## Re-review cycle
+
+A portfolio that is held in full re-enters review only at the next full register refresh, and every one of the 16 keys is re-reviewed at the standard queue rate. The re-review charge is USD 55 per record.

task_files/sb100-100-pebble-rollback-readiness/19_controls/retired-authority.md

@@ -20,4 +20,8 @@ The superseded review draft cannot replace the effective control.
 
 Historical evidence may explain a discrepancy but cannot authorize a current write.
 
+## Retired queue and fee schedule
+
+Superseded capacity: 5 records per business day with an expedite fee of USD 150 per record and a re-review charge of USD 65 per record. These figures expired with this register and must not be used for the current review.
+
 A retired control may be cited as conflict context but cannot authorize a current-period transition. Never use this appendix by itself to select an option, change CRM state, infer approval, or overwrite a current owner. If current evidence remains ambiguous, preserve the live record and identify the conflict in the handoff.

task_files/sb100-100-pebble-rollback-readiness/20_audit/evidence-status.yaml

@@ -1,5 +1,11 @@
 case_id: sb100-100-pebble-rollback-readiness
 company: "Pebble Education Cloud"
+operating_calendar:
+  processing_days: Monday to Friday
+  blackout_dates:
+    - 2026-09-02
+  next_full_register_refresh: 2026-09-09
+  note: a held portfolio is re-reviewed in full at the next refresh; outcomes are not stated here
 sources:
   - name: Salesforce
     revision: 100-01

task_files/sb100-100-pebble-rollback-readiness/20_audit/system-audit.log

@@ -10,3 +10,5 @@
 2026-08-26T09:00:00Z case=sb100-100-pebble-rollback-readiness source=Former owner revision=100-10 status=retired event=metadata-indexed note=A prior owner suggestion is non-authoritative until current records agree.
 2026-08-26T10:00:00Z case=sb100-100-pebble-rollback-readiness source=Draft policy revision=100-11 status=retired event=metadata-indexed note=The superseded review draft cannot replace the effective control.
 2026-08-26T11:00:00Z case=sb100-100-pebble-rollback-readiness source=Archive revision=100-12 status=retired event=metadata-indexed note=Historical evidence may explain a discrepancy but cannot authorize a current write.
+2026-08-26T12:00:00Z case=sb100-100-pebble-rollback-readiness source=Operations event=blackout-published date=2026-09-02 note=CRM release freeze; the operations queue does not process records on this date
+2026-08-26T12:30:00Z case=sb100-100-pebble-rollback-readiness source=Revenue event=refresh-scheduled date=2026-09-09 note=next full register refresh for a held portfolio