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task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/001_sbp-001-01_01_salesforce_pipeline.md

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+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-01",
+    "account_name": "Alder Group",
+    "salesforce_account_id": "001SB001000000",
+    "salesforce_opportunity_id": "006SB001000000",
+    "hubspot_company_id": "8000110000",
+    "hubspot_deal_id": "8000120000",
+    "gong_evidence_id": "GE-001-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Alder Group",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 263719,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-001-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-08 | EVT-001-001-2 | seller | security review remains seller-owned",
+      "2026-05-13 | EVT-001-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-001-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-001-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-001-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-001-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-001-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-001-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-001-001-10 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-001-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-001-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-001-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-001-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-001-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-001-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-001-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-001-001-18 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-001-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-001-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-001-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-001-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-001-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-001-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-001-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-001-001-26 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-001-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-001-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-001-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-001-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-001-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-001-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-001-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-001-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/002_sbp-001-02_01_salesforce_pipeline.txt

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+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-02",
+    "account_name": "Beacon Holdings",
+    "salesforce_account_id": "001SB001000001",
+    "salesforce_opportunity_id": "006SB001000001",
+    "hubspot_company_id": "8000110001",
+    "hubspot_deal_id": "8000120001",
+    "gong_evidence_id": "GE-001-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Beacon Holdings",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 400832,
+    "stage": "Proposal",
+    "close_date": "2026-09-07",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-001-002-1 | buyer | security review remains seller-owned",
+      "2026-05-09 | EVT-001-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-14 | EVT-001-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-19 | EVT-001-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-001-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-001-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-001-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-001-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-001-002-9 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-001-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-001-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-001-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-001-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-001-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-001-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-001-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-001-002-17 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-001-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-001-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-001-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-001-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-001-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-001-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-001-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-001-002-25 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-001-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-001-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-001-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-001-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-001-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-001-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-001-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-001-002-33 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-001-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/003_sbp-001-03_01_salesforce_pipeline.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 537945,
+    "benchmark_company": "Northwind Grid Systems",
+    "close_date": "2026-09-14",
+    "industry": "energy software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Systems",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "stage": "Qualification"
+  },
+  "controls": {
+    "deletes_authorized": false,
+    "duplicate_mutations_allowed": false,
+    "gong_is_read_only": true,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false
+  },
+  "decision": {
+    "authorized_field": "ForecastCategoryName",
+    "authorized_record_id": "006SB001000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-001-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-001-03 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "Commit"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-05 | EVT-001-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-10 | EVT-001-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-15 | EVT-001-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-20 | EVT-001-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-25 | EVT-001-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-30 | EVT-001-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-001-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-001-003-8 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-001-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-001-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-001-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-001-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-001-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-001-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-001-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-001-003-16 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-001-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-001-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-001-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-001-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-001-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-001-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-001-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-001-003-24 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-001-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-001-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-001-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-001-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-001-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-001-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-001-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-001-003-32 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-001-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-001-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-001-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "commercial_terms",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Systems",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "01_salesforce_pipeline",
+    "gong_evidence_id": "GE-001-03",
+    "hubspot_company_id": "8000110002",
+    "hubspot_deal_id": "8000120002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-001-03",
+    "salesforce_account_id": "001SB001000002",
+    "salesforce_opportunity_id": "006SB001000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/004_sbp-001-04_01_salesforce_pipeline.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-001-northwind-q3-commit"""
+record_control,portfolio_key,"""SBP-001-04"""
+record_control,account_name,"""Dovetail Partners"""
+record_control,salesforce_account_id,"""001SB001000003"""
+record_control,salesforce_opportunity_id,"""006SB001000003"""
+record_control,hubspot_company_id,"""8000110003"""
+record_control,hubspot_deal_id,"""8000120003"""
+record_control,gong_evidence_id,"""GE-001-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""01_salesforce_pipeline"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Northwind Grid Systems"""
+business_context,portfolio_account,"""Dovetail Partners"""
+business_context,industry,"""energy software"""
+business_context,region,"""North America"""
+business_context,requester,"""VP of Revenue Operations"""
+business_context,amount_usd,675058
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-09-21"""
+business_context,owner,"""Amina Yusuf"""
+business_context,owner_role,"""Account Director"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""procurement_timing"""
+evidence,gong_summary,"""Permitted Gong insight GE-001-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-06 | EVT-001-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-11 | EVT-001-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-16 | EVT-001-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-21 | EVT-001-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-26 | EVT-001-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-31 | EVT-001-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-05 | EVT-001-004-7 | buyer | security review remains seller-owned"", ""2026-06-10 | EVT-001-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-15 | EVT-001-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-001-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-001-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-001-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-001-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-001-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-001-004-15 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-001-004-16 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-001-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-001-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-001-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-001-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-001-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-001-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-001-004-23 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-001-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-001-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-001-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-001-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-001-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-001-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-001-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-001-004-31 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-001-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-001-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-001-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-001-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8000120003"""
+decision,authorized_field,"""forecast_status"""
+decision,current_value,"""pipeline"""
+decision,required_value,"""commit"""
+decision,reason,"""SBP-001-04 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-02"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/005_sbp-001-05_01_salesforce_pipeline.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-001-northwind-q3-commit.example
+To: portfolio-review@sb100-001-northwind-q3-commit.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-001-05 / 01_salesforce_pipeline
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-05",
+    "account_name": "Evergreen Networks",
+    "salesforce_account_id": "001SB001000004",
+    "salesforce_opportunity_id": "006SB001000004",
+    "hubspot_company_id": "8000110004",
+    "hubspot_deal_id": "8000120004",
+    "gong_evidence_id": "GE-001-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Evergreen Networks",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 812171,
+    "stage": "Qualification",
+    "close_date": "2026-09-28",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-001-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-001-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-12 | EVT-001-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-17 | EVT-001-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-22 | EVT-001-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-27 | EVT-001-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-001-005-6 | seller | security review remains seller-owned",
+      "2026-06-06 | EVT-001-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-001-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-001-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-001-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-001-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-001-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-001-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-001-005-14 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-001-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-001-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-001-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-001-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-001-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-001-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-001-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-001-005-22 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-001-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-001-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-001-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-001-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-001-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-001-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-001-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-001-005-30 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-001-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-001-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-001-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-001-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000004",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-05 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-03"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/006_sbp-001-06_01_salesforce_pipeline.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-001-northwind-q3-commit",
+  "portfolio_key": "SBP-001-06",
+  "account_name": "Foxglove Labs",
+  "salesforce_account_id": "001SB001000005",
+  "salesforce_opportunity_id": "006SB001000005",
+  "hubspot_company_id": "8000110005",
+  "hubspot_deal_id": "8000120005",
+  "gong_evidence_id": "GE-001-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "01_salesforce_pipeline",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Northwind Grid Systems",
+  "portfolio_account": "Foxglove Labs",
+  "industry": "energy software",
+  "region": "North America",
+  "requester": "VP of Revenue Operations",
+  "amount_usd": 949284,
+  "stage": "Proposal",
+  "close_date": "2026-10-05",
+  "owner": "Nora Kim",
+  "owner_role": "Renewals Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "single_threaded",
+  "gong_summary": "Permitted Gong insight GE-001-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-08 | EVT-001-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-13 | EVT-001-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-18 | EVT-001-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-23 | EVT-001-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-28 | EVT-001-006-5 | buyer | security review remains seller-owned",
+    "2026-06-02 | EVT-001-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-07 | EVT-001-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-12 | EVT-001-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-17 | EVT-001-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-001-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-001-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-001-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-001-006-13 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-001-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-001-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-001-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-001-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-001-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-001-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-001-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-001-006-21 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-001-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-001-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-001-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-001-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-001-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-001-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-001-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-001-006-29 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-001-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-001-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-001-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-001-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-001-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-001-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8000120005",
+  "authorized_field": "forecast_status",
+  "current_value": "pipeline",
+  "required_value": "commit",
+  "reason": "SBP-001-06 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-04"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/007_sbp-001-07_01_salesforce_pipeline.html

@@ -0,0 +1,90 @@
+<!doctype html><html><head><meta charset="utf-8"><title>Sales evidence record</title></head><body><h1>Sales evidence record</h1><pre>{
+  &quot;record_control&quot;: {
+    &quot;task_id&quot;: &quot;sb100-001-northwind-q3-commit&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-001-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Industries&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB001000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB001000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000110006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000120006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-001-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;01_salesforce_pipeline&quot;,
+    &quot;source_version&quot;: &quot;v4.7&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Northwind Grid Systems&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Industries&quot;,
+    &quot;industry&quot;: &quot;energy software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;VP of Revenue Operations&quot;,
+    &quot;amount_usd&quot;: 1086397,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-12&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;owner_role&quot;: &quot;SDR Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;stage_evidence_gap&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-001-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-09 | EVT-001-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-14 | EVT-001-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-19 | EVT-001-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-24 | EVT-001-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-29 | EVT-001-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-03 | EVT-001-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-08 | EVT-001-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-13 | EVT-001-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-18 | EVT-001-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-001-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-001-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-001-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-001-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-001-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-001-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-001-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-001-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-001-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-001-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-001-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-001-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-001-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-001-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-001-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-001-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-001-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-001-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-001-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-001-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-001-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-001-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-001-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-001-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-001-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-001-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB001000006&quot;,
+    &quot;authorized_field&quot;: &quot;ForecastCategoryName&quot;,
+    &quot;current_value&quot;: &quot;Pipeline&quot;,
+    &quot;required_value&quot;: &quot;Commit&quot;,
+    &quot;reason&quot;: &quot;SBP-001-07 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-08-30&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/008_sbp-001-08_01_salesforce_pipeline.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-08",
+    "account_name": "Harbor Collective",
+    "salesforce_account_id": "001SB001000007",
+    "salesforce_opportunity_id": "006SB001000007",
+    "hubspot_company_id": "8000110007",
+    "hubspot_deal_id": "8000120007",
+    "gong_evidence_id": "GE-001-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Harbor Collective",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1223510,
+    "stage": "Proposal",
+    "close_date": "2026-10-19",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-001-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-001-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-15 | EVT-001-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-20 | EVT-001-008-3 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-001-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-001-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-001-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-001-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-001-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-001-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-001-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-001-008-11 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-001-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-001-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-001-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-001-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-001-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-001-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-001-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-001-008-19 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-001-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-001-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-001-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-001-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-001-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-001-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-001-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-001-008-27 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-001-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-001-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-001-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-001-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-001-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-001-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-001-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-001-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-001-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/009_sbp-001-09_02_hubspot_deals.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-09",
+    "account_name": "Indigo Works",
+    "salesforce_account_id": "001SB001000008",
+    "salesforce_opportunity_id": "006SB001000008",
+    "hubspot_company_id": "8000110008",
+    "hubspot_deal_id": "8000120008",
+    "gong_evidence_id": "GE-001-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_hubspot_deals",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Indigo Works",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1360623,
+    "stage": "Qualification",
+    "close_date": "2026-10-26",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-001-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-16 | EVT-001-009-2 | seller | security review remains seller-owned",
+      "2026-05-21 | EVT-001-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-001-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-001-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-001-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-001-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-001-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-001-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-001-009-10 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-001-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-001-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-001-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-001-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-001-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-001-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-001-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-001-009-18 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-001-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-001-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-001-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-001-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-001-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-001-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-001-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-001-009-26 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-001-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-001-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-001-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-001-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-001-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-001-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-001-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-001-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120008",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-09 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-01"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/010_sbp-001-10_02_hubspot_deals.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-10",
+    "account_name": "Juniper Technologies",
+    "salesforce_account_id": "001SB001000009",
+    "salesforce_opportunity_id": "006SB001000009",
+    "hubspot_company_id": "8000110009",
+    "hubspot_deal_id": "8000120009",
+    "gong_evidence_id": "GE-001-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_hubspot_deals",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Juniper Technologies",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1497736,
+    "stage": "Proposal",
+    "close_date": "2026-11-02",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-001-010-1 | buyer | security review remains seller-owned",
+      "2026-05-17 | EVT-001-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-001-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-001-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-001-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-001-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-001-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-001-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-001-010-9 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-001-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-001-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-001-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-001-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-001-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-001-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-001-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-001-010-17 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-001-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-001-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-001-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-001-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-001-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-001-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-001-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-001-010-25 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-001-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-001-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-001-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-001-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-001-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-001-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-001-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-001-010-33 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-001-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000009",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-10 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-02"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/011_sbp-001-11_02_hubspot_deals.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1634849,
+    "benchmark_company": "Northwind Grid Systems",
+    "close_date": "2026-11-09",
+    "industry": "energy software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Services",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "stage": "Qualification"
+  },
+  "controls": {
+    "deletes_authorized": false,
+    "duplicate_mutations_allowed": false,
+    "gong_is_read_only": true,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false
+  },
+  "decision": {
+    "authorized_field": "forecast_status",
+    "authorized_record_id": "8000120010",
+    "authorized_system": "hubspot",
+    "current_value": "pipeline",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-001-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-001-11 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "commit"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-13 | EVT-001-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-001-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-001-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-001-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-001-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-001-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-001-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-001-011-8 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-001-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-001-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-001-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-001-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-001-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-001-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-001-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-001-011-16 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-001-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-001-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-001-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-001-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-001-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-001-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-001-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-001-011-24 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-001-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-001-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-001-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-001-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-001-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-001-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-001-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-001-011-32 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-001-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-001-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-001-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "commercial_terms",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Services",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "02_hubspot_deals",
+    "gong_evidence_id": "GE-001-11",
+    "hubspot_company_id": "8000110010",
+    "hubspot_deal_id": "8000120010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-001-11",
+    "salesforce_account_id": "001SB001000010",
+    "salesforce_opportunity_id": "006SB001000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/012_sbp-001-12_02_hubspot_deals.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-001-northwind-q3-commit"""
+record_control,portfolio_key,"""SBP-001-12"""
+record_control,account_name,"""Lantern Ventures"""
+record_control,salesforce_account_id,"""001SB001000011"""
+record_control,salesforce_opportunity_id,"""006SB001000011"""
+record_control,hubspot_company_id,"""8000110011"""
+record_control,hubspot_deal_id,"""8000120011"""
+record_control,gong_evidence_id,"""GE-001-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""02_hubspot_deals"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Northwind Grid Systems"""
+business_context,portfolio_account,"""Lantern Ventures"""
+business_context,industry,"""energy software"""
+business_context,region,"""North America"""
+business_context,requester,"""VP of Revenue Operations"""
+business_context,amount_usd,1771962
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-16"""
+business_context,owner,"""Amina Yusuf"""
+business_context,owner_role,"""Account Director"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""procurement_timing"""
+evidence,gong_summary,"""Permitted Gong insight GE-001-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-14 | EVT-001-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-19 | EVT-001-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-24 | EVT-001-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-29 | EVT-001-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-03 | EVT-001-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-08 | EVT-001-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-13 | EVT-001-012-7 | buyer | security review remains seller-owned"", ""2026-06-18 | EVT-001-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-23 | EVT-001-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-28 | EVT-001-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-03 | EVT-001-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-08 | EVT-001-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-13 | EVT-001-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-18 | EVT-001-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-23 | EVT-001-012-15 | buyer | security review remains seller-owned"", ""2026-07-28 | EVT-001-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-02 | EVT-001-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-07 | EVT-001-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-12 | EVT-001-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-17 | EVT-001-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-22 | EVT-001-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-27 | EVT-001-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-01 | EVT-001-012-23 | buyer | security review remains seller-owned"", ""2026-09-06 | EVT-001-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-11 | EVT-001-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-16 | EVT-001-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-21 | EVT-001-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-26 | EVT-001-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-01 | EVT-001-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-06 | EVT-001-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-11 | EVT-001-012-31 | buyer | security review remains seller-owned"", ""2026-10-16 | EVT-001-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-21 | EVT-001-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-26 | EVT-001-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-001-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-001-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-04"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/013_sbp-001-13_02_hubspot_deals.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-001-northwind-q3-commit.example
+To: portfolio-review@sb100-001-northwind-q3-commit.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-001-13 / 02_hubspot_deals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-13",
+    "account_name": "Meridian Enterprises",
+    "salesforce_account_id": "001SB001000012",
+    "salesforce_opportunity_id": "006SB001000012",
+    "hubspot_company_id": "8000110012",
+    "hubspot_deal_id": "8000120012",
+    "gong_evidence_id": "GE-001-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_hubspot_deals",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Meridian Enterprises",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1909075,
+    "stage": "Qualification",
+    "close_date": "2026-11-23",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-001-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-001-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-20 | EVT-001-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-25 | EVT-001-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-30 | EVT-001-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-001-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-001-013-6 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-001-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-001-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-001-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-001-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-001-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-001-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-001-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-001-013-14 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-001-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-001-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-001-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-001-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-001-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-001-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-001-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-001-013-22 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-001-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-001-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-001-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-001-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-001-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-001-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-001-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-001-013-30 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-001-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-001-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-001-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-001-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000012",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-13 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/014_sbp-001-14_02_hubspot_deals.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-001-northwind-q3-commit",
+  "portfolio_key": "SBP-001-14",
+  "account_name": "Northstar Cooperative",
+  "salesforce_account_id": "001SB001000013",
+  "salesforce_opportunity_id": "006SB001000013",
+  "hubspot_company_id": "8000110013",
+  "hubspot_deal_id": "8000120013",
+  "gong_evidence_id": "GE-001-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "02_hubspot_deals",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Northwind Grid Systems",
+  "portfolio_account": "Northstar Cooperative",
+  "industry": "energy software",
+  "region": "North America",
+  "requester": "VP of Revenue Operations",
+  "amount_usd": 2046188,
+  "stage": "Proposal",
+  "close_date": "2026-11-30",
+  "owner": "Nora Kim",
+  "owner_role": "Renewals Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "single_threaded",
+  "gong_summary": "Permitted Gong insight GE-001-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-16 | EVT-001-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-21 | EVT-001-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-26 | EVT-001-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-31 | EVT-001-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-05 | EVT-001-014-5 | buyer | security review remains seller-owned",
+    "2026-06-10 | EVT-001-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-15 | EVT-001-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-20 | EVT-001-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-25 | EVT-001-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-30 | EVT-001-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-05 | EVT-001-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-10 | EVT-001-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-15 | EVT-001-014-13 | buyer | security review remains seller-owned",
+    "2026-07-20 | EVT-001-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-25 | EVT-001-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-30 | EVT-001-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-04 | EVT-001-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-09 | EVT-001-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-14 | EVT-001-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-19 | EVT-001-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-24 | EVT-001-014-21 | buyer | security review remains seller-owned",
+    "2026-08-29 | EVT-001-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-03 | EVT-001-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-08 | EVT-001-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-13 | EVT-001-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-18 | EVT-001-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-23 | EVT-001-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-28 | EVT-001-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-03 | EVT-001-014-29 | buyer | security review remains seller-owned",
+    "2026-10-08 | EVT-001-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-13 | EVT-001-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-18 | EVT-001-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-23 | EVT-001-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-28 | EVT-001-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-001-12",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8000120013",
+  "authorized_field": "forecast_status",
+  "current_value": "pipeline",
+  "required_value": "commit",
+  "reason": "SBP-001-14 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-08-31"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/015_sbp-001-15_02_hubspot_deals.html

@@ -0,0 +1,90 @@
+<!doctype html><html><head><meta charset="utf-8"><title>Sales evidence record</title></head><body><h1>Sales evidence record</h1><pre>{
+  &quot;record_control&quot;: {
+    &quot;task_id&quot;: &quot;sb100-001-northwind-q3-commit&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-001-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Platform&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB001000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB001000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000110014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000120014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-001-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;02_hubspot_deals&quot;,
+    &quot;source_version&quot;: &quot;v4.6&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Northwind Grid Systems&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Platform&quot;,
+    &quot;industry&quot;: &quot;energy software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;VP of Revenue Operations&quot;,
+    &quot;amount_usd&quot;: 2183301,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-12-07&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;owner_role&quot;: &quot;SDR Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;stage_evidence_gap&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-001-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-17 | EVT-001-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-22 | EVT-001-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-27 | EVT-001-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-01 | EVT-001-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-06 | EVT-001-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-11 | EVT-001-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-16 | EVT-001-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-21 | EVT-001-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-26 | EVT-001-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-01 | EVT-001-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-06 | EVT-001-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-11 | EVT-001-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-16 | EVT-001-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-21 | EVT-001-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-26 | EVT-001-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-31 | EVT-001-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-05 | EVT-001-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-10 | EVT-001-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-15 | EVT-001-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-20 | EVT-001-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-25 | EVT-001-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-30 | EVT-001-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-04 | EVT-001-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-09 | EVT-001-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-14 | EVT-001-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-19 | EVT-001-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-24 | EVT-001-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-29 | EVT-001-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-04 | EVT-001-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-09 | EVT-001-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-14 | EVT-001-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-19 | EVT-001-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-24 | EVT-001-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-29 | EVT-001-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-001-15&quot;,
+    &quot;authorized_system&quot;: &quot;none&quot;,
+    &quot;authorized_record_id&quot;: &quot;none&quot;,
+    &quot;authorized_field&quot;: &quot;none&quot;,
+    &quot;current_value&quot;: &quot;unchanged&quot;,
+    &quot;required_value&quot;: &quot;unchanged&quot;,
+    &quot;reason&quot;: &quot;SBP-001-15 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-01&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/016_sbp-001-16_02_hubspot_deals.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-16",
+    "account_name": "Palisade Corporation",
+    "salesforce_account_id": "001SB001000015",
+    "salesforce_opportunity_id": "006SB001000015",
+    "hubspot_company_id": "8000110015",
+    "hubspot_deal_id": "8000120015",
+    "gong_evidence_id": "GE-001-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_hubspot_deals",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Palisade Corporation",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 2320414,
+    "stage": "Proposal",
+    "close_date": "2026-12-14",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-001-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-001-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-001-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-001-016-3 | buyer | security review remains seller-owned",
+      "2026-06-02 | EVT-001-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-001-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-001-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-001-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-001-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-001-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-001-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-001-016-11 | buyer | security review remains seller-owned",
+      "2026-07-12 | EVT-001-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-001-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-001-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-001-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-001-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-001-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-001-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-001-016-19 | buyer | security review remains seller-owned",
+      "2026-08-21 | EVT-001-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-001-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-001-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-001-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-001-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-001-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-001-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-001-016-27 | buyer | security review remains seller-owned",
+      "2026-09-30 | EVT-001-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-001-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-001-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-001-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-001-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-001-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-001-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-001-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-001-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-02"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/017_sbp-001-01_03_gong_briefs.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-01",
+    "account_name": "Alder Group",
+    "salesforce_account_id": "001SB001000000",
+    "salesforce_opportunity_id": "006SB001000000",
+    "hubspot_company_id": "8000110000",
+    "hubspot_deal_id": "8000120000",
+    "gong_evidence_id": "GE-001-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_gong_briefs",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Alder Group",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 263719,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-001-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-24 | EVT-001-017-2 | seller | security review remains seller-owned",
+      "2026-05-29 | EVT-001-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-001-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-001-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-001-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-001-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-001-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-001-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-001-017-10 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-001-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-001-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-001-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-001-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-001-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-001-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-001-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-001-017-18 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-001-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-001-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-001-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-001-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-001-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-001-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-001-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-001-017-26 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-001-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-001-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-001-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-001-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-001-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-001-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-001-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-001-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/018_sbp-001-02_03_gong_briefs.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-02",
+    "account_name": "Beacon Holdings",
+    "salesforce_account_id": "001SB001000001",
+    "salesforce_opportunity_id": "006SB001000001",
+    "hubspot_company_id": "8000110001",
+    "hubspot_deal_id": "8000120001",
+    "gong_evidence_id": "GE-001-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_gong_briefs",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Beacon Holdings",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 400832,
+    "stage": "Proposal",
+    "close_date": "2026-09-07",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-001-018-1 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-001-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-001-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-001-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-001-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-001-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-001-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-001-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-001-018-9 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-001-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-001-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-001-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-001-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-001-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-001-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-001-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-001-018-17 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-001-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-001-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-001-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-001-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-001-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-001-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-001-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-001-018-25 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-001-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-001-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-001-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-001-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-001-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-001-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-001-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-001-018-33 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-001-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/019_sbp-001-03_03_gong_briefs.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 537945,
+    "benchmark_company": "Northwind Grid Systems",
+    "close_date": "2026-09-14",
+    "industry": "energy software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Systems",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "stage": "Qualification"
+  },
+  "controls": {
+    "deletes_authorized": false,
+    "duplicate_mutations_allowed": false,
+    "gong_is_read_only": true,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false
+  },
+  "decision": {
+    "authorized_field": "ForecastCategoryName",
+    "authorized_record_id": "006SB001000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-001-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-001-03 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "Commit"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-21 | EVT-001-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-001-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-001-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-001-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-001-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-001-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-001-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-001-019-8 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-001-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-001-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-001-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-001-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-001-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-001-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-001-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-001-019-16 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-001-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-001-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-001-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-001-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-001-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-001-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-001-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-001-019-24 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-001-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-001-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-001-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-001-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-001-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-001-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-001-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-001-019-32 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-001-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-001-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-001-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "commercial_terms",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Systems",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "03_gong_briefs",
+    "gong_evidence_id": "GE-001-03",
+    "hubspot_company_id": "8000110002",
+    "hubspot_deal_id": "8000120002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-001-03",
+    "salesforce_account_id": "001SB001000002",
+    "salesforce_opportunity_id": "006SB001000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/020_sbp-001-04_03_gong_briefs.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-001-northwind-q3-commit"""
+record_control,portfolio_key,"""SBP-001-04"""
+record_control,account_name,"""Dovetail Partners"""
+record_control,salesforce_account_id,"""001SB001000003"""
+record_control,salesforce_opportunity_id,"""006SB001000003"""
+record_control,hubspot_company_id,"""8000110003"""
+record_control,hubspot_deal_id,"""8000120003"""
+record_control,gong_evidence_id,"""GE-001-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""03_gong_briefs"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Northwind Grid Systems"""
+business_context,portfolio_account,"""Dovetail Partners"""
+business_context,industry,"""energy software"""
+business_context,region,"""North America"""
+business_context,requester,"""VP of Revenue Operations"""
+business_context,amount_usd,675058
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-09-21"""
+business_context,owner,"""Amina Yusuf"""
+business_context,owner_role,"""Account Director"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""procurement_timing"""
+evidence,gong_summary,"""Permitted Gong insight GE-001-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-22 | EVT-001-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-27 | EVT-001-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-01 | EVT-001-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-06 | EVT-001-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-11 | EVT-001-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-16 | EVT-001-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-21 | EVT-001-020-7 | buyer | security review remains seller-owned"", ""2026-06-26 | EVT-001-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-01 | EVT-001-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-06 | EVT-001-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-11 | EVT-001-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-16 | EVT-001-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-21 | EVT-001-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-26 | EVT-001-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-31 | EVT-001-020-15 | buyer | security review remains seller-owned"", ""2026-08-05 | EVT-001-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-10 | EVT-001-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-15 | EVT-001-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-20 | EVT-001-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-25 | EVT-001-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-30 | EVT-001-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-04 | EVT-001-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-09 | EVT-001-020-23 | buyer | security review remains seller-owned"", ""2026-09-14 | EVT-001-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-19 | EVT-001-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-24 | EVT-001-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-29 | EVT-001-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-04 | EVT-001-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-09 | EVT-001-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-14 | EVT-001-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-19 | EVT-001-020-31 | buyer | security review remains seller-owned"", ""2026-10-24 | EVT-001-020-32 | seller | champion requested a revised mutual action plan"", ""2026-10-29 | EVT-001-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-03 | EVT-001-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-001-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8000120003"""
+decision,authorized_field,"""forecast_status"""
+decision,current_value,"""pipeline"""
+decision,required_value,"""commit"""
+decision,reason,"""SBP-001-04 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-02"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/021_sbp-001-05_03_gong_briefs.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-001-northwind-q3-commit.example
+To: portfolio-review@sb100-001-northwind-q3-commit.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-001-05 / 03_gong_briefs
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-05",
+    "account_name": "Evergreen Networks",
+    "salesforce_account_id": "001SB001000004",
+    "salesforce_opportunity_id": "006SB001000004",
+    "hubspot_company_id": "8000110004",
+    "hubspot_deal_id": "8000120004",
+    "gong_evidence_id": "GE-001-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_gong_briefs",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Evergreen Networks",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 812171,
+    "stage": "Qualification",
+    "close_date": "2026-09-28",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-001-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-001-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-001-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-001-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-001-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-001-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-001-021-6 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-001-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-001-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-001-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-001-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-001-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-001-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-001-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-001-021-14 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-001-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-001-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-001-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-001-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-001-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-001-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-001-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-001-021-22 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-001-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-001-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-001-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-001-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-001-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-001-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-001-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-001-021-30 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-001-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-001-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-001-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-001-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000004",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-05 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-03"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/022_sbp-001-06_03_gong_briefs.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-001-northwind-q3-commit",
+  "portfolio_key": "SBP-001-06",
+  "account_name": "Foxglove Labs",
+  "salesforce_account_id": "001SB001000005",
+  "salesforce_opportunity_id": "006SB001000005",
+  "hubspot_company_id": "8000110005",
+  "hubspot_deal_id": "8000120005",
+  "gong_evidence_id": "GE-001-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "03_gong_briefs",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Northwind Grid Systems",
+  "portfolio_account": "Foxglove Labs",
+  "industry": "energy software",
+  "region": "North America",
+  "requester": "VP of Revenue Operations",
+  "amount_usd": 949284,
+  "stage": "Proposal",
+  "close_date": "2026-10-05",
+  "owner": "Nora Kim",
+  "owner_role": "Renewals Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "single_threaded",
+  "gong_summary": "Permitted Gong insight GE-001-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-24 | EVT-001-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-29 | EVT-001-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-03 | EVT-001-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-08 | EVT-001-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-13 | EVT-001-022-5 | buyer | security review remains seller-owned",
+    "2026-06-18 | EVT-001-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-23 | EVT-001-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-28 | EVT-001-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-03 | EVT-001-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-08 | EVT-001-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-13 | EVT-001-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-18 | EVT-001-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-23 | EVT-001-022-13 | buyer | security review remains seller-owned",
+    "2026-07-28 | EVT-001-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-02 | EVT-001-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-07 | EVT-001-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-12 | EVT-001-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-17 | EVT-001-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-22 | EVT-001-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-27 | EVT-001-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-01 | EVT-001-022-21 | buyer | security review remains seller-owned",
+    "2026-09-06 | EVT-001-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-11 | EVT-001-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-16 | EVT-001-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-21 | EVT-001-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-26 | EVT-001-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-01 | EVT-001-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-06 | EVT-001-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-11 | EVT-001-022-29 | buyer | security review remains seller-owned",
+    "2026-10-16 | EVT-001-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-21 | EVT-001-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-26 | EVT-001-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-31 | EVT-001-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-05 | EVT-001-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-001-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8000120005",
+  "authorized_field": "forecast_status",
+  "current_value": "pipeline",
+  "required_value": "commit",
+  "reason": "SBP-001-06 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-04"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/023_sbp-001-07_03_gong_briefs.html

@@ -0,0 +1,90 @@
+<!doctype html><html><head><meta charset="utf-8"><title>Sales evidence record</title></head><body><h1>Sales evidence record</h1><pre>{
+  &quot;record_control&quot;: {
+    &quot;task_id&quot;: &quot;sb100-001-northwind-q3-commit&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-001-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Industries&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB001000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB001000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000110006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000120006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-001-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;03_gong_briefs&quot;,
+    &quot;source_version&quot;: &quot;v4.5&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Northwind Grid Systems&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Industries&quot;,
+    &quot;industry&quot;: &quot;energy software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;VP of Revenue Operations&quot;,
+    &quot;amount_usd&quot;: 1086397,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-12&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;owner_role&quot;: &quot;SDR Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;stage_evidence_gap&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-001-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-25 | EVT-001-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-30 | EVT-001-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-04 | EVT-001-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-09 | EVT-001-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-14 | EVT-001-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-19 | EVT-001-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-24 | EVT-001-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-29 | EVT-001-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-04 | EVT-001-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-09 | EVT-001-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-14 | EVT-001-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-19 | EVT-001-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-24 | EVT-001-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-29 | EVT-001-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-03 | EVT-001-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-08 | EVT-001-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-13 | EVT-001-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-18 | EVT-001-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-23 | EVT-001-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-28 | EVT-001-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-02 | EVT-001-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-07 | EVT-001-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-12 | EVT-001-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-17 | EVT-001-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-22 | EVT-001-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-27 | EVT-001-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-02 | EVT-001-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-07 | EVT-001-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-12 | EVT-001-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-17 | EVT-001-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-22 | EVT-001-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-27 | EVT-001-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-01 | EVT-001-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-06 | EVT-001-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-001-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB001000006&quot;,
+    &quot;authorized_field&quot;: &quot;ForecastCategoryName&quot;,
+    &quot;current_value&quot;: &quot;Pipeline&quot;,
+    &quot;required_value&quot;: &quot;Commit&quot;,
+    &quot;reason&quot;: &quot;SBP-001-07 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-08-30&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-001-northwind-q3-commit/03_gong_briefs/024_sbp-001-08_03_gong_briefs.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-08",
+    "account_name": "Harbor Collective",
+    "salesforce_account_id": "001SB001000007",
+    "salesforce_opportunity_id": "006SB001000007",
+    "hubspot_company_id": "8000110007",
+    "hubspot_deal_id": "8000120007",
+    "gong_evidence_id": "GE-001-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_gong_briefs",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Harbor Collective",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1223510,
+    "stage": "Proposal",
+    "close_date": "2026-10-19",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-001-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-001-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-001-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-001-024-3 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-001-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-001-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-001-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-001-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-001-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-001-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-001-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-001-024-11 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-001-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-001-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-001-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-001-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-001-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-001-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-001-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-001-024-19 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-001-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-001-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-001-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-001-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-001-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-001-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-001-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-001-024-27 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-001-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-001-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-001-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-001-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-001-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-001-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-001-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-001-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-001-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/04_call_evidence/025_sbp-001-09_04_call_evidence.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-09",
+    "account_name": "Indigo Works",
+    "salesforce_account_id": "001SB001000008",
+    "salesforce_opportunity_id": "006SB001000008",
+    "hubspot_company_id": "8000110008",
+    "hubspot_deal_id": "8000120008",
+    "gong_evidence_id": "GE-001-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_call_evidence",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Indigo Works",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1360623,
+    "stage": "Qualification",
+    "close_date": "2026-10-26",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-001-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-001-025-2 | seller | security review remains seller-owned",
+      "2026-06-06 | EVT-001-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-001-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-001-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-001-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-001-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-001-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-001-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-001-025-10 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-001-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-001-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-001-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-001-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-001-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-001-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-001-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-001-025-18 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-001-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-001-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-001-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-001-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-001-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-001-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-001-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-001-025-26 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-001-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-001-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-001-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-001-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-001-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-001-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-001-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-001-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120008",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-09 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-01"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/04_call_evidence/026_sbp-001-10_04_call_evidence.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-10",
+    "account_name": "Juniper Technologies",
+    "salesforce_account_id": "001SB001000009",
+    "salesforce_opportunity_id": "006SB001000009",
+    "hubspot_company_id": "8000110009",
+    "hubspot_deal_id": "8000120009",
+    "gong_evidence_id": "GE-001-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_call_evidence",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Juniper Technologies",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1497736,
+    "stage": "Proposal",
+    "close_date": "2026-11-02",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-001-026-1 | buyer | security review remains seller-owned",
+      "2026-06-02 | EVT-001-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-001-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-001-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-001-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-001-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-001-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-001-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-001-026-9 | buyer | security review remains seller-owned",
+      "2026-07-12 | EVT-001-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-001-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-001-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-001-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-001-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-001-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-001-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-001-026-17 | buyer | security review remains seller-owned",
+      "2026-08-21 | EVT-001-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-001-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-001-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-001-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-001-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-001-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-001-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-001-026-25 | buyer | security review remains seller-owned",
+      "2026-09-30 | EVT-001-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-001-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-001-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-001-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-001-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-001-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-001-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-001-026-33 | buyer | security review remains seller-owned",
+      "2026-11-09 | EVT-001-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000009",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-10 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-02"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/04_call_evidence/027_sbp-001-11_04_call_evidence.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1634849,
+    "benchmark_company": "Northwind Grid Systems",
+    "close_date": "2026-11-09",
+    "industry": "energy software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Services",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "stage": "Qualification"
+  },
+  "controls": {
+    "deletes_authorized": false,
+    "duplicate_mutations_allowed": false,
+    "gong_is_read_only": true,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false
+  },
+  "decision": {
+    "authorized_field": "forecast_status",
+    "authorized_record_id": "8000120010",
+    "authorized_system": "hubspot",
+    "current_value": "pipeline",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-001-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-001-11 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "commit"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-29 | EVT-001-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-001-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-001-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-001-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-001-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-001-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-001-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-001-027-8 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-001-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-001-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-001-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-001-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-001-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-001-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-001-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-001-027-16 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-001-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-001-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-001-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-001-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-001-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-001-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-001-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-001-027-24 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-001-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-001-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-001-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-001-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-001-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-001-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-001-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-001-027-32 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-001-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-001-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-001-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "commercial_terms",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Services",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "04_call_evidence",
+    "gong_evidence_id": "GE-001-11",
+    "hubspot_company_id": "8000110010",
+    "hubspot_deal_id": "8000120010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-001-11",
+    "salesforce_account_id": "001SB001000010",
+    "salesforce_opportunity_id": "006SB001000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}

task_files/sb100-001-northwind-q3-commit/04_call_evidence/028_sbp-001-12_04_call_evidence.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-001-northwind-q3-commit"""
+record_control,portfolio_key,"""SBP-001-12"""
+record_control,account_name,"""Lantern Ventures"""
+record_control,salesforce_account_id,"""001SB001000011"""
+record_control,salesforce_opportunity_id,"""006SB001000011"""
+record_control,hubspot_company_id,"""8000110011"""
+record_control,hubspot_deal_id,"""8000120011"""
+record_control,gong_evidence_id,"""GE-001-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""04_call_evidence"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Northwind Grid Systems"""
+business_context,portfolio_account,"""Lantern Ventures"""
+business_context,industry,"""energy software"""
+business_context,region,"""North America"""
+business_context,requester,"""VP of Revenue Operations"""
+business_context,amount_usd,1771962
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-16"""
+business_context,owner,"""Amina Yusuf"""
+business_context,owner_role,"""Account Director"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""procurement_timing"""
+evidence,gong_summary,"""Permitted Gong insight GE-001-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-30 | EVT-001-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-04 | EVT-001-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-09 | EVT-001-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-14 | EVT-001-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-19 | EVT-001-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-24 | EVT-001-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-29 | EVT-001-028-7 | buyer | security review remains seller-owned"", ""2026-07-04 | EVT-001-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-09 | EVT-001-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-14 | EVT-001-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-19 | EVT-001-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-24 | EVT-001-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-29 | EVT-001-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-03 | EVT-001-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-08 | EVT-001-028-15 | buyer | security review remains seller-owned"", ""2026-08-13 | EVT-001-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-18 | EVT-001-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-23 | EVT-001-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-28 | EVT-001-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-02 | EVT-001-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-07 | EVT-001-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-12 | EVT-001-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-17 | EVT-001-028-23 | buyer | security review remains seller-owned"", ""2026-09-22 | EVT-001-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-27 | EVT-001-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-02 | EVT-001-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-07 | EVT-001-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-12 | EVT-001-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-17 | EVT-001-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-22 | EVT-001-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-27 | EVT-001-028-31 | buyer | security review remains seller-owned"", ""2026-11-01 | EVT-001-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-06 | EVT-001-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-11 | EVT-001-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-001-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-001-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-04"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-001-northwind-q3-commit/04_call_evidence/029_sbp-001-13_04_call_evidence.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-001-northwind-q3-commit.example
+To: portfolio-review@sb100-001-northwind-q3-commit.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-001-13 / 04_call_evidence
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-13",
+    "account_name": "Meridian Enterprises",
+    "salesforce_account_id": "001SB001000012",
+    "salesforce_opportunity_id": "006SB001000012",
+    "hubspot_company_id": "8000110012",
+    "hubspot_deal_id": "8000120012",
+    "gong_evidence_id": "GE-001-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_call_evidence",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Meridian Enterprises",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1909075,
+    "stage": "Qualification",
+    "close_date": "2026-11-23",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-001-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-001-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-001-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-001-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-001-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-001-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-001-029-6 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-001-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-001-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-001-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-001-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-001-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-001-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-001-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-001-029-14 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-001-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-001-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-001-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-001-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-001-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-001-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-001-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-001-029-22 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-001-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-001-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-001-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-001-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-001-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-001-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-001-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-001-029-30 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-001-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-001-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-07 | EVT-001-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-12 | EVT-001-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000012",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-13 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-001-northwind-q3-commit/04_call_evidence/030_sbp-001-14_04_call_evidence.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-001-northwind-q3-commit",
+  "portfolio_key": "SBP-001-14",
+  "account_name": "Northstar Cooperative",
+  "salesforce_account_id": "001SB001000013",
+  "salesforce_opportunity_id": "006SB001000013",
+  "hubspot_company_id": "8000110013",
+  "hubspot_deal_id": "8000120013",
+  "gong_evidence_id": "GE-001-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "04_call_evidence",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Northwind Grid Systems",
+  "portfolio_account": "Northstar Cooperative",
+  "industry": "energy software",
+  "region": "North America",
+  "requester": "VP of Revenue Operations",
+  "amount_usd": 2046188,
+  "stage": "Proposal",
+  "close_date": "2026-11-30",
+  "owner": "Nora Kim",
+  "owner_role": "Renewals Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "single_threaded",
+  "gong_summary": "Permitted Gong insight GE-001-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-01 | EVT-001-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-06 | EVT-001-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-11 | EVT-001-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-16 | EVT-001-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-21 | EVT-001-030-5 | buyer | security review remains seller-owned",
+    "2026-06-26 | EVT-001-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-01 | EVT-001-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-06 | EVT-001-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-11 | EVT-001-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-16 | EVT-001-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-21 | EVT-001-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-26 | EVT-001-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-31 | EVT-001-030-13 | buyer | security review remains seller-owned",
+    "2026-08-05 | EVT-001-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-10 | EVT-001-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-15 | EVT-001-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-20 | EVT-001-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-25 | EVT-001-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-30 | EVT-001-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-04 | EVT-001-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-09 | EVT-001-030-21 | buyer | security review remains seller-owned",
+    "2026-09-14 | EVT-001-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-19 | EVT-001-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-24 | EVT-001-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-29 | EVT-001-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-04 | EVT-001-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-09 | EVT-001-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-14 | EVT-001-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-19 | EVT-001-030-29 | buyer | security review remains seller-owned",
+    "2026-10-24 | EVT-001-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-29 | EVT-001-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-03 | EVT-001-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-08 | EVT-001-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-13 | EVT-001-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-001-12",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8000120013",
+  "authorized_field": "forecast_status",
+  "current_value": "pipeline",
+  "required_value": "commit",
+  "reason": "SBP-001-14 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-08-31"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-001-northwind-q3-commit/04_call_evidence/031_sbp-001-15_04_call_evidence.html

@@ -0,0 +1,90 @@
+<!doctype html><html><head><meta charset="utf-8"><title>Sales evidence record</title></head><body><h1>Sales evidence record</h1><pre>{
+  &quot;record_control&quot;: {
+    &quot;task_id&quot;: &quot;sb100-001-northwind-q3-commit&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-001-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Platform&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB001000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB001000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000110014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000120014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-001-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;04_call_evidence&quot;,
+    &quot;source_version&quot;: &quot;v4.4&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Northwind Grid Systems&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Platform&quot;,
+    &quot;industry&quot;: &quot;energy software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;VP of Revenue Operations&quot;,
+    &quot;amount_usd&quot;: 2183301,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-12-07&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;owner_role&quot;: &quot;SDR Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;stage_evidence_gap&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-001-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-02 | EVT-001-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-07 | EVT-001-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-12 | EVT-001-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-17 | EVT-001-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-22 | EVT-001-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-27 | EVT-001-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-02 | EVT-001-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-07 | EVT-001-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-12 | EVT-001-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-17 | EVT-001-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-22 | EVT-001-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-27 | EVT-001-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-01 | EVT-001-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-06 | EVT-001-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-11 | EVT-001-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-16 | EVT-001-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-21 | EVT-001-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-26 | EVT-001-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-31 | EVT-001-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-05 | EVT-001-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-10 | EVT-001-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-15 | EVT-001-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-20 | EVT-001-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-25 | EVT-001-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-30 | EVT-001-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-05 | EVT-001-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-10 | EVT-001-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-15 | EVT-001-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-20 | EVT-001-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-25 | EVT-001-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-30 | EVT-001-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-04 | EVT-001-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-09 | EVT-001-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-14 | EVT-001-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-001-15&quot;,
+    &quot;authorized_system&quot;: &quot;none&quot;,
+    &quot;authorized_record_id&quot;: &quot;none&quot;,
+    &quot;authorized_field&quot;: &quot;none&quot;,
+    &quot;current_value&quot;: &quot;unchanged&quot;,
+    &quot;required_value&quot;: &quot;unchanged&quot;,
+    &quot;reason&quot;: &quot;SBP-001-15 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-01&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-001-northwind-q3-commit/04_call_evidence/032_sbp-001-16_04_call_evidence.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-16",
+    "account_name": "Palisade Corporation",
+    "salesforce_account_id": "001SB001000015",
+    "salesforce_opportunity_id": "006SB001000015",
+    "hubspot_company_id": "8000110015",
+    "hubspot_deal_id": "8000120015",
+    "gong_evidence_id": "GE-001-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_call_evidence",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Palisade Corporation",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 2320414,
+    "stage": "Proposal",
+    "close_date": "2026-12-14",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-001-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-001-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-001-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-001-032-3 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-001-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-001-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-001-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-001-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-001-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-001-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-001-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-001-032-11 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-001-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-001-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-001-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-001-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-001-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-001-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-001-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-001-032-19 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-001-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-001-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-001-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-001-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-001-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-001-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-001-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-001-032-27 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-001-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-001-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-001-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-001-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-001-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-001-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-001-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-001-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-001-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-02"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/033_sbp-001-01_05_forecast_snapshots.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-01",
+    "account_name": "Alder Group",
+    "salesforce_account_id": "001SB001000000",
+    "salesforce_opportunity_id": "006SB001000000",
+    "hubspot_company_id": "8000110000",
+    "hubspot_deal_id": "8000120000",
+    "gong_evidence_id": "GE-001-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Alder Group",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 263719,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-001-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-001-033-2 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-001-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-001-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-001-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-001-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-001-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-001-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-001-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-001-033-10 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-001-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-001-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-001-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-001-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-001-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-001-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-001-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-001-033-18 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-001-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-001-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-001-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-001-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-001-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-001-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-001-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-001-033-26 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-001-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-001-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-001-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-001-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-001-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-001-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-001-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-001-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/034_sbp-001-02_05_forecast_snapshots.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-02",
+    "account_name": "Beacon Holdings",
+    "salesforce_account_id": "001SB001000001",
+    "salesforce_opportunity_id": "006SB001000001",
+    "hubspot_company_id": "8000110001",
+    "hubspot_deal_id": "8000120001",
+    "gong_evidence_id": "GE-001-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Beacon Holdings",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 400832,
+    "stage": "Proposal",
+    "close_date": "2026-09-07",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-001-034-1 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-001-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-001-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-001-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-001-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-001-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-001-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-001-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-001-034-9 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-001-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-001-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-001-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-001-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-001-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-001-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-001-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-001-034-17 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-001-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-001-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-001-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-001-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-001-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-001-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-001-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-001-034-25 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-001-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-001-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-001-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-001-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-001-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-001-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-001-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-001-034-33 | buyer | security review remains seller-owned",
+      "2026-11-17 | EVT-001-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/035_sbp-001-03_05_forecast_snapshots.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 537945,
+    "benchmark_company": "Northwind Grid Systems",
+    "close_date": "2026-09-14",
+    "industry": "energy software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Systems",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "stage": "Qualification"
+  },
+  "controls": {
+    "deletes_authorized": false,
+    "duplicate_mutations_allowed": false,
+    "gong_is_read_only": true,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false
+  },
+  "decision": {
+    "authorized_field": "ForecastCategoryName",
+    "authorized_record_id": "006SB001000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-001-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-001-03 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "Commit"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-06 | EVT-001-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-001-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-001-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-001-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-001-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-001-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-001-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-001-035-8 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-001-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-001-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-001-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-001-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-001-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-001-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-001-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-001-035-16 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-001-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-001-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-001-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-001-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-001-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-001-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-001-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-001-035-24 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-001-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-001-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-001-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-001-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-001-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-001-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-001-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-001-035-32 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-001-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-001-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-001-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "commercial_terms",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Systems",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "05_forecast_snapshots",
+    "gong_evidence_id": "GE-001-03",
+    "hubspot_company_id": "8000110002",
+    "hubspot_deal_id": "8000120002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-001-03",
+    "salesforce_account_id": "001SB001000002",
+    "salesforce_opportunity_id": "006SB001000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/036_sbp-001-04_05_forecast_snapshots.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-001-northwind-q3-commit"""
+record_control,portfolio_key,"""SBP-001-04"""
+record_control,account_name,"""Dovetail Partners"""
+record_control,salesforce_account_id,"""001SB001000003"""
+record_control,salesforce_opportunity_id,"""006SB001000003"""
+record_control,hubspot_company_id,"""8000110003"""
+record_control,hubspot_deal_id,"""8000120003"""
+record_control,gong_evidence_id,"""GE-001-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""05_forecast_snapshots"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Northwind Grid Systems"""
+business_context,portfolio_account,"""Dovetail Partners"""
+business_context,industry,"""energy software"""
+business_context,region,"""North America"""
+business_context,requester,"""VP of Revenue Operations"""
+business_context,amount_usd,675058
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-09-21"""
+business_context,owner,"""Amina Yusuf"""
+business_context,owner_role,"""Account Director"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""procurement_timing"""
+evidence,gong_summary,"""Permitted Gong insight GE-001-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-07 | EVT-001-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-12 | EVT-001-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-17 | EVT-001-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-22 | EVT-001-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-27 | EVT-001-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-02 | EVT-001-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-07 | EVT-001-036-7 | buyer | security review remains seller-owned"", ""2026-07-12 | EVT-001-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-17 | EVT-001-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-22 | EVT-001-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-27 | EVT-001-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-01 | EVT-001-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-06 | EVT-001-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-11 | EVT-001-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-16 | EVT-001-036-15 | buyer | security review remains seller-owned"", ""2026-08-21 | EVT-001-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-26 | EVT-001-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-31 | EVT-001-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-05 | EVT-001-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-10 | EVT-001-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-15 | EVT-001-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-20 | EVT-001-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-25 | EVT-001-036-23 | buyer | security review remains seller-owned"", ""2026-09-30 | EVT-001-036-24 | seller | champion requested a revised mutual action plan"", ""2026-10-05 | EVT-001-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-10 | EVT-001-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-15 | EVT-001-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-20 | EVT-001-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-25 | EVT-001-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-30 | EVT-001-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-04 | EVT-001-036-31 | buyer | security review remains seller-owned"", ""2026-11-09 | EVT-001-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-14 | EVT-001-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-19 | EVT-001-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-001-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8000120003"""
+decision,authorized_field,"""forecast_status"""
+decision,current_value,"""pipeline"""
+decision,required_value,"""commit"""
+decision,reason,"""SBP-001-04 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-02"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/037_sbp-001-05_05_forecast_snapshots.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-001-northwind-q3-commit.example
+To: portfolio-review@sb100-001-northwind-q3-commit.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-001-05 / 05_forecast_snapshots
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-05",
+    "account_name": "Evergreen Networks",
+    "salesforce_account_id": "001SB001000004",
+    "salesforce_opportunity_id": "006SB001000004",
+    "hubspot_company_id": "8000110004",
+    "hubspot_deal_id": "8000120004",
+    "gong_evidence_id": "GE-001-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Evergreen Networks",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 812171,
+    "stage": "Qualification",
+    "close_date": "2026-09-28",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-001-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-001-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-001-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-001-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-001-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-001-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-001-037-6 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-001-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-001-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-001-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-001-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-001-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-001-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-001-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-001-037-14 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-001-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-001-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-001-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-001-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-001-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-001-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-001-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-001-037-22 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-001-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-001-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-001-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-001-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-001-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-001-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-001-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-001-037-30 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-001-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-001-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-15 | EVT-001-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-20 | EVT-001-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000004",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-05 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-03"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/038_sbp-001-06_05_forecast_snapshots.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-001-northwind-q3-commit",
+  "portfolio_key": "SBP-001-06",
+  "account_name": "Foxglove Labs",
+  "salesforce_account_id": "001SB001000005",
+  "salesforce_opportunity_id": "006SB001000005",
+  "hubspot_company_id": "8000110005",
+  "hubspot_deal_id": "8000120005",
+  "gong_evidence_id": "GE-001-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "05_forecast_snapshots",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Northwind Grid Systems",
+  "portfolio_account": "Foxglove Labs",
+  "industry": "energy software",
+  "region": "North America",
+  "requester": "VP of Revenue Operations",
+  "amount_usd": 949284,
+  "stage": "Proposal",
+  "close_date": "2026-10-05",
+  "owner": "Nora Kim",
+  "owner_role": "Renewals Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "single_threaded",
+  "gong_summary": "Permitted Gong insight GE-001-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-09 | EVT-001-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-14 | EVT-001-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-19 | EVT-001-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-24 | EVT-001-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-29 | EVT-001-038-5 | buyer | security review remains seller-owned",
+    "2026-07-04 | EVT-001-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-09 | EVT-001-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-14 | EVT-001-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-19 | EVT-001-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-24 | EVT-001-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-29 | EVT-001-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-03 | EVT-001-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-08 | EVT-001-038-13 | buyer | security review remains seller-owned",
+    "2026-08-13 | EVT-001-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-18 | EVT-001-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-23 | EVT-001-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-28 | EVT-001-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-02 | EVT-001-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-07 | EVT-001-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-12 | EVT-001-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-17 | EVT-001-038-21 | buyer | security review remains seller-owned",
+    "2026-09-22 | EVT-001-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-27 | EVT-001-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-02 | EVT-001-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-07 | EVT-001-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-12 | EVT-001-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-17 | EVT-001-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-22 | EVT-001-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-27 | EVT-001-038-29 | buyer | security review remains seller-owned",
+    "2026-11-01 | EVT-001-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-06 | EVT-001-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-11 | EVT-001-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-16 | EVT-001-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-21 | EVT-001-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-001-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8000120005",
+  "authorized_field": "forecast_status",
+  "current_value": "pipeline",
+  "required_value": "commit",
+  "reason": "SBP-001-06 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-04"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/039_sbp-001-07_05_forecast_snapshots.html

@@ -0,0 +1,90 @@
+<!doctype html><html><head><meta charset="utf-8"><title>Sales evidence record</title></head><body><h1>Sales evidence record</h1><pre>{
+  &quot;record_control&quot;: {
+    &quot;task_id&quot;: &quot;sb100-001-northwind-q3-commit&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-001-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Industries&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB001000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB001000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000110006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000120006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-001-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;05_forecast_snapshots&quot;,
+    &quot;source_version&quot;: &quot;v4.3&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Northwind Grid Systems&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Industries&quot;,
+    &quot;industry&quot;: &quot;energy software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;VP of Revenue Operations&quot;,
+    &quot;amount_usd&quot;: 1086397,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-12&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;owner_role&quot;: &quot;SDR Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;stage_evidence_gap&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-001-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-10 | EVT-001-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-15 | EVT-001-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-20 | EVT-001-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-25 | EVT-001-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-30 | EVT-001-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-05 | EVT-001-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-10 | EVT-001-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-15 | EVT-001-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-20 | EVT-001-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-25 | EVT-001-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-30 | EVT-001-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-04 | EVT-001-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-09 | EVT-001-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-14 | EVT-001-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-19 | EVT-001-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-24 | EVT-001-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-29 | EVT-001-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-03 | EVT-001-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-08 | EVT-001-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-13 | EVT-001-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-18 | EVT-001-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-23 | EVT-001-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-28 | EVT-001-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-03 | EVT-001-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-08 | EVT-001-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-13 | EVT-001-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-18 | EVT-001-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-23 | EVT-001-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-28 | EVT-001-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-02 | EVT-001-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-07 | EVT-001-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-12 | EVT-001-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-17 | EVT-001-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-22 | EVT-001-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-001-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB001000006&quot;,
+    &quot;authorized_field&quot;: &quot;ForecastCategoryName&quot;,
+    &quot;current_value&quot;: &quot;Pipeline&quot;,
+    &quot;required_value&quot;: &quot;Commit&quot;,
+    &quot;reason&quot;: &quot;SBP-001-07 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-08-30&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/040_sbp-001-08_05_forecast_snapshots.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-08",
+    "account_name": "Harbor Collective",
+    "salesforce_account_id": "001SB001000007",
+    "salesforce_opportunity_id": "006SB001000007",
+    "hubspot_company_id": "8000110007",
+    "hubspot_deal_id": "8000120007",
+    "gong_evidence_id": "GE-001-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Harbor Collective",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1223510,
+    "stage": "Proposal",
+    "close_date": "2026-10-19",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-001-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-001-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-001-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-001-040-3 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-001-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-001-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-001-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-001-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-001-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-001-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-001-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-001-040-11 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-001-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-001-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-001-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-001-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-001-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-001-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-001-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-001-040-19 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-001-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-001-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-001-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-001-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-001-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-001-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-001-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-001-040-27 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-001-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-001-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-001-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-001-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-13 | EVT-001-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-18 | EVT-001-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-23 | EVT-001-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-001-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-001-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/06_rep_commits/041_sbp-001-09_06_rep_commits.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-09",
+    "account_name": "Indigo Works",
+    "salesforce_account_id": "001SB001000008",
+    "salesforce_opportunity_id": "006SB001000008",
+    "hubspot_company_id": "8000110008",
+    "hubspot_deal_id": "8000120008",
+    "gong_evidence_id": "GE-001-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_rep_commits",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Indigo Works",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1360623,
+    "stage": "Qualification",
+    "close_date": "2026-10-26",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-001-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-001-041-2 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-001-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-001-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-001-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-001-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-001-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-001-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-001-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-001-041-10 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-001-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-001-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-001-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-001-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-001-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-001-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-001-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-001-041-18 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-001-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-001-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-001-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-001-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-001-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-001-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-001-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-001-041-26 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-001-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-001-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-001-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-001-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-001-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-001-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-001-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-24 | EVT-001-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120008",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-09 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-01"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/06_rep_commits/042_sbp-001-10_06_rep_commits.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-10",
+    "account_name": "Juniper Technologies",
+    "salesforce_account_id": "001SB001000009",
+    "salesforce_opportunity_id": "006SB001000009",
+    "hubspot_company_id": "8000110009",
+    "hubspot_deal_id": "8000120009",
+    "gong_evidence_id": "GE-001-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_rep_commits",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Juniper Technologies",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1497736,
+    "stage": "Proposal",
+    "close_date": "2026-11-02",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-001-042-1 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-001-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-001-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-001-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-001-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-001-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-001-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-001-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-001-042-9 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-001-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-001-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-001-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-001-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-001-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-001-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-001-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-001-042-17 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-001-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-001-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-001-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-001-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-001-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-001-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-001-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-001-042-25 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-001-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-001-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-001-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-001-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-001-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-001-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-001-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-001-042-33 | buyer | security review remains seller-owned",
+      "2026-11-25 | EVT-001-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000009",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-10 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-02"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/06_rep_commits/043_sbp-001-11_06_rep_commits.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1634849,
+    "benchmark_company": "Northwind Grid Systems",
+    "close_date": "2026-11-09",
+    "industry": "energy software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Services",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "stage": "Qualification"
+  },
+  "controls": {
+    "deletes_authorized": false,
+    "duplicate_mutations_allowed": false,
+    "gong_is_read_only": true,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false
+  },
+  "decision": {
+    "authorized_field": "forecast_status",
+    "authorized_record_id": "8000120010",
+    "authorized_system": "hubspot",
+    "current_value": "pipeline",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-001-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-001-11 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "commit"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-14 | EVT-001-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-001-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-001-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-001-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-001-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-001-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-001-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-001-043-8 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-001-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-001-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-001-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-001-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-001-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-001-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-001-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-001-043-16 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-001-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-001-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-001-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-001-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-001-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-001-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-001-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-001-043-24 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-001-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-001-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-001-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-001-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-001-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-001-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-001-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-001-043-32 | seller | security review remains seller-owned",
+      "2026-11-21 | EVT-001-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-26 | EVT-001-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-001-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "commercial_terms",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Services",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "06_rep_commits",
+    "gong_evidence_id": "GE-001-11",
+    "hubspot_company_id": "8000110010",
+    "hubspot_deal_id": "8000120010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-001-11",
+    "salesforce_account_id": "001SB001000010",
+    "salesforce_opportunity_id": "006SB001000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}

task_files/sb100-001-northwind-q3-commit/06_rep_commits/044_sbp-001-12_06_rep_commits.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-001-northwind-q3-commit"""
+record_control,portfolio_key,"""SBP-001-12"""
+record_control,account_name,"""Lantern Ventures"""
+record_control,salesforce_account_id,"""001SB001000011"""
+record_control,salesforce_opportunity_id,"""006SB001000011"""
+record_control,hubspot_company_id,"""8000110011"""
+record_control,hubspot_deal_id,"""8000120011"""
+record_control,gong_evidence_id,"""GE-001-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""06_rep_commits"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Northwind Grid Systems"""
+business_context,portfolio_account,"""Lantern Ventures"""
+business_context,industry,"""energy software"""
+business_context,region,"""North America"""
+business_context,requester,"""VP of Revenue Operations"""
+business_context,amount_usd,1771962
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-16"""
+business_context,owner,"""Amina Yusuf"""
+business_context,owner_role,"""Account Director"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""procurement_timing"""
+evidence,gong_summary,"""Permitted Gong insight GE-001-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-15 | EVT-001-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-001-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-001-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-001-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-001-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-001-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-001-044-7 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-001-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-001-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-001-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-001-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-001-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-001-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-001-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-001-044-15 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-001-044-16 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-001-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-001-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-001-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-001-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-001-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-001-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-001-044-23 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-001-044-24 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-001-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-001-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-23 | EVT-001-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-28 | EVT-001-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-02 | EVT-001-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-07 | EVT-001-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-12 | EVT-001-044-31 | buyer | security review remains seller-owned"", ""2026-11-17 | EVT-001-044-32 | seller | champion requested a revised mutual action plan"", ""2026-11-22 | EVT-001-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-27 | EVT-001-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-001-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-001-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-04"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-001-northwind-q3-commit/06_rep_commits/045_sbp-001-13_06_rep_commits.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-001-northwind-q3-commit.example
+To: portfolio-review@sb100-001-northwind-q3-commit.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-001-13 / 06_rep_commits
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-13",
+    "account_name": "Meridian Enterprises",
+    "salesforce_account_id": "001SB001000012",
+    "salesforce_opportunity_id": "006SB001000012",
+    "hubspot_company_id": "8000110012",
+    "hubspot_deal_id": "8000120012",
+    "gong_evidence_id": "GE-001-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_rep_commits",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Meridian Enterprises",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 1909075,
+    "stage": "Qualification",
+    "close_date": "2026-11-23",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-001-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-001-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-001-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-001-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-001-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-001-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-001-045-6 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-001-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-001-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-001-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-001-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-001-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-001-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-001-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-001-045-14 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-001-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-001-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-001-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-001-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-001-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-001-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-001-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-001-045-22 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-001-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-001-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-001-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-001-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-001-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-001-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-001-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-001-045-30 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-001-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-001-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-23 | EVT-001-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-28 | EVT-001-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000012",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-13 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-001-northwind-q3-commit/06_rep_commits/046_sbp-001-14_06_rep_commits.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-001-northwind-q3-commit",
+  "portfolio_key": "SBP-001-14",
+  "account_name": "Northstar Cooperative",
+  "salesforce_account_id": "001SB001000013",
+  "salesforce_opportunity_id": "006SB001000013",
+  "hubspot_company_id": "8000110013",
+  "hubspot_deal_id": "8000120013",
+  "gong_evidence_id": "GE-001-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "06_rep_commits",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Northwind Grid Systems",
+  "portfolio_account": "Northstar Cooperative",
+  "industry": "energy software",
+  "region": "North America",
+  "requester": "VP of Revenue Operations",
+  "amount_usd": 2046188,
+  "stage": "Proposal",
+  "close_date": "2026-11-30",
+  "owner": "Nora Kim",
+  "owner_role": "Renewals Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "single_threaded",
+  "gong_summary": "Permitted Gong insight GE-001-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-17 | EVT-001-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-001-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-001-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-001-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-001-046-5 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-001-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-001-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-001-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-001-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-001-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-001-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-001-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-001-046-13 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-001-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-001-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-001-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-001-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-001-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-001-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-001-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-001-046-21 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-001-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-001-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-001-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-001-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-001-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-25 | EVT-001-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-30 | EVT-001-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-04 | EVT-001-046-29 | buyer | security review remains seller-owned",
+    "2026-11-09 | EVT-001-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-14 | EVT-001-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-19 | EVT-001-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-24 | EVT-001-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-29 | EVT-001-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-001-12",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8000120013",
+  "authorized_field": "forecast_status",
+  "current_value": "pipeline",
+  "required_value": "commit",
+  "reason": "SBP-001-14 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-08-31"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-001-northwind-q3-commit/06_rep_commits/047_sbp-001-15_06_rep_commits.html

@@ -0,0 +1,90 @@
+<!doctype html><html><head><meta charset="utf-8"><title>Sales evidence record</title></head><body><h1>Sales evidence record</h1><pre>{
+  &quot;record_control&quot;: {
+    &quot;task_id&quot;: &quot;sb100-001-northwind-q3-commit&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-001-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Platform&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB001000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB001000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000110014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000120014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-001-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;06_rep_commits&quot;,
+    &quot;source_version&quot;: &quot;v4.2&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Northwind Grid Systems&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Platform&quot;,
+    &quot;industry&quot;: &quot;energy software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;VP of Revenue Operations&quot;,
+    &quot;amount_usd&quot;: 2183301,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-12-07&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;owner_role&quot;: &quot;SDR Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;stage_evidence_gap&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-001-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-18 | EVT-001-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-001-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-001-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-001-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-001-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-001-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-001-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-001-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-001-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-001-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-001-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-001-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-001-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-001-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-001-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-001-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-001-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-001-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-001-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-001-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-001-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-001-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-001-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-001-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-001-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-001-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-26 | EVT-001-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-31 | EVT-001-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-05 | EVT-001-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-10 | EVT-001-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-15 | EVT-001-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-20 | EVT-001-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-25 | EVT-001-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-30 | EVT-001-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-001-15&quot;,
+    &quot;authorized_system&quot;: &quot;none&quot;,
+    &quot;authorized_record_id&quot;: &quot;none&quot;,
+    &quot;authorized_field&quot;: &quot;none&quot;,
+    &quot;current_value&quot;: &quot;unchanged&quot;,
+    &quot;required_value&quot;: &quot;unchanged&quot;,
+    &quot;reason&quot;: &quot;SBP-001-15 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-01&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-001-northwind-q3-commit/06_rep_commits/048_sbp-001-16_06_rep_commits.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-16",
+    "account_name": "Palisade Corporation",
+    "salesforce_account_id": "001SB001000015",
+    "salesforce_opportunity_id": "006SB001000015",
+    "hubspot_company_id": "8000110015",
+    "hubspot_deal_id": "8000120015",
+    "gong_evidence_id": "GE-001-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_rep_commits",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Palisade Corporation",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 2320414,
+    "stage": "Proposal",
+    "close_date": "2026-12-14",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-001-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-001-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-001-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-001-048-3 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-001-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-001-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-001-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-001-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-001-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-001-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-001-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-001-048-11 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-001-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-001-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-001-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-001-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-001-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-001-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-001-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-001-048-19 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-001-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-001-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-001-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-001-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-001-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-001-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-001-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-001-048-27 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-001-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-001-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-11 | EVT-001-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-16 | EVT-001-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-21 | EVT-001-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-26 | EVT-001-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-12-01 | EVT-001-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-001-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-001-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-02"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/07_stage_policy/049_sbp-001-01_07_stage_policy.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-01",
+    "account_name": "Alder Group",
+    "salesforce_account_id": "001SB001000000",
+    "salesforce_opportunity_id": "006SB001000000",
+    "hubspot_company_id": "8000110000",
+    "hubspot_deal_id": "8000120000",
+    "gong_evidence_id": "GE-001-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_stage_policy",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Alder Group",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 263719,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-001-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-001-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-06 | EVT-001-049-2 | seller | security review remains seller-owned",
+      "2026-05-11 | EVT-001-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-001-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-001-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-001-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-001-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-001-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-001-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-001-049-10 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-001-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-001-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-001-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-001-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-001-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-001-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-001-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-001-049-18 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-001-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-001-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-001-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-001-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-001-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-001-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-001-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-001-049-26 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-001-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-001-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-001-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-001-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-001-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-001-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-001-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-001-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB001000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-001-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-001-northwind-q3-commit/07_stage_policy/050_sbp-001-02_07_stage_policy.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-001-northwind-q3-commit",
+    "portfolio_key": "SBP-001-02",
+    "account_name": "Beacon Holdings",
+    "salesforce_account_id": "001SB001000001",
+    "salesforce_opportunity_id": "006SB001000001",
+    "hubspot_company_id": "8000110001",
+    "hubspot_deal_id": "8000120001",
+    "gong_evidence_id": "GE-001-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_stage_policy",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Northwind Grid Systems",
+    "portfolio_account": "Beacon Holdings",
+    "industry": "energy software",
+    "region": "North America",
+    "requester": "VP of Revenue Operations",
+    "amount_usd": 400832,
+    "stage": "Proposal",
+    "close_date": "2026-09-07",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-001-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For forecast-reconciliation, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-001-050-1 | buyer | security review remains seller-owned",
+      "2026-05-07 | EVT-001-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-12 | EVT-001-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-17 | EVT-001-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-001-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-001-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-001-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-001-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-001-050-9 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-001-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-001-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-001-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-001-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-001-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-001-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-001-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-001-050-17 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-001-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-001-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-001-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-001-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-001-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-001-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-001-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-001-050-25 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-001-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-001-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-001-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-001-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-001-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-001-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-001-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-001-050-33 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-001-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-001-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000120001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-001-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.