diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/001_sbp-001-01_01_salesforce_pipeline.md b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/001_sbp-001-01_01_salesforce_pipeline.md
new file mode 100644
index 0000000000000000000000000000000000000000..6292f39dd860d918aaf079cd9ead2702a19c100e
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/001_sbp-001-01_01_salesforce_pipeline.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": "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.
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/002_sbp-001-02_01_salesforce_pipeline.txt b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/002_sbp-001-02_01_salesforce_pipeline.txt
new file mode 100644
index 0000000000000000000000000000000000000000..56b6d0fedb5826fd43ed640507dcc30e0c3a1a36
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/002_sbp-001-02_01_salesforce_pipeline.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": "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.
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/003_sbp-001-03_01_salesforce_pipeline.json b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/003_sbp-001-03_01_salesforce_pipeline.json
new file mode 100644
index 0000000000000000000000000000000000000000..9b86d7b5fcbef5fa3e9f6088b35919c2c9a16f2c
--- /dev/null
+++ b/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"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/004_sbp-001-04_01_salesforce_pipeline.csv b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/004_sbp-001-04_01_salesforce_pipeline.csv
new file mode 100644
index 0000000000000000000000000000000000000000..33f87d84889ab9a061727003aa518cbfe2fda7d8
--- /dev/null
+++ b/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
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/005_sbp-001-05_01_salesforce_pipeline.eml b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/005_sbp-001-05_01_salesforce_pipeline.eml
new file mode 100644
index 0000000000000000000000000000000000000000..200752977173c86e636a1cafc7630323affe0c57
--- /dev/null
+++ b/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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/006_sbp-001-06_01_salesforce_pipeline.xml b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/006_sbp-001-06_01_salesforce_pipeline.xml
new file mode 100644
index 0000000000000000000000000000000000000000..4653e8e1d5b33f2929128fd0e57a8b880d67ee7a
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/007_sbp-001-07_01_salesforce_pipeline.html b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/007_sbp-001-07_01_salesforce_pipeline.html
new file mode 100644
index 0000000000000000000000000000000000000000..a3d4b56e25295551cc658d1ac0554b5c0506d2f7
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/008_sbp-001-08_01_salesforce_pipeline.md b/task_files/sb100-001-northwind-q3-commit/01_salesforce_pipeline/008_sbp-001-08_01_salesforce_pipeline.md
new file mode 100644
index 0000000000000000000000000000000000000000..eb1f9f519158eecedd664ac0f742723f38bd5640
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/009_sbp-001-09_02_hubspot_deals.md b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/009_sbp-001-09_02_hubspot_deals.md
new file mode 100644
index 0000000000000000000000000000000000000000..9129e9ae92243e145de09504419d0ab64194b28b
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/010_sbp-001-10_02_hubspot_deals.txt b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/010_sbp-001-10_02_hubspot_deals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..397d57044a1959a87c936ac6a60a782830e410ef
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/011_sbp-001-11_02_hubspot_deals.json b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/011_sbp-001-11_02_hubspot_deals.json
new file mode 100644
index 0000000000000000000000000000000000000000..b809b4e2b0e2aa79256358edb36d8011b317974b
--- /dev/null
+++ b/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"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/012_sbp-001-12_02_hubspot_deals.csv b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/012_sbp-001-12_02_hubspot_deals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..d36798017e5e42daffeb359d70191efce26ef452
--- /dev/null
+++ b/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
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/013_sbp-001-13_02_hubspot_deals.eml b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/013_sbp-001-13_02_hubspot_deals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..45817807cf613c6348adfa256113a1d517faa8a2
--- /dev/null
+++ b/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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/014_sbp-001-14_02_hubspot_deals.xml b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/014_sbp-001-14_02_hubspot_deals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..6189a37d3f7044be60a91625b72cf9be65c04186
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/015_sbp-001-15_02_hubspot_deals.html b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/015_sbp-001-15_02_hubspot_deals.html
new file mode 100644
index 0000000000000000000000000000000000000000..b24e4519be703f5d85b2413f74e011dc8d64d974
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/016_sbp-001-16_02_hubspot_deals.md b/task_files/sb100-001-northwind-q3-commit/02_hubspot_deals/016_sbp-001-16_02_hubspot_deals.md
new file mode 100644
index 0000000000000000000000000000000000000000..89685bbc2f7e16bdd78c8ec188caec7dd2b5c738
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/017_sbp-001-01_03_gong_briefs.md b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/017_sbp-001-01_03_gong_briefs.md
new file mode 100644
index 0000000000000000000000000000000000000000..dad4b49c0fd18f429552b0937d0f9a38279b2b2e
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/018_sbp-001-02_03_gong_briefs.txt b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/018_sbp-001-02_03_gong_briefs.txt
new file mode 100644
index 0000000000000000000000000000000000000000..72348a11cb70e8975b469590da02af4471a8606e
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/019_sbp-001-03_03_gong_briefs.json b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/019_sbp-001-03_03_gong_briefs.json
new file mode 100644
index 0000000000000000000000000000000000000000..088a567c33b268734e1dffd8ea870325413d894e
--- /dev/null
+++ b/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"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/020_sbp-001-04_03_gong_briefs.csv b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/020_sbp-001-04_03_gong_briefs.csv
new file mode 100644
index 0000000000000000000000000000000000000000..7eb1c99978c731b4505487151f3037d2cdec0eaf
--- /dev/null
+++ b/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
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/021_sbp-001-05_03_gong_briefs.eml b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/021_sbp-001-05_03_gong_briefs.eml
new file mode 100644
index 0000000000000000000000000000000000000000..84c12f4a575d8c81d9c59e5cb85540181d8a03b3
--- /dev/null
+++ b/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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/022_sbp-001-06_03_gong_briefs.xml b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/022_sbp-001-06_03_gong_briefs.xml
new file mode 100644
index 0000000000000000000000000000000000000000..5eeb22abde14eb1e17a08472190243a69bd7ea49
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/023_sbp-001-07_03_gong_briefs.html b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/023_sbp-001-07_03_gong_briefs.html
new file mode 100644
index 0000000000000000000000000000000000000000..fc217273cecdd3902d2b8fc75cbfd827544ceb6d
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/024_sbp-001-08_03_gong_briefs.md b/task_files/sb100-001-northwind-q3-commit/03_gong_briefs/024_sbp-001-08_03_gong_briefs.md
new file mode 100644
index 0000000000000000000000000000000000000000..1ae5da929374f02dd6671c7247d1ea45ee24742d
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/025_sbp-001-09_04_call_evidence.md b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/025_sbp-001-09_04_call_evidence.md
new file mode 100644
index 0000000000000000000000000000000000000000..11551400aa3507931768193659116292cbc412a1
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/026_sbp-001-10_04_call_evidence.txt b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/026_sbp-001-10_04_call_evidence.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ac714e555a766053c2b0f997a65a6502a9f92caa
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/027_sbp-001-11_04_call_evidence.json b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/027_sbp-001-11_04_call_evidence.json
new file mode 100644
index 0000000000000000000000000000000000000000..ba750e0dcb9683730f706d1754d0528699469913
--- /dev/null
+++ b/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"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/028_sbp-001-12_04_call_evidence.csv b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/028_sbp-001-12_04_call_evidence.csv
new file mode 100644
index 0000000000000000000000000000000000000000..086751bbf51971118de23064e30134f4aba1f001
--- /dev/null
+++ b/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
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/029_sbp-001-13_04_call_evidence.eml b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/029_sbp-001-13_04_call_evidence.eml
new file mode 100644
index 0000000000000000000000000000000000000000..e6789583bb3957e0216f6c6b516778a483bd2e19
--- /dev/null
+++ b/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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/030_sbp-001-14_04_call_evidence.xml b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/030_sbp-001-14_04_call_evidence.xml
new file mode 100644
index 0000000000000000000000000000000000000000..2189150fc193c446bf75c87d2b065da81fafc24e
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/031_sbp-001-15_04_call_evidence.html b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/031_sbp-001-15_04_call_evidence.html
new file mode 100644
index 0000000000000000000000000000000000000000..1d860b81d9774f2cbb7e5df988524b2e4fa1293d
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/04_call_evidence/032_sbp-001-16_04_call_evidence.md b/task_files/sb100-001-northwind-q3-commit/04_call_evidence/032_sbp-001-16_04_call_evidence.md
new file mode 100644
index 0000000000000000000000000000000000000000..c489ce21bd6d9f987d1ef12cd288241eccf81b91
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/033_sbp-001-01_05_forecast_snapshots.md b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/033_sbp-001-01_05_forecast_snapshots.md
new file mode 100644
index 0000000000000000000000000000000000000000..3bcf3edb27b3c529468011d2a7c9ce4b3e6a7dec
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/034_sbp-001-02_05_forecast_snapshots.txt b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/034_sbp-001-02_05_forecast_snapshots.txt
new file mode 100644
index 0000000000000000000000000000000000000000..c9bc2572d891509c0f1fb193aaaa484da55f6f90
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/035_sbp-001-03_05_forecast_snapshots.json b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/035_sbp-001-03_05_forecast_snapshots.json
new file mode 100644
index 0000000000000000000000000000000000000000..9273019701cf8dc5d535e58ec72abd75aecfe7e1
--- /dev/null
+++ b/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"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/036_sbp-001-04_05_forecast_snapshots.csv b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/036_sbp-001-04_05_forecast_snapshots.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ef0cb2384acfbd6eea005198952f92efa17bf8bb
--- /dev/null
+++ b/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
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/037_sbp-001-05_05_forecast_snapshots.eml b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/037_sbp-001-05_05_forecast_snapshots.eml
new file mode 100644
index 0000000000000000000000000000000000000000..7183a687bb0038223b981b4202a9fe05b7d14db2
--- /dev/null
+++ b/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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/038_sbp-001-06_05_forecast_snapshots.xml b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/038_sbp-001-06_05_forecast_snapshots.xml
new file mode 100644
index 0000000000000000000000000000000000000000..deadf7f945a7b6616827ac3d7a0f2450f466dcd4
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/039_sbp-001-07_05_forecast_snapshots.html b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/039_sbp-001-07_05_forecast_snapshots.html
new file mode 100644
index 0000000000000000000000000000000000000000..1f429c3db5eccf0d6ffc2148070e4f386b584855
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/040_sbp-001-08_05_forecast_snapshots.md b/task_files/sb100-001-northwind-q3-commit/05_forecast_snapshots/040_sbp-001-08_05_forecast_snapshots.md
new file mode 100644
index 0000000000000000000000000000000000000000..ead7f35f42a317d09838e4e8fc6aa865e86768dc
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/041_sbp-001-09_06_rep_commits.md b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/041_sbp-001-09_06_rep_commits.md
new file mode 100644
index 0000000000000000000000000000000000000000..75ca2fb8b1e3a21a1861738c415193a951b09271
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/042_sbp-001-10_06_rep_commits.txt b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/042_sbp-001-10_06_rep_commits.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f49cee79b0ec3ff1336664f0a1cd7c816279e3cf
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/043_sbp-001-11_06_rep_commits.json b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/043_sbp-001-11_06_rep_commits.json
new file mode 100644
index 0000000000000000000000000000000000000000..283e0dfcdd7c13d7afd7774efa5837beea3922f5
--- /dev/null
+++ b/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"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/044_sbp-001-12_06_rep_commits.csv b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/044_sbp-001-12_06_rep_commits.csv
new file mode 100644
index 0000000000000000000000000000000000000000..262730fd767303677365842d2278d0df675b0e87
--- /dev/null
+++ b/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
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/045_sbp-001-13_06_rep_commits.eml b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/045_sbp-001-13_06_rep_commits.eml
new file mode 100644
index 0000000000000000000000000000000000000000..ec97a0c54464c802b9266c764435ad8dcb61e805
--- /dev/null
+++ b/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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/046_sbp-001-14_06_rep_commits.xml b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/046_sbp-001-14_06_rep_commits.xml
new file mode 100644
index 0000000000000000000000000000000000000000..063d386819c0da0f457d8ed20442357f7dbd0847
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/047_sbp-001-15_06_rep_commits.html b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/047_sbp-001-15_06_rep_commits.html
new file mode 100644
index 0000000000000000000000000000000000000000..5bebd97f2896abfbe20b84a55ee21fe0ffed9271
--- /dev/null
+++ b/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>
diff --git a/task_files/sb100-001-northwind-q3-commit/06_rep_commits/048_sbp-001-16_06_rep_commits.md b/task_files/sb100-001-northwind-q3-commit/06_rep_commits/048_sbp-001-16_06_rep_commits.md
new file mode 100644
index 0000000000000000000000000000000000000000..cd8f6e309eb53a46aeecbd4c892cd024710d55c3
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/049_sbp-001-01_07_stage_policy.md b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/049_sbp-001-01_07_stage_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..798b51e55f5d75021fe8d4748d52d0e9be554350
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/050_sbp-001-02_07_stage_policy.txt b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/050_sbp-001-02_07_stage_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..e615389d220990ca14799ee875b48b5f39515505
--- /dev/null
+++ b/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.
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/051_sbp-001-03_07_stage_policy.json b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/051_sbp-001-03_07_stage_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..2000cdb7ae02f78e34c235030a5f539dff4816aa
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/051_sbp-001-03_07_stage_policy.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": [
+      "2026-05-03 | EVT-001-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-08 | EVT-001-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-13 | EVT-001-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-18 | EVT-001-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-23 | EVT-001-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-001-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-001-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-001-051-8 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-001-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-001-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-001-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-001-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-001-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-001-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-001-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-001-051-16 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-001-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-001-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-001-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-001-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-001-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-001-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-001-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-001-051-24 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-001-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-001-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-001-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-001-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-001-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-001-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-001-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-001-051-32 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-001-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-001-051-34 | 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": "07_stage_policy",
+    "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": "v4.6",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/052_sbp-001-04_07_stage_policy.csv b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/052_sbp-001-04_07_stage_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..5824baf47030a22504c74396fd3b25089021a625
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/052_sbp-001-04_07_stage_policy.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,"""07_stage_policy"""
+record_control,source_version,"""v1.7"""
+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,"[""2026-05-04 | EVT-001-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-09 | EVT-001-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-14 | EVT-001-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-19 | EVT-001-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-24 | EVT-001-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-29 | EVT-001-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-03 | EVT-001-052-7 | buyer | security review remains seller-owned"", ""2026-06-08 | EVT-001-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-13 | EVT-001-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-001-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-001-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-001-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-001-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-001-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-001-052-15 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-001-052-16 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-001-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-001-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-001-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-001-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-001-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-001-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-001-052-23 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-001-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-001-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-001-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-001-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-001-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-001-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-001-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-001-052-31 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-001-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-001-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-001-052-34 | 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
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/053_sbp-001-05_07_stage_policy.eml b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/053_sbp-001-05_07_stage_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..46bc025215c281ada0f80977e78731d2136a2903
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/053_sbp-001-05_07_stage_policy.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 / 07_stage_policy
+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": "07_stage_policy",
+    "source_version": "v2.8",
+    "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": [
+      "2026-05-05 | EVT-001-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-10 | EVT-001-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-15 | EVT-001-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-20 | EVT-001-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-25 | EVT-001-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-001-053-6 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-001-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-001-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-001-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-001-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-001-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-001-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-001-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-001-053-14 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-001-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-001-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-001-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-001-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-001-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-001-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-001-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-001-053-22 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-001-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-001-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-001-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-001-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-001-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-001-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-001-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-001-053-30 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-001-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-001-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-001-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-001-053-34 | 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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/054_sbp-001-06_07_stage_policy.xml b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/054_sbp-001-06_07_stage_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..e1dd7db04ad79b3516d5236460ab7ceeb1401174
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/054_sbp-001-06_07_stage_policy.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": "07_stage_policy",
+  "source_version": "v3.0",
+  "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": [
+    "2026-05-06 | EVT-001-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-11 | EVT-001-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-16 | EVT-001-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-21 | EVT-001-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-26 | EVT-001-054-5 | buyer | security review remains seller-owned",
+    "2026-05-31 | EVT-001-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-05 | EVT-001-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-10 | EVT-001-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-15 | EVT-001-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-001-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-001-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-001-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-001-054-13 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-001-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-001-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-001-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-001-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-001-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-001-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-001-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-001-054-21 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-001-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-001-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-001-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-001-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-001-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-001-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-001-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-001-054-29 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-001-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-001-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-001-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-001-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-001-054-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/055_sbp-001-07_07_stage_policy.html b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/055_sbp-001-07_07_stage_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..926710b5e6d8107277ade3b04f48c8064cd5c832
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/055_sbp-001-07_07_stage_policy.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;07_stage_policy&quot;,
+    &quot;source_version&quot;: &quot;v4.1&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;2026-05-07 | EVT-001-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-12 | EVT-001-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-17 | EVT-001-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-22 | EVT-001-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-27 | EVT-001-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-01 | EVT-001-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-06 | EVT-001-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-11 | EVT-001-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-16 | EVT-001-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-001-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-001-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-001-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-001-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-001-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-001-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-001-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-001-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-001-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-001-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-001-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-001-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-001-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-001-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-001-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-001-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-001-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-001-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-001-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-001-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-001-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-001-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-001-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-001-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-001-055-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/07_stage_policy/056_sbp-001-08_07_stage_policy.md b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/056_sbp-001-08_07_stage_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..0bd14ea6af5f153818c92d9aaf4948177cbd9949
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/07_stage_policy/056_sbp-001-08_07_stage_policy.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": "07_stage_policy",
+    "source_version": "v1.2",
+    "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": [
+      "2026-05-08 | EVT-001-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-13 | EVT-001-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-18 | EVT-001-056-3 | buyer | security review remains seller-owned",
+      "2026-05-23 | EVT-001-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-001-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-001-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-001-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-001-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-001-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-001-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-001-056-11 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-001-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-001-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-001-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-001-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-001-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-001-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-001-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-001-056-19 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-001-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-001-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-001-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-001-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-001-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-001-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-001-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-001-056-27 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-001-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-001-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-001-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-001-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-001-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-001-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-001-056-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/057_sbp-001-09_08_close_plans.md b/task_files/sb100-001-northwind-q3-commit/08_close_plans/057_sbp-001-09_08_close_plans.md
new file mode 100644
index 0000000000000000000000000000000000000000..42c61b92ef41202486e1341c8bdb880db833acb0
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/057_sbp-001-09_08_close_plans.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": "08_close_plans",
+    "source_version": "v2.3",
+    "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": [
+      "2026-05-09 | EVT-001-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-14 | EVT-001-057-2 | seller | security review remains seller-owned",
+      "2026-05-19 | EVT-001-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-001-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-001-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-001-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-001-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-001-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-001-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-001-057-10 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-001-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-001-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-001-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-001-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-001-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-001-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-001-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-001-057-18 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-001-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-001-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-001-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-001-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-001-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-001-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-001-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-001-057-26 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-001-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-001-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-001-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-001-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-001-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-001-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-001-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-001-057-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/058_sbp-001-10_08_close_plans.txt b/task_files/sb100-001-northwind-q3-commit/08_close_plans/058_sbp-001-10_08_close_plans.txt
new file mode 100644
index 0000000000000000000000000000000000000000..d348802c43f3d61d8b85c095b065a3899e5a8173
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/058_sbp-001-10_08_close_plans.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": "08_close_plans",
+    "source_version": "v3.4",
+    "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": [
+      "2026-05-10 | EVT-001-058-1 | buyer | security review remains seller-owned",
+      "2026-05-15 | EVT-001-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-001-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-001-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-001-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-001-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-001-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-001-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-001-058-9 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-001-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-001-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-001-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-001-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-001-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-001-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-001-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-001-058-17 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-001-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-001-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-001-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-001-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-001-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-001-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-001-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-001-058-25 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-001-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-001-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-001-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-001-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-001-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-001-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-001-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-001-058-33 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-001-058-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/059_sbp-001-11_08_close_plans.json b/task_files/sb100-001-northwind-q3-commit/08_close_plans/059_sbp-001-11_08_close_plans.json
new file mode 100644
index 0000000000000000000000000000000000000000..2acf46331a20489ad0f0c278be2452750fe025f8
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/059_sbp-001-11_08_close_plans.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": [
+      "2026-05-11 | EVT-001-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-001-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-001-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-001-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-001-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-001-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-001-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-001-059-8 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-001-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-001-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-001-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-001-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-001-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-001-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-001-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-001-059-16 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-001-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-001-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-001-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-001-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-001-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-001-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-001-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-001-059-24 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-001-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-001-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-001-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-001-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-001-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-001-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-001-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-001-059-32 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-001-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-001-059-34 | 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": "08_close_plans",
+    "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": "v4.5",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/060_sbp-001-12_08_close_plans.csv b/task_files/sb100-001-northwind-q3-commit/08_close_plans/060_sbp-001-12_08_close_plans.csv
new file mode 100644
index 0000000000000000000000000000000000000000..469b08af134753eb206405e05d1d2c93d8ab111c
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/060_sbp-001-12_08_close_plans.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,"""08_close_plans"""
+record_control,source_version,"""v1.6"""
+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,"[""2026-05-12 | EVT-001-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-17 | EVT-001-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-22 | EVT-001-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-27 | EVT-001-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-01 | EVT-001-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-06 | EVT-001-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-11 | EVT-001-060-7 | buyer | security review remains seller-owned"", ""2026-06-16 | EVT-001-060-8 | seller | champion requested a revised mutual action plan"", ""2026-06-21 | EVT-001-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-26 | EVT-001-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-01 | EVT-001-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-06 | EVT-001-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-11 | EVT-001-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-16 | EVT-001-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-21 | EVT-001-060-15 | buyer | security review remains seller-owned"", ""2026-07-26 | EVT-001-060-16 | seller | champion requested a revised mutual action plan"", ""2026-07-31 | EVT-001-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-05 | EVT-001-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-10 | EVT-001-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-15 | EVT-001-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-20 | EVT-001-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-25 | EVT-001-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-30 | EVT-001-060-23 | buyer | security review remains seller-owned"", ""2026-09-04 | EVT-001-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-09 | EVT-001-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-14 | EVT-001-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-19 | EVT-001-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-24 | EVT-001-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-29 | EVT-001-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-04 | EVT-001-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-09 | EVT-001-060-31 | buyer | security review remains seller-owned"", ""2026-10-14 | EVT-001-060-32 | seller | champion requested a revised mutual action plan"", ""2026-10-19 | EVT-001-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-24 | EVT-001-060-34 | 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
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/061_sbp-001-13_08_close_plans.eml b/task_files/sb100-001-northwind-q3-commit/08_close_plans/061_sbp-001-13_08_close_plans.eml
new file mode 100644
index 0000000000000000000000000000000000000000..73f3f84e2c7b3e03248e2824b428dccc2eadcafe
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/061_sbp-001-13_08_close_plans.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 / 08_close_plans
+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": "08_close_plans",
+    "source_version": "v2.7",
+    "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": [
+      "2026-05-13 | EVT-001-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-18 | EVT-001-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-23 | EVT-001-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-001-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-001-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-001-061-6 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-001-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-001-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-001-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-001-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-001-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-001-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-001-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-001-061-14 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-001-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-001-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-001-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-001-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-001-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-001-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-001-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-001-061-22 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-001-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-001-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-001-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-001-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-001-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-001-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-001-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-001-061-30 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-001-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-001-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-001-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-001-061-34 | 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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/062_sbp-001-14_08_close_plans.xml b/task_files/sb100-001-northwind-q3-commit/08_close_plans/062_sbp-001-14_08_close_plans.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3ece4c1ae5cb22eb3505c59a644eecc31299b6c7
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/062_sbp-001-14_08_close_plans.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": "08_close_plans",
+  "source_version": "v3.8",
+  "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": [
+    "2026-05-14 | EVT-001-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-19 | EVT-001-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-24 | EVT-001-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-29 | EVT-001-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-03 | EVT-001-062-5 | buyer | security review remains seller-owned",
+    "2026-06-08 | EVT-001-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-13 | EVT-001-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-18 | EVT-001-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-23 | EVT-001-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-28 | EVT-001-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-03 | EVT-001-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-08 | EVT-001-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-13 | EVT-001-062-13 | buyer | security review remains seller-owned",
+    "2026-07-18 | EVT-001-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-23 | EVT-001-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-28 | EVT-001-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-02 | EVT-001-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-07 | EVT-001-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-12 | EVT-001-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-17 | EVT-001-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-22 | EVT-001-062-21 | buyer | security review remains seller-owned",
+    "2026-08-27 | EVT-001-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-01 | EVT-001-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-06 | EVT-001-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-11 | EVT-001-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-16 | EVT-001-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-21 | EVT-001-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-26 | EVT-001-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-01 | EVT-001-062-29 | buyer | security review remains seller-owned",
+    "2026-10-06 | EVT-001-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-11 | EVT-001-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-16 | EVT-001-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-21 | EVT-001-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-26 | EVT-001-062-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/063_sbp-001-15_08_close_plans.html b/task_files/sb100-001-northwind-q3-commit/08_close_plans/063_sbp-001-15_08_close_plans.html
new file mode 100644
index 0000000000000000000000000000000000000000..ea63298c20b1854506bc5e635b000cc48d8faad3
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/063_sbp-001-15_08_close_plans.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;08_close_plans&quot;,
+    &quot;source_version&quot;: &quot;v4.0&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;2026-05-15 | EVT-001-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-20 | EVT-001-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-25 | EVT-001-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-30 | EVT-001-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-04 | EVT-001-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-09 | EVT-001-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-14 | EVT-001-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-19 | EVT-001-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-24 | EVT-001-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-29 | EVT-001-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-04 | EVT-001-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-09 | EVT-001-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-14 | EVT-001-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-19 | EVT-001-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-24 | EVT-001-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-29 | EVT-001-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-03 | EVT-001-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-08 | EVT-001-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-13 | EVT-001-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-18 | EVT-001-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-23 | EVT-001-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-28 | EVT-001-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-02 | EVT-001-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-07 | EVT-001-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-12 | EVT-001-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-17 | EVT-001-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-22 | EVT-001-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-27 | EVT-001-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-02 | EVT-001-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-07 | EVT-001-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-12 | EVT-001-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-17 | EVT-001-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-22 | EVT-001-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-27 | EVT-001-063-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/08_close_plans/064_sbp-001-16_08_close_plans.md b/task_files/sb100-001-northwind-q3-commit/08_close_plans/064_sbp-001-16_08_close_plans.md
new file mode 100644
index 0000000000000000000000000000000000000000..6e223b58df0f9d4d4ac5422cb2b61ceb92834d78
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/08_close_plans/064_sbp-001-16_08_close_plans.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": "08_close_plans",
+    "source_version": "v1.1",
+    "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": [
+      "2026-05-16 | EVT-001-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-21 | EVT-001-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-001-064-3 | buyer | security review remains seller-owned",
+      "2026-05-31 | EVT-001-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-001-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-001-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-001-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-001-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-001-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-001-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-001-064-11 | buyer | security review remains seller-owned",
+      "2026-07-10 | EVT-001-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-001-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-001-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-001-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-001-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-001-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-001-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-001-064-19 | buyer | security review remains seller-owned",
+      "2026-08-19 | EVT-001-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-001-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-001-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-001-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-001-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-001-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-001-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-001-064-27 | buyer | security review remains seller-owned",
+      "2026-09-28 | EVT-001-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-001-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-001-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-001-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-001-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-001-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-001-064-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/065_sbp-001-01_09_finance_actuals.md b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/065_sbp-001-01_09_finance_actuals.md
new file mode 100644
index 0000000000000000000000000000000000000000..484b802db2031838656d9ae93829f18611e3ea32
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/065_sbp-001-01_09_finance_actuals.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": "09_finance_actuals",
+    "source_version": "v2.2",
+    "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": [
+      "2026-05-17 | EVT-001-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-22 | EVT-001-065-2 | seller | security review remains seller-owned",
+      "2026-05-27 | EVT-001-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-001-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-001-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-001-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-001-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-001-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-001-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-001-065-10 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-001-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-001-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-001-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-001-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-001-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-001-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-001-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-001-065-18 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-001-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-001-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-001-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-001-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-001-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-001-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-001-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-001-065-26 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-001-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-001-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-001-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-001-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-001-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-001-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-001-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-001-065-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/066_sbp-001-02_09_finance_actuals.txt b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/066_sbp-001-02_09_finance_actuals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..1e096bf17c1324c66cb787602ff04bddd869b0cf
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/066_sbp-001-02_09_finance_actuals.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": "09_finance_actuals",
+    "source_version": "v3.3",
+    "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": [
+      "2026-05-18 | EVT-001-066-1 | buyer | security review remains seller-owned",
+      "2026-05-23 | EVT-001-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-001-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-001-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-001-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-001-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-001-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-001-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-001-066-9 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-001-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-001-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-001-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-001-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-001-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-001-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-001-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-001-066-17 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-001-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-001-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-001-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-001-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-001-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-001-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-001-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-001-066-25 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-001-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-001-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-001-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-001-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-001-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-001-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-001-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-001-066-33 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-001-066-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/067_sbp-001-03_09_finance_actuals.json b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/067_sbp-001-03_09_finance_actuals.json
new file mode 100644
index 0000000000000000000000000000000000000000..708ac6263fa359fecd6307e838d70404fd1d35ff
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/067_sbp-001-03_09_finance_actuals.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": [
+      "2026-05-19 | EVT-001-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-001-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-001-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-001-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-001-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-001-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-001-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-001-067-8 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-001-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-001-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-001-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-001-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-001-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-001-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-001-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-001-067-16 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-001-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-001-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-001-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-001-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-001-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-001-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-001-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-001-067-24 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-001-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-001-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-001-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-001-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-001-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-001-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-001-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-001-067-32 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-001-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-001-067-34 | 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": "09_finance_actuals",
+    "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": "v4.4",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/068_sbp-001-04_09_finance_actuals.csv b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/068_sbp-001-04_09_finance_actuals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..0a4106c210b0b89489fb409dd76c3338d899fdcc
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/068_sbp-001-04_09_finance_actuals.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,"""09_finance_actuals"""
+record_control,source_version,"""v1.5"""
+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,"[""2026-05-20 | EVT-001-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-25 | EVT-001-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-30 | EVT-001-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-04 | EVT-001-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-09 | EVT-001-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-14 | EVT-001-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-19 | EVT-001-068-7 | buyer | security review remains seller-owned"", ""2026-06-24 | EVT-001-068-8 | seller | champion requested a revised mutual action plan"", ""2026-06-29 | EVT-001-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-04 | EVT-001-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-09 | EVT-001-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-14 | EVT-001-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-19 | EVT-001-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-24 | EVT-001-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-29 | EVT-001-068-15 | buyer | security review remains seller-owned"", ""2026-08-03 | EVT-001-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-08 | EVT-001-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-13 | EVT-001-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-18 | EVT-001-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-23 | EVT-001-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-28 | EVT-001-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-02 | EVT-001-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-07 | EVT-001-068-23 | buyer | security review remains seller-owned"", ""2026-09-12 | EVT-001-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-17 | EVT-001-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-22 | EVT-001-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-27 | EVT-001-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-02 | EVT-001-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-07 | EVT-001-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-12 | EVT-001-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-17 | EVT-001-068-31 | buyer | security review remains seller-owned"", ""2026-10-22 | EVT-001-068-32 | seller | champion requested a revised mutual action plan"", ""2026-10-27 | EVT-001-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-01 | EVT-001-068-34 | 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
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/069_sbp-001-05_09_finance_actuals.eml b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/069_sbp-001-05_09_finance_actuals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..33c094691efa1ebb4ba24c0616c6317db971944d
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/069_sbp-001-05_09_finance_actuals.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 / 09_finance_actuals
+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": "09_finance_actuals",
+    "source_version": "v2.6",
+    "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": [
+      "2026-05-21 | EVT-001-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-001-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-001-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-001-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-001-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-001-069-6 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-001-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-001-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-001-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-001-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-001-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-001-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-001-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-001-069-14 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-001-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-001-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-001-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-001-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-001-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-001-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-001-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-001-069-22 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-001-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-001-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-001-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-001-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-001-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-001-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-001-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-001-069-30 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-001-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-001-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-001-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-001-069-34 | 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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/070_sbp-001-06_09_finance_actuals.xml b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/070_sbp-001-06_09_finance_actuals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..bedd7aaca5053c2676a4c098802c47494c756189
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/070_sbp-001-06_09_finance_actuals.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": "09_finance_actuals",
+  "source_version": "v3.7",
+  "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": [
+    "2026-05-22 | EVT-001-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-27 | EVT-001-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-01 | EVT-001-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-06 | EVT-001-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-11 | EVT-001-070-5 | buyer | security review remains seller-owned",
+    "2026-06-16 | EVT-001-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-21 | EVT-001-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-26 | EVT-001-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-01 | EVT-001-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-06 | EVT-001-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-11 | EVT-001-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-16 | EVT-001-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-21 | EVT-001-070-13 | buyer | security review remains seller-owned",
+    "2026-07-26 | EVT-001-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-31 | EVT-001-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-05 | EVT-001-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-10 | EVT-001-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-15 | EVT-001-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-20 | EVT-001-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-25 | EVT-001-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-30 | EVT-001-070-21 | buyer | security review remains seller-owned",
+    "2026-09-04 | EVT-001-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-09 | EVT-001-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-14 | EVT-001-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-19 | EVT-001-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-24 | EVT-001-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-29 | EVT-001-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-04 | EVT-001-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-09 | EVT-001-070-29 | buyer | security review remains seller-owned",
+    "2026-10-14 | EVT-001-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-19 | EVT-001-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-24 | EVT-001-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-29 | EVT-001-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-03 | EVT-001-070-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/071_sbp-001-07_09_finance_actuals.html b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/071_sbp-001-07_09_finance_actuals.html
new file mode 100644
index 0000000000000000000000000000000000000000..3f355f164996ed8987bd5f770047b5889b1a323f
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/071_sbp-001-07_09_finance_actuals.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;09_finance_actuals&quot;,
+    &quot;source_version&quot;: &quot;v4.8&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;2026-05-23 | EVT-001-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-28 | EVT-001-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-02 | EVT-001-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-07 | EVT-001-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-12 | EVT-001-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-17 | EVT-001-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-22 | EVT-001-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-27 | EVT-001-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-02 | EVT-001-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-07 | EVT-001-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-12 | EVT-001-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-17 | EVT-001-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-22 | EVT-001-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-27 | EVT-001-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-01 | EVT-001-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-06 | EVT-001-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-11 | EVT-001-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-16 | EVT-001-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-21 | EVT-001-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-26 | EVT-001-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-31 | EVT-001-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-05 | EVT-001-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-10 | EVT-001-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-15 | EVT-001-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-20 | EVT-001-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-25 | EVT-001-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-30 | EVT-001-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-05 | EVT-001-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-10 | EVT-001-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-15 | EVT-001-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-20 | EVT-001-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-25 | EVT-001-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-30 | EVT-001-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-04 | EVT-001-071-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/072_sbp-001-08_09_finance_actuals.md b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/072_sbp-001-08_09_finance_actuals.md
new file mode 100644
index 0000000000000000000000000000000000000000..3f08830a21f3be97148397e19bfa4791c2a0da9e
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/09_finance_actuals/072_sbp-001-08_09_finance_actuals.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": "09_finance_actuals",
+    "source_version": "v1.0",
+    "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": [
+      "2026-05-24 | EVT-001-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-29 | EVT-001-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-001-072-3 | buyer | security review remains seller-owned",
+      "2026-06-08 | EVT-001-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-001-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-001-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-001-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-001-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-001-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-001-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-001-072-11 | buyer | security review remains seller-owned",
+      "2026-07-18 | EVT-001-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-001-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-001-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-001-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-001-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-001-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-001-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-001-072-19 | buyer | security review remains seller-owned",
+      "2026-08-27 | EVT-001-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-001-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-001-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-001-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-001-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-001-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-001-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-001-072-27 | buyer | security review remains seller-owned",
+      "2026-10-06 | EVT-001-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-001-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-001-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-001-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-001-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-001-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-001-072-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/073_sbp-001-09_10_territories.md b/task_files/sb100-001-northwind-q3-commit/10_territories/073_sbp-001-09_10_territories.md
new file mode 100644
index 0000000000000000000000000000000000000000..2985629da5d7081299eef859acc5ac96f2aa7bb5
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/073_sbp-001-09_10_territories.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": "10_territories",
+    "source_version": "v2.1",
+    "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": [
+      "2026-05-25 | EVT-001-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-001-073-2 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-001-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-001-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-001-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-001-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-001-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-001-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-001-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-001-073-10 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-001-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-001-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-001-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-001-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-001-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-001-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-001-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-001-073-18 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-001-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-001-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-001-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-001-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-001-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-001-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-001-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-001-073-26 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-001-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-001-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-001-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-001-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-001-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-001-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-001-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-001-073-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/074_sbp-001-10_10_territories.txt b/task_files/sb100-001-northwind-q3-commit/10_territories/074_sbp-001-10_10_territories.txt
new file mode 100644
index 0000000000000000000000000000000000000000..8edc71aa6653c8231705afb54a38f9cf640537fd
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/074_sbp-001-10_10_territories.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": "10_territories",
+    "source_version": "v3.2",
+    "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": [
+      "2026-05-26 | EVT-001-074-1 | buyer | security review remains seller-owned",
+      "2026-05-31 | EVT-001-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-001-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-001-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-001-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-001-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-001-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-001-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-001-074-9 | buyer | security review remains seller-owned",
+      "2026-07-10 | EVT-001-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-001-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-001-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-001-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-001-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-001-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-001-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-001-074-17 | buyer | security review remains seller-owned",
+      "2026-08-19 | EVT-001-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-001-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-001-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-001-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-001-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-001-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-001-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-001-074-25 | buyer | security review remains seller-owned",
+      "2026-09-28 | EVT-001-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-001-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-001-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-001-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-001-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-001-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-001-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-001-074-33 | buyer | security review remains seller-owned",
+      "2026-11-07 | EVT-001-074-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/075_sbp-001-11_10_territories.json b/task_files/sb100-001-northwind-q3-commit/10_territories/075_sbp-001-11_10_territories.json
new file mode 100644
index 0000000000000000000000000000000000000000..8b42557a5bea7f2e768e4559e92bfa3255bee85a
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/075_sbp-001-11_10_territories.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": [
+      "2026-05-27 | EVT-001-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-001-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-001-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-001-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-001-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-001-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-001-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-001-075-8 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-001-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-001-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-001-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-001-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-001-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-001-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-001-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-001-075-16 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-001-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-001-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-001-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-001-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-001-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-001-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-001-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-001-075-24 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-001-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-001-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-001-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-001-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-001-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-001-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-001-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-001-075-32 | seller | security review remains seller-owned",
+      "2026-11-03 | EVT-001-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-08 | EVT-001-075-34 | 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": "10_territories",
+    "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": "v4.3",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/076_sbp-001-12_10_territories.csv b/task_files/sb100-001-northwind-q3-commit/10_territories/076_sbp-001-12_10_territories.csv
new file mode 100644
index 0000000000000000000000000000000000000000..954727cda6c291c868a46902010d222e7feb37b8
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/076_sbp-001-12_10_territories.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,"""10_territories"""
+record_control,source_version,"""v1.4"""
+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,"[""2026-05-28 | EVT-001-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-02 | EVT-001-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-07 | EVT-001-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-12 | EVT-001-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-17 | EVT-001-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-22 | EVT-001-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-27 | EVT-001-076-7 | buyer | security review remains seller-owned"", ""2026-07-02 | EVT-001-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-07 | EVT-001-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-12 | EVT-001-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-17 | EVT-001-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-22 | EVT-001-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-27 | EVT-001-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-01 | EVT-001-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-06 | EVT-001-076-15 | buyer | security review remains seller-owned"", ""2026-08-11 | EVT-001-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-16 | EVT-001-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-21 | EVT-001-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-26 | EVT-001-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-31 | EVT-001-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-05 | EVT-001-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-10 | EVT-001-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-15 | EVT-001-076-23 | buyer | security review remains seller-owned"", ""2026-09-20 | EVT-001-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-25 | EVT-001-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-30 | EVT-001-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-05 | EVT-001-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-10 | EVT-001-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-15 | EVT-001-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-20 | EVT-001-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-25 | EVT-001-076-31 | buyer | security review remains seller-owned"", ""2026-10-30 | EVT-001-076-32 | seller | champion requested a revised mutual action plan"", ""2026-11-04 | EVT-001-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-09 | EVT-001-076-34 | 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
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/077_sbp-001-13_10_territories.eml b/task_files/sb100-001-northwind-q3-commit/10_territories/077_sbp-001-13_10_territories.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c5367a373273b896e21ad16a2e5389f0a991139c
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/077_sbp-001-13_10_territories.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 / 10_territories
+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": "10_territories",
+    "source_version": "v2.5",
+    "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": [
+      "2026-05-29 | EVT-001-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-001-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-001-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-001-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-001-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-001-077-6 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-001-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-001-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-001-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-001-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-001-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-001-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-001-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-001-077-14 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-001-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-001-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-001-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-001-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-001-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-001-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-001-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-001-077-22 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-001-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-001-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-001-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-001-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-001-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-001-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-001-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-001-077-30 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-001-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-001-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-001-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-001-077-34 | 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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/078_sbp-001-14_10_territories.xml b/task_files/sb100-001-northwind-q3-commit/10_territories/078_sbp-001-14_10_territories.xml
new file mode 100644
index 0000000000000000000000000000000000000000..4ed5c31bba117aebab7caf7e7b9815d784ad28ae
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/078_sbp-001-14_10_territories.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": "10_territories",
+  "source_version": "v3.6",
+  "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": [
+    "2026-05-30 | EVT-001-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-04 | EVT-001-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-09 | EVT-001-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-14 | EVT-001-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-19 | EVT-001-078-5 | buyer | security review remains seller-owned",
+    "2026-06-24 | EVT-001-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-29 | EVT-001-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-04 | EVT-001-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-09 | EVT-001-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-14 | EVT-001-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-19 | EVT-001-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-24 | EVT-001-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-29 | EVT-001-078-13 | buyer | security review remains seller-owned",
+    "2026-08-03 | EVT-001-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-08 | EVT-001-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-13 | EVT-001-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-18 | EVT-001-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-23 | EVT-001-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-28 | EVT-001-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-02 | EVT-001-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-07 | EVT-001-078-21 | buyer | security review remains seller-owned",
+    "2026-09-12 | EVT-001-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-17 | EVT-001-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-22 | EVT-001-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-27 | EVT-001-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-02 | EVT-001-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-07 | EVT-001-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-12 | EVT-001-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-17 | EVT-001-078-29 | buyer | security review remains seller-owned",
+    "2026-10-22 | EVT-001-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-27 | EVT-001-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-01 | EVT-001-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-06 | EVT-001-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-11 | EVT-001-078-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/079_sbp-001-15_10_territories.html b/task_files/sb100-001-northwind-q3-commit/10_territories/079_sbp-001-15_10_territories.html
new file mode 100644
index 0000000000000000000000000000000000000000..c6a0a9e6e47e40d40642f6ae8958329bee8f815e
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/079_sbp-001-15_10_territories.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;10_territories&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;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;2026-05-31 | EVT-001-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-05 | EVT-001-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-10 | EVT-001-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-15 | EVT-001-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-20 | EVT-001-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-25 | EVT-001-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-30 | EVT-001-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-05 | EVT-001-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-10 | EVT-001-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-15 | EVT-001-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-20 | EVT-001-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-25 | EVT-001-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-30 | EVT-001-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-04 | EVT-001-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-09 | EVT-001-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-14 | EVT-001-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-19 | EVT-001-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-24 | EVT-001-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-29 | EVT-001-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-03 | EVT-001-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-08 | EVT-001-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-13 | EVT-001-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-18 | EVT-001-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-23 | EVT-001-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-28 | EVT-001-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-03 | EVT-001-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-08 | EVT-001-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-13 | EVT-001-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-18 | EVT-001-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-23 | EVT-001-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-28 | EVT-001-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-02 | EVT-001-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-07 | EVT-001-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-12 | EVT-001-079-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/10_territories/080_sbp-001-16_10_territories.md b/task_files/sb100-001-northwind-q3-commit/10_territories/080_sbp-001-16_10_territories.md
new file mode 100644
index 0000000000000000000000000000000000000000..74682729e9feb986670ab60c6aec4baf9a0a91f5
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/10_territories/080_sbp-001-16_10_territories.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": "10_territories",
+    "source_version": "v1.8",
+    "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": [
+      "2026-06-01 | EVT-001-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-001-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-001-080-3 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-001-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-001-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-001-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-001-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-001-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-001-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-001-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-001-080-11 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-001-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-001-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-001-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-001-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-001-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-001-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-001-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-001-080-19 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-001-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-001-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-001-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-001-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-001-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-001-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-001-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-001-080-27 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-001-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-001-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-001-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-001-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-001-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-001-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-001-080-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/081_sbp-001-01_11_exceptions.md b/task_files/sb100-001-northwind-q3-commit/11_exceptions/081_sbp-001-01_11_exceptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..bc5fedca4baa359992f0316a3d5761cbd5bf0f7a
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/081_sbp-001-01_11_exceptions.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": "11_exceptions",
+    "source_version": "v2.0",
+    "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": [
+      "2026-06-02 | EVT-001-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-001-081-2 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-001-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-001-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-001-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-001-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-001-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-001-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-001-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-001-081-10 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-001-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-001-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-001-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-001-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-001-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-001-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-001-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-001-081-18 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-001-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-001-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-001-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-001-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-001-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-001-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-001-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-001-081-26 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-001-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-001-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-001-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-001-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-001-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-001-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-001-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-001-081-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/082_sbp-001-02_11_exceptions.txt b/task_files/sb100-001-northwind-q3-commit/11_exceptions/082_sbp-001-02_11_exceptions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..b70c6ed99d1391cd643d1fb713d6f6b1d6947e71
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/082_sbp-001-02_11_exceptions.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": "11_exceptions",
+    "source_version": "v3.1",
+    "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": [
+      "2026-06-03 | EVT-001-082-1 | buyer | security review remains seller-owned",
+      "2026-06-08 | EVT-001-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-001-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-001-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-001-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-001-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-001-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-001-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-001-082-9 | buyer | security review remains seller-owned",
+      "2026-07-18 | EVT-001-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-001-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-001-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-001-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-001-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-001-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-001-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-001-082-17 | buyer | security review remains seller-owned",
+      "2026-08-27 | EVT-001-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-001-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-001-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-001-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-001-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-001-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-001-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-001-082-25 | buyer | security review remains seller-owned",
+      "2026-10-06 | EVT-001-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-001-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-001-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-001-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-001-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-001-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-001-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-001-082-33 | buyer | security review remains seller-owned",
+      "2026-11-15 | EVT-001-082-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/083_sbp-001-03_11_exceptions.json b/task_files/sb100-001-northwind-q3-commit/11_exceptions/083_sbp-001-03_11_exceptions.json
new file mode 100644
index 0000000000000000000000000000000000000000..d8c91713b3d5f89deca8e46d756b07dfbbe4f8fe
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/083_sbp-001-03_11_exceptions.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": [
+      "2026-06-04 | EVT-001-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-001-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-001-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-001-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-001-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-001-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-001-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-001-083-8 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-001-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-001-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-001-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-001-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-001-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-001-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-001-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-001-083-16 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-001-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-001-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-001-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-001-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-001-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-001-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-001-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-001-083-24 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-001-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-001-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-001-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-001-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-001-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-001-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-001-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-001-083-32 | seller | security review remains seller-owned",
+      "2026-11-11 | EVT-001-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-16 | EVT-001-083-34 | 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": "11_exceptions",
+    "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": "v4.2",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/084_sbp-001-04_11_exceptions.csv b/task_files/sb100-001-northwind-q3-commit/11_exceptions/084_sbp-001-04_11_exceptions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..7dde87930e64fdb361e2d2eb77223dfaad5cd43d
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/084_sbp-001-04_11_exceptions.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,"""11_exceptions"""
+record_control,source_version,"""v1.3"""
+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,"[""2026-06-05 | EVT-001-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-10 | EVT-001-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-15 | EVT-001-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-20 | EVT-001-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-25 | EVT-001-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-30 | EVT-001-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-05 | EVT-001-084-7 | buyer | security review remains seller-owned"", ""2026-07-10 | EVT-001-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-15 | EVT-001-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-20 | EVT-001-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-25 | EVT-001-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-30 | EVT-001-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-04 | EVT-001-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-09 | EVT-001-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-14 | EVT-001-084-15 | buyer | security review remains seller-owned"", ""2026-08-19 | EVT-001-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-24 | EVT-001-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-29 | EVT-001-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-03 | EVT-001-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-08 | EVT-001-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-13 | EVT-001-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-18 | EVT-001-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-23 | EVT-001-084-23 | buyer | security review remains seller-owned"", ""2026-09-28 | EVT-001-084-24 | seller | champion requested a revised mutual action plan"", ""2026-10-03 | EVT-001-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-08 | EVT-001-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-13 | EVT-001-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-18 | EVT-001-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-23 | EVT-001-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-28 | EVT-001-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-02 | EVT-001-084-31 | buyer | security review remains seller-owned"", ""2026-11-07 | EVT-001-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-12 | EVT-001-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-17 | EVT-001-084-34 | 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
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/085_sbp-001-05_11_exceptions.eml b/task_files/sb100-001-northwind-q3-commit/11_exceptions/085_sbp-001-05_11_exceptions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..feda645a039fb7d9b79d3b8fc51fafe2ec87e1b0
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/085_sbp-001-05_11_exceptions.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 / 11_exceptions
+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": "11_exceptions",
+    "source_version": "v2.4",
+    "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": [
+      "2026-06-06 | EVT-001-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-001-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-001-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-001-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-001-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-001-085-6 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-001-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-001-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-001-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-001-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-001-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-001-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-001-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-001-085-14 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-001-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-001-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-001-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-001-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-001-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-001-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-001-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-001-085-22 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-001-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-001-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-001-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-001-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-001-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-001-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-001-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-001-085-30 | seller | security review remains seller-owned",
+      "2026-11-03 | EVT-001-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-08 | EVT-001-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-13 | EVT-001-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-18 | EVT-001-085-34 | 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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/086_sbp-001-06_11_exceptions.xml b/task_files/sb100-001-northwind-q3-commit/11_exceptions/086_sbp-001-06_11_exceptions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..39b3c19ba9d471848fd7e99f9977e87b45a118dd
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/086_sbp-001-06_11_exceptions.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": "11_exceptions",
+  "source_version": "v3.5",
+  "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": [
+    "2026-06-07 | EVT-001-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-12 | EVT-001-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-17 | EVT-001-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-22 | EVT-001-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-27 | EVT-001-086-5 | buyer | security review remains seller-owned",
+    "2026-07-02 | EVT-001-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-07 | EVT-001-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-12 | EVT-001-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-17 | EVT-001-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-22 | EVT-001-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-27 | EVT-001-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-01 | EVT-001-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-06 | EVT-001-086-13 | buyer | security review remains seller-owned",
+    "2026-08-11 | EVT-001-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-16 | EVT-001-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-21 | EVT-001-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-26 | EVT-001-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-31 | EVT-001-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-05 | EVT-001-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-10 | EVT-001-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-15 | EVT-001-086-21 | buyer | security review remains seller-owned",
+    "2026-09-20 | EVT-001-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-25 | EVT-001-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-30 | EVT-001-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-05 | EVT-001-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-10 | EVT-001-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-15 | EVT-001-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-20 | EVT-001-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-25 | EVT-001-086-29 | buyer | security review remains seller-owned",
+    "2026-10-30 | EVT-001-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-04 | EVT-001-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-09 | EVT-001-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-14 | EVT-001-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-19 | EVT-001-086-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/087_sbp-001-07_11_exceptions.html b/task_files/sb100-001-northwind-q3-commit/11_exceptions/087_sbp-001-07_11_exceptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..47c74a291841a90524855906e2fa8389b41c2540
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/087_sbp-001-07_11_exceptions.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;11_exceptions&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;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;2026-06-08 | EVT-001-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-13 | EVT-001-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-18 | EVT-001-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-23 | EVT-001-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-28 | EVT-001-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-03 | EVT-001-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-08 | EVT-001-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-13 | EVT-001-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-18 | EVT-001-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-23 | EVT-001-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-28 | EVT-001-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-02 | EVT-001-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-07 | EVT-001-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-12 | EVT-001-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-17 | EVT-001-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-22 | EVT-001-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-27 | EVT-001-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-01 | EVT-001-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-06 | EVT-001-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-11 | EVT-001-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-16 | EVT-001-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-21 | EVT-001-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-26 | EVT-001-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-01 | EVT-001-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-06 | EVT-001-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-11 | EVT-001-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-16 | EVT-001-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-21 | EVT-001-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-26 | EVT-001-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-31 | EVT-001-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-05 | EVT-001-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-10 | EVT-001-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-15 | EVT-001-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-20 | EVT-001-087-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/11_exceptions/088_sbp-001-08_11_exceptions.md b/task_files/sb100-001-northwind-q3-commit/11_exceptions/088_sbp-001-08_11_exceptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..cbe5bfdee665ff46060daaf1f790761e718fefb9
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/11_exceptions/088_sbp-001-08_11_exceptions.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": "11_exceptions",
+    "source_version": "v1.7",
+    "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": [
+      "2026-06-09 | EVT-001-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-001-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-001-088-3 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-001-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-001-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-001-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-001-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-001-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-001-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-001-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-001-088-11 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-001-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-001-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-001-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-001-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-001-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-001-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-001-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-001-088-19 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-001-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-001-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-001-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-001-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-001-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-001-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-001-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-001-088-27 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-001-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-001-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-001-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-001-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-001-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-001-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-001-088-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/089_sbp-001-09_12_deliverables.md b/task_files/sb100-001-northwind-q3-commit/12_deliverables/089_sbp-001-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..c84cd30aeea7caca73af894b7eca29495a6e5df2
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/089_sbp-001-09_12_deliverables.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": "12_deliverables",
+    "source_version": "v2.8",
+    "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": [
+      "2026-06-10 | EVT-001-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-001-089-2 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-001-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-001-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-001-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-001-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-001-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-001-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-001-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-001-089-10 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-001-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-001-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-001-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-001-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-001-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-001-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-001-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-001-089-18 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-001-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-001-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-001-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-001-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-001-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-001-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-001-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-001-089-26 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-001-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-001-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-001-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-001-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-001-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-001-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-001-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-22 | EVT-001-089-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/090_sbp-001-10_12_deliverables.txt b/task_files/sb100-001-northwind-q3-commit/12_deliverables/090_sbp-001-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f906e6c958808e5b520f5f69935cb92d170e2a55
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/090_sbp-001-10_12_deliverables.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": "12_deliverables",
+    "source_version": "v3.0",
+    "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": [
+      "2026-06-11 | EVT-001-090-1 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-001-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-001-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-001-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-001-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-001-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-001-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-001-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-001-090-9 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-001-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-001-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-001-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-001-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-001-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-001-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-001-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-001-090-17 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-001-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-001-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-001-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-001-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-001-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-001-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-001-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-001-090-25 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-001-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-001-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-001-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-001-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-001-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-001-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-001-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-001-090-33 | buyer | security review remains seller-owned",
+      "2026-11-23 | EVT-001-090-34 | 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.
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/091_sbp-001-11_12_deliverables.json b/task_files/sb100-001-northwind-q3-commit/12_deliverables/091_sbp-001-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..9d2d913cc300ffc49429a4001ac9c3f628623707
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/091_sbp-001-11_12_deliverables.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": [
+      "2026-06-12 | EVT-001-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-001-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-001-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-001-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-001-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-001-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-001-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-001-091-8 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-001-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-001-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-001-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-001-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-001-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-001-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-001-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-001-091-16 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-001-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-001-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-001-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-001-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-001-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-001-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-001-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-001-091-24 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-001-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-001-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-001-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-001-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-001-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-001-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-001-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-001-091-32 | seller | security review remains seller-owned",
+      "2026-11-19 | EVT-001-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-24 | EVT-001-091-34 | 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": "12_deliverables",
+    "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": "v4.1",
+    "task_id": "sb100-001-northwind-q3-commit"
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/092_sbp-001-12_12_deliverables.csv b/task_files/sb100-001-northwind-q3-commit/12_deliverables/092_sbp-001-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..0928236579687e9457536539b8dc95e082bdff99
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/092_sbp-001-12_12_deliverables.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,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+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,"[""2026-06-13 | EVT-001-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-001-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-001-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-001-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-001-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-001-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-001-092-7 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-001-092-8 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-001-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-001-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-001-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-001-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-001-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-001-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-001-092-15 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-001-092-16 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-001-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-001-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-001-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-001-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-001-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-001-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-001-092-23 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-001-092-24 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-001-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-001-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-21 | EVT-001-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-26 | EVT-001-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-31 | EVT-001-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-05 | EVT-001-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-10 | EVT-001-092-31 | buyer | security review remains seller-owned"", ""2026-11-15 | EVT-001-092-32 | seller | champion requested a revised mutual action plan"", ""2026-11-20 | EVT-001-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-25 | EVT-001-092-34 | 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
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/093_sbp-001-13_12_deliverables.eml b/task_files/sb100-001-northwind-q3-commit/12_deliverables/093_sbp-001-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..eaf628fc673296d5450de9df1edcc63c144059b6
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/093_sbp-001-13_12_deliverables.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 / 12_deliverables
+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": "12_deliverables",
+    "source_version": "v2.3",
+    "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": [
+      "2026-06-14 | EVT-001-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-001-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-001-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-001-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-001-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-001-093-6 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-001-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-001-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-001-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-001-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-001-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-001-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-001-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-001-093-14 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-001-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-001-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-001-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-001-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-001-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-001-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-001-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-001-093-22 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-001-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-001-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-001-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-001-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-001-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-001-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-001-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-001-093-30 | seller | security review remains seller-owned",
+      "2026-11-11 | EVT-001-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-16 | EVT-001-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-21 | EVT-001-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-26 | EVT-001-093-34 | 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
+  }
+}
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/094_sbp-001-14_12_deliverables.xml b/task_files/sb100-001-northwind-q3-commit/12_deliverables/094_sbp-001-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..de4ca3a20fc8129ba8e52b178c6bfb1be904cc7a
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/094_sbp-001-14_12_deliverables.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": "12_deliverables",
+  "source_version": "v3.4",
+  "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": [
+    "2026-06-15 | EVT-001-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-001-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-001-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-001-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-001-094-5 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-001-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-001-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-001-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-001-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-001-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-001-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-001-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-001-094-13 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-001-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-001-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-001-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-001-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-001-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-001-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-001-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-001-094-21 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-001-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-001-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-001-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-001-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-001-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-23 | EVT-001-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-28 | EVT-001-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-02 | EVT-001-094-29 | buyer | security review remains seller-owned",
+    "2026-11-07 | EVT-001-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-12 | EVT-001-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-17 | EVT-001-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-22 | EVT-001-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-27 | EVT-001-094-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/095_sbp-001-15_12_deliverables.html b/task_files/sb100-001-northwind-q3-commit/12_deliverables/095_sbp-001-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..7362f1d44ad5ab80f77ee47a3c452c584d9b2190
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/095_sbp-001-15_12_deliverables.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;12_deliverables&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;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;2026-06-16 | EVT-001-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-001-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-001-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-001-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-001-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-001-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-001-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-001-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-001-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-001-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-001-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-001-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-001-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-001-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-001-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-001-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-001-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-001-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-001-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-001-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-001-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-001-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-001-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-001-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-001-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-001-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-24 | EVT-001-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-29 | EVT-001-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-03 | EVT-001-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-08 | EVT-001-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-13 | EVT-001-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-18 | EVT-001-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-23 | EVT-001-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-28 | EVT-001-095-34 | 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>
diff --git a/task_files/sb100-001-northwind-q3-commit/12_deliverables/096_sbp-001-16_12_deliverables.md b/task_files/sb100-001-northwind-q3-commit/12_deliverables/096_sbp-001-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..96ae108c9194ea3efdb4bc1d93fc2beea68cd5f8
--- /dev/null
+++ b/task_files/sb100-001-northwind-q3-commit/12_deliverables/096_sbp-001-16_12_deliverables.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": "12_deliverables",
+    "source_version": "v1.6",
+    "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": [
+      "2026-06-17 | EVT-001-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-001-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-001-096-3 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-001-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-001-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-001-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-001-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-001-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-001-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-001-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-001-096-11 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-001-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-001-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-001-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-001-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-001-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-001-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-001-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-001-096-19 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-001-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-001-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-001-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-001-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-001-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-001-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-001-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-001-096-27 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-001-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-001-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-001-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-001-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-19 | EVT-001-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-24 | EVT-001-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-29 | EVT-001-096-34 | 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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/001_sbp-009-01_01_salesforce_pipeline.md b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/001_sbp-009-01_01_salesforce_pipeline.md
new file mode 100644
index 0000000000000000000000000000000000000000..388291f1d5720b81bcd567dd7e9f03418e0537c2
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/001_sbp-009-01_01_salesforce_pipeline.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB009000000",
+    "salesforce_opportunity_id": "006SB009000000",
+    "hubspot_company_id": "8000910000",
+    "hubspot_deal_id": "8000920000",
+    "gong_evidence_id": "GE-009-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Alder Platform",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 933471,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "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-009-01 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": [
+      "2026-05-11 | EVT-009-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-16 | EVT-009-001-2 | seller | security review remains seller-owned",
+      "2026-05-21 | EVT-009-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-009-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-009-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-009-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-009-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-009-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-009-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-009-001-10 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-009-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-009-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-009-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-009-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-009-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-009-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-009-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-009-001-18 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-009-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-009-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-009-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-009-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-009-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-009-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-009-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-009-001-26 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-009-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-009-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-009-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-009-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-009-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-009-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-009-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-009-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-01 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": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/002_sbp-009-02_01_salesforce_pipeline.txt b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/002_sbp-009-02_01_salesforce_pipeline.txt
new file mode 100644
index 0000000000000000000000000000000000000000..96524e7ab726ab61b07be6c1034ea46ea6c65485
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/002_sbp-009-02_01_salesforce_pipeline.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB009000001",
+    "salesforce_opportunity_id": "006SB009000001",
+    "hubspot_company_id": "8000910001",
+    "hubspot_deal_id": "8000920001",
+    "gong_evidence_id": "GE-009-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1070584,
+    "stage": "Prospecting",
+    "close_date": "2026-09-15",
+    "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-009-02 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": [
+      "2026-05-12 | EVT-009-002-1 | buyer | security review remains seller-owned",
+      "2026-05-17 | EVT-009-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-009-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-009-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-009-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-009-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-009-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-009-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-009-002-9 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-009-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-009-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-009-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-009-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-009-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-009-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-009-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-009-002-17 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-009-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-009-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-009-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-009-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-009-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-009-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-009-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-009-002-25 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-009-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-009-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-009-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-009-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-009-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-009-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-009-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-009-002-33 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-009-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-02 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": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/003_sbp-009-03_01_salesforce_pipeline.json b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/003_sbp-009-03_01_salesforce_pipeline.json
new file mode 100644
index 0000000000000000000000000000000000000000..8a4a4804243e5ec68b732c8ef9134e0fc35e73f2
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/003_sbp-009-03_01_salesforce_pipeline.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1207697,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-09-22",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Group",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "006SB009000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-09",
+    "decision_code": "CHG-009-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-03 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": [
+      "2026-05-13 | EVT-009-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-009-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-009-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-009-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-009-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-009-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-009-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-009-003-8 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-009-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-009-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-009-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-009-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-009-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-009-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-009-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-009-003-16 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-009-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-009-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-009-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-009-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-009-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-009-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-009-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-009-003-24 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-009-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-009-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-009-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-009-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-009-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-009-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-009-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-009-003-32 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-009-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-009-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-03 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 Group",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "01_salesforce_pipeline",
+    "gong_evidence_id": "GE-009-03",
+    "hubspot_company_id": "8000910002",
+    "hubspot_deal_id": "8000920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-03",
+    "salesforce_account_id": "001SB009000002",
+    "salesforce_opportunity_id": "006SB009000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/004_sbp-009-04_01_salesforce_pipeline.csv b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/004_sbp-009-04_01_salesforce_pipeline.csv
new file mode 100644
index 0000000000000000000000000000000000000000..16635a1e6db8c283308bb86b259be63fac4d122c
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/004_sbp-009-04_01_salesforce_pipeline.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB009000003"""
+record_control,salesforce_opportunity_id,"""006SB009000003"""
+record_control,hubspot_company_id,"""8000910003"""
+record_control,hubspot_deal_id,"""8000920003"""
+record_control,gong_evidence_id,"""GE-009-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""01_salesforce_pipeline"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,1344810
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-09-29"""
+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-009-04 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,"[""2026-05-14 | EVT-009-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-19 | EVT-009-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-24 | EVT-009-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-29 | EVT-009-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-03 | EVT-009-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-08 | EVT-009-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-13 | EVT-009-004-7 | buyer | security review remains seller-owned"", ""2026-06-18 | EVT-009-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-23 | EVT-009-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-28 | EVT-009-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-03 | EVT-009-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-08 | EVT-009-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-13 | EVT-009-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-18 | EVT-009-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-23 | EVT-009-004-15 | buyer | security review remains seller-owned"", ""2026-07-28 | EVT-009-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-02 | EVT-009-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-07 | EVT-009-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-12 | EVT-009-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-17 | EVT-009-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-22 | EVT-009-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-27 | EVT-009-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-01 | EVT-009-004-23 | buyer | security review remains seller-owned"", ""2026-09-06 | EVT-009-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-11 | EVT-009-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-16 | EVT-009-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-21 | EVT-009-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-26 | EVT-009-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-01 | EVT-009-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-06 | EVT-009-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-11 | EVT-009-004-31 | buyer | security review remains seller-owned"", ""2026-10-16 | EVT-009-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-21 | EVT-009-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-26 | EVT-009-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-04 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,"""2026-09-10"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/005_sbp-009-05_01_salesforce_pipeline.eml b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/005_sbp-009-05_01_salesforce_pipeline.eml
new file mode 100644
index 0000000000000000000000000000000000000000..575af26bdb44c9756a8252b47ff484d3883f1fe9
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/005_sbp-009-05_01_salesforce_pipeline.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-05 / 01_salesforce_pipeline
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB009000004",
+    "salesforce_opportunity_id": "006SB009000004",
+    "hubspot_company_id": "8000910004",
+    "hubspot_deal_id": "8000920004",
+    "gong_evidence_id": "GE-009-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1481923,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-06",
+    "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-009-05 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": [
+      "2026-05-15 | EVT-009-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-20 | EVT-009-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-25 | EVT-009-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-30 | EVT-009-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-009-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-009-005-6 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-009-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-009-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-009-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-009-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-009-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-009-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-009-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-009-005-14 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-009-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-009-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-009-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-009-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-009-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-009-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-009-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-009-005-22 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-009-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-009-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-009-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-009-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-009-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-009-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-009-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-009-005-30 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-009-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-009-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-009-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-009-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920004",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-05 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": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/006_sbp-009-06_01_salesforce_pipeline.xml b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/006_sbp-009-06_01_salesforce_pipeline.xml
new file mode 100644
index 0000000000000000000000000000000000000000..d02c76bb28c5144b6d239fe823918981689ef917
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/006_sbp-009-06_01_salesforce_pipeline.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB009000005",
+  "salesforce_opportunity_id": "006SB009000005",
+  "hubspot_company_id": "8000910005",
+  "hubspot_deal_id": "8000920005",
+  "gong_evidence_id": "GE-009-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "01_salesforce_pipeline",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 1619036,
+  "stage": "Prospecting",
+  "close_date": "2026-10-13",
+  "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-009-06 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": [
+    "2026-05-16 | EVT-009-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-21 | EVT-009-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-26 | EVT-009-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-31 | EVT-009-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-05 | EVT-009-006-5 | buyer | security review remains seller-owned",
+    "2026-06-10 | EVT-009-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-15 | EVT-009-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-20 | EVT-009-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-25 | EVT-009-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-30 | EVT-009-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-05 | EVT-009-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-10 | EVT-009-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-15 | EVT-009-006-13 | buyer | security review remains seller-owned",
+    "2026-07-20 | EVT-009-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-25 | EVT-009-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-30 | EVT-009-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-04 | EVT-009-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-09 | EVT-009-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-14 | EVT-009-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-19 | EVT-009-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-24 | EVT-009-006-21 | buyer | security review remains seller-owned",
+    "2026-08-29 | EVT-009-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-03 | EVT-009-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-08 | EVT-009-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-13 | EVT-009-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-18 | EVT-009-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-23 | EVT-009-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-28 | EVT-009-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-03 | EVT-009-006-29 | buyer | security review remains seller-owned",
+    "2026-10-08 | EVT-009-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-13 | EVT-009-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-18 | EVT-009-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-23 | EVT-009-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-28 | EVT-009-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-009-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB009000005",
+  "authorized_field": "ForecastCategoryName",
+  "current_value": "Pipeline",
+  "required_value": "Commit",
+  "reason": "SBP-009-06 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": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/007_sbp-009-07_01_salesforce_pipeline.html b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/007_sbp-009-07_01_salesforce_pipeline.html
new file mode 100644
index 0000000000000000000000000000000000000000..de98e2d96db1991ff28371b9987f7617612be8c7
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/007_sbp-009-07_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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&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;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 1756149,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-20&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-009-07 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;2026-05-17 | EVT-009-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-22 | EVT-009-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-27 | EVT-009-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-01 | EVT-009-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-06 | EVT-009-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-11 | EVT-009-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-16 | EVT-009-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-21 | EVT-009-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-26 | EVT-009-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-01 | EVT-009-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-06 | EVT-009-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-11 | EVT-009-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-16 | EVT-009-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-21 | EVT-009-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-26 | EVT-009-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-31 | EVT-009-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-05 | EVT-009-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-10 | EVT-009-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-15 | EVT-009-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-20 | EVT-009-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-25 | EVT-009-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-30 | EVT-009-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-04 | EVT-009-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-09 | EVT-009-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-14 | EVT-009-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-19 | EVT-009-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-24 | EVT-009-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-29 | EVT-009-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-04 | EVT-009-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-09 | EVT-009-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-14 | EVT-009-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-19 | EVT-009-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-24 | EVT-009-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-29 | EVT-009-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8000920006&quot;,
+    &quot;authorized_field&quot;: &quot;forecast_status&quot;,
+    &quot;current_value&quot;: &quot;pipeline&quot;,
+    &quot;required_value&quot;: &quot;commit&quot;,
+    &quot;reason&quot;: &quot;SBP-009-07 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;2026-09-07&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/008_sbp-009-08_01_salesforce_pipeline.md b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/008_sbp-009-08_01_salesforce_pipeline.md
new file mode 100644
index 0000000000000000000000000000000000000000..3b2877a6c12769f8cedbd7b4e4263bcd27004596
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/01_salesforce_pipeline/008_sbp-009-08_01_salesforce_pipeline.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB009000007",
+    "salesforce_opportunity_id": "006SB009000007",
+    "hubspot_company_id": "8000910007",
+    "hubspot_deal_id": "8000920007",
+    "gong_evidence_id": "GE-009-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "01_salesforce_pipeline",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Harbor Labs",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1893262,
+    "stage": "Prospecting",
+    "close_date": "2026-10-27",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-08 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": [
+      "2026-05-18 | EVT-009-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-009-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-009-008-3 | buyer | security review remains seller-owned",
+      "2026-06-02 | EVT-009-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-009-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-009-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-009-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-009-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-009-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-009-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-009-008-11 | buyer | security review remains seller-owned",
+      "2026-07-12 | EVT-009-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-009-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-009-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-009-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-009-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-009-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-009-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-009-008-19 | buyer | security review remains seller-owned",
+      "2026-08-21 | EVT-009-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-009-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-009-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-009-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-009-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-009-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-009-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-009-008-27 | buyer | security review remains seller-owned",
+      "2026-09-30 | EVT-009-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-009-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-009-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-009-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-009-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-009-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-009-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000007",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-08 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/009_sbp-009-09_02_hubspot_deals.md b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/009_sbp-009-09_02_hubspot_deals.md
new file mode 100644
index 0000000000000000000000000000000000000000..bdfb2742c2529f41fca9f31e4d405b97fe32e3b8
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/009_sbp-009-09_02_hubspot_deals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB009000008",
+    "salesforce_opportunity_id": "006SB009000008",
+    "hubspot_company_id": "8000910008",
+    "hubspot_deal_id": "8000920008",
+    "gong_evidence_id": "GE-009-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "02_hubspot_deals",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Indigo Industries",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2030375,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-03",
+    "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-009-09 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": [
+      "2026-05-19 | EVT-009-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-24 | EVT-009-009-2 | seller | security review remains seller-owned",
+      "2026-05-29 | EVT-009-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-009-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-009-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-009-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-009-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-009-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-009-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-009-009-10 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-009-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-009-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-009-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-009-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-009-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-009-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-009-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-009-009-18 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-009-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-009-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-009-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-009-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-009-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-009-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-009-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-009-009-26 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-009-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-009-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-009-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-009-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-009-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-009-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-009-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-009-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920008",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-09 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": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/010_sbp-009-10_02_hubspot_deals.txt b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/010_sbp-009-10_02_hubspot_deals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..259dfd4784e6b5bf2d0143ee1697f043cb9d6d7b
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/010_sbp-009-10_02_hubspot_deals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB009000009",
+    "salesforce_opportunity_id": "006SB009000009",
+    "hubspot_company_id": "8000910009",
+    "hubspot_deal_id": "8000920009",
+    "gong_evidence_id": "GE-009-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "02_hubspot_deals",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Juniper Collective",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2167488,
+    "stage": "Prospecting",
+    "close_date": "2026-11-10",
+    "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-009-10 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": [
+      "2026-05-20 | EVT-009-010-1 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-009-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-009-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-009-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-009-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-009-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-009-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-009-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-009-010-9 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-009-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-009-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-009-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-009-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-009-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-009-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-009-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-009-010-17 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-009-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-009-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-009-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-009-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-009-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-009-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-009-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-009-010-25 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-009-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-009-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-009-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-009-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-009-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-009-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-009-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-009-010-33 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-009-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000009",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-10 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": "2026-09-10"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/011_sbp-009-11_02_hubspot_deals.json b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/011_sbp-009-11_02_hubspot_deals.json
new file mode 100644
index 0000000000000000000000000000000000000000..b000f5cc1400b612f6478ba5863a0e45f99fadb6
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/011_sbp-009-11_02_hubspot_deals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2304601,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-11-17",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Works",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-11",
+    "decision_code": "HOLD-009-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-21 | EVT-009-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-009-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-009-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-009-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-009-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-009-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-009-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-009-011-8 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-009-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-009-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-009-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-009-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-009-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-009-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-009-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-009-011-16 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-009-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-009-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-009-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-009-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-009-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-009-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-009-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-009-011-24 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-009-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-009-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-009-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-009-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-009-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-009-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-009-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-009-011-32 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-009-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-009-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-11 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 Works",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "02_hubspot_deals",
+    "gong_evidence_id": "GE-009-11",
+    "hubspot_company_id": "8000910010",
+    "hubspot_deal_id": "8000920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-11",
+    "salesforce_account_id": "001SB009000010",
+    "salesforce_opportunity_id": "006SB009000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/012_sbp-009-12_02_hubspot_deals.csv b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/012_sbp-009-12_02_hubspot_deals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..7638f871048fa2ead6086f5ea440f173f3322129
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/012_sbp-009-12_02_hubspot_deals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB009000011"""
+record_control,salesforce_opportunity_id,"""006SB009000011"""
+record_control,hubspot_company_id,"""8000910011"""
+record_control,hubspot_deal_id,"""8000920011"""
+record_control,gong_evidence_id,"""GE-009-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""02_hubspot_deals"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,2441714
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-11-24"""
+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-009-12 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,"[""2026-05-22 | EVT-009-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-27 | EVT-009-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-01 | EVT-009-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-06 | EVT-009-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-11 | EVT-009-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-16 | EVT-009-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-21 | EVT-009-012-7 | buyer | security review remains seller-owned"", ""2026-06-26 | EVT-009-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-01 | EVT-009-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-06 | EVT-009-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-11 | EVT-009-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-16 | EVT-009-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-21 | EVT-009-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-26 | EVT-009-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-31 | EVT-009-012-15 | buyer | security review remains seller-owned"", ""2026-08-05 | EVT-009-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-10 | EVT-009-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-15 | EVT-009-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-20 | EVT-009-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-25 | EVT-009-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-30 | EVT-009-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-04 | EVT-009-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-09 | EVT-009-012-23 | buyer | security review remains seller-owned"", ""2026-09-14 | EVT-009-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-19 | EVT-009-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-24 | EVT-009-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-29 | EVT-009-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-04 | EVT-009-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-09 | EVT-009-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-14 | EVT-009-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-19 | EVT-009-012-31 | buyer | security review remains seller-owned"", ""2026-10-24 | EVT-009-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-29 | EVT-009-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-03 | EVT-009-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-12 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,"""2026-09-12"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/013_sbp-009-13_02_hubspot_deals.eml b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/013_sbp-009-13_02_hubspot_deals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..1b6f7d9a089cb4191d5c2a9d6e685a88c711c4ac
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/013_sbp-009-13_02_hubspot_deals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-13 / 02_hubspot_deals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB009000012",
+    "salesforce_opportunity_id": "006SB009000012",
+    "hubspot_company_id": "8000910012",
+    "hubspot_deal_id": "8000920012",
+    "gong_evidence_id": "GE-009-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "02_hubspot_deals",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Meridian Services",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2578827,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-01",
+    "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-009-13 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": [
+      "2026-05-23 | EVT-009-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-009-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-009-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-009-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-009-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-009-013-6 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-009-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-009-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-009-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-009-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-009-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-009-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-009-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-009-013-14 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-009-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-009-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-009-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-009-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-009-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-009-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-009-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-009-013-22 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-009-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-009-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-009-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-009-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-009-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-009-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-009-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-009-013-30 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-009-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-009-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-009-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-009-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920012",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-13 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": "2026-09-07"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/014_sbp-009-14_02_hubspot_deals.xml b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/014_sbp-009-14_02_hubspot_deals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..abf4fa2d8078711b85a342d861aa32fb13bd8d99
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/014_sbp-009-14_02_hubspot_deals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB009000013",
+  "salesforce_opportunity_id": "006SB009000013",
+  "hubspot_company_id": "8000910013",
+  "hubspot_deal_id": "8000920013",
+  "gong_evidence_id": "GE-009-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "02_hubspot_deals",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 2715940,
+  "stage": "Prospecting",
+  "close_date": "2026-12-08",
+  "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-009-14 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": [
+    "2026-05-24 | EVT-009-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-29 | EVT-009-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-03 | EVT-009-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-08 | EVT-009-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-13 | EVT-009-014-5 | buyer | security review remains seller-owned",
+    "2026-06-18 | EVT-009-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-23 | EVT-009-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-28 | EVT-009-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-03 | EVT-009-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-08 | EVT-009-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-13 | EVT-009-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-18 | EVT-009-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-23 | EVT-009-014-13 | buyer | security review remains seller-owned",
+    "2026-07-28 | EVT-009-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-02 | EVT-009-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-07 | EVT-009-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-12 | EVT-009-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-17 | EVT-009-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-22 | EVT-009-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-27 | EVT-009-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-01 | EVT-009-014-21 | buyer | security review remains seller-owned",
+    "2026-09-06 | EVT-009-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-11 | EVT-009-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-16 | EVT-009-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-21 | EVT-009-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-26 | EVT-009-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-01 | EVT-009-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-06 | EVT-009-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-11 | EVT-009-014-29 | buyer | security review remains seller-owned",
+    "2026-10-16 | EVT-009-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-21 | EVT-009-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-26 | EVT-009-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-31 | EVT-009-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-05 | EVT-009-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-009-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-009-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-08"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/015_sbp-009-15_02_hubspot_deals.html b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/015_sbp-009-15_02_hubspot_deals.html
new file mode 100644
index 0000000000000000000000000000000000000000..c363ac0b9eb6bf1a3f65e4d63f97086af342ba3d
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/015_sbp-009-15_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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&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;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 2853053,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-12-15&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-009-15 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;2026-05-25 | EVT-009-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-30 | EVT-009-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-04 | EVT-009-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-09 | EVT-009-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-14 | EVT-009-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-19 | EVT-009-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-24 | EVT-009-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-29 | EVT-009-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-04 | EVT-009-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-09 | EVT-009-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-14 | EVT-009-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-19 | EVT-009-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-24 | EVT-009-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-29 | EVT-009-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-03 | EVT-009-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-08 | EVT-009-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-13 | EVT-009-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-18 | EVT-009-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-23 | EVT-009-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-28 | EVT-009-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-02 | EVT-009-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-07 | EVT-009-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-12 | EVT-009-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-17 | EVT-009-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-22 | EVT-009-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-27 | EVT-009-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-02 | EVT-009-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-07 | EVT-009-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-12 | EVT-009-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-17 | EVT-009-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-22 | EVT-009-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-27 | EVT-009-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-01 | EVT-009-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-06 | EVT-009-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB009000014&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-009-15 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;2026-09-09&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/016_sbp-009-16_02_hubspot_deals.md b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/016_sbp-009-16_02_hubspot_deals.md
new file mode 100644
index 0000000000000000000000000000000000000000..af6b33cd201a2e8946a38be2a887924965fd5e50
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/02_hubspot_deals/016_sbp-009-16_02_hubspot_deals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB009000015",
+    "salesforce_opportunity_id": "006SB009000015",
+    "hubspot_company_id": "8000910015",
+    "hubspot_deal_id": "8000920015",
+    "gong_evidence_id": "GE-009-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "02_hubspot_deals",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2990166,
+    "stage": "Prospecting",
+    "close_date": "2026-09-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-16 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": [
+      "2026-05-26 | EVT-009-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-009-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-009-016-3 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-009-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-009-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-009-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-009-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-009-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-009-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-009-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-009-016-11 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-009-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-009-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-009-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-009-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-009-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-009-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-009-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-009-016-19 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-009-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-009-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-009-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-009-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-009-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-009-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-009-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-009-016-27 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-009-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-009-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-009-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-009-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-009-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-009-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-009-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920015",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-16 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-10"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/025_sbp-009-09_04_call_evidence.md b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/025_sbp-009-09_04_call_evidence.md
new file mode 100644
index 0000000000000000000000000000000000000000..b3a6e92098f88074346ff52fb04d234c742b1b9e
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/025_sbp-009-09_04_call_evidence.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB009000008",
+    "salesforce_opportunity_id": "006SB009000008",
+    "hubspot_company_id": "8000910008",
+    "hubspot_deal_id": "8000920008",
+    "gong_evidence_id": "GE-009-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "04_call_evidence",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Indigo Industries",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2030375,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-03",
+    "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-009-09 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": [
+      "2026-06-04 | EVT-009-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-009-025-2 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-009-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-009-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-009-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-009-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-009-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-009-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-009-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-009-025-10 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-009-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-009-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-009-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-009-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-009-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-009-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-009-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-009-025-18 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-009-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-009-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-009-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-009-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-009-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-009-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-009-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-009-025-26 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-009-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-009-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-009-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-009-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-009-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-009-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-009-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-009-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920008",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-09 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": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/026_sbp-009-10_04_call_evidence.txt b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/026_sbp-009-10_04_call_evidence.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3a119f52e0dd974405d95201ad5d2ba1b6103f4a
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/026_sbp-009-10_04_call_evidence.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB009000009",
+    "salesforce_opportunity_id": "006SB009000009",
+    "hubspot_company_id": "8000910009",
+    "hubspot_deal_id": "8000920009",
+    "gong_evidence_id": "GE-009-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "04_call_evidence",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Juniper Collective",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2167488,
+    "stage": "Prospecting",
+    "close_date": "2026-11-10",
+    "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-009-10 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": [
+      "2026-06-05 | EVT-009-026-1 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-009-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-009-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-009-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-009-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-009-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-009-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-009-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-009-026-9 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-009-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-009-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-009-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-009-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-009-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-009-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-009-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-009-026-17 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-009-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-009-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-009-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-009-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-009-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-009-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-009-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-009-026-25 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-009-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-009-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-009-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-009-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-009-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-009-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-009-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-009-026-33 | buyer | security review remains seller-owned",
+      "2026-11-17 | EVT-009-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000009",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-10 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": "2026-09-10"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/027_sbp-009-11_04_call_evidence.json b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/027_sbp-009-11_04_call_evidence.json
new file mode 100644
index 0000000000000000000000000000000000000000..aae9d3ed55d368feec9567f60a0ee8ee6f875cf3
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/027_sbp-009-11_04_call_evidence.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2304601,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-11-17",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Works",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-11",
+    "decision_code": "HOLD-009-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-06 | EVT-009-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-009-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-009-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-009-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-009-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-009-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-009-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-009-027-8 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-009-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-009-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-009-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-009-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-009-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-009-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-009-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-009-027-16 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-009-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-009-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-009-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-009-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-009-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-009-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-009-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-009-027-24 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-009-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-009-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-009-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-009-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-009-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-009-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-009-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-009-027-32 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-009-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-009-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-11 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 Works",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "04_call_evidence",
+    "gong_evidence_id": "GE-009-11",
+    "hubspot_company_id": "8000910010",
+    "hubspot_deal_id": "8000920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-11",
+    "salesforce_account_id": "001SB009000010",
+    "salesforce_opportunity_id": "006SB009000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/028_sbp-009-12_04_call_evidence.csv b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/028_sbp-009-12_04_call_evidence.csv
new file mode 100644
index 0000000000000000000000000000000000000000..aefc9ed69e6bc0f6101978a264126bdfbb076725
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/028_sbp-009-12_04_call_evidence.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB009000011"""
+record_control,salesforce_opportunity_id,"""006SB009000011"""
+record_control,hubspot_company_id,"""8000910011"""
+record_control,hubspot_deal_id,"""8000920011"""
+record_control,gong_evidence_id,"""GE-009-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""04_call_evidence"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,2441714
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-11-24"""
+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-009-12 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,"[""2026-06-07 | EVT-009-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-12 | EVT-009-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-17 | EVT-009-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-22 | EVT-009-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-27 | EVT-009-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-02 | EVT-009-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-07 | EVT-009-028-7 | buyer | security review remains seller-owned"", ""2026-07-12 | EVT-009-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-17 | EVT-009-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-22 | EVT-009-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-27 | EVT-009-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-01 | EVT-009-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-06 | EVT-009-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-11 | EVT-009-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-16 | EVT-009-028-15 | buyer | security review remains seller-owned"", ""2026-08-21 | EVT-009-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-26 | EVT-009-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-31 | EVT-009-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-05 | EVT-009-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-10 | EVT-009-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-15 | EVT-009-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-20 | EVT-009-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-25 | EVT-009-028-23 | buyer | security review remains seller-owned"", ""2026-09-30 | EVT-009-028-24 | seller | champion requested a revised mutual action plan"", ""2026-10-05 | EVT-009-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-10 | EVT-009-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-15 | EVT-009-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-20 | EVT-009-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-25 | EVT-009-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-30 | EVT-009-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-04 | EVT-009-028-31 | buyer | security review remains seller-owned"", ""2026-11-09 | EVT-009-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-14 | EVT-009-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-19 | EVT-009-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-12 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,"""2026-09-12"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/029_sbp-009-13_04_call_evidence.eml b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/029_sbp-009-13_04_call_evidence.eml
new file mode 100644
index 0000000000000000000000000000000000000000..d8ed0be93733deda3737434054438daa415e17cf
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/029_sbp-009-13_04_call_evidence.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-13 / 04_call_evidence
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB009000012",
+    "salesforce_opportunity_id": "006SB009000012",
+    "hubspot_company_id": "8000910012",
+    "hubspot_deal_id": "8000920012",
+    "gong_evidence_id": "GE-009-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "04_call_evidence",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Meridian Services",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2578827,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-01",
+    "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-009-13 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": [
+      "2026-06-08 | EVT-009-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-009-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-009-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-009-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-009-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-009-029-6 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-009-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-009-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-009-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-009-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-009-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-009-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-009-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-009-029-14 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-009-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-009-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-009-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-009-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-009-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-009-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-009-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-009-029-22 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-009-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-009-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-009-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-009-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-009-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-009-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-009-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-009-029-30 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-009-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-009-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-15 | EVT-009-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-20 | EVT-009-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920012",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-13 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": "2026-09-07"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/030_sbp-009-14_04_call_evidence.xml b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/030_sbp-009-14_04_call_evidence.xml
new file mode 100644
index 0000000000000000000000000000000000000000..7ed80ef3485ba0715d50cc297b116a39d342392a
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/030_sbp-009-14_04_call_evidence.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB009000013",
+  "salesforce_opportunity_id": "006SB009000013",
+  "hubspot_company_id": "8000910013",
+  "hubspot_deal_id": "8000920013",
+  "gong_evidence_id": "GE-009-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "04_call_evidence",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 2715940,
+  "stage": "Prospecting",
+  "close_date": "2026-12-08",
+  "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-009-14 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": [
+    "2026-06-09 | EVT-009-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-14 | EVT-009-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-19 | EVT-009-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-24 | EVT-009-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-29 | EVT-009-030-5 | buyer | security review remains seller-owned",
+    "2026-07-04 | EVT-009-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-09 | EVT-009-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-14 | EVT-009-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-19 | EVT-009-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-24 | EVT-009-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-29 | EVT-009-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-03 | EVT-009-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-08 | EVT-009-030-13 | buyer | security review remains seller-owned",
+    "2026-08-13 | EVT-009-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-18 | EVT-009-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-23 | EVT-009-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-28 | EVT-009-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-02 | EVT-009-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-07 | EVT-009-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-12 | EVT-009-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-17 | EVT-009-030-21 | buyer | security review remains seller-owned",
+    "2026-09-22 | EVT-009-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-27 | EVT-009-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-02 | EVT-009-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-07 | EVT-009-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-12 | EVT-009-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-17 | EVT-009-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-22 | EVT-009-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-27 | EVT-009-030-29 | buyer | security review remains seller-owned",
+    "2026-11-01 | EVT-009-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-06 | EVT-009-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-11 | EVT-009-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-16 | EVT-009-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-21 | EVT-009-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-009-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-009-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-08"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/031_sbp-009-15_04_call_evidence.html b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/031_sbp-009-15_04_call_evidence.html
new file mode 100644
index 0000000000000000000000000000000000000000..484ae2cfb15455a19fc5055075c685716d4e2eef
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/031_sbp-009-15_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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&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;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 2853053,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-12-15&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-009-15 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;2026-06-10 | EVT-009-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-15 | EVT-009-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-20 | EVT-009-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-25 | EVT-009-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-30 | EVT-009-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-05 | EVT-009-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-10 | EVT-009-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-15 | EVT-009-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-20 | EVT-009-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-25 | EVT-009-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-30 | EVT-009-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-04 | EVT-009-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-09 | EVT-009-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-14 | EVT-009-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-19 | EVT-009-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-24 | EVT-009-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-29 | EVT-009-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-03 | EVT-009-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-08 | EVT-009-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-13 | EVT-009-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-18 | EVT-009-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-23 | EVT-009-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-28 | EVT-009-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-03 | EVT-009-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-08 | EVT-009-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-13 | EVT-009-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-18 | EVT-009-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-23 | EVT-009-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-28 | EVT-009-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-02 | EVT-009-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-07 | EVT-009-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-12 | EVT-009-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-17 | EVT-009-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-22 | EVT-009-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB009000014&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-009-15 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;2026-09-09&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/032_sbp-009-16_04_call_evidence.md b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/032_sbp-009-16_04_call_evidence.md
new file mode 100644
index 0000000000000000000000000000000000000000..3906319e610dcbce568687c2acbbe4896b3a7ed7
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/04_call_evidence/032_sbp-009-16_04_call_evidence.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB009000015",
+    "salesforce_opportunity_id": "006SB009000015",
+    "hubspot_company_id": "8000910015",
+    "hubspot_deal_id": "8000920015",
+    "gong_evidence_id": "GE-009-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "04_call_evidence",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2990166,
+    "stage": "Prospecting",
+    "close_date": "2026-09-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-16 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": [
+      "2026-06-11 | EVT-009-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-009-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-009-032-3 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-009-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-009-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-009-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-009-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-009-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-009-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-009-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-009-032-11 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-009-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-009-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-009-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-009-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-009-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-009-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-009-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-009-032-19 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-009-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-009-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-009-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-009-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-009-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-009-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-009-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-009-032-27 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-009-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-009-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-009-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-009-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-13 | EVT-009-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-18 | EVT-009-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-23 | EVT-009-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920015",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-16 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-10"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/033_sbp-009-01_05_forecast_snapshots.md b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/033_sbp-009-01_05_forecast_snapshots.md
new file mode 100644
index 0000000000000000000000000000000000000000..a02418f8b93dc3f7778d839b6beb07f4fea5a4d5
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/033_sbp-009-01_05_forecast_snapshots.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB009000000",
+    "salesforce_opportunity_id": "006SB009000000",
+    "hubspot_company_id": "8000910000",
+    "hubspot_deal_id": "8000920000",
+    "gong_evidence_id": "GE-009-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Alder Platform",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 933471,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "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-009-01 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": [
+      "2026-06-12 | EVT-009-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-009-033-2 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-009-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-009-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-009-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-009-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-009-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-009-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-009-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-009-033-10 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-009-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-009-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-009-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-009-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-009-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-009-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-009-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-009-033-18 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-009-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-009-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-009-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-009-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-009-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-009-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-009-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-009-033-26 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-009-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-009-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-009-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-009-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-009-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-009-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-009-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-24 | EVT-009-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-01 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": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/034_sbp-009-02_05_forecast_snapshots.txt b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/034_sbp-009-02_05_forecast_snapshots.txt
new file mode 100644
index 0000000000000000000000000000000000000000..1f41c21df88b8cd195be756de9f9e3993ee22325
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/034_sbp-009-02_05_forecast_snapshots.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB009000001",
+    "salesforce_opportunity_id": "006SB009000001",
+    "hubspot_company_id": "8000910001",
+    "hubspot_deal_id": "8000920001",
+    "gong_evidence_id": "GE-009-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1070584,
+    "stage": "Prospecting",
+    "close_date": "2026-09-15",
+    "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-009-02 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": [
+      "2026-06-13 | EVT-009-034-1 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-009-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-009-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-009-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-009-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-009-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-009-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-009-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-009-034-9 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-009-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-009-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-009-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-009-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-009-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-009-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-009-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-009-034-17 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-009-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-009-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-009-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-009-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-009-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-009-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-009-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-009-034-25 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-009-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-009-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-009-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-009-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-009-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-009-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-009-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-009-034-33 | buyer | security review remains seller-owned",
+      "2026-11-25 | EVT-009-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-02 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": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/035_sbp-009-03_05_forecast_snapshots.json b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/035_sbp-009-03_05_forecast_snapshots.json
new file mode 100644
index 0000000000000000000000000000000000000000..9ca421b56d6563947bf8db94b13741a08e7da6f4
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/035_sbp-009-03_05_forecast_snapshots.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1207697,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-09-22",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Group",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "006SB009000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-09",
+    "decision_code": "CHG-009-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-03 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": [
+      "2026-06-14 | EVT-009-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-009-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-009-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-009-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-009-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-009-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-009-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-009-035-8 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-009-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-009-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-009-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-009-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-009-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-009-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-009-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-009-035-16 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-009-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-009-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-009-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-009-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-009-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-009-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-009-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-009-035-24 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-009-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-009-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-009-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-009-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-009-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-009-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-009-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-009-035-32 | seller | security review remains seller-owned",
+      "2026-11-21 | EVT-009-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-26 | EVT-009-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-03 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 Group",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "05_forecast_snapshots",
+    "gong_evidence_id": "GE-009-03",
+    "hubspot_company_id": "8000910002",
+    "hubspot_deal_id": "8000920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-03",
+    "salesforce_account_id": "001SB009000002",
+    "salesforce_opportunity_id": "006SB009000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/036_sbp-009-04_05_forecast_snapshots.csv b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/036_sbp-009-04_05_forecast_snapshots.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ab2eefc6a1a4333362718625125429e51b336334
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/036_sbp-009-04_05_forecast_snapshots.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB009000003"""
+record_control,salesforce_opportunity_id,"""006SB009000003"""
+record_control,hubspot_company_id,"""8000910003"""
+record_control,hubspot_deal_id,"""8000920003"""
+record_control,gong_evidence_id,"""GE-009-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""05_forecast_snapshots"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,1344810
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-09-29"""
+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-009-04 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,"[""2026-06-15 | EVT-009-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-009-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-009-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-009-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-009-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-009-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-009-036-7 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-009-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-009-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-009-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-009-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-009-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-009-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-009-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-009-036-15 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-009-036-16 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-009-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-009-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-009-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-009-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-009-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-009-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-009-036-23 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-009-036-24 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-009-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-009-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-23 | EVT-009-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-28 | EVT-009-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-02 | EVT-009-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-07 | EVT-009-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-12 | EVT-009-036-31 | buyer | security review remains seller-owned"", ""2026-11-17 | EVT-009-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-22 | EVT-009-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-27 | EVT-009-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-04 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,"""2026-09-10"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/037_sbp-009-05_05_forecast_snapshots.eml b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/037_sbp-009-05_05_forecast_snapshots.eml
new file mode 100644
index 0000000000000000000000000000000000000000..9a7edc5ee8ce642bf8df58db7d722d2a676277ea
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/037_sbp-009-05_05_forecast_snapshots.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-05 / 05_forecast_snapshots
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB009000004",
+    "salesforce_opportunity_id": "006SB009000004",
+    "hubspot_company_id": "8000910004",
+    "hubspot_deal_id": "8000920004",
+    "gong_evidence_id": "GE-009-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1481923,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-06",
+    "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-009-05 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": [
+      "2026-06-16 | EVT-009-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-009-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-009-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-009-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-009-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-009-037-6 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-009-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-009-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-009-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-009-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-009-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-009-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-009-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-009-037-14 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-009-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-009-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-009-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-009-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-009-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-009-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-009-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-009-037-22 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-009-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-009-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-009-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-009-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-009-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-009-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-009-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-009-037-30 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-009-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-009-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-23 | EVT-009-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-28 | EVT-009-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920004",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-05 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": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/038_sbp-009-06_05_forecast_snapshots.xml b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/038_sbp-009-06_05_forecast_snapshots.xml
new file mode 100644
index 0000000000000000000000000000000000000000..fbdcb5329964ef7544870d5c5b9601f85ac51429
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/038_sbp-009-06_05_forecast_snapshots.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB009000005",
+  "salesforce_opportunity_id": "006SB009000005",
+  "hubspot_company_id": "8000910005",
+  "hubspot_deal_id": "8000920005",
+  "gong_evidence_id": "GE-009-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "05_forecast_snapshots",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 1619036,
+  "stage": "Prospecting",
+  "close_date": "2026-10-13",
+  "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-009-06 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": [
+    "2026-06-17 | EVT-009-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-009-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-009-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-009-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-009-038-5 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-009-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-009-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-009-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-009-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-009-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-009-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-009-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-009-038-13 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-009-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-009-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-009-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-009-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-009-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-009-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-009-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-009-038-21 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-009-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-009-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-009-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-009-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-009-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-25 | EVT-009-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-30 | EVT-009-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-04 | EVT-009-038-29 | buyer | security review remains seller-owned",
+    "2026-11-09 | EVT-009-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-14 | EVT-009-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-19 | EVT-009-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-24 | EVT-009-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-29 | EVT-009-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-009-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB009000005",
+  "authorized_field": "ForecastCategoryName",
+  "current_value": "Pipeline",
+  "required_value": "Commit",
+  "reason": "SBP-009-06 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": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/039_sbp-009-07_05_forecast_snapshots.html b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/039_sbp-009-07_05_forecast_snapshots.html
new file mode 100644
index 0000000000000000000000000000000000000000..cbf12f47923968b633c7d49cd7969b178e9b7044
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/039_sbp-009-07_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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&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;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 1756149,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-20&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-009-07 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;2026-06-18 | EVT-009-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-009-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-009-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-009-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-009-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-009-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-009-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-009-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-009-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-009-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-009-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-009-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-009-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-009-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-009-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-009-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-009-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-009-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-009-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-009-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-009-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-009-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-009-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-009-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-009-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-009-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-26 | EVT-009-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-31 | EVT-009-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-05 | EVT-009-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-10 | EVT-009-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-15 | EVT-009-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-20 | EVT-009-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-25 | EVT-009-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-30 | EVT-009-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8000920006&quot;,
+    &quot;authorized_field&quot;: &quot;forecast_status&quot;,
+    &quot;current_value&quot;: &quot;pipeline&quot;,
+    &quot;required_value&quot;: &quot;commit&quot;,
+    &quot;reason&quot;: &quot;SBP-009-07 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;2026-09-07&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/040_sbp-009-08_05_forecast_snapshots.md b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/040_sbp-009-08_05_forecast_snapshots.md
new file mode 100644
index 0000000000000000000000000000000000000000..82c4ee438ab180ef1e37f87158813f003f55fa7d
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/05_forecast_snapshots/040_sbp-009-08_05_forecast_snapshots.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB009000007",
+    "salesforce_opportunity_id": "006SB009000007",
+    "hubspot_company_id": "8000910007",
+    "hubspot_deal_id": "8000920007",
+    "gong_evidence_id": "GE-009-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "05_forecast_snapshots",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Harbor Labs",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1893262,
+    "stage": "Prospecting",
+    "close_date": "2026-10-27",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-08 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": [
+      "2026-06-19 | EVT-009-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-009-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-009-040-3 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-009-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-009-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-009-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-009-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-009-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-009-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-009-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-009-040-11 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-009-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-009-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-009-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-009-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-009-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-009-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-009-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-009-040-19 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-009-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-009-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-009-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-009-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-009-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-009-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-009-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-009-040-27 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-009-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-009-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-11 | EVT-009-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-16 | EVT-009-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-21 | EVT-009-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-26 | EVT-009-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-12-01 | EVT-009-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000007",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-08 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/07_stage_policy/050_sbp-009-02_07_stage_policy.txt b/task_files/sb100-009-quarry-enterprise-split/07_stage_policy/050_sbp-009-02_07_stage_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..60c68bbf6aed749898b098d2fca78cc73bbe2523
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/07_stage_policy/050_sbp-009-02_07_stage_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB009000001",
+    "salesforce_opportunity_id": "006SB009000001",
+    "hubspot_company_id": "8000910001",
+    "hubspot_deal_id": "8000920001",
+    "gong_evidence_id": "GE-009-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "07_stage_policy",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1070584,
+    "stage": "Prospecting",
+    "close_date": "2026-09-15",
+    "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-009-02 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": [
+      "2026-05-10 | EVT-009-050-1 | buyer | security review remains seller-owned",
+      "2026-05-15 | EVT-009-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-009-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-009-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-009-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-009-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-009-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-009-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-009-050-9 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-009-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-009-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-009-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-009-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-009-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-009-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-009-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-009-050-17 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-009-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-009-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-009-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-009-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-009-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-009-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-009-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-009-050-25 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-009-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-009-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-009-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-009-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-009-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-009-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-009-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-009-050-33 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-009-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-02 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": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/07_stage_policy/052_sbp-009-04_07_stage_policy.csv b/task_files/sb100-009-quarry-enterprise-split/07_stage_policy/052_sbp-009-04_07_stage_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..74540aeb291316c41e481093c0c1eb71447252d4
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/07_stage_policy/052_sbp-009-04_07_stage_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB009000003"""
+record_control,salesforce_opportunity_id,"""006SB009000003"""
+record_control,hubspot_company_id,"""8000910003"""
+record_control,hubspot_deal_id,"""8000920003"""
+record_control,gong_evidence_id,"""GE-009-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""07_stage_policy"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,1344810
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-09-29"""
+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-009-04 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,"[""2026-05-12 | EVT-009-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-17 | EVT-009-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-22 | EVT-009-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-27 | EVT-009-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-01 | EVT-009-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-06 | EVT-009-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-11 | EVT-009-052-7 | buyer | security review remains seller-owned"", ""2026-06-16 | EVT-009-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-21 | EVT-009-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-26 | EVT-009-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-01 | EVT-009-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-06 | EVT-009-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-11 | EVT-009-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-16 | EVT-009-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-21 | EVT-009-052-15 | buyer | security review remains seller-owned"", ""2026-07-26 | EVT-009-052-16 | seller | champion requested a revised mutual action plan"", ""2026-07-31 | EVT-009-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-05 | EVT-009-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-10 | EVT-009-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-15 | EVT-009-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-20 | EVT-009-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-25 | EVT-009-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-30 | EVT-009-052-23 | buyer | security review remains seller-owned"", ""2026-09-04 | EVT-009-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-09 | EVT-009-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-14 | EVT-009-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-19 | EVT-009-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-24 | EVT-009-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-29 | EVT-009-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-04 | EVT-009-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-09 | EVT-009-052-31 | buyer | security review remains seller-owned"", ""2026-10-14 | EVT-009-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-19 | EVT-009-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-24 | EVT-009-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-04 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,"""2026-09-10"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/065_sbp-009-01_09_finance_actuals.md b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/065_sbp-009-01_09_finance_actuals.md
new file mode 100644
index 0000000000000000000000000000000000000000..3f6e24d04c95317973b5df91642fe8b630382c02
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/065_sbp-009-01_09_finance_actuals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB009000000",
+    "salesforce_opportunity_id": "006SB009000000",
+    "hubspot_company_id": "8000910000",
+    "hubspot_deal_id": "8000920000",
+    "gong_evidence_id": "GE-009-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "09_finance_actuals",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Alder Platform",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 933471,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "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-009-01 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": [
+      "2026-05-25 | EVT-009-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-009-065-2 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-009-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-009-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-009-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-009-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-009-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-009-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-009-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-009-065-10 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-009-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-009-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-009-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-009-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-009-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-009-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-009-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-009-065-18 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-009-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-009-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-009-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-009-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-009-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-009-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-009-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-009-065-26 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-009-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-009-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-009-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-009-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-009-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-009-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-009-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-009-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-01 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": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/066_sbp-009-02_09_finance_actuals.txt b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/066_sbp-009-02_09_finance_actuals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..0b9d09eff09d191461ff8dc6b0f06c372e3f97c8
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/066_sbp-009-02_09_finance_actuals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB009000001",
+    "salesforce_opportunity_id": "006SB009000001",
+    "hubspot_company_id": "8000910001",
+    "hubspot_deal_id": "8000920001",
+    "gong_evidence_id": "GE-009-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "09_finance_actuals",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1070584,
+    "stage": "Prospecting",
+    "close_date": "2026-09-15",
+    "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-009-02 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": [
+      "2026-05-26 | EVT-009-066-1 | buyer | security review remains seller-owned",
+      "2026-05-31 | EVT-009-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-009-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-009-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-009-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-009-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-009-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-009-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-009-066-9 | buyer | security review remains seller-owned",
+      "2026-07-10 | EVT-009-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-009-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-009-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-009-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-009-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-009-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-009-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-009-066-17 | buyer | security review remains seller-owned",
+      "2026-08-19 | EVT-009-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-009-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-009-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-009-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-009-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-009-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-009-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-009-066-25 | buyer | security review remains seller-owned",
+      "2026-09-28 | EVT-009-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-009-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-009-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-009-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-009-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-009-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-009-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-009-066-33 | buyer | security review remains seller-owned",
+      "2026-11-07 | EVT-009-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-02 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": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/067_sbp-009-03_09_finance_actuals.json b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/067_sbp-009-03_09_finance_actuals.json
new file mode 100644
index 0000000000000000000000000000000000000000..32f2a924eb45264f0cda8ae4226aa114db2220e2
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/067_sbp-009-03_09_finance_actuals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1207697,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-09-22",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Group",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "006SB009000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-09",
+    "decision_code": "CHG-009-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-03 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": [
+      "2026-05-27 | EVT-009-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-009-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-009-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-009-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-009-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-009-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-009-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-009-067-8 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-009-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-009-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-009-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-009-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-009-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-009-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-009-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-009-067-16 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-009-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-009-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-009-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-009-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-009-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-009-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-009-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-009-067-24 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-009-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-009-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-009-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-009-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-009-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-009-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-009-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-009-067-32 | seller | security review remains seller-owned",
+      "2026-11-03 | EVT-009-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-08 | EVT-009-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-03 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 Group",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "09_finance_actuals",
+    "gong_evidence_id": "GE-009-03",
+    "hubspot_company_id": "8000910002",
+    "hubspot_deal_id": "8000920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-03",
+    "salesforce_account_id": "001SB009000002",
+    "salesforce_opportunity_id": "006SB009000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/068_sbp-009-04_09_finance_actuals.csv b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/068_sbp-009-04_09_finance_actuals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..05cddd0f4b1a13d00409f638fe2d75bbf4790c95
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/068_sbp-009-04_09_finance_actuals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB009000003"""
+record_control,salesforce_opportunity_id,"""006SB009000003"""
+record_control,hubspot_company_id,"""8000910003"""
+record_control,hubspot_deal_id,"""8000920003"""
+record_control,gong_evidence_id,"""GE-009-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""09_finance_actuals"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,1344810
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-09-29"""
+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-009-04 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,"[""2026-05-28 | EVT-009-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-02 | EVT-009-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-07 | EVT-009-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-12 | EVT-009-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-17 | EVT-009-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-22 | EVT-009-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-27 | EVT-009-068-7 | buyer | security review remains seller-owned"", ""2026-07-02 | EVT-009-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-07 | EVT-009-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-12 | EVT-009-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-17 | EVT-009-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-22 | EVT-009-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-27 | EVT-009-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-01 | EVT-009-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-06 | EVT-009-068-15 | buyer | security review remains seller-owned"", ""2026-08-11 | EVT-009-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-16 | EVT-009-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-21 | EVT-009-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-26 | EVT-009-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-31 | EVT-009-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-05 | EVT-009-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-10 | EVT-009-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-15 | EVT-009-068-23 | buyer | security review remains seller-owned"", ""2026-09-20 | EVT-009-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-25 | EVT-009-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-30 | EVT-009-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-05 | EVT-009-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-10 | EVT-009-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-15 | EVT-009-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-20 | EVT-009-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-25 | EVT-009-068-31 | buyer | security review remains seller-owned"", ""2026-10-30 | EVT-009-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-04 | EVT-009-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-09 | EVT-009-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-04 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,"""2026-09-10"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/069_sbp-009-05_09_finance_actuals.eml b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/069_sbp-009-05_09_finance_actuals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..1c416664afd1cc93efc2a67be2d4fa057941fc6b
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/069_sbp-009-05_09_finance_actuals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-05 / 09_finance_actuals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB009000004",
+    "salesforce_opportunity_id": "006SB009000004",
+    "hubspot_company_id": "8000910004",
+    "hubspot_deal_id": "8000920004",
+    "gong_evidence_id": "GE-009-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "09_finance_actuals",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1481923,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-06",
+    "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-009-05 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": [
+      "2026-05-29 | EVT-009-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-009-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-009-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-009-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-009-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-009-069-6 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-009-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-009-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-009-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-009-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-009-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-009-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-009-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-009-069-14 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-009-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-009-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-009-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-009-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-009-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-009-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-009-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-009-069-22 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-009-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-009-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-009-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-009-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-009-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-009-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-009-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-009-069-30 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-009-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-009-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-009-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-009-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920004",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-05 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": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/070_sbp-009-06_09_finance_actuals.xml b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/070_sbp-009-06_09_finance_actuals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0491d7afddfb1e0c22b72593df86c36236392410
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/070_sbp-009-06_09_finance_actuals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB009000005",
+  "salesforce_opportunity_id": "006SB009000005",
+  "hubspot_company_id": "8000910005",
+  "hubspot_deal_id": "8000920005",
+  "gong_evidence_id": "GE-009-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "09_finance_actuals",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 1619036,
+  "stage": "Prospecting",
+  "close_date": "2026-10-13",
+  "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-009-06 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": [
+    "2026-05-30 | EVT-009-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-04 | EVT-009-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-09 | EVT-009-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-14 | EVT-009-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-19 | EVT-009-070-5 | buyer | security review remains seller-owned",
+    "2026-06-24 | EVT-009-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-29 | EVT-009-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-04 | EVT-009-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-09 | EVT-009-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-14 | EVT-009-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-19 | EVT-009-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-24 | EVT-009-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-29 | EVT-009-070-13 | buyer | security review remains seller-owned",
+    "2026-08-03 | EVT-009-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-08 | EVT-009-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-13 | EVT-009-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-18 | EVT-009-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-23 | EVT-009-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-28 | EVT-009-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-02 | EVT-009-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-07 | EVT-009-070-21 | buyer | security review remains seller-owned",
+    "2026-09-12 | EVT-009-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-17 | EVT-009-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-22 | EVT-009-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-27 | EVT-009-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-02 | EVT-009-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-07 | EVT-009-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-12 | EVT-009-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-17 | EVT-009-070-29 | buyer | security review remains seller-owned",
+    "2026-10-22 | EVT-009-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-27 | EVT-009-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-01 | EVT-009-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-06 | EVT-009-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-11 | EVT-009-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-009-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB009000005",
+  "authorized_field": "ForecastCategoryName",
+  "current_value": "Pipeline",
+  "required_value": "Commit",
+  "reason": "SBP-009-06 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": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/071_sbp-009-07_09_finance_actuals.html b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/071_sbp-009-07_09_finance_actuals.html
new file mode 100644
index 0000000000000000000000000000000000000000..99700c9e021b4631bd3ad983a2157eac1e7e66eb
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/071_sbp-009-07_09_finance_actuals.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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&quot;,
+    &quot;folder&quot;: &quot;09_finance_actuals&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 1756149,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-20&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-009-07 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;2026-05-31 | EVT-009-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-05 | EVT-009-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-10 | EVT-009-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-15 | EVT-009-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-20 | EVT-009-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-25 | EVT-009-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-30 | EVT-009-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-05 | EVT-009-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-10 | EVT-009-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-15 | EVT-009-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-20 | EVT-009-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-25 | EVT-009-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-30 | EVT-009-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-04 | EVT-009-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-09 | EVT-009-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-14 | EVT-009-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-19 | EVT-009-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-24 | EVT-009-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-29 | EVT-009-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-03 | EVT-009-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-08 | EVT-009-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-13 | EVT-009-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-18 | EVT-009-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-23 | EVT-009-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-28 | EVT-009-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-03 | EVT-009-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-08 | EVT-009-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-13 | EVT-009-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-18 | EVT-009-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-23 | EVT-009-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-28 | EVT-009-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-02 | EVT-009-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-07 | EVT-009-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-12 | EVT-009-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8000920006&quot;,
+    &quot;authorized_field&quot;: &quot;forecast_status&quot;,
+    &quot;current_value&quot;: &quot;pipeline&quot;,
+    &quot;required_value&quot;: &quot;commit&quot;,
+    &quot;reason&quot;: &quot;SBP-009-07 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;2026-09-07&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/072_sbp-009-08_09_finance_actuals.md b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/072_sbp-009-08_09_finance_actuals.md
new file mode 100644
index 0000000000000000000000000000000000000000..b95798776cd52b03aa4d7467896b103043a15281
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/09_finance_actuals/072_sbp-009-08_09_finance_actuals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB009000007",
+    "salesforce_opportunity_id": "006SB009000007",
+    "hubspot_company_id": "8000910007",
+    "hubspot_deal_id": "8000920007",
+    "gong_evidence_id": "GE-009-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "09_finance_actuals",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Harbor Labs",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1893262,
+    "stage": "Prospecting",
+    "close_date": "2026-10-27",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-08 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": [
+      "2026-06-01 | EVT-009-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-009-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-009-072-3 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-009-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-009-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-009-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-009-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-009-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-009-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-009-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-009-072-11 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-009-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-009-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-009-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-009-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-009-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-009-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-009-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-009-072-19 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-009-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-009-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-009-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-009-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-009-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-009-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-009-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-009-072-27 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-009-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-009-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-009-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-009-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-009-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-009-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-009-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000007",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-08 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/081_sbp-009-01_11_exceptions.md b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/081_sbp-009-01_11_exceptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..0d4da1ef569914c2e0cb4e96987b78bf4c3eda87
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/081_sbp-009-01_11_exceptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB009000000",
+    "salesforce_opportunity_id": "006SB009000000",
+    "hubspot_company_id": "8000910000",
+    "hubspot_deal_id": "8000920000",
+    "gong_evidence_id": "GE-009-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "11_exceptions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Alder Platform",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 933471,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "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-009-01 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": [
+      "2026-06-10 | EVT-009-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-009-081-2 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-009-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-009-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-009-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-009-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-009-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-009-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-009-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-009-081-10 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-009-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-009-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-009-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-009-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-009-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-009-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-009-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-009-081-18 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-009-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-009-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-009-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-009-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-009-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-009-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-009-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-009-081-26 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-009-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-009-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-009-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-009-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-009-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-009-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-009-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-22 | EVT-009-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000000",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-01 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": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/082_sbp-009-02_11_exceptions.txt b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/082_sbp-009-02_11_exceptions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..2fc42aa3f51e1d6de998eb1c75e46067e21fea27
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/082_sbp-009-02_11_exceptions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB009000001",
+    "salesforce_opportunity_id": "006SB009000001",
+    "hubspot_company_id": "8000910001",
+    "hubspot_deal_id": "8000920001",
+    "gong_evidence_id": "GE-009-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "11_exceptions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1070584,
+    "stage": "Prospecting",
+    "close_date": "2026-09-15",
+    "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-009-02 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": [
+      "2026-06-11 | EVT-009-082-1 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-009-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-009-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-009-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-009-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-009-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-009-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-009-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-009-082-9 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-009-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-009-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-009-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-009-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-009-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-009-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-009-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-009-082-17 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-009-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-009-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-009-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-009-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-009-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-009-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-009-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-009-082-25 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-009-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-009-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-009-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-009-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-009-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-009-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-009-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-009-082-33 | buyer | security review remains seller-owned",
+      "2026-11-23 | EVT-009-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920001",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-02 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": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/083_sbp-009-03_11_exceptions.json b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/083_sbp-009-03_11_exceptions.json
new file mode 100644
index 0000000000000000000000000000000000000000..8f6ac66418bf290c299f63ebed54eae7ee63939e
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/083_sbp-009-03_11_exceptions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1207697,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-09-22",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Group",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "006SB009000002",
+    "authorized_system": "salesforce",
+    "current_value": "Pipeline",
+    "deadline": "2026-09-09",
+    "decision_code": "CHG-009-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-03 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": [
+      "2026-06-12 | EVT-009-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-009-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-009-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-009-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-009-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-009-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-009-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-009-083-8 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-009-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-009-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-009-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-009-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-009-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-009-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-009-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-009-083-16 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-009-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-009-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-009-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-009-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-009-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-009-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-009-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-009-083-24 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-009-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-009-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-009-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-009-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-009-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-009-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-009-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-009-083-32 | seller | security review remains seller-owned",
+      "2026-11-19 | EVT-009-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-24 | EVT-009-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-03 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 Group",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "11_exceptions",
+    "gong_evidence_id": "GE-009-03",
+    "hubspot_company_id": "8000910002",
+    "hubspot_deal_id": "8000920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-03",
+    "salesforce_account_id": "001SB009000002",
+    "salesforce_opportunity_id": "006SB009000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/084_sbp-009-04_11_exceptions.csv b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/084_sbp-009-04_11_exceptions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..6a6497b14ba63a7368afa11d7c27c0671937a0f1
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/084_sbp-009-04_11_exceptions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB009000003"""
+record_control,salesforce_opportunity_id,"""006SB009000003"""
+record_control,hubspot_company_id,"""8000910003"""
+record_control,hubspot_deal_id,"""8000920003"""
+record_control,gong_evidence_id,"""GE-009-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""11_exceptions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,1344810
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-09-29"""
+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-009-04 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,"[""2026-06-13 | EVT-009-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-009-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-009-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-009-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-009-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-009-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-009-084-7 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-009-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-009-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-009-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-009-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-009-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-009-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-009-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-009-084-15 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-009-084-16 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-009-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-009-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-009-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-009-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-009-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-009-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-009-084-23 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-009-084-24 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-009-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-009-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-21 | EVT-009-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-26 | EVT-009-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-31 | EVT-009-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-05 | EVT-009-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-10 | EVT-009-084-31 | buyer | security review remains seller-owned"", ""2026-11-15 | EVT-009-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-20 | EVT-009-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-25 | EVT-009-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-04 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,"""2026-09-10"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/085_sbp-009-05_11_exceptions.eml b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/085_sbp-009-05_11_exceptions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..7af9bafc2888995b0a89e0e87b3c68977417b764
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/085_sbp-009-05_11_exceptions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-05 / 11_exceptions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB009000004",
+    "salesforce_opportunity_id": "006SB009000004",
+    "hubspot_company_id": "8000910004",
+    "hubspot_deal_id": "8000920004",
+    "gong_evidence_id": "GE-009-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "11_exceptions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1481923,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-06",
+    "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-009-05 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": [
+      "2026-06-14 | EVT-009-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-009-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-009-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-009-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-009-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-009-085-6 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-009-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-009-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-009-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-009-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-009-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-009-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-009-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-009-085-14 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-009-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-009-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-009-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-009-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-009-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-009-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-009-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-009-085-22 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-009-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-009-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-009-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-009-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-009-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-009-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-009-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-009-085-30 | seller | security review remains seller-owned",
+      "2026-11-11 | EVT-009-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-16 | EVT-009-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-21 | EVT-009-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-26 | EVT-009-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920004",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-05 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": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/086_sbp-009-06_11_exceptions.xml b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/086_sbp-009-06_11_exceptions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..ad658df958e1b9fa28cf9d1057aa1dcda945b9bf
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/086_sbp-009-06_11_exceptions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB009000005",
+  "salesforce_opportunity_id": "006SB009000005",
+  "hubspot_company_id": "8000910005",
+  "hubspot_deal_id": "8000920005",
+  "gong_evidence_id": "GE-009-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "11_exceptions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 1619036,
+  "stage": "Prospecting",
+  "close_date": "2026-10-13",
+  "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-009-06 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": [
+    "2026-06-15 | EVT-009-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-009-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-009-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-009-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-009-086-5 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-009-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-009-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-009-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-009-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-009-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-009-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-009-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-009-086-13 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-009-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-009-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-009-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-009-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-009-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-009-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-009-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-009-086-21 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-009-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-009-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-009-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-009-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-009-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-23 | EVT-009-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-28 | EVT-009-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-02 | EVT-009-086-29 | buyer | security review remains seller-owned",
+    "2026-11-07 | EVT-009-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-12 | EVT-009-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-17 | EVT-009-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-22 | EVT-009-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-27 | EVT-009-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-009-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB009000005",
+  "authorized_field": "ForecastCategoryName",
+  "current_value": "Pipeline",
+  "required_value": "Commit",
+  "reason": "SBP-009-06 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": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/087_sbp-009-07_11_exceptions.html b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/087_sbp-009-07_11_exceptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..457eeeb11d0b47f72b4ab60493efb0d1de184ffa
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/087_sbp-009-07_11_exceptions.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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&quot;,
+    &quot;folder&quot;: &quot;11_exceptions&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;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 1756149,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-20&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-009-07 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;2026-06-16 | EVT-009-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-009-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-009-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-009-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-009-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-009-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-009-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-009-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-009-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-009-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-009-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-009-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-009-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-009-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-009-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-009-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-009-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-009-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-009-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-009-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-009-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-009-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-009-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-009-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-009-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-009-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-24 | EVT-009-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-29 | EVT-009-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-03 | EVT-009-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-08 | EVT-009-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-13 | EVT-009-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-18 | EVT-009-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-23 | EVT-009-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-28 | EVT-009-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8000920006&quot;,
+    &quot;authorized_field&quot;: &quot;forecast_status&quot;,
+    &quot;current_value&quot;: &quot;pipeline&quot;,
+    &quot;required_value&quot;: &quot;commit&quot;,
+    &quot;reason&quot;: &quot;SBP-009-07 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;2026-09-07&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/11_exceptions/088_sbp-009-08_11_exceptions.md b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/088_sbp-009-08_11_exceptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..a24cf701f4522e6373cf4133fe797f4284bee0f4
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/11_exceptions/088_sbp-009-08_11_exceptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB009000007",
+    "salesforce_opportunity_id": "006SB009000007",
+    "hubspot_company_id": "8000910007",
+    "hubspot_deal_id": "8000920007",
+    "gong_evidence_id": "GE-009-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "11_exceptions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Harbor Labs",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 1893262,
+    "stage": "Prospecting",
+    "close_date": "2026-10-27",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-08 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": [
+      "2026-06-17 | EVT-009-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-009-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-009-088-3 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-009-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-009-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-009-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-009-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-009-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-009-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-009-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-009-088-11 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-009-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-009-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-009-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-009-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-009-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-009-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-009-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-009-088-19 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-009-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-009-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-009-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-009-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-009-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-009-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-009-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-009-088-27 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-009-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-009-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-009-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-009-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-19 | EVT-009-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-24 | EVT-009-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-29 | EVT-009-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000007",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-08 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/089_sbp-009-09_12_deliverables.md b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/089_sbp-009-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..c8221edd6ffd19da6e91934332573e416287ceb0
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/089_sbp-009-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB009000008",
+    "salesforce_opportunity_id": "006SB009000008",
+    "hubspot_company_id": "8000910008",
+    "hubspot_deal_id": "8000920008",
+    "gong_evidence_id": "GE-009-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Indigo Industries",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2030375,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-03",
+    "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-009-09 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": [
+      "2026-06-18 | EVT-009-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-009-089-2 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-009-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-009-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-009-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-009-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-009-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-009-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-009-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-009-089-10 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-009-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-009-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-009-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-009-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-009-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-009-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-009-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-009-089-18 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-009-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-009-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-009-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-009-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-009-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-009-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-009-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-009-089-26 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-009-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-009-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-009-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-009-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-15 | EVT-009-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-20 | EVT-009-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-25 | EVT-009-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-30 | EVT-009-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920008",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-09 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": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/090_sbp-009-10_12_deliverables.txt b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/090_sbp-009-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f56841402913869027848391891259e592255caa
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/090_sbp-009-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB009000009",
+    "salesforce_opportunity_id": "006SB009000009",
+    "hubspot_company_id": "8000910009",
+    "hubspot_deal_id": "8000920009",
+    "gong_evidence_id": "GE-009-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Juniper Collective",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2167488,
+    "stage": "Prospecting",
+    "close_date": "2026-11-10",
+    "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-009-10 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": [
+      "2026-06-19 | EVT-009-090-1 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-009-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-009-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-009-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-009-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-009-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-009-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-009-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-009-090-9 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-009-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-009-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-009-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-009-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-009-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-009-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-009-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-009-090-17 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-009-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-009-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-009-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-009-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-009-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-009-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-009-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-009-090-25 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-009-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-009-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-009-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-009-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-009-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-009-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-009-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-26 | EVT-009-090-33 | buyer | security review remains seller-owned",
+      "2026-12-01 | EVT-009-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB009000009",
+    "authorized_field": "ForecastCategoryName",
+    "current_value": "Pipeline",
+    "required_value": "Commit",
+    "reason": "SBP-009-10 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": "2026-09-10"
+  },
+  "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.
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/091_sbp-009-11_12_deliverables.json b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/091_sbp-009-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..7259e891dd5487845d684c8acffb8fbf7654d6f8
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/091_sbp-009-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2304601,
+    "benchmark_company": "Quarry Compute",
+    "close_date": "2026-11-17",
+    "industry": "cloud infrastructure",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Works",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "stage": "Technical Validation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-11",
+    "decision_code": "HOLD-009-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Luis Ortega",
+    "reason": "SBP-009-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-01 | EVT-009-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-06 | EVT-009-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-11 | EVT-009-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-16 | EVT-009-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-21 | EVT-009-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-26 | EVT-009-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-009-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-009-091-8 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-009-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-009-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-009-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-009-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-009-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-009-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-009-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-009-091-16 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-009-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-009-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-009-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-009-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-009-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-009-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-009-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-009-091-24 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-009-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-009-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-009-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-009-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-009-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-009-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-009-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-009-091-32 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-009-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-009-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-009-11 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 Works",
+    "as_of": "2026-09-04",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-009-11",
+    "hubspot_company_id": "8000910010",
+    "hubspot_deal_id": "8000920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-009-11",
+    "salesforce_account_id": "001SB009000010",
+    "salesforce_opportunity_id": "006SB009000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-009-quarry-enterprise-split"
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/092_sbp-009-12_12_deliverables.csv b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/092_sbp-009-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..58f296be266ab8e62d1c62248e110b37ea54c4cc
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/092_sbp-009-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-009-quarry-enterprise-split"""
+record_control,portfolio_key,"""SBP-009-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB009000011"""
+record_control,salesforce_opportunity_id,"""006SB009000011"""
+record_control,hubspot_company_id,"""8000910011"""
+record_control,hubspot_deal_id,"""8000920011"""
+record_control,gong_evidence_id,"""GE-009-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-04"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Quarry Compute"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""cloud infrastructure"""
+business_context,region,"""North America"""
+business_context,requester,"""Sales Compensation Director"""
+business_context,amount_usd,2441714
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-11-24"""
+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-009-12 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,"[""2026-05-02 | EVT-009-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-07 | EVT-009-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-12 | EVT-009-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-17 | EVT-009-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-22 | EVT-009-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-27 | EVT-009-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-01 | EVT-009-092-7 | buyer | security review remains seller-owned"", ""2026-06-06 | EVT-009-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-11 | EVT-009-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-16 | EVT-009-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-21 | EVT-009-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-26 | EVT-009-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-01 | EVT-009-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-06 | EVT-009-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-11 | EVT-009-092-15 | buyer | security review remains seller-owned"", ""2026-07-16 | EVT-009-092-16 | seller | champion requested a revised mutual action plan"", ""2026-07-21 | EVT-009-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-26 | EVT-009-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-31 | EVT-009-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-05 | EVT-009-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-10 | EVT-009-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-15 | EVT-009-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-20 | EVT-009-092-23 | buyer | security review remains seller-owned"", ""2026-08-25 | EVT-009-092-24 | seller | champion requested a revised mutual action plan"", ""2026-08-30 | EVT-009-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-04 | EVT-009-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-09 | EVT-009-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-14 | EVT-009-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-19 | EVT-009-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-24 | EVT-009-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-29 | EVT-009-092-31 | buyer | security review remains seller-owned"", ""2026-10-04 | EVT-009-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-09 | EVT-009-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-14 | EVT-009-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-009-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-009-12 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,"""2026-09-12"""
+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
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/093_sbp-009-13_12_deliverables.eml b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/093_sbp-009-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..7a16e8a13bad398824c509bb0f09e0d9b55dc376
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/093_sbp-009-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-009-quarry-enterprise-split.example
+To: portfolio-review@sb100-009-quarry-enterprise-split.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-009-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB009000012",
+    "salesforce_opportunity_id": "006SB009000012",
+    "hubspot_company_id": "8000910012",
+    "hubspot_deal_id": "8000920012",
+    "gong_evidence_id": "GE-009-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Meridian Services",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2578827,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-01",
+    "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-009-13 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": [
+      "2026-05-03 | EVT-009-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-08 | EVT-009-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-13 | EVT-009-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-18 | EVT-009-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-009-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-009-093-6 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-009-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-009-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-009-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-009-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-009-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-009-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-009-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-009-093-14 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-009-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-009-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-009-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-009-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-009-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-009-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-009-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-009-093-22 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-009-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-009-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-009-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-009-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-009-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-009-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-009-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-009-093-30 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-009-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-009-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-009-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-009-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920012",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-13 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": "2026-09-07"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/094_sbp-009-14_12_deliverables.xml b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/094_sbp-009-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..097e4340c1e1311c68a9171c95eabdf6a932d272
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/094_sbp-009-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-009-quarry-enterprise-split",
+  "portfolio_key": "SBP-009-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB009000013",
+  "salesforce_opportunity_id": "006SB009000013",
+  "hubspot_company_id": "8000910013",
+  "hubspot_deal_id": "8000920013",
+  "gong_evidence_id": "GE-009-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-04",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Quarry Compute",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "cloud infrastructure",
+  "region": "North America",
+  "requester": "Sales Compensation Director",
+  "amount_usd": 2715940,
+  "stage": "Prospecting",
+  "close_date": "2026-12-08",
+  "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-009-14 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": [
+    "2026-05-04 | EVT-009-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-09 | EVT-009-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-14 | EVT-009-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-19 | EVT-009-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-24 | EVT-009-094-5 | buyer | security review remains seller-owned",
+    "2026-05-29 | EVT-009-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-03 | EVT-009-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-08 | EVT-009-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-13 | EVT-009-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-18 | EVT-009-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-23 | EVT-009-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-28 | EVT-009-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-03 | EVT-009-094-13 | buyer | security review remains seller-owned",
+    "2026-07-08 | EVT-009-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-13 | EVT-009-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-18 | EVT-009-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-23 | EVT-009-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-28 | EVT-009-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-02 | EVT-009-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-07 | EVT-009-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-12 | EVT-009-094-21 | buyer | security review remains seller-owned",
+    "2026-08-17 | EVT-009-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-22 | EVT-009-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-27 | EVT-009-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-01 | EVT-009-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-06 | EVT-009-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-11 | EVT-009-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-16 | EVT-009-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-21 | EVT-009-094-29 | buyer | security review remains seller-owned",
+    "2026-09-26 | EVT-009-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-01 | EVT-009-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-06 | EVT-009-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-11 | EVT-009-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-16 | EVT-009-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-009-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-009-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-08"
+}]]></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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/095_sbp-009-15_12_deliverables.html b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/095_sbp-009-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..0f4af59c70443d65f8df00e424774633acc28dcc
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/095_sbp-009-15_12_deliverables.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;sb100-009-quarry-enterprise-split&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-009-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB009000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB009000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8000910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8000920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-009-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-04&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Quarry Compute&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;cloud infrastructure&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Sales Compensation Director&quot;,
+    &quot;amount_usd&quot;: 2853053,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-12-15&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-009-15 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;2026-05-05 | EVT-009-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-10 | EVT-009-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-15 | EVT-009-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-20 | EVT-009-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-25 | EVT-009-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-30 | EVT-009-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-04 | EVT-009-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-09 | EVT-009-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-14 | EVT-009-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-19 | EVT-009-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-24 | EVT-009-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-29 | EVT-009-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-04 | EVT-009-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-09 | EVT-009-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-14 | EVT-009-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-19 | EVT-009-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-24 | EVT-009-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-29 | EVT-009-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-03 | EVT-009-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-08 | EVT-009-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-13 | EVT-009-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-18 | EVT-009-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-23 | EVT-009-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-28 | EVT-009-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-02 | EVT-009-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-07 | EVT-009-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-12 | EVT-009-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-17 | EVT-009-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-22 | EVT-009-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-27 | EVT-009-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-02 | EVT-009-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-07 | EVT-009-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-12 | EVT-009-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-17 | EVT-009-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-009-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB009000014&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-009-15 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;2026-09-09&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>
diff --git a/task_files/sb100-009-quarry-enterprise-split/12_deliverables/096_sbp-009-16_12_deliverables.md b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/096_sbp-009-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..18c96c739b32cda2a023710d22c0992767378fdd
--- /dev/null
+++ b/task_files/sb100-009-quarry-enterprise-split/12_deliverables/096_sbp-009-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-009-quarry-enterprise-split",
+    "portfolio_key": "SBP-009-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB009000015",
+    "salesforce_opportunity_id": "006SB009000015",
+    "hubspot_company_id": "8000910015",
+    "hubspot_deal_id": "8000920015",
+    "gong_evidence_id": "GE-009-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-04",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Quarry Compute",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "cloud infrastructure",
+    "region": "North America",
+    "requester": "Sales Compensation Director",
+    "amount_usd": 2990166,
+    "stage": "Prospecting",
+    "close_date": "2026-09-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-009-16 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": [
+      "2026-05-06 | EVT-009-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-11 | EVT-009-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-16 | EVT-009-096-3 | buyer | security review remains seller-owned",
+      "2026-05-21 | EVT-009-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-009-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-009-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-009-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-009-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-009-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-009-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-009-096-11 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-009-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-009-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-009-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-009-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-009-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-009-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-009-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-009-096-19 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-009-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-009-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-009-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-009-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-009-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-009-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-009-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-009-096-27 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-009-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-009-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-009-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-009-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-009-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-009-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-009-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-009-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8000920015",
+    "authorized_field": "forecast_status",
+    "current_value": "pipeline",
+    "required_value": "commit",
+    "reason": "SBP-009-16 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-10"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/001_sbp-013-01_01_open_opportunities.md b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/001_sbp-013-01_01_open_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..4766b8004a1e41b7d5b857a6e90eab36012bef16
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/001_sbp-013-01_01_open_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB013000000",
+    "salesforce_opportunity_id": "006SB013000000",
+    "hubspot_company_id": "8001310000",
+    "hubspot_deal_id": "8001320000",
+    "gong_evidence_id": "GE-013-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "01_open_opportunities",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Alder Platform",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1268347,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-013-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-20 | EVT-013-001-2 | seller | security review remains seller-owned",
+      "2026-05-25 | EVT-013-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-013-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-013-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-013-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-013-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-013-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-013-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-013-001-10 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-013-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-013-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-013-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-013-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-013-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-013-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-013-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-013-001-18 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-013-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-013-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-013-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-013-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-013-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-013-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-013-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-013-001-26 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-013-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-013-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-013-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-013-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-013-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-013-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-013-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-013-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/002_sbp-013-02_01_open_opportunities.txt b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/002_sbp-013-02_01_open_opportunities.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f1322425355ced1e42cfe4e2770ea2a935fb7db4
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/002_sbp-013-02_01_open_opportunities.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB013000001",
+    "salesforce_opportunity_id": "006SB013000001",
+    "hubspot_company_id": "8001310001",
+    "hubspot_deal_id": "8001320001",
+    "gong_evidence_id": "GE-013-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "01_open_opportunities",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1405460,
+    "stage": "Proposal",
+    "close_date": "2026-09-19",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-013-002-1 | buyer | security review remains seller-owned",
+      "2026-05-21 | EVT-013-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-013-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-013-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-013-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-013-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-013-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-013-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-013-002-9 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-013-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-013-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-013-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-013-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-013-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-013-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-013-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-013-002-17 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-013-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-013-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-013-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-013-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-013-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-013-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-013-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-013-002-25 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-013-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-013-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-013-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-013-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-013-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-013-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-013-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-013-002-33 | buyer | security review remains seller-owned",
+      "2026-10-28 | EVT-013-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/003_sbp-013-03_01_open_opportunities.json b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/003_sbp-013-03_01_open_opportunities.json
new file mode 100644
index 0000000000000000000000000000000000000000..1af1f8afce482e6cbe9bcf639194c889befae749
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/003_sbp-013-03_01_open_opportunities.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1542573,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-09-26",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Group",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "Status",
+    "authorized_record_id": "00TSB013000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-013-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-17 | EVT-013-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-013-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-013-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-013-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-013-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-013-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-013-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-013-003-8 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-013-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-013-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-013-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-013-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-013-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-013-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-013-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-013-003-16 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-013-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-013-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-013-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-013-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-013-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-013-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-013-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-013-003-24 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-013-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-013-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-013-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-013-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-013-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-013-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-013-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-013-003-32 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-013-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-013-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Group",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "01_open_opportunities",
+    "gong_evidence_id": "GE-013-03",
+    "hubspot_company_id": "8001310002",
+    "hubspot_deal_id": "8001320002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-03",
+    "salesforce_account_id": "001SB013000002",
+    "salesforce_opportunity_id": "006SB013000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/004_sbp-013-04_01_open_opportunities.csv b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/004_sbp-013-04_01_open_opportunities.csv
new file mode 100644
index 0000000000000000000000000000000000000000..2c696b49fa956056f61ea6e5c189027a4e2128c2
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/004_sbp-013-04_01_open_opportunities.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB013000003"""
+record_control,salesforce_opportunity_id,"""006SB013000003"""
+record_control,hubspot_company_id,"""8001310003"""
+record_control,hubspot_deal_id,"""8001320003"""
+record_control,gong_evidence_id,"""GE-013-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""01_open_opportunities"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,1679686
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-10-03"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-18 | EVT-013-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-23 | EVT-013-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-28 | EVT-013-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-02 | EVT-013-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-07 | EVT-013-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-12 | EVT-013-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-17 | EVT-013-004-7 | buyer | security review remains seller-owned"", ""2026-06-22 | EVT-013-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-27 | EVT-013-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-02 | EVT-013-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-07 | EVT-013-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-12 | EVT-013-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-17 | EVT-013-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-22 | EVT-013-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-27 | EVT-013-004-15 | buyer | security review remains seller-owned"", ""2026-08-01 | EVT-013-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-06 | EVT-013-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-11 | EVT-013-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-16 | EVT-013-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-21 | EVT-013-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-26 | EVT-013-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-31 | EVT-013-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-05 | EVT-013-004-23 | buyer | security review remains seller-owned"", ""2026-09-10 | EVT-013-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-15 | EVT-013-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-20 | EVT-013-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-25 | EVT-013-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-30 | EVT-013-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-05 | EVT-013-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-10 | EVT-013-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-15 | EVT-013-004-31 | buyer | security review remains seller-owned"", ""2026-10-20 | EVT-013-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-25 | EVT-013-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-30 | EVT-013-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001340003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-14"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/005_sbp-013-05_01_open_opportunities.eml b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/005_sbp-013-05_01_open_opportunities.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c73f4aaa484f34a6804e80660e3e7b58b5188fa9
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/005_sbp-013-05_01_open_opportunities.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-05 / 01_open_opportunities
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB013000004",
+    "salesforce_opportunity_id": "006SB013000004",
+    "hubspot_company_id": "8001310004",
+    "hubspot_deal_id": "8001320004",
+    "gong_evidence_id": "GE-013-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "01_open_opportunities",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1816799,
+    "stage": "Qualification",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-013-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-013-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-013-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-013-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-013-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-013-005-6 | seller | security review remains seller-owned",
+      "2026-06-18 | EVT-013-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-013-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-013-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-013-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-013-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-013-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-013-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-013-005-14 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-013-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-013-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-013-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-013-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-013-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-013-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-013-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-013-005-22 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-013-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-013-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-013-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-013-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-013-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-013-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-013-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-013-005-30 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-013-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-013-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-013-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-013-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/006_sbp-013-06_01_open_opportunities.xml b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/006_sbp-013-06_01_open_opportunities.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0d69baa9c06234e5fbfca8758f886464db449431
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/006_sbp-013-06_01_open_opportunities.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB013000005",
+  "salesforce_opportunity_id": "006SB013000005",
+  "hubspot_company_id": "8001310005",
+  "hubspot_deal_id": "8001320005",
+  "gong_evidence_id": "GE-013-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "01_open_opportunities",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 1953912,
+  "stage": "Proposal",
+  "close_date": "2026-10-17",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-20 | EVT-013-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-25 | EVT-013-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-30 | EVT-013-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-04 | EVT-013-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-09 | EVT-013-006-5 | buyer | security review remains seller-owned",
+    "2026-06-14 | EVT-013-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-19 | EVT-013-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-24 | EVT-013-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-29 | EVT-013-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-04 | EVT-013-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-09 | EVT-013-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-14 | EVT-013-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-19 | EVT-013-006-13 | buyer | security review remains seller-owned",
+    "2026-07-24 | EVT-013-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-29 | EVT-013-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-03 | EVT-013-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-08 | EVT-013-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-13 | EVT-013-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-18 | EVT-013-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-23 | EVT-013-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-28 | EVT-013-006-21 | buyer | security review remains seller-owned",
+    "2026-09-02 | EVT-013-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-07 | EVT-013-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-12 | EVT-013-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-17 | EVT-013-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-22 | EVT-013-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-27 | EVT-013-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-02 | EVT-013-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-07 | EVT-013-006-29 | buyer | security review remains seller-owned",
+    "2026-10-12 | EVT-013-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-17 | EVT-013-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-22 | EVT-013-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-27 | EVT-013-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-01 | EVT-013-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-013-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-013-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/007_sbp-013-07_01_open_opportunities.html b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/007_sbp-013-07_01_open_opportunities.html
new file mode 100644
index 0000000000000000000000000000000000000000..89357e9d93879a519796483ec6aef398f32948d9
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/007_sbp-013-07_01_open_opportunities.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;01_open_opportunities&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 2091025,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-24&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-21 | EVT-013-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-26 | EVT-013-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-31 | EVT-013-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-05 | EVT-013-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-10 | EVT-013-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-15 | EVT-013-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-20 | EVT-013-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-25 | EVT-013-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-30 | EVT-013-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-05 | EVT-013-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-10 | EVT-013-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-15 | EVT-013-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-20 | EVT-013-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-25 | EVT-013-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-30 | EVT-013-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-04 | EVT-013-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-09 | EVT-013-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-14 | EVT-013-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-19 | EVT-013-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-24 | EVT-013-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-29 | EVT-013-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-03 | EVT-013-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-08 | EVT-013-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-13 | EVT-013-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-18 | EVT-013-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-23 | EVT-013-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-28 | EVT-013-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-03 | EVT-013-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-08 | EVT-013-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-13 | EVT-013-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-18 | EVT-013-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-23 | EVT-013-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-28 | EVT-013-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-02 | EVT-013-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-11&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/008_sbp-013-08_01_open_opportunities.md b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/008_sbp-013-08_01_open_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..87a91a76be8aecca782fd3aeb6a4febad69fd0b2
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/01_open_opportunities/008_sbp-013-08_01_open_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB013000007",
+    "salesforce_opportunity_id": "006SB013000007",
+    "hubspot_company_id": "8001310007",
+    "hubspot_deal_id": "8001320007",
+    "gong_evidence_id": "GE-013-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "01_open_opportunities",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Harbor Labs",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2228138,
+    "stage": "Proposal",
+    "close_date": "2026-10-31",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-013-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-27 | EVT-013-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-013-008-3 | buyer | security review remains seller-owned",
+      "2026-06-06 | EVT-013-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-013-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-013-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-013-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-013-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-013-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-013-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-013-008-11 | buyer | security review remains seller-owned",
+      "2026-07-16 | EVT-013-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-013-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-013-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-013-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-013-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-013-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-013-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-013-008-19 | buyer | security review remains seller-owned",
+      "2026-08-25 | EVT-013-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-013-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-013-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-013-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-013-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-013-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-013-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-013-008-27 | buyer | security review remains seller-owned",
+      "2026-10-04 | EVT-013-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-013-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-013-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-013-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-013-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-013-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-013-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/009_sbp-013-09_02_stage_history.md b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/009_sbp-013-09_02_stage_history.md
new file mode 100644
index 0000000000000000000000000000000000000000..11e1fd0e8cc7ba555b85f2269944759cce87fed9
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/009_sbp-013-09_02_stage_history.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB013000008",
+    "salesforce_opportunity_id": "006SB013000008",
+    "hubspot_company_id": "8001310008",
+    "hubspot_deal_id": "8001320008",
+    "gong_evidence_id": "GE-013-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "02_stage_history",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Indigo Industries",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2365251,
+    "stage": "Qualification",
+    "close_date": "2026-11-07",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-013-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-013-009-2 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-013-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-013-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-013-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-013-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-013-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-013-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-013-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-013-009-10 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-013-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-013-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-013-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-013-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-013-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-013-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-013-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-013-009-18 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-013-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-013-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-013-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-013-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-013-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-013-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-013-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-013-009-26 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-013-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-013-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-013-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-013-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-013-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-013-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-013-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-013-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/010_sbp-013-10_02_stage_history.txt b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/010_sbp-013-10_02_stage_history.txt
new file mode 100644
index 0000000000000000000000000000000000000000..659babf1e028ee1e0b1ee9c571a3b1df607484d0
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/010_sbp-013-10_02_stage_history.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB013000009",
+    "salesforce_opportunity_id": "006SB013000009",
+    "hubspot_company_id": "8001310009",
+    "hubspot_deal_id": "8001320009",
+    "gong_evidence_id": "GE-013-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "02_stage_history",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Juniper Collective",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2502364,
+    "stage": "Proposal",
+    "close_date": "2026-11-14",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-013-010-1 | buyer | security review remains seller-owned",
+      "2026-05-29 | EVT-013-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-013-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-013-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-013-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-013-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-013-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-013-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-013-010-9 | buyer | security review remains seller-owned",
+      "2026-07-08 | EVT-013-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-013-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-013-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-013-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-013-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-013-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-013-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-013-010-17 | buyer | security review remains seller-owned",
+      "2026-08-17 | EVT-013-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-013-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-013-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-013-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-013-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-013-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-013-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-013-010-25 | buyer | security review remains seller-owned",
+      "2026-09-26 | EVT-013-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-013-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-013-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-013-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-013-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-013-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-013-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-013-010-33 | buyer | security review remains seller-owned",
+      "2026-11-05 | EVT-013-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/011_sbp-013-11_02_stage_history.json b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/011_sbp-013-11_02_stage_history.json
new file mode 100644
index 0000000000000000000000000000000000000000..3f1147df2fd8dd83e9684f632ba1069a322ec19e
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/011_sbp-013-11_02_stage_history.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2639477,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-11-21",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Works",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-15",
+    "decision_code": "HOLD-013-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-25 | EVT-013-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-013-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-013-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-013-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-013-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-013-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-013-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-013-011-8 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-013-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-013-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-013-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-013-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-013-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-013-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-013-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-013-011-16 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-013-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-013-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-013-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-013-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-013-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-013-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-013-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-013-011-24 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-013-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-013-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-013-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-013-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-013-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-013-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-013-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-013-011-32 | seller | security review remains seller-owned",
+      "2026-11-01 | EVT-013-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-013-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Works",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "02_stage_history",
+    "gong_evidence_id": "GE-013-11",
+    "hubspot_company_id": "8001310010",
+    "hubspot_deal_id": "8001320010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-11",
+    "salesforce_account_id": "001SB013000010",
+    "salesforce_opportunity_id": "006SB013000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/012_sbp-013-12_02_stage_history.csv b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/012_sbp-013-12_02_stage_history.csv
new file mode 100644
index 0000000000000000000000000000000000000000..99e04c253ec53e4c9d099ed97fd2438410cef2d1
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/012_sbp-013-12_02_stage_history.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB013000011"""
+record_control,salesforce_opportunity_id,"""006SB013000011"""
+record_control,hubspot_company_id,"""8001310011"""
+record_control,hubspot_deal_id,"""8001320011"""
+record_control,gong_evidence_id,"""GE-013-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""02_stage_history"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,2776590
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-28"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-26 | EVT-013-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-31 | EVT-013-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-05 | EVT-013-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-10 | EVT-013-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-15 | EVT-013-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-20 | EVT-013-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-25 | EVT-013-012-7 | buyer | security review remains seller-owned"", ""2026-06-30 | EVT-013-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-05 | EVT-013-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-10 | EVT-013-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-15 | EVT-013-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-20 | EVT-013-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-25 | EVT-013-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-30 | EVT-013-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-04 | EVT-013-012-15 | buyer | security review remains seller-owned"", ""2026-08-09 | EVT-013-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-14 | EVT-013-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-19 | EVT-013-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-24 | EVT-013-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-29 | EVT-013-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-03 | EVT-013-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-08 | EVT-013-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-13 | EVT-013-012-23 | buyer | security review remains seller-owned"", ""2026-09-18 | EVT-013-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-23 | EVT-013-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-28 | EVT-013-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-03 | EVT-013-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-08 | EVT-013-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-13 | EVT-013-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-18 | EVT-013-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-23 | EVT-013-012-31 | buyer | security review remains seller-owned"", ""2026-10-28 | EVT-013-012-32 | seller | champion requested a revised mutual action plan"", ""2026-11-02 | EVT-013-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-07 | EVT-013-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00TSB013000011"""
+decision,authorized_field,"""Status"""
+decision,current_value,"""Deferred"""
+decision,required_value,"""Not Started"""
+decision,reason,"""SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-16"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/013_sbp-013-13_02_stage_history.eml b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/013_sbp-013-13_02_stage_history.eml
new file mode 100644
index 0000000000000000000000000000000000000000..940064b2cc9dd7d88d86018cea1e469096ef4042
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/013_sbp-013-13_02_stage_history.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-13 / 02_stage_history
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB013000012",
+    "salesforce_opportunity_id": "006SB013000012",
+    "hubspot_company_id": "8001310012",
+    "hubspot_deal_id": "8001320012",
+    "gong_evidence_id": "GE-013-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "02_stage_history",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Meridian Services",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2913703,
+    "stage": "Qualification",
+    "close_date": "2026-12-05",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-013-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-013-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-013-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-013-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-013-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-013-013-6 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-013-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-013-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-013-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-013-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-013-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-013-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-013-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-013-013-14 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-013-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-013-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-013-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-013-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-013-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-013-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-013-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-013-013-22 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-013-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-013-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-013-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-013-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-013-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-013-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-013-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-013-013-30 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-013-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-013-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-013-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-013-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340012",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/014_sbp-013-14_02_stage_history.xml b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/014_sbp-013-14_02_stage_history.xml
new file mode 100644
index 0000000000000000000000000000000000000000..825b54a6b0814a4747daea287a427db8cd4a43e1
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/014_sbp-013-14_02_stage_history.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB013000013",
+  "salesforce_opportunity_id": "006SB013000013",
+  "hubspot_company_id": "8001310013",
+  "hubspot_deal_id": "8001320013",
+  "gong_evidence_id": "GE-013-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "02_stage_history",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 3050816,
+  "stage": "Proposal",
+  "close_date": "2026-12-12",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-28 | EVT-013-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-02 | EVT-013-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-07 | EVT-013-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-12 | EVT-013-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-17 | EVT-013-014-5 | buyer | security review remains seller-owned",
+    "2026-06-22 | EVT-013-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-27 | EVT-013-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-02 | EVT-013-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-07 | EVT-013-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-12 | EVT-013-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-17 | EVT-013-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-22 | EVT-013-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-27 | EVT-013-014-13 | buyer | security review remains seller-owned",
+    "2026-08-01 | EVT-013-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-06 | EVT-013-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-11 | EVT-013-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-16 | EVT-013-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-21 | EVT-013-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-26 | EVT-013-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-31 | EVT-013-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-05 | EVT-013-014-21 | buyer | security review remains seller-owned",
+    "2026-09-10 | EVT-013-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-15 | EVT-013-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-20 | EVT-013-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-25 | EVT-013-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-30 | EVT-013-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-05 | EVT-013-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-10 | EVT-013-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-15 | EVT-013-014-29 | buyer | security review remains seller-owned",
+    "2026-10-20 | EVT-013-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-25 | EVT-013-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-30 | EVT-013-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-04 | EVT-013-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-09 | EVT-013-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-013-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB013000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/015_sbp-013-15_02_stage_history.html b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/015_sbp-013-15_02_stage_history.html
new file mode 100644
index 0000000000000000000000000000000000000000..24092a73f15f8c71424c90f236b38b06100c09a1
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/015_sbp-013-15_02_stage_history.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;02_stage_history&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 3187929,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-09-02&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-29 | EVT-013-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-03 | EVT-013-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-08 | EVT-013-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-13 | EVT-013-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-18 | EVT-013-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-23 | EVT-013-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-28 | EVT-013-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-03 | EVT-013-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-08 | EVT-013-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-13 | EVT-013-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-18 | EVT-013-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-23 | EVT-013-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-28 | EVT-013-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-02 | EVT-013-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-07 | EVT-013-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-12 | EVT-013-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-17 | EVT-013-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-22 | EVT-013-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-27 | EVT-013-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-01 | EVT-013-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-06 | EVT-013-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-11 | EVT-013-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-16 | EVT-013-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-21 | EVT-013-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-26 | EVT-013-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-01 | EVT-013-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-06 | EVT-013-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-11 | EVT-013-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-16 | EVT-013-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-21 | EVT-013-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-26 | EVT-013-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-31 | EVT-013-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-05 | EVT-013-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-10 | EVT-013-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-13&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/016_sbp-013-16_02_stage_history.md b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/016_sbp-013-16_02_stage_history.md
new file mode 100644
index 0000000000000000000000000000000000000000..d315735c32d18815b13fbc9f742005f3d2259283
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/02_stage_history/016_sbp-013-16_02_stage_history.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB013000015",
+    "salesforce_opportunity_id": "006SB013000015",
+    "hubspot_company_id": "8001310015",
+    "hubspot_deal_id": "8001320015",
+    "gong_evidence_id": "GE-013-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "02_stage_history",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 3325042,
+    "stage": "Proposal",
+    "close_date": "2026-09-09",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-013-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-013-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-013-016-3 | buyer | security review remains seller-owned",
+      "2026-06-14 | EVT-013-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-013-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-013-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-013-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-013-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-013-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-013-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-013-016-11 | buyer | security review remains seller-owned",
+      "2026-07-24 | EVT-013-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-013-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-013-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-013-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-013-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-013-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-013-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-013-016-19 | buyer | security review remains seller-owned",
+      "2026-09-02 | EVT-013-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-013-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-013-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-013-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-013-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-013-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-013-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-013-016-27 | buyer | security review remains seller-owned",
+      "2026-10-12 | EVT-013-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-013-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-013-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-013-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-013-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-013-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-013-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/017_sbp-013-01_03_hubspot_activity.md b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/017_sbp-013-01_03_hubspot_activity.md
new file mode 100644
index 0000000000000000000000000000000000000000..ce81235d92d71603d88c45a1e5f9edbcb53fe342
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/017_sbp-013-01_03_hubspot_activity.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB013000000",
+    "salesforce_opportunity_id": "006SB013000000",
+    "hubspot_company_id": "8001310000",
+    "hubspot_deal_id": "8001320000",
+    "gong_evidence_id": "GE-013-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "03_hubspot_activity",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Alder Platform",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1268347,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-013-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-013-017-2 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-013-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-013-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-013-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-013-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-013-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-013-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-013-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-013-017-10 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-013-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-013-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-013-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-013-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-013-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-013-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-013-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-013-017-18 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-013-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-013-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-013-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-013-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-013-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-013-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-013-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-013-017-26 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-013-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-013-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-013-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-013-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-013-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-013-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-013-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-013-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/018_sbp-013-02_03_hubspot_activity.txt b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/018_sbp-013-02_03_hubspot_activity.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3c2f047a6331a2f0ac704a27dc2c6b1fdef2528f
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/018_sbp-013-02_03_hubspot_activity.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB013000001",
+    "salesforce_opportunity_id": "006SB013000001",
+    "hubspot_company_id": "8001310001",
+    "hubspot_deal_id": "8001320001",
+    "gong_evidence_id": "GE-013-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "03_hubspot_activity",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1405460,
+    "stage": "Proposal",
+    "close_date": "2026-09-19",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-013-018-1 | buyer | security review remains seller-owned",
+      "2026-06-06 | EVT-013-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-013-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-013-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-013-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-013-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-013-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-013-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-013-018-9 | buyer | security review remains seller-owned",
+      "2026-07-16 | EVT-013-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-013-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-013-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-013-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-013-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-013-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-013-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-013-018-17 | buyer | security review remains seller-owned",
+      "2026-08-25 | EVT-013-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-013-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-013-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-013-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-013-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-013-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-013-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-013-018-25 | buyer | security review remains seller-owned",
+      "2026-10-04 | EVT-013-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-013-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-013-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-013-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-013-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-013-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-013-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-013-018-33 | buyer | security review remains seller-owned",
+      "2026-11-13 | EVT-013-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/019_sbp-013-03_03_hubspot_activity.json b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/019_sbp-013-03_03_hubspot_activity.json
new file mode 100644
index 0000000000000000000000000000000000000000..f26ad2bf878e6d5a209fecb3e59dbe8f417b6c31
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/019_sbp-013-03_03_hubspot_activity.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1542573,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-09-26",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Group",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "Status",
+    "authorized_record_id": "00TSB013000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-013-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-02 | EVT-013-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-013-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-013-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-013-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-013-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-013-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-013-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-013-019-8 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-013-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-013-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-013-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-013-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-013-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-013-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-013-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-013-019-16 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-013-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-013-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-013-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-013-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-013-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-013-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-013-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-013-019-24 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-013-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-013-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-013-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-013-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-013-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-013-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-013-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-013-019-32 | seller | security review remains seller-owned",
+      "2026-11-09 | EVT-013-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-14 | EVT-013-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Group",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "03_hubspot_activity",
+    "gong_evidence_id": "GE-013-03",
+    "hubspot_company_id": "8001310002",
+    "hubspot_deal_id": "8001320002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-03",
+    "salesforce_account_id": "001SB013000002",
+    "salesforce_opportunity_id": "006SB013000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/020_sbp-013-04_03_hubspot_activity.csv b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/020_sbp-013-04_03_hubspot_activity.csv
new file mode 100644
index 0000000000000000000000000000000000000000..89437bfa45cecf1ea95502a6af4604fb707721b5
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/020_sbp-013-04_03_hubspot_activity.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB013000003"""
+record_control,salesforce_opportunity_id,"""006SB013000003"""
+record_control,hubspot_company_id,"""8001310003"""
+record_control,hubspot_deal_id,"""8001320003"""
+record_control,gong_evidence_id,"""GE-013-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""03_hubspot_activity"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,1679686
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-10-03"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-03 | EVT-013-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-08 | EVT-013-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-13 | EVT-013-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-18 | EVT-013-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-23 | EVT-013-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-28 | EVT-013-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-03 | EVT-013-020-7 | buyer | security review remains seller-owned"", ""2026-07-08 | EVT-013-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-13 | EVT-013-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-18 | EVT-013-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-23 | EVT-013-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-28 | EVT-013-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-02 | EVT-013-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-07 | EVT-013-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-12 | EVT-013-020-15 | buyer | security review remains seller-owned"", ""2026-08-17 | EVT-013-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-22 | EVT-013-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-27 | EVT-013-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-01 | EVT-013-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-06 | EVT-013-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-11 | EVT-013-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-16 | EVT-013-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-21 | EVT-013-020-23 | buyer | security review remains seller-owned"", ""2026-09-26 | EVT-013-020-24 | seller | champion requested a revised mutual action plan"", ""2026-10-01 | EVT-013-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-06 | EVT-013-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-11 | EVT-013-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-16 | EVT-013-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-21 | EVT-013-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-26 | EVT-013-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-31 | EVT-013-020-31 | buyer | security review remains seller-owned"", ""2026-11-05 | EVT-013-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-10 | EVT-013-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-15 | EVT-013-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001340003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-14"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/021_sbp-013-05_03_hubspot_activity.eml b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/021_sbp-013-05_03_hubspot_activity.eml
new file mode 100644
index 0000000000000000000000000000000000000000..8f01cf7be3df2b6b2c532e9a3734bbd96eb239db
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/021_sbp-013-05_03_hubspot_activity.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-05 / 03_hubspot_activity
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB013000004",
+    "salesforce_opportunity_id": "006SB013000004",
+    "hubspot_company_id": "8001310004",
+    "hubspot_deal_id": "8001320004",
+    "gong_evidence_id": "GE-013-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "03_hubspot_activity",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1816799,
+    "stage": "Qualification",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-013-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-013-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-013-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-013-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-013-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-013-021-6 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-013-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-013-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-013-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-013-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-013-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-013-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-013-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-013-021-14 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-013-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-013-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-013-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-013-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-013-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-013-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-013-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-013-021-22 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-013-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-013-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-013-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-013-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-013-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-013-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-013-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-013-021-30 | seller | security review remains seller-owned",
+      "2026-11-01 | EVT-013-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-013-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-11 | EVT-013-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-16 | EVT-013-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/022_sbp-013-06_03_hubspot_activity.xml b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/022_sbp-013-06_03_hubspot_activity.xml
new file mode 100644
index 0000000000000000000000000000000000000000..72870dc60ed9119246a63168058a133ba68a6a23
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/022_sbp-013-06_03_hubspot_activity.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB013000005",
+  "salesforce_opportunity_id": "006SB013000005",
+  "hubspot_company_id": "8001310005",
+  "hubspot_deal_id": "8001320005",
+  "gong_evidence_id": "GE-013-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "03_hubspot_activity",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 1953912,
+  "stage": "Proposal",
+  "close_date": "2026-10-17",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-05 | EVT-013-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-10 | EVT-013-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-15 | EVT-013-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-20 | EVT-013-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-25 | EVT-013-022-5 | buyer | security review remains seller-owned",
+    "2026-06-30 | EVT-013-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-05 | EVT-013-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-10 | EVT-013-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-15 | EVT-013-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-20 | EVT-013-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-25 | EVT-013-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-30 | EVT-013-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-04 | EVT-013-022-13 | buyer | security review remains seller-owned",
+    "2026-08-09 | EVT-013-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-14 | EVT-013-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-19 | EVT-013-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-24 | EVT-013-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-29 | EVT-013-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-03 | EVT-013-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-08 | EVT-013-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-13 | EVT-013-022-21 | buyer | security review remains seller-owned",
+    "2026-09-18 | EVT-013-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-23 | EVT-013-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-28 | EVT-013-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-03 | EVT-013-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-08 | EVT-013-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-13 | EVT-013-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-18 | EVT-013-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-23 | EVT-013-022-29 | buyer | security review remains seller-owned",
+    "2026-10-28 | EVT-013-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-02 | EVT-013-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-07 | EVT-013-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-12 | EVT-013-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-17 | EVT-013-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-013-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-013-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/023_sbp-013-07_03_hubspot_activity.html b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/023_sbp-013-07_03_hubspot_activity.html
new file mode 100644
index 0000000000000000000000000000000000000000..df25bd8c02ad9f7fa9d69a3a637ac3f33b1e4f5a
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/023_sbp-013-07_03_hubspot_activity.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;03_hubspot_activity&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 2091025,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-24&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-06 | EVT-013-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-11 | EVT-013-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-16 | EVT-013-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-21 | EVT-013-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-26 | EVT-013-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-01 | EVT-013-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-06 | EVT-013-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-11 | EVT-013-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-16 | EVT-013-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-21 | EVT-013-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-26 | EVT-013-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-31 | EVT-013-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-05 | EVT-013-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-10 | EVT-013-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-15 | EVT-013-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-20 | EVT-013-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-25 | EVT-013-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-30 | EVT-013-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-04 | EVT-013-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-09 | EVT-013-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-14 | EVT-013-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-19 | EVT-013-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-24 | EVT-013-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-29 | EVT-013-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-04 | EVT-013-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-09 | EVT-013-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-14 | EVT-013-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-19 | EVT-013-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-24 | EVT-013-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-29 | EVT-013-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-03 | EVT-013-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-08 | EVT-013-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-13 | EVT-013-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-18 | EVT-013-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-11&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/024_sbp-013-08_03_hubspot_activity.md b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/024_sbp-013-08_03_hubspot_activity.md
new file mode 100644
index 0000000000000000000000000000000000000000..299b9fe0a586bfb07f11a35a02a3639388806918
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/03_hubspot_activity/024_sbp-013-08_03_hubspot_activity.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB013000007",
+    "salesforce_opportunity_id": "006SB013000007",
+    "hubspot_company_id": "8001310007",
+    "hubspot_deal_id": "8001320007",
+    "gong_evidence_id": "GE-013-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "03_hubspot_activity",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Harbor Labs",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2228138,
+    "stage": "Proposal",
+    "close_date": "2026-10-31",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-013-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-013-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-013-024-3 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-013-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-013-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-013-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-013-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-013-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-013-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-013-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-013-024-11 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-013-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-013-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-013-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-013-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-013-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-013-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-013-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-013-024-19 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-013-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-013-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-013-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-013-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-013-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-013-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-013-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-013-024-27 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-013-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-013-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-013-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-013-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-013-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-013-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-013-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/025_sbp-013-09_04_gong_deal_questions.md b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/025_sbp-013-09_04_gong_deal_questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..a472e45ee4997860d0e4ce8968769ca39b25bd54
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/025_sbp-013-09_04_gong_deal_questions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB013000008",
+    "salesforce_opportunity_id": "006SB013000008",
+    "hubspot_company_id": "8001310008",
+    "hubspot_deal_id": "8001320008",
+    "gong_evidence_id": "GE-013-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Indigo Industries",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2365251,
+    "stage": "Qualification",
+    "close_date": "2026-11-07",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-013-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-013-025-2 | seller | security review remains seller-owned",
+      "2026-06-18 | EVT-013-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-013-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-013-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-013-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-013-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-013-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-013-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-013-025-10 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-013-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-013-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-013-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-013-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-013-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-013-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-013-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-013-025-18 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-013-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-013-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-013-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-013-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-013-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-013-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-013-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-013-025-26 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-013-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-013-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-013-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-013-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-013-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-013-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-013-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-013-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/026_sbp-013-10_04_gong_deal_questions.txt b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/026_sbp-013-10_04_gong_deal_questions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..020cf379bf863eda31354950efd9238ea5ed157f
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/026_sbp-013-10_04_gong_deal_questions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB013000009",
+    "salesforce_opportunity_id": "006SB013000009",
+    "hubspot_company_id": "8001310009",
+    "hubspot_deal_id": "8001320009",
+    "gong_evidence_id": "GE-013-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Juniper Collective",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2502364,
+    "stage": "Proposal",
+    "close_date": "2026-11-14",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-013-026-1 | buyer | security review remains seller-owned",
+      "2026-06-14 | EVT-013-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-013-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-013-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-013-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-013-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-013-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-013-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-013-026-9 | buyer | security review remains seller-owned",
+      "2026-07-24 | EVT-013-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-013-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-013-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-013-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-013-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-013-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-013-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-013-026-17 | buyer | security review remains seller-owned",
+      "2026-09-02 | EVT-013-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-013-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-013-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-013-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-013-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-013-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-013-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-013-026-25 | buyer | security review remains seller-owned",
+      "2026-10-12 | EVT-013-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-013-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-013-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-013-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-013-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-013-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-013-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-013-026-33 | buyer | security review remains seller-owned",
+      "2026-11-21 | EVT-013-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/027_sbp-013-11_04_gong_deal_questions.json b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/027_sbp-013-11_04_gong_deal_questions.json
new file mode 100644
index 0000000000000000000000000000000000000000..83ea796ae4a87e9c076e2511908c98fa4c377420
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/027_sbp-013-11_04_gong_deal_questions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2639477,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-11-21",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Works",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-15",
+    "decision_code": "HOLD-013-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-10 | EVT-013-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-013-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-013-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-013-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-013-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-013-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-013-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-013-027-8 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-013-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-013-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-013-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-013-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-013-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-013-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-013-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-013-027-16 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-013-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-013-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-013-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-013-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-013-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-013-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-013-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-013-027-24 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-013-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-013-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-013-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-013-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-013-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-013-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-013-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-013-027-32 | seller | security review remains seller-owned",
+      "2026-11-17 | EVT-013-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-22 | EVT-013-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Works",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "04_gong_deal_questions",
+    "gong_evidence_id": "GE-013-11",
+    "hubspot_company_id": "8001310010",
+    "hubspot_deal_id": "8001320010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-11",
+    "salesforce_account_id": "001SB013000010",
+    "salesforce_opportunity_id": "006SB013000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/028_sbp-013-12_04_gong_deal_questions.csv b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/028_sbp-013-12_04_gong_deal_questions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..5d6c919472f508c4fd455e75ffa5a8fe699bebbd
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/028_sbp-013-12_04_gong_deal_questions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB013000011"""
+record_control,salesforce_opportunity_id,"""006SB013000011"""
+record_control,hubspot_company_id,"""8001310011"""
+record_control,hubspot_deal_id,"""8001320011"""
+record_control,gong_evidence_id,"""GE-013-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""04_gong_deal_questions"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,2776590
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-28"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-11 | EVT-013-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-16 | EVT-013-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-21 | EVT-013-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-26 | EVT-013-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-01 | EVT-013-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-06 | EVT-013-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-11 | EVT-013-028-7 | buyer | security review remains seller-owned"", ""2026-07-16 | EVT-013-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-21 | EVT-013-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-26 | EVT-013-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-31 | EVT-013-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-05 | EVT-013-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-10 | EVT-013-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-15 | EVT-013-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-20 | EVT-013-028-15 | buyer | security review remains seller-owned"", ""2026-08-25 | EVT-013-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-30 | EVT-013-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-04 | EVT-013-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-09 | EVT-013-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-14 | EVT-013-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-19 | EVT-013-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-24 | EVT-013-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-29 | EVT-013-028-23 | buyer | security review remains seller-owned"", ""2026-10-04 | EVT-013-028-24 | seller | champion requested a revised mutual action plan"", ""2026-10-09 | EVT-013-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-14 | EVT-013-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-19 | EVT-013-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-24 | EVT-013-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-29 | EVT-013-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-03 | EVT-013-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-08 | EVT-013-028-31 | buyer | security review remains seller-owned"", ""2026-11-13 | EVT-013-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-18 | EVT-013-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-23 | EVT-013-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00TSB013000011"""
+decision,authorized_field,"""Status"""
+decision,current_value,"""Deferred"""
+decision,required_value,"""Not Started"""
+decision,reason,"""SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-16"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/029_sbp-013-13_04_gong_deal_questions.eml b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/029_sbp-013-13_04_gong_deal_questions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..679769c45cd3d32c3c439fda595b556cb40f858c
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/029_sbp-013-13_04_gong_deal_questions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-13 / 04_gong_deal_questions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB013000012",
+    "salesforce_opportunity_id": "006SB013000012",
+    "hubspot_company_id": "8001310012",
+    "hubspot_deal_id": "8001320012",
+    "gong_evidence_id": "GE-013-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Meridian Services",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2913703,
+    "stage": "Qualification",
+    "close_date": "2026-12-05",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-013-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-013-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-013-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-013-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-013-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-013-029-6 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-013-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-013-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-013-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-013-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-013-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-013-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-013-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-013-029-14 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-013-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-013-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-013-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-013-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-013-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-013-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-013-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-013-029-22 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-013-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-013-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-013-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-013-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-013-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-013-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-013-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-013-029-30 | seller | security review remains seller-owned",
+      "2026-11-09 | EVT-013-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-14 | EVT-013-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-19 | EVT-013-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-24 | EVT-013-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340012",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/030_sbp-013-14_04_gong_deal_questions.xml b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/030_sbp-013-14_04_gong_deal_questions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..4a4033c70530375c8b98c5b8933f6777824a75cd
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/030_sbp-013-14_04_gong_deal_questions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB013000013",
+  "salesforce_opportunity_id": "006SB013000013",
+  "hubspot_company_id": "8001310013",
+  "hubspot_deal_id": "8001320013",
+  "gong_evidence_id": "GE-013-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "04_gong_deal_questions",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 3050816,
+  "stage": "Proposal",
+  "close_date": "2026-12-12",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-13 | EVT-013-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-18 | EVT-013-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-23 | EVT-013-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-28 | EVT-013-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-03 | EVT-013-030-5 | buyer | security review remains seller-owned",
+    "2026-07-08 | EVT-013-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-13 | EVT-013-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-18 | EVT-013-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-23 | EVT-013-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-28 | EVT-013-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-02 | EVT-013-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-07 | EVT-013-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-12 | EVT-013-030-13 | buyer | security review remains seller-owned",
+    "2026-08-17 | EVT-013-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-22 | EVT-013-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-27 | EVT-013-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-01 | EVT-013-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-06 | EVT-013-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-11 | EVT-013-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-16 | EVT-013-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-21 | EVT-013-030-21 | buyer | security review remains seller-owned",
+    "2026-09-26 | EVT-013-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-01 | EVT-013-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-06 | EVT-013-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-11 | EVT-013-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-16 | EVT-013-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-21 | EVT-013-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-26 | EVT-013-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-31 | EVT-013-030-29 | buyer | security review remains seller-owned",
+    "2026-11-05 | EVT-013-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-10 | EVT-013-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-15 | EVT-013-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-20 | EVT-013-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-25 | EVT-013-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-013-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB013000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/031_sbp-013-15_04_gong_deal_questions.html b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/031_sbp-013-15_04_gong_deal_questions.html
new file mode 100644
index 0000000000000000000000000000000000000000..4214543cfcd37904fc3a5ace447d44112076e16c
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/031_sbp-013-15_04_gong_deal_questions.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;04_gong_deal_questions&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 3187929,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-09-02&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-14 | EVT-013-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-19 | EVT-013-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-24 | EVT-013-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-29 | EVT-013-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-04 | EVT-013-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-09 | EVT-013-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-14 | EVT-013-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-19 | EVT-013-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-24 | EVT-013-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-29 | EVT-013-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-03 | EVT-013-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-08 | EVT-013-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-13 | EVT-013-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-18 | EVT-013-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-23 | EVT-013-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-28 | EVT-013-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-02 | EVT-013-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-07 | EVT-013-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-12 | EVT-013-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-17 | EVT-013-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-22 | EVT-013-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-27 | EVT-013-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-02 | EVT-013-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-07 | EVT-013-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-12 | EVT-013-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-17 | EVT-013-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-22 | EVT-013-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-27 | EVT-013-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-01 | EVT-013-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-06 | EVT-013-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-11 | EVT-013-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-16 | EVT-013-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-21 | EVT-013-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-26 | EVT-013-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-13&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/032_sbp-013-16_04_gong_deal_questions.md b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/032_sbp-013-16_04_gong_deal_questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..fb862c148c1b5e3786722dd3a66c077ff8d3115d
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/04_gong_deal_questions/032_sbp-013-16_04_gong_deal_questions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB013000015",
+    "salesforce_opportunity_id": "006SB013000015",
+    "hubspot_company_id": "8001310015",
+    "hubspot_deal_id": "8001320015",
+    "gong_evidence_id": "GE-013-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 3325042,
+    "stage": "Proposal",
+    "close_date": "2026-09-09",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-013-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-013-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-013-032-3 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-013-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-013-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-013-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-013-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-013-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-013-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-013-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-013-032-11 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-013-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-013-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-013-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-013-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-013-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-013-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-013-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-013-032-19 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-013-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-013-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-013-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-013-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-013-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-013-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-013-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-013-032-27 | buyer | security review remains seller-owned",
+      "2026-10-28 | EVT-013-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-013-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-07 | EVT-013-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-12 | EVT-013-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-17 | EVT-013-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-22 | EVT-013-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-27 | EVT-013-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/033_sbp-013-01_05_next_steps.md b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/033_sbp-013-01_05_next_steps.md
new file mode 100644
index 0000000000000000000000000000000000000000..9a2025351a1dc19dc35967fb89565495eab13dd7
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/033_sbp-013-01_05_next_steps.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB013000000",
+    "salesforce_opportunity_id": "006SB013000000",
+    "hubspot_company_id": "8001310000",
+    "hubspot_deal_id": "8001320000",
+    "gong_evidence_id": "GE-013-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "05_next_steps",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Alder Platform",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1268347,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-013-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-013-033-2 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-013-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-013-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-013-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-013-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-013-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-013-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-013-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-013-033-10 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-013-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-013-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-013-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-013-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-013-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-013-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-013-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-013-033-18 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-013-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-013-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-013-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-013-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-013-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-013-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-013-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-013-033-26 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-013-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-013-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-013-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-013-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-13 | EVT-013-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-18 | EVT-013-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-23 | EVT-013-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-28 | EVT-013-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/034_sbp-013-02_05_next_steps.txt b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/034_sbp-013-02_05_next_steps.txt
new file mode 100644
index 0000000000000000000000000000000000000000..dbebe2b566040b4d60d3d5f06fc740557d013ffc
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/034_sbp-013-02_05_next_steps.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB013000001",
+    "salesforce_opportunity_id": "006SB013000001",
+    "hubspot_company_id": "8001310001",
+    "hubspot_deal_id": "8001320001",
+    "gong_evidence_id": "GE-013-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "05_next_steps",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1405460,
+    "stage": "Proposal",
+    "close_date": "2026-09-19",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-013-034-1 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-013-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-013-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-013-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-013-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-013-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-013-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-013-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-013-034-9 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-013-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-013-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-013-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-013-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-013-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-013-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-013-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-013-034-17 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-013-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-013-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-013-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-013-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-013-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-013-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-013-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-013-034-25 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-013-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-013-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-013-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-013-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-013-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-013-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-013-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-24 | EVT-013-034-33 | buyer | security review remains seller-owned",
+      "2026-11-29 | EVT-013-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/035_sbp-013-03_05_next_steps.json b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/035_sbp-013-03_05_next_steps.json
new file mode 100644
index 0000000000000000000000000000000000000000..df2b184fc85eb8af9a1d41c56491782223b08b9b
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/035_sbp-013-03_05_next_steps.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1542573,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-09-26",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Group",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "Status",
+    "authorized_record_id": "00TSB013000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-013-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-18 | EVT-013-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-013-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-013-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-013-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-013-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-013-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-013-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-013-035-8 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-013-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-013-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-013-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-013-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-013-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-013-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-013-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-013-035-16 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-013-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-013-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-013-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-013-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-013-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-013-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-013-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-013-035-24 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-013-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-013-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-013-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-013-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-013-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-013-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-013-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-013-035-32 | seller | security review remains seller-owned",
+      "2026-11-25 | EVT-013-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-30 | EVT-013-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Group",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "05_next_steps",
+    "gong_evidence_id": "GE-013-03",
+    "hubspot_company_id": "8001310002",
+    "hubspot_deal_id": "8001320002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-03",
+    "salesforce_account_id": "001SB013000002",
+    "salesforce_opportunity_id": "006SB013000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/036_sbp-013-04_05_next_steps.csv b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/036_sbp-013-04_05_next_steps.csv
new file mode 100644
index 0000000000000000000000000000000000000000..6e3c3be247e7bd26c4a97fae22451c06d1132c16
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/036_sbp-013-04_05_next_steps.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB013000003"""
+record_control,salesforce_opportunity_id,"""006SB013000003"""
+record_control,hubspot_company_id,"""8001310003"""
+record_control,hubspot_deal_id,"""8001320003"""
+record_control,gong_evidence_id,"""GE-013-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""05_next_steps"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,1679686
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-10-03"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-19 | EVT-013-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-24 | EVT-013-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-29 | EVT-013-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-04 | EVT-013-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-09 | EVT-013-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-14 | EVT-013-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-19 | EVT-013-036-7 | buyer | security review remains seller-owned"", ""2026-07-24 | EVT-013-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-29 | EVT-013-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-03 | EVT-013-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-08 | EVT-013-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-13 | EVT-013-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-18 | EVT-013-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-23 | EVT-013-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-28 | EVT-013-036-15 | buyer | security review remains seller-owned"", ""2026-09-02 | EVT-013-036-16 | seller | champion requested a revised mutual action plan"", ""2026-09-07 | EVT-013-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-12 | EVT-013-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-17 | EVT-013-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-22 | EVT-013-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-27 | EVT-013-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-02 | EVT-013-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-07 | EVT-013-036-23 | buyer | security review remains seller-owned"", ""2026-10-12 | EVT-013-036-24 | seller | champion requested a revised mutual action plan"", ""2026-10-17 | EVT-013-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-22 | EVT-013-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-27 | EVT-013-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-11-01 | EVT-013-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-06 | EVT-013-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-11 | EVT-013-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-16 | EVT-013-036-31 | buyer | security review remains seller-owned"", ""2026-11-21 | EVT-013-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-26 | EVT-013-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-12-01 | EVT-013-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001340003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-14"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/037_sbp-013-05_05_next_steps.eml b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/037_sbp-013-05_05_next_steps.eml
new file mode 100644
index 0000000000000000000000000000000000000000..1b4d141ed2cd1958dc66467a9d61a3b3627c309c
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/037_sbp-013-05_05_next_steps.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-05 / 05_next_steps
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB013000004",
+    "salesforce_opportunity_id": "006SB013000004",
+    "hubspot_company_id": "8001310004",
+    "hubspot_deal_id": "8001320004",
+    "gong_evidence_id": "GE-013-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "05_next_steps",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1816799,
+    "stage": "Qualification",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-013-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-06 | EVT-013-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-11 | EVT-013-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-16 | EVT-013-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-21 | EVT-013-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-013-037-6 | seller | security review remains seller-owned",
+      "2026-05-31 | EVT-013-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-013-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-013-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-013-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-013-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-013-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-013-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-013-037-14 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-013-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-013-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-013-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-013-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-013-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-013-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-013-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-013-037-22 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-013-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-013-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-013-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-013-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-013-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-013-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-013-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-013-037-30 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-013-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-013-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-013-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-013-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/038_sbp-013-06_05_next_steps.xml b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/038_sbp-013-06_05_next_steps.xml
new file mode 100644
index 0000000000000000000000000000000000000000..8089373b97bcfdb2861ee22df9ea8953e2dacdbb
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/038_sbp-013-06_05_next_steps.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB013000005",
+  "salesforce_opportunity_id": "006SB013000005",
+  "hubspot_company_id": "8001310005",
+  "hubspot_deal_id": "8001320005",
+  "gong_evidence_id": "GE-013-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "05_next_steps",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 1953912,
+  "stage": "Proposal",
+  "close_date": "2026-10-17",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-02 | EVT-013-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-07 | EVT-013-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-12 | EVT-013-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-17 | EVT-013-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-22 | EVT-013-038-5 | buyer | security review remains seller-owned",
+    "2026-05-27 | EVT-013-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-01 | EVT-013-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-06 | EVT-013-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-11 | EVT-013-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-16 | EVT-013-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-21 | EVT-013-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-26 | EVT-013-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-01 | EVT-013-038-13 | buyer | security review remains seller-owned",
+    "2026-07-06 | EVT-013-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-11 | EVT-013-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-16 | EVT-013-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-21 | EVT-013-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-26 | EVT-013-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-31 | EVT-013-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-05 | EVT-013-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-10 | EVT-013-038-21 | buyer | security review remains seller-owned",
+    "2026-08-15 | EVT-013-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-20 | EVT-013-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-25 | EVT-013-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-30 | EVT-013-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-04 | EVT-013-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-09 | EVT-013-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-14 | EVT-013-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-19 | EVT-013-038-29 | buyer | security review remains seller-owned",
+    "2026-09-24 | EVT-013-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-29 | EVT-013-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-04 | EVT-013-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-09 | EVT-013-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-14 | EVT-013-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-013-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-013-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/039_sbp-013-07_05_next_steps.html b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/039_sbp-013-07_05_next_steps.html
new file mode 100644
index 0000000000000000000000000000000000000000..0f5530557251205b098582431fdccd6150229fce
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/039_sbp-013-07_05_next_steps.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;05_next_steps&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 2091025,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-24&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-03 | EVT-013-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-08 | EVT-013-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-13 | EVT-013-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-18 | EVT-013-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-23 | EVT-013-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-28 | EVT-013-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-02 | EVT-013-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-07 | EVT-013-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-12 | EVT-013-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-17 | EVT-013-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-22 | EVT-013-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-27 | EVT-013-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-02 | EVT-013-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-07 | EVT-013-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-12 | EVT-013-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-17 | EVT-013-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-22 | EVT-013-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-27 | EVT-013-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-01 | EVT-013-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-06 | EVT-013-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-11 | EVT-013-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-16 | EVT-013-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-21 | EVT-013-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-26 | EVT-013-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-31 | EVT-013-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-05 | EVT-013-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-10 | EVT-013-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-15 | EVT-013-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-20 | EVT-013-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-25 | EVT-013-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-30 | EVT-013-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-05 | EVT-013-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-10 | EVT-013-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-15 | EVT-013-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-11&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/040_sbp-013-08_05_next_steps.md b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/040_sbp-013-08_05_next_steps.md
new file mode 100644
index 0000000000000000000000000000000000000000..33eb355661ee15a4bd69470b294eb9da2d44722e
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/05_next_steps/040_sbp-013-08_05_next_steps.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB013000007",
+    "salesforce_opportunity_id": "006SB013000007",
+    "hubspot_company_id": "8001310007",
+    "hubspot_deal_id": "8001320007",
+    "gong_evidence_id": "GE-013-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "05_next_steps",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Harbor Labs",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2228138,
+    "stage": "Proposal",
+    "close_date": "2026-10-31",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-013-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-09 | EVT-013-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-14 | EVT-013-040-3 | buyer | security review remains seller-owned",
+      "2026-05-19 | EVT-013-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-013-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-013-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-013-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-013-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-013-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-013-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-013-040-11 | buyer | security review remains seller-owned",
+      "2026-06-28 | EVT-013-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-013-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-013-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-013-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-013-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-013-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-013-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-013-040-19 | buyer | security review remains seller-owned",
+      "2026-08-07 | EVT-013-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-013-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-013-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-013-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-013-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-013-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-013-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-013-040-27 | buyer | security review remains seller-owned",
+      "2026-09-16 | EVT-013-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-013-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-013-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-013-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-013-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-013-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-013-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/041_sbp-013-09_06_calendar.md b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/041_sbp-013-09_06_calendar.md
new file mode 100644
index 0000000000000000000000000000000000000000..d4cbb6c242830a3a35ee166c7056c05f9d69a2ba
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/041_sbp-013-09_06_calendar.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB013000008",
+    "salesforce_opportunity_id": "006SB013000008",
+    "hubspot_company_id": "8001310008",
+    "hubspot_deal_id": "8001320008",
+    "gong_evidence_id": "GE-013-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "06_calendar",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Indigo Industries",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2365251,
+    "stage": "Qualification",
+    "close_date": "2026-11-07",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-013-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-10 | EVT-013-041-2 | seller | security review remains seller-owned",
+      "2026-05-15 | EVT-013-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-013-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-013-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-013-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-013-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-013-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-013-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-013-041-10 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-013-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-013-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-013-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-013-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-013-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-013-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-013-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-013-041-18 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-013-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-013-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-013-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-013-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-013-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-013-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-013-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-013-041-26 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-013-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-013-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-013-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-013-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-013-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-013-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-013-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-013-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/042_sbp-013-10_06_calendar.txt b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/042_sbp-013-10_06_calendar.txt
new file mode 100644
index 0000000000000000000000000000000000000000..48b368be3359273158b5046bea71750b14bdd528
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/042_sbp-013-10_06_calendar.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB013000009",
+    "salesforce_opportunity_id": "006SB013000009",
+    "hubspot_company_id": "8001310009",
+    "hubspot_deal_id": "8001320009",
+    "gong_evidence_id": "GE-013-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "06_calendar",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Juniper Collective",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2502364,
+    "stage": "Proposal",
+    "close_date": "2026-11-14",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-013-042-1 | buyer | security review remains seller-owned",
+      "2026-05-11 | EVT-013-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-013-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-013-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-013-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-013-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-013-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-013-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-013-042-9 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-013-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-013-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-013-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-013-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-013-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-013-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-013-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-013-042-17 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-013-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-013-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-013-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-013-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-013-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-013-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-013-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-013-042-25 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-013-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-013-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-013-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-013-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-013-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-013-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-013-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-013-042-33 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-013-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/043_sbp-013-11_06_calendar.json b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/043_sbp-013-11_06_calendar.json
new file mode 100644
index 0000000000000000000000000000000000000000..4866bf42c81ade7f1c104b4e39c912a6a6f8fb62
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/043_sbp-013-11_06_calendar.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2639477,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-11-21",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Works",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-15",
+    "decision_code": "HOLD-013-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-07 | EVT-013-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-12 | EVT-013-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-17 | EVT-013-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-013-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-013-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-013-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-013-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-013-043-8 | seller | security review remains seller-owned",
+      "2026-06-16 | EVT-013-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-013-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-013-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-013-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-013-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-013-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-013-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-013-043-16 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-013-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-013-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-013-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-013-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-013-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-013-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-013-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-013-043-24 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-013-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-013-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-013-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-013-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-013-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-013-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-013-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-013-043-32 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-013-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-013-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Works",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "06_calendar",
+    "gong_evidence_id": "GE-013-11",
+    "hubspot_company_id": "8001310010",
+    "hubspot_deal_id": "8001320010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-11",
+    "salesforce_account_id": "001SB013000010",
+    "salesforce_opportunity_id": "006SB013000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/044_sbp-013-12_06_calendar.csv b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/044_sbp-013-12_06_calendar.csv
new file mode 100644
index 0000000000000000000000000000000000000000..1edd2e11e02adf7ddaa35d4faa7db139485f8c58
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/044_sbp-013-12_06_calendar.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB013000011"""
+record_control,salesforce_opportunity_id,"""006SB013000011"""
+record_control,hubspot_company_id,"""8001310011"""
+record_control,hubspot_deal_id,"""8001320011"""
+record_control,gong_evidence_id,"""GE-013-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""06_calendar"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,2776590
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-28"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-08 | EVT-013-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-13 | EVT-013-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-18 | EVT-013-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-23 | EVT-013-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-28 | EVT-013-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-02 | EVT-013-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-07 | EVT-013-044-7 | buyer | security review remains seller-owned"", ""2026-06-12 | EVT-013-044-8 | seller | champion requested a revised mutual action plan"", ""2026-06-17 | EVT-013-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-22 | EVT-013-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-27 | EVT-013-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-02 | EVT-013-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-07 | EVT-013-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-12 | EVT-013-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-17 | EVT-013-044-15 | buyer | security review remains seller-owned"", ""2026-07-22 | EVT-013-044-16 | seller | champion requested a revised mutual action plan"", ""2026-07-27 | EVT-013-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-01 | EVT-013-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-06 | EVT-013-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-11 | EVT-013-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-16 | EVT-013-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-21 | EVT-013-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-26 | EVT-013-044-23 | buyer | security review remains seller-owned"", ""2026-08-31 | EVT-013-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-05 | EVT-013-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-10 | EVT-013-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-15 | EVT-013-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-20 | EVT-013-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-25 | EVT-013-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-30 | EVT-013-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-05 | EVT-013-044-31 | buyer | security review remains seller-owned"", ""2026-10-10 | EVT-013-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-15 | EVT-013-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-20 | EVT-013-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00TSB013000011"""
+decision,authorized_field,"""Status"""
+decision,current_value,"""Deferred"""
+decision,required_value,"""Not Started"""
+decision,reason,"""SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-16"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/045_sbp-013-13_06_calendar.eml b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/045_sbp-013-13_06_calendar.eml
new file mode 100644
index 0000000000000000000000000000000000000000..95e5cc486a3a8a24bd50bc0df2de989cb312f334
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/045_sbp-013-13_06_calendar.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-13 / 06_calendar
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB013000012",
+    "salesforce_opportunity_id": "006SB013000012",
+    "hubspot_company_id": "8001310012",
+    "hubspot_deal_id": "8001320012",
+    "gong_evidence_id": "GE-013-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "06_calendar",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Meridian Services",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2913703,
+    "stage": "Qualification",
+    "close_date": "2026-12-05",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-013-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-14 | EVT-013-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-19 | EVT-013-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-24 | EVT-013-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-29 | EVT-013-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-013-045-6 | seller | security review remains seller-owned",
+      "2026-06-08 | EVT-013-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-013-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-013-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-013-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-013-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-013-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-013-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-013-045-14 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-013-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-013-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-013-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-013-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-013-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-013-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-013-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-013-045-22 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-013-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-013-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-013-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-013-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-013-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-013-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-013-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-013-045-30 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-013-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-013-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-013-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-013-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340012",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/046_sbp-013-14_06_calendar.xml b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/046_sbp-013-14_06_calendar.xml
new file mode 100644
index 0000000000000000000000000000000000000000..1d34470f66ecaf0bb0a473826b0763dc5607e441
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/046_sbp-013-14_06_calendar.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB013000013",
+  "salesforce_opportunity_id": "006SB013000013",
+  "hubspot_company_id": "8001310013",
+  "hubspot_deal_id": "8001320013",
+  "gong_evidence_id": "GE-013-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "06_calendar",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 3050816,
+  "stage": "Proposal",
+  "close_date": "2026-12-12",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-10 | EVT-013-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-15 | EVT-013-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-20 | EVT-013-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-25 | EVT-013-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-30 | EVT-013-046-5 | buyer | security review remains seller-owned",
+    "2026-06-04 | EVT-013-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-09 | EVT-013-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-14 | EVT-013-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-19 | EVT-013-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-24 | EVT-013-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-29 | EVT-013-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-04 | EVT-013-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-09 | EVT-013-046-13 | buyer | security review remains seller-owned",
+    "2026-07-14 | EVT-013-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-19 | EVT-013-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-24 | EVT-013-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-29 | EVT-013-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-03 | EVT-013-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-08 | EVT-013-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-13 | EVT-013-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-18 | EVT-013-046-21 | buyer | security review remains seller-owned",
+    "2026-08-23 | EVT-013-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-28 | EVT-013-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-02 | EVT-013-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-07 | EVT-013-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-12 | EVT-013-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-17 | EVT-013-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-22 | EVT-013-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-27 | EVT-013-046-29 | buyer | security review remains seller-owned",
+    "2026-10-02 | EVT-013-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-07 | EVT-013-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-12 | EVT-013-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-17 | EVT-013-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-22 | EVT-013-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-013-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB013000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/047_sbp-013-15_06_calendar.html b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/047_sbp-013-15_06_calendar.html
new file mode 100644
index 0000000000000000000000000000000000000000..4ae1fbda4f360a94a3697af310a977fa49b25d8c
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/047_sbp-013-15_06_calendar.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;06_calendar&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 3187929,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-09-02&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-11 | EVT-013-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-16 | EVT-013-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-21 | EVT-013-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-26 | EVT-013-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-31 | EVT-013-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-05 | EVT-013-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-10 | EVT-013-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-15 | EVT-013-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-20 | EVT-013-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-25 | EVT-013-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-30 | EVT-013-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-05 | EVT-013-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-10 | EVT-013-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-15 | EVT-013-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-20 | EVT-013-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-25 | EVT-013-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-30 | EVT-013-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-04 | EVT-013-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-09 | EVT-013-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-14 | EVT-013-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-19 | EVT-013-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-24 | EVT-013-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-29 | EVT-013-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-03 | EVT-013-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-08 | EVT-013-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-13 | EVT-013-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-18 | EVT-013-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-23 | EVT-013-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-28 | EVT-013-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-03 | EVT-013-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-08 | EVT-013-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-13 | EVT-013-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-18 | EVT-013-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-23 | EVT-013-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-13&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/048_sbp-013-16_06_calendar.md b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/048_sbp-013-16_06_calendar.md
new file mode 100644
index 0000000000000000000000000000000000000000..bb2a462f21a62b41665f6506ccccaa5ea6b99782
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/06_calendar/048_sbp-013-16_06_calendar.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB013000015",
+    "salesforce_opportunity_id": "006SB013000015",
+    "hubspot_company_id": "8001310015",
+    "hubspot_deal_id": "8001320015",
+    "gong_evidence_id": "GE-013-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "06_calendar",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 3325042,
+    "stage": "Proposal",
+    "close_date": "2026-09-09",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-013-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-17 | EVT-013-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-22 | EVT-013-048-3 | buyer | security review remains seller-owned",
+      "2026-05-27 | EVT-013-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-013-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-013-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-013-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-013-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-013-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-013-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-013-048-11 | buyer | security review remains seller-owned",
+      "2026-07-06 | EVT-013-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-013-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-013-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-013-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-013-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-013-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-013-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-013-048-19 | buyer | security review remains seller-owned",
+      "2026-08-15 | EVT-013-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-013-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-013-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-013-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-013-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-013-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-013-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-013-048-27 | buyer | security review remains seller-owned",
+      "2026-09-24 | EVT-013-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-013-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-013-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-013-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-013-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-013-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-013-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/049_sbp-013-01_07_owner_roster.md b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/049_sbp-013-01_07_owner_roster.md
new file mode 100644
index 0000000000000000000000000000000000000000..ac66afe412bf1d8f896b2f44c97e5bc2a380dd0a
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/049_sbp-013-01_07_owner_roster.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB013000000",
+    "salesforce_opportunity_id": "006SB013000000",
+    "hubspot_company_id": "8001310000",
+    "hubspot_deal_id": "8001320000",
+    "gong_evidence_id": "GE-013-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "07_owner_roster",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Alder Platform",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1268347,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-013-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-18 | EVT-013-049-2 | seller | security review remains seller-owned",
+      "2026-05-23 | EVT-013-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-013-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-013-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-013-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-013-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-013-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-013-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-013-049-10 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-013-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-013-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-013-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-013-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-013-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-013-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-013-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-013-049-18 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-013-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-013-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-013-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-013-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-013-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-013-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-013-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-013-049-26 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-013-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-013-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-013-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-013-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-013-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-013-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-013-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-013-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/050_sbp-013-02_07_owner_roster.txt b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/050_sbp-013-02_07_owner_roster.txt
new file mode 100644
index 0000000000000000000000000000000000000000..7ed5f027da1eb1576a005db6b52b31b9029b8914
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/050_sbp-013-02_07_owner_roster.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB013000001",
+    "salesforce_opportunity_id": "006SB013000001",
+    "hubspot_company_id": "8001310001",
+    "hubspot_deal_id": "8001320001",
+    "gong_evidence_id": "GE-013-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "07_owner_roster",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1405460,
+    "stage": "Proposal",
+    "close_date": "2026-09-19",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-013-050-1 | buyer | security review remains seller-owned",
+      "2026-05-19 | EVT-013-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-013-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-013-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-013-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-013-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-013-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-013-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-013-050-9 | buyer | security review remains seller-owned",
+      "2026-06-28 | EVT-013-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-013-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-013-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-013-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-013-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-013-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-013-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-013-050-17 | buyer | security review remains seller-owned",
+      "2026-08-07 | EVT-013-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-013-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-013-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-013-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-013-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-013-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-013-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-013-050-25 | buyer | security review remains seller-owned",
+      "2026-09-16 | EVT-013-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-013-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-013-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-013-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-013-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-013-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-013-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-013-050-33 | buyer | security review remains seller-owned",
+      "2026-10-26 | EVT-013-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/051_sbp-013-03_07_owner_roster.json b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/051_sbp-013-03_07_owner_roster.json
new file mode 100644
index 0000000000000000000000000000000000000000..0b7e8db25852390086854e09b2f0f061727bd12e
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/051_sbp-013-03_07_owner_roster.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1542573,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-09-26",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Group",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "Status",
+    "authorized_record_id": "00TSB013000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-013-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-15 | EVT-013-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-013-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-013-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-013-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-013-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-013-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-013-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-013-051-8 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-013-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-013-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-013-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-013-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-013-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-013-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-013-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-013-051-16 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-013-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-013-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-013-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-013-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-013-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-013-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-013-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-013-051-24 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-013-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-013-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-013-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-013-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-013-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-013-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-013-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-013-051-32 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-013-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-013-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Group",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "07_owner_roster",
+    "gong_evidence_id": "GE-013-03",
+    "hubspot_company_id": "8001310002",
+    "hubspot_deal_id": "8001320002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-03",
+    "salesforce_account_id": "001SB013000002",
+    "salesforce_opportunity_id": "006SB013000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/052_sbp-013-04_07_owner_roster.csv b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/052_sbp-013-04_07_owner_roster.csv
new file mode 100644
index 0000000000000000000000000000000000000000..4cbc1d2308e188d01d43a1bef0507c5e569a9fd8
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/052_sbp-013-04_07_owner_roster.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB013000003"""
+record_control,salesforce_opportunity_id,"""006SB013000003"""
+record_control,hubspot_company_id,"""8001310003"""
+record_control,hubspot_deal_id,"""8001320003"""
+record_control,gong_evidence_id,"""GE-013-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""07_owner_roster"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,1679686
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-10-03"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-16 | EVT-013-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-21 | EVT-013-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-26 | EVT-013-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-31 | EVT-013-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-05 | EVT-013-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-10 | EVT-013-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-15 | EVT-013-052-7 | buyer | security review remains seller-owned"", ""2026-06-20 | EVT-013-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-25 | EVT-013-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-30 | EVT-013-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-05 | EVT-013-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-10 | EVT-013-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-15 | EVT-013-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-20 | EVT-013-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-25 | EVT-013-052-15 | buyer | security review remains seller-owned"", ""2026-07-30 | EVT-013-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-04 | EVT-013-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-09 | EVT-013-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-14 | EVT-013-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-19 | EVT-013-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-24 | EVT-013-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-29 | EVT-013-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-03 | EVT-013-052-23 | buyer | security review remains seller-owned"", ""2026-09-08 | EVT-013-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-13 | EVT-013-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-18 | EVT-013-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-23 | EVT-013-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-28 | EVT-013-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-03 | EVT-013-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-08 | EVT-013-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-13 | EVT-013-052-31 | buyer | security review remains seller-owned"", ""2026-10-18 | EVT-013-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-23 | EVT-013-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-28 | EVT-013-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001340003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-14"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/053_sbp-013-05_07_owner_roster.eml b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/053_sbp-013-05_07_owner_roster.eml
new file mode 100644
index 0000000000000000000000000000000000000000..4472fb96a6e0a3640b28ec57b519fb9406895626
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/053_sbp-013-05_07_owner_roster.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-05 / 07_owner_roster
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB013000004",
+    "salesforce_opportunity_id": "006SB013000004",
+    "hubspot_company_id": "8001310004",
+    "hubspot_deal_id": "8001320004",
+    "gong_evidence_id": "GE-013-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "07_owner_roster",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1816799,
+    "stage": "Qualification",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-013-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-013-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-013-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-013-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-013-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-013-053-6 | seller | security review remains seller-owned",
+      "2026-06-16 | EVT-013-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-013-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-013-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-013-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-013-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-013-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-013-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-013-053-14 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-013-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-013-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-013-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-013-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-013-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-013-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-013-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-013-053-22 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-013-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-013-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-013-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-013-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-013-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-013-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-013-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-013-053-30 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-013-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-013-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-013-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-013-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/054_sbp-013-06_07_owner_roster.xml b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/054_sbp-013-06_07_owner_roster.xml
new file mode 100644
index 0000000000000000000000000000000000000000..ad3ad9bbf1a253028632b8e5e5613b045dfe7070
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/054_sbp-013-06_07_owner_roster.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB013000005",
+  "salesforce_opportunity_id": "006SB013000005",
+  "hubspot_company_id": "8001310005",
+  "hubspot_deal_id": "8001320005",
+  "gong_evidence_id": "GE-013-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "07_owner_roster",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 1953912,
+  "stage": "Proposal",
+  "close_date": "2026-10-17",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-18 | EVT-013-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-23 | EVT-013-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-28 | EVT-013-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-02 | EVT-013-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-07 | EVT-013-054-5 | buyer | security review remains seller-owned",
+    "2026-06-12 | EVT-013-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-17 | EVT-013-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-22 | EVT-013-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-27 | EVT-013-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-02 | EVT-013-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-07 | EVT-013-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-12 | EVT-013-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-17 | EVT-013-054-13 | buyer | security review remains seller-owned",
+    "2026-07-22 | EVT-013-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-27 | EVT-013-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-01 | EVT-013-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-06 | EVT-013-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-11 | EVT-013-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-16 | EVT-013-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-21 | EVT-013-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-26 | EVT-013-054-21 | buyer | security review remains seller-owned",
+    "2026-08-31 | EVT-013-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-05 | EVT-013-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-10 | EVT-013-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-15 | EVT-013-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-20 | EVT-013-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-25 | EVT-013-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-30 | EVT-013-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-05 | EVT-013-054-29 | buyer | security review remains seller-owned",
+    "2026-10-10 | EVT-013-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-15 | EVT-013-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-20 | EVT-013-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-25 | EVT-013-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-30 | EVT-013-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-013-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-013-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/055_sbp-013-07_07_owner_roster.html b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/055_sbp-013-07_07_owner_roster.html
new file mode 100644
index 0000000000000000000000000000000000000000..0b42492f69991f3df223f266bd78a6778064a754
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/055_sbp-013-07_07_owner_roster.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;07_owner_roster&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 2091025,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-24&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-19 | EVT-013-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-24 | EVT-013-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-29 | EVT-013-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-03 | EVT-013-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-08 | EVT-013-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-13 | EVT-013-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-18 | EVT-013-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-23 | EVT-013-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-28 | EVT-013-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-03 | EVT-013-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-08 | EVT-013-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-13 | EVT-013-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-18 | EVT-013-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-23 | EVT-013-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-28 | EVT-013-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-02 | EVT-013-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-07 | EVT-013-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-12 | EVT-013-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-17 | EVT-013-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-22 | EVT-013-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-27 | EVT-013-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-01 | EVT-013-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-06 | EVT-013-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-11 | EVT-013-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-16 | EVT-013-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-21 | EVT-013-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-26 | EVT-013-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-01 | EVT-013-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-06 | EVT-013-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-11 | EVT-013-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-16 | EVT-013-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-21 | EVT-013-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-26 | EVT-013-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-31 | EVT-013-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-11&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/056_sbp-013-08_07_owner_roster.md b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/056_sbp-013-08_07_owner_roster.md
new file mode 100644
index 0000000000000000000000000000000000000000..8f104726450da902646deb14bbb784777d504033
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/07_owner_roster/056_sbp-013-08_07_owner_roster.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB013000007",
+    "salesforce_opportunity_id": "006SB013000007",
+    "hubspot_company_id": "8001310007",
+    "hubspot_deal_id": "8001320007",
+    "gong_evidence_id": "GE-013-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "07_owner_roster",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Harbor Labs",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2228138,
+    "stage": "Proposal",
+    "close_date": "2026-10-31",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-013-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-25 | EVT-013-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-013-056-3 | buyer | security review remains seller-owned",
+      "2026-06-04 | EVT-013-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-013-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-013-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-013-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-013-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-013-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-013-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-013-056-11 | buyer | security review remains seller-owned",
+      "2026-07-14 | EVT-013-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-013-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-013-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-013-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-013-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-013-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-013-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-013-056-19 | buyer | security review remains seller-owned",
+      "2026-08-23 | EVT-013-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-013-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-013-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-013-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-013-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-013-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-013-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-013-056-27 | buyer | security review remains seller-owned",
+      "2026-10-02 | EVT-013-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-013-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-013-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-013-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-013-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-013-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-013-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/057_sbp-013-09_08_slippage.md b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/057_sbp-013-09_08_slippage.md
new file mode 100644
index 0000000000000000000000000000000000000000..5d6d77f8b288232adb0bb7a94768f8c0c31d2806
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/057_sbp-013-09_08_slippage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB013000008",
+    "salesforce_opportunity_id": "006SB013000008",
+    "hubspot_company_id": "8001310008",
+    "hubspot_deal_id": "8001320008",
+    "gong_evidence_id": "GE-013-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "08_slippage",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Indigo Industries",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2365251,
+    "stage": "Qualification",
+    "close_date": "2026-11-07",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-013-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-013-057-2 | seller | security review remains seller-owned",
+      "2026-05-31 | EVT-013-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-013-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-013-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-013-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-013-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-013-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-013-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-013-057-10 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-013-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-013-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-013-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-013-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-013-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-013-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-013-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-013-057-18 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-013-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-013-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-013-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-013-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-013-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-013-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-013-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-013-057-26 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-013-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-013-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-013-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-013-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-013-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-013-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-013-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-013-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/058_sbp-013-10_08_slippage.txt b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/058_sbp-013-10_08_slippage.txt
new file mode 100644
index 0000000000000000000000000000000000000000..b172e66ebf36431f26234299e6863e88cb8101a6
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/058_sbp-013-10_08_slippage.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB013000009",
+    "salesforce_opportunity_id": "006SB013000009",
+    "hubspot_company_id": "8001310009",
+    "hubspot_deal_id": "8001320009",
+    "gong_evidence_id": "GE-013-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "08_slippage",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Juniper Collective",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2502364,
+    "stage": "Proposal",
+    "close_date": "2026-11-14",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-013-058-1 | buyer | security review remains seller-owned",
+      "2026-05-27 | EVT-013-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-013-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-013-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-013-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-013-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-013-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-013-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-013-058-9 | buyer | security review remains seller-owned",
+      "2026-07-06 | EVT-013-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-013-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-013-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-013-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-013-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-013-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-013-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-013-058-17 | buyer | security review remains seller-owned",
+      "2026-08-15 | EVT-013-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-013-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-013-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-013-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-013-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-013-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-013-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-013-058-25 | buyer | security review remains seller-owned",
+      "2026-09-24 | EVT-013-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-013-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-013-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-013-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-013-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-013-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-013-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-013-058-33 | buyer | security review remains seller-owned",
+      "2026-11-03 | EVT-013-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/059_sbp-013-11_08_slippage.json b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/059_sbp-013-11_08_slippage.json
new file mode 100644
index 0000000000000000000000000000000000000000..4fa2ff46291012fea2f6d4e5f7517be27a79b8b6
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/059_sbp-013-11_08_slippage.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2639477,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-11-21",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Works",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-15",
+    "decision_code": "HOLD-013-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-23 | EVT-013-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-013-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-013-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-013-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-013-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-013-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-013-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-013-059-8 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-013-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-013-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-013-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-013-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-013-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-013-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-013-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-013-059-16 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-013-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-013-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-013-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-013-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-013-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-013-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-013-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-013-059-24 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-013-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-013-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-013-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-013-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-013-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-013-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-013-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-013-059-32 | seller | security review remains seller-owned",
+      "2026-10-30 | EVT-013-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-013-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Works",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "08_slippage",
+    "gong_evidence_id": "GE-013-11",
+    "hubspot_company_id": "8001310010",
+    "hubspot_deal_id": "8001320010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-11",
+    "salesforce_account_id": "001SB013000010",
+    "salesforce_opportunity_id": "006SB013000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/060_sbp-013-12_08_slippage.csv b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/060_sbp-013-12_08_slippage.csv
new file mode 100644
index 0000000000000000000000000000000000000000..57f98fd9b058cf2e8818b0671edc4dff10d4133b
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/060_sbp-013-12_08_slippage.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB013000011"""
+record_control,salesforce_opportunity_id,"""006SB013000011"""
+record_control,hubspot_company_id,"""8001310011"""
+record_control,hubspot_deal_id,"""8001320011"""
+record_control,gong_evidence_id,"""GE-013-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""08_slippage"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,2776590
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-28"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-24 | EVT-013-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-29 | EVT-013-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-03 | EVT-013-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-08 | EVT-013-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-13 | EVT-013-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-18 | EVT-013-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-23 | EVT-013-060-7 | buyer | security review remains seller-owned"", ""2026-06-28 | EVT-013-060-8 | seller | champion requested a revised mutual action plan"", ""2026-07-03 | EVT-013-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-08 | EVT-013-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-13 | EVT-013-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-18 | EVT-013-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-23 | EVT-013-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-28 | EVT-013-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-02 | EVT-013-060-15 | buyer | security review remains seller-owned"", ""2026-08-07 | EVT-013-060-16 | seller | champion requested a revised mutual action plan"", ""2026-08-12 | EVT-013-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-17 | EVT-013-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-22 | EVT-013-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-27 | EVT-013-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-01 | EVT-013-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-06 | EVT-013-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-11 | EVT-013-060-23 | buyer | security review remains seller-owned"", ""2026-09-16 | EVT-013-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-21 | EVT-013-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-26 | EVT-013-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-01 | EVT-013-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-06 | EVT-013-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-11 | EVT-013-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-16 | EVT-013-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-21 | EVT-013-060-31 | buyer | security review remains seller-owned"", ""2026-10-26 | EVT-013-060-32 | seller | champion requested a revised mutual action plan"", ""2026-10-31 | EVT-013-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-05 | EVT-013-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00TSB013000011"""
+decision,authorized_field,"""Status"""
+decision,current_value,"""Deferred"""
+decision,required_value,"""Not Started"""
+decision,reason,"""SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-16"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/061_sbp-013-13_08_slippage.eml b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/061_sbp-013-13_08_slippage.eml
new file mode 100644
index 0000000000000000000000000000000000000000..e6e2b39087ff5b46a70abbdf90822fa2c7cd71d2
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/061_sbp-013-13_08_slippage.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-13 / 08_slippage
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB013000012",
+    "salesforce_opportunity_id": "006SB013000012",
+    "hubspot_company_id": "8001310012",
+    "hubspot_deal_id": "8001320012",
+    "gong_evidence_id": "GE-013-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "08_slippage",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Meridian Services",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2913703,
+    "stage": "Qualification",
+    "close_date": "2026-12-05",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-013-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-013-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-013-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-013-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-013-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-013-061-6 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-013-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-013-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-013-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-013-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-013-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-013-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-013-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-013-061-14 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-013-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-013-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-013-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-013-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-013-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-013-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-013-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-013-061-22 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-013-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-013-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-013-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-013-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-013-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-013-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-013-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-013-061-30 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-013-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-013-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-013-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-013-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340012",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/062_sbp-013-14_08_slippage.xml b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/062_sbp-013-14_08_slippage.xml
new file mode 100644
index 0000000000000000000000000000000000000000..481857a7dccf5f9422f3e457fa0375bea01a941c
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/062_sbp-013-14_08_slippage.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB013000013",
+  "salesforce_opportunity_id": "006SB013000013",
+  "hubspot_company_id": "8001310013",
+  "hubspot_deal_id": "8001320013",
+  "gong_evidence_id": "GE-013-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "08_slippage",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 3050816,
+  "stage": "Proposal",
+  "close_date": "2026-12-12",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-26 | EVT-013-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-31 | EVT-013-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-05 | EVT-013-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-10 | EVT-013-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-15 | EVT-013-062-5 | buyer | security review remains seller-owned",
+    "2026-06-20 | EVT-013-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-25 | EVT-013-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-30 | EVT-013-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-05 | EVT-013-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-10 | EVT-013-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-15 | EVT-013-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-20 | EVT-013-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-25 | EVT-013-062-13 | buyer | security review remains seller-owned",
+    "2026-07-30 | EVT-013-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-04 | EVT-013-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-09 | EVT-013-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-14 | EVT-013-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-19 | EVT-013-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-24 | EVT-013-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-29 | EVT-013-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-03 | EVT-013-062-21 | buyer | security review remains seller-owned",
+    "2026-09-08 | EVT-013-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-13 | EVT-013-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-18 | EVT-013-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-23 | EVT-013-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-28 | EVT-013-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-03 | EVT-013-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-08 | EVT-013-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-13 | EVT-013-062-29 | buyer | security review remains seller-owned",
+    "2026-10-18 | EVT-013-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-23 | EVT-013-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-28 | EVT-013-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-02 | EVT-013-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-07 | EVT-013-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-013-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB013000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/063_sbp-013-15_08_slippage.html b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/063_sbp-013-15_08_slippage.html
new file mode 100644
index 0000000000000000000000000000000000000000..bdb0a735e213b121987ee3d58412a29fb746e94e
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/063_sbp-013-15_08_slippage.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;08_slippage&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 3187929,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-09-02&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-27 | EVT-013-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-01 | EVT-013-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-06 | EVT-013-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-11 | EVT-013-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-16 | EVT-013-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-21 | EVT-013-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-26 | EVT-013-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-01 | EVT-013-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-06 | EVT-013-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-11 | EVT-013-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-16 | EVT-013-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-21 | EVT-013-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-26 | EVT-013-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-31 | EVT-013-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-05 | EVT-013-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-10 | EVT-013-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-15 | EVT-013-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-20 | EVT-013-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-25 | EVT-013-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-30 | EVT-013-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-04 | EVT-013-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-09 | EVT-013-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-14 | EVT-013-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-19 | EVT-013-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-24 | EVT-013-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-29 | EVT-013-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-04 | EVT-013-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-09 | EVT-013-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-14 | EVT-013-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-19 | EVT-013-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-24 | EVT-013-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-29 | EVT-013-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-03 | EVT-013-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-08 | EVT-013-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-13&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/064_sbp-013-16_08_slippage.md b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/064_sbp-013-16_08_slippage.md
new file mode 100644
index 0000000000000000000000000000000000000000..016530382e90536bad0741a03ababc788f005ab1
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/08_slippage/064_sbp-013-16_08_slippage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB013000015",
+    "salesforce_opportunity_id": "006SB013000015",
+    "hubspot_company_id": "8001310015",
+    "hubspot_deal_id": "8001320015",
+    "gong_evidence_id": "GE-013-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "08_slippage",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 3325042,
+    "stage": "Proposal",
+    "close_date": "2026-09-09",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-013-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-013-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-013-064-3 | buyer | security review remains seller-owned",
+      "2026-06-12 | EVT-013-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-013-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-013-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-013-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-013-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-013-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-013-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-013-064-11 | buyer | security review remains seller-owned",
+      "2026-07-22 | EVT-013-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-013-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-013-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-013-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-013-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-013-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-013-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-013-064-19 | buyer | security review remains seller-owned",
+      "2026-08-31 | EVT-013-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-013-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-013-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-013-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-013-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-013-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-013-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-013-064-27 | buyer | security review remains seller-owned",
+      "2026-10-10 | EVT-013-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-013-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-013-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-013-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-013-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-013-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-013-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/065_sbp-013-01_09_support_risks.md b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/065_sbp-013-01_09_support_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..6042cf629af9860c51094bf662c86452d188e072
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/065_sbp-013-01_09_support_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB013000000",
+    "salesforce_opportunity_id": "006SB013000000",
+    "hubspot_company_id": "8001310000",
+    "hubspot_deal_id": "8001320000",
+    "gong_evidence_id": "GE-013-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "09_support_risks",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Alder Platform",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1268347,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-013-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-013-065-2 | seller | security review remains seller-owned",
+      "2026-06-08 | EVT-013-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-013-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-013-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-013-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-013-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-013-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-013-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-013-065-10 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-013-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-013-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-013-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-013-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-013-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-013-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-013-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-013-065-18 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-013-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-013-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-013-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-013-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-013-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-013-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-013-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-013-065-26 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-013-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-013-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-013-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-013-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-013-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-013-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-013-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-013-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/066_sbp-013-02_09_support_risks.txt b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/066_sbp-013-02_09_support_risks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3f6e8fc62fdceb0c0ac31a223413134ff6500d3e
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/066_sbp-013-02_09_support_risks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB013000001",
+    "salesforce_opportunity_id": "006SB013000001",
+    "hubspot_company_id": "8001310001",
+    "hubspot_deal_id": "8001320001",
+    "gong_evidence_id": "GE-013-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "09_support_risks",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1405460,
+    "stage": "Proposal",
+    "close_date": "2026-09-19",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-013-066-1 | buyer | security review remains seller-owned",
+      "2026-06-04 | EVT-013-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-013-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-013-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-013-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-013-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-013-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-013-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-013-066-9 | buyer | security review remains seller-owned",
+      "2026-07-14 | EVT-013-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-013-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-013-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-013-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-013-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-013-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-013-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-013-066-17 | buyer | security review remains seller-owned",
+      "2026-08-23 | EVT-013-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-013-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-013-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-013-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-013-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-013-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-013-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-013-066-25 | buyer | security review remains seller-owned",
+      "2026-10-02 | EVT-013-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-013-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-013-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-013-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-013-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-013-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-013-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-013-066-33 | buyer | security review remains seller-owned",
+      "2026-11-11 | EVT-013-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/067_sbp-013-03_09_support_risks.json b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/067_sbp-013-03_09_support_risks.json
new file mode 100644
index 0000000000000000000000000000000000000000..efe04a623931edba15be866d8988dfa58a4b86b7
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/067_sbp-013-03_09_support_risks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1542573,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-09-26",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Group",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "Status",
+    "authorized_record_id": "00TSB013000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-013-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-31 | EVT-013-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-013-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-013-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-013-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-013-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-013-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-013-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-013-067-8 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-013-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-013-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-013-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-013-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-013-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-013-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-013-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-013-067-16 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-013-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-013-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-013-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-013-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-013-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-013-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-013-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-013-067-24 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-013-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-013-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-013-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-013-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-013-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-013-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-013-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-013-067-32 | seller | security review remains seller-owned",
+      "2026-11-07 | EVT-013-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-12 | EVT-013-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Group",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "09_support_risks",
+    "gong_evidence_id": "GE-013-03",
+    "hubspot_company_id": "8001310002",
+    "hubspot_deal_id": "8001320002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-03",
+    "salesforce_account_id": "001SB013000002",
+    "salesforce_opportunity_id": "006SB013000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/068_sbp-013-04_09_support_risks.csv b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/068_sbp-013-04_09_support_risks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..de0d9827084496ec24c9177343b0a366bd04075f
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/068_sbp-013-04_09_support_risks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB013000003"""
+record_control,salesforce_opportunity_id,"""006SB013000003"""
+record_control,hubspot_company_id,"""8001310003"""
+record_control,hubspot_deal_id,"""8001320003"""
+record_control,gong_evidence_id,"""GE-013-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""09_support_risks"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,1679686
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-10-03"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-01 | EVT-013-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-06 | EVT-013-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-11 | EVT-013-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-16 | EVT-013-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-21 | EVT-013-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-26 | EVT-013-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-01 | EVT-013-068-7 | buyer | security review remains seller-owned"", ""2026-07-06 | EVT-013-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-11 | EVT-013-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-16 | EVT-013-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-21 | EVT-013-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-26 | EVT-013-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-31 | EVT-013-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-05 | EVT-013-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-10 | EVT-013-068-15 | buyer | security review remains seller-owned"", ""2026-08-15 | EVT-013-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-20 | EVT-013-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-25 | EVT-013-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-30 | EVT-013-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-04 | EVT-013-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-09 | EVT-013-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-14 | EVT-013-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-19 | EVT-013-068-23 | buyer | security review remains seller-owned"", ""2026-09-24 | EVT-013-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-29 | EVT-013-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-04 | EVT-013-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-09 | EVT-013-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-14 | EVT-013-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-19 | EVT-013-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-24 | EVT-013-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-29 | EVT-013-068-31 | buyer | security review remains seller-owned"", ""2026-11-03 | EVT-013-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-08 | EVT-013-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-13 | EVT-013-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001340003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-14"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/069_sbp-013-05_09_support_risks.eml b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/069_sbp-013-05_09_support_risks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..6e8e93391c6384cb4cc8ce3a7b2701ad4b0b19bd
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/069_sbp-013-05_09_support_risks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-05 / 09_support_risks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB013000004",
+    "salesforce_opportunity_id": "006SB013000004",
+    "hubspot_company_id": "8001310004",
+    "hubspot_deal_id": "8001320004",
+    "gong_evidence_id": "GE-013-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "09_support_risks",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1816799,
+    "stage": "Qualification",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-013-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-013-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-013-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-013-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-013-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-013-069-6 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-013-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-013-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-013-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-013-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-013-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-013-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-013-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-013-069-14 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-013-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-013-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-013-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-013-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-013-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-013-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-013-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-013-069-22 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-013-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-013-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-013-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-013-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-013-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-013-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-013-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-013-069-30 | seller | security review remains seller-owned",
+      "2026-10-30 | EVT-013-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-013-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-013-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-013-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/070_sbp-013-06_09_support_risks.xml b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/070_sbp-013-06_09_support_risks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..9547612b9cbcc10dc78f90c1524ca43ebf954696
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/070_sbp-013-06_09_support_risks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB013000005",
+  "salesforce_opportunity_id": "006SB013000005",
+  "hubspot_company_id": "8001310005",
+  "hubspot_deal_id": "8001320005",
+  "gong_evidence_id": "GE-013-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "09_support_risks",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 1953912,
+  "stage": "Proposal",
+  "close_date": "2026-10-17",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-03 | EVT-013-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-08 | EVT-013-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-13 | EVT-013-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-18 | EVT-013-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-23 | EVT-013-070-5 | buyer | security review remains seller-owned",
+    "2026-06-28 | EVT-013-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-03 | EVT-013-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-08 | EVT-013-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-13 | EVT-013-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-18 | EVT-013-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-23 | EVT-013-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-28 | EVT-013-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-02 | EVT-013-070-13 | buyer | security review remains seller-owned",
+    "2026-08-07 | EVT-013-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-12 | EVT-013-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-17 | EVT-013-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-22 | EVT-013-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-27 | EVT-013-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-01 | EVT-013-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-06 | EVT-013-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-11 | EVT-013-070-21 | buyer | security review remains seller-owned",
+    "2026-09-16 | EVT-013-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-21 | EVT-013-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-26 | EVT-013-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-01 | EVT-013-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-06 | EVT-013-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-11 | EVT-013-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-16 | EVT-013-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-21 | EVT-013-070-29 | buyer | security review remains seller-owned",
+    "2026-10-26 | EVT-013-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-31 | EVT-013-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-05 | EVT-013-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-10 | EVT-013-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-15 | EVT-013-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-013-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-013-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/071_sbp-013-07_09_support_risks.html b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/071_sbp-013-07_09_support_risks.html
new file mode 100644
index 0000000000000000000000000000000000000000..538b4bbf40acc814b14382b975259c47a6b36da4
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/071_sbp-013-07_09_support_risks.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;09_support_risks&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 2091025,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-24&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-04 | EVT-013-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-09 | EVT-013-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-14 | EVT-013-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-19 | EVT-013-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-24 | EVT-013-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-29 | EVT-013-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-04 | EVT-013-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-09 | EVT-013-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-14 | EVT-013-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-19 | EVT-013-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-24 | EVT-013-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-29 | EVT-013-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-03 | EVT-013-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-08 | EVT-013-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-13 | EVT-013-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-18 | EVT-013-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-23 | EVT-013-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-28 | EVT-013-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-02 | EVT-013-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-07 | EVT-013-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-12 | EVT-013-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-17 | EVT-013-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-22 | EVT-013-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-27 | EVT-013-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-02 | EVT-013-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-07 | EVT-013-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-12 | EVT-013-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-17 | EVT-013-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-22 | EVT-013-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-27 | EVT-013-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-01 | EVT-013-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-06 | EVT-013-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-11 | EVT-013-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-16 | EVT-013-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-11&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/072_sbp-013-08_09_support_risks.md b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/072_sbp-013-08_09_support_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..25d66382fa69712d3c72be8c27c41d64d949c7d8
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/09_support_risks/072_sbp-013-08_09_support_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB013000007",
+    "salesforce_opportunity_id": "006SB013000007",
+    "hubspot_company_id": "8001310007",
+    "hubspot_deal_id": "8001320007",
+    "gong_evidence_id": "GE-013-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "09_support_risks",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Harbor Labs",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2228138,
+    "stage": "Proposal",
+    "close_date": "2026-10-31",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-013-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-013-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-013-072-3 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-013-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-013-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-013-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-013-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-013-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-013-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-013-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-013-072-11 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-013-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-013-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-013-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-013-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-013-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-013-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-013-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-013-072-19 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-013-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-013-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-013-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-013-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-013-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-013-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-013-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-013-072-27 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-013-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-013-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-013-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-013-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-013-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-013-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-013-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/073_sbp-013-09_10_playbooks.md b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/073_sbp-013-09_10_playbooks.md
new file mode 100644
index 0000000000000000000000000000000000000000..63644af5e756e97edef2a06306543ef383074522
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/073_sbp-013-09_10_playbooks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB013000008",
+    "salesforce_opportunity_id": "006SB013000008",
+    "hubspot_company_id": "8001310008",
+    "hubspot_deal_id": "8001320008",
+    "gong_evidence_id": "GE-013-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "10_playbooks",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Indigo Industries",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2365251,
+    "stage": "Qualification",
+    "close_date": "2026-11-07",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-013-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-013-073-2 | seller | security review remains seller-owned",
+      "2026-06-16 | EVT-013-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-013-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-013-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-013-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-013-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-013-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-013-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-013-073-10 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-013-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-013-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-013-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-013-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-013-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-013-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-013-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-013-073-18 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-013-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-013-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-013-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-013-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-013-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-013-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-013-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-013-073-26 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-013-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-013-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-013-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-013-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-013-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-013-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-013-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-013-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/074_sbp-013-10_10_playbooks.txt b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/074_sbp-013-10_10_playbooks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..4478e391c2834e0e34fe6302e018883475244015
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/074_sbp-013-10_10_playbooks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB013000009",
+    "salesforce_opportunity_id": "006SB013000009",
+    "hubspot_company_id": "8001310009",
+    "hubspot_deal_id": "8001320009",
+    "gong_evidence_id": "GE-013-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "10_playbooks",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Juniper Collective",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2502364,
+    "stage": "Proposal",
+    "close_date": "2026-11-14",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-013-074-1 | buyer | security review remains seller-owned",
+      "2026-06-12 | EVT-013-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-013-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-013-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-013-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-013-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-013-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-013-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-013-074-9 | buyer | security review remains seller-owned",
+      "2026-07-22 | EVT-013-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-013-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-013-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-013-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-013-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-013-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-013-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-013-074-17 | buyer | security review remains seller-owned",
+      "2026-08-31 | EVT-013-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-013-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-013-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-013-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-013-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-013-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-013-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-013-074-25 | buyer | security review remains seller-owned",
+      "2026-10-10 | EVT-013-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-013-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-013-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-013-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-013-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-013-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-013-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-013-074-33 | buyer | security review remains seller-owned",
+      "2026-11-19 | EVT-013-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/075_sbp-013-11_10_playbooks.json b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/075_sbp-013-11_10_playbooks.json
new file mode 100644
index 0000000000000000000000000000000000000000..405b2c278c13f6b6a42f223595b80c2af932e2f7
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/075_sbp-013-11_10_playbooks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2639477,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-11-21",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Works",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-15",
+    "decision_code": "HOLD-013-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-08 | EVT-013-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-013-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-013-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-013-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-013-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-013-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-013-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-013-075-8 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-013-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-013-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-013-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-013-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-013-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-013-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-013-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-013-075-16 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-013-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-013-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-013-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-013-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-013-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-013-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-013-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-013-075-24 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-013-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-013-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-013-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-013-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-013-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-013-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-013-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-013-075-32 | seller | security review remains seller-owned",
+      "2026-11-15 | EVT-013-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-20 | EVT-013-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Works",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "10_playbooks",
+    "gong_evidence_id": "GE-013-11",
+    "hubspot_company_id": "8001310010",
+    "hubspot_deal_id": "8001320010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-11",
+    "salesforce_account_id": "001SB013000010",
+    "salesforce_opportunity_id": "006SB013000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/076_sbp-013-12_10_playbooks.csv b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/076_sbp-013-12_10_playbooks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..482ccb3db87627eeffbafed5ced8f716d756af38
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/076_sbp-013-12_10_playbooks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB013000011"""
+record_control,salesforce_opportunity_id,"""006SB013000011"""
+record_control,hubspot_company_id,"""8001310011"""
+record_control,hubspot_deal_id,"""8001320011"""
+record_control,gong_evidence_id,"""GE-013-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""10_playbooks"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,2776590
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-28"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-09 | EVT-013-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-14 | EVT-013-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-19 | EVT-013-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-24 | EVT-013-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-29 | EVT-013-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-04 | EVT-013-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-09 | EVT-013-076-7 | buyer | security review remains seller-owned"", ""2026-07-14 | EVT-013-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-19 | EVT-013-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-24 | EVT-013-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-29 | EVT-013-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-03 | EVT-013-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-08 | EVT-013-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-13 | EVT-013-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-18 | EVT-013-076-15 | buyer | security review remains seller-owned"", ""2026-08-23 | EVT-013-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-28 | EVT-013-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-02 | EVT-013-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-07 | EVT-013-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-12 | EVT-013-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-17 | EVT-013-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-22 | EVT-013-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-27 | EVT-013-076-23 | buyer | security review remains seller-owned"", ""2026-10-02 | EVT-013-076-24 | seller | champion requested a revised mutual action plan"", ""2026-10-07 | EVT-013-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-12 | EVT-013-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-17 | EVT-013-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-22 | EVT-013-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-27 | EVT-013-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-01 | EVT-013-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-06 | EVT-013-076-31 | buyer | security review remains seller-owned"", ""2026-11-11 | EVT-013-076-32 | seller | champion requested a revised mutual action plan"", ""2026-11-16 | EVT-013-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-21 | EVT-013-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00TSB013000011"""
+decision,authorized_field,"""Status"""
+decision,current_value,"""Deferred"""
+decision,required_value,"""Not Started"""
+decision,reason,"""SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-16"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/077_sbp-013-13_10_playbooks.eml b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/077_sbp-013-13_10_playbooks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c8d49880b4ad0b26091523f2c1f16b3c4036359d
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/077_sbp-013-13_10_playbooks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-13 / 10_playbooks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB013000012",
+    "salesforce_opportunity_id": "006SB013000012",
+    "hubspot_company_id": "8001310012",
+    "hubspot_deal_id": "8001320012",
+    "gong_evidence_id": "GE-013-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "10_playbooks",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Meridian Services",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2913703,
+    "stage": "Qualification",
+    "close_date": "2026-12-05",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-10 | EVT-013-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-013-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-013-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-013-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-013-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-013-077-6 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-013-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-013-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-013-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-013-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-013-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-013-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-013-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-013-077-14 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-013-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-013-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-013-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-013-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-013-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-013-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-013-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-013-077-22 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-013-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-013-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-013-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-013-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-013-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-013-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-013-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-013-077-30 | seller | security review remains seller-owned",
+      "2026-11-07 | EVT-013-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-12 | EVT-013-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-17 | EVT-013-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-22 | EVT-013-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340012",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/078_sbp-013-14_10_playbooks.xml b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/078_sbp-013-14_10_playbooks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..59b39dc4d02cd129d9bb3a6414155e8b366baeda
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/078_sbp-013-14_10_playbooks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB013000013",
+  "salesforce_opportunity_id": "006SB013000013",
+  "hubspot_company_id": "8001310013",
+  "hubspot_deal_id": "8001320013",
+  "gong_evidence_id": "GE-013-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "10_playbooks",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 3050816,
+  "stage": "Proposal",
+  "close_date": "2026-12-12",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-11 | EVT-013-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-16 | EVT-013-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-21 | EVT-013-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-26 | EVT-013-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-01 | EVT-013-078-5 | buyer | security review remains seller-owned",
+    "2026-07-06 | EVT-013-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-11 | EVT-013-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-16 | EVT-013-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-21 | EVT-013-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-26 | EVT-013-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-31 | EVT-013-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-05 | EVT-013-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-10 | EVT-013-078-13 | buyer | security review remains seller-owned",
+    "2026-08-15 | EVT-013-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-20 | EVT-013-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-25 | EVT-013-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-30 | EVT-013-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-04 | EVT-013-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-09 | EVT-013-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-14 | EVT-013-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-19 | EVT-013-078-21 | buyer | security review remains seller-owned",
+    "2026-09-24 | EVT-013-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-29 | EVT-013-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-04 | EVT-013-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-09 | EVT-013-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-14 | EVT-013-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-19 | EVT-013-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-24 | EVT-013-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-29 | EVT-013-078-29 | buyer | security review remains seller-owned",
+    "2026-11-03 | EVT-013-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-08 | EVT-013-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-13 | EVT-013-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-18 | EVT-013-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-23 | EVT-013-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-013-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB013000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/079_sbp-013-15_10_playbooks.html b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/079_sbp-013-15_10_playbooks.html
new file mode 100644
index 0000000000000000000000000000000000000000..a88da0d0480f57eeeab1db451fa30d8ba9b08f88
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/079_sbp-013-15_10_playbooks.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;10_playbooks&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 3187929,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-09-02&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-12 | EVT-013-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-17 | EVT-013-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-22 | EVT-013-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-27 | EVT-013-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-02 | EVT-013-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-07 | EVT-013-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-12 | EVT-013-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-17 | EVT-013-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-22 | EVT-013-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-27 | EVT-013-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-01 | EVT-013-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-06 | EVT-013-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-11 | EVT-013-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-16 | EVT-013-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-21 | EVT-013-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-26 | EVT-013-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-31 | EVT-013-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-05 | EVT-013-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-10 | EVT-013-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-15 | EVT-013-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-20 | EVT-013-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-25 | EVT-013-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-30 | EVT-013-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-05 | EVT-013-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-10 | EVT-013-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-15 | EVT-013-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-20 | EVT-013-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-25 | EVT-013-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-30 | EVT-013-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-04 | EVT-013-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-09 | EVT-013-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-14 | EVT-013-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-19 | EVT-013-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-24 | EVT-013-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-13&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/080_sbp-013-16_10_playbooks.md b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/080_sbp-013-16_10_playbooks.md
new file mode 100644
index 0000000000000000000000000000000000000000..0385f8e29549a553197a38f6b68137077b08710a
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/10_playbooks/080_sbp-013-16_10_playbooks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB013000015",
+    "salesforce_opportunity_id": "006SB013000015",
+    "hubspot_company_id": "8001310015",
+    "hubspot_deal_id": "8001320015",
+    "gong_evidence_id": "GE-013-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "10_playbooks",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 3325042,
+    "stage": "Proposal",
+    "close_date": "2026-09-09",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-013-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-013-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-013-080-3 | buyer | security review remains seller-owned",
+      "2026-06-28 | EVT-013-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-013-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-013-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-013-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-013-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-013-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-013-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-013-080-11 | buyer | security review remains seller-owned",
+      "2026-08-07 | EVT-013-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-013-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-013-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-013-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-013-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-013-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-013-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-013-080-19 | buyer | security review remains seller-owned",
+      "2026-09-16 | EVT-013-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-013-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-013-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-013-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-013-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-013-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-013-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-013-080-27 | buyer | security review remains seller-owned",
+      "2026-10-26 | EVT-013-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-013-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-013-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-013-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-15 | EVT-013-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-20 | EVT-013-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-25 | EVT-013-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/081_sbp-013-01_11_exclusions.md b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/081_sbp-013-01_11_exclusions.md
new file mode 100644
index 0000000000000000000000000000000000000000..64593723c5fe01bb65dafb3e0013158912ec3372
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/081_sbp-013-01_11_exclusions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-01",
+    "account_name": "Alder Platform",
+    "salesforce_account_id": "001SB013000000",
+    "salesforce_opportunity_id": "006SB013000000",
+    "hubspot_company_id": "8001310000",
+    "hubspot_deal_id": "8001320000",
+    "gong_evidence_id": "GE-013-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "11_exclusions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Alder Platform",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1268347,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-013-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-013-081-2 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-013-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-013-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-013-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-013-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-013-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-013-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-013-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-013-081-10 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-013-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-013-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-013-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-013-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-013-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-013-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-013-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-013-081-18 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-013-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-013-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-013-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-013-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-013-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-013-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-013-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-013-081-26 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-013-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-013-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-013-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-013-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-013-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-013-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-013-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-26 | EVT-013-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/082_sbp-013-02_11_exclusions.txt b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/082_sbp-013-02_11_exclusions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..291ad3de9e2f6cc7d20fa6630003576acc3cfc43
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/082_sbp-013-02_11_exclusions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-02",
+    "account_name": "Beacon Corporation",
+    "salesforce_account_id": "001SB013000001",
+    "salesforce_opportunity_id": "006SB013000001",
+    "hubspot_company_id": "8001310001",
+    "hubspot_deal_id": "8001320001",
+    "gong_evidence_id": "GE-013-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "11_exclusions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Beacon Corporation",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1405460,
+    "stage": "Proposal",
+    "close_date": "2026-09-19",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-013-082-1 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-013-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-013-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-013-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-013-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-013-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-013-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-013-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-013-082-9 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-013-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-013-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-013-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-013-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-013-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-013-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-013-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-013-082-17 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-013-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-013-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-013-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-013-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-013-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-013-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-013-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-013-082-25 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-013-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-013-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-013-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-013-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-013-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-013-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-013-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-22 | EVT-013-082-33 | buyer | security review remains seller-owned",
+      "2026-11-27 | EVT-013-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/083_sbp-013-03_11_exclusions.json b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/083_sbp-013-03_11_exclusions.json
new file mode 100644
index 0000000000000000000000000000000000000000..8045f3c69294c41b790b5c3d33229b2c8050c5c1
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/083_sbp-013-03_11_exclusions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1542573,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-09-26",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Group",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "Status",
+    "authorized_record_id": "00TSB013000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-013-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-16 | EVT-013-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-013-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-013-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-013-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-013-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-013-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-013-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-013-083-8 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-013-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-013-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-013-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-013-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-013-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-013-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-013-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-013-083-16 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-013-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-013-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-013-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-013-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-013-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-013-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-013-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-013-083-24 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-013-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-013-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-013-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-013-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-013-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-013-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-013-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-013-083-32 | seller | security review remains seller-owned",
+      "2026-11-23 | EVT-013-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-28 | EVT-013-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Group",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "11_exclusions",
+    "gong_evidence_id": "GE-013-03",
+    "hubspot_company_id": "8001310002",
+    "hubspot_deal_id": "8001320002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-03",
+    "salesforce_account_id": "001SB013000002",
+    "salesforce_opportunity_id": "006SB013000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/084_sbp-013-04_11_exclusions.csv b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/084_sbp-013-04_11_exclusions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..bb0c241b7e67e231d671461c37f779c200dc936c
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/084_sbp-013-04_11_exclusions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-04"""
+record_control,account_name,"""Dovetail Holdings"""
+record_control,salesforce_account_id,"""001SB013000003"""
+record_control,salesforce_opportunity_id,"""006SB013000003"""
+record_control,hubspot_company_id,"""8001310003"""
+record_control,hubspot_deal_id,"""8001320003"""
+record_control,gong_evidence_id,"""GE-013-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""11_exclusions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Dovetail Holdings"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,1679686
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-10-03"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-17 | EVT-013-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-22 | EVT-013-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-27 | EVT-013-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-02 | EVT-013-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-07 | EVT-013-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-12 | EVT-013-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-17 | EVT-013-084-7 | buyer | security review remains seller-owned"", ""2026-07-22 | EVT-013-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-27 | EVT-013-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-01 | EVT-013-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-06 | EVT-013-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-11 | EVT-013-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-16 | EVT-013-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-21 | EVT-013-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-26 | EVT-013-084-15 | buyer | security review remains seller-owned"", ""2026-08-31 | EVT-013-084-16 | seller | champion requested a revised mutual action plan"", ""2026-09-05 | EVT-013-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-10 | EVT-013-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-15 | EVT-013-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-20 | EVT-013-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-25 | EVT-013-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-30 | EVT-013-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-05 | EVT-013-084-23 | buyer | security review remains seller-owned"", ""2026-10-10 | EVT-013-084-24 | seller | champion requested a revised mutual action plan"", ""2026-10-15 | EVT-013-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-20 | EVT-013-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-25 | EVT-013-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-30 | EVT-013-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-04 | EVT-013-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-09 | EVT-013-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-14 | EVT-013-084-31 | buyer | security review remains seller-owned"", ""2026-11-19 | EVT-013-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-24 | EVT-013-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-29 | EVT-013-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001340003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-14"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/085_sbp-013-05_11_exclusions.eml b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/085_sbp-013-05_11_exclusions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..b18db71d4f3a76dcd22f89f485627d013cc7b439
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/085_sbp-013-05_11_exclusions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-05 / 11_exclusions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-05",
+    "account_name": "Evergreen Systems",
+    "salesforce_account_id": "001SB013000004",
+    "salesforce_opportunity_id": "006SB013000004",
+    "hubspot_company_id": "8001310004",
+    "hubspot_deal_id": "8001320004",
+    "gong_evidence_id": "GE-013-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "11_exclusions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Evergreen Systems",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 1816799,
+    "stage": "Qualification",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-013-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-013-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-013-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-013-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-013-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-013-085-6 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-013-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-013-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-013-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-013-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-013-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-013-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-013-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-013-085-14 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-013-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-013-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-013-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-013-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-013-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-013-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-013-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-013-085-22 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-013-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-013-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-013-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-013-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-013-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-013-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-013-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-013-085-30 | seller | security review remains seller-owned",
+      "2026-11-15 | EVT-013-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-20 | EVT-013-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-25 | EVT-013-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-30 | EVT-013-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/086_sbp-013-06_11_exclusions.xml b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/086_sbp-013-06_11_exclusions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0e973fb5866742e5873c4c4e572d2ee2306abb76
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/086_sbp-013-06_11_exclusions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-06",
+  "account_name": "Foxglove Partners",
+  "salesforce_account_id": "001SB013000005",
+  "salesforce_opportunity_id": "006SB013000005",
+  "hubspot_company_id": "8001310005",
+  "hubspot_deal_id": "8001320005",
+  "gong_evidence_id": "GE-013-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "11_exclusions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Foxglove Partners",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 1953912,
+  "stage": "Proposal",
+  "close_date": "2026-10-17",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-19 | EVT-013-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-24 | EVT-013-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-29 | EVT-013-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-04 | EVT-013-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-09 | EVT-013-086-5 | buyer | security review remains seller-owned",
+    "2026-07-14 | EVT-013-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-19 | EVT-013-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-24 | EVT-013-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-29 | EVT-013-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-03 | EVT-013-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-08 | EVT-013-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-13 | EVT-013-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-18 | EVT-013-086-13 | buyer | security review remains seller-owned",
+    "2026-08-23 | EVT-013-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-28 | EVT-013-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-09-02 | EVT-013-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-07 | EVT-013-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-12 | EVT-013-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-17 | EVT-013-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-22 | EVT-013-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-27 | EVT-013-086-21 | buyer | security review remains seller-owned",
+    "2026-10-02 | EVT-013-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-07 | EVT-013-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-12 | EVT-013-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-17 | EVT-013-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-22 | EVT-013-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-27 | EVT-013-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-11-01 | EVT-013-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-06 | EVT-013-086-29 | buyer | security review remains seller-owned",
+    "2026-11-11 | EVT-013-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-16 | EVT-013-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-21 | EVT-013-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-26 | EVT-013-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-12-01 | EVT-013-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-013-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-013-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/087_sbp-013-07_11_exclusions.html b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/087_sbp-013-07_11_exclusions.html
new file mode 100644
index 0000000000000000000000000000000000000000..8403375b376df44f64637e0559bf07f1d331b654
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/087_sbp-013-07_11_exclusions.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;11_exclusions&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Networks&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 2091025,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-10-24&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-01 | EVT-013-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-06 | EVT-013-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-11 | EVT-013-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-16 | EVT-013-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-21 | EVT-013-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-26 | EVT-013-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-05-31 | EVT-013-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-05 | EVT-013-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-10 | EVT-013-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-15 | EVT-013-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-20 | EVT-013-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-25 | EVT-013-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-30 | EVT-013-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-05 | EVT-013-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-10 | EVT-013-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-15 | EVT-013-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-20 | EVT-013-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-25 | EVT-013-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-30 | EVT-013-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-04 | EVT-013-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-09 | EVT-013-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-14 | EVT-013-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-19 | EVT-013-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-24 | EVT-013-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-29 | EVT-013-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-03 | EVT-013-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-08 | EVT-013-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-13 | EVT-013-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-18 | EVT-013-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-23 | EVT-013-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-28 | EVT-013-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-03 | EVT-013-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-08 | EVT-013-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-13 | EVT-013-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-11&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/088_sbp-013-08_11_exclusions.md b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/088_sbp-013-08_11_exclusions.md
new file mode 100644
index 0000000000000000000000000000000000000000..53ecaddcb54dc4bc5194fcd56205f92c327d9e5f
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/11_exclusions/088_sbp-013-08_11_exclusions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-08",
+    "account_name": "Harbor Labs",
+    "salesforce_account_id": "001SB013000007",
+    "salesforce_opportunity_id": "006SB013000007",
+    "hubspot_company_id": "8001310007",
+    "hubspot_deal_id": "8001320007",
+    "gong_evidence_id": "GE-013-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "11_exclusions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Harbor Labs",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2228138,
+    "stage": "Proposal",
+    "close_date": "2026-10-31",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-013-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-07 | EVT-013-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-12 | EVT-013-088-3 | buyer | security review remains seller-owned",
+      "2026-05-17 | EVT-013-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-013-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-013-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-013-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-013-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-013-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-013-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-013-088-11 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-013-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-013-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-013-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-013-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-013-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-013-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-013-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-013-088-19 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-013-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-013-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-013-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-013-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-013-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-013-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-013-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-013-088-27 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-013-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-013-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-013-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-013-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-013-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-013-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-013-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB013000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/089_sbp-013-09_12_deliverables.md b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/089_sbp-013-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..744b82034285cc83b15ccd423e49770f12bd7ca5
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/089_sbp-013-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-09",
+    "account_name": "Indigo Industries",
+    "salesforce_account_id": "001SB013000008",
+    "salesforce_opportunity_id": "006SB013000008",
+    "hubspot_company_id": "8001310008",
+    "hubspot_deal_id": "8001320008",
+    "gong_evidence_id": "GE-013-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Indigo Industries",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2365251,
+    "stage": "Qualification",
+    "close_date": "2026-11-07",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-013-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-013-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-08 | EVT-013-089-2 | seller | security review remains seller-owned",
+      "2026-05-13 | EVT-013-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-013-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-013-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-013-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-013-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-013-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-013-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-013-089-10 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-013-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-013-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-013-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-013-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-013-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-013-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-013-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-013-089-18 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-013-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-013-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-013-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-013-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-013-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-013-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-013-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-013-089-26 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-013-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-013-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-013-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-013-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-013-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-013-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-013-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-013-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/090_sbp-013-10_12_deliverables.txt b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/090_sbp-013-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..bc33d575f8a16ba3097f2ce7806ff7d6b7a249cd
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/090_sbp-013-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-10",
+    "account_name": "Juniper Collective",
+    "salesforce_account_id": "001SB013000009",
+    "salesforce_opportunity_id": "006SB013000009",
+    "hubspot_company_id": "8001310009",
+    "hubspot_deal_id": "8001320009",
+    "gong_evidence_id": "GE-013-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Juniper Collective",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2502364,
+    "stage": "Proposal",
+    "close_date": "2026-11-14",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-013-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-013-090-1 | buyer | security review remains seller-owned",
+      "2026-05-09 | EVT-013-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-14 | EVT-013-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-19 | EVT-013-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-013-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-013-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-013-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-013-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-013-090-9 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-013-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-013-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-013-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-013-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-013-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-013-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-013-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-013-090-17 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-013-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-013-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-013-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-013-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-013-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-013-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-013-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-013-090-25 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-013-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-013-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-013-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-013-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-013-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-013-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-013-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-013-090-33 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-013-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/091_sbp-013-11_12_deliverables.json b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/091_sbp-013-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..daa406232068a04582c31ee0515c1df219a5a84e
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/091_sbp-013-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2639477,
+    "benchmark_company": "Cinder Logistics",
+    "close_date": "2026-11-21",
+    "industry": "supply-chain software",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Works",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-15",
+    "decision_code": "HOLD-013-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-013-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-05 | EVT-013-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-10 | EVT-013-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-15 | EVT-013-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-20 | EVT-013-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-25 | EVT-013-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-30 | EVT-013-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-013-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-013-091-8 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-013-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-013-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-013-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-013-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-013-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-013-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-013-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-013-091-16 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-013-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-013-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-013-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-013-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-013-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-013-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-013-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-013-091-24 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-013-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-013-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-013-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-013-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-013-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-013-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-013-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-013-091-32 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-013-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-013-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-013-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Works",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-013-11",
+    "hubspot_company_id": "8001310010",
+    "hubspot_deal_id": "8001320010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-013-11",
+    "salesforce_account_id": "001SB013000010",
+    "salesforce_opportunity_id": "006SB013000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-013-cinder-manufacturing-slips"
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/092_sbp-013-12_12_deliverables.csv b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/092_sbp-013-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..fbc6e35702ebdf9d9e6901197ae298928f6a0787
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/092_sbp-013-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-013-cinder-manufacturing-slips"""
+record_control,portfolio_key,"""SBP-013-12"""
+record_control,account_name,"""Lantern Technologies"""
+record_control,salesforce_account_id,"""001SB013000011"""
+record_control,salesforce_opportunity_id,"""006SB013000011"""
+record_control,hubspot_company_id,"""8001310011"""
+record_control,hubspot_deal_id,"""8001320011"""
+record_control,gong_evidence_id,"""GE-013-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cinder Logistics"""
+business_context,portfolio_account,"""Lantern Technologies"""
+business_context,industry,"""supply-chain software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""EMEA Sales Director"""
+business_context,amount_usd,2776590
+business_context,stage,"""Proposal"""
+business_context,close_date,"""2026-11-28"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-013-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-06 | EVT-013-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-11 | EVT-013-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-16 | EVT-013-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-21 | EVT-013-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-26 | EVT-013-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-31 | EVT-013-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-05 | EVT-013-092-7 | buyer | security review remains seller-owned"", ""2026-06-10 | EVT-013-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-15 | EVT-013-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-013-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-013-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-013-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-013-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-013-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-013-092-15 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-013-092-16 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-013-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-013-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-013-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-013-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-013-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-013-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-013-092-23 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-013-092-24 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-013-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-013-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-013-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-013-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-013-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-013-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-013-092-31 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-013-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-013-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-013-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-013-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00TSB013000011"""
+decision,authorized_field,"""Status"""
+decision,current_value,"""Deferred"""
+decision,required_value,"""Not Started"""
+decision,reason,"""SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy."""
+decision,owner,"""Maya Chen"""
+decision,deadline,"""2026-09-16"""
+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
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/093_sbp-013-13_12_deliverables.eml b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/093_sbp-013-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c6f76a47b101844257cf73eaa4f468d3f26e3a10
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/093_sbp-013-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-013-cinder-manufacturing-slips.example
+To: portfolio-review@sb100-013-cinder-manufacturing-slips.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-013-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-13",
+    "account_name": "Meridian Services",
+    "salesforce_account_id": "001SB013000012",
+    "salesforce_opportunity_id": "006SB013000012",
+    "hubspot_company_id": "8001310012",
+    "hubspot_deal_id": "8001320012",
+    "gong_evidence_id": "GE-013-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Meridian Services",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 2913703,
+    "stage": "Qualification",
+    "close_date": "2026-12-05",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-013-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-013-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-12 | EVT-013-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-17 | EVT-013-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-22 | EVT-013-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-27 | EVT-013-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-013-093-6 | seller | security review remains seller-owned",
+      "2026-06-06 | EVT-013-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-013-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-013-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-013-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-013-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-013-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-013-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-013-093-14 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-013-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-013-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-013-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-013-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-013-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-013-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-013-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-013-093-22 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-013-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-013-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-013-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-013-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-013-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-013-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-013-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-013-093-30 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-013-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-013-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-013-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-013-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-013-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001340012",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/094_sbp-013-14_12_deliverables.xml b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/094_sbp-013-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..753d9ddd26ee73cfa7955d8e7cb426a10347eccb
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/094_sbp-013-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-013-cinder-manufacturing-slips",
+  "portfolio_key": "SBP-013-14",
+  "account_name": "Northstar Ventures",
+  "salesforce_account_id": "001SB013000013",
+  "salesforce_opportunity_id": "006SB013000013",
+  "hubspot_company_id": "8001310013",
+  "hubspot_deal_id": "8001320013",
+  "gong_evidence_id": "GE-013-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-08",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cinder Logistics",
+  "portfolio_account": "Northstar Ventures",
+  "industry": "supply-chain software",
+  "region": "EMEA",
+  "requester": "EMEA Sales Director",
+  "amount_usd": 3050816,
+  "stage": "Proposal",
+  "close_date": "2026-12-12",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-013-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-08 | EVT-013-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-13 | EVT-013-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-18 | EVT-013-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-23 | EVT-013-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-28 | EVT-013-094-5 | buyer | security review remains seller-owned",
+    "2026-06-02 | EVT-013-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-07 | EVT-013-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-12 | EVT-013-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-17 | EVT-013-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-013-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-013-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-013-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-013-094-13 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-013-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-013-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-013-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-013-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-013-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-013-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-013-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-013-094-21 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-013-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-013-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-013-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-013-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-013-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-013-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-013-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-013-094-29 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-013-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-013-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-013-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-013-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-013-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-013-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB013000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.",
+  "owner": "Priya Raman",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/095_sbp-013-15_12_deliverables.html b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/095_sbp-013-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..026eff21cdb35baf3fb8413ff592a9fce5fb05d2
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/095_sbp-013-15_12_deliverables.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;sb100-013-cinder-manufacturing-slips&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-013-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB013000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB013000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001310014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001320014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-013-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Cinder Logistics&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Enterprises&quot;,
+    &quot;industry&quot;: &quot;supply-chain software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;EMEA Sales Director&quot;,
+    &quot;amount_usd&quot;: 3187929,
+    &quot;stage&quot;: &quot;Qualification&quot;,
+    &quot;close_date&quot;: &quot;2026-09-02&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-013-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, 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-013-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-14 | EVT-013-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-19 | EVT-013-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-24 | EVT-013-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-29 | EVT-013-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-03 | EVT-013-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-08 | EVT-013-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-13 | EVT-013-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-18 | EVT-013-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-013-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-013-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-013-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-013-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-013-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-013-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-013-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-013-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-013-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-013-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-013-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-013-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-013-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-013-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-013-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-013-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-013-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-013-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-013-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-013-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-013-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-013-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-013-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-013-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-013-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-013-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001340014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;deadline&quot;: &quot;2026-09-13&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>
diff --git a/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/096_sbp-013-16_12_deliverables.md b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/096_sbp-013-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..ff03a489962dbf9e4a25dc07e50778f2f737d078
--- /dev/null
+++ b/task_files/sb100-013-cinder-manufacturing-slips/12_deliverables/096_sbp-013-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-013-cinder-manufacturing-slips",
+    "portfolio_key": "SBP-013-16",
+    "account_name": "Palisade Cooperative",
+    "salesforce_account_id": "001SB013000015",
+    "salesforce_opportunity_id": "006SB013000015",
+    "hubspot_company_id": "8001310015",
+    "hubspot_deal_id": "8001320015",
+    "gong_evidence_id": "GE-013-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cinder Logistics",
+    "portfolio_account": "Palisade Cooperative",
+    "industry": "supply-chain software",
+    "region": "EMEA",
+    "requester": "EMEA Sales Director",
+    "amount_usd": 3325042,
+    "stage": "Proposal",
+    "close_date": "2026-09-09",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-013-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-013-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-15 | EVT-013-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-20 | EVT-013-096-3 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-013-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-013-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-013-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-013-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-013-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-013-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-013-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-013-096-11 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-013-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-013-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-013-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-013-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-013-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-013-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-013-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-013-096-19 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-013-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-013-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-013-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-013-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-013-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-013-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-013-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-013-096-27 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-013-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-013-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-013-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-013-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-013-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-013-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-013-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-013-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-013-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/001_sbp-017-01_01_open_opportunities.md b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/001_sbp-017-01_01_open_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..bb20a518cbc5871f3abc81a173f79909f21eb884
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/001_sbp-017-01_01_open_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-01",
+    "account_name": "Alder Technologies",
+    "salesforce_account_id": "001SB017000000",
+    "salesforce_opportunity_id": "006SB017000000",
+    "hubspot_company_id": "8001710000",
+    "hubspot_deal_id": "8001720000",
+    "gong_evidence_id": "GE-017-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "01_open_opportunities",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Alder Technologies",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1603223,
+    "stage": "Negotiation",
+    "close_date": "2026-09-16",
+    "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-017-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-017-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-24 | EVT-017-001-2 | seller | security review remains seller-owned",
+      "2026-05-29 | EVT-017-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-017-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-017-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-017-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-017-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-017-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-017-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-017-001-10 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-017-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-017-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-017-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-017-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-017-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-017-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-017-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-017-001-18 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-017-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-017-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-017-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-017-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-017-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-017-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-017-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-017-001-26 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-017-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-017-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-017-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-017-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-017-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-017-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-017-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-017-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/002_sbp-017-02_01_open_opportunities.txt b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/002_sbp-017-02_01_open_opportunities.txt
new file mode 100644
index 0000000000000000000000000000000000000000..d96be35ee61db2b0543d76693bc0409361aa628a
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/002_sbp-017-02_01_open_opportunities.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-02",
+    "account_name": "Beacon Services",
+    "salesforce_account_id": "001SB017000001",
+    "salesforce_opportunity_id": "006SB017000001",
+    "hubspot_company_id": "8001710001",
+    "hubspot_deal_id": "8001720001",
+    "gong_evidence_id": "GE-017-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "01_open_opportunities",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Beacon Services",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1740336,
+    "stage": "Discovery",
+    "close_date": "2026-09-23",
+    "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-017-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-017-002-1 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-017-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-017-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-017-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-017-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-017-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-017-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-017-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-017-002-9 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-017-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-017-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-017-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-017-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-017-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-017-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-017-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-017-002-17 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-017-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-017-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-017-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-017-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-017-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-017-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-017-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-017-002-25 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-017-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-017-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-017-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-017-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-017-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-017-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-017-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-017-002-33 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-017-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/003_sbp-017-03_01_open_opportunities.json b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/003_sbp-017-03_01_open_opportunities.json
new file mode 100644
index 0000000000000000000000000000000000000000..76ad2e33351e49beb00791c7c60e53c08e48ff24
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/003_sbp-017-03_01_open_opportunities.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1877449,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-09-30",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Ventures",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "Status",
+    "authorized_record_id": "00TSB017000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-17",
+    "decision_code": "CHG-017-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-21 | EVT-017-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-017-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-017-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-017-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-017-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-017-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-017-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-017-003-8 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-017-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-017-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-017-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-017-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-017-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-017-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-017-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-017-003-16 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-017-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-017-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-017-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-017-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-017-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-017-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-017-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-017-003-24 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-017-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-017-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-017-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-017-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-017-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-017-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-017-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-017-003-32 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-017-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-017-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-03 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Ventures",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "01_open_opportunities",
+    "gong_evidence_id": "GE-017-03",
+    "hubspot_company_id": "8001710002",
+    "hubspot_deal_id": "8001720002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-03",
+    "salesforce_account_id": "001SB017000002",
+    "salesforce_opportunity_id": "006SB017000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/004_sbp-017-04_01_open_opportunities.csv b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/004_sbp-017-04_01_open_opportunities.csv
new file mode 100644
index 0000000000000000000000000000000000000000..98be472a37c152d8e1275aca0d83419e8c5d1930
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/004_sbp-017-04_01_open_opportunities.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-04"""
+record_control,account_name,"""Dovetail Enterprises"""
+record_control,salesforce_account_id,"""001SB017000003"""
+record_control,salesforce_opportunity_id,"""006SB017000003"""
+record_control,hubspot_company_id,"""8001710003"""
+record_control,hubspot_deal_id,"""8001720003"""
+record_control,gong_evidence_id,"""GE-017-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""01_open_opportunities"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Dovetail Enterprises"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,2014562
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-07"""
+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-017-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-22 | EVT-017-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-27 | EVT-017-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-01 | EVT-017-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-06 | EVT-017-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-11 | EVT-017-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-16 | EVT-017-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-21 | EVT-017-004-7 | buyer | security review remains seller-owned"", ""2026-06-26 | EVT-017-004-8 | seller | champion requested a revised mutual action plan"", ""2026-07-01 | EVT-017-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-06 | EVT-017-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-11 | EVT-017-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-16 | EVT-017-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-21 | EVT-017-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-26 | EVT-017-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-31 | EVT-017-004-15 | buyer | security review remains seller-owned"", ""2026-08-05 | EVT-017-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-10 | EVT-017-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-15 | EVT-017-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-20 | EVT-017-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-25 | EVT-017-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-30 | EVT-017-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-04 | EVT-017-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-09 | EVT-017-004-23 | buyer | security review remains seller-owned"", ""2026-09-14 | EVT-017-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-19 | EVT-017-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-24 | EVT-017-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-29 | EVT-017-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-04 | EVT-017-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-09 | EVT-017-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-14 | EVT-017-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-19 | EVT-017-004-31 | buyer | security review remains seller-owned"", ""2026-10-24 | EVT-017-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-29 | EVT-017-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-03 | EVT-017-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-017-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001740003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-18"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/005_sbp-017-05_01_open_opportunities.eml b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/005_sbp-017-05_01_open_opportunities.eml
new file mode 100644
index 0000000000000000000000000000000000000000..b3bbc4eaa902e5036c197d754ae0b9c28eccc5a8
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/005_sbp-017-05_01_open_opportunities.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-05 / 01_open_opportunities
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-05",
+    "account_name": "Evergreen Cooperative",
+    "salesforce_account_id": "001SB017000004",
+    "salesforce_opportunity_id": "006SB017000004",
+    "hubspot_company_id": "8001710004",
+    "hubspot_deal_id": "8001720004",
+    "gong_evidence_id": "GE-017-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "01_open_opportunities",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Evergreen Cooperative",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2151675,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-017-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-017-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-017-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-017-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-017-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-017-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-017-005-6 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-017-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-017-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-017-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-017-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-017-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-017-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-017-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-017-005-14 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-017-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-017-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-017-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-017-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-017-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-017-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-017-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-017-005-22 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-017-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-017-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-017-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-017-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-017-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-017-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-017-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-017-005-30 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-017-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-017-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-017-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-017-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-19"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/006_sbp-017-06_01_open_opportunities.xml b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/006_sbp-017-06_01_open_opportunities.xml
new file mode 100644
index 0000000000000000000000000000000000000000..ecfbaabe7308836ef7d6b5c1a12be7e76c553251
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/006_sbp-017-06_01_open_opportunities.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-06",
+  "account_name": "Foxglove Platform",
+  "salesforce_account_id": "001SB017000005",
+  "salesforce_opportunity_id": "006SB017000005",
+  "hubspot_company_id": "8001710005",
+  "hubspot_deal_id": "8001720005",
+  "gong_evidence_id": "GE-017-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "01_open_opportunities",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Foxglove Platform",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 2288788,
+  "stage": "Discovery",
+  "close_date": "2026-10-21",
+  "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-017-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-24 | EVT-017-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-29 | EVT-017-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-03 | EVT-017-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-08 | EVT-017-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-13 | EVT-017-006-5 | buyer | security review remains seller-owned",
+    "2026-06-18 | EVT-017-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-23 | EVT-017-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-28 | EVT-017-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-03 | EVT-017-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-08 | EVT-017-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-13 | EVT-017-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-18 | EVT-017-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-23 | EVT-017-006-13 | buyer | security review remains seller-owned",
+    "2026-07-28 | EVT-017-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-02 | EVT-017-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-07 | EVT-017-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-12 | EVT-017-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-17 | EVT-017-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-22 | EVT-017-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-27 | EVT-017-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-01 | EVT-017-006-21 | buyer | security review remains seller-owned",
+    "2026-09-06 | EVT-017-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-11 | EVT-017-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-16 | EVT-017-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-21 | EVT-017-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-26 | EVT-017-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-01 | EVT-017-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-06 | EVT-017-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-11 | EVT-017-006-29 | buyer | security review remains seller-owned",
+    "2026-10-16 | EVT-017-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-21 | EVT-017-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-26 | EVT-017-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-31 | EVT-017-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-05 | EVT-017-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-017-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-017-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-20"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/007_sbp-017-07_01_open_opportunities.html b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/007_sbp-017-07_01_open_opportunities.html
new file mode 100644
index 0000000000000000000000000000000000000000..b24bb2e0be338c5945d62eda2c03b2bdc00ea96a
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/007_sbp-017-07_01_open_opportunities.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;01_open_opportunities&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Corporation&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 2425901,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-28&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-017-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, 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-017-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-30 | EVT-017-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-04 | EVT-017-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-09 | EVT-017-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-14 | EVT-017-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-19 | EVT-017-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-24 | EVT-017-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-29 | EVT-017-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-04 | EVT-017-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-09 | EVT-017-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-14 | EVT-017-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-19 | EVT-017-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-24 | EVT-017-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-29 | EVT-017-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-03 | EVT-017-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-08 | EVT-017-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-13 | EVT-017-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-18 | EVT-017-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-23 | EVT-017-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-28 | EVT-017-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-02 | EVT-017-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-07 | EVT-017-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-12 | EVT-017-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-17 | EVT-017-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-22 | EVT-017-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-27 | EVT-017-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-02 | EVT-017-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-07 | EVT-017-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-12 | EVT-017-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-17 | EVT-017-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-22 | EVT-017-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-27 | EVT-017-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-01 | EVT-017-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-06 | EVT-017-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-15&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>
diff --git a/task_files/sb100-017-granite-security-reviews/01_open_opportunities/008_sbp-017-08_01_open_opportunities.md b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/008_sbp-017-08_01_open_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..ce82dcd52a45d73e6bca51ecfdffce194a8e1a07
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/01_open_opportunities/008_sbp-017-08_01_open_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-08",
+    "account_name": "Harbor Group",
+    "salesforce_account_id": "001SB017000007",
+    "salesforce_opportunity_id": "006SB017000007",
+    "hubspot_company_id": "8001710007",
+    "hubspot_deal_id": "8001720007",
+    "gong_evidence_id": "GE-017-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "01_open_opportunities",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Harbor Group",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2563014,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-017-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-017-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-017-008-3 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-017-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-017-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-017-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-017-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-017-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-017-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-017-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-017-008-11 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-017-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-017-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-017-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-017-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-017-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-017-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-017-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-017-008-19 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-017-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-017-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-017-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-017-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-017-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-017-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-017-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-017-008-27 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-017-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-017-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-017-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-017-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-017-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-017-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-017-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/009_sbp-017-09_02_stage_history.md b/task_files/sb100-017-granite-security-reviews/02_stage_history/009_sbp-017-09_02_stage_history.md
new file mode 100644
index 0000000000000000000000000000000000000000..a738176492ad9b4807cc70c94c1faa7faa0fb6f2
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/009_sbp-017-09_02_stage_history.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-09",
+    "account_name": "Indigo Holdings",
+    "salesforce_account_id": "001SB017000008",
+    "salesforce_opportunity_id": "006SB017000008",
+    "hubspot_company_id": "8001710008",
+    "hubspot_deal_id": "8001720008",
+    "gong_evidence_id": "GE-017-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "02_stage_history",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Indigo Holdings",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2700127,
+    "stage": "Negotiation",
+    "close_date": "2026-11-11",
+    "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-017-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-017-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-017-009-2 | seller | security review remains seller-owned",
+      "2026-06-06 | EVT-017-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-017-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-017-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-017-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-017-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-017-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-017-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-017-009-10 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-017-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-017-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-017-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-017-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-017-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-017-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-017-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-017-009-18 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-017-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-017-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-017-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-017-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-017-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-017-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-017-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-017-009-26 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-017-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-017-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-017-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-017-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-017-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-017-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-017-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-017-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/010_sbp-017-10_02_stage_history.txt b/task_files/sb100-017-granite-security-reviews/02_stage_history/010_sbp-017-10_02_stage_history.txt
new file mode 100644
index 0000000000000000000000000000000000000000..91d712075f8b68c7d0a2ec37ee578f14838382c0
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/010_sbp-017-10_02_stage_history.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-10",
+    "account_name": "Juniper Systems",
+    "salesforce_account_id": "001SB017000009",
+    "salesforce_opportunity_id": "006SB017000009",
+    "hubspot_company_id": "8001710009",
+    "hubspot_deal_id": "8001720009",
+    "gong_evidence_id": "GE-017-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "02_stage_history",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Juniper Systems",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2837240,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "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-017-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-017-010-1 | buyer | security review remains seller-owned",
+      "2026-06-02 | EVT-017-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-017-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-017-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-017-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-017-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-017-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-017-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-017-010-9 | buyer | security review remains seller-owned",
+      "2026-07-12 | EVT-017-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-017-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-017-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-017-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-017-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-017-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-017-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-017-010-17 | buyer | security review remains seller-owned",
+      "2026-08-21 | EVT-017-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-017-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-017-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-017-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-017-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-017-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-017-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-017-010-25 | buyer | security review remains seller-owned",
+      "2026-09-30 | EVT-017-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-017-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-017-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-017-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-017-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-017-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-017-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-017-010-33 | buyer | security review remains seller-owned",
+      "2026-11-09 | EVT-017-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000009",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/011_sbp-017-11_02_stage_history.json b/task_files/sb100-017-granite-security-reviews/02_stage_history/011_sbp-017-11_02_stage_history.json
new file mode 100644
index 0000000000000000000000000000000000000000..f64ab8b0e4d2b201fc5d77066f09784a7aaf7a8f
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/011_sbp-017-11_02_stage_history.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2974353,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-11-25",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Partners",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "hs_task_status",
+    "authorized_record_id": "8001740010",
+    "authorized_system": "hubspot",
+    "current_value": "DEFERRED",
+    "deadline": "2026-09-19",
+    "decision_code": "CHG-017-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "NOT_STARTED"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-29 | EVT-017-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-017-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-017-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-017-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-017-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-017-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-017-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-017-011-8 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-017-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-017-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-017-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-017-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-017-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-017-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-017-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-017-011-16 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-017-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-017-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-017-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-017-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-017-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-017-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-017-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-017-011-24 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-017-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-017-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-017-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-017-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-017-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-017-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-017-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-017-011-32 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-017-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-017-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-11 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Partners",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "02_stage_history",
+    "gong_evidence_id": "GE-017-11",
+    "hubspot_company_id": "8001710010",
+    "hubspot_deal_id": "8001720010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-11",
+    "salesforce_account_id": "001SB017000010",
+    "salesforce_opportunity_id": "006SB017000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/012_sbp-017-12_02_stage_history.csv b/task_files/sb100-017-granite-security-reviews/02_stage_history/012_sbp-017-12_02_stage_history.csv
new file mode 100644
index 0000000000000000000000000000000000000000..e66887acf65b0d3da694e0845421da730db30e68
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/012_sbp-017-12_02_stage_history.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-12"""
+record_control,account_name,"""Lantern Networks"""
+record_control,salesforce_account_id,"""001SB017000011"""
+record_control,salesforce_opportunity_id,"""006SB017000011"""
+record_control,hubspot_company_id,"""8001710011"""
+record_control,hubspot_deal_id,"""8001720011"""
+record_control,gong_evidence_id,"""GE-017-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""02_stage_history"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Lantern Networks"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,3111466
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-02"""
+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-017-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-30 | EVT-017-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-04 | EVT-017-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-09 | EVT-017-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-14 | EVT-017-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-19 | EVT-017-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-24 | EVT-017-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-29 | EVT-017-012-7 | buyer | security review remains seller-owned"", ""2026-07-04 | EVT-017-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-09 | EVT-017-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-14 | EVT-017-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-19 | EVT-017-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-24 | EVT-017-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-29 | EVT-017-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-03 | EVT-017-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-08 | EVT-017-012-15 | buyer | security review remains seller-owned"", ""2026-08-13 | EVT-017-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-18 | EVT-017-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-23 | EVT-017-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-28 | EVT-017-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-02 | EVT-017-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-07 | EVT-017-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-12 | EVT-017-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-17 | EVT-017-012-23 | buyer | security review remains seller-owned"", ""2026-09-22 | EVT-017-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-27 | EVT-017-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-02 | EVT-017-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-07 | EVT-017-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-12 | EVT-017-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-17 | EVT-017-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-22 | EVT-017-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-27 | EVT-017-012-31 | buyer | security review remains seller-owned"", ""2026-11-01 | EVT-017-012-32 | seller | champion requested a revised mutual action plan"", ""2026-11-06 | EVT-017-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-11 | EVT-017-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-017-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-017-12 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,"""2026-09-20"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/013_sbp-017-13_02_stage_history.eml b/task_files/sb100-017-granite-security-reviews/02_stage_history/013_sbp-017-13_02_stage_history.eml
new file mode 100644
index 0000000000000000000000000000000000000000..8512fb8f4a4e77fc6bbc4c871a2d3bbb1a6ec60f
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/013_sbp-017-13_02_stage_history.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-13 / 02_stage_history
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-13",
+    "account_name": "Meridian Labs",
+    "salesforce_account_id": "001SB017000012",
+    "salesforce_opportunity_id": "006SB017000012",
+    "hubspot_company_id": "8001710012",
+    "hubspot_deal_id": "8001720012",
+    "gong_evidence_id": "GE-017-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "02_stage_history",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Meridian Labs",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3248579,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-017-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-017-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-017-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-017-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-017-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-017-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-017-013-6 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-017-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-017-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-017-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-017-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-017-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-017-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-017-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-017-013-14 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-017-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-017-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-017-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-017-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-017-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-017-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-017-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-017-013-22 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-017-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-017-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-017-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-017-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-017-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-017-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-017-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-017-013-30 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-017-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-017-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-07 | EVT-017-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-12 | EVT-017-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-13",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/014_sbp-017-14_02_stage_history.xml b/task_files/sb100-017-granite-security-reviews/02_stage_history/014_sbp-017-14_02_stage_history.xml
new file mode 100644
index 0000000000000000000000000000000000000000..967f297e81d3589614b982a99cb368a480d7b00b
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/014_sbp-017-14_02_stage_history.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-14",
+  "account_name": "Northstar Industries",
+  "salesforce_account_id": "001SB017000013",
+  "salesforce_opportunity_id": "006SB017000013",
+  "hubspot_company_id": "8001710013",
+  "hubspot_deal_id": "8001720013",
+  "gong_evidence_id": "GE-017-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "02_stage_history",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Northstar Industries",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 3385692,
+  "stage": "Discovery",
+  "close_date": "2026-08-30",
+  "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-017-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-01 | EVT-017-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-06 | EVT-017-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-11 | EVT-017-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-16 | EVT-017-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-21 | EVT-017-014-5 | buyer | security review remains seller-owned",
+    "2026-06-26 | EVT-017-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-01 | EVT-017-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-06 | EVT-017-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-11 | EVT-017-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-16 | EVT-017-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-21 | EVT-017-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-26 | EVT-017-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-31 | EVT-017-014-13 | buyer | security review remains seller-owned",
+    "2026-08-05 | EVT-017-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-10 | EVT-017-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-15 | EVT-017-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-20 | EVT-017-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-25 | EVT-017-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-30 | EVT-017-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-04 | EVT-017-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-09 | EVT-017-014-21 | buyer | security review remains seller-owned",
+    "2026-09-14 | EVT-017-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-19 | EVT-017-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-24 | EVT-017-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-29 | EVT-017-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-04 | EVT-017-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-09 | EVT-017-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-14 | EVT-017-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-19 | EVT-017-014-29 | buyer | security review remains seller-owned",
+    "2026-10-24 | EVT-017-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-29 | EVT-017-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-03 | EVT-017-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-08 | EVT-017-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-13 | EVT-017-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-017-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB017000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/015_sbp-017-15_02_stage_history.html b/task_files/sb100-017-granite-security-reviews/02_stage_history/015_sbp-017-15_02_stage_history.html
new file mode 100644
index 0000000000000000000000000000000000000000..3c25621d157c83f7a153ad3fe21ed96888c40352
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/015_sbp-017-15_02_stage_history.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;02_stage_history&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Collective&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 3522805,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-06&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-017-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, 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-017-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-07 | EVT-017-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-12 | EVT-017-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-17 | EVT-017-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-22 | EVT-017-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-27 | EVT-017-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-02 | EVT-017-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-07 | EVT-017-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-12 | EVT-017-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-17 | EVT-017-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-22 | EVT-017-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-27 | EVT-017-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-01 | EVT-017-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-06 | EVT-017-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-11 | EVT-017-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-16 | EVT-017-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-21 | EVT-017-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-26 | EVT-017-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-31 | EVT-017-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-05 | EVT-017-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-10 | EVT-017-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-15 | EVT-017-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-20 | EVT-017-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-25 | EVT-017-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-30 | EVT-017-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-05 | EVT-017-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-10 | EVT-017-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-15 | EVT-017-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-20 | EVT-017-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-25 | EVT-017-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-30 | EVT-017-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-04 | EVT-017-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-09 | EVT-017-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-14 | EVT-017-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-17&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>
diff --git a/task_files/sb100-017-granite-security-reviews/02_stage_history/016_sbp-017-16_02_stage_history.md b/task_files/sb100-017-granite-security-reviews/02_stage_history/016_sbp-017-16_02_stage_history.md
new file mode 100644
index 0000000000000000000000000000000000000000..deed718b13a0f737e246fb1dcabd74e03cf95e40
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/02_stage_history/016_sbp-017-16_02_stage_history.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-16",
+    "account_name": "Palisade Works",
+    "salesforce_account_id": "001SB017000015",
+    "salesforce_opportunity_id": "006SB017000015",
+    "hubspot_company_id": "8001710015",
+    "hubspot_deal_id": "8001720015",
+    "gong_evidence_id": "GE-017-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "02_stage_history",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Palisade Works",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3659918,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-017-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-017-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-017-016-3 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-017-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-017-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-017-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-017-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-017-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-017-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-017-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-017-016-11 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-017-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-017-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-017-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-017-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-017-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-017-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-017-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-017-016-19 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-017-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-017-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-017-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-017-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-017-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-017-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-017-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-017-016-27 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-017-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-017-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-017-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-017-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-017-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-017-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-017-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/017_sbp-017-01_03_hubspot_activity.md b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/017_sbp-017-01_03_hubspot_activity.md
new file mode 100644
index 0000000000000000000000000000000000000000..608de08a68deecd368de2e30a8f377cfabb06cf4
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/017_sbp-017-01_03_hubspot_activity.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-01",
+    "account_name": "Alder Technologies",
+    "salesforce_account_id": "001SB017000000",
+    "salesforce_opportunity_id": "006SB017000000",
+    "hubspot_company_id": "8001710000",
+    "hubspot_deal_id": "8001720000",
+    "gong_evidence_id": "GE-017-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "03_hubspot_activity",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Alder Technologies",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1603223,
+    "stage": "Negotiation",
+    "close_date": "2026-09-16",
+    "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-017-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-017-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-017-017-2 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-017-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-017-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-017-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-017-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-017-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-017-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-017-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-017-017-10 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-017-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-017-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-017-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-017-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-017-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-017-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-017-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-017-017-18 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-017-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-017-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-017-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-017-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-017-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-017-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-017-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-017-017-26 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-017-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-017-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-017-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-017-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-017-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-017-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-017-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-017-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/018_sbp-017-02_03_hubspot_activity.txt b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/018_sbp-017-02_03_hubspot_activity.txt
new file mode 100644
index 0000000000000000000000000000000000000000..990b7420450a91f67f2e7f97333bd9734f1e8549
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/018_sbp-017-02_03_hubspot_activity.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-02",
+    "account_name": "Beacon Services",
+    "salesforce_account_id": "001SB017000001",
+    "salesforce_opportunity_id": "006SB017000001",
+    "hubspot_company_id": "8001710001",
+    "hubspot_deal_id": "8001720001",
+    "gong_evidence_id": "GE-017-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "03_hubspot_activity",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Beacon Services",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1740336,
+    "stage": "Discovery",
+    "close_date": "2026-09-23",
+    "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-017-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-017-018-1 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-017-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-017-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-017-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-017-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-017-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-017-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-017-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-017-018-9 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-017-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-017-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-017-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-017-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-017-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-017-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-017-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-017-018-17 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-017-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-017-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-017-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-017-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-017-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-017-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-017-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-017-018-25 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-017-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-017-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-017-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-017-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-017-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-017-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-017-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-017-018-33 | buyer | security review remains seller-owned",
+      "2026-11-17 | EVT-017-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/019_sbp-017-03_03_hubspot_activity.json b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/019_sbp-017-03_03_hubspot_activity.json
new file mode 100644
index 0000000000000000000000000000000000000000..7bbe7a6050a5e25d838375253b6e661cad18aeaa
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/019_sbp-017-03_03_hubspot_activity.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1877449,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-09-30",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Ventures",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "Status",
+    "authorized_record_id": "00TSB017000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-17",
+    "decision_code": "CHG-017-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-06 | EVT-017-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-017-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-017-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-017-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-017-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-017-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-017-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-017-019-8 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-017-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-017-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-017-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-017-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-017-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-017-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-017-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-017-019-16 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-017-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-017-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-017-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-017-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-017-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-017-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-017-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-017-019-24 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-017-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-017-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-017-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-017-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-017-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-017-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-017-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-017-019-32 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-017-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-017-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-03 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Ventures",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "03_hubspot_activity",
+    "gong_evidence_id": "GE-017-03",
+    "hubspot_company_id": "8001710002",
+    "hubspot_deal_id": "8001720002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-03",
+    "salesforce_account_id": "001SB017000002",
+    "salesforce_opportunity_id": "006SB017000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/020_sbp-017-04_03_hubspot_activity.csv b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/020_sbp-017-04_03_hubspot_activity.csv
new file mode 100644
index 0000000000000000000000000000000000000000..34d12298816e282fb597613f3f547f3fd3104f5a
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/020_sbp-017-04_03_hubspot_activity.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-04"""
+record_control,account_name,"""Dovetail Enterprises"""
+record_control,salesforce_account_id,"""001SB017000003"""
+record_control,salesforce_opportunity_id,"""006SB017000003"""
+record_control,hubspot_company_id,"""8001710003"""
+record_control,hubspot_deal_id,"""8001720003"""
+record_control,gong_evidence_id,"""GE-017-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""03_hubspot_activity"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Dovetail Enterprises"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,2014562
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-07"""
+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-017-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-07 | EVT-017-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-12 | EVT-017-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-17 | EVT-017-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-22 | EVT-017-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-27 | EVT-017-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-02 | EVT-017-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-07 | EVT-017-020-7 | buyer | security review remains seller-owned"", ""2026-07-12 | EVT-017-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-17 | EVT-017-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-22 | EVT-017-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-27 | EVT-017-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-01 | EVT-017-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-06 | EVT-017-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-11 | EVT-017-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-16 | EVT-017-020-15 | buyer | security review remains seller-owned"", ""2026-08-21 | EVT-017-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-26 | EVT-017-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-31 | EVT-017-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-05 | EVT-017-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-10 | EVT-017-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-15 | EVT-017-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-20 | EVT-017-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-25 | EVT-017-020-23 | buyer | security review remains seller-owned"", ""2026-09-30 | EVT-017-020-24 | seller | champion requested a revised mutual action plan"", ""2026-10-05 | EVT-017-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-10 | EVT-017-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-15 | EVT-017-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-20 | EVT-017-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-25 | EVT-017-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-30 | EVT-017-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-04 | EVT-017-020-31 | buyer | security review remains seller-owned"", ""2026-11-09 | EVT-017-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-14 | EVT-017-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-19 | EVT-017-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-017-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001740003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-18"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/021_sbp-017-05_03_hubspot_activity.eml b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/021_sbp-017-05_03_hubspot_activity.eml
new file mode 100644
index 0000000000000000000000000000000000000000..478960bfb7bbf8dff075167d9dce531719a8d35f
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/021_sbp-017-05_03_hubspot_activity.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-05 / 03_hubspot_activity
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-05",
+    "account_name": "Evergreen Cooperative",
+    "salesforce_account_id": "001SB017000004",
+    "salesforce_opportunity_id": "006SB017000004",
+    "hubspot_company_id": "8001710004",
+    "hubspot_deal_id": "8001720004",
+    "gong_evidence_id": "GE-017-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "03_hubspot_activity",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Evergreen Cooperative",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2151675,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-017-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-017-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-017-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-017-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-017-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-017-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-017-021-6 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-017-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-017-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-017-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-017-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-017-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-017-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-017-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-017-021-14 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-017-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-017-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-017-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-017-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-017-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-017-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-017-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-017-021-22 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-017-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-017-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-017-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-017-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-017-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-017-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-017-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-017-021-30 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-017-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-017-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-15 | EVT-017-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-20 | EVT-017-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-19"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/022_sbp-017-06_03_hubspot_activity.xml b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/022_sbp-017-06_03_hubspot_activity.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3efaded32c9b0b7f03c20a67f06a1061e2ac01a2
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/022_sbp-017-06_03_hubspot_activity.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-06",
+  "account_name": "Foxglove Platform",
+  "salesforce_account_id": "001SB017000005",
+  "salesforce_opportunity_id": "006SB017000005",
+  "hubspot_company_id": "8001710005",
+  "hubspot_deal_id": "8001720005",
+  "gong_evidence_id": "GE-017-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "03_hubspot_activity",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Foxglove Platform",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 2288788,
+  "stage": "Discovery",
+  "close_date": "2026-10-21",
+  "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-017-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-09 | EVT-017-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-14 | EVT-017-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-19 | EVT-017-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-24 | EVT-017-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-29 | EVT-017-022-5 | buyer | security review remains seller-owned",
+    "2026-07-04 | EVT-017-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-09 | EVT-017-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-14 | EVT-017-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-19 | EVT-017-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-24 | EVT-017-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-29 | EVT-017-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-03 | EVT-017-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-08 | EVT-017-022-13 | buyer | security review remains seller-owned",
+    "2026-08-13 | EVT-017-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-18 | EVT-017-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-23 | EVT-017-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-28 | EVT-017-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-02 | EVT-017-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-07 | EVT-017-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-12 | EVT-017-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-17 | EVT-017-022-21 | buyer | security review remains seller-owned",
+    "2026-09-22 | EVT-017-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-27 | EVT-017-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-02 | EVT-017-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-07 | EVT-017-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-12 | EVT-017-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-17 | EVT-017-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-22 | EVT-017-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-27 | EVT-017-022-29 | buyer | security review remains seller-owned",
+    "2026-11-01 | EVT-017-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-06 | EVT-017-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-11 | EVT-017-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-16 | EVT-017-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-21 | EVT-017-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-017-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-017-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-20"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/023_sbp-017-07_03_hubspot_activity.html b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/023_sbp-017-07_03_hubspot_activity.html
new file mode 100644
index 0000000000000000000000000000000000000000..a9b8fdc019fbe7bcd8a24d96fd44b92fbf566c3e
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/023_sbp-017-07_03_hubspot_activity.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;03_hubspot_activity&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Corporation&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 2425901,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-28&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-017-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, 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-017-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-15 | EVT-017-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-20 | EVT-017-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-25 | EVT-017-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-30 | EVT-017-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-05 | EVT-017-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-10 | EVT-017-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-15 | EVT-017-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-20 | EVT-017-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-25 | EVT-017-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-30 | EVT-017-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-04 | EVT-017-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-09 | EVT-017-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-14 | EVT-017-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-19 | EVT-017-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-24 | EVT-017-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-29 | EVT-017-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-03 | EVT-017-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-08 | EVT-017-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-13 | EVT-017-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-18 | EVT-017-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-23 | EVT-017-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-28 | EVT-017-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-03 | EVT-017-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-08 | EVT-017-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-13 | EVT-017-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-18 | EVT-017-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-23 | EVT-017-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-28 | EVT-017-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-02 | EVT-017-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-07 | EVT-017-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-12 | EVT-017-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-17 | EVT-017-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-22 | EVT-017-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-15&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>
diff --git a/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/024_sbp-017-08_03_hubspot_activity.md b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/024_sbp-017-08_03_hubspot_activity.md
new file mode 100644
index 0000000000000000000000000000000000000000..223d9a6bcd6b3edd59d789aba9698c22543871fc
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/03_hubspot_activity/024_sbp-017-08_03_hubspot_activity.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-08",
+    "account_name": "Harbor Group",
+    "salesforce_account_id": "001SB017000007",
+    "salesforce_opportunity_id": "006SB017000007",
+    "hubspot_company_id": "8001710007",
+    "hubspot_deal_id": "8001720007",
+    "gong_evidence_id": "GE-017-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "03_hubspot_activity",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Harbor Group",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2563014,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-017-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-017-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-017-024-3 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-017-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-017-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-017-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-017-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-017-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-017-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-017-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-017-024-11 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-017-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-017-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-017-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-017-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-017-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-017-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-017-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-017-024-19 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-017-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-017-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-017-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-017-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-017-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-017-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-017-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-017-024-27 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-017-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-017-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-017-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-017-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-13 | EVT-017-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-18 | EVT-017-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-23 | EVT-017-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/025_sbp-017-09_04_gong_deal_questions.md b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/025_sbp-017-09_04_gong_deal_questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..115b64b69b196384331eb749975a9f18fab1d725
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/025_sbp-017-09_04_gong_deal_questions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-09",
+    "account_name": "Indigo Holdings",
+    "salesforce_account_id": "001SB017000008",
+    "salesforce_opportunity_id": "006SB017000008",
+    "hubspot_company_id": "8001710008",
+    "hubspot_deal_id": "8001720008",
+    "gong_evidence_id": "GE-017-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Indigo Holdings",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2700127,
+    "stage": "Negotiation",
+    "close_date": "2026-11-11",
+    "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-017-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-017-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-017-025-2 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-017-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-017-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-017-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-017-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-017-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-017-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-017-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-017-025-10 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-017-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-017-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-017-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-017-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-017-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-017-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-017-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-017-025-18 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-017-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-017-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-017-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-017-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-017-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-017-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-017-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-017-025-26 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-017-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-017-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-017-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-017-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-017-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-017-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-017-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-24 | EVT-017-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/026_sbp-017-10_04_gong_deal_questions.txt b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/026_sbp-017-10_04_gong_deal_questions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..fe3d343da7c501524ad45b15e6bcc266e79fb46b
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/026_sbp-017-10_04_gong_deal_questions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-10",
+    "account_name": "Juniper Systems",
+    "salesforce_account_id": "001SB017000009",
+    "salesforce_opportunity_id": "006SB017000009",
+    "hubspot_company_id": "8001710009",
+    "hubspot_deal_id": "8001720009",
+    "gong_evidence_id": "GE-017-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Juniper Systems",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2837240,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "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-017-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-017-026-1 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-017-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-017-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-017-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-017-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-017-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-017-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-017-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-017-026-9 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-017-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-017-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-017-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-017-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-017-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-017-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-017-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-017-026-17 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-017-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-017-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-017-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-017-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-017-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-017-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-017-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-017-026-25 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-017-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-017-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-017-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-017-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-017-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-017-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-017-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-017-026-33 | buyer | security review remains seller-owned",
+      "2026-11-25 | EVT-017-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000009",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/027_sbp-017-11_04_gong_deal_questions.json b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/027_sbp-017-11_04_gong_deal_questions.json
new file mode 100644
index 0000000000000000000000000000000000000000..3652ee98f5a15fb41a3bfb3ef5440edd304d2603
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/027_sbp-017-11_04_gong_deal_questions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2974353,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-11-25",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Partners",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "hs_task_status",
+    "authorized_record_id": "8001740010",
+    "authorized_system": "hubspot",
+    "current_value": "DEFERRED",
+    "deadline": "2026-09-19",
+    "decision_code": "CHG-017-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "NOT_STARTED"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-14 | EVT-017-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-017-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-017-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-017-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-017-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-017-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-017-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-017-027-8 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-017-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-017-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-017-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-017-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-017-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-017-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-017-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-017-027-16 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-017-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-017-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-017-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-017-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-017-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-017-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-017-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-017-027-24 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-017-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-017-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-017-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-017-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-017-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-017-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-017-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-017-027-32 | seller | security review remains seller-owned",
+      "2026-11-21 | EVT-017-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-26 | EVT-017-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-11 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Partners",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "04_gong_deal_questions",
+    "gong_evidence_id": "GE-017-11",
+    "hubspot_company_id": "8001710010",
+    "hubspot_deal_id": "8001720010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-11",
+    "salesforce_account_id": "001SB017000010",
+    "salesforce_opportunity_id": "006SB017000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/028_sbp-017-12_04_gong_deal_questions.csv b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/028_sbp-017-12_04_gong_deal_questions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..a3d2a8ebc060c19b6b1a45d5dd79ece5c1723a44
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/028_sbp-017-12_04_gong_deal_questions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-12"""
+record_control,account_name,"""Lantern Networks"""
+record_control,salesforce_account_id,"""001SB017000011"""
+record_control,salesforce_opportunity_id,"""006SB017000011"""
+record_control,hubspot_company_id,"""8001710011"""
+record_control,hubspot_deal_id,"""8001720011"""
+record_control,gong_evidence_id,"""GE-017-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""04_gong_deal_questions"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Lantern Networks"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,3111466
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-02"""
+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-017-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-15 | EVT-017-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-017-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-017-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-017-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-017-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-017-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-017-028-7 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-017-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-017-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-017-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-017-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-017-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-017-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-017-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-017-028-15 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-017-028-16 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-017-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-017-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-017-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-017-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-017-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-017-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-017-028-23 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-017-028-24 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-017-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-017-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-23 | EVT-017-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-28 | EVT-017-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-02 | EVT-017-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-07 | EVT-017-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-12 | EVT-017-028-31 | buyer | security review remains seller-owned"", ""2026-11-17 | EVT-017-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-22 | EVT-017-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-27 | EVT-017-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-017-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-017-12 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,"""2026-09-20"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/029_sbp-017-13_04_gong_deal_questions.eml b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/029_sbp-017-13_04_gong_deal_questions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..d6836d6d1cfebc0654b8dab1a73fd7f473200fdc
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/029_sbp-017-13_04_gong_deal_questions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-13 / 04_gong_deal_questions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-13",
+    "account_name": "Meridian Labs",
+    "salesforce_account_id": "001SB017000012",
+    "salesforce_opportunity_id": "006SB017000012",
+    "hubspot_company_id": "8001710012",
+    "hubspot_deal_id": "8001720012",
+    "gong_evidence_id": "GE-017-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Meridian Labs",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3248579,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-017-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-017-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-017-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-017-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-017-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-017-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-017-029-6 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-017-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-017-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-017-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-017-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-017-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-017-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-017-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-017-029-14 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-017-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-017-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-017-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-017-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-017-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-017-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-017-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-017-029-22 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-017-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-017-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-017-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-017-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-017-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-017-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-017-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-017-029-30 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-017-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-017-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-23 | EVT-017-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-28 | EVT-017-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-13",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/030_sbp-017-14_04_gong_deal_questions.xml b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/030_sbp-017-14_04_gong_deal_questions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..fa854663e3b1618eb4597cebfb0fe444c604ddd7
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/030_sbp-017-14_04_gong_deal_questions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-14",
+  "account_name": "Northstar Industries",
+  "salesforce_account_id": "001SB017000013",
+  "salesforce_opportunity_id": "006SB017000013",
+  "hubspot_company_id": "8001710013",
+  "hubspot_deal_id": "8001720013",
+  "gong_evidence_id": "GE-017-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "04_gong_deal_questions",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Northstar Industries",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 3385692,
+  "stage": "Discovery",
+  "close_date": "2026-08-30",
+  "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-017-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-17 | EVT-017-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-017-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-017-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-017-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-017-030-5 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-017-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-017-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-017-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-017-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-017-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-017-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-017-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-017-030-13 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-017-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-017-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-017-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-017-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-017-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-017-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-017-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-017-030-21 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-017-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-017-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-017-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-017-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-017-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-25 | EVT-017-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-30 | EVT-017-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-04 | EVT-017-030-29 | buyer | security review remains seller-owned",
+    "2026-11-09 | EVT-017-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-14 | EVT-017-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-19 | EVT-017-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-24 | EVT-017-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-29 | EVT-017-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-017-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB017000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/031_sbp-017-15_04_gong_deal_questions.html b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/031_sbp-017-15_04_gong_deal_questions.html
new file mode 100644
index 0000000000000000000000000000000000000000..9db7e5098c713e2cf32722ffe4e8b1f73f45aef6
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/031_sbp-017-15_04_gong_deal_questions.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;04_gong_deal_questions&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Collective&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 3522805,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-06&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-017-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, 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-017-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-017-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-017-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-017-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-017-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-017-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-017-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-017-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-017-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-017-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-017-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-017-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-017-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-017-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-017-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-017-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-017-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-017-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-017-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-017-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-017-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-017-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-017-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-017-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-017-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-017-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-26 | EVT-017-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-31 | EVT-017-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-05 | EVT-017-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-10 | EVT-017-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-15 | EVT-017-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-20 | EVT-017-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-25 | EVT-017-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-30 | EVT-017-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-17&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>
diff --git a/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/032_sbp-017-16_04_gong_deal_questions.md b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/032_sbp-017-16_04_gong_deal_questions.md
new file mode 100644
index 0000000000000000000000000000000000000000..e2c49357ef91352cee3777b9d4d678f213a46c98
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/04_gong_deal_questions/032_sbp-017-16_04_gong_deal_questions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-16",
+    "account_name": "Palisade Works",
+    "salesforce_account_id": "001SB017000015",
+    "salesforce_opportunity_id": "006SB017000015",
+    "hubspot_company_id": "8001710015",
+    "hubspot_deal_id": "8001720015",
+    "gong_evidence_id": "GE-017-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "04_gong_deal_questions",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Palisade Works",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3659918,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-017-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-017-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-017-032-3 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-017-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-017-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-017-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-017-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-017-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-017-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-017-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-017-032-11 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-017-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-017-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-017-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-017-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-017-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-017-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-017-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-017-032-19 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-017-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-017-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-017-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-017-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-017-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-017-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-017-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-017-032-27 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-017-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-017-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-11 | EVT-017-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-16 | EVT-017-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-21 | EVT-017-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-26 | EVT-017-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-12-01 | EVT-017-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/033_sbp-017-01_05_next_steps.md b/task_files/sb100-017-granite-security-reviews/05_next_steps/033_sbp-017-01_05_next_steps.md
new file mode 100644
index 0000000000000000000000000000000000000000..e0fa5905c8ddb18c9f6cbe52fbdcb881bf2278ac
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/033_sbp-017-01_05_next_steps.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-01",
+    "account_name": "Alder Technologies",
+    "salesforce_account_id": "001SB017000000",
+    "salesforce_opportunity_id": "006SB017000000",
+    "hubspot_company_id": "8001710000",
+    "hubspot_deal_id": "8001720000",
+    "gong_evidence_id": "GE-017-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "05_next_steps",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Alder Technologies",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1603223,
+    "stage": "Negotiation",
+    "close_date": "2026-09-16",
+    "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-017-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-017-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-06 | EVT-017-033-2 | seller | security review remains seller-owned",
+      "2026-05-11 | EVT-017-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-017-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-017-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-017-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-017-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-017-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-017-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-017-033-10 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-017-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-017-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-017-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-017-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-017-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-017-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-017-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-017-033-18 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-017-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-017-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-017-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-017-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-017-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-017-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-017-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-017-033-26 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-017-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-017-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-017-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-017-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-017-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-017-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-017-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-017-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/034_sbp-017-02_05_next_steps.txt b/task_files/sb100-017-granite-security-reviews/05_next_steps/034_sbp-017-02_05_next_steps.txt
new file mode 100644
index 0000000000000000000000000000000000000000..687bffe6ca111f33f7c1c1493d549c060132c086
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/034_sbp-017-02_05_next_steps.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-02",
+    "account_name": "Beacon Services",
+    "salesforce_account_id": "001SB017000001",
+    "salesforce_opportunity_id": "006SB017000001",
+    "hubspot_company_id": "8001710001",
+    "hubspot_deal_id": "8001720001",
+    "gong_evidence_id": "GE-017-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "05_next_steps",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Beacon Services",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1740336,
+    "stage": "Discovery",
+    "close_date": "2026-09-23",
+    "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-017-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-017-034-1 | buyer | security review remains seller-owned",
+      "2026-05-07 | EVT-017-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-12 | EVT-017-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-17 | EVT-017-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-017-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-017-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-017-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-017-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-017-034-9 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-017-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-017-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-017-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-017-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-017-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-017-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-017-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-017-034-17 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-017-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-017-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-017-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-017-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-017-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-017-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-017-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-017-034-25 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-017-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-017-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-017-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-017-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-017-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-017-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-017-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-017-034-33 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-017-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/035_sbp-017-03_05_next_steps.json b/task_files/sb100-017-granite-security-reviews/05_next_steps/035_sbp-017-03_05_next_steps.json
new file mode 100644
index 0000000000000000000000000000000000000000..06079d37fbf9497f02283840d866ae8e4c30fbf3
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/035_sbp-017-03_05_next_steps.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1877449,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-09-30",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Ventures",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "Status",
+    "authorized_record_id": "00TSB017000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-17",
+    "decision_code": "CHG-017-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-03 | EVT-017-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-08 | EVT-017-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-13 | EVT-017-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-18 | EVT-017-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-23 | EVT-017-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-017-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-017-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-017-035-8 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-017-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-017-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-017-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-017-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-017-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-017-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-017-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-017-035-16 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-017-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-017-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-017-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-017-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-017-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-017-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-017-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-017-035-24 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-017-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-017-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-017-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-017-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-017-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-017-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-017-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-017-035-32 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-017-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-017-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-03 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Ventures",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "05_next_steps",
+    "gong_evidence_id": "GE-017-03",
+    "hubspot_company_id": "8001710002",
+    "hubspot_deal_id": "8001720002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-03",
+    "salesforce_account_id": "001SB017000002",
+    "salesforce_opportunity_id": "006SB017000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/036_sbp-017-04_05_next_steps.csv b/task_files/sb100-017-granite-security-reviews/05_next_steps/036_sbp-017-04_05_next_steps.csv
new file mode 100644
index 0000000000000000000000000000000000000000..e39f8ea4387c83a619f844ce3b70303606f906f1
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/036_sbp-017-04_05_next_steps.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-04"""
+record_control,account_name,"""Dovetail Enterprises"""
+record_control,salesforce_account_id,"""001SB017000003"""
+record_control,salesforce_opportunity_id,"""006SB017000003"""
+record_control,hubspot_company_id,"""8001710003"""
+record_control,hubspot_deal_id,"""8001720003"""
+record_control,gong_evidence_id,"""GE-017-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""05_next_steps"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Dovetail Enterprises"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,2014562
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-07"""
+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-017-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-04 | EVT-017-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-09 | EVT-017-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-14 | EVT-017-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-19 | EVT-017-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-24 | EVT-017-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-29 | EVT-017-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-03 | EVT-017-036-7 | buyer | security review remains seller-owned"", ""2026-06-08 | EVT-017-036-8 | seller | champion requested a revised mutual action plan"", ""2026-06-13 | EVT-017-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-017-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-017-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-017-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-017-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-017-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-017-036-15 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-017-036-16 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-017-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-017-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-017-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-017-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-017-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-017-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-017-036-23 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-017-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-017-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-017-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-017-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-017-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-017-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-017-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-017-036-31 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-017-036-32 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-017-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-017-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-017-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001740003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-18"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/037_sbp-017-05_05_next_steps.eml b/task_files/sb100-017-granite-security-reviews/05_next_steps/037_sbp-017-05_05_next_steps.eml
new file mode 100644
index 0000000000000000000000000000000000000000..f5d14b7b8ee4651f1192663da1ae319b64fe8a0f
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/037_sbp-017-05_05_next_steps.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-05 / 05_next_steps
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-05",
+    "account_name": "Evergreen Cooperative",
+    "salesforce_account_id": "001SB017000004",
+    "salesforce_opportunity_id": "006SB017000004",
+    "hubspot_company_id": "8001710004",
+    "hubspot_deal_id": "8001720004",
+    "gong_evidence_id": "GE-017-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "05_next_steps",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Evergreen Cooperative",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2151675,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-017-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-017-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-10 | EVT-017-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-15 | EVT-017-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-20 | EVT-017-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-25 | EVT-017-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-017-037-6 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-017-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-017-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-017-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-017-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-017-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-017-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-017-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-017-037-14 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-017-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-017-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-017-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-017-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-017-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-017-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-017-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-017-037-22 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-017-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-017-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-017-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-017-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-017-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-017-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-017-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-017-037-30 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-017-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-017-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-017-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-017-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-19"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/038_sbp-017-06_05_next_steps.xml b/task_files/sb100-017-granite-security-reviews/05_next_steps/038_sbp-017-06_05_next_steps.xml
new file mode 100644
index 0000000000000000000000000000000000000000..39df882c4a4ac6bc136729d8670841cada36dbeb
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/038_sbp-017-06_05_next_steps.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-06",
+  "account_name": "Foxglove Platform",
+  "salesforce_account_id": "001SB017000005",
+  "salesforce_opportunity_id": "006SB017000005",
+  "hubspot_company_id": "8001710005",
+  "hubspot_deal_id": "8001720005",
+  "gong_evidence_id": "GE-017-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "05_next_steps",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Foxglove Platform",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 2288788,
+  "stage": "Discovery",
+  "close_date": "2026-10-21",
+  "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-017-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-06 | EVT-017-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-11 | EVT-017-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-16 | EVT-017-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-21 | EVT-017-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-26 | EVT-017-038-5 | buyer | security review remains seller-owned",
+    "2026-05-31 | EVT-017-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-05 | EVT-017-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-10 | EVT-017-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-15 | EVT-017-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-017-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-017-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-017-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-017-038-13 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-017-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-017-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-017-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-017-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-017-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-017-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-017-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-017-038-21 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-017-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-017-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-017-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-017-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-017-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-017-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-017-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-017-038-29 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-017-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-017-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-017-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-017-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-017-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-017-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-017-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-20"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/039_sbp-017-07_05_next_steps.html b/task_files/sb100-017-granite-security-reviews/05_next_steps/039_sbp-017-07_05_next_steps.html
new file mode 100644
index 0000000000000000000000000000000000000000..00c6f6600cc42a6de42cfde133ed5036ad246c05
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/039_sbp-017-07_05_next_steps.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;05_next_steps&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Corporation&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 2425901,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-28&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-017-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-07 | EVT-017-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-12 | EVT-017-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-17 | EVT-017-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-22 | EVT-017-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-27 | EVT-017-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-01 | EVT-017-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-06 | EVT-017-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-11 | EVT-017-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-16 | EVT-017-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-017-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-017-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-017-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-017-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-017-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-017-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-017-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-017-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-017-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-017-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-017-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-017-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-017-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-017-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-017-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-017-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-017-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-017-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-017-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-017-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-017-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-017-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-017-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-017-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-017-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-15&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>
diff --git a/task_files/sb100-017-granite-security-reviews/05_next_steps/040_sbp-017-08_05_next_steps.md b/task_files/sb100-017-granite-security-reviews/05_next_steps/040_sbp-017-08_05_next_steps.md
new file mode 100644
index 0000000000000000000000000000000000000000..83ce2d1936c12ca4fb9a59e57fe6513a12b61b60
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/05_next_steps/040_sbp-017-08_05_next_steps.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-08",
+    "account_name": "Harbor Group",
+    "salesforce_account_id": "001SB017000007",
+    "salesforce_opportunity_id": "006SB017000007",
+    "hubspot_company_id": "8001710007",
+    "hubspot_deal_id": "8001720007",
+    "gong_evidence_id": "GE-017-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "05_next_steps",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Harbor Group",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2563014,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-017-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-13 | EVT-017-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-18 | EVT-017-040-3 | buyer | security review remains seller-owned",
+      "2026-05-23 | EVT-017-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-017-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-017-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-017-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-017-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-017-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-017-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-017-040-11 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-017-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-017-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-017-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-017-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-017-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-017-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-017-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-017-040-19 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-017-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-017-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-017-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-017-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-017-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-017-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-017-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-017-040-27 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-017-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-017-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-017-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-017-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-017-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-017-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-017-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/041_sbp-017-09_06_calendar.md b/task_files/sb100-017-granite-security-reviews/06_calendar/041_sbp-017-09_06_calendar.md
new file mode 100644
index 0000000000000000000000000000000000000000..ae16274a641df39b40bebe21c12c29ae6d8aaec0
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/041_sbp-017-09_06_calendar.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-09",
+    "account_name": "Indigo Holdings",
+    "salesforce_account_id": "001SB017000008",
+    "salesforce_opportunity_id": "006SB017000008",
+    "hubspot_company_id": "8001710008",
+    "hubspot_deal_id": "8001720008",
+    "gong_evidence_id": "GE-017-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "06_calendar",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Indigo Holdings",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2700127,
+    "stage": "Negotiation",
+    "close_date": "2026-11-11",
+    "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-017-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-017-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-14 | EVT-017-041-2 | seller | security review remains seller-owned",
+      "2026-05-19 | EVT-017-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-017-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-017-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-017-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-017-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-017-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-017-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-017-041-10 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-017-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-017-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-017-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-017-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-017-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-017-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-017-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-017-041-18 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-017-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-017-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-017-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-017-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-017-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-017-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-017-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-017-041-26 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-017-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-017-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-017-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-017-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-017-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-017-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-017-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-017-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/042_sbp-017-10_06_calendar.txt b/task_files/sb100-017-granite-security-reviews/06_calendar/042_sbp-017-10_06_calendar.txt
new file mode 100644
index 0000000000000000000000000000000000000000..fea32d0bbd659d51058f61b85479eb1aee690df6
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/042_sbp-017-10_06_calendar.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-10",
+    "account_name": "Juniper Systems",
+    "salesforce_account_id": "001SB017000009",
+    "salesforce_opportunity_id": "006SB017000009",
+    "hubspot_company_id": "8001710009",
+    "hubspot_deal_id": "8001720009",
+    "gong_evidence_id": "GE-017-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "06_calendar",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Juniper Systems",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2837240,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "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-017-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-017-042-1 | buyer | security review remains seller-owned",
+      "2026-05-15 | EVT-017-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-017-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-017-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-017-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-017-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-017-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-017-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-017-042-9 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-017-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-017-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-017-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-017-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-017-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-017-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-017-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-017-042-17 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-017-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-017-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-017-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-017-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-017-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-017-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-017-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-017-042-25 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-017-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-017-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-017-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-017-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-017-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-017-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-017-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-017-042-33 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-017-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000009",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/044_sbp-017-12_06_calendar.csv b/task_files/sb100-017-granite-security-reviews/06_calendar/044_sbp-017-12_06_calendar.csv
new file mode 100644
index 0000000000000000000000000000000000000000..d3869b18e8899b0bb0ec169dc11128aa6fd206e1
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/044_sbp-017-12_06_calendar.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-12"""
+record_control,account_name,"""Lantern Networks"""
+record_control,salesforce_account_id,"""001SB017000011"""
+record_control,salesforce_opportunity_id,"""006SB017000011"""
+record_control,hubspot_company_id,"""8001710011"""
+record_control,hubspot_deal_id,"""8001720011"""
+record_control,gong_evidence_id,"""GE-017-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""06_calendar"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Lantern Networks"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,3111466
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-02"""
+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-017-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-12 | EVT-017-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-17 | EVT-017-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-22 | EVT-017-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-27 | EVT-017-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-01 | EVT-017-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-06 | EVT-017-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-11 | EVT-017-044-7 | buyer | security review remains seller-owned"", ""2026-06-16 | EVT-017-044-8 | seller | champion requested a revised mutual action plan"", ""2026-06-21 | EVT-017-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-26 | EVT-017-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-01 | EVT-017-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-06 | EVT-017-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-11 | EVT-017-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-16 | EVT-017-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-21 | EVT-017-044-15 | buyer | security review remains seller-owned"", ""2026-07-26 | EVT-017-044-16 | seller | champion requested a revised mutual action plan"", ""2026-07-31 | EVT-017-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-05 | EVT-017-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-10 | EVT-017-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-15 | EVT-017-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-20 | EVT-017-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-25 | EVT-017-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-30 | EVT-017-044-23 | buyer | security review remains seller-owned"", ""2026-09-04 | EVT-017-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-09 | EVT-017-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-14 | EVT-017-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-19 | EVT-017-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-24 | EVT-017-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-29 | EVT-017-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-04 | EVT-017-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-09 | EVT-017-044-31 | buyer | security review remains seller-owned"", ""2026-10-14 | EVT-017-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-19 | EVT-017-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-24 | EVT-017-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-017-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-017-12 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,"""2026-09-20"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/045_sbp-017-13_06_calendar.eml b/task_files/sb100-017-granite-security-reviews/06_calendar/045_sbp-017-13_06_calendar.eml
new file mode 100644
index 0000000000000000000000000000000000000000..54246641abd275a500e500b86b29d55f0076e7ab
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/045_sbp-017-13_06_calendar.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-13 / 06_calendar
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-13",
+    "account_name": "Meridian Labs",
+    "salesforce_account_id": "001SB017000012",
+    "salesforce_opportunity_id": "006SB017000012",
+    "hubspot_company_id": "8001710012",
+    "hubspot_deal_id": "8001720012",
+    "gong_evidence_id": "GE-017-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "06_calendar",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Meridian Labs",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3248579,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-017-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-017-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-18 | EVT-017-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-23 | EVT-017-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-017-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-017-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-017-045-6 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-017-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-017-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-017-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-017-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-017-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-017-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-017-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-017-045-14 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-017-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-017-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-017-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-017-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-017-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-017-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-017-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-017-045-22 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-017-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-017-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-017-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-017-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-017-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-017-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-017-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-017-045-30 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-017-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-017-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-017-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-017-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-13",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/046_sbp-017-14_06_calendar.xml b/task_files/sb100-017-granite-security-reviews/06_calendar/046_sbp-017-14_06_calendar.xml
new file mode 100644
index 0000000000000000000000000000000000000000..2ad18a5e52e9270c9658bb562e99b9c9fee37700
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/046_sbp-017-14_06_calendar.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-14",
+  "account_name": "Northstar Industries",
+  "salesforce_account_id": "001SB017000013",
+  "salesforce_opportunity_id": "006SB017000013",
+  "hubspot_company_id": "8001710013",
+  "hubspot_deal_id": "8001720013",
+  "gong_evidence_id": "GE-017-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "06_calendar",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Northstar Industries",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 3385692,
+  "stage": "Discovery",
+  "close_date": "2026-08-30",
+  "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-017-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-14 | EVT-017-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-19 | EVT-017-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-24 | EVT-017-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-29 | EVT-017-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-03 | EVT-017-046-5 | buyer | security review remains seller-owned",
+    "2026-06-08 | EVT-017-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-13 | EVT-017-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-18 | EVT-017-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-23 | EVT-017-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-28 | EVT-017-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-03 | EVT-017-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-08 | EVT-017-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-13 | EVT-017-046-13 | buyer | security review remains seller-owned",
+    "2026-07-18 | EVT-017-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-23 | EVT-017-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-28 | EVT-017-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-02 | EVT-017-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-07 | EVT-017-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-12 | EVT-017-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-17 | EVT-017-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-22 | EVT-017-046-21 | buyer | security review remains seller-owned",
+    "2026-08-27 | EVT-017-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-01 | EVT-017-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-06 | EVT-017-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-11 | EVT-017-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-16 | EVT-017-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-21 | EVT-017-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-26 | EVT-017-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-01 | EVT-017-046-29 | buyer | security review remains seller-owned",
+    "2026-10-06 | EVT-017-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-11 | EVT-017-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-16 | EVT-017-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-21 | EVT-017-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-26 | EVT-017-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-017-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB017000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/047_sbp-017-15_06_calendar.html b/task_files/sb100-017-granite-security-reviews/06_calendar/047_sbp-017-15_06_calendar.html
new file mode 100644
index 0000000000000000000000000000000000000000..f563c9af050e88026658541f22a03fd7537ed6de
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/047_sbp-017-15_06_calendar.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;06_calendar&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Collective&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 3522805,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-06&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-017-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-15 | EVT-017-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-20 | EVT-017-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-25 | EVT-017-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-30 | EVT-017-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-04 | EVT-017-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-09 | EVT-017-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-14 | EVT-017-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-19 | EVT-017-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-24 | EVT-017-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-29 | EVT-017-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-04 | EVT-017-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-09 | EVT-017-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-14 | EVT-017-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-19 | EVT-017-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-24 | EVT-017-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-29 | EVT-017-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-03 | EVT-017-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-08 | EVT-017-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-13 | EVT-017-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-18 | EVT-017-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-23 | EVT-017-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-28 | EVT-017-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-02 | EVT-017-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-07 | EVT-017-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-12 | EVT-017-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-17 | EVT-017-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-22 | EVT-017-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-27 | EVT-017-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-02 | EVT-017-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-07 | EVT-017-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-12 | EVT-017-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-17 | EVT-017-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-22 | EVT-017-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-27 | EVT-017-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-17&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>
diff --git a/task_files/sb100-017-granite-security-reviews/06_calendar/048_sbp-017-16_06_calendar.md b/task_files/sb100-017-granite-security-reviews/06_calendar/048_sbp-017-16_06_calendar.md
new file mode 100644
index 0000000000000000000000000000000000000000..b86935f30b24b82769e7e43bc7789d7840748f2d
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/06_calendar/048_sbp-017-16_06_calendar.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-16",
+    "account_name": "Palisade Works",
+    "salesforce_account_id": "001SB017000015",
+    "salesforce_opportunity_id": "006SB017000015",
+    "hubspot_company_id": "8001710015",
+    "hubspot_deal_id": "8001720015",
+    "gong_evidence_id": "GE-017-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "06_calendar",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Palisade Works",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3659918,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-017-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-21 | EVT-017-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-017-048-3 | buyer | security review remains seller-owned",
+      "2026-05-31 | EVT-017-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-017-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-017-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-017-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-017-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-017-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-017-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-017-048-11 | buyer | security review remains seller-owned",
+      "2026-07-10 | EVT-017-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-017-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-017-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-017-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-017-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-017-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-017-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-017-048-19 | buyer | security review remains seller-owned",
+      "2026-08-19 | EVT-017-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-017-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-017-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-017-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-017-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-017-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-017-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-017-048-27 | buyer | security review remains seller-owned",
+      "2026-09-28 | EVT-017-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-017-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-017-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-017-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-017-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-017-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-017-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/049_sbp-017-01_07_owner_roster.md b/task_files/sb100-017-granite-security-reviews/07_owner_roster/049_sbp-017-01_07_owner_roster.md
new file mode 100644
index 0000000000000000000000000000000000000000..8f3bc7e17cba0194a123ac66470a4864230b6b54
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/049_sbp-017-01_07_owner_roster.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-01",
+    "account_name": "Alder Technologies",
+    "salesforce_account_id": "001SB017000000",
+    "salesforce_opportunity_id": "006SB017000000",
+    "hubspot_company_id": "8001710000",
+    "hubspot_deal_id": "8001720000",
+    "gong_evidence_id": "GE-017-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "07_owner_roster",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Alder Technologies",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1603223,
+    "stage": "Negotiation",
+    "close_date": "2026-09-16",
+    "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-017-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-017-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-22 | EVT-017-049-2 | seller | security review remains seller-owned",
+      "2026-05-27 | EVT-017-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-017-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-017-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-017-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-017-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-017-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-017-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-017-049-10 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-017-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-017-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-017-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-017-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-017-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-017-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-017-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-017-049-18 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-017-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-017-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-017-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-017-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-017-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-017-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-017-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-017-049-26 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-017-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-017-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-017-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-017-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-017-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-017-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-017-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-017-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/050_sbp-017-02_07_owner_roster.txt b/task_files/sb100-017-granite-security-reviews/07_owner_roster/050_sbp-017-02_07_owner_roster.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f60598626e57cf7227466fe33b52c6775ccb1a6f
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/050_sbp-017-02_07_owner_roster.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-02",
+    "account_name": "Beacon Services",
+    "salesforce_account_id": "001SB017000001",
+    "salesforce_opportunity_id": "006SB017000001",
+    "hubspot_company_id": "8001710001",
+    "hubspot_deal_id": "8001720001",
+    "gong_evidence_id": "GE-017-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "07_owner_roster",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Beacon Services",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1740336,
+    "stage": "Discovery",
+    "close_date": "2026-09-23",
+    "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-017-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-017-050-1 | buyer | security review remains seller-owned",
+      "2026-05-23 | EVT-017-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-017-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-017-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-017-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-017-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-017-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-017-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-017-050-9 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-017-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-017-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-017-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-017-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-017-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-017-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-017-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-017-050-17 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-017-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-017-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-017-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-017-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-017-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-017-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-017-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-017-050-25 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-017-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-017-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-017-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-017-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-017-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-017-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-017-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-017-050-33 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-017-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/051_sbp-017-03_07_owner_roster.json b/task_files/sb100-017-granite-security-reviews/07_owner_roster/051_sbp-017-03_07_owner_roster.json
new file mode 100644
index 0000000000000000000000000000000000000000..023a4d59a9a61b73b1568dcc79854afa6ca41a61
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/051_sbp-017-03_07_owner_roster.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1877449,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-09-30",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Ventures",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "Status",
+    "authorized_record_id": "00TSB017000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-17",
+    "decision_code": "CHG-017-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-19 | EVT-017-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-017-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-017-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-017-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-017-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-017-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-017-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-017-051-8 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-017-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-017-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-017-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-017-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-017-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-017-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-017-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-017-051-16 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-017-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-017-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-017-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-017-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-017-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-017-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-017-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-017-051-24 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-017-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-017-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-017-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-017-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-017-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-017-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-017-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-017-051-32 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-017-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-017-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-03 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Ventures",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "07_owner_roster",
+    "gong_evidence_id": "GE-017-03",
+    "hubspot_company_id": "8001710002",
+    "hubspot_deal_id": "8001720002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-03",
+    "salesforce_account_id": "001SB017000002",
+    "salesforce_opportunity_id": "006SB017000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/052_sbp-017-04_07_owner_roster.csv b/task_files/sb100-017-granite-security-reviews/07_owner_roster/052_sbp-017-04_07_owner_roster.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ee9ff636ba4b3148897a11d772e2ecbdb981d691
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/052_sbp-017-04_07_owner_roster.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-04"""
+record_control,account_name,"""Dovetail Enterprises"""
+record_control,salesforce_account_id,"""001SB017000003"""
+record_control,salesforce_opportunity_id,"""006SB017000003"""
+record_control,hubspot_company_id,"""8001710003"""
+record_control,hubspot_deal_id,"""8001720003"""
+record_control,gong_evidence_id,"""GE-017-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""07_owner_roster"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Dovetail Enterprises"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,2014562
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-07"""
+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-017-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-20 | EVT-017-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-25 | EVT-017-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-30 | EVT-017-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-04 | EVT-017-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-09 | EVT-017-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-14 | EVT-017-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-19 | EVT-017-052-7 | buyer | security review remains seller-owned"", ""2026-06-24 | EVT-017-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-29 | EVT-017-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-04 | EVT-017-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-09 | EVT-017-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-14 | EVT-017-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-19 | EVT-017-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-24 | EVT-017-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-29 | EVT-017-052-15 | buyer | security review remains seller-owned"", ""2026-08-03 | EVT-017-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-08 | EVT-017-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-13 | EVT-017-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-18 | EVT-017-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-23 | EVT-017-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-28 | EVT-017-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-02 | EVT-017-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-07 | EVT-017-052-23 | buyer | security review remains seller-owned"", ""2026-09-12 | EVT-017-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-17 | EVT-017-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-22 | EVT-017-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-27 | EVT-017-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-02 | EVT-017-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-07 | EVT-017-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-12 | EVT-017-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-17 | EVT-017-052-31 | buyer | security review remains seller-owned"", ""2026-10-22 | EVT-017-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-27 | EVT-017-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-01 | EVT-017-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-017-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001740003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-18"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/053_sbp-017-05_07_owner_roster.eml b/task_files/sb100-017-granite-security-reviews/07_owner_roster/053_sbp-017-05_07_owner_roster.eml
new file mode 100644
index 0000000000000000000000000000000000000000..74993e3de23fddfa0226ca096bdee5d30a78d7c9
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/053_sbp-017-05_07_owner_roster.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-05 / 07_owner_roster
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-05",
+    "account_name": "Evergreen Cooperative",
+    "salesforce_account_id": "001SB017000004",
+    "salesforce_opportunity_id": "006SB017000004",
+    "hubspot_company_id": "8001710004",
+    "hubspot_deal_id": "8001720004",
+    "gong_evidence_id": "GE-017-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "07_owner_roster",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Evergreen Cooperative",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2151675,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-017-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-017-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-017-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-017-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-017-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-017-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-017-053-6 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-017-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-017-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-017-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-017-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-017-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-017-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-017-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-017-053-14 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-017-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-017-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-017-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-017-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-017-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-017-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-017-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-017-053-22 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-017-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-017-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-017-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-017-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-017-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-017-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-017-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-017-053-30 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-017-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-017-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-017-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-017-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-19"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/054_sbp-017-06_07_owner_roster.xml b/task_files/sb100-017-granite-security-reviews/07_owner_roster/054_sbp-017-06_07_owner_roster.xml
new file mode 100644
index 0000000000000000000000000000000000000000..ada42bd6840fe5c6997124ed5c3f66caa450c7e5
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/054_sbp-017-06_07_owner_roster.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-06",
+  "account_name": "Foxglove Platform",
+  "salesforce_account_id": "001SB017000005",
+  "salesforce_opportunity_id": "006SB017000005",
+  "hubspot_company_id": "8001710005",
+  "hubspot_deal_id": "8001720005",
+  "gong_evidence_id": "GE-017-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "07_owner_roster",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Foxglove Platform",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 2288788,
+  "stage": "Discovery",
+  "close_date": "2026-10-21",
+  "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-017-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-22 | EVT-017-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-27 | EVT-017-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-01 | EVT-017-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-06 | EVT-017-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-11 | EVT-017-054-5 | buyer | security review remains seller-owned",
+    "2026-06-16 | EVT-017-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-21 | EVT-017-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-26 | EVT-017-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-01 | EVT-017-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-06 | EVT-017-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-11 | EVT-017-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-16 | EVT-017-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-21 | EVT-017-054-13 | buyer | security review remains seller-owned",
+    "2026-07-26 | EVT-017-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-31 | EVT-017-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-05 | EVT-017-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-10 | EVT-017-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-15 | EVT-017-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-20 | EVT-017-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-25 | EVT-017-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-30 | EVT-017-054-21 | buyer | security review remains seller-owned",
+    "2026-09-04 | EVT-017-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-09 | EVT-017-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-14 | EVT-017-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-19 | EVT-017-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-24 | EVT-017-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-29 | EVT-017-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-04 | EVT-017-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-09 | EVT-017-054-29 | buyer | security review remains seller-owned",
+    "2026-10-14 | EVT-017-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-19 | EVT-017-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-24 | EVT-017-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-29 | EVT-017-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-03 | EVT-017-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-017-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-017-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-20"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/055_sbp-017-07_07_owner_roster.html b/task_files/sb100-017-granite-security-reviews/07_owner_roster/055_sbp-017-07_07_owner_roster.html
new file mode 100644
index 0000000000000000000000000000000000000000..3d306e22500db33238883667aebe32b273e73f5d
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/055_sbp-017-07_07_owner_roster.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;07_owner_roster&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Corporation&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 2425901,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-28&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-017-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-23 | EVT-017-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-28 | EVT-017-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-02 | EVT-017-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-07 | EVT-017-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-12 | EVT-017-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-17 | EVT-017-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-22 | EVT-017-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-27 | EVT-017-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-02 | EVT-017-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-07 | EVT-017-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-12 | EVT-017-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-17 | EVT-017-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-22 | EVT-017-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-27 | EVT-017-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-01 | EVT-017-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-06 | EVT-017-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-11 | EVT-017-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-16 | EVT-017-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-21 | EVT-017-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-26 | EVT-017-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-31 | EVT-017-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-05 | EVT-017-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-10 | EVT-017-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-15 | EVT-017-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-20 | EVT-017-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-25 | EVT-017-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-30 | EVT-017-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-05 | EVT-017-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-10 | EVT-017-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-15 | EVT-017-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-20 | EVT-017-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-25 | EVT-017-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-30 | EVT-017-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-04 | EVT-017-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-15&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>
diff --git a/task_files/sb100-017-granite-security-reviews/07_owner_roster/056_sbp-017-08_07_owner_roster.md b/task_files/sb100-017-granite-security-reviews/07_owner_roster/056_sbp-017-08_07_owner_roster.md
new file mode 100644
index 0000000000000000000000000000000000000000..84e28dcfcfa031278f1d01a136374f1dfcf71a8e
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/07_owner_roster/056_sbp-017-08_07_owner_roster.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-08",
+    "account_name": "Harbor Group",
+    "salesforce_account_id": "001SB017000007",
+    "salesforce_opportunity_id": "006SB017000007",
+    "hubspot_company_id": "8001710007",
+    "hubspot_deal_id": "8001720007",
+    "gong_evidence_id": "GE-017-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "07_owner_roster",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Harbor Group",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2563014,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-017-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-29 | EVT-017-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-017-056-3 | buyer | security review remains seller-owned",
+      "2026-06-08 | EVT-017-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-017-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-017-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-017-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-017-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-017-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-017-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-017-056-11 | buyer | security review remains seller-owned",
+      "2026-07-18 | EVT-017-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-017-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-017-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-017-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-017-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-017-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-017-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-017-056-19 | buyer | security review remains seller-owned",
+      "2026-08-27 | EVT-017-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-017-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-017-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-017-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-017-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-017-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-017-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-017-056-27 | buyer | security review remains seller-owned",
+      "2026-10-06 | EVT-017-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-017-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-017-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-017-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-017-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-017-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-017-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/057_sbp-017-09_08_slippage.md b/task_files/sb100-017-granite-security-reviews/08_slippage/057_sbp-017-09_08_slippage.md
new file mode 100644
index 0000000000000000000000000000000000000000..1d49b59a9e3f96b8861d6737fa9d81ff6be8078e
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/057_sbp-017-09_08_slippage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-09",
+    "account_name": "Indigo Holdings",
+    "salesforce_account_id": "001SB017000008",
+    "salesforce_opportunity_id": "006SB017000008",
+    "hubspot_company_id": "8001710008",
+    "hubspot_deal_id": "8001720008",
+    "gong_evidence_id": "GE-017-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "08_slippage",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Indigo Holdings",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2700127,
+    "stage": "Negotiation",
+    "close_date": "2026-11-11",
+    "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-017-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-017-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-017-057-2 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-017-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-017-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-017-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-017-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-017-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-017-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-017-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-017-057-10 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-017-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-017-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-017-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-017-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-017-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-017-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-017-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-017-057-18 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-017-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-017-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-017-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-017-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-017-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-017-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-017-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-017-057-26 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-017-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-017-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-017-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-017-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-017-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-017-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-017-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-017-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/058_sbp-017-10_08_slippage.txt b/task_files/sb100-017-granite-security-reviews/08_slippage/058_sbp-017-10_08_slippage.txt
new file mode 100644
index 0000000000000000000000000000000000000000..9f31bed945098f488c205aae6180cffd4f8a97ee
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/058_sbp-017-10_08_slippage.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-10",
+    "account_name": "Juniper Systems",
+    "salesforce_account_id": "001SB017000009",
+    "salesforce_opportunity_id": "006SB017000009",
+    "hubspot_company_id": "8001710009",
+    "hubspot_deal_id": "8001720009",
+    "gong_evidence_id": "GE-017-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "08_slippage",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Juniper Systems",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2837240,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "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-017-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-017-058-1 | buyer | security review remains seller-owned",
+      "2026-05-31 | EVT-017-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-017-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-017-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-017-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-017-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-017-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-017-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-017-058-9 | buyer | security review remains seller-owned",
+      "2026-07-10 | EVT-017-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-017-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-017-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-017-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-017-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-017-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-017-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-017-058-17 | buyer | security review remains seller-owned",
+      "2026-08-19 | EVT-017-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-017-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-017-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-017-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-017-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-017-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-017-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-017-058-25 | buyer | security review remains seller-owned",
+      "2026-09-28 | EVT-017-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-017-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-017-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-017-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-017-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-017-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-017-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-017-058-33 | buyer | security review remains seller-owned",
+      "2026-11-07 | EVT-017-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000009",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/059_sbp-017-11_08_slippage.json b/task_files/sb100-017-granite-security-reviews/08_slippage/059_sbp-017-11_08_slippage.json
new file mode 100644
index 0000000000000000000000000000000000000000..5115806ce97b21c07aac1885c6ebb2317480210b
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/059_sbp-017-11_08_slippage.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2974353,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-11-25",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Partners",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "hs_task_status",
+    "authorized_record_id": "8001740010",
+    "authorized_system": "hubspot",
+    "current_value": "DEFERRED",
+    "deadline": "2026-09-19",
+    "decision_code": "CHG-017-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "NOT_STARTED"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-27 | EVT-017-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-017-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-017-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-017-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-017-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-017-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-017-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-017-059-8 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-017-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-017-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-017-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-017-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-017-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-017-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-017-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-017-059-16 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-017-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-017-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-017-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-017-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-017-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-017-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-017-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-017-059-24 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-017-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-017-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-017-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-017-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-017-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-017-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-017-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-017-059-32 | seller | security review remains seller-owned",
+      "2026-11-03 | EVT-017-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-08 | EVT-017-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-11 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Partners",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "08_slippage",
+    "gong_evidence_id": "GE-017-11",
+    "hubspot_company_id": "8001710010",
+    "hubspot_deal_id": "8001720010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-11",
+    "salesforce_account_id": "001SB017000010",
+    "salesforce_opportunity_id": "006SB017000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/060_sbp-017-12_08_slippage.csv b/task_files/sb100-017-granite-security-reviews/08_slippage/060_sbp-017-12_08_slippage.csv
new file mode 100644
index 0000000000000000000000000000000000000000..a3c39665f7eed0480972b4912a81e8de82bc2643
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/060_sbp-017-12_08_slippage.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-12"""
+record_control,account_name,"""Lantern Networks"""
+record_control,salesforce_account_id,"""001SB017000011"""
+record_control,salesforce_opportunity_id,"""006SB017000011"""
+record_control,hubspot_company_id,"""8001710011"""
+record_control,hubspot_deal_id,"""8001720011"""
+record_control,gong_evidence_id,"""GE-017-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""08_slippage"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Lantern Networks"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,3111466
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-02"""
+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-017-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-28 | EVT-017-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-02 | EVT-017-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-07 | EVT-017-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-12 | EVT-017-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-17 | EVT-017-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-22 | EVT-017-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-27 | EVT-017-060-7 | buyer | security review remains seller-owned"", ""2026-07-02 | EVT-017-060-8 | seller | champion requested a revised mutual action plan"", ""2026-07-07 | EVT-017-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-12 | EVT-017-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-17 | EVT-017-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-22 | EVT-017-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-27 | EVT-017-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-01 | EVT-017-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-06 | EVT-017-060-15 | buyer | security review remains seller-owned"", ""2026-08-11 | EVT-017-060-16 | seller | champion requested a revised mutual action plan"", ""2026-08-16 | EVT-017-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-21 | EVT-017-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-26 | EVT-017-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-31 | EVT-017-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-05 | EVT-017-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-10 | EVT-017-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-15 | EVT-017-060-23 | buyer | security review remains seller-owned"", ""2026-09-20 | EVT-017-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-25 | EVT-017-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-30 | EVT-017-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-05 | EVT-017-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-10 | EVT-017-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-15 | EVT-017-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-20 | EVT-017-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-25 | EVT-017-060-31 | buyer | security review remains seller-owned"", ""2026-10-30 | EVT-017-060-32 | seller | champion requested a revised mutual action plan"", ""2026-11-04 | EVT-017-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-09 | EVT-017-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-017-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-017-12 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,"""2026-09-20"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/061_sbp-017-13_08_slippage.eml b/task_files/sb100-017-granite-security-reviews/08_slippage/061_sbp-017-13_08_slippage.eml
new file mode 100644
index 0000000000000000000000000000000000000000..14881e1c1df2df10ee9289bfdb1f845fb6aa1a19
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/061_sbp-017-13_08_slippage.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-13 / 08_slippage
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-13",
+    "account_name": "Meridian Labs",
+    "salesforce_account_id": "001SB017000012",
+    "salesforce_opportunity_id": "006SB017000012",
+    "hubspot_company_id": "8001710012",
+    "hubspot_deal_id": "8001720012",
+    "gong_evidence_id": "GE-017-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "08_slippage",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Meridian Labs",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3248579,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-017-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-017-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-017-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-017-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-017-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-017-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-017-061-6 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-017-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-017-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-017-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-017-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-017-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-017-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-017-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-017-061-14 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-017-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-017-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-017-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-017-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-017-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-017-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-017-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-017-061-22 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-017-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-017-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-017-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-017-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-017-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-017-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-017-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-017-061-30 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-017-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-017-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-017-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-017-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-13",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/062_sbp-017-14_08_slippage.xml b/task_files/sb100-017-granite-security-reviews/08_slippage/062_sbp-017-14_08_slippage.xml
new file mode 100644
index 0000000000000000000000000000000000000000..c2c9ae98bebb025f187f65048264ec69bd47bd98
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/062_sbp-017-14_08_slippage.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-14",
+  "account_name": "Northstar Industries",
+  "salesforce_account_id": "001SB017000013",
+  "salesforce_opportunity_id": "006SB017000013",
+  "hubspot_company_id": "8001710013",
+  "hubspot_deal_id": "8001720013",
+  "gong_evidence_id": "GE-017-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "08_slippage",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Northstar Industries",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 3385692,
+  "stage": "Discovery",
+  "close_date": "2026-08-30",
+  "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-017-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-30 | EVT-017-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-04 | EVT-017-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-09 | EVT-017-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-14 | EVT-017-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-19 | EVT-017-062-5 | buyer | security review remains seller-owned",
+    "2026-06-24 | EVT-017-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-29 | EVT-017-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-04 | EVT-017-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-09 | EVT-017-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-14 | EVT-017-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-19 | EVT-017-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-24 | EVT-017-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-29 | EVT-017-062-13 | buyer | security review remains seller-owned",
+    "2026-08-03 | EVT-017-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-08 | EVT-017-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-13 | EVT-017-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-18 | EVT-017-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-23 | EVT-017-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-28 | EVT-017-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-02 | EVT-017-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-07 | EVT-017-062-21 | buyer | security review remains seller-owned",
+    "2026-09-12 | EVT-017-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-17 | EVT-017-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-22 | EVT-017-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-27 | EVT-017-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-02 | EVT-017-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-07 | EVT-017-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-12 | EVT-017-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-17 | EVT-017-062-29 | buyer | security review remains seller-owned",
+    "2026-10-22 | EVT-017-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-27 | EVT-017-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-01 | EVT-017-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-06 | EVT-017-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-11 | EVT-017-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-017-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB017000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/063_sbp-017-15_08_slippage.html b/task_files/sb100-017-granite-security-reviews/08_slippage/063_sbp-017-15_08_slippage.html
new file mode 100644
index 0000000000000000000000000000000000000000..2a67ab35532d8abf16bcf7bd18a4792f51929504
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/063_sbp-017-15_08_slippage.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;08_slippage&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Collective&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 3522805,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-06&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-017-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-31 | EVT-017-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-05 | EVT-017-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-10 | EVT-017-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-15 | EVT-017-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-20 | EVT-017-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-25 | EVT-017-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-30 | EVT-017-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-05 | EVT-017-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-10 | EVT-017-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-15 | EVT-017-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-20 | EVT-017-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-25 | EVT-017-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-30 | EVT-017-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-04 | EVT-017-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-09 | EVT-017-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-14 | EVT-017-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-19 | EVT-017-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-24 | EVT-017-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-29 | EVT-017-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-03 | EVT-017-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-08 | EVT-017-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-13 | EVT-017-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-18 | EVT-017-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-23 | EVT-017-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-28 | EVT-017-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-03 | EVT-017-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-08 | EVT-017-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-13 | EVT-017-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-18 | EVT-017-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-23 | EVT-017-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-28 | EVT-017-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-02 | EVT-017-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-07 | EVT-017-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-12 | EVT-017-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-17&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>
diff --git a/task_files/sb100-017-granite-security-reviews/08_slippage/064_sbp-017-16_08_slippage.md b/task_files/sb100-017-granite-security-reviews/08_slippage/064_sbp-017-16_08_slippage.md
new file mode 100644
index 0000000000000000000000000000000000000000..eac18dc0884abfb5db9f045436251bc2cdb35e09
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/08_slippage/064_sbp-017-16_08_slippage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-16",
+    "account_name": "Palisade Works",
+    "salesforce_account_id": "001SB017000015",
+    "salesforce_opportunity_id": "006SB017000015",
+    "hubspot_company_id": "8001710015",
+    "hubspot_deal_id": "8001720015",
+    "gong_evidence_id": "GE-017-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "08_slippage",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Palisade Works",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3659918,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-017-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-017-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-017-064-3 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-017-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-017-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-017-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-017-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-017-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-017-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-017-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-017-064-11 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-017-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-017-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-017-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-017-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-017-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-017-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-017-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-017-064-19 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-017-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-017-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-017-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-017-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-017-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-017-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-017-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-017-064-27 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-017-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-017-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-017-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-017-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-017-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-017-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-017-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/065_sbp-017-01_09_support_risks.md b/task_files/sb100-017-granite-security-reviews/09_support_risks/065_sbp-017-01_09_support_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..c3b3efcc8d297daf1664f468c512057d4187c74c
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/065_sbp-017-01_09_support_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-01",
+    "account_name": "Alder Technologies",
+    "salesforce_account_id": "001SB017000000",
+    "salesforce_opportunity_id": "006SB017000000",
+    "hubspot_company_id": "8001710000",
+    "hubspot_deal_id": "8001720000",
+    "gong_evidence_id": "GE-017-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "09_support_risks",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Alder Technologies",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1603223,
+    "stage": "Negotiation",
+    "close_date": "2026-09-16",
+    "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-017-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-017-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-017-065-2 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-017-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-017-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-017-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-017-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-017-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-017-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-017-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-017-065-10 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-017-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-017-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-017-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-017-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-017-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-017-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-017-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-017-065-18 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-017-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-017-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-017-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-017-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-017-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-017-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-017-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-017-065-26 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-017-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-017-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-017-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-017-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-017-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-017-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-017-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-017-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/066_sbp-017-02_09_support_risks.txt b/task_files/sb100-017-granite-security-reviews/09_support_risks/066_sbp-017-02_09_support_risks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..b2136012358dabbf7f353e93c96605b275655530
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/066_sbp-017-02_09_support_risks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-02",
+    "account_name": "Beacon Services",
+    "salesforce_account_id": "001SB017000001",
+    "salesforce_opportunity_id": "006SB017000001",
+    "hubspot_company_id": "8001710001",
+    "hubspot_deal_id": "8001720001",
+    "gong_evidence_id": "GE-017-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "09_support_risks",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Beacon Services",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1740336,
+    "stage": "Discovery",
+    "close_date": "2026-09-23",
+    "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-017-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-017-066-1 | buyer | security review remains seller-owned",
+      "2026-06-08 | EVT-017-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-017-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-017-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-017-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-017-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-017-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-017-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-017-066-9 | buyer | security review remains seller-owned",
+      "2026-07-18 | EVT-017-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-017-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-017-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-017-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-017-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-017-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-017-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-017-066-17 | buyer | security review remains seller-owned",
+      "2026-08-27 | EVT-017-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-017-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-017-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-017-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-017-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-017-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-017-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-017-066-25 | buyer | security review remains seller-owned",
+      "2026-10-06 | EVT-017-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-017-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-017-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-017-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-017-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-017-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-017-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-017-066-33 | buyer | security review remains seller-owned",
+      "2026-11-15 | EVT-017-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/067_sbp-017-03_09_support_risks.json b/task_files/sb100-017-granite-security-reviews/09_support_risks/067_sbp-017-03_09_support_risks.json
new file mode 100644
index 0000000000000000000000000000000000000000..fea90313131f97962afb4e4862fd9cffaf6aa2fc
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/067_sbp-017-03_09_support_risks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1877449,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-09-30",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Ventures",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "Status",
+    "authorized_record_id": "00TSB017000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-17",
+    "decision_code": "CHG-017-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-04 | EVT-017-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-017-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-017-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-017-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-017-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-017-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-017-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-017-067-8 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-017-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-017-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-017-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-017-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-017-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-017-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-017-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-017-067-16 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-017-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-017-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-017-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-017-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-017-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-017-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-017-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-017-067-24 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-017-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-017-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-017-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-017-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-017-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-017-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-017-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-017-067-32 | seller | security review remains seller-owned",
+      "2026-11-11 | EVT-017-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-16 | EVT-017-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-03 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Ventures",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "09_support_risks",
+    "gong_evidence_id": "GE-017-03",
+    "hubspot_company_id": "8001710002",
+    "hubspot_deal_id": "8001720002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-03",
+    "salesforce_account_id": "001SB017000002",
+    "salesforce_opportunity_id": "006SB017000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/068_sbp-017-04_09_support_risks.csv b/task_files/sb100-017-granite-security-reviews/09_support_risks/068_sbp-017-04_09_support_risks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ec39297e30451a6c46f7cf07d2915fefe3667c43
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/068_sbp-017-04_09_support_risks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-04"""
+record_control,account_name,"""Dovetail Enterprises"""
+record_control,salesforce_account_id,"""001SB017000003"""
+record_control,salesforce_opportunity_id,"""006SB017000003"""
+record_control,hubspot_company_id,"""8001710003"""
+record_control,hubspot_deal_id,"""8001720003"""
+record_control,gong_evidence_id,"""GE-017-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""09_support_risks"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Dovetail Enterprises"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,2014562
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-07"""
+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-017-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-05 | EVT-017-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-10 | EVT-017-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-15 | EVT-017-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-20 | EVT-017-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-25 | EVT-017-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-30 | EVT-017-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-05 | EVT-017-068-7 | buyer | security review remains seller-owned"", ""2026-07-10 | EVT-017-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-15 | EVT-017-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-20 | EVT-017-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-25 | EVT-017-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-30 | EVT-017-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-04 | EVT-017-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-09 | EVT-017-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-14 | EVT-017-068-15 | buyer | security review remains seller-owned"", ""2026-08-19 | EVT-017-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-24 | EVT-017-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-29 | EVT-017-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-03 | EVT-017-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-08 | EVT-017-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-13 | EVT-017-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-18 | EVT-017-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-23 | EVT-017-068-23 | buyer | security review remains seller-owned"", ""2026-09-28 | EVT-017-068-24 | seller | champion requested a revised mutual action plan"", ""2026-10-03 | EVT-017-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-08 | EVT-017-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-13 | EVT-017-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-18 | EVT-017-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-23 | EVT-017-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-28 | EVT-017-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-02 | EVT-017-068-31 | buyer | security review remains seller-owned"", ""2026-11-07 | EVT-017-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-12 | EVT-017-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-17 | EVT-017-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-017-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001740003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-18"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/069_sbp-017-05_09_support_risks.eml b/task_files/sb100-017-granite-security-reviews/09_support_risks/069_sbp-017-05_09_support_risks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..1fc903ac79cceed4c30e276ab7a5cf7e74649582
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/069_sbp-017-05_09_support_risks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-05 / 09_support_risks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-05",
+    "account_name": "Evergreen Cooperative",
+    "salesforce_account_id": "001SB017000004",
+    "salesforce_opportunity_id": "006SB017000004",
+    "hubspot_company_id": "8001710004",
+    "hubspot_deal_id": "8001720004",
+    "gong_evidence_id": "GE-017-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "09_support_risks",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Evergreen Cooperative",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2151675,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-017-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-017-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-017-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-017-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-017-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-017-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-017-069-6 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-017-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-017-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-017-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-017-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-017-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-017-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-017-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-017-069-14 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-017-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-017-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-017-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-017-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-017-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-017-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-017-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-017-069-22 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-017-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-017-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-017-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-017-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-017-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-017-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-017-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-017-069-30 | seller | security review remains seller-owned",
+      "2026-11-03 | EVT-017-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-08 | EVT-017-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-13 | EVT-017-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-18 | EVT-017-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-19"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/070_sbp-017-06_09_support_risks.xml b/task_files/sb100-017-granite-security-reviews/09_support_risks/070_sbp-017-06_09_support_risks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..6ff7f0ee5d5de8bee2702c9b8e999c3c6fb3cbce
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/070_sbp-017-06_09_support_risks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-06",
+  "account_name": "Foxglove Platform",
+  "salesforce_account_id": "001SB017000005",
+  "salesforce_opportunity_id": "006SB017000005",
+  "hubspot_company_id": "8001710005",
+  "hubspot_deal_id": "8001720005",
+  "gong_evidence_id": "GE-017-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "09_support_risks",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Foxglove Platform",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 2288788,
+  "stage": "Discovery",
+  "close_date": "2026-10-21",
+  "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-017-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-07 | EVT-017-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-12 | EVT-017-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-17 | EVT-017-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-22 | EVT-017-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-27 | EVT-017-070-5 | buyer | security review remains seller-owned",
+    "2026-07-02 | EVT-017-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-07 | EVT-017-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-12 | EVT-017-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-17 | EVT-017-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-22 | EVT-017-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-27 | EVT-017-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-01 | EVT-017-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-06 | EVT-017-070-13 | buyer | security review remains seller-owned",
+    "2026-08-11 | EVT-017-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-16 | EVT-017-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-21 | EVT-017-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-26 | EVT-017-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-31 | EVT-017-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-05 | EVT-017-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-10 | EVT-017-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-15 | EVT-017-070-21 | buyer | security review remains seller-owned",
+    "2026-09-20 | EVT-017-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-25 | EVT-017-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-30 | EVT-017-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-05 | EVT-017-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-10 | EVT-017-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-15 | EVT-017-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-20 | EVT-017-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-25 | EVT-017-070-29 | buyer | security review remains seller-owned",
+    "2026-10-30 | EVT-017-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-04 | EVT-017-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-09 | EVT-017-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-14 | EVT-017-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-19 | EVT-017-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-017-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-017-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-20"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/071_sbp-017-07_09_support_risks.html b/task_files/sb100-017-granite-security-reviews/09_support_risks/071_sbp-017-07_09_support_risks.html
new file mode 100644
index 0000000000000000000000000000000000000000..5d92a948d0cd40a4ded65076c6560686a7629d8a
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/071_sbp-017-07_09_support_risks.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;09_support_risks&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Corporation&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 2425901,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-28&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-017-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-08 | EVT-017-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-13 | EVT-017-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-18 | EVT-017-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-23 | EVT-017-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-28 | EVT-017-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-03 | EVT-017-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-08 | EVT-017-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-13 | EVT-017-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-18 | EVT-017-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-23 | EVT-017-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-28 | EVT-017-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-02 | EVT-017-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-07 | EVT-017-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-12 | EVT-017-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-17 | EVT-017-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-22 | EVT-017-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-27 | EVT-017-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-01 | EVT-017-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-06 | EVT-017-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-11 | EVT-017-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-16 | EVT-017-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-21 | EVT-017-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-26 | EVT-017-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-01 | EVT-017-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-06 | EVT-017-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-11 | EVT-017-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-16 | EVT-017-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-21 | EVT-017-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-26 | EVT-017-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-31 | EVT-017-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-05 | EVT-017-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-10 | EVT-017-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-15 | EVT-017-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-20 | EVT-017-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-15&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>
diff --git a/task_files/sb100-017-granite-security-reviews/09_support_risks/072_sbp-017-08_09_support_risks.md b/task_files/sb100-017-granite-security-reviews/09_support_risks/072_sbp-017-08_09_support_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..78c5403657dc10672d6edfb0cede7a0cc46e5c43
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/09_support_risks/072_sbp-017-08_09_support_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-08",
+    "account_name": "Harbor Group",
+    "salesforce_account_id": "001SB017000007",
+    "salesforce_opportunity_id": "006SB017000007",
+    "hubspot_company_id": "8001710007",
+    "hubspot_deal_id": "8001720007",
+    "gong_evidence_id": "GE-017-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "09_support_risks",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Harbor Group",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2563014,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-017-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-017-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-017-072-3 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-017-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-017-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-017-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-017-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-017-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-017-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-017-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-017-072-11 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-017-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-017-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-017-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-017-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-017-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-017-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-017-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-017-072-19 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-017-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-017-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-017-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-017-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-017-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-017-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-017-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-017-072-27 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-017-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-017-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-017-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-017-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-017-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-017-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-017-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/073_sbp-017-09_10_playbooks.md b/task_files/sb100-017-granite-security-reviews/10_playbooks/073_sbp-017-09_10_playbooks.md
new file mode 100644
index 0000000000000000000000000000000000000000..2ea20e7556bc48665f7a06298b68f19b32b36171
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/073_sbp-017-09_10_playbooks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-09",
+    "account_name": "Indigo Holdings",
+    "salesforce_account_id": "001SB017000008",
+    "salesforce_opportunity_id": "006SB017000008",
+    "hubspot_company_id": "8001710008",
+    "hubspot_deal_id": "8001720008",
+    "gong_evidence_id": "GE-017-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "10_playbooks",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Indigo Holdings",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2700127,
+    "stage": "Negotiation",
+    "close_date": "2026-11-11",
+    "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-017-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-10 | EVT-017-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-017-073-2 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-017-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-017-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-017-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-017-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-017-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-017-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-017-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-017-073-10 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-017-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-017-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-017-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-017-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-017-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-017-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-017-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-017-073-18 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-017-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-017-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-017-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-017-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-017-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-017-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-017-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-017-073-26 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-017-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-017-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-017-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-017-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-017-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-017-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-017-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-22 | EVT-017-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/074_sbp-017-10_10_playbooks.txt b/task_files/sb100-017-granite-security-reviews/10_playbooks/074_sbp-017-10_10_playbooks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..c3f721891ab4a6f04e5c2929f255bac6ad746f29
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/074_sbp-017-10_10_playbooks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-10",
+    "account_name": "Juniper Systems",
+    "salesforce_account_id": "001SB017000009",
+    "salesforce_opportunity_id": "006SB017000009",
+    "hubspot_company_id": "8001710009",
+    "hubspot_deal_id": "8001720009",
+    "gong_evidence_id": "GE-017-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "10_playbooks",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Juniper Systems",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2837240,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "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-017-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-017-074-1 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-017-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-017-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-017-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-017-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-017-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-017-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-017-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-017-074-9 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-017-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-017-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-017-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-017-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-017-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-017-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-017-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-017-074-17 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-017-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-017-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-017-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-017-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-017-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-017-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-017-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-017-074-25 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-017-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-017-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-017-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-017-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-017-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-017-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-017-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-017-074-33 | buyer | security review remains seller-owned",
+      "2026-11-23 | EVT-017-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000009",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/075_sbp-017-11_10_playbooks.json b/task_files/sb100-017-granite-security-reviews/10_playbooks/075_sbp-017-11_10_playbooks.json
new file mode 100644
index 0000000000000000000000000000000000000000..40dc7556dea4fa62322fec7d6e7543b8c937e100
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/075_sbp-017-11_10_playbooks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2974353,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-11-25",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Partners",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "hs_task_status",
+    "authorized_record_id": "8001740010",
+    "authorized_system": "hubspot",
+    "current_value": "DEFERRED",
+    "deadline": "2026-09-19",
+    "decision_code": "CHG-017-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "NOT_STARTED"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-12 | EVT-017-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-017-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-017-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-017-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-017-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-017-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-017-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-017-075-8 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-017-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-017-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-017-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-017-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-017-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-017-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-017-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-017-075-16 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-017-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-017-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-017-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-017-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-017-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-017-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-017-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-017-075-24 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-017-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-017-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-017-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-017-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-017-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-017-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-017-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-017-075-32 | seller | security review remains seller-owned",
+      "2026-11-19 | EVT-017-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-24 | EVT-017-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-11 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Partners",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "10_playbooks",
+    "gong_evidence_id": "GE-017-11",
+    "hubspot_company_id": "8001710010",
+    "hubspot_deal_id": "8001720010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-11",
+    "salesforce_account_id": "001SB017000010",
+    "salesforce_opportunity_id": "006SB017000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/076_sbp-017-12_10_playbooks.csv b/task_files/sb100-017-granite-security-reviews/10_playbooks/076_sbp-017-12_10_playbooks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..076db46424e7501e91c705472c3b23f7a01bcc00
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/076_sbp-017-12_10_playbooks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-12"""
+record_control,account_name,"""Lantern Networks"""
+record_control,salesforce_account_id,"""001SB017000011"""
+record_control,salesforce_opportunity_id,"""006SB017000011"""
+record_control,hubspot_company_id,"""8001710011"""
+record_control,hubspot_deal_id,"""8001720011"""
+record_control,gong_evidence_id,"""GE-017-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""10_playbooks"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Lantern Networks"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,3111466
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-02"""
+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-017-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-13 | EVT-017-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-017-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-017-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-017-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-017-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-017-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-017-076-7 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-017-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-017-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-017-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-017-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-017-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-017-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-017-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-017-076-15 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-017-076-16 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-017-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-017-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-017-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-017-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-017-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-017-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-017-076-23 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-017-076-24 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-017-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-017-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-21 | EVT-017-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-26 | EVT-017-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-31 | EVT-017-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-05 | EVT-017-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-10 | EVT-017-076-31 | buyer | security review remains seller-owned"", ""2026-11-15 | EVT-017-076-32 | seller | champion requested a revised mutual action plan"", ""2026-11-20 | EVT-017-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-25 | EVT-017-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-017-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-017-12 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,"""2026-09-20"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/077_sbp-017-13_10_playbooks.eml b/task_files/sb100-017-granite-security-reviews/10_playbooks/077_sbp-017-13_10_playbooks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..e07c817c0c52b899dfb0e0a937b8590824ba7b21
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/077_sbp-017-13_10_playbooks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-13 / 10_playbooks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-13",
+    "account_name": "Meridian Labs",
+    "salesforce_account_id": "001SB017000012",
+    "salesforce_opportunity_id": "006SB017000012",
+    "hubspot_company_id": "8001710012",
+    "hubspot_deal_id": "8001720012",
+    "gong_evidence_id": "GE-017-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "10_playbooks",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Meridian Labs",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3248579,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-017-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-017-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-017-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-017-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-017-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-017-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-017-077-6 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-017-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-017-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-017-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-017-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-017-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-017-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-017-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-017-077-14 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-017-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-017-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-017-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-017-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-017-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-017-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-017-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-017-077-22 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-017-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-017-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-017-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-017-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-017-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-017-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-017-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-017-077-30 | seller | security review remains seller-owned",
+      "2026-11-11 | EVT-017-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-16 | EVT-017-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-21 | EVT-017-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-26 | EVT-017-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-13",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/078_sbp-017-14_10_playbooks.xml b/task_files/sb100-017-granite-security-reviews/10_playbooks/078_sbp-017-14_10_playbooks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..905821734d7f5e032e2d421b817c6d6162b406e6
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/078_sbp-017-14_10_playbooks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-14",
+  "account_name": "Northstar Industries",
+  "salesforce_account_id": "001SB017000013",
+  "salesforce_opportunity_id": "006SB017000013",
+  "hubspot_company_id": "8001710013",
+  "hubspot_deal_id": "8001720013",
+  "gong_evidence_id": "GE-017-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "10_playbooks",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Northstar Industries",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 3385692,
+  "stage": "Discovery",
+  "close_date": "2026-08-30",
+  "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-017-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-15 | EVT-017-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-017-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-017-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-017-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-017-078-5 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-017-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-017-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-017-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-017-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-017-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-017-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-017-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-017-078-13 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-017-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-017-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-017-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-017-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-017-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-017-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-017-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-017-078-21 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-017-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-017-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-017-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-017-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-017-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-23 | EVT-017-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-28 | EVT-017-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-02 | EVT-017-078-29 | buyer | security review remains seller-owned",
+    "2026-11-07 | EVT-017-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-12 | EVT-017-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-17 | EVT-017-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-22 | EVT-017-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-27 | EVT-017-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-017-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB017000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/079_sbp-017-15_10_playbooks.html b/task_files/sb100-017-granite-security-reviews/10_playbooks/079_sbp-017-15_10_playbooks.html
new file mode 100644
index 0000000000000000000000000000000000000000..aaea4f26aa651f24af2052b24183059205d54e7b
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/079_sbp-017-15_10_playbooks.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;10_playbooks&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Collective&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 3522805,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-06&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-017-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-16 | EVT-017-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-017-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-017-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-017-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-017-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-017-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-017-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-017-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-017-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-017-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-017-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-017-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-017-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-017-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-017-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-017-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-017-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-017-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-017-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-017-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-017-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-017-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-017-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-017-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-017-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-017-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-24 | EVT-017-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-29 | EVT-017-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-03 | EVT-017-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-08 | EVT-017-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-13 | EVT-017-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-18 | EVT-017-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-23 | EVT-017-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-28 | EVT-017-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-17&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>
diff --git a/task_files/sb100-017-granite-security-reviews/10_playbooks/080_sbp-017-16_10_playbooks.md b/task_files/sb100-017-granite-security-reviews/10_playbooks/080_sbp-017-16_10_playbooks.md
new file mode 100644
index 0000000000000000000000000000000000000000..e37f6f6f761429a3e17c18b730d30b9452077f1f
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/10_playbooks/080_sbp-017-16_10_playbooks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-16",
+    "account_name": "Palisade Works",
+    "salesforce_account_id": "001SB017000015",
+    "salesforce_opportunity_id": "006SB017000015",
+    "hubspot_company_id": "8001710015",
+    "hubspot_deal_id": "8001720015",
+    "gong_evidence_id": "GE-017-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "10_playbooks",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Palisade Works",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3659918,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-017-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-017-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-017-080-3 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-017-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-017-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-017-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-017-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-017-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-017-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-017-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-017-080-11 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-017-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-017-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-017-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-017-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-017-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-017-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-017-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-017-080-19 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-017-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-017-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-017-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-017-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-017-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-017-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-017-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-017-080-27 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-017-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-017-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-017-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-017-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-19 | EVT-017-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-24 | EVT-017-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-29 | EVT-017-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/081_sbp-017-01_11_exclusions.md b/task_files/sb100-017-granite-security-reviews/11_exclusions/081_sbp-017-01_11_exclusions.md
new file mode 100644
index 0000000000000000000000000000000000000000..f888857c1337631f9e3c54bf48a6bf84aeb72528
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/081_sbp-017-01_11_exclusions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-01",
+    "account_name": "Alder Technologies",
+    "salesforce_account_id": "001SB017000000",
+    "salesforce_opportunity_id": "006SB017000000",
+    "hubspot_company_id": "8001710000",
+    "hubspot_deal_id": "8001720000",
+    "gong_evidence_id": "GE-017-01",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "11_exclusions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Alder Technologies",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1603223,
+    "stage": "Negotiation",
+    "close_date": "2026-09-16",
+    "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-017-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-017-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-017-081-2 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-017-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-017-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-017-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-017-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-017-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-017-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-017-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-017-081-10 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-017-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-017-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-017-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-017-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-017-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-017-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-017-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-017-081-18 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-017-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-017-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-017-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-017-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-017-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-017-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-017-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-017-081-26 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-017-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-017-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-017-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-017-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-15 | EVT-017-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-20 | EVT-017-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-25 | EVT-017-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-30 | EVT-017-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000000",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/082_sbp-017-02_11_exclusions.txt b/task_files/sb100-017-granite-security-reviews/11_exclusions/082_sbp-017-02_11_exclusions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..82c357dc14663feb54331221aab0101d4817b1ab
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/082_sbp-017-02_11_exclusions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-02",
+    "account_name": "Beacon Services",
+    "salesforce_account_id": "001SB017000001",
+    "salesforce_opportunity_id": "006SB017000001",
+    "hubspot_company_id": "8001710001",
+    "hubspot_deal_id": "8001720001",
+    "gong_evidence_id": "GE-017-02",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "11_exclusions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Beacon Services",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 1740336,
+    "stage": "Discovery",
+    "close_date": "2026-09-23",
+    "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-017-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-017-082-1 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-017-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-017-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-017-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-017-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-017-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-017-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-017-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-017-082-9 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-017-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-017-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-017-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-017-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-017-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-017-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-017-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-017-082-17 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-017-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-017-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-017-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-017-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-017-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-017-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-017-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-017-082-25 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-017-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-017-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-017-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-017-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-017-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-017-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-017-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-26 | EVT-017-082-33 | buyer | security review remains seller-owned",
+      "2026-12-01 | EVT-017-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740001",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/083_sbp-017-03_11_exclusions.json b/task_files/sb100-017-granite-security-reviews/11_exclusions/083_sbp-017-03_11_exclusions.json
new file mode 100644
index 0000000000000000000000000000000000000000..0a3bf48db1c4f2d6f4f3907bbc7b9dd05a18cc54
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/083_sbp-017-03_11_exclusions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1877449,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-09-30",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Ventures",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "Status",
+    "authorized_record_id": "00TSB017000002",
+    "authorized_system": "salesforce",
+    "current_value": "Deferred",
+    "deadline": "2026-09-17",
+    "decision_code": "CHG-017-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "Not Started"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-01 | EVT-017-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-06 | EVT-017-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-11 | EVT-017-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-16 | EVT-017-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-21 | EVT-017-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-26 | EVT-017-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-017-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-017-083-8 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-017-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-017-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-017-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-017-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-017-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-017-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-017-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-017-083-16 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-017-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-017-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-017-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-017-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-017-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-017-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-017-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-017-083-24 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-017-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-017-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-017-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-017-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-017-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-017-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-017-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-017-083-32 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-017-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-017-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-03 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Ventures",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "11_exclusions",
+    "gong_evidence_id": "GE-017-03",
+    "hubspot_company_id": "8001710002",
+    "hubspot_deal_id": "8001720002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-03",
+    "salesforce_account_id": "001SB017000002",
+    "salesforce_opportunity_id": "006SB017000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/084_sbp-017-04_11_exclusions.csv b/task_files/sb100-017-granite-security-reviews/11_exclusions/084_sbp-017-04_11_exclusions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..e9785b4fc3b63905521d54cd33f4961ab8c1b3e8
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/084_sbp-017-04_11_exclusions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-04"""
+record_control,account_name,"""Dovetail Enterprises"""
+record_control,salesforce_account_id,"""001SB017000003"""
+record_control,salesforce_opportunity_id,"""006SB017000003"""
+record_control,hubspot_company_id,"""8001710003"""
+record_control,hubspot_deal_id,"""8001720003"""
+record_control,gong_evidence_id,"""GE-017-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""11_exclusions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Dovetail Enterprises"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,2014562
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-07"""
+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-017-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-02 | EVT-017-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-07 | EVT-017-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-12 | EVT-017-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-17 | EVT-017-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-22 | EVT-017-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-27 | EVT-017-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-01 | EVT-017-084-7 | buyer | security review remains seller-owned"", ""2026-06-06 | EVT-017-084-8 | seller | champion requested a revised mutual action plan"", ""2026-06-11 | EVT-017-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-16 | EVT-017-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-21 | EVT-017-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-26 | EVT-017-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-01 | EVT-017-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-06 | EVT-017-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-11 | EVT-017-084-15 | buyer | security review remains seller-owned"", ""2026-07-16 | EVT-017-084-16 | seller | champion requested a revised mutual action plan"", ""2026-07-21 | EVT-017-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-26 | EVT-017-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-31 | EVT-017-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-05 | EVT-017-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-10 | EVT-017-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-15 | EVT-017-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-20 | EVT-017-084-23 | buyer | security review remains seller-owned"", ""2026-08-25 | EVT-017-084-24 | seller | champion requested a revised mutual action plan"", ""2026-08-30 | EVT-017-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-04 | EVT-017-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-09 | EVT-017-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-14 | EVT-017-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-19 | EVT-017-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-24 | EVT-017-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-29 | EVT-017-084-31 | buyer | security review remains seller-owned"", ""2026-10-04 | EVT-017-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-09 | EVT-017-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-14 | EVT-017-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-017-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8001740003"""
+decision,authorized_field,"""hs_task_status"""
+decision,current_value,"""DEFERRED"""
+decision,required_value,"""NOT_STARTED"""
+decision,reason,"""SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy."""
+decision,owner,"""Amina Yusuf"""
+decision,deadline,"""2026-09-18"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/085_sbp-017-05_11_exclusions.eml b/task_files/sb100-017-granite-security-reviews/11_exclusions/085_sbp-017-05_11_exclusions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..cf91d499ed5a83fde439b5fb41f26d1e21a28048
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/085_sbp-017-05_11_exclusions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-05 / 11_exclusions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-05",
+    "account_name": "Evergreen Cooperative",
+    "salesforce_account_id": "001SB017000004",
+    "salesforce_opportunity_id": "006SB017000004",
+    "hubspot_company_id": "8001710004",
+    "hubspot_deal_id": "8001720004",
+    "gong_evidence_id": "GE-017-05",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "11_exclusions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Evergreen Cooperative",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2151675,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-017-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-017-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-08 | EVT-017-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-13 | EVT-017-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-18 | EVT-017-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-017-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-017-085-6 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-017-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-017-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-017-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-017-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-017-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-017-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-017-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-017-085-14 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-017-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-017-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-017-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-017-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-017-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-017-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-017-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-017-085-22 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-017-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-017-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-017-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-017-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-017-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-017-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-017-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-017-085-30 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-017-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-017-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-017-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-017-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000004",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-19"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/086_sbp-017-06_11_exclusions.xml b/task_files/sb100-017-granite-security-reviews/11_exclusions/086_sbp-017-06_11_exclusions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..93b33ce86500904103c4cbf2ba3b40ea7f4901ae
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/086_sbp-017-06_11_exclusions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-06",
+  "account_name": "Foxglove Platform",
+  "salesforce_account_id": "001SB017000005",
+  "salesforce_opportunity_id": "006SB017000005",
+  "hubspot_company_id": "8001710005",
+  "hubspot_deal_id": "8001720005",
+  "gong_evidence_id": "GE-017-06",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "11_exclusions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Foxglove Platform",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 2288788,
+  "stage": "Discovery",
+  "close_date": "2026-10-21",
+  "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-017-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-04 | EVT-017-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-09 | EVT-017-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-14 | EVT-017-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-19 | EVT-017-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-24 | EVT-017-086-5 | buyer | security review remains seller-owned",
+    "2026-05-29 | EVT-017-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-03 | EVT-017-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-08 | EVT-017-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-13 | EVT-017-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-18 | EVT-017-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-23 | EVT-017-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-28 | EVT-017-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-03 | EVT-017-086-13 | buyer | security review remains seller-owned",
+    "2026-07-08 | EVT-017-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-13 | EVT-017-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-18 | EVT-017-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-23 | EVT-017-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-28 | EVT-017-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-02 | EVT-017-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-07 | EVT-017-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-12 | EVT-017-086-21 | buyer | security review remains seller-owned",
+    "2026-08-17 | EVT-017-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-22 | EVT-017-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-27 | EVT-017-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-01 | EVT-017-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-06 | EVT-017-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-11 | EVT-017-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-16 | EVT-017-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-21 | EVT-017-086-29 | buyer | security review remains seller-owned",
+    "2026-09-26 | EVT-017-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-01 | EVT-017-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-06 | EVT-017-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-11 | EVT-017-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-16 | EVT-017-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-017-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-017-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-20"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/087_sbp-017-07_11_exclusions.html b/task_files/sb100-017-granite-security-reviews/11_exclusions/087_sbp-017-07_11_exclusions.html
new file mode 100644
index 0000000000000000000000000000000000000000..718fa62c3a63ebac4f6eb8ea08c5a0f5ef121d69
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/087_sbp-017-07_11_exclusions.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;11_exclusions&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Corporation&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 2425901,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-10-28&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-017-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-05 | EVT-017-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-10 | EVT-017-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-15 | EVT-017-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-20 | EVT-017-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-25 | EVT-017-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-30 | EVT-017-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-04 | EVT-017-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-09 | EVT-017-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-14 | EVT-017-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-19 | EVT-017-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-24 | EVT-017-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-29 | EVT-017-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-04 | EVT-017-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-09 | EVT-017-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-14 | EVT-017-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-19 | EVT-017-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-24 | EVT-017-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-29 | EVT-017-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-03 | EVT-017-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-08 | EVT-017-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-13 | EVT-017-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-18 | EVT-017-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-23 | EVT-017-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-28 | EVT-017-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-02 | EVT-017-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-07 | EVT-017-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-12 | EVT-017-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-17 | EVT-017-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-22 | EVT-017-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-27 | EVT-017-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-02 | EVT-017-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-07 | EVT-017-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-12 | EVT-017-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-17 | EVT-017-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740006&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-15&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>
diff --git a/task_files/sb100-017-granite-security-reviews/11_exclusions/088_sbp-017-08_11_exclusions.md b/task_files/sb100-017-granite-security-reviews/11_exclusions/088_sbp-017-08_11_exclusions.md
new file mode 100644
index 0000000000000000000000000000000000000000..4884e1b79bd7ba47df4677796ebd0c227d3817a5
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/11_exclusions/088_sbp-017-08_11_exclusions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-08",
+    "account_name": "Harbor Group",
+    "salesforce_account_id": "001SB017000007",
+    "salesforce_opportunity_id": "006SB017000007",
+    "hubspot_company_id": "8001710007",
+    "hubspot_deal_id": "8001720007",
+    "gong_evidence_id": "GE-017-08",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "11_exclusions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Harbor Group",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2563014,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-017-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-11 | EVT-017-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-16 | EVT-017-088-3 | buyer | security review remains seller-owned",
+      "2026-05-21 | EVT-017-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-017-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-017-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-017-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-017-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-017-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-017-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-017-088-11 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-017-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-017-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-017-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-017-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-017-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-017-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-017-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-017-088-19 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-017-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-017-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-017-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-017-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-017-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-017-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-017-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-017-088-27 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-017-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-017-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-017-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-017-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-017-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-017-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-017-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000007",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/089_sbp-017-09_12_deliverables.md b/task_files/sb100-017-granite-security-reviews/12_deliverables/089_sbp-017-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..a2587977cb6d1bbb76ba6f6a7e1f4e5679cbf0ad
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/089_sbp-017-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-09",
+    "account_name": "Indigo Holdings",
+    "salesforce_account_id": "001SB017000008",
+    "salesforce_opportunity_id": "006SB017000008",
+    "hubspot_company_id": "8001710008",
+    "hubspot_deal_id": "8001720008",
+    "gong_evidence_id": "GE-017-09",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Indigo Holdings",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2700127,
+    "stage": "Negotiation",
+    "close_date": "2026-11-11",
+    "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-017-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-017-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-12 | EVT-017-089-2 | seller | security review remains seller-owned",
+      "2026-05-17 | EVT-017-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-017-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-017-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-017-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-017-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-017-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-017-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-017-089-10 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-017-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-017-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-017-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-017-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-017-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-017-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-017-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-017-089-18 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-017-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-017-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-017-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-017-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-017-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-017-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-017-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-017-089-26 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-017-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-017-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-017-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-017-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-017-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-017-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-017-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-017-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8001740008",
+    "authorized_field": "hs_task_status",
+    "current_value": "DEFERRED",
+    "required_value": "NOT_STARTED",
+    "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/090_sbp-017-10_12_deliverables.txt b/task_files/sb100-017-granite-security-reviews/12_deliverables/090_sbp-017-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..36f5537ffa006c24d0ddbcc9c7808971d1e8f612
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/090_sbp-017-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-10",
+    "account_name": "Juniper Systems",
+    "salesforce_account_id": "001SB017000009",
+    "salesforce_opportunity_id": "006SB017000009",
+    "hubspot_company_id": "8001710009",
+    "hubspot_deal_id": "8001720009",
+    "gong_evidence_id": "GE-017-10",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Juniper Systems",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 2837240,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "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-017-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-017-090-1 | buyer | security review remains seller-owned",
+      "2026-05-13 | EVT-017-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-017-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-017-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-017-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-017-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-017-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-017-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-017-090-9 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-017-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-017-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-017-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-017-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-017-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-017-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-017-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-017-090-17 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-017-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-017-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-017-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-017-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-017-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-017-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-017-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-017-090-25 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-017-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-017-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-017-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-017-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-017-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-017-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-017-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-017-090-33 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-017-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-017-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00TSB017000009",
+    "authorized_field": "Status",
+    "current_value": "Deferred",
+    "required_value": "Not Started",
+    "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/091_sbp-017-11_12_deliverables.json b/task_files/sb100-017-granite-security-reviews/12_deliverables/091_sbp-017-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..97cfb1f152d65a8336bd6689d38bae6d84eef739
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/091_sbp-017-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2974353,
+    "benchmark_company": "Granite Commerce",
+    "close_date": "2026-11-25",
+    "industry": "commerce platform",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Partners",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "stage": "Negotiation"
+  },
+  "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": "hs_task_status",
+    "authorized_record_id": "8001740010",
+    "authorized_system": "hubspot",
+    "current_value": "DEFERRED",
+    "deadline": "2026-09-19",
+    "decision_code": "CHG-017-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.",
+    "required_value": "NOT_STARTED"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-09 | EVT-017-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-14 | EVT-017-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-19 | EVT-017-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-017-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-017-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-017-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-017-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-017-091-8 | seller | security review remains seller-owned",
+      "2026-06-18 | EVT-017-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-017-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-017-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-017-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-017-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-017-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-017-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-017-091-16 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-017-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-017-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-017-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-017-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-017-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-017-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-017-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-017-091-24 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-017-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-017-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-017-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-017-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-017-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-017-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-017-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-017-091-32 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-017-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-017-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-017-11 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 pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Partners",
+    "as_of": "2026-09-12",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-017-11",
+    "hubspot_company_id": "8001710010",
+    "hubspot_deal_id": "8001720010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-017-11",
+    "salesforce_account_id": "001SB017000010",
+    "salesforce_opportunity_id": "006SB017000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-017-granite-security-reviews"
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/092_sbp-017-12_12_deliverables.csv b/task_files/sb100-017-granite-security-reviews/12_deliverables/092_sbp-017-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..72836506f8072eedd83365a986f317b29a90888e
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/092_sbp-017-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-017-granite-security-reviews"""
+record_control,portfolio_key,"""SBP-017-12"""
+record_control,account_name,"""Lantern Networks"""
+record_control,salesforce_account_id,"""001SB017000011"""
+record_control,salesforce_opportunity_id,"""006SB017000011"""
+record_control,hubspot_company_id,"""8001710011"""
+record_control,hubspot_deal_id,"""8001720011"""
+record_control,gong_evidence_id,"""GE-017-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-09-12"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Granite Commerce"""
+business_context,portfolio_account,"""Lantern Networks"""
+business_context,industry,"""commerce platform"""
+business_context,region,"""North America"""
+business_context,requester,"""Enterprise Sales VP"""
+business_context,amount_usd,3111466
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-02"""
+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-017-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-10 | EVT-017-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-15 | EVT-017-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-20 | EVT-017-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-25 | EVT-017-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-30 | EVT-017-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-04 | EVT-017-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-09 | EVT-017-092-7 | buyer | security review remains seller-owned"", ""2026-06-14 | EVT-017-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-19 | EVT-017-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-24 | EVT-017-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-29 | EVT-017-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-04 | EVT-017-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-09 | EVT-017-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-14 | EVT-017-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-19 | EVT-017-092-15 | buyer | security review remains seller-owned"", ""2026-07-24 | EVT-017-092-16 | seller | champion requested a revised mutual action plan"", ""2026-07-29 | EVT-017-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-03 | EVT-017-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-08 | EVT-017-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-13 | EVT-017-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-18 | EVT-017-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-23 | EVT-017-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-28 | EVT-017-092-23 | buyer | security review remains seller-owned"", ""2026-09-02 | EVT-017-092-24 | seller | champion requested a revised mutual action plan"", ""2026-09-07 | EVT-017-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-12 | EVT-017-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-17 | EVT-017-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-22 | EVT-017-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-27 | EVT-017-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-02 | EVT-017-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-07 | EVT-017-092-31 | buyer | security review remains seller-owned"", ""2026-10-12 | EVT-017-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-17 | EVT-017-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-22 | EVT-017-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-017-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-017-12 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,"""2026-09-20"""
+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
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/093_sbp-017-13_12_deliverables.eml b/task_files/sb100-017-granite-security-reviews/12_deliverables/093_sbp-017-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..dff1a38f1ce38132576467463e47baea0b7862d9
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/093_sbp-017-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-017-granite-security-reviews.example
+To: portfolio-review@sb100-017-granite-security-reviews.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-017-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-13",
+    "account_name": "Meridian Labs",
+    "salesforce_account_id": "001SB017000012",
+    "salesforce_opportunity_id": "006SB017000012",
+    "hubspot_company_id": "8001710012",
+    "hubspot_deal_id": "8001720012",
+    "gong_evidence_id": "GE-017-13",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Meridian Labs",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3248579,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-017-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-017-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-16 | EVT-017-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-21 | EVT-017-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-26 | EVT-017-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-017-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-017-093-6 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-017-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-017-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-017-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-017-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-017-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-017-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-017-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-017-093-14 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-017-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-017-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-017-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-017-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-017-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-017-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-017-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-017-093-22 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-017-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-017-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-017-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-017-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-017-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-017-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-017-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-017-093-30 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-017-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-017-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-017-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-017-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-13",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/094_sbp-017-14_12_deliverables.xml b/task_files/sb100-017-granite-security-reviews/12_deliverables/094_sbp-017-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..286426cc08d080c7ca4b4ed9381ff70a430be31a
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/094_sbp-017-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-017-granite-security-reviews",
+  "portfolio_key": "SBP-017-14",
+  "account_name": "Northstar Industries",
+  "salesforce_account_id": "001SB017000013",
+  "salesforce_opportunity_id": "006SB017000013",
+  "hubspot_company_id": "8001710013",
+  "hubspot_deal_id": "8001720013",
+  "gong_evidence_id": "GE-017-14",
+  "period": "2026-Q4",
+  "as_of": "2026-09-12",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Granite Commerce",
+  "portfolio_account": "Northstar Industries",
+  "industry": "commerce platform",
+  "region": "North America",
+  "requester": "Enterprise Sales VP",
+  "amount_usd": 3385692,
+  "stage": "Discovery",
+  "close_date": "2026-08-30",
+  "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-017-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-12 | EVT-017-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-17 | EVT-017-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-22 | EVT-017-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-27 | EVT-017-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-01 | EVT-017-094-5 | buyer | security review remains seller-owned",
+    "2026-06-06 | EVT-017-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-11 | EVT-017-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-16 | EVT-017-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-21 | EVT-017-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-26 | EVT-017-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-01 | EVT-017-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-06 | EVT-017-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-11 | EVT-017-094-13 | buyer | security review remains seller-owned",
+    "2026-07-16 | EVT-017-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-21 | EVT-017-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-26 | EVT-017-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-31 | EVT-017-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-05 | EVT-017-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-10 | EVT-017-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-15 | EVT-017-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-20 | EVT-017-094-21 | buyer | security review remains seller-owned",
+    "2026-08-25 | EVT-017-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-30 | EVT-017-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-04 | EVT-017-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-09 | EVT-017-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-14 | EVT-017-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-19 | EVT-017-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-24 | EVT-017-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-29 | EVT-017-094-29 | buyer | security review remains seller-owned",
+    "2026-10-04 | EVT-017-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-09 | EVT-017-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-14 | EVT-017-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-19 | EVT-017-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-24 | EVT-017-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-017-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00TSB017000013",
+  "authorized_field": "Status",
+  "current_value": "Deferred",
+  "required_value": "Not Started",
+  "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/095_sbp-017-15_12_deliverables.html b/task_files/sb100-017-granite-security-reviews/12_deliverables/095_sbp-017-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..f1a913471e0e00d33d0be2651d0f4b38f0fb4411
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/095_sbp-017-15_12_deliverables.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;sb100-017-granite-security-reviews&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-017-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB017000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB017000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8001710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8001720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-017-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-09-12&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Granite Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Collective&quot;,
+    &quot;industry&quot;: &quot;commerce platform&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Enterprise Sales VP&quot;,
+    &quot;amount_usd&quot;: 3522805,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-06&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-017-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-13 | EVT-017-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-18 | EVT-017-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-23 | EVT-017-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-28 | EVT-017-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-02 | EVT-017-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-07 | EVT-017-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-12 | EVT-017-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-17 | EVT-017-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-22 | EVT-017-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-27 | EVT-017-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-02 | EVT-017-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-07 | EVT-017-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-12 | EVT-017-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-17 | EVT-017-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-22 | EVT-017-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-27 | EVT-017-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-01 | EVT-017-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-06 | EVT-017-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-11 | EVT-017-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-16 | EVT-017-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-21 | EVT-017-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-26 | EVT-017-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-31 | EVT-017-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-05 | EVT-017-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-10 | EVT-017-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-15 | EVT-017-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-20 | EVT-017-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-25 | EVT-017-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-30 | EVT-017-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-05 | EVT-017-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-10 | EVT-017-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-15 | EVT-017-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-20 | EVT-017-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-25 | EVT-017-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-017-12&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8001740014&quot;,
+    &quot;authorized_field&quot;: &quot;hs_task_status&quot;,
+    &quot;current_value&quot;: &quot;DEFERRED&quot;,
+    &quot;required_value&quot;: &quot;NOT_STARTED&quot;,
+    &quot;reason&quot;: &quot;SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Elena Rossi&quot;,
+    &quot;deadline&quot;: &quot;2026-09-17&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>
diff --git a/task_files/sb100-017-granite-security-reviews/12_deliverables/096_sbp-017-16_12_deliverables.md b/task_files/sb100-017-granite-security-reviews/12_deliverables/096_sbp-017-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..82f3e41ebb0aefeffa8f3644aa1560ebc7ad13b9
--- /dev/null
+++ b/task_files/sb100-017-granite-security-reviews/12_deliverables/096_sbp-017-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-017-granite-security-reviews",
+    "portfolio_key": "SBP-017-16",
+    "account_name": "Palisade Works",
+    "salesforce_account_id": "001SB017000015",
+    "salesforce_opportunity_id": "006SB017000015",
+    "hubspot_company_id": "8001710015",
+    "hubspot_deal_id": "8001720015",
+    "gong_evidence_id": "GE-017-16",
+    "period": "2026-Q4",
+    "as_of": "2026-09-12",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Granite Commerce",
+    "portfolio_account": "Palisade Works",
+    "industry": "commerce platform",
+    "region": "North America",
+    "requester": "Enterprise Sales VP",
+    "amount_usd": 3659918,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-017-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For pipeline-recovery, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-017-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-19 | EVT-017-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-24 | EVT-017-096-3 | buyer | security review remains seller-owned",
+      "2026-05-29 | EVT-017-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-017-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-017-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-017-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-017-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-017-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-017-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-017-096-11 | buyer | security review remains seller-owned",
+      "2026-07-08 | EVT-017-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-017-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-017-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-017-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-017-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-017-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-017-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-017-096-19 | buyer | security review remains seller-owned",
+      "2026-08-17 | EVT-017-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-017-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-017-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-017-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-017-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-017-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-017-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-017-096-27 | buyer | security review remains seller-owned",
+      "2026-09-26 | EVT-017-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-017-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-017-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-017-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-017-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-017-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-017-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-017-16",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-017-16 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-18"
+  },
+  "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/03_contacts/018_sbp-039-02_03_contacts.txt b/task_files/sb100-039-cascade-custom-object-map/03_contacts/018_sbp-039-02_03_contacts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3ec8079e7ea82e2a3903f8401d2ba86551d7073b
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/03_contacts/018_sbp-039-02_03_contacts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB039000001",
+    "salesforce_opportunity_id": "006SB039000001",
+    "hubspot_company_id": "8003910001",
+    "hubspot_deal_id": "8003920001",
+    "gong_evidence_id": "GE-039-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "03_contacts",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3582154,
+    "stage": "Prospecting",
+    "close_date": "2026-10-15",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-039-02 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-039-018-1 | buyer | security review remains seller-owned",
+      "2026-05-13 | EVT-039-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-039-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-039-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-039-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-039-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-039-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-039-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-039-018-9 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-039-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-039-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-039-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-039-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-039-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-039-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-039-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-039-018-17 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-039-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-039-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-039-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-039-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-039-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-039-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-039-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-039-018-25 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-039-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-039-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-039-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-039-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-039-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-039-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-039-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-039-018-33 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-039-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910001",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000001",
+    "reason": "SBP-039-02 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q4 policy.",
+    "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/03_contacts/022_sbp-039-06_03_contacts.xml b/task_files/sb100-039-cascade-custom-object-map/03_contacts/022_sbp-039-06_03_contacts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..df5ec5b1cd4bc8cd73e938a1cd3af2982ab03dad
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/03_contacts/022_sbp-039-06_03_contacts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-039-cascade-custom-object-map",
+  "portfolio_key": "SBP-039-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB039000005",
+  "salesforce_opportunity_id": "006SB039000005",
+  "hubspot_company_id": "8003910005",
+  "hubspot_deal_id": "8003920005",
+  "gong_evidence_id": "GE-039-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-27",
+  "folder": "03_contacts",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cascade MedTech",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "medical technology",
+  "region": "United States",
+  "requester": "CRM Architecture Lead",
+  "amount_usd": 4130606,
+  "stage": "Prospecting",
+  "close_date": "2026-11-12",
+  "owner": "Amina Yusuf",
+  "owner_role": "Account Director"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "finance validation is complete but legal review is open",
+  "risk_code": "procurement_timing",
+  "gong_summary": "Permitted Gong insight GE-039-06 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+  "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-12 | EVT-039-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-17 | EVT-039-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-22 | EVT-039-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-27 | EVT-039-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-01 | EVT-039-022-5 | buyer | security review remains seller-owned",
+    "2026-06-06 | EVT-039-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-11 | EVT-039-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-16 | EVT-039-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-21 | EVT-039-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-26 | EVT-039-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-01 | EVT-039-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-06 | EVT-039-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-11 | EVT-039-022-13 | buyer | security review remains seller-owned",
+    "2026-07-16 | EVT-039-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-21 | EVT-039-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-26 | EVT-039-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-31 | EVT-039-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-05 | EVT-039-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-10 | EVT-039-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-15 | EVT-039-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-20 | EVT-039-022-21 | buyer | security review remains seller-owned",
+    "2026-08-25 | EVT-039-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-30 | EVT-039-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-04 | EVT-039-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-09 | EVT-039-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-14 | EVT-039-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-19 | EVT-039-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-24 | EVT-039-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-29 | EVT-039-022-29 | buyer | security review remains seller-owned",
+    "2026-10-04 | EVT-039-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-09 | EVT-039-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-14 | EVT-039-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-19 | EVT-039-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-24 | EVT-039-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-039-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "001SB039000005",
+  "authorized_field": "HubSpot_Company_ID__c",
+  "current_value": "",
+  "required_value": "8003910005",
+  "reason": "SBP-039-06 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.",
+  "owner": "Amina Yusuf",
+  "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>
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/033_sbp-039-01_05_external_ids.md b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/033_sbp-039-01_05_external_ids.md
new file mode 100644
index 0000000000000000000000000000000000000000..966e833282afad251e3d84e7c414787c01e8077e
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/033_sbp-039-01_05_external_ids.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB039000000",
+    "salesforce_opportunity_id": "006SB039000000",
+    "hubspot_company_id": "8003910000",
+    "hubspot_deal_id": "8003920000",
+    "gong_evidence_id": "GE-039-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "05_external_ids",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3445041,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-039-01 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-039-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-039-033-2 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-039-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-039-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-039-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-039-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-039-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-039-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-039-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-039-033-10 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-039-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-039-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-039-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-039-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-039-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-039-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-039-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-039-033-18 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-039-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-039-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-039-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-039-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-039-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-039-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-039-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-039-033-26 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-039-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-039-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-039-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-039-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-039-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-039-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-039-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-039-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB039000000",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003910000",
+    "reason": "SBP-039-01 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/034_sbp-039-02_05_external_ids.txt b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/034_sbp-039-02_05_external_ids.txt
new file mode 100644
index 0000000000000000000000000000000000000000..24789745423ff24de717acc55eb5703904ec705e
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/034_sbp-039-02_05_external_ids.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB039000001",
+    "salesforce_opportunity_id": "006SB039000001",
+    "hubspot_company_id": "8003910001",
+    "hubspot_deal_id": "8003920001",
+    "gong_evidence_id": "GE-039-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "05_external_ids",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3582154,
+    "stage": "Prospecting",
+    "close_date": "2026-10-15",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-039-02 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-039-034-1 | buyer | security review remains seller-owned",
+      "2026-05-29 | EVT-039-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-039-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-039-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-039-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-039-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-039-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-039-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-039-034-9 | buyer | security review remains seller-owned",
+      "2026-07-08 | EVT-039-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-039-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-039-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-039-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-039-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-039-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-039-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-039-034-17 | buyer | security review remains seller-owned",
+      "2026-08-17 | EVT-039-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-039-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-039-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-039-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-039-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-039-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-039-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-039-034-25 | buyer | security review remains seller-owned",
+      "2026-09-26 | EVT-039-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-039-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-039-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-039-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-039-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-039-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-039-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-039-034-33 | buyer | security review remains seller-owned",
+      "2026-11-05 | EVT-039-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910001",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000001",
+    "reason": "SBP-039-02 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q4 policy.",
+    "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/035_sbp-039-03_05_external_ids.json b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/035_sbp-039-03_05_external_ids.json
new file mode 100644
index 0000000000000000000000000000000000000000..defb7699cfe93e7882e17cc9e3a1a50bf6b17e39
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/035_sbp-039-03_05_external_ids.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3719267,
+    "benchmark_company": "Cascade MedTech",
+    "close_date": "2026-10-22",
+    "industry": "medical technology",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE",
+    "portfolio_account": "Cobalt Platform",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "stage": "Technical Validation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-039-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Jon Bell",
+    "reason": "SBP-039-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-25 | EVT-039-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-039-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-039-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-039-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-039-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-039-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-039-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-039-035-8 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-039-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-039-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-039-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-039-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-039-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-039-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-039-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-039-035-16 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-039-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-039-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-039-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-039-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-039-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-039-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-039-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-039-035-24 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-039-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-039-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-039-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-039-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-039-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-039-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-039-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-039-035-32 | seller | security review remains seller-owned",
+      "2026-11-01 | EVT-039-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-039-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-039-03 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "risk_code": "security_review",
+    "signal": "economic buyer confirmed procurement timing",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "05_external_ids",
+    "gong_evidence_id": "GE-039-03",
+    "hubspot_company_id": "8003910002",
+    "hubspot_deal_id": "8003920002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-039-03",
+    "salesforce_account_id": "001SB039000002",
+    "salesforce_opportunity_id": "006SB039000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-039-cascade-custom-object-map"
+  }
+}
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/036_sbp-039-04_05_external_ids.csv b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/036_sbp-039-04_05_external_ids.csv
new file mode 100644
index 0000000000000000000000000000000000000000..b29a23eb73a4632d6b387100839ad3eb2937e0d4
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/036_sbp-039-04_05_external_ids.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-039-cascade-custom-object-map"""
+record_control,portfolio_key,"""SBP-039-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB039000003"""
+record_control,salesforce_opportunity_id,"""006SB039000003"""
+record_control,hubspot_company_id,"""8003910003"""
+record_control,hubspot_deal_id,"""8003920003"""
+record_control,gong_evidence_id,"""GE-039-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""05_external_ids"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cascade MedTech"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""medical technology"""
+business_context,region,"""United States"""
+business_context,requester,"""CRM Architecture Lead"""
+business_context,amount_usd,3856380
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-10-29"""
+business_context,owner,"""Priya Raman"""
+business_context,owner_role,"""Strategic AE"""
+evidence,signal,"""security review remains seller-owned"""
+evidence,risk_code,"""identity_ambiguity"""
+evidence,gong_summary,"""Permitted Gong insight GE-039-04 supports security review remains seller-owned without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-26 | EVT-039-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-31 | EVT-039-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-05 | EVT-039-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-10 | EVT-039-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-15 | EVT-039-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-20 | EVT-039-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-25 | EVT-039-036-7 | buyer | security review remains seller-owned"", ""2026-06-30 | EVT-039-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-05 | EVT-039-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-10 | EVT-039-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-15 | EVT-039-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-20 | EVT-039-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-25 | EVT-039-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-30 | EVT-039-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-04 | EVT-039-036-15 | buyer | security review remains seller-owned"", ""2026-08-09 | EVT-039-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-14 | EVT-039-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-19 | EVT-039-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-24 | EVT-039-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-29 | EVT-039-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-03 | EVT-039-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-08 | EVT-039-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-13 | EVT-039-036-23 | buyer | security review remains seller-owned"", ""2026-09-18 | EVT-039-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-23 | EVT-039-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-28 | EVT-039-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-03 | EVT-039-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-08 | EVT-039-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-13 | EVT-039-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-18 | EVT-039-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-23 | EVT-039-036-31 | buyer | security review remains seller-owned"", ""2026-10-28 | EVT-039-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-02 | EVT-039-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-07 | EVT-039-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-039-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""001SB039000003"""
+decision,authorized_field,"""HubSpot_Company_ID__c"""
+decision,current_value,""""""
+decision,required_value,"""8003910003"""
+decision,reason,"""SBP-039-04 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q4 policy."""
+decision,owner,"""Priya Raman"""
+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
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/037_sbp-039-05_05_external_ids.eml b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/037_sbp-039-05_05_external_ids.eml
new file mode 100644
index 0000000000000000000000000000000000000000..8cc4fc0f8441114840f3a6abade18ae9b000b921
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/037_sbp-039-05_05_external_ids.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-039-cascade-custom-object-map.example
+To: portfolio-review@sb100-039-cascade-custom-object-map.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-039-05 / 05_external_ids
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB039000004",
+    "salesforce_opportunity_id": "006SB039000004",
+    "hubspot_company_id": "8003910004",
+    "hubspot_deal_id": "8003920004",
+    "gong_evidence_id": "GE-039-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "05_external_ids",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Evergreen Group",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3993493,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-039-05 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-039-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-039-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-039-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-039-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-039-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-039-037-6 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-039-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-039-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-039-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-039-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-039-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-039-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-039-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-039-037-14 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-039-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-039-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-039-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-039-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-039-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-039-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-039-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-039-037-22 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-039-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-039-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-039-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-039-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-039-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-039-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-039-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-039-037-30 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-039-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-039-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-039-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-039-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910004",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000004",
+    "reason": "SBP-039-05 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Luis Ortega",
+    "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
+  }
+}
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/038_sbp-039-06_05_external_ids.xml b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/038_sbp-039-06_05_external_ids.xml
new file mode 100644
index 0000000000000000000000000000000000000000..30898cbdbcb59054677a647e729aa805a2c8facf
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/038_sbp-039-06_05_external_ids.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-039-cascade-custom-object-map",
+  "portfolio_key": "SBP-039-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB039000005",
+  "salesforce_opportunity_id": "006SB039000005",
+  "hubspot_company_id": "8003910005",
+  "hubspot_deal_id": "8003920005",
+  "gong_evidence_id": "GE-039-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-27",
+  "folder": "05_external_ids",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cascade MedTech",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "medical technology",
+  "region": "United States",
+  "requester": "CRM Architecture Lead",
+  "amount_usd": 4130606,
+  "stage": "Prospecting",
+  "close_date": "2026-11-12",
+  "owner": "Amina Yusuf",
+  "owner_role": "Account Director"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "finance validation is complete but legal review is open",
+  "risk_code": "procurement_timing",
+  "gong_summary": "Permitted Gong insight GE-039-06 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+  "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-28 | EVT-039-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-02 | EVT-039-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-07 | EVT-039-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-12 | EVT-039-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-17 | EVT-039-038-5 | buyer | security review remains seller-owned",
+    "2026-06-22 | EVT-039-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-27 | EVT-039-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-02 | EVT-039-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-07 | EVT-039-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-12 | EVT-039-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-17 | EVT-039-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-22 | EVT-039-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-27 | EVT-039-038-13 | buyer | security review remains seller-owned",
+    "2026-08-01 | EVT-039-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-06 | EVT-039-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-11 | EVT-039-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-16 | EVT-039-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-21 | EVT-039-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-26 | EVT-039-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-31 | EVT-039-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-05 | EVT-039-038-21 | buyer | security review remains seller-owned",
+    "2026-09-10 | EVT-039-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-15 | EVT-039-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-20 | EVT-039-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-25 | EVT-039-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-30 | EVT-039-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-05 | EVT-039-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-10 | EVT-039-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-15 | EVT-039-038-29 | buyer | security review remains seller-owned",
+    "2026-10-20 | EVT-039-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-25 | EVT-039-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-30 | EVT-039-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-04 | EVT-039-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-09 | EVT-039-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-039-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "001SB039000005",
+  "authorized_field": "HubSpot_Company_ID__c",
+  "current_value": "",
+  "required_value": "8003910005",
+  "reason": "SBP-039-06 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.",
+  "owner": "Amina Yusuf",
+  "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>
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/039_sbp-039-07_05_external_ids.html b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/039_sbp-039-07_05_external_ids.html
new file mode 100644
index 0000000000000000000000000000000000000000..11ec46bbad8e7c148d281d97e071db3bf3b879da
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/039_sbp-039-07_05_external_ids.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;sb100-039-cascade-custom-object-map&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-039-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB039000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB039000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-039-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;05_external_ids&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;Cascade MedTech&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;medical technology&quot;,
+    &quot;region&quot;: &quot;United States&quot;,
+    &quot;requester&quot;: &quot;CRM Architecture Lead&quot;,
+    &quot;amount_usd&quot;: 4267719,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-19&quot;,
+    &quot;owner&quot;: &quot;Theo Martin&quot;,
+    &quot;owner_role&quot;: &quot;Channel Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;buyer explicitly paused the evaluation&quot;,
+    &quot;risk_code&quot;: &quot;consent_conflict&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-039-07 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-29 | EVT-039-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-03 | EVT-039-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-08 | EVT-039-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-13 | EVT-039-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-18 | EVT-039-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-23 | EVT-039-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-28 | EVT-039-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-03 | EVT-039-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-08 | EVT-039-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-13 | EVT-039-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-18 | EVT-039-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-23 | EVT-039-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-28 | EVT-039-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-02 | EVT-039-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-07 | EVT-039-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-12 | EVT-039-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-17 | EVT-039-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-22 | EVT-039-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-27 | EVT-039-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-01 | EVT-039-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-06 | EVT-039-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-11 | EVT-039-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-16 | EVT-039-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-21 | EVT-039-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-26 | EVT-039-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-01 | EVT-039-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-06 | EVT-039-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-11 | EVT-039-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-16 | EVT-039-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-21 | EVT-039-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-26 | EVT-039-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-31 | EVT-039-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-05 | EVT-039-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-10 | EVT-039-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-039-07&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-039-07 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;Theo Martin&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>
diff --git a/task_files/sb100-039-cascade-custom-object-map/05_external_ids/040_sbp-039-08_05_external_ids.md b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/040_sbp-039-08_05_external_ids.md
new file mode 100644
index 0000000000000000000000000000000000000000..41661ca02eaac0d2de0fbfa94c1f92ad5fe7e3b8
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/05_external_ids/040_sbp-039-08_05_external_ids.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB039000007",
+    "salesforce_opportunity_id": "006SB039000007",
+    "hubspot_company_id": "8003910007",
+    "hubspot_deal_id": "8003920007",
+    "gong_evidence_id": "GE-039-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "05_external_ids",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Harbor Partners",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 4404832,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-039-08 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-039-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-039-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-039-040-3 | buyer | security review remains seller-owned",
+      "2026-06-14 | EVT-039-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-039-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-039-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-039-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-039-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-039-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-039-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-039-040-11 | buyer | security review remains seller-owned",
+      "2026-07-24 | EVT-039-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-039-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-039-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-039-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-039-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-039-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-039-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-039-040-19 | buyer | security review remains seller-owned",
+      "2026-09-02 | EVT-039-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-039-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-039-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-039-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-039-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-039-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-039-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-039-040-27 | buyer | security review remains seller-owned",
+      "2026-10-12 | EVT-039-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-039-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-039-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-039-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-039-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-039-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-039-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910007",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000007",
+    "reason": "SBP-039-08 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/081_sbp-039-01_11_do_not_merge.md b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/081_sbp-039-01_11_do_not_merge.md
new file mode 100644
index 0000000000000000000000000000000000000000..8b7c907ecd0ea6eb6009205a8b894d232e4050c9
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/081_sbp-039-01_11_do_not_merge.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB039000000",
+    "salesforce_opportunity_id": "006SB039000000",
+    "hubspot_company_id": "8003910000",
+    "hubspot_deal_id": "8003920000",
+    "gong_evidence_id": "GE-039-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "11_do_not_merge",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3445041,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-039-01 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-039-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-039-081-2 | seller | security review remains seller-owned",
+      "2026-05-31 | EVT-039-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-039-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-039-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-039-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-039-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-039-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-039-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-039-081-10 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-039-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-039-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-039-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-039-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-039-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-039-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-039-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-039-081-18 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-039-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-039-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-039-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-039-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-039-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-039-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-039-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-039-081-26 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-039-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-039-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-039-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-039-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-039-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-039-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-039-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-039-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB039000000",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003910000",
+    "reason": "SBP-039-01 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/082_sbp-039-02_11_do_not_merge.txt b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/082_sbp-039-02_11_do_not_merge.txt
new file mode 100644
index 0000000000000000000000000000000000000000..83aea99286d81b82bd01b646b1f3e36804b6a1f4
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/082_sbp-039-02_11_do_not_merge.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB039000001",
+    "salesforce_opportunity_id": "006SB039000001",
+    "hubspot_company_id": "8003910001",
+    "hubspot_deal_id": "8003920001",
+    "gong_evidence_id": "GE-039-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "11_do_not_merge",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3582154,
+    "stage": "Prospecting",
+    "close_date": "2026-10-15",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-039-02 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-039-082-1 | buyer | security review remains seller-owned",
+      "2026-05-27 | EVT-039-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-039-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-039-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-039-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-039-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-039-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-039-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-039-082-9 | buyer | security review remains seller-owned",
+      "2026-07-06 | EVT-039-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-039-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-039-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-039-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-039-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-039-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-039-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-039-082-17 | buyer | security review remains seller-owned",
+      "2026-08-15 | EVT-039-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-039-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-039-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-039-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-039-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-039-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-039-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-039-082-25 | buyer | security review remains seller-owned",
+      "2026-09-24 | EVT-039-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-039-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-039-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-039-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-039-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-039-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-039-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-039-082-33 | buyer | security review remains seller-owned",
+      "2026-11-03 | EVT-039-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910001",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000001",
+    "reason": "SBP-039-02 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q4 policy.",
+    "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.
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/083_sbp-039-03_11_do_not_merge.json b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/083_sbp-039-03_11_do_not_merge.json
new file mode 100644
index 0000000000000000000000000000000000000000..30d21ecd0f22aa0b0453cce4da815dc5018cc842
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/083_sbp-039-03_11_do_not_merge.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3719267,
+    "benchmark_company": "Cascade MedTech",
+    "close_date": "2026-10-22",
+    "industry": "medical technology",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE",
+    "portfolio_account": "Cobalt Platform",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "stage": "Technical Validation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-039-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Jon Bell",
+    "reason": "SBP-039-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-23 | EVT-039-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-039-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-039-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-039-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-039-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-039-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-039-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-039-083-8 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-039-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-039-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-039-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-039-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-039-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-039-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-039-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-039-083-16 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-039-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-039-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-039-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-039-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-039-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-039-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-039-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-039-083-24 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-039-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-039-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-039-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-039-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-039-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-039-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-039-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-039-083-32 | seller | security review remains seller-owned",
+      "2026-10-30 | EVT-039-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-039-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-039-03 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "risk_code": "security_review",
+    "signal": "economic buyer confirmed procurement timing",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "11_do_not_merge",
+    "gong_evidence_id": "GE-039-03",
+    "hubspot_company_id": "8003910002",
+    "hubspot_deal_id": "8003920002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-039-03",
+    "salesforce_account_id": "001SB039000002",
+    "salesforce_opportunity_id": "006SB039000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-039-cascade-custom-object-map"
+  }
+}
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/084_sbp-039-04_11_do_not_merge.csv b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/084_sbp-039-04_11_do_not_merge.csv
new file mode 100644
index 0000000000000000000000000000000000000000..df4401ccb1024f0c0b59197c46bfb2ff13b93370
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/084_sbp-039-04_11_do_not_merge.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-039-cascade-custom-object-map"""
+record_control,portfolio_key,"""SBP-039-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB039000003"""
+record_control,salesforce_opportunity_id,"""006SB039000003"""
+record_control,hubspot_company_id,"""8003910003"""
+record_control,hubspot_deal_id,"""8003920003"""
+record_control,gong_evidence_id,"""GE-039-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""11_do_not_merge"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Cascade MedTech"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""medical technology"""
+business_context,region,"""United States"""
+business_context,requester,"""CRM Architecture Lead"""
+business_context,amount_usd,3856380
+business_context,stage,"""Prospecting"""
+business_context,close_date,"""2026-10-29"""
+business_context,owner,"""Priya Raman"""
+business_context,owner_role,"""Strategic AE"""
+evidence,signal,"""security review remains seller-owned"""
+evidence,risk_code,"""identity_ambiguity"""
+evidence,gong_summary,"""Permitted Gong insight GE-039-04 supports security review remains seller-owned without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-24 | EVT-039-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-29 | EVT-039-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-03 | EVT-039-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-08 | EVT-039-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-13 | EVT-039-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-18 | EVT-039-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-23 | EVT-039-084-7 | buyer | security review remains seller-owned"", ""2026-06-28 | EVT-039-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-03 | EVT-039-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-08 | EVT-039-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-13 | EVT-039-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-18 | EVT-039-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-23 | EVT-039-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-28 | EVT-039-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-02 | EVT-039-084-15 | buyer | security review remains seller-owned"", ""2026-08-07 | EVT-039-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-12 | EVT-039-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-17 | EVT-039-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-22 | EVT-039-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-27 | EVT-039-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-01 | EVT-039-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-06 | EVT-039-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-11 | EVT-039-084-23 | buyer | security review remains seller-owned"", ""2026-09-16 | EVT-039-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-21 | EVT-039-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-26 | EVT-039-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-01 | EVT-039-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-06 | EVT-039-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-11 | EVT-039-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-16 | EVT-039-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-21 | EVT-039-084-31 | buyer | security review remains seller-owned"", ""2026-10-26 | EVT-039-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-31 | EVT-039-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-05 | EVT-039-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-039-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""001SB039000003"""
+decision,authorized_field,"""HubSpot_Company_ID__c"""
+decision,current_value,""""""
+decision,required_value,"""8003910003"""
+decision,reason,"""SBP-039-04 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q4 policy."""
+decision,owner,"""Priya Raman"""
+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
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/085_sbp-039-05_11_do_not_merge.eml b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/085_sbp-039-05_11_do_not_merge.eml
new file mode 100644
index 0000000000000000000000000000000000000000..369c848bf717ad3cb05139dee0ace997f49bf516
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/085_sbp-039-05_11_do_not_merge.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-039-cascade-custom-object-map.example
+To: portfolio-review@sb100-039-cascade-custom-object-map.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-039-05 / 11_do_not_merge
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB039000004",
+    "salesforce_opportunity_id": "006SB039000004",
+    "hubspot_company_id": "8003910004",
+    "hubspot_deal_id": "8003920004",
+    "gong_evidence_id": "GE-039-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "11_do_not_merge",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Evergreen Group",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 3993493,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-039-05 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-039-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-039-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-039-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-039-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-039-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-039-085-6 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-039-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-039-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-039-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-039-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-039-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-039-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-039-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-039-085-14 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-039-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-039-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-039-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-039-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-039-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-039-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-039-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-039-085-22 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-039-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-039-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-039-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-039-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-039-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-039-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-039-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-039-085-30 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-039-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-039-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-039-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-039-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910004",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000004",
+    "reason": "SBP-039-05 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Luis Ortega",
+    "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
+  }
+}
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/086_sbp-039-06_11_do_not_merge.xml b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/086_sbp-039-06_11_do_not_merge.xml
new file mode 100644
index 0000000000000000000000000000000000000000..5c8118a67729211c7fc45531b65efdd575dc8f6a
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/086_sbp-039-06_11_do_not_merge.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-039-cascade-custom-object-map",
+  "portfolio_key": "SBP-039-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB039000005",
+  "salesforce_opportunity_id": "006SB039000005",
+  "hubspot_company_id": "8003910005",
+  "hubspot_deal_id": "8003920005",
+  "gong_evidence_id": "GE-039-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-27",
+  "folder": "11_do_not_merge",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Cascade MedTech",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "medical technology",
+  "region": "United States",
+  "requester": "CRM Architecture Lead",
+  "amount_usd": 4130606,
+  "stage": "Prospecting",
+  "close_date": "2026-11-12",
+  "owner": "Amina Yusuf",
+  "owner_role": "Account Director"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "finance validation is complete but legal review is open",
+  "risk_code": "procurement_timing",
+  "gong_summary": "Permitted Gong insight GE-039-06 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+  "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-26 | EVT-039-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-31 | EVT-039-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-05 | EVT-039-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-10 | EVT-039-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-15 | EVT-039-086-5 | buyer | security review remains seller-owned",
+    "2026-06-20 | EVT-039-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-25 | EVT-039-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-30 | EVT-039-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-05 | EVT-039-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-10 | EVT-039-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-15 | EVT-039-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-20 | EVT-039-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-25 | EVT-039-086-13 | buyer | security review remains seller-owned",
+    "2026-07-30 | EVT-039-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-04 | EVT-039-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-09 | EVT-039-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-14 | EVT-039-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-19 | EVT-039-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-24 | EVT-039-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-29 | EVT-039-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-03 | EVT-039-086-21 | buyer | security review remains seller-owned",
+    "2026-09-08 | EVT-039-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-13 | EVT-039-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-18 | EVT-039-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-23 | EVT-039-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-28 | EVT-039-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-03 | EVT-039-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-08 | EVT-039-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-13 | EVT-039-086-29 | buyer | security review remains seller-owned",
+    "2026-10-18 | EVT-039-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-23 | EVT-039-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-28 | EVT-039-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-02 | EVT-039-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-07 | EVT-039-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-039-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "001SB039000005",
+  "authorized_field": "HubSpot_Company_ID__c",
+  "current_value": "",
+  "required_value": "8003910005",
+  "reason": "SBP-039-06 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.",
+  "owner": "Amina Yusuf",
+  "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>
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/087_sbp-039-07_11_do_not_merge.html b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/087_sbp-039-07_11_do_not_merge.html
new file mode 100644
index 0000000000000000000000000000000000000000..9c8fb76ca912a8f1630fa094a3d63526b85132d9
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/087_sbp-039-07_11_do_not_merge.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;sb100-039-cascade-custom-object-map&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-039-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB039000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB039000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-039-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;11_do_not_merge&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;Cascade MedTech&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;medical technology&quot;,
+    &quot;region&quot;: &quot;United States&quot;,
+    &quot;requester&quot;: &quot;CRM Architecture Lead&quot;,
+    &quot;amount_usd&quot;: 4267719,
+    &quot;stage&quot;: &quot;Technical Validation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-19&quot;,
+    &quot;owner&quot;: &quot;Theo Martin&quot;,
+    &quot;owner_role&quot;: &quot;Channel Manager&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;buyer explicitly paused the evaluation&quot;,
+    &quot;risk_code&quot;: &quot;consent_conflict&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-039-07 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-27 | EVT-039-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-01 | EVT-039-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-06 | EVT-039-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-11 | EVT-039-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-16 | EVT-039-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-21 | EVT-039-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-26 | EVT-039-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-01 | EVT-039-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-06 | EVT-039-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-11 | EVT-039-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-16 | EVT-039-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-21 | EVT-039-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-26 | EVT-039-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-31 | EVT-039-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-05 | EVT-039-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-10 | EVT-039-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-15 | EVT-039-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-20 | EVT-039-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-25 | EVT-039-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-30 | EVT-039-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-04 | EVT-039-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-09 | EVT-039-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-14 | EVT-039-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-19 | EVT-039-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-24 | EVT-039-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-29 | EVT-039-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-04 | EVT-039-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-09 | EVT-039-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-14 | EVT-039-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-19 | EVT-039-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-24 | EVT-039-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-29 | EVT-039-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-03 | EVT-039-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-08 | EVT-039-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-039-07&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-039-07 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;Theo Martin&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>
diff --git a/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/088_sbp-039-08_11_do_not_merge.md b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/088_sbp-039-08_11_do_not_merge.md
new file mode 100644
index 0000000000000000000000000000000000000000..b009a1e89a4e432fa2533bdb8ec32acb3dd31980
--- /dev/null
+++ b/task_files/sb100-039-cascade-custom-object-map/11_do_not_merge/088_sbp-039-08_11_do_not_merge.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-039-cascade-custom-object-map",
+    "portfolio_key": "SBP-039-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB039000007",
+    "salesforce_opportunity_id": "006SB039000007",
+    "hubspot_company_id": "8003910007",
+    "hubspot_deal_id": "8003920007",
+    "gong_evidence_id": "GE-039-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-27",
+    "folder": "11_do_not_merge",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Cascade MedTech",
+    "portfolio_account": "Harbor Partners",
+    "industry": "medical technology",
+    "region": "United States",
+    "requester": "CRM Architecture Lead",
+    "amount_usd": 4404832,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-039-08 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-039-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-039-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-039-088-3 | buyer | security review remains seller-owned",
+      "2026-06-12 | EVT-039-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-039-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-039-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-039-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-039-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-039-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-039-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-039-088-11 | buyer | security review remains seller-owned",
+      "2026-07-22 | EVT-039-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-039-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-039-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-039-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-039-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-039-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-039-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-039-088-19 | buyer | security review remains seller-owned",
+      "2026-08-31 | EVT-039-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-039-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-039-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-039-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-039-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-039-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-039-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-039-088-27 | buyer | security review remains seller-owned",
+      "2026-10-10 | EVT-039-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-039-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-039-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-039-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-039-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-039-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-039-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-039-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003910007",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB039000007",
+    "reason": "SBP-039-08 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/001_sbp-046-01_01_inbound_leads.md b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/001_sbp-046-01_01_inbound_leads.md
new file mode 100644
index 0000000000000000000000000000000000000000..2b50f39351b56758eac0e0d105253c131fa8a775
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/001_sbp-046-01_01_inbound_leads.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB046000000",
+    "salesforce_opportunity_id": "006SB046000000",
+    "hubspot_company_id": "8004610000",
+    "hubspot_deal_id": "8004620000",
+    "gong_evidence_id": "GE-046-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "01_inbound_leads",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Alder Holdings",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4031074,
+    "stage": "Proposal",
+    "close_date": "2026-10-15",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-046-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-046-001-2 | seller | security review remains seller-owned",
+      "2026-06-27 | EVT-046-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-046-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-046-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-046-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-046-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-046-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-046-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-046-001-10 | seller | security review remains seller-owned",
+      "2026-08-06 | EVT-046-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-046-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-046-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-046-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-046-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-046-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-046-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-046-001-18 | seller | security review remains seller-owned",
+      "2026-09-15 | EVT-046-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-046-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-046-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-046-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-046-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-046-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-046-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-046-001-26 | seller | security review remains seller-owned",
+      "2026-10-25 | EVT-046-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-046-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-046-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-046-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-14 | EVT-046-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-19 | EVT-046-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-24 | EVT-046-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-29 | EVT-046-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000000",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000007",
+    "reason": "SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-06"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/002_sbp-046-02_01_inbound_leads.txt b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/002_sbp-046-02_01_inbound_leads.txt
new file mode 100644
index 0000000000000000000000000000000000000000..50cb0db7e4f5de5f76ea2ebd522f904bfd7711f1
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/002_sbp-046-02_01_inbound_leads.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB046000001",
+    "salesforce_opportunity_id": "006SB046000001",
+    "hubspot_company_id": "8004610001",
+    "hubspot_deal_id": "8004620001",
+    "gong_evidence_id": "GE-046-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "01_inbound_leads",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Beacon Systems",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4168187,
+    "stage": "Qualification",
+    "close_date": "2026-10-22",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-046-002-1 | buyer | security review remains seller-owned",
+      "2026-06-23 | EVT-046-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-046-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-046-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-046-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-046-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-046-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-046-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-046-002-9 | buyer | security review remains seller-owned",
+      "2026-08-02 | EVT-046-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-046-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-046-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-046-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-046-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-046-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-046-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-046-002-17 | buyer | security review remains seller-owned",
+      "2026-09-11 | EVT-046-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-046-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-046-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-046-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-046-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-046-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-046-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-046-002-25 | buyer | security review remains seller-owned",
+      "2026-10-21 | EVT-046-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-046-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-046-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-046-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-046-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-046-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-046-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-25 | EVT-046-002-33 | buyer | security review remains seller-owned",
+      "2026-11-30 | EVT-046-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630001",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/003_sbp-046-03_01_inbound_leads.json b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/003_sbp-046-03_01_inbound_leads.json
new file mode 100644
index 0000000000000000000000000000000000000000..486e0f02f18790cb011327bddca515d03d37cba8
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/003_sbp-046-03_01_inbound_leads.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4305300,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-10-29",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Partners",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-08",
+    "decision_code": "HOLD-046-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-19 | EVT-046-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-046-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-046-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-046-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-046-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-046-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-046-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-046-003-8 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-046-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-046-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-046-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-046-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-046-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-046-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-046-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-046-003-16 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-046-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-046-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-046-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-046-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-046-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-046-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-046-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-046-003-24 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-046-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-046-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-046-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-046-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-046-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-046-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-046-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-046-003-32 | seller | security review remains seller-owned",
+      "2026-11-26 | EVT-046-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-12-01 | EVT-046-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "01_inbound_leads",
+    "gong_evidence_id": "GE-046-03",
+    "hubspot_company_id": "8004610002",
+    "hubspot_deal_id": "8004620002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-03",
+    "salesforce_account_id": "001SB046000002",
+    "salesforce_opportunity_id": "006SB046000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/004_sbp-046-04_01_inbound_leads.csv b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/004_sbp-046-04_01_inbound_leads.csv
new file mode 100644
index 0000000000000000000000000000000000000000..75e8f05794da9e2178dc280fe947c2814f2c3d8b
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/004_sbp-046-04_01_inbound_leads.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB046000003"""
+record_control,salesforce_opportunity_id,"""006SB046000003"""
+record_control,hubspot_company_id,"""8004610003"""
+record_control,hubspot_deal_id,"""8004620003"""
+record_control,gong_evidence_id,"""GE-046-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""01_inbound_leads"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,4442413
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-05"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-01 | EVT-046-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-06 | EVT-046-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-11 | EVT-046-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-16 | EVT-046-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-21 | EVT-046-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-26 | EVT-046-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-05-31 | EVT-046-004-7 | buyer | security review remains seller-owned"", ""2026-06-05 | EVT-046-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-10 | EVT-046-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-046-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-046-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-046-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-046-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-046-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-046-004-15 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-046-004-16 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-046-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-046-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-046-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-046-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-046-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-046-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-046-004-23 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-046-004-24 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-046-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-046-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-046-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-046-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-046-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-046-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-046-004-31 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-046-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-046-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-046-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00QSB046000003"""
+decision,authorized_field,"""OwnerId"""
+decision,current_value,"""00GQUEUE"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-09"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/005_sbp-046-05_01_inbound_leads.eml b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/005_sbp-046-05_01_inbound_leads.eml
new file mode 100644
index 0000000000000000000000000000000000000000..bc0a4c85366a26fe699cd99e2d42dd67b8b1d66b
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/005_sbp-046-05_01_inbound_leads.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-05 / 01_inbound_leads
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB046000004",
+    "salesforce_opportunity_id": "006SB046000004",
+    "hubspot_company_id": "8004610004",
+    "hubspot_deal_id": "8004620004",
+    "gong_evidence_id": "GE-046-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "01_inbound_leads",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4579526,
+    "stage": "Proposal",
+    "close_date": "2026-11-12",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-046-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-07 | EVT-046-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-12 | EVT-046-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-17 | EVT-046-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-046-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-046-005-6 | seller | security review remains seller-owned",
+      "2026-06-01 | EVT-046-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-046-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-046-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-046-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-046-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-046-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-046-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-046-005-14 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-046-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-046-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-046-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-046-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-046-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-046-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-046-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-046-005-22 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-046-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-046-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-046-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-046-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-046-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-046-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-046-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-046-005-30 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-046-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-046-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-046-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-046-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630004",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-10"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/006_sbp-046-06_01_inbound_leads.xml b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/006_sbp-046-06_01_inbound_leads.xml
new file mode 100644
index 0000000000000000000000000000000000000000..76cfe59145dfbf0d39f3ee598b004e844c5af11f
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/006_sbp-046-06_01_inbound_leads.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB046000005",
+  "salesforce_opportunity_id": "006SB046000005",
+  "hubspot_company_id": "8004610005",
+  "hubspot_deal_id": "8004620005",
+  "gong_evidence_id": "GE-046-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "01_inbound_leads",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 4716639,
+  "stage": "Qualification",
+  "close_date": "2026-11-19",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-03 | EVT-046-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-08 | EVT-046-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-13 | EVT-046-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-18 | EVT-046-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-23 | EVT-046-006-5 | buyer | security review remains seller-owned",
+    "2026-05-28 | EVT-046-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-02 | EVT-046-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-07 | EVT-046-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-12 | EVT-046-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-046-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-046-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-046-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-046-006-13 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-046-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-046-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-046-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-046-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-046-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-046-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-046-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-046-006-21 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-046-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-046-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-046-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-046-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-046-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-046-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-046-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-046-006-29 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-046-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-046-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-046-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-046-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-046-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00QSB046000005",
+  "authorized_field": "OwnerId",
+  "current_value": "00GQUEUE",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-11"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/007_sbp-046-07_01_inbound_leads.html b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/007_sbp-046-07_01_inbound_leads.html
new file mode 100644
index 0000000000000000000000000000000000000000..a55b74fd468653b865ffa2adb5ebc064655ed5c2
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/007_sbp-046-07_01_inbound_leads.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;01_inbound_leads&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 4853752,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-11-26&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-04 | EVT-046-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-09 | EVT-046-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-14 | EVT-046-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-19 | EVT-046-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-24 | EVT-046-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-29 | EVT-046-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-03 | EVT-046-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-08 | EVT-046-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-13 | EVT-046-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-046-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-046-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-046-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-046-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-046-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-046-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-046-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-046-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-046-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-046-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-046-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-046-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-046-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-046-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-046-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-046-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-046-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-046-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-046-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-046-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-046-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-046-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-046-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-046-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-046-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8004630006&quot;,
+    &quot;authorized_field&quot;: &quot;hubspot_owner_id&quot;,
+    &quot;current_value&quot;: &quot;unassigned&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-06&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/008_sbp-046-08_01_inbound_leads.md b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/008_sbp-046-08_01_inbound_leads.md
new file mode 100644
index 0000000000000000000000000000000000000000..cb2795b6ec606aa14b7b6f050016c46108d166b5
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/01_inbound_leads/008_sbp-046-08_01_inbound_leads.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB046000007",
+    "salesforce_opportunity_id": "006SB046000007",
+    "hubspot_company_id": "8004610007",
+    "hubspot_deal_id": "8004620007",
+    "gong_evidence_id": "GE-046-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "01_inbound_leads",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Harbor Works",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 290865,
+    "stage": "Qualification",
+    "close_date": "2026-12-03",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-046-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-10 | EVT-046-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-15 | EVT-046-008-3 | buyer | security review remains seller-owned",
+      "2026-05-20 | EVT-046-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-046-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-046-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-046-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-046-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-046-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-046-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-046-008-11 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-046-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-046-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-046-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-046-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-046-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-046-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-046-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-046-008-19 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-046-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-046-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-046-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-046-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-046-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-046-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-046-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-046-008-27 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-046-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-046-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-046-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-046-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-046-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-046-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-046-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/009_sbp-046-09_02_hubspot_contacts.md b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/009_sbp-046-09_02_hubspot_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..6114d37e39c6c2124f62945407c048cb6683d880
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/009_sbp-046-09_02_hubspot_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB046000008",
+    "salesforce_opportunity_id": "006SB046000008",
+    "hubspot_company_id": "8004610008",
+    "hubspot_deal_id": "8004620008",
+    "gong_evidence_id": "GE-046-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "02_hubspot_contacts",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 427978,
+    "stage": "Proposal",
+    "close_date": "2026-12-10",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-046-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-11 | EVT-046-009-2 | seller | security review remains seller-owned",
+      "2026-05-16 | EVT-046-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-046-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-046-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-046-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-046-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-046-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-046-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-046-009-10 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-046-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-046-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-046-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-046-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-046-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-046-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-046-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-046-009-18 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-046-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-046-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-046-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-046-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-046-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-046-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-046-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-046-009-26 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-046-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-046-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-046-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-046-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-046-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-046-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-046-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-046-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/010_sbp-046-10_02_hubspot_contacts.txt b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/010_sbp-046-10_02_hubspot_contacts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..773cf3cfe680e8c572dd6675a52164bc867fe3e0
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/010_sbp-046-10_02_hubspot_contacts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB046000009",
+    "salesforce_opportunity_id": "006SB046000009",
+    "hubspot_company_id": "8004610009",
+    "hubspot_deal_id": "8004620009",
+    "gong_evidence_id": "GE-046-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "02_hubspot_contacts",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Juniper Services",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 565091,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-046-010-1 | buyer | security review remains seller-owned",
+      "2026-05-12 | EVT-046-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-046-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-046-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-046-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-046-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-046-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-046-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-046-010-9 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-046-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-046-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-046-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-046-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-046-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-046-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-046-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-046-010-17 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-046-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-046-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-046-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-046-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-046-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-046-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-046-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-046-010-25 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-046-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-046-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-046-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-046-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-046-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-046-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-046-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-046-010-33 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-046-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000009",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/011_sbp-046-11_02_hubspot_contacts.json b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/011_sbp-046-11_02_hubspot_contacts.json
new file mode 100644
index 0000000000000000000000000000000000000000..40a331ff636c0f0611a5e17142c1fb7182e1b112
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/011_sbp-046-11_02_hubspot_contacts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 702204,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-09-07",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Ventures",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-10",
+    "decision_code": "HOLD-046-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-08 | EVT-046-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-13 | EVT-046-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-18 | EVT-046-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-046-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-046-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-046-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-046-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-046-011-8 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-046-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-046-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-046-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-046-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-046-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-046-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-046-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-046-011-16 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-046-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-046-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-046-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-046-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-046-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-046-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-046-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-046-011-24 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-046-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-046-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-046-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-046-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-046-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-046-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-046-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-046-011-32 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-046-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-046-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "02_hubspot_contacts",
+    "gong_evidence_id": "GE-046-11",
+    "hubspot_company_id": "8004610010",
+    "hubspot_deal_id": "8004620010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-11",
+    "salesforce_account_id": "001SB046000010",
+    "salesforce_opportunity_id": "006SB046000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/012_sbp-046-12_02_hubspot_contacts.csv b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/012_sbp-046-12_02_hubspot_contacts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..52b3c07795a48498152c5307485866aa4a6d411e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/012_sbp-046-12_02_hubspot_contacts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB046000011"""
+record_control,salesforce_opportunity_id,"""006SB046000011"""
+record_control,hubspot_company_id,"""8004610011"""
+record_control,hubspot_deal_id,"""8004620011"""
+record_control,gong_evidence_id,"""GE-046-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""02_hubspot_contacts"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,839317
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-14"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-09 | EVT-046-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-14 | EVT-046-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-19 | EVT-046-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-24 | EVT-046-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-29 | EVT-046-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-03 | EVT-046-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-08 | EVT-046-012-7 | buyer | security review remains seller-owned"", ""2026-06-13 | EVT-046-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-18 | EVT-046-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-046-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-046-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-046-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-046-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-046-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-046-012-15 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-046-012-16 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-046-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-046-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-046-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-046-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-046-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-046-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-046-012-23 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-046-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-046-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-046-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-046-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-046-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-046-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-046-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-046-012-31 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-046-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-046-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-046-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-08"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8004630011"""
+decision,authorized_field,"""hubspot_owner_id"""
+decision,current_value,"""unassigned"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-11"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/013_sbp-046-13_02_hubspot_contacts.eml b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/013_sbp-046-13_02_hubspot_contacts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..b619f07e2d65f252687d09f4ed0963cbd0116bdd
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/013_sbp-046-13_02_hubspot_contacts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-13 / 02_hubspot_contacts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB046000012",
+    "salesforce_opportunity_id": "006SB046000012",
+    "hubspot_company_id": "8004610012",
+    "hubspot_deal_id": "8004620012",
+    "gong_evidence_id": "GE-046-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "02_hubspot_contacts",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 976430,
+    "stage": "Proposal",
+    "close_date": "2026-09-21",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-046-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-15 | EVT-046-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-20 | EVT-046-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-25 | EVT-046-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-30 | EVT-046-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-046-013-6 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-046-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-046-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-046-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-046-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-046-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-046-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-046-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-046-013-14 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-046-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-046-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-046-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-046-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-046-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-046-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-046-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-046-013-22 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-046-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-046-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-046-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-046-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-046-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-046-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-046-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-046-013-30 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-046-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-046-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-046-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-046-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000012",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-06"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/014_sbp-046-14_02_hubspot_contacts.xml b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/014_sbp-046-14_02_hubspot_contacts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..1119bb28fea254639fba78f0a0502fbbb63adf4e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/014_sbp-046-14_02_hubspot_contacts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB046000013",
+  "salesforce_opportunity_id": "006SB046000013",
+  "hubspot_company_id": "8004610013",
+  "hubspot_deal_id": "8004620013",
+  "gong_evidence_id": "GE-046-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "02_hubspot_contacts",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Northstar Platform",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 1113543,
+  "stage": "Qualification",
+  "close_date": "2026-09-28",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-11 | EVT-046-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-16 | EVT-046-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-21 | EVT-046-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-26 | EVT-046-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-31 | EVT-046-014-5 | buyer | security review remains seller-owned",
+    "2026-06-05 | EVT-046-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-10 | EVT-046-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-15 | EVT-046-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-20 | EVT-046-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-25 | EVT-046-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-30 | EVT-046-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-05 | EVT-046-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-10 | EVT-046-014-13 | buyer | security review remains seller-owned",
+    "2026-07-15 | EVT-046-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-20 | EVT-046-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-25 | EVT-046-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-30 | EVT-046-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-04 | EVT-046-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-09 | EVT-046-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-14 | EVT-046-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-19 | EVT-046-014-21 | buyer | security review remains seller-owned",
+    "2026-08-24 | EVT-046-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-29 | EVT-046-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-03 | EVT-046-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-08 | EVT-046-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-13 | EVT-046-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-18 | EVT-046-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-23 | EVT-046-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-28 | EVT-046-014-29 | buyer | security review remains seller-owned",
+    "2026-10-03 | EVT-046-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-08 | EVT-046-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-13 | EVT-046-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-18 | EVT-046-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-23 | EVT-046-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8004630013",
+  "authorized_field": "hubspot_owner_id",
+  "current_value": "unassigned",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-07"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/015_sbp-046-15_02_hubspot_contacts.html b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/015_sbp-046-15_02_hubspot_contacts.html
new file mode 100644
index 0000000000000000000000000000000000000000..2e41fd7d035fe03c5681c82a1f908afcfbcdf733
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/015_sbp-046-15_02_hubspot_contacts.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;02_hubspot_contacts&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 1250656,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-05&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-12 | EVT-046-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-17 | EVT-046-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-22 | EVT-046-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-27 | EVT-046-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-01 | EVT-046-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-06 | EVT-046-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-11 | EVT-046-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-16 | EVT-046-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-21 | EVT-046-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-26 | EVT-046-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-01 | EVT-046-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-06 | EVT-046-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-11 | EVT-046-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-16 | EVT-046-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-21 | EVT-046-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-26 | EVT-046-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-31 | EVT-046-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-05 | EVT-046-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-10 | EVT-046-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-15 | EVT-046-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-20 | EVT-046-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-25 | EVT-046-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-30 | EVT-046-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-04 | EVT-046-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-09 | EVT-046-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-14 | EVT-046-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-19 | EVT-046-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-24 | EVT-046-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-29 | EVT-046-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-04 | EVT-046-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-09 | EVT-046-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-14 | EVT-046-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-19 | EVT-046-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-24 | EVT-046-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00QSB046000014&quot;,
+    &quot;authorized_field&quot;: &quot;OwnerId&quot;,
+    &quot;current_value&quot;: &quot;00GQUEUE&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-08&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/016_sbp-046-16_02_hubspot_contacts.md b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/016_sbp-046-16_02_hubspot_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..866764da58f707e5bfc7247110dd49bc8a20bf29
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/02_hubspot_contacts/016_sbp-046-16_02_hubspot_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB046000015",
+    "salesforce_opportunity_id": "006SB046000015",
+    "hubspot_company_id": "8004610015",
+    "hubspot_deal_id": "8004620015",
+    "gong_evidence_id": "GE-046-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "02_hubspot_contacts",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Palisade Group",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 1387769,
+    "stage": "Qualification",
+    "close_date": "2026-10-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-046-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-18 | EVT-046-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-23 | EVT-046-016-3 | buyer | security review remains seller-owned",
+      "2026-05-28 | EVT-046-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-046-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-046-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-046-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-046-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-046-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-046-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-046-016-11 | buyer | security review remains seller-owned",
+      "2026-07-07 | EVT-046-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-046-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-046-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-046-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-046-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-046-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-046-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-046-016-19 | buyer | security review remains seller-owned",
+      "2026-08-16 | EVT-046-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-046-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-046-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-046-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-046-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-046-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-046-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-046-016-27 | buyer | security review remains seller-owned",
+      "2026-09-25 | EVT-046-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-046-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-046-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-046-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-046-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-046-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-046-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630015",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000006",
+    "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/017_sbp-046-01_03_salesforce_leads.md b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/017_sbp-046-01_03_salesforce_leads.md
new file mode 100644
index 0000000000000000000000000000000000000000..ff2cbc3953820997b067409a0deea984d8b6d159
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/017_sbp-046-01_03_salesforce_leads.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB046000000",
+    "salesforce_opportunity_id": "006SB046000000",
+    "hubspot_company_id": "8004610000",
+    "hubspot_deal_id": "8004620000",
+    "gong_evidence_id": "GE-046-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "03_salesforce_leads",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Alder Holdings",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4031074,
+    "stage": "Proposal",
+    "close_date": "2026-10-15",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-046-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-046-017-2 | seller | security review remains seller-owned",
+      "2026-05-24 | EVT-046-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-046-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-046-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-046-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-046-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-046-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-046-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-046-017-10 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-046-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-046-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-046-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-046-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-046-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-046-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-046-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-046-017-18 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-046-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-046-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-046-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-046-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-046-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-046-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-046-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-046-017-26 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-046-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-046-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-046-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-046-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-046-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-046-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-046-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-046-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000000",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000007",
+    "reason": "SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-06"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/018_sbp-046-02_03_salesforce_leads.txt b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/018_sbp-046-02_03_salesforce_leads.txt
new file mode 100644
index 0000000000000000000000000000000000000000..fff1066d432c94a80bdade31bf098f27c60b8219
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/018_sbp-046-02_03_salesforce_leads.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB046000001",
+    "salesforce_opportunity_id": "006SB046000001",
+    "hubspot_company_id": "8004610001",
+    "hubspot_deal_id": "8004620001",
+    "gong_evidence_id": "GE-046-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "03_salesforce_leads",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Beacon Systems",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4168187,
+    "stage": "Qualification",
+    "close_date": "2026-10-22",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-046-018-1 | buyer | security review remains seller-owned",
+      "2026-05-20 | EVT-046-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-046-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-046-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-046-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-046-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-046-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-046-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-046-018-9 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-046-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-046-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-046-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-046-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-046-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-046-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-046-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-046-018-17 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-046-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-046-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-046-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-046-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-046-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-046-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-046-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-046-018-25 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-046-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-046-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-046-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-046-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-046-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-046-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-046-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-046-018-33 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-046-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630001",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/019_sbp-046-03_03_salesforce_leads.json b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/019_sbp-046-03_03_salesforce_leads.json
new file mode 100644
index 0000000000000000000000000000000000000000..29f613809151c4a79c8289ebf17ab3a522804e0c
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/019_sbp-046-03_03_salesforce_leads.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4305300,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-10-29",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Partners",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-08",
+    "decision_code": "HOLD-046-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-16 | EVT-046-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-046-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-046-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-046-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-046-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-046-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-046-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-046-019-8 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-046-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-046-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-046-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-046-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-046-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-046-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-046-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-046-019-16 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-046-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-046-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-046-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-046-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-046-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-046-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-046-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-046-019-24 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-046-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-046-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-046-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-046-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-046-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-046-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-046-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-046-019-32 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-046-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-046-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "03_salesforce_leads",
+    "gong_evidence_id": "GE-046-03",
+    "hubspot_company_id": "8004610002",
+    "hubspot_deal_id": "8004620002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-03",
+    "salesforce_account_id": "001SB046000002",
+    "salesforce_opportunity_id": "006SB046000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/020_sbp-046-04_03_salesforce_leads.csv b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/020_sbp-046-04_03_salesforce_leads.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ba120cea1ff5cb11ddc3edd24b05ff36e79ff428
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/020_sbp-046-04_03_salesforce_leads.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB046000003"""
+record_control,salesforce_opportunity_id,"""006SB046000003"""
+record_control,hubspot_company_id,"""8004610003"""
+record_control,hubspot_deal_id,"""8004620003"""
+record_control,gong_evidence_id,"""GE-046-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""03_salesforce_leads"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,4442413
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-05"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-17 | EVT-046-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-22 | EVT-046-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-27 | EVT-046-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-01 | EVT-046-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-06 | EVT-046-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-11 | EVT-046-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-16 | EVT-046-020-7 | buyer | security review remains seller-owned"", ""2026-06-21 | EVT-046-020-8 | seller | champion requested a revised mutual action plan"", ""2026-06-26 | EVT-046-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-01 | EVT-046-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-06 | EVT-046-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-11 | EVT-046-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-16 | EVT-046-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-21 | EVT-046-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-26 | EVT-046-020-15 | buyer | security review remains seller-owned"", ""2026-07-31 | EVT-046-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-05 | EVT-046-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-10 | EVT-046-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-15 | EVT-046-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-20 | EVT-046-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-25 | EVT-046-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-30 | EVT-046-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-04 | EVT-046-020-23 | buyer | security review remains seller-owned"", ""2026-09-09 | EVT-046-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-14 | EVT-046-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-19 | EVT-046-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-24 | EVT-046-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-29 | EVT-046-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-04 | EVT-046-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-09 | EVT-046-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-14 | EVT-046-020-31 | buyer | security review remains seller-owned"", ""2026-10-19 | EVT-046-020-32 | seller | champion requested a revised mutual action plan"", ""2026-10-24 | EVT-046-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-29 | EVT-046-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00QSB046000003"""
+decision,authorized_field,"""OwnerId"""
+decision,current_value,"""00GQUEUE"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-09"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/021_sbp-046-05_03_salesforce_leads.eml b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/021_sbp-046-05_03_salesforce_leads.eml
new file mode 100644
index 0000000000000000000000000000000000000000..70e53bdd737c8e4c7983b03e376a63ffbed04b7a
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/021_sbp-046-05_03_salesforce_leads.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-05 / 03_salesforce_leads
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB046000004",
+    "salesforce_opportunity_id": "006SB046000004",
+    "hubspot_company_id": "8004610004",
+    "hubspot_deal_id": "8004620004",
+    "gong_evidence_id": "GE-046-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "03_salesforce_leads",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4579526,
+    "stage": "Proposal",
+    "close_date": "2026-11-12",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-046-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-046-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-046-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-046-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-046-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-046-021-6 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-046-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-046-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-046-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-046-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-046-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-046-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-046-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-046-021-14 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-046-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-046-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-046-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-046-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-046-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-046-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-046-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-046-021-22 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-046-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-046-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-046-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-046-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-046-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-046-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-046-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-046-021-30 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-046-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-046-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-046-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-046-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630004",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-10"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/022_sbp-046-06_03_salesforce_leads.xml b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/022_sbp-046-06_03_salesforce_leads.xml
new file mode 100644
index 0000000000000000000000000000000000000000..c291781c4cf29b42b673d9271169844e142aa11c
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/022_sbp-046-06_03_salesforce_leads.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB046000005",
+  "salesforce_opportunity_id": "006SB046000005",
+  "hubspot_company_id": "8004610005",
+  "hubspot_deal_id": "8004620005",
+  "gong_evidence_id": "GE-046-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "03_salesforce_leads",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 4716639,
+  "stage": "Qualification",
+  "close_date": "2026-11-19",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-19 | EVT-046-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-24 | EVT-046-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-29 | EVT-046-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-03 | EVT-046-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-08 | EVT-046-022-5 | buyer | security review remains seller-owned",
+    "2026-06-13 | EVT-046-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-18 | EVT-046-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-23 | EVT-046-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-28 | EVT-046-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-03 | EVT-046-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-08 | EVT-046-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-13 | EVT-046-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-18 | EVT-046-022-13 | buyer | security review remains seller-owned",
+    "2026-07-23 | EVT-046-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-28 | EVT-046-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-02 | EVT-046-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-07 | EVT-046-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-12 | EVT-046-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-17 | EVT-046-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-22 | EVT-046-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-27 | EVT-046-022-21 | buyer | security review remains seller-owned",
+    "2026-09-01 | EVT-046-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-06 | EVT-046-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-11 | EVT-046-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-16 | EVT-046-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-21 | EVT-046-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-26 | EVT-046-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-01 | EVT-046-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-06 | EVT-046-022-29 | buyer | security review remains seller-owned",
+    "2026-10-11 | EVT-046-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-16 | EVT-046-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-21 | EVT-046-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-26 | EVT-046-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-31 | EVT-046-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00QSB046000005",
+  "authorized_field": "OwnerId",
+  "current_value": "00GQUEUE",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-11"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/023_sbp-046-07_03_salesforce_leads.html b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/023_sbp-046-07_03_salesforce_leads.html
new file mode 100644
index 0000000000000000000000000000000000000000..95ee7e9af4336a0ed88b90bae521b8bce921b646
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/023_sbp-046-07_03_salesforce_leads.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;03_salesforce_leads&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 4853752,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-11-26&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-20 | EVT-046-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-25 | EVT-046-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-30 | EVT-046-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-04 | EVT-046-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-09 | EVT-046-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-14 | EVT-046-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-19 | EVT-046-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-24 | EVT-046-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-29 | EVT-046-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-04 | EVT-046-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-09 | EVT-046-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-14 | EVT-046-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-19 | EVT-046-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-24 | EVT-046-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-29 | EVT-046-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-03 | EVT-046-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-08 | EVT-046-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-13 | EVT-046-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-18 | EVT-046-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-23 | EVT-046-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-28 | EVT-046-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-02 | EVT-046-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-07 | EVT-046-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-12 | EVT-046-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-17 | EVT-046-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-22 | EVT-046-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-27 | EVT-046-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-02 | EVT-046-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-07 | EVT-046-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-12 | EVT-046-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-17 | EVT-046-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-22 | EVT-046-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-27 | EVT-046-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-01 | EVT-046-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8004630006&quot;,
+    &quot;authorized_field&quot;: &quot;hubspot_owner_id&quot;,
+    &quot;current_value&quot;: &quot;unassigned&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-06&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/024_sbp-046-08_03_salesforce_leads.md b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/024_sbp-046-08_03_salesforce_leads.md
new file mode 100644
index 0000000000000000000000000000000000000000..fa8ef596ed7c3dddd0b98c93121d9e8fdf5592eb
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/03_salesforce_leads/024_sbp-046-08_03_salesforce_leads.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB046000007",
+    "salesforce_opportunity_id": "006SB046000007",
+    "hubspot_company_id": "8004610007",
+    "hubspot_deal_id": "8004620007",
+    "gong_evidence_id": "GE-046-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "03_salesforce_leads",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Harbor Works",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 290865,
+    "stage": "Qualification",
+    "close_date": "2026-12-03",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-046-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-26 | EVT-046-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-046-024-3 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-046-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-046-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-046-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-046-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-046-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-046-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-046-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-046-024-11 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-046-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-046-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-046-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-046-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-046-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-046-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-046-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-046-024-19 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-046-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-046-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-046-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-046-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-046-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-046-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-046-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-046-024-27 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-046-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-046-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-046-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-046-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-046-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-046-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-046-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/025_sbp-046-09_04_gong_history.md b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/025_sbp-046-09_04_gong_history.md
new file mode 100644
index 0000000000000000000000000000000000000000..40fdc31a43d22b4524ffb1aa11904f3d97ce95ad
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/025_sbp-046-09_04_gong_history.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB046000008",
+    "salesforce_opportunity_id": "006SB046000008",
+    "hubspot_company_id": "8004610008",
+    "hubspot_deal_id": "8004620008",
+    "gong_evidence_id": "GE-046-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "04_gong_history",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 427978,
+    "stage": "Proposal",
+    "close_date": "2026-12-10",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-046-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-046-025-2 | seller | security review remains seller-owned",
+      "2026-06-01 | EVT-046-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-046-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-046-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-046-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-046-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-046-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-046-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-046-025-10 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-046-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-046-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-046-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-046-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-046-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-046-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-046-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-046-025-18 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-046-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-046-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-046-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-046-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-046-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-046-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-046-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-046-025-26 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-046-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-046-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-046-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-046-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-046-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-046-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-046-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-046-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/026_sbp-046-10_04_gong_history.txt b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/026_sbp-046-10_04_gong_history.txt
new file mode 100644
index 0000000000000000000000000000000000000000..9b075dfe7351ea526295ac96d6b6112994f7eacc
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/026_sbp-046-10_04_gong_history.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB046000009",
+    "salesforce_opportunity_id": "006SB046000009",
+    "hubspot_company_id": "8004610009",
+    "hubspot_deal_id": "8004620009",
+    "gong_evidence_id": "GE-046-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "04_gong_history",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Juniper Services",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 565091,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-046-026-1 | buyer | security review remains seller-owned",
+      "2026-05-28 | EVT-046-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-046-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-046-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-046-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-046-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-046-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-046-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-046-026-9 | buyer | security review remains seller-owned",
+      "2026-07-07 | EVT-046-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-046-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-046-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-046-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-046-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-046-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-046-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-046-026-17 | buyer | security review remains seller-owned",
+      "2026-08-16 | EVT-046-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-046-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-046-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-046-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-046-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-046-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-046-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-046-026-25 | buyer | security review remains seller-owned",
+      "2026-09-25 | EVT-046-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-046-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-046-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-046-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-046-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-046-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-046-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-046-026-33 | buyer | security review remains seller-owned",
+      "2026-11-04 | EVT-046-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000009",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/027_sbp-046-11_04_gong_history.json b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/027_sbp-046-11_04_gong_history.json
new file mode 100644
index 0000000000000000000000000000000000000000..61151459053c3faf4fc022e6ac25c03ab3ecc43e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/027_sbp-046-11_04_gong_history.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 702204,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-09-07",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Ventures",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-10",
+    "decision_code": "HOLD-046-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-24 | EVT-046-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-046-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-046-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-046-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-046-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-046-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-046-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-046-027-8 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-046-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-046-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-046-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-046-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-046-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-046-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-046-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-046-027-16 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-046-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-046-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-046-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-046-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-046-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-046-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-046-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-046-027-24 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-046-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-046-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-046-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-046-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-046-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-046-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-046-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-046-027-32 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-046-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-046-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "04_gong_history",
+    "gong_evidence_id": "GE-046-11",
+    "hubspot_company_id": "8004610010",
+    "hubspot_deal_id": "8004620010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-11",
+    "salesforce_account_id": "001SB046000010",
+    "salesforce_opportunity_id": "006SB046000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/028_sbp-046-12_04_gong_history.csv b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/028_sbp-046-12_04_gong_history.csv
new file mode 100644
index 0000000000000000000000000000000000000000..9e59ab12c027595ea6070175c15c6790a931bee4
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/028_sbp-046-12_04_gong_history.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB046000011"""
+record_control,salesforce_opportunity_id,"""006SB046000011"""
+record_control,hubspot_company_id,"""8004610011"""
+record_control,hubspot_deal_id,"""8004620011"""
+record_control,gong_evidence_id,"""GE-046-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""04_gong_history"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,839317
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-14"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-25 | EVT-046-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-30 | EVT-046-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-04 | EVT-046-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-09 | EVT-046-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-14 | EVT-046-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-19 | EVT-046-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-24 | EVT-046-028-7 | buyer | security review remains seller-owned"", ""2026-06-29 | EVT-046-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-04 | EVT-046-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-09 | EVT-046-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-14 | EVT-046-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-19 | EVT-046-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-24 | EVT-046-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-29 | EVT-046-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-03 | EVT-046-028-15 | buyer | security review remains seller-owned"", ""2026-08-08 | EVT-046-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-13 | EVT-046-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-18 | EVT-046-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-23 | EVT-046-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-28 | EVT-046-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-02 | EVT-046-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-07 | EVT-046-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-12 | EVT-046-028-23 | buyer | security review remains seller-owned"", ""2026-09-17 | EVT-046-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-22 | EVT-046-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-27 | EVT-046-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-02 | EVT-046-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-07 | EVT-046-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-12 | EVT-046-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-17 | EVT-046-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-22 | EVT-046-028-31 | buyer | security review remains seller-owned"", ""2026-10-27 | EVT-046-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-01 | EVT-046-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-06 | EVT-046-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-08"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8004630011"""
+decision,authorized_field,"""hubspot_owner_id"""
+decision,current_value,"""unassigned"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-11"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/029_sbp-046-13_04_gong_history.eml b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/029_sbp-046-13_04_gong_history.eml
new file mode 100644
index 0000000000000000000000000000000000000000..641d4c314d2f0320f07b6a3ae3738a23de580a49
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/029_sbp-046-13_04_gong_history.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-13 / 04_gong_history
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB046000012",
+    "salesforce_opportunity_id": "006SB046000012",
+    "hubspot_company_id": "8004610012",
+    "hubspot_deal_id": "8004620012",
+    "gong_evidence_id": "GE-046-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "04_gong_history",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 976430,
+    "stage": "Proposal",
+    "close_date": "2026-09-21",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-046-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-046-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-046-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-046-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-046-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-046-029-6 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-046-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-046-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-046-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-046-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-046-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-046-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-046-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-046-029-14 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-046-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-046-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-046-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-046-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-046-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-046-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-046-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-046-029-22 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-046-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-046-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-046-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-046-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-046-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-046-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-046-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-046-029-30 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-046-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-046-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-046-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-046-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000012",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-06"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/030_sbp-046-14_04_gong_history.xml b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/030_sbp-046-14_04_gong_history.xml
new file mode 100644
index 0000000000000000000000000000000000000000..22314524df6b24bd2006485208bb09aadac53954
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/030_sbp-046-14_04_gong_history.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB046000013",
+  "salesforce_opportunity_id": "006SB046000013",
+  "hubspot_company_id": "8004610013",
+  "hubspot_deal_id": "8004620013",
+  "gong_evidence_id": "GE-046-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "04_gong_history",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Northstar Platform",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 1113543,
+  "stage": "Qualification",
+  "close_date": "2026-09-28",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-27 | EVT-046-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-01 | EVT-046-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-06 | EVT-046-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-11 | EVT-046-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-16 | EVT-046-030-5 | buyer | security review remains seller-owned",
+    "2026-06-21 | EVT-046-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-26 | EVT-046-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-01 | EVT-046-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-06 | EVT-046-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-11 | EVT-046-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-16 | EVT-046-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-21 | EVT-046-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-26 | EVT-046-030-13 | buyer | security review remains seller-owned",
+    "2026-07-31 | EVT-046-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-05 | EVT-046-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-10 | EVT-046-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-15 | EVT-046-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-20 | EVT-046-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-25 | EVT-046-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-30 | EVT-046-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-04 | EVT-046-030-21 | buyer | security review remains seller-owned",
+    "2026-09-09 | EVT-046-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-14 | EVT-046-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-19 | EVT-046-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-24 | EVT-046-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-29 | EVT-046-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-04 | EVT-046-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-09 | EVT-046-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-14 | EVT-046-030-29 | buyer | security review remains seller-owned",
+    "2026-10-19 | EVT-046-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-24 | EVT-046-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-29 | EVT-046-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-03 | EVT-046-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-08 | EVT-046-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8004630013",
+  "authorized_field": "hubspot_owner_id",
+  "current_value": "unassigned",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-07"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/031_sbp-046-15_04_gong_history.html b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/031_sbp-046-15_04_gong_history.html
new file mode 100644
index 0000000000000000000000000000000000000000..7aa6d81943c3e95ffd74f6007fd27aba72e18854
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/031_sbp-046-15_04_gong_history.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;04_gong_history&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 1250656,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-05&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-28 | EVT-046-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-02 | EVT-046-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-07 | EVT-046-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-12 | EVT-046-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-17 | EVT-046-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-22 | EVT-046-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-27 | EVT-046-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-02 | EVT-046-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-07 | EVT-046-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-12 | EVT-046-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-17 | EVT-046-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-22 | EVT-046-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-27 | EVT-046-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-01 | EVT-046-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-06 | EVT-046-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-11 | EVT-046-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-16 | EVT-046-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-21 | EVT-046-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-26 | EVT-046-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-31 | EVT-046-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-05 | EVT-046-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-10 | EVT-046-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-15 | EVT-046-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-20 | EVT-046-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-25 | EVT-046-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-30 | EVT-046-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-05 | EVT-046-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-10 | EVT-046-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-15 | EVT-046-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-20 | EVT-046-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-25 | EVT-046-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-30 | EVT-046-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-04 | EVT-046-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-09 | EVT-046-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00QSB046000014&quot;,
+    &quot;authorized_field&quot;: &quot;OwnerId&quot;,
+    &quot;current_value&quot;: &quot;00GQUEUE&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-08&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/04_gong_history/032_sbp-046-16_04_gong_history.md b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/032_sbp-046-16_04_gong_history.md
new file mode 100644
index 0000000000000000000000000000000000000000..7798a30407aeb768fe85e618909e6dbea2c31821
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/04_gong_history/032_sbp-046-16_04_gong_history.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB046000015",
+    "salesforce_opportunity_id": "006SB046000015",
+    "hubspot_company_id": "8004610015",
+    "hubspot_deal_id": "8004620015",
+    "gong_evidence_id": "GE-046-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "04_gong_history",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Palisade Group",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 1387769,
+    "stage": "Qualification",
+    "close_date": "2026-10-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-046-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-046-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-046-032-3 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-046-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-046-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-046-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-046-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-046-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-046-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-046-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-046-032-11 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-046-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-046-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-046-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-046-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-046-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-046-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-046-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-046-032-19 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-046-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-046-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-046-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-046-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-046-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-046-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-046-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-046-032-27 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-046-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-046-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-046-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-046-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-046-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-046-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-046-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630015",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000006",
+    "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/033_sbp-046-01_05_account_matches.md b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/033_sbp-046-01_05_account_matches.md
new file mode 100644
index 0000000000000000000000000000000000000000..02c513910e5b0b170dc0de149e37a0745d049ffe
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/033_sbp-046-01_05_account_matches.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB046000000",
+    "salesforce_opportunity_id": "006SB046000000",
+    "hubspot_company_id": "8004610000",
+    "hubspot_deal_id": "8004620000",
+    "gong_evidence_id": "GE-046-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "05_account_matches",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Alder Holdings",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4031074,
+    "stage": "Proposal",
+    "close_date": "2026-10-15",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-046-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-046-033-2 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-046-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-046-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-046-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-046-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-046-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-046-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-046-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-046-033-10 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-046-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-046-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-046-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-046-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-046-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-046-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-046-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-046-033-18 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-046-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-046-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-046-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-046-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-046-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-046-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-046-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-046-033-26 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-046-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-046-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-046-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-046-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-046-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-046-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-046-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-046-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000000",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000007",
+    "reason": "SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-06"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/034_sbp-046-02_05_account_matches.txt b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/034_sbp-046-02_05_account_matches.txt
new file mode 100644
index 0000000000000000000000000000000000000000..0f46017cdbb6c5d25d610c15a3b137f5fcbc6e33
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/034_sbp-046-02_05_account_matches.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB046000001",
+    "salesforce_opportunity_id": "006SB046000001",
+    "hubspot_company_id": "8004610001",
+    "hubspot_deal_id": "8004620001",
+    "gong_evidence_id": "GE-046-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "05_account_matches",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Beacon Systems",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4168187,
+    "stage": "Qualification",
+    "close_date": "2026-10-22",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-046-034-1 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-046-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-046-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-046-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-046-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-046-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-046-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-046-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-046-034-9 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-046-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-046-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-046-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-046-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-046-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-046-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-046-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-046-034-17 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-046-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-046-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-046-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-046-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-046-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-046-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-046-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-046-034-25 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-046-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-046-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-046-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-046-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-046-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-046-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-046-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-046-034-33 | buyer | security review remains seller-owned",
+      "2026-11-12 | EVT-046-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630001",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/035_sbp-046-03_05_account_matches.json b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/035_sbp-046-03_05_account_matches.json
new file mode 100644
index 0000000000000000000000000000000000000000..02fa26c246696365efb4110d60440bc38ef0bccf
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/035_sbp-046-03_05_account_matches.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4305300,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-10-29",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Partners",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-08",
+    "decision_code": "HOLD-046-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-01 | EVT-046-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-046-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-046-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-046-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-046-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-046-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-046-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-046-035-8 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-046-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-046-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-046-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-046-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-046-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-046-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-046-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-046-035-16 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-046-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-046-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-046-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-046-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-046-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-046-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-046-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-046-035-24 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-046-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-046-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-046-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-046-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-046-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-046-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-046-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-046-035-32 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-046-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-046-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "05_account_matches",
+    "gong_evidence_id": "GE-046-03",
+    "hubspot_company_id": "8004610002",
+    "hubspot_deal_id": "8004620002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-03",
+    "salesforce_account_id": "001SB046000002",
+    "salesforce_opportunity_id": "006SB046000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/036_sbp-046-04_05_account_matches.csv b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/036_sbp-046-04_05_account_matches.csv
new file mode 100644
index 0000000000000000000000000000000000000000..f6965cd72bc9834ca8440525c0aa72271cb3b3fe
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/036_sbp-046-04_05_account_matches.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB046000003"""
+record_control,salesforce_opportunity_id,"""006SB046000003"""
+record_control,hubspot_company_id,"""8004610003"""
+record_control,hubspot_deal_id,"""8004620003"""
+record_control,gong_evidence_id,"""GE-046-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""05_account_matches"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,4442413
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-05"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-02 | EVT-046-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-07 | EVT-046-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-12 | EVT-046-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-17 | EVT-046-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-22 | EVT-046-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-27 | EVT-046-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-02 | EVT-046-036-7 | buyer | security review remains seller-owned"", ""2026-07-07 | EVT-046-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-12 | EVT-046-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-17 | EVT-046-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-22 | EVT-046-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-27 | EVT-046-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-01 | EVT-046-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-06 | EVT-046-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-11 | EVT-046-036-15 | buyer | security review remains seller-owned"", ""2026-08-16 | EVT-046-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-21 | EVT-046-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-26 | EVT-046-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-31 | EVT-046-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-05 | EVT-046-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-10 | EVT-046-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-15 | EVT-046-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-20 | EVT-046-036-23 | buyer | security review remains seller-owned"", ""2026-09-25 | EVT-046-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-30 | EVT-046-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-05 | EVT-046-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-10 | EVT-046-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-15 | EVT-046-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-20 | EVT-046-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-25 | EVT-046-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-30 | EVT-046-036-31 | buyer | security review remains seller-owned"", ""2026-11-04 | EVT-046-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-09 | EVT-046-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-14 | EVT-046-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00QSB046000003"""
+decision,authorized_field,"""OwnerId"""
+decision,current_value,"""00GQUEUE"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-09"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/037_sbp-046-05_05_account_matches.eml b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/037_sbp-046-05_05_account_matches.eml
new file mode 100644
index 0000000000000000000000000000000000000000..55a3db359236895233bfe529266213dec91fca45
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/037_sbp-046-05_05_account_matches.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-05 / 05_account_matches
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB046000004",
+    "salesforce_opportunity_id": "006SB046000004",
+    "hubspot_company_id": "8004610004",
+    "hubspot_deal_id": "8004620004",
+    "gong_evidence_id": "GE-046-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "05_account_matches",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4579526,
+    "stage": "Proposal",
+    "close_date": "2026-11-12",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-046-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-046-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-046-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-046-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-046-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-046-037-6 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-046-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-046-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-046-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-046-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-046-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-046-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-046-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-046-037-14 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-046-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-046-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-046-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-046-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-046-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-046-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-046-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-046-037-22 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-046-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-046-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-046-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-046-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-046-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-046-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-046-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-046-037-30 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-046-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-046-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-046-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-046-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630004",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-10"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/038_sbp-046-06_05_account_matches.xml b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/038_sbp-046-06_05_account_matches.xml
new file mode 100644
index 0000000000000000000000000000000000000000..b1ec423e68977bc414be61111564ae2b4ca5a8d9
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/038_sbp-046-06_05_account_matches.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB046000005",
+  "salesforce_opportunity_id": "006SB046000005",
+  "hubspot_company_id": "8004610005",
+  "hubspot_deal_id": "8004620005",
+  "gong_evidence_id": "GE-046-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "05_account_matches",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 4716639,
+  "stage": "Qualification",
+  "close_date": "2026-11-19",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-04 | EVT-046-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-09 | EVT-046-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-14 | EVT-046-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-19 | EVT-046-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-24 | EVT-046-038-5 | buyer | security review remains seller-owned",
+    "2026-06-29 | EVT-046-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-04 | EVT-046-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-09 | EVT-046-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-14 | EVT-046-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-19 | EVT-046-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-24 | EVT-046-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-29 | EVT-046-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-03 | EVT-046-038-13 | buyer | security review remains seller-owned",
+    "2026-08-08 | EVT-046-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-13 | EVT-046-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-18 | EVT-046-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-23 | EVT-046-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-28 | EVT-046-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-02 | EVT-046-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-07 | EVT-046-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-12 | EVT-046-038-21 | buyer | security review remains seller-owned",
+    "2026-09-17 | EVT-046-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-22 | EVT-046-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-27 | EVT-046-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-02 | EVT-046-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-07 | EVT-046-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-12 | EVT-046-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-17 | EVT-046-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-22 | EVT-046-038-29 | buyer | security review remains seller-owned",
+    "2026-10-27 | EVT-046-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-01 | EVT-046-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-06 | EVT-046-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-11 | EVT-046-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-16 | EVT-046-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00QSB046000005",
+  "authorized_field": "OwnerId",
+  "current_value": "00GQUEUE",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-11"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/039_sbp-046-07_05_account_matches.html b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/039_sbp-046-07_05_account_matches.html
new file mode 100644
index 0000000000000000000000000000000000000000..a4fdc1cbfd88943314d831364a95974ea994682f
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/039_sbp-046-07_05_account_matches.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;05_account_matches&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 4853752,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-11-26&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-05 | EVT-046-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-10 | EVT-046-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-15 | EVT-046-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-20 | EVT-046-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-25 | EVT-046-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-30 | EVT-046-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-05 | EVT-046-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-10 | EVT-046-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-15 | EVT-046-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-20 | EVT-046-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-25 | EVT-046-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-30 | EVT-046-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-04 | EVT-046-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-09 | EVT-046-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-14 | EVT-046-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-19 | EVT-046-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-24 | EVT-046-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-29 | EVT-046-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-03 | EVT-046-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-08 | EVT-046-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-13 | EVT-046-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-18 | EVT-046-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-23 | EVT-046-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-28 | EVT-046-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-03 | EVT-046-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-08 | EVT-046-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-13 | EVT-046-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-18 | EVT-046-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-23 | EVT-046-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-28 | EVT-046-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-02 | EVT-046-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-07 | EVT-046-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-12 | EVT-046-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-17 | EVT-046-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8004630006&quot;,
+    &quot;authorized_field&quot;: &quot;hubspot_owner_id&quot;,
+    &quot;current_value&quot;: &quot;unassigned&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-06&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/05_account_matches/040_sbp-046-08_05_account_matches.md b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/040_sbp-046-08_05_account_matches.md
new file mode 100644
index 0000000000000000000000000000000000000000..5f8223f0a6e5bf1f663be53a338fee80118ead20
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/05_account_matches/040_sbp-046-08_05_account_matches.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB046000007",
+    "salesforce_opportunity_id": "006SB046000007",
+    "hubspot_company_id": "8004610007",
+    "hubspot_deal_id": "8004620007",
+    "gong_evidence_id": "GE-046-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "05_account_matches",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Harbor Works",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 290865,
+    "stage": "Qualification",
+    "close_date": "2026-12-03",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-046-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-046-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-046-040-3 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-046-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-046-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-046-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-046-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-046-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-046-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-046-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-046-040-11 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-046-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-046-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-046-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-046-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-046-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-046-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-046-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-046-040-19 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-046-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-046-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-046-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-046-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-046-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-046-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-046-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-046-040-27 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-046-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-046-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-046-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-046-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-046-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-046-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-046-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/041_sbp-046-09_06_territories.md b/task_files/sb100-046-jasper-apac-capacity/06_territories/041_sbp-046-09_06_territories.md
new file mode 100644
index 0000000000000000000000000000000000000000..22443d10841bcd362538863ebeb4f0501b4e277e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/041_sbp-046-09_06_territories.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB046000008",
+    "salesforce_opportunity_id": "006SB046000008",
+    "hubspot_company_id": "8004610008",
+    "hubspot_deal_id": "8004620008",
+    "gong_evidence_id": "GE-046-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "06_territories",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 427978,
+    "stage": "Proposal",
+    "close_date": "2026-12-10",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-046-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-046-041-2 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-046-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-046-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-046-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-046-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-046-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-046-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-046-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-046-041-10 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-046-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-046-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-046-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-046-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-046-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-046-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-046-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-046-041-18 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-046-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-046-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-046-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-046-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-046-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-046-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-046-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-046-041-26 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-046-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-046-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-046-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-046-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-046-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-046-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-046-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-046-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/042_sbp-046-10_06_territories.txt b/task_files/sb100-046-jasper-apac-capacity/06_territories/042_sbp-046-10_06_territories.txt
new file mode 100644
index 0000000000000000000000000000000000000000..1cb3ddfbb003b3b6a1d597884b690e41e69e8665
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/042_sbp-046-10_06_territories.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB046000009",
+    "salesforce_opportunity_id": "006SB046000009",
+    "hubspot_company_id": "8004610009",
+    "hubspot_deal_id": "8004620009",
+    "gong_evidence_id": "GE-046-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "06_territories",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Juniper Services",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 565091,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-046-042-1 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-046-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-046-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-046-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-046-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-046-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-046-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-046-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-046-042-9 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-046-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-046-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-046-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-046-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-046-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-046-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-046-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-046-042-17 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-046-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-046-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-046-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-046-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-046-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-046-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-046-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-046-042-25 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-046-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-046-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-046-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-046-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-046-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-046-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-046-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-046-042-33 | buyer | security review remains seller-owned",
+      "2026-11-20 | EVT-046-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000009",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/043_sbp-046-11_06_territories.json b/task_files/sb100-046-jasper-apac-capacity/06_territories/043_sbp-046-11_06_territories.json
new file mode 100644
index 0000000000000000000000000000000000000000..bceea988db75a137d9ad75ba6d4c8a2810e10c7e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/043_sbp-046-11_06_territories.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 702204,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-09-07",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Ventures",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-10",
+    "decision_code": "HOLD-046-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-09 | EVT-046-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-046-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-046-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-046-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-046-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-046-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-046-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-046-043-8 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-046-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-046-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-046-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-046-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-046-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-046-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-046-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-046-043-16 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-046-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-046-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-046-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-046-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-046-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-046-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-046-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-046-043-24 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-046-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-046-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-046-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-046-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-046-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-046-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-046-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-046-043-32 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-046-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-046-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "06_territories",
+    "gong_evidence_id": "GE-046-11",
+    "hubspot_company_id": "8004610010",
+    "hubspot_deal_id": "8004620010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-11",
+    "salesforce_account_id": "001SB046000010",
+    "salesforce_opportunity_id": "006SB046000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/044_sbp-046-12_06_territories.csv b/task_files/sb100-046-jasper-apac-capacity/06_territories/044_sbp-046-12_06_territories.csv
new file mode 100644
index 0000000000000000000000000000000000000000..584a243eeefe0062a456027f04f594ef851adbc9
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/044_sbp-046-12_06_territories.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB046000011"""
+record_control,salesforce_opportunity_id,"""006SB046000011"""
+record_control,hubspot_company_id,"""8004610011"""
+record_control,hubspot_deal_id,"""8004620011"""
+record_control,gong_evidence_id,"""GE-046-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""06_territories"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,839317
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-14"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-10 | EVT-046-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-046-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-046-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-046-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-046-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-046-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-046-044-7 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-046-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-046-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-046-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-046-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-046-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-046-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-046-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-046-044-15 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-046-044-16 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-046-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-046-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-046-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-046-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-046-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-046-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-046-044-23 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-046-044-24 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-046-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-046-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-18 | EVT-046-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-23 | EVT-046-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-28 | EVT-046-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-02 | EVT-046-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-07 | EVT-046-044-31 | buyer | security review remains seller-owned"", ""2026-11-12 | EVT-046-044-32 | seller | champion requested a revised mutual action plan"", ""2026-11-17 | EVT-046-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-22 | EVT-046-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-08"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8004630011"""
+decision,authorized_field,"""hubspot_owner_id"""
+decision,current_value,"""unassigned"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-11"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/045_sbp-046-13_06_territories.eml b/task_files/sb100-046-jasper-apac-capacity/06_territories/045_sbp-046-13_06_territories.eml
new file mode 100644
index 0000000000000000000000000000000000000000..a933e6606ed350856f8748225e4375d667ad8f63
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/045_sbp-046-13_06_territories.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-13 / 06_territories
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB046000012",
+    "salesforce_opportunity_id": "006SB046000012",
+    "hubspot_company_id": "8004610012",
+    "hubspot_deal_id": "8004620012",
+    "gong_evidence_id": "GE-046-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "06_territories",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 976430,
+    "stage": "Proposal",
+    "close_date": "2026-09-21",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-046-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-046-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-046-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-046-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-046-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-046-045-6 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-046-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-046-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-046-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-046-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-046-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-046-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-046-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-046-045-14 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-046-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-046-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-046-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-046-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-046-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-046-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-046-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-046-045-22 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-046-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-046-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-046-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-046-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-046-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-046-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-046-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-046-045-30 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-046-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-046-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-18 | EVT-046-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-23 | EVT-046-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000012",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-06"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/046_sbp-046-14_06_territories.xml b/task_files/sb100-046-jasper-apac-capacity/06_territories/046_sbp-046-14_06_territories.xml
new file mode 100644
index 0000000000000000000000000000000000000000..80072edb7768ca3046f5429903fa625f4f46ac64
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/046_sbp-046-14_06_territories.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB046000013",
+  "salesforce_opportunity_id": "006SB046000013",
+  "hubspot_company_id": "8004610013",
+  "hubspot_deal_id": "8004620013",
+  "gong_evidence_id": "GE-046-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "06_territories",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Northstar Platform",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 1113543,
+  "stage": "Qualification",
+  "close_date": "2026-09-28",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-12 | EVT-046-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-046-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-046-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-046-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-046-046-5 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-046-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-046-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-046-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-046-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-046-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-046-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-046-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-046-046-13 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-046-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-046-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-046-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-046-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-046-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-046-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-046-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-046-046-21 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-046-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-046-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-046-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-046-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-046-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-20 | EVT-046-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-25 | EVT-046-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-30 | EVT-046-046-29 | buyer | security review remains seller-owned",
+    "2026-11-04 | EVT-046-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-09 | EVT-046-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-14 | EVT-046-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-19 | EVT-046-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-24 | EVT-046-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8004630013",
+  "authorized_field": "hubspot_owner_id",
+  "current_value": "unassigned",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-07"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/047_sbp-046-15_06_territories.html b/task_files/sb100-046-jasper-apac-capacity/06_territories/047_sbp-046-15_06_territories.html
new file mode 100644
index 0000000000000000000000000000000000000000..d12c9eb47245dd856350f0ccf0f30e5e6c258448
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/047_sbp-046-15_06_territories.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;06_territories&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 1250656,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-05&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-13 | EVT-046-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-046-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-046-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-046-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-046-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-046-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-046-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-046-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-046-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-046-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-046-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-046-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-046-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-046-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-046-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-046-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-046-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-046-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-046-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-046-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-046-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-046-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-046-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-046-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-046-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-046-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-21 | EVT-046-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-26 | EVT-046-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-31 | EVT-046-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-05 | EVT-046-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-10 | EVT-046-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-15 | EVT-046-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-20 | EVT-046-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-25 | EVT-046-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00QSB046000014&quot;,
+    &quot;authorized_field&quot;: &quot;OwnerId&quot;,
+    &quot;current_value&quot;: &quot;00GQUEUE&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-08&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/06_territories/048_sbp-046-16_06_territories.md b/task_files/sb100-046-jasper-apac-capacity/06_territories/048_sbp-046-16_06_territories.md
new file mode 100644
index 0000000000000000000000000000000000000000..90c281ea7f0995181bf11db8bea64ea5ef933ae5
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/06_territories/048_sbp-046-16_06_territories.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB046000015",
+    "salesforce_opportunity_id": "006SB046000015",
+    "hubspot_company_id": "8004610015",
+    "hubspot_deal_id": "8004620015",
+    "gong_evidence_id": "GE-046-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "06_territories",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Palisade Group",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 1387769,
+    "stage": "Qualification",
+    "close_date": "2026-10-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-046-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-046-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-046-048-3 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-046-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-046-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-046-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-046-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-046-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-046-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-046-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-046-048-11 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-046-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-046-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-046-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-046-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-046-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-046-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-046-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-046-048-19 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-046-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-046-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-046-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-046-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-046-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-046-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-046-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-046-048-27 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-046-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-046-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-046-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-046-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-16 | EVT-046-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-21 | EVT-046-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-26 | EVT-046-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630015",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000006",
+    "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/049_sbp-046-01_07_scoring_policy.md b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/049_sbp-046-01_07_scoring_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..040aec1e8b530878c3417ad85092911e3c55babe
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/049_sbp-046-01_07_scoring_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB046000000",
+    "salesforce_opportunity_id": "006SB046000000",
+    "hubspot_company_id": "8004610000",
+    "hubspot_deal_id": "8004620000",
+    "gong_evidence_id": "GE-046-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "07_scoring_policy",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Alder Holdings",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4031074,
+    "stage": "Proposal",
+    "close_date": "2026-10-15",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-046-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-046-049-2 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-046-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-046-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-046-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-046-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-046-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-046-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-046-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-046-049-10 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-046-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-046-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-046-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-046-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-046-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-046-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-046-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-046-049-18 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-046-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-046-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-046-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-046-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-046-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-046-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-046-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-046-049-26 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-046-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-046-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-046-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-046-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-12 | EVT-046-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-17 | EVT-046-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-22 | EVT-046-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-27 | EVT-046-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000000",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000007",
+    "reason": "SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-06"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/050_sbp-046-02_07_scoring_policy.txt b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/050_sbp-046-02_07_scoring_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..cf67e6ed20958ea1a018e6972ee232a2e71a3d00
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/050_sbp-046-02_07_scoring_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB046000001",
+    "salesforce_opportunity_id": "006SB046000001",
+    "hubspot_company_id": "8004610001",
+    "hubspot_deal_id": "8004620001",
+    "gong_evidence_id": "GE-046-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "07_scoring_policy",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Beacon Systems",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4168187,
+    "stage": "Qualification",
+    "close_date": "2026-10-22",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-046-050-1 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-046-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-046-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-046-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-046-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-046-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-046-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-046-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-046-050-9 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-046-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-046-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-046-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-046-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-046-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-046-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-046-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-046-050-17 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-046-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-046-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-046-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-046-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-046-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-046-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-046-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-046-050-25 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-046-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-046-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-046-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-046-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-046-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-046-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-046-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-23 | EVT-046-050-33 | buyer | security review remains seller-owned",
+      "2026-11-28 | EVT-046-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630001",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/051_sbp-046-03_07_scoring_policy.json b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/051_sbp-046-03_07_scoring_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..475f228d8607a40290a67822237fd02aaa73647f
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/051_sbp-046-03_07_scoring_policy.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4305300,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-10-29",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Partners",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-08",
+    "decision_code": "HOLD-046-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-17 | EVT-046-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-046-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-046-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-046-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-046-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-046-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-046-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-046-051-8 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-046-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-046-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-046-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-046-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-046-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-046-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-046-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-046-051-16 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-046-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-046-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-046-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-046-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-046-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-046-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-046-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-046-051-24 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-046-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-046-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-046-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-046-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-046-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-046-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-046-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-046-051-32 | seller | security review remains seller-owned",
+      "2026-11-24 | EVT-046-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-29 | EVT-046-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "07_scoring_policy",
+    "gong_evidence_id": "GE-046-03",
+    "hubspot_company_id": "8004610002",
+    "hubspot_deal_id": "8004620002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-03",
+    "salesforce_account_id": "001SB046000002",
+    "salesforce_opportunity_id": "006SB046000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/052_sbp-046-04_07_scoring_policy.csv b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/052_sbp-046-04_07_scoring_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..880058c12f168524e4b6cb539dd1030243be3642
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/052_sbp-046-04_07_scoring_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB046000003"""
+record_control,salesforce_opportunity_id,"""006SB046000003"""
+record_control,hubspot_company_id,"""8004610003"""
+record_control,hubspot_deal_id,"""8004620003"""
+record_control,gong_evidence_id,"""GE-046-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""07_scoring_policy"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,4442413
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-05"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-18 | EVT-046-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-046-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-046-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-046-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-046-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-046-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-046-052-7 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-046-052-8 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-046-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-046-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-046-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-046-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-046-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-046-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-046-052-15 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-046-052-16 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-046-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-046-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-046-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-046-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-046-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-046-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-046-052-23 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-046-052-24 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-046-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-046-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-26 | EVT-046-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-31 | EVT-046-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-05 | EVT-046-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-10 | EVT-046-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-15 | EVT-046-052-31 | buyer | security review remains seller-owned"", ""2026-11-20 | EVT-046-052-32 | seller | champion requested a revised mutual action plan"", ""2026-11-25 | EVT-046-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-30 | EVT-046-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00QSB046000003"""
+decision,authorized_field,"""OwnerId"""
+decision,current_value,"""00GQUEUE"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-09"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/053_sbp-046-05_07_scoring_policy.eml b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/053_sbp-046-05_07_scoring_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..36d783d73673c9b8fa4e8e94f14c7947513ec359
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/053_sbp-046-05_07_scoring_policy.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-05 / 07_scoring_policy
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB046000004",
+    "salesforce_opportunity_id": "006SB046000004",
+    "hubspot_company_id": "8004610004",
+    "hubspot_deal_id": "8004620004",
+    "gong_evidence_id": "GE-046-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "07_scoring_policy",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4579526,
+    "stage": "Proposal",
+    "close_date": "2026-11-12",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-046-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-046-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-046-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-046-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-046-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-046-053-6 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-046-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-046-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-046-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-046-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-046-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-046-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-046-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-046-053-14 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-046-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-046-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-046-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-046-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-046-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-046-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-046-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-046-053-22 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-046-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-046-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-046-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-046-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-046-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-046-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-046-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-046-053-30 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-046-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-046-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-26 | EVT-046-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-12-01 | EVT-046-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630004",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-10"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/054_sbp-046-06_07_scoring_policy.xml b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/054_sbp-046-06_07_scoring_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0e247d43f7d09b5015daa66e2b1eaf904662772d
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/054_sbp-046-06_07_scoring_policy.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB046000005",
+  "salesforce_opportunity_id": "006SB046000005",
+  "hubspot_company_id": "8004610005",
+  "hubspot_deal_id": "8004620005",
+  "gong_evidence_id": "GE-046-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "07_scoring_policy",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 4716639,
+  "stage": "Qualification",
+  "close_date": "2026-11-19",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-01 | EVT-046-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-06 | EVT-046-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-11 | EVT-046-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-16 | EVT-046-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-21 | EVT-046-054-5 | buyer | security review remains seller-owned",
+    "2026-05-26 | EVT-046-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-05-31 | EVT-046-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-05 | EVT-046-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-10 | EVT-046-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-15 | EVT-046-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-20 | EVT-046-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-25 | EVT-046-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-06-30 | EVT-046-054-13 | buyer | security review remains seller-owned",
+    "2026-07-05 | EVT-046-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-10 | EVT-046-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-15 | EVT-046-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-20 | EVT-046-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-25 | EVT-046-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-30 | EVT-046-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-04 | EVT-046-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-09 | EVT-046-054-21 | buyer | security review remains seller-owned",
+    "2026-08-14 | EVT-046-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-19 | EVT-046-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-24 | EVT-046-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-29 | EVT-046-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-03 | EVT-046-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-08 | EVT-046-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-13 | EVT-046-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-18 | EVT-046-054-29 | buyer | security review remains seller-owned",
+    "2026-09-23 | EVT-046-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-28 | EVT-046-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-03 | EVT-046-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-08 | EVT-046-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-13 | EVT-046-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00QSB046000005",
+  "authorized_field": "OwnerId",
+  "current_value": "00GQUEUE",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-11"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/055_sbp-046-07_07_scoring_policy.html b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/055_sbp-046-07_07_scoring_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..5c6391a99dffcd5a21dba8831033b718131dd68a
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/055_sbp-046-07_07_scoring_policy.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;07_scoring_policy&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 4853752,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-11-26&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-02 | EVT-046-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-07 | EVT-046-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-12 | EVT-046-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-17 | EVT-046-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-22 | EVT-046-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-27 | EVT-046-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-01 | EVT-046-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-06 | EVT-046-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-11 | EVT-046-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-16 | EVT-046-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-21 | EVT-046-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-26 | EVT-046-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-01 | EVT-046-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-06 | EVT-046-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-11 | EVT-046-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-16 | EVT-046-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-21 | EVT-046-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-26 | EVT-046-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-31 | EVT-046-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-05 | EVT-046-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-10 | EVT-046-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-15 | EVT-046-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-20 | EVT-046-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-25 | EVT-046-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-30 | EVT-046-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-04 | EVT-046-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-09 | EVT-046-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-14 | EVT-046-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-19 | EVT-046-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-24 | EVT-046-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-29 | EVT-046-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-04 | EVT-046-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-09 | EVT-046-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-14 | EVT-046-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8004630006&quot;,
+    &quot;authorized_field&quot;: &quot;hubspot_owner_id&quot;,
+    &quot;current_value&quot;: &quot;unassigned&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-06&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/056_sbp-046-08_07_scoring_policy.md b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/056_sbp-046-08_07_scoring_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..f78b1ef1704cf43e6f12332926660cdc01113e4d
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/07_scoring_policy/056_sbp-046-08_07_scoring_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB046000007",
+    "salesforce_opportunity_id": "006SB046000007",
+    "hubspot_company_id": "8004610007",
+    "hubspot_deal_id": "8004620007",
+    "gong_evidence_id": "GE-046-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "07_scoring_policy",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Harbor Works",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 290865,
+    "stage": "Qualification",
+    "close_date": "2026-12-03",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-046-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-08 | EVT-046-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-13 | EVT-046-056-3 | buyer | security review remains seller-owned",
+      "2026-05-18 | EVT-046-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-046-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-046-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-046-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-046-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-046-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-046-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-046-056-11 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-046-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-046-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-046-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-046-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-046-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-046-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-046-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-046-056-19 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-046-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-046-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-046-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-046-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-046-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-046-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-046-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-046-056-27 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-046-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-046-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-046-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-046-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-046-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-046-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-046-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/057_sbp-046-09_08_consent.md b/task_files/sb100-046-jasper-apac-capacity/08_consent/057_sbp-046-09_08_consent.md
new file mode 100644
index 0000000000000000000000000000000000000000..f62ad33a7af2956f579226a6c3b31de64e015667
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/057_sbp-046-09_08_consent.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB046000008",
+    "salesforce_opportunity_id": "006SB046000008",
+    "hubspot_company_id": "8004610008",
+    "hubspot_deal_id": "8004620008",
+    "gong_evidence_id": "GE-046-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "08_consent",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 427978,
+    "stage": "Proposal",
+    "close_date": "2026-12-10",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-046-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-09 | EVT-046-057-2 | seller | security review remains seller-owned",
+      "2026-05-14 | EVT-046-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-046-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-046-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-046-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-046-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-046-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-046-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-046-057-10 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-046-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-046-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-046-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-046-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-046-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-046-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-046-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-046-057-18 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-046-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-046-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-046-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-046-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-046-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-046-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-046-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-046-057-26 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-046-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-046-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-046-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-046-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-046-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-046-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-046-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-046-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/058_sbp-046-10_08_consent.txt b/task_files/sb100-046-jasper-apac-capacity/08_consent/058_sbp-046-10_08_consent.txt
new file mode 100644
index 0000000000000000000000000000000000000000..bccf34582214db89dfc10bf90de4d5434c157745
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/058_sbp-046-10_08_consent.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB046000009",
+    "salesforce_opportunity_id": "006SB046000009",
+    "hubspot_company_id": "8004610009",
+    "hubspot_deal_id": "8004620009",
+    "gong_evidence_id": "GE-046-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "08_consent",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Juniper Services",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 565091,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-046-058-1 | buyer | security review remains seller-owned",
+      "2026-05-10 | EVT-046-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-15 | EVT-046-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-20 | EVT-046-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-25 | EVT-046-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-30 | EVT-046-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-04 | EVT-046-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-046-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-046-058-9 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-046-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-046-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-046-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-046-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-046-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-046-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-046-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-046-058-17 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-046-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-046-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-046-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-046-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-046-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-046-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-046-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-046-058-25 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-046-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-046-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-046-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-046-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-046-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-046-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-046-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-046-058-33 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-046-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000009",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/059_sbp-046-11_08_consent.json b/task_files/sb100-046-jasper-apac-capacity/08_consent/059_sbp-046-11_08_consent.json
new file mode 100644
index 0000000000000000000000000000000000000000..f88b3144a48b67642c18f0c773161f2f72af561e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/059_sbp-046-11_08_consent.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 702204,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-09-07",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Ventures",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-10",
+    "decision_code": "HOLD-046-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-06 | EVT-046-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-11 | EVT-046-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-16 | EVT-046-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-046-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-046-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-046-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-046-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-046-059-8 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-046-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-046-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-046-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-046-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-046-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-046-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-046-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-046-059-16 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-046-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-046-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-046-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-046-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-046-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-046-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-046-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-046-059-24 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-046-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-046-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-046-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-046-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-046-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-046-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-046-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-046-059-32 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-046-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-046-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "08_consent",
+    "gong_evidence_id": "GE-046-11",
+    "hubspot_company_id": "8004610010",
+    "hubspot_deal_id": "8004620010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-11",
+    "salesforce_account_id": "001SB046000010",
+    "salesforce_opportunity_id": "006SB046000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/060_sbp-046-12_08_consent.csv b/task_files/sb100-046-jasper-apac-capacity/08_consent/060_sbp-046-12_08_consent.csv
new file mode 100644
index 0000000000000000000000000000000000000000..2de1e596298c0c50e74fcf550a68bcf34e36af6e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/060_sbp-046-12_08_consent.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB046000011"""
+record_control,salesforce_opportunity_id,"""006SB046000011"""
+record_control,hubspot_company_id,"""8004610011"""
+record_control,hubspot_deal_id,"""8004620011"""
+record_control,gong_evidence_id,"""GE-046-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""08_consent"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,839317
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-14"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-07 | EVT-046-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-12 | EVT-046-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-17 | EVT-046-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-22 | EVT-046-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-27 | EVT-046-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-01 | EVT-046-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-06 | EVT-046-060-7 | buyer | security review remains seller-owned"", ""2026-06-11 | EVT-046-060-8 | seller | champion requested a revised mutual action plan"", ""2026-06-16 | EVT-046-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-046-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-046-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-046-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-046-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-046-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-046-060-15 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-046-060-16 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-046-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-046-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-046-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-046-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-046-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-046-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-046-060-23 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-046-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-046-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-046-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-046-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-046-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-046-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-046-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-046-060-31 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-046-060-32 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-046-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-046-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-08"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8004630011"""
+decision,authorized_field,"""hubspot_owner_id"""
+decision,current_value,"""unassigned"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-11"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/061_sbp-046-13_08_consent.eml b/task_files/sb100-046-jasper-apac-capacity/08_consent/061_sbp-046-13_08_consent.eml
new file mode 100644
index 0000000000000000000000000000000000000000..17bfd82f22507a730093a8ba40e973c7b7f6398d
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/061_sbp-046-13_08_consent.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-13 / 08_consent
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB046000012",
+    "salesforce_opportunity_id": "006SB046000012",
+    "hubspot_company_id": "8004610012",
+    "hubspot_deal_id": "8004620012",
+    "gong_evidence_id": "GE-046-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "08_consent",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 976430,
+    "stage": "Proposal",
+    "close_date": "2026-09-21",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-046-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-13 | EVT-046-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-18 | EVT-046-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-23 | EVT-046-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-28 | EVT-046-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-046-061-6 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-046-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-046-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-046-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-046-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-046-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-046-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-046-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-046-061-14 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-046-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-046-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-046-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-046-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-046-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-046-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-046-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-046-061-22 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-046-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-046-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-046-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-046-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-046-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-046-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-046-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-046-061-30 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-046-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-046-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-046-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-046-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000012",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-06"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/062_sbp-046-14_08_consent.xml b/task_files/sb100-046-jasper-apac-capacity/08_consent/062_sbp-046-14_08_consent.xml
new file mode 100644
index 0000000000000000000000000000000000000000..e45a5a883d1d479b62c712506d3293521598da14
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/062_sbp-046-14_08_consent.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB046000013",
+  "salesforce_opportunity_id": "006SB046000013",
+  "hubspot_company_id": "8004610013",
+  "hubspot_deal_id": "8004620013",
+  "gong_evidence_id": "GE-046-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "08_consent",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Northstar Platform",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 1113543,
+  "stage": "Qualification",
+  "close_date": "2026-09-28",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-09 | EVT-046-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-14 | EVT-046-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-19 | EVT-046-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-24 | EVT-046-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-29 | EVT-046-062-5 | buyer | security review remains seller-owned",
+    "2026-06-03 | EVT-046-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-08 | EVT-046-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-13 | EVT-046-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-18 | EVT-046-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-23 | EVT-046-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-28 | EVT-046-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-03 | EVT-046-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-08 | EVT-046-062-13 | buyer | security review remains seller-owned",
+    "2026-07-13 | EVT-046-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-18 | EVT-046-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-23 | EVT-046-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-28 | EVT-046-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-02 | EVT-046-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-07 | EVT-046-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-12 | EVT-046-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-17 | EVT-046-062-21 | buyer | security review remains seller-owned",
+    "2026-08-22 | EVT-046-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-27 | EVT-046-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-01 | EVT-046-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-06 | EVT-046-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-11 | EVT-046-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-16 | EVT-046-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-21 | EVT-046-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-26 | EVT-046-062-29 | buyer | security review remains seller-owned",
+    "2026-10-01 | EVT-046-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-06 | EVT-046-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-11 | EVT-046-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-16 | EVT-046-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-21 | EVT-046-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8004630013",
+  "authorized_field": "hubspot_owner_id",
+  "current_value": "unassigned",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-07"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/063_sbp-046-15_08_consent.html b/task_files/sb100-046-jasper-apac-capacity/08_consent/063_sbp-046-15_08_consent.html
new file mode 100644
index 0000000000000000000000000000000000000000..9785f0ddf519d6218c73038c6f99aa670e24ddb8
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/063_sbp-046-15_08_consent.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;08_consent&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 1250656,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-05&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-10 | EVT-046-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-15 | EVT-046-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-20 | EVT-046-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-25 | EVT-046-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-30 | EVT-046-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-04 | EVT-046-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-09 | EVT-046-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-14 | EVT-046-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-19 | EVT-046-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-24 | EVT-046-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-29 | EVT-046-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-04 | EVT-046-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-09 | EVT-046-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-14 | EVT-046-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-19 | EVT-046-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-24 | EVT-046-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-29 | EVT-046-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-03 | EVT-046-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-08 | EVT-046-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-13 | EVT-046-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-18 | EVT-046-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-23 | EVT-046-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-28 | EVT-046-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-02 | EVT-046-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-07 | EVT-046-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-12 | EVT-046-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-17 | EVT-046-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-22 | EVT-046-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-27 | EVT-046-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-02 | EVT-046-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-07 | EVT-046-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-12 | EVT-046-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-17 | EVT-046-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-22 | EVT-046-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00QSB046000014&quot;,
+    &quot;authorized_field&quot;: &quot;OwnerId&quot;,
+    &quot;current_value&quot;: &quot;00GQUEUE&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-08&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/08_consent/064_sbp-046-16_08_consent.md b/task_files/sb100-046-jasper-apac-capacity/08_consent/064_sbp-046-16_08_consent.md
new file mode 100644
index 0000000000000000000000000000000000000000..f69a26936d2e83dd7088bd9cd91ab674e0cb98fc
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/08_consent/064_sbp-046-16_08_consent.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB046000015",
+    "salesforce_opportunity_id": "006SB046000015",
+    "hubspot_company_id": "8004610015",
+    "hubspot_deal_id": "8004620015",
+    "gong_evidence_id": "GE-046-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "08_consent",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Palisade Group",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 1387769,
+    "stage": "Qualification",
+    "close_date": "2026-10-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-046-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-16 | EVT-046-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-21 | EVT-046-064-3 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-046-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-046-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-046-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-046-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-046-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-046-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-046-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-046-064-11 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-046-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-046-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-046-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-046-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-046-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-046-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-046-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-046-064-19 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-046-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-046-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-046-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-046-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-046-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-046-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-046-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-046-064-27 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-046-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-046-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-046-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-046-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-046-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-046-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-046-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630015",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000006",
+    "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/073_sbp-046-09_10_disqualifiers.md b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/073_sbp-046-09_10_disqualifiers.md
new file mode 100644
index 0000000000000000000000000000000000000000..6e99c1d18a32b810641d6ee6cc795db6d2f6ee54
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/073_sbp-046-09_10_disqualifiers.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB046000008",
+    "salesforce_opportunity_id": "006SB046000008",
+    "hubspot_company_id": "8004610008",
+    "hubspot_deal_id": "8004620008",
+    "gong_evidence_id": "GE-046-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "10_disqualifiers",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 427978,
+    "stage": "Proposal",
+    "close_date": "2026-12-10",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-046-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-25 | EVT-046-073-2 | seller | security review remains seller-owned",
+      "2026-05-30 | EVT-046-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-046-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-046-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-046-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-046-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-046-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-046-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-046-073-10 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-046-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-046-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-046-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-046-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-046-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-046-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-046-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-046-073-18 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-046-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-046-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-046-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-046-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-046-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-046-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-046-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-046-073-26 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-046-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-046-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-046-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-046-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-046-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-046-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-046-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-046-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-08"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/074_sbp-046-10_10_disqualifiers.txt b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/074_sbp-046-10_10_disqualifiers.txt
new file mode 100644
index 0000000000000000000000000000000000000000..47993f976e73acaa9291994cd279aa9e0af018f8
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/074_sbp-046-10_10_disqualifiers.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB046000009",
+    "salesforce_opportunity_id": "006SB046000009",
+    "hubspot_company_id": "8004610009",
+    "hubspot_deal_id": "8004620009",
+    "gong_evidence_id": "GE-046-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "10_disqualifiers",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Juniper Services",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 565091,
+    "stage": "Qualification",
+    "close_date": "2026-08-31",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-046-074-1 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-046-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-046-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-046-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-046-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-046-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-046-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-046-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-046-074-9 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-046-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-046-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-046-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-046-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-046-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-046-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-046-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-046-074-17 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-046-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-046-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-046-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-046-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-046-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-046-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-046-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-046-074-25 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-046-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-046-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-046-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-046-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-046-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-046-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-046-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-046-074-33 | buyer | security review remains seller-owned",
+      "2026-11-02 | EVT-046-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000009",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/075_sbp-046-11_10_disqualifiers.json b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/075_sbp-046-11_10_disqualifiers.json
new file mode 100644
index 0000000000000000000000000000000000000000..fb926dfc7e534f2d508eb30822c4eafcf8e6899e
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/075_sbp-046-11_10_disqualifiers.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 702204,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-09-07",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Ventures",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-10",
+    "decision_code": "HOLD-046-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-22 | EVT-046-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-046-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-046-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-046-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-046-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-046-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-046-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-046-075-8 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-046-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-046-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-046-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-046-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-046-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-046-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-046-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-046-075-16 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-046-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-046-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-046-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-046-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-046-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-046-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-046-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-046-075-24 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-046-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-046-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-046-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-046-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-046-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-046-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-046-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-046-075-32 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-046-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-046-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "10_disqualifiers",
+    "gong_evidence_id": "GE-046-11",
+    "hubspot_company_id": "8004610010",
+    "hubspot_deal_id": "8004620010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-11",
+    "salesforce_account_id": "001SB046000010",
+    "salesforce_opportunity_id": "006SB046000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/076_sbp-046-12_10_disqualifiers.csv b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/076_sbp-046-12_10_disqualifiers.csv
new file mode 100644
index 0000000000000000000000000000000000000000..accfe29188f79c95f029092a275fe7e234f6dac1
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/076_sbp-046-12_10_disqualifiers.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB046000011"""
+record_control,salesforce_opportunity_id,"""006SB046000011"""
+record_control,hubspot_company_id,"""8004610011"""
+record_control,hubspot_deal_id,"""8004620011"""
+record_control,gong_evidence_id,"""GE-046-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""10_disqualifiers"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,839317
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-14"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-23 | EVT-046-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-28 | EVT-046-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-02 | EVT-046-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-07 | EVT-046-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-12 | EVT-046-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-17 | EVT-046-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-22 | EVT-046-076-7 | buyer | security review remains seller-owned"", ""2026-06-27 | EVT-046-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-02 | EVT-046-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-07 | EVT-046-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-12 | EVT-046-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-17 | EVT-046-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-22 | EVT-046-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-27 | EVT-046-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-01 | EVT-046-076-15 | buyer | security review remains seller-owned"", ""2026-08-06 | EVT-046-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-11 | EVT-046-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-16 | EVT-046-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-21 | EVT-046-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-26 | EVT-046-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-31 | EVT-046-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-05 | EVT-046-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-10 | EVT-046-076-23 | buyer | security review remains seller-owned"", ""2026-09-15 | EVT-046-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-20 | EVT-046-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-25 | EVT-046-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-30 | EVT-046-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-05 | EVT-046-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-10 | EVT-046-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-15 | EVT-046-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-20 | EVT-046-076-31 | buyer | security review remains seller-owned"", ""2026-10-25 | EVT-046-076-32 | seller | champion requested a revised mutual action plan"", ""2026-10-30 | EVT-046-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-04 | EVT-046-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-08"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8004630011"""
+decision,authorized_field,"""hubspot_owner_id"""
+decision,current_value,"""unassigned"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-11"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/077_sbp-046-13_10_disqualifiers.eml b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/077_sbp-046-13_10_disqualifiers.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c89601af641958dc53f52e4854d6c008d814f078
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/077_sbp-046-13_10_disqualifiers.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-13 / 10_disqualifiers
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB046000012",
+    "salesforce_opportunity_id": "006SB046000012",
+    "hubspot_company_id": "8004610012",
+    "hubspot_deal_id": "8004620012",
+    "gong_evidence_id": "GE-046-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "10_disqualifiers",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 976430,
+    "stage": "Proposal",
+    "close_date": "2026-09-21",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-046-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-046-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-046-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-046-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-046-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-046-077-6 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-046-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-046-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-046-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-046-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-046-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-046-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-046-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-046-077-14 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-046-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-046-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-046-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-046-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-046-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-046-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-046-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-046-077-22 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-046-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-046-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-046-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-046-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-046-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-046-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-046-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-046-077-30 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-046-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-046-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-046-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-046-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000012",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-06"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/078_sbp-046-14_10_disqualifiers.xml b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/078_sbp-046-14_10_disqualifiers.xml
new file mode 100644
index 0000000000000000000000000000000000000000..31ba1274c4acb4d3528d10a46f41631ebe95c1a1
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/078_sbp-046-14_10_disqualifiers.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB046000013",
+  "salesforce_opportunity_id": "006SB046000013",
+  "hubspot_company_id": "8004610013",
+  "hubspot_deal_id": "8004620013",
+  "gong_evidence_id": "GE-046-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "10_disqualifiers",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Northstar Platform",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 1113543,
+  "stage": "Qualification",
+  "close_date": "2026-09-28",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-25 | EVT-046-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-30 | EVT-046-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-04 | EVT-046-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-09 | EVT-046-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-14 | EVT-046-078-5 | buyer | security review remains seller-owned",
+    "2026-06-19 | EVT-046-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-24 | EVT-046-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-29 | EVT-046-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-04 | EVT-046-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-09 | EVT-046-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-14 | EVT-046-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-19 | EVT-046-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-24 | EVT-046-078-13 | buyer | security review remains seller-owned",
+    "2026-07-29 | EVT-046-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-03 | EVT-046-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-08 | EVT-046-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-13 | EVT-046-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-18 | EVT-046-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-23 | EVT-046-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-28 | EVT-046-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-02 | EVT-046-078-21 | buyer | security review remains seller-owned",
+    "2026-09-07 | EVT-046-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-12 | EVT-046-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-17 | EVT-046-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-22 | EVT-046-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-27 | EVT-046-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-02 | EVT-046-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-07 | EVT-046-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-12 | EVT-046-078-29 | buyer | security review remains seller-owned",
+    "2026-10-17 | EVT-046-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-22 | EVT-046-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-27 | EVT-046-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-01 | EVT-046-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-06 | EVT-046-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8004630013",
+  "authorized_field": "hubspot_owner_id",
+  "current_value": "unassigned",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-07"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/079_sbp-046-15_10_disqualifiers.html b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/079_sbp-046-15_10_disqualifiers.html
new file mode 100644
index 0000000000000000000000000000000000000000..61d36d95f4eeddafb5a3ae30447321a3749162d0
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/079_sbp-046-15_10_disqualifiers.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;10_disqualifiers&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 1250656,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-05&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-26 | EVT-046-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-31 | EVT-046-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-05 | EVT-046-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-10 | EVT-046-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-15 | EVT-046-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-20 | EVT-046-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-25 | EVT-046-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-30 | EVT-046-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-05 | EVT-046-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-10 | EVT-046-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-15 | EVT-046-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-20 | EVT-046-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-25 | EVT-046-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-30 | EVT-046-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-04 | EVT-046-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-09 | EVT-046-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-14 | EVT-046-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-19 | EVT-046-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-24 | EVT-046-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-29 | EVT-046-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-03 | EVT-046-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-08 | EVT-046-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-13 | EVT-046-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-18 | EVT-046-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-23 | EVT-046-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-28 | EVT-046-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-03 | EVT-046-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-08 | EVT-046-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-13 | EVT-046-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-18 | EVT-046-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-23 | EVT-046-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-28 | EVT-046-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-02 | EVT-046-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-07 | EVT-046-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00QSB046000014&quot;,
+    &quot;authorized_field&quot;: &quot;OwnerId&quot;,
+    &quot;current_value&quot;: &quot;00GQUEUE&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-08&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/080_sbp-046-16_10_disqualifiers.md b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/080_sbp-046-16_10_disqualifiers.md
new file mode 100644
index 0000000000000000000000000000000000000000..7af6d0285403423b0ab64f57f6dc096d7c5bf9d1
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/10_disqualifiers/080_sbp-046-16_10_disqualifiers.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB046000015",
+    "salesforce_opportunity_id": "006SB046000015",
+    "hubspot_company_id": "8004610015",
+    "hubspot_deal_id": "8004620015",
+    "gong_evidence_id": "GE-046-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "10_disqualifiers",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Palisade Group",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 1387769,
+    "stage": "Qualification",
+    "close_date": "2026-10-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-046-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-046-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-046-080-3 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-046-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-046-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-046-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-046-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-046-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-046-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-046-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-046-080-11 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-046-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-046-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-046-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-046-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-046-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-046-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-046-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-046-080-19 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-046-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-046-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-046-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-046-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-046-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-046-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-046-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-046-080-27 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-046-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-046-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-046-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-046-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-046-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-046-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-046-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630015",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000006",
+    "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/081_sbp-046-01_11_routing_audit.md b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/081_sbp-046-01_11_routing_audit.md
new file mode 100644
index 0000000000000000000000000000000000000000..1268f96a534b5132263a2a35b13d4ff6783f28f3
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/081_sbp-046-01_11_routing_audit.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB046000000",
+    "salesforce_opportunity_id": "006SB046000000",
+    "hubspot_company_id": "8004610000",
+    "hubspot_deal_id": "8004620000",
+    "gong_evidence_id": "GE-046-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "11_routing_audit",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Alder Holdings",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4031074,
+    "stage": "Proposal",
+    "close_date": "2026-10-15",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-046-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-046-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-046-081-2 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-046-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-046-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-046-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-046-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-046-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-046-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-046-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-046-081-10 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-046-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-046-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-046-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-046-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-046-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-046-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-046-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-046-081-18 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-046-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-046-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-046-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-046-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-046-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-046-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-046-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-046-081-26 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-046-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-046-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-046-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-046-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-046-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-046-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-046-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-046-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000000",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000007",
+    "reason": "SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-06"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/082_sbp-046-02_11_routing_audit.txt b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/082_sbp-046-02_11_routing_audit.txt
new file mode 100644
index 0000000000000000000000000000000000000000..8c92bbc734c328f6d0ad80b921f4f90373e2c9d4
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/082_sbp-046-02_11_routing_audit.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB046000001",
+    "salesforce_opportunity_id": "006SB046000001",
+    "hubspot_company_id": "8004610001",
+    "hubspot_deal_id": "8004620001",
+    "gong_evidence_id": "GE-046-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "11_routing_audit",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Beacon Systems",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4168187,
+    "stage": "Qualification",
+    "close_date": "2026-10-22",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-046-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-046-082-1 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-046-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-046-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-046-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-046-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-046-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-046-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-046-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-046-082-9 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-046-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-046-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-046-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-046-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-046-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-046-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-046-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-046-082-17 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-046-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-046-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-046-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-046-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-046-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-046-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-046-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-046-082-25 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-046-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-046-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-046-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-046-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-046-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-046-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-046-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-046-082-33 | buyer | security review remains seller-owned",
+      "2026-11-10 | EVT-046-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630001",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000008",
+    "reason": "SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/083_sbp-046-03_11_routing_audit.json b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/083_sbp-046-03_11_routing_audit.json
new file mode 100644
index 0000000000000000000000000000000000000000..ce8a0f825300d3f662f92c09d127f03aec3d291c
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/083_sbp-046-03_11_routing_audit.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4305300,
+    "benchmark_company": "Jasper Logistics AI",
+    "close_date": "2026-10-29",
+    "industry": "logistics technology",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Partners",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-08",
+    "decision_code": "HOLD-046-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-046-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-30 | EVT-046-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-046-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-046-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-046-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-046-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-046-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-046-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-046-083-8 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-046-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-046-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-046-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-046-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-046-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-046-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-046-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-046-083-16 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-046-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-046-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-046-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-046-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-046-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-046-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-046-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-046-083-24 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-046-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-046-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-046-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-046-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-046-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-046-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-046-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-046-083-32 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-046-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-046-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-046-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-09-03",
+    "classification": "synthetic-confidential",
+    "folder": "11_routing_audit",
+    "gong_evidence_id": "GE-046-03",
+    "hubspot_company_id": "8004610002",
+    "hubspot_deal_id": "8004620002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-046-03",
+    "salesforce_account_id": "001SB046000002",
+    "salesforce_opportunity_id": "006SB046000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-046-jasper-apac-capacity"
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/084_sbp-046-04_11_routing_audit.csv b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/084_sbp-046-04_11_routing_audit.csv
new file mode 100644
index 0000000000000000000000000000000000000000..cab9a8971b0950722ec265f962efa78034d745e2
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/084_sbp-046-04_11_routing_audit.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-046-jasper-apac-capacity"""
+record_control,portfolio_key,"""SBP-046-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB046000003"""
+record_control,salesforce_opportunity_id,"""006SB046000003"""
+record_control,hubspot_company_id,"""8004610003"""
+record_control,hubspot_deal_id,"""8004620003"""
+record_control,gong_evidence_id,"""GE-046-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-03"""
+record_control,folder,"""11_routing_audit"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Jasper Logistics AI"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""logistics technology"""
+business_context,region,"""APAC"""
+business_context,requester,"""APAC SDR Operations Lead"""
+business_context,amount_usd,4442413
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-05"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-046-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-31 | EVT-046-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-05 | EVT-046-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-10 | EVT-046-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-15 | EVT-046-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-20 | EVT-046-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-25 | EVT-046-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-30 | EVT-046-084-7 | buyer | security review remains seller-owned"", ""2026-07-05 | EVT-046-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-10 | EVT-046-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-15 | EVT-046-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-20 | EVT-046-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-25 | EVT-046-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-30 | EVT-046-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-04 | EVT-046-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-09 | EVT-046-084-15 | buyer | security review remains seller-owned"", ""2026-08-14 | EVT-046-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-19 | EVT-046-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-24 | EVT-046-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-29 | EVT-046-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-03 | EVT-046-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-08 | EVT-046-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-13 | EVT-046-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-18 | EVT-046-084-23 | buyer | security review remains seller-owned"", ""2026-09-23 | EVT-046-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-28 | EVT-046-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-03 | EVT-046-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-08 | EVT-046-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-13 | EVT-046-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-18 | EVT-046-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-23 | EVT-046-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-28 | EVT-046-084-31 | buyer | security review remains seller-owned"", ""2026-11-02 | EVT-046-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-07 | EVT-046-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-12 | EVT-046-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-046-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""00QSB046000003"""
+decision,authorized_field,"""OwnerId"""
+decision,current_value,"""00GQUEUE"""
+decision,required_value,"""005SB000000002"""
+decision,reason,"""SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-09"""
+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
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/085_sbp-046-05_11_routing_audit.eml b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/085_sbp-046-05_11_routing_audit.eml
new file mode 100644
index 0000000000000000000000000000000000000000..341f89146549e62d80e239f7beeab6a0e2161bca
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/085_sbp-046-05_11_routing_audit.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-05 / 11_routing_audit
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB046000004",
+    "salesforce_opportunity_id": "006SB046000004",
+    "hubspot_company_id": "8004610004",
+    "hubspot_deal_id": "8004620004",
+    "gong_evidence_id": "GE-046-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "11_routing_audit",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 4579526,
+    "stage": "Proposal",
+    "close_date": "2026-11-12",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-046-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-046-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-046-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-046-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-046-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-046-085-6 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-046-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-046-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-046-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-046-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-046-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-046-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-046-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-046-085-14 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-046-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-046-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-046-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-046-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-046-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-046-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-046-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-046-085-22 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-046-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-046-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-046-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-046-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-046-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-046-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-046-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-046-085-30 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-046-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-046-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-08 | EVT-046-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-13 | EVT-046-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630004",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-10"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/086_sbp-046-06_11_routing_audit.xml b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/086_sbp-046-06_11_routing_audit.xml
new file mode 100644
index 0000000000000000000000000000000000000000..9073f8fa4a4b4ed91aab3dd2d454e42acc0fbc14
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/086_sbp-046-06_11_routing_audit.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-046-jasper-apac-capacity",
+  "portfolio_key": "SBP-046-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB046000005",
+  "salesforce_opportunity_id": "006SB046000005",
+  "hubspot_company_id": "8004610005",
+  "hubspot_deal_id": "8004620005",
+  "gong_evidence_id": "GE-046-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-03",
+  "folder": "11_routing_audit",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Jasper Logistics AI",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "logistics technology",
+  "region": "APAC",
+  "requester": "APAC SDR Operations Lead",
+  "amount_usd": 4716639,
+  "stage": "Qualification",
+  "close_date": "2026-11-19",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-046-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-02 | EVT-046-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-07 | EVT-046-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-12 | EVT-046-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-17 | EVT-046-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-22 | EVT-046-086-5 | buyer | security review remains seller-owned",
+    "2026-06-27 | EVT-046-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-02 | EVT-046-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-07 | EVT-046-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-12 | EVT-046-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-17 | EVT-046-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-22 | EVT-046-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-27 | EVT-046-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-01 | EVT-046-086-13 | buyer | security review remains seller-owned",
+    "2026-08-06 | EVT-046-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-11 | EVT-046-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-16 | EVT-046-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-21 | EVT-046-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-26 | EVT-046-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-31 | EVT-046-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-05 | EVT-046-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-10 | EVT-046-086-21 | buyer | security review remains seller-owned",
+    "2026-09-15 | EVT-046-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-20 | EVT-046-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-25 | EVT-046-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-30 | EVT-046-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-05 | EVT-046-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-10 | EVT-046-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-15 | EVT-046-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-20 | EVT-046-086-29 | buyer | security review remains seller-owned",
+    "2026-10-25 | EVT-046-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-30 | EVT-046-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-04 | EVT-046-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-09 | EVT-046-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-14 | EVT-046-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-046-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "00QSB046000005",
+  "authorized_field": "OwnerId",
+  "current_value": "00GQUEUE",
+  "required_value": "005SB000000004",
+  "reason": "SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-11"
+}]]></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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/087_sbp-046-07_11_routing_audit.html b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/087_sbp-046-07_11_routing_audit.html
new file mode 100644
index 0000000000000000000000000000000000000000..315ab6cf37c4b1b3ad20308964c5756a157c4bab
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/087_sbp-046-07_11_routing_audit.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;sb100-046-jasper-apac-capacity&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-046-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB046000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB046000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8004610006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8004620006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-046-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-03&quot;,
+    &quot;folder&quot;: &quot;11_routing_audit&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;Jasper Logistics AI&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;logistics technology&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;APAC SDR Operations Lead&quot;,
+    &quot;amount_usd&quot;: 4853752,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-11-26&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-046-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-03 | EVT-046-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-08 | EVT-046-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-13 | EVT-046-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-18 | EVT-046-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-23 | EVT-046-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-28 | EVT-046-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-03 | EVT-046-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-08 | EVT-046-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-13 | EVT-046-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-18 | EVT-046-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-23 | EVT-046-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-28 | EVT-046-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-02 | EVT-046-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-07 | EVT-046-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-12 | EVT-046-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-17 | EVT-046-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-22 | EVT-046-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-27 | EVT-046-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-01 | EVT-046-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-06 | EVT-046-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-11 | EVT-046-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-16 | EVT-046-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-21 | EVT-046-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-26 | EVT-046-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-01 | EVT-046-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-06 | EVT-046-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-11 | EVT-046-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-16 | EVT-046-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-21 | EVT-046-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-26 | EVT-046-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-31 | EVT-046-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-05 | EVT-046-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-10 | EVT-046-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-15 | EVT-046-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-046-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8004630006&quot;,
+    &quot;authorized_field&quot;: &quot;hubspot_owner_id&quot;,
+    &quot;current_value&quot;: &quot;unassigned&quot;,
+    &quot;required_value&quot;: &quot;005SB000000005&quot;,
+    &quot;reason&quot;: &quot;SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-06&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>
diff --git a/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/088_sbp-046-08_11_routing_audit.md b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/088_sbp-046-08_11_routing_audit.md
new file mode 100644
index 0000000000000000000000000000000000000000..319bf6f9a4e1d068d4dbdaf8009df813993deede
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/11_routing_audit/088_sbp-046-08_11_routing_audit.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB046000007",
+    "salesforce_opportunity_id": "006SB046000007",
+    "hubspot_company_id": "8004610007",
+    "hubspot_deal_id": "8004620007",
+    "gong_evidence_id": "GE-046-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "11_routing_audit",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Harbor Works",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 290865,
+    "stage": "Qualification",
+    "close_date": "2026-12-03",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-046-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-046-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-046-088-3 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-046-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-046-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-046-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-046-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-046-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-046-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-046-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-046-088-11 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-046-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-046-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-046-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-046-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-046-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-046-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-046-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-046-088-19 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-046-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-046-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-046-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-046-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-046-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-046-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-046-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-046-088-27 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-046-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-046-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-046-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-046-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-046-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-046-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-046-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-046-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-046-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-07"
+  },
+  "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.
diff --git a/task_files/sb100-046-jasper-apac-capacity/12_deliverables/093_sbp-046-13_12_deliverables.eml b/task_files/sb100-046-jasper-apac-capacity/12_deliverables/093_sbp-046-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..b91383825446d4d1bb45d91a18dfd32629942a33
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/12_deliverables/093_sbp-046-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-046-jasper-apac-capacity.example
+To: portfolio-review@sb100-046-jasper-apac-capacity.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-046-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB046000012",
+    "salesforce_opportunity_id": "006SB046000012",
+    "hubspot_company_id": "8004610012",
+    "hubspot_deal_id": "8004620012",
+    "gong_evidence_id": "GE-046-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 976430,
+    "stage": "Proposal",
+    "close_date": "2026-09-21",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-046-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-046-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-046-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-046-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-046-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-046-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-046-093-6 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-046-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-046-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-046-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-046-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-046-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-046-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-046-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-046-093-14 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-046-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-046-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-046-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-046-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-046-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-046-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-046-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-046-093-22 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-046-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-046-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-046-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-046-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-046-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-046-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-046-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-046-093-30 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-046-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-046-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-16 | EVT-046-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-21 | EVT-046-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB046000012",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000003",
+    "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-06"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-046-jasper-apac-capacity/12_deliverables/096_sbp-046-16_12_deliverables.md b/task_files/sb100-046-jasper-apac-capacity/12_deliverables/096_sbp-046-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..4fe925b1717ac27ae7667d044cbf2be723e1e58c
--- /dev/null
+++ b/task_files/sb100-046-jasper-apac-capacity/12_deliverables/096_sbp-046-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-046-jasper-apac-capacity",
+    "portfolio_key": "SBP-046-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB046000015",
+    "salesforce_opportunity_id": "006SB046000015",
+    "hubspot_company_id": "8004610015",
+    "hubspot_deal_id": "8004620015",
+    "gong_evidence_id": "GE-046-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-03",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Jasper Logistics AI",
+    "portfolio_account": "Palisade Group",
+    "industry": "logistics technology",
+    "region": "APAC",
+    "requester": "APAC SDR Operations Lead",
+    "amount_usd": 1387769,
+    "stage": "Qualification",
+    "close_date": "2026-10-12",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-046-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-046-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-046-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-046-096-3 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-046-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-046-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-046-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-046-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-046-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-046-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-046-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-046-096-11 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-046-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-046-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-046-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-046-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-046-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-046-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-046-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-046-096-19 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-046-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-046-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-046-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-046-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-046-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-046-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-046-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-046-096-27 | buyer | security review remains seller-owned",
+      "2026-10-25 | EVT-046-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-046-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-046-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-046-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-14 | EVT-046-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-19 | EVT-046-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-24 | EVT-046-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-046-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8004630015",
+    "authorized_field": "hubspot_owner_id",
+    "current_value": "unassigned",
+    "required_value": "005SB000000006",
+    "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-09"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/001_sbp-054-01_01_contracts.md b/task_files/sb100-054-redwood-churn-save/01_contracts/001_sbp-054-01_01_contracts.md
new file mode 100644
index 0000000000000000000000000000000000000000..387b6734a5895aaff201aa11dae7c784aa722ca7
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/001_sbp-054-01_01_contracts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-01",
+    "account_name": "Alder Industries",
+    "salesforce_account_id": "001SB054000000",
+    "salesforce_opportunity_id": "006SB054000000",
+    "hubspot_company_id": "8005410000",
+    "hubspot_deal_id": "8005420000",
+    "gong_evidence_id": "GE-054-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "01_contracts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Alder Industries",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4700826,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-054-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-11 | EVT-054-001-2 | seller | security review remains seller-owned",
+      "2026-05-16 | EVT-054-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-054-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-054-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-054-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-054-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-054-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-054-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-054-001-10 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-054-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-054-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-054-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-054-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-054-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-054-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-054-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-054-001-18 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-054-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-054-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-054-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-054-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-054-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-054-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-054-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-054-001-26 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-054-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-054-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-054-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-054-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-054-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-054-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-054-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-054-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/002_sbp-054-02_01_contracts.txt b/task_files/sb100-054-redwood-churn-save/01_contracts/002_sbp-054-02_01_contracts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..6c69b91608486257f1ca1ecb416e7c4b5d1a948e
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/002_sbp-054-02_01_contracts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-02",
+    "account_name": "Beacon Collective",
+    "salesforce_account_id": "001SB054000001",
+    "salesforce_opportunity_id": "006SB054000001",
+    "hubspot_company_id": "8005410001",
+    "hubspot_deal_id": "8005420001",
+    "gong_evidence_id": "GE-054-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "01_contracts",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Beacon Collective",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4837939,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-30",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-054-002-1 | buyer | security review remains seller-owned",
+      "2026-05-12 | EVT-054-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-054-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-054-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-054-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-054-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-054-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-054-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-054-002-9 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-054-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-054-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-054-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-054-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-054-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-054-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-054-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-054-002-17 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-054-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-054-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-054-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-054-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-054-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-054-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-054-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-054-002-25 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-054-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-054-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-054-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-054-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-054-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-054-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-054-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-054-002-33 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-054-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/003_sbp-054-03_01_contracts.json b/task_files/sb100-054-redwood-churn-save/01_contracts/003_sbp-054-03_01_contracts.json
new file mode 100644
index 0000000000000000000000000000000000000000..54d68366890267f4a4957f8d8a9a919eaae98aa9
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/003_sbp-054-03_01_contracts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 275052,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-11-06",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Works",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB054000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-16",
+    "decision_code": "CHG-054-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-08 | EVT-054-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-13 | EVT-054-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-18 | EVT-054-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-054-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-054-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-054-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-054-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-054-003-8 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-054-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-054-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-054-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-054-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-054-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-054-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-054-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-054-003-16 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-054-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-054-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-054-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-054-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-054-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-054-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-054-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-054-003-24 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-054-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-054-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-054-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-054-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-054-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-054-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-054-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-054-003-32 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-054-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-054-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Works",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "01_contracts",
+    "gong_evidence_id": "GE-054-03",
+    "hubspot_company_id": "8005410002",
+    "hubspot_deal_id": "8005420002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-03",
+    "salesforce_account_id": "001SB054000002",
+    "salesforce_opportunity_id": "006SB054000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/004_sbp-054-04_01_contracts.csv b/task_files/sb100-054-redwood-churn-save/01_contracts/004_sbp-054-04_01_contracts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..5d05863d1d3d316b42d3f29c838a4b07255be638
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/004_sbp-054-04_01_contracts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-04"""
+record_control,account_name,"""Dovetail Technologies"""
+record_control,salesforce_account_id,"""001SB054000003"""
+record_control,salesforce_opportunity_id,"""006SB054000003"""
+record_control,hubspot_company_id,"""8005410003"""
+record_control,hubspot_deal_id,"""8005420003"""
+record_control,gong_evidence_id,"""GE-054-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""01_contracts"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Dovetail Technologies"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,412165
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-13"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-09 | EVT-054-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-14 | EVT-054-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-19 | EVT-054-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-24 | EVT-054-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-29 | EVT-054-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-03 | EVT-054-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-08 | EVT-054-004-7 | buyer | security review remains seller-owned"", ""2026-06-13 | EVT-054-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-18 | EVT-054-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-054-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-054-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-054-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-054-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-054-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-054-004-15 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-054-004-16 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-054-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-054-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-054-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-054-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-054-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-054-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-054-004-23 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-054-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-054-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-054-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-054-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-054-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-054-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-054-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-054-004-31 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-054-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-054-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-054-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-054-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005420003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""consent_conflict"""
+decision,reason,"""SBP-054-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-17"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/005_sbp-054-05_01_contracts.eml b/task_files/sb100-054-redwood-churn-save/01_contracts/005_sbp-054-05_01_contracts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..bb20b99cf59788b48ecf943a2827196488b88d0e
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/005_sbp-054-05_01_contracts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-05 / 01_contracts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-05",
+    "account_name": "Evergreen Services",
+    "salesforce_account_id": "001SB054000004",
+    "salesforce_opportunity_id": "006SB054000004",
+    "hubspot_company_id": "8005410004",
+    "hubspot_deal_id": "8005420004",
+    "gong_evidence_id": "GE-054-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "01_contracts",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Evergreen Services",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 549278,
+    "stage": "Prospecting",
+    "close_date": "2026-11-20",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-054-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-15 | EVT-054-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-20 | EVT-054-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-25 | EVT-054-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-30 | EVT-054-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-054-005-6 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-054-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-054-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-054-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-054-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-054-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-054-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-054-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-054-005-14 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-054-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-054-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-054-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-054-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-054-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-054-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-054-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-054-005-22 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-054-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-054-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-054-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-054-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-054-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-054-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-054-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-054-005-30 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-054-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-054-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-054-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-054-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000004",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-05 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/006_sbp-054-06_01_contracts.xml b/task_files/sb100-054-redwood-churn-save/01_contracts/006_sbp-054-06_01_contracts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..120b72e1146585f46f678e509914205ccb5b52a4
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/006_sbp-054-06_01_contracts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-06",
+  "account_name": "Foxglove Ventures",
+  "salesforce_account_id": "001SB054000005",
+  "salesforce_opportunity_id": "006SB054000005",
+  "hubspot_company_id": "8005410005",
+  "hubspot_deal_id": "8005420005",
+  "gong_evidence_id": "GE-054-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "01_contracts",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Foxglove Ventures",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 686391,
+  "stage": "Technical Validation",
+  "close_date": "2026-11-27",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-11 | EVT-054-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-16 | EVT-054-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-21 | EVT-054-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-26 | EVT-054-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-31 | EVT-054-006-5 | buyer | security review remains seller-owned",
+    "2026-06-05 | EVT-054-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-10 | EVT-054-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-15 | EVT-054-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-20 | EVT-054-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-25 | EVT-054-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-30 | EVT-054-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-05 | EVT-054-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-10 | EVT-054-006-13 | buyer | security review remains seller-owned",
+    "2026-07-15 | EVT-054-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-20 | EVT-054-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-25 | EVT-054-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-30 | EVT-054-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-04 | EVT-054-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-09 | EVT-054-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-14 | EVT-054-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-19 | EVT-054-006-21 | buyer | security review remains seller-owned",
+    "2026-08-24 | EVT-054-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-29 | EVT-054-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-03 | EVT-054-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-08 | EVT-054-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-13 | EVT-054-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-18 | EVT-054-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-23 | EVT-054-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-28 | EVT-054-006-29 | buyer | security review remains seller-owned",
+    "2026-10-03 | EVT-054-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-08 | EVT-054-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-13 | EVT-054-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-18 | EVT-054-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-23 | EVT-054-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-054-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8005420005",
+  "authorized_field": "renewal_risk",
+  "current_value": "unreviewed",
+  "required_value": "stage_evidence_gap",
+  "reason": "SBP-054-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-19"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/007_sbp-054-07_01_contracts.html b/task_files/sb100-054-redwood-churn-save/01_contracts/007_sbp-054-07_01_contracts.html
new file mode 100644
index 0000000000000000000000000000000000000000..4f8ba5519a703422b15c7edd6b827c5cda3fc63e
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/007_sbp-054-07_01_contracts.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;01_contracts&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Enterprises&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 823504,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-04&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-12 | EVT-054-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-17 | EVT-054-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-22 | EVT-054-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-27 | EVT-054-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-01 | EVT-054-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-06 | EVT-054-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-11 | EVT-054-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-16 | EVT-054-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-21 | EVT-054-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-26 | EVT-054-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-01 | EVT-054-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-06 | EVT-054-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-11 | EVT-054-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-16 | EVT-054-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-21 | EVT-054-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-26 | EVT-054-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-31 | EVT-054-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-05 | EVT-054-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-10 | EVT-054-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-15 | EVT-054-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-20 | EVT-054-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-25 | EVT-054-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-30 | EVT-054-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-04 | EVT-054-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-09 | EVT-054-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-14 | EVT-054-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-19 | EVT-054-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-24 | EVT-054-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-29 | EVT-054-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-04 | EVT-054-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-09 | EVT-054-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-14 | EVT-054-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-19 | EVT-054-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-24 | EVT-054-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-054-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB054000006&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;support_recovery&quot;,
+    &quot;reason&quot;: &quot;SBP-054-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-14&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>
diff --git a/task_files/sb100-054-redwood-churn-save/01_contracts/008_sbp-054-08_01_contracts.md b/task_files/sb100-054-redwood-churn-save/01_contracts/008_sbp-054-08_01_contracts.md
new file mode 100644
index 0000000000000000000000000000000000000000..3ab3caee3f04a72b6cf07cb62a6f57b0d316fea2
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/01_contracts/008_sbp-054-08_01_contracts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-08",
+    "account_name": "Harbor Cooperative",
+    "salesforce_account_id": "001SB054000007",
+    "salesforce_opportunity_id": "006SB054000007",
+    "hubspot_company_id": "8005410007",
+    "hubspot_deal_id": "8005420007",
+    "gong_evidence_id": "GE-054-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "01_contracts",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Harbor Cooperative",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 960617,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-11",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-054-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-18 | EVT-054-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-23 | EVT-054-008-3 | buyer | security review remains seller-owned",
+      "2026-05-28 | EVT-054-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-054-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-054-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-054-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-054-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-054-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-054-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-054-008-11 | buyer | security review remains seller-owned",
+      "2026-07-07 | EVT-054-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-054-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-054-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-054-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-054-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-054-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-054-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-054-008-19 | buyer | security review remains seller-owned",
+      "2026-08-16 | EVT-054-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-054-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-054-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-054-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-054-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-054-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-054-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-054-008-27 | buyer | security review remains seller-owned",
+      "2026-09-25 | EVT-054-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-054-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-054-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-054-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-054-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-054-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-054-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-054-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-054-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/009_sbp-054-09_02_subscriptions.md b/task_files/sb100-054-redwood-churn-save/02_subscriptions/009_sbp-054-09_02_subscriptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..aa32bff6d7cd4c2c99ecb1318950b4f0541e6e0b
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/009_sbp-054-09_02_subscriptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-09",
+    "account_name": "Indigo Platform",
+    "salesforce_account_id": "001SB054000008",
+    "salesforce_opportunity_id": "006SB054000008",
+    "hubspot_company_id": "8005410008",
+    "hubspot_deal_id": "8005420008",
+    "gong_evidence_id": "GE-054-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "02_subscriptions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Indigo Platform",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1097730,
+    "stage": "Prospecting",
+    "close_date": "2026-09-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-054-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-054-009-2 | seller | security review remains seller-owned",
+      "2026-05-24 | EVT-054-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-054-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-054-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-054-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-054-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-054-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-054-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-054-009-10 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-054-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-054-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-054-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-054-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-054-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-054-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-054-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-054-009-18 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-054-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-054-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-054-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-054-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-054-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-054-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-054-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-054-009-26 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-054-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-054-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-054-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-054-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-054-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-054-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-054-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-054-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/010_sbp-054-10_02_subscriptions.txt b/task_files/sb100-054-redwood-churn-save/02_subscriptions/010_sbp-054-10_02_subscriptions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..5c55983162bf27b34edba9f235a63a722f9b2957
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/010_sbp-054-10_02_subscriptions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-10",
+    "account_name": "Juniper Corporation",
+    "salesforce_account_id": "001SB054000009",
+    "salesforce_opportunity_id": "006SB054000009",
+    "hubspot_company_id": "8005410009",
+    "hubspot_deal_id": "8005420009",
+    "gong_evidence_id": "GE-054-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "02_subscriptions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Juniper Corporation",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1234843,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-054-010-1 | buyer | security review remains seller-owned",
+      "2026-05-20 | EVT-054-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-054-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-054-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-054-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-054-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-054-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-054-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-054-010-9 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-054-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-054-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-054-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-054-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-054-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-054-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-054-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-054-010-17 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-054-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-054-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-054-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-054-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-054-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-054-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-054-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-054-010-25 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-054-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-054-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-054-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-054-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-054-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-054-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-054-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-054-010-33 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-054-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000009",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-10 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/011_sbp-054-11_02_subscriptions.json b/task_files/sb100-054-redwood-churn-save/02_subscriptions/011_sbp-054-11_02_subscriptions.json
new file mode 100644
index 0000000000000000000000000000000000000000..c760138aa861c3f8da1eaca53e70e0c7f8d57a40
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/011_sbp-054-11_02_subscriptions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1371956,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-09-15",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Group",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8005420010",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-18",
+    "decision_code": "CHG-054-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-11 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-16 | EVT-054-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-054-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-054-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-054-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-054-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-054-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-054-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-054-011-8 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-054-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-054-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-054-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-054-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-054-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-054-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-054-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-054-011-16 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-054-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-054-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-054-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-054-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-054-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-054-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-054-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-054-011-24 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-054-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-054-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-054-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-054-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-054-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-054-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-054-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-054-011-32 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-054-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-054-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Group",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "02_subscriptions",
+    "gong_evidence_id": "GE-054-11",
+    "hubspot_company_id": "8005410010",
+    "hubspot_deal_id": "8005420010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-11",
+    "salesforce_account_id": "001SB054000010",
+    "salesforce_opportunity_id": "006SB054000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/012_sbp-054-12_02_subscriptions.csv b/task_files/sb100-054-redwood-churn-save/02_subscriptions/012_sbp-054-12_02_subscriptions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..33673b3aaae85282e2fdebb06d78a6338415fbe0
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/012_sbp-054-12_02_subscriptions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-12"""
+record_control,account_name,"""Lantern Holdings"""
+record_control,salesforce_account_id,"""001SB054000011"""
+record_control,salesforce_opportunity_id,"""006SB054000011"""
+record_control,hubspot_company_id,"""8005410011"""
+record_control,hubspot_deal_id,"""8005420011"""
+record_control,gong_evidence_id,"""GE-054-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""02_subscriptions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Lantern Holdings"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,1509069
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-22"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-17 | EVT-054-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-22 | EVT-054-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-27 | EVT-054-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-01 | EVT-054-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-06 | EVT-054-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-11 | EVT-054-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-16 | EVT-054-012-7 | buyer | security review remains seller-owned"", ""2026-06-21 | EVT-054-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-26 | EVT-054-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-01 | EVT-054-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-06 | EVT-054-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-11 | EVT-054-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-16 | EVT-054-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-21 | EVT-054-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-26 | EVT-054-012-15 | buyer | security review remains seller-owned"", ""2026-07-31 | EVT-054-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-05 | EVT-054-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-10 | EVT-054-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-15 | EVT-054-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-20 | EVT-054-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-25 | EVT-054-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-30 | EVT-054-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-04 | EVT-054-012-23 | buyer | security review remains seller-owned"", ""2026-09-09 | EVT-054-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-14 | EVT-054-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-19 | EVT-054-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-24 | EVT-054-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-29 | EVT-054-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-04 | EVT-054-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-09 | EVT-054-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-14 | EVT-054-012-31 | buyer | security review remains seller-owned"", ""2026-10-19 | EVT-054-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-24 | EVT-054-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-29 | EVT-054-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-054-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-054-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-19"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/013_sbp-054-13_02_subscriptions.eml b/task_files/sb100-054-redwood-churn-save/02_subscriptions/013_sbp-054-13_02_subscriptions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..a6571a783d0640cbb48fb71e53c5b8e10c883806
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/013_sbp-054-13_02_subscriptions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-13 / 02_subscriptions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-13",
+    "account_name": "Meridian Systems",
+    "salesforce_account_id": "001SB054000012",
+    "salesforce_opportunity_id": "006SB054000012",
+    "hubspot_company_id": "8005410012",
+    "hubspot_deal_id": "8005420012",
+    "gong_evidence_id": "GE-054-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "02_subscriptions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Meridian Systems",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1646182,
+    "stage": "Prospecting",
+    "close_date": "2026-09-29",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-054-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-054-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-054-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-054-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-054-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-054-013-6 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-054-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-054-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-054-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-054-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-054-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-054-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-054-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-054-013-14 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-054-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-054-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-054-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-054-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-054-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-054-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-054-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-054-013-22 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-054-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-054-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-054-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-054-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-054-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-054-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-054-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-054-013-30 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-054-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-054-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-054-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-054-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000012",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/014_sbp-054-14_02_subscriptions.xml b/task_files/sb100-054-redwood-churn-save/02_subscriptions/014_sbp-054-14_02_subscriptions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..5979925b9866e22f677beaa3c77e61e22e1708a6
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/014_sbp-054-14_02_subscriptions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-14",
+  "account_name": "Northstar Partners",
+  "salesforce_account_id": "001SB054000013",
+  "salesforce_opportunity_id": "006SB054000013",
+  "hubspot_company_id": "8005410013",
+  "hubspot_deal_id": "8005420013",
+  "gong_evidence_id": "GE-054-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "02_subscriptions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Northstar Partners",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 1783295,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-06",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-19 | EVT-054-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-24 | EVT-054-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-29 | EVT-054-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-03 | EVT-054-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-08 | EVT-054-014-5 | buyer | security review remains seller-owned",
+    "2026-06-13 | EVT-054-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-18 | EVT-054-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-23 | EVT-054-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-28 | EVT-054-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-03 | EVT-054-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-08 | EVT-054-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-13 | EVT-054-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-18 | EVT-054-014-13 | buyer | security review remains seller-owned",
+    "2026-07-23 | EVT-054-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-28 | EVT-054-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-02 | EVT-054-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-07 | EVT-054-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-12 | EVT-054-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-17 | EVT-054-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-22 | EVT-054-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-27 | EVT-054-014-21 | buyer | security review remains seller-owned",
+    "2026-09-01 | EVT-054-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-06 | EVT-054-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-11 | EVT-054-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-16 | EVT-054-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-21 | EVT-054-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-26 | EVT-054-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-01 | EVT-054-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-06 | EVT-054-014-29 | buyer | security review remains seller-owned",
+    "2026-10-11 | EVT-054-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-16 | EVT-054-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-21 | EVT-054-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-26 | EVT-054-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-31 | EVT-054-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-054-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-054-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-15"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/015_sbp-054-15_02_subscriptions.html b/task_files/sb100-054-redwood-churn-save/02_subscriptions/015_sbp-054-15_02_subscriptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..eafcd2deda97de6a94a54294aa438c0e55f2bd39
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/015_sbp-054-15_02_subscriptions.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;02_subscriptions&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Networks&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 1920408,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-13&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-20 | EVT-054-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-25 | EVT-054-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-30 | EVT-054-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-04 | EVT-054-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-09 | EVT-054-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-14 | EVT-054-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-19 | EVT-054-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-24 | EVT-054-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-29 | EVT-054-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-04 | EVT-054-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-09 | EVT-054-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-14 | EVT-054-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-19 | EVT-054-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-24 | EVT-054-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-29 | EVT-054-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-03 | EVT-054-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-08 | EVT-054-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-13 | EVT-054-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-18 | EVT-054-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-23 | EVT-054-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-28 | EVT-054-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-02 | EVT-054-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-07 | EVT-054-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-12 | EVT-054-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-17 | EVT-054-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-22 | EVT-054-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-27 | EVT-054-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-02 | EVT-054-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-07 | EVT-054-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-12 | EVT-054-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-17 | EVT-054-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-22 | EVT-054-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-27 | EVT-054-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-01 | EVT-054-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-054-15&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-054-15 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;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-16&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>
diff --git a/task_files/sb100-054-redwood-churn-save/02_subscriptions/016_sbp-054-16_02_subscriptions.md b/task_files/sb100-054-redwood-churn-save/02_subscriptions/016_sbp-054-16_02_subscriptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..edf7f8e0921e8db6f4cfaa8292c07cb8b6cd397f
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/02_subscriptions/016_sbp-054-16_02_subscriptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-16",
+    "account_name": "Palisade Labs",
+    "salesforce_account_id": "001SB054000015",
+    "salesforce_opportunity_id": "006SB054000015",
+    "hubspot_company_id": "8005410015",
+    "hubspot_deal_id": "8005420015",
+    "gong_evidence_id": "GE-054-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "02_subscriptions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Palisade Labs",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 2057521,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-20",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-054-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-26 | EVT-054-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-054-016-3 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-054-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-054-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-054-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-054-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-054-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-054-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-054-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-054-016-11 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-054-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-054-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-054-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-054-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-054-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-054-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-054-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-054-016-19 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-054-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-054-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-054-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-054-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-054-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-054-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-054-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-054-016-27 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-054-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-054-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-054-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-054-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-054-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-054-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-054-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-054-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/017_sbp-054-01_03_salesforce_renewals.md b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/017_sbp-054-01_03_salesforce_renewals.md
new file mode 100644
index 0000000000000000000000000000000000000000..83757df1b741acd8b8f5cfe7382289e557e23743
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/017_sbp-054-01_03_salesforce_renewals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-01",
+    "account_name": "Alder Industries",
+    "salesforce_account_id": "001SB054000000",
+    "salesforce_opportunity_id": "006SB054000000",
+    "hubspot_company_id": "8005410000",
+    "hubspot_deal_id": "8005420000",
+    "gong_evidence_id": "GE-054-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Alder Industries",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4700826,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-054-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-054-017-2 | seller | security review remains seller-owned",
+      "2026-06-01 | EVT-054-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-054-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-054-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-054-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-054-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-054-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-054-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-054-017-10 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-054-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-054-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-054-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-054-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-054-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-054-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-054-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-054-017-18 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-054-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-054-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-054-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-054-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-054-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-054-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-054-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-054-017-26 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-054-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-054-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-054-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-054-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-054-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-054-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-054-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-054-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/018_sbp-054-02_03_salesforce_renewals.txt b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/018_sbp-054-02_03_salesforce_renewals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f449a23f3f739bf6ad7fb860b82ac8b68be47da7
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/018_sbp-054-02_03_salesforce_renewals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-02",
+    "account_name": "Beacon Collective",
+    "salesforce_account_id": "001SB054000001",
+    "salesforce_opportunity_id": "006SB054000001",
+    "hubspot_company_id": "8005410001",
+    "hubspot_deal_id": "8005420001",
+    "gong_evidence_id": "GE-054-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Beacon Collective",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4837939,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-30",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-054-018-1 | buyer | security review remains seller-owned",
+      "2026-05-28 | EVT-054-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-054-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-054-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-054-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-054-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-054-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-054-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-054-018-9 | buyer | security review remains seller-owned",
+      "2026-07-07 | EVT-054-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-054-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-054-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-054-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-054-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-054-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-054-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-054-018-17 | buyer | security review remains seller-owned",
+      "2026-08-16 | EVT-054-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-054-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-054-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-054-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-054-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-054-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-054-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-054-018-25 | buyer | security review remains seller-owned",
+      "2026-09-25 | EVT-054-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-054-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-054-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-054-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-054-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-054-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-054-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-054-018-33 | buyer | security review remains seller-owned",
+      "2026-11-04 | EVT-054-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/019_sbp-054-03_03_salesforce_renewals.json b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/019_sbp-054-03_03_salesforce_renewals.json
new file mode 100644
index 0000000000000000000000000000000000000000..b110d208d162255a01dd8a07f531aef2ffb7a998
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/019_sbp-054-03_03_salesforce_renewals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 275052,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-11-06",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Works",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB054000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-16",
+    "decision_code": "CHG-054-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-24 | EVT-054-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-054-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-054-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-054-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-054-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-054-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-054-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-054-019-8 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-054-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-054-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-054-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-054-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-054-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-054-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-054-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-054-019-16 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-054-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-054-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-054-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-054-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-054-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-054-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-054-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-054-019-24 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-054-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-054-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-054-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-054-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-054-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-054-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-054-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-054-019-32 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-054-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-054-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Works",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "03_salesforce_renewals",
+    "gong_evidence_id": "GE-054-03",
+    "hubspot_company_id": "8005410002",
+    "hubspot_deal_id": "8005420002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-03",
+    "salesforce_account_id": "001SB054000002",
+    "salesforce_opportunity_id": "006SB054000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/020_sbp-054-04_03_salesforce_renewals.csv b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/020_sbp-054-04_03_salesforce_renewals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..329d1af5894a6ffeb714293b024d3685ae058a27
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/020_sbp-054-04_03_salesforce_renewals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-04"""
+record_control,account_name,"""Dovetail Technologies"""
+record_control,salesforce_account_id,"""001SB054000003"""
+record_control,salesforce_opportunity_id,"""006SB054000003"""
+record_control,hubspot_company_id,"""8005410003"""
+record_control,hubspot_deal_id,"""8005420003"""
+record_control,gong_evidence_id,"""GE-054-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""03_salesforce_renewals"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Dovetail Technologies"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,412165
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-13"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-25 | EVT-054-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-30 | EVT-054-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-04 | EVT-054-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-09 | EVT-054-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-14 | EVT-054-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-19 | EVT-054-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-24 | EVT-054-020-7 | buyer | security review remains seller-owned"", ""2026-06-29 | EVT-054-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-04 | EVT-054-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-09 | EVT-054-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-14 | EVT-054-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-19 | EVT-054-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-24 | EVT-054-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-29 | EVT-054-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-03 | EVT-054-020-15 | buyer | security review remains seller-owned"", ""2026-08-08 | EVT-054-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-13 | EVT-054-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-18 | EVT-054-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-23 | EVT-054-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-28 | EVT-054-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-02 | EVT-054-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-07 | EVT-054-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-12 | EVT-054-020-23 | buyer | security review remains seller-owned"", ""2026-09-17 | EVT-054-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-22 | EVT-054-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-27 | EVT-054-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-02 | EVT-054-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-07 | EVT-054-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-12 | EVT-054-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-17 | EVT-054-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-22 | EVT-054-020-31 | buyer | security review remains seller-owned"", ""2026-10-27 | EVT-054-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-01 | EVT-054-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-06 | EVT-054-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-054-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005420003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""consent_conflict"""
+decision,reason,"""SBP-054-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-17"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/021_sbp-054-05_03_salesforce_renewals.eml b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/021_sbp-054-05_03_salesforce_renewals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..80eb5f2836423e0e49beb209e8d8f5d1026b9266
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/021_sbp-054-05_03_salesforce_renewals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-05 / 03_salesforce_renewals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-05",
+    "account_name": "Evergreen Services",
+    "salesforce_account_id": "001SB054000004",
+    "salesforce_opportunity_id": "006SB054000004",
+    "hubspot_company_id": "8005410004",
+    "hubspot_deal_id": "8005420004",
+    "gong_evidence_id": "GE-054-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Evergreen Services",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 549278,
+    "stage": "Prospecting",
+    "close_date": "2026-11-20",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-054-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-054-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-054-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-054-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-054-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-054-021-6 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-054-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-054-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-054-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-054-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-054-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-054-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-054-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-054-021-14 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-054-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-054-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-054-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-054-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-054-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-054-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-054-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-054-021-22 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-054-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-054-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-054-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-054-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-054-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-054-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-054-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-054-021-30 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-054-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-054-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-054-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-054-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000004",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-05 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/022_sbp-054-06_03_salesforce_renewals.xml b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/022_sbp-054-06_03_salesforce_renewals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..9410ca6a56f0cea4595e9e9427bc5fbe1bdf815e
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/022_sbp-054-06_03_salesforce_renewals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-06",
+  "account_name": "Foxglove Ventures",
+  "salesforce_account_id": "001SB054000005",
+  "salesforce_opportunity_id": "006SB054000005",
+  "hubspot_company_id": "8005410005",
+  "hubspot_deal_id": "8005420005",
+  "gong_evidence_id": "GE-054-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "03_salesforce_renewals",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Foxglove Ventures",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 686391,
+  "stage": "Technical Validation",
+  "close_date": "2026-11-27",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-27 | EVT-054-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-01 | EVT-054-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-06 | EVT-054-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-11 | EVT-054-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-16 | EVT-054-022-5 | buyer | security review remains seller-owned",
+    "2026-06-21 | EVT-054-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-26 | EVT-054-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-01 | EVT-054-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-06 | EVT-054-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-11 | EVT-054-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-16 | EVT-054-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-21 | EVT-054-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-26 | EVT-054-022-13 | buyer | security review remains seller-owned",
+    "2026-07-31 | EVT-054-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-05 | EVT-054-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-10 | EVT-054-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-15 | EVT-054-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-20 | EVT-054-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-25 | EVT-054-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-30 | EVT-054-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-04 | EVT-054-022-21 | buyer | security review remains seller-owned",
+    "2026-09-09 | EVT-054-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-14 | EVT-054-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-19 | EVT-054-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-24 | EVT-054-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-29 | EVT-054-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-04 | EVT-054-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-09 | EVT-054-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-14 | EVT-054-022-29 | buyer | security review remains seller-owned",
+    "2026-10-19 | EVT-054-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-24 | EVT-054-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-29 | EVT-054-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-03 | EVT-054-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-08 | EVT-054-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-054-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8005420005",
+  "authorized_field": "renewal_risk",
+  "current_value": "unreviewed",
+  "required_value": "stage_evidence_gap",
+  "reason": "SBP-054-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-19"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/023_sbp-054-07_03_salesforce_renewals.html b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/023_sbp-054-07_03_salesforce_renewals.html
new file mode 100644
index 0000000000000000000000000000000000000000..e9a20cde86e9d917290446ce8730564a037ad679
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/023_sbp-054-07_03_salesforce_renewals.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;03_salesforce_renewals&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Enterprises&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 823504,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-04&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-28 | EVT-054-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-02 | EVT-054-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-07 | EVT-054-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-12 | EVT-054-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-17 | EVT-054-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-22 | EVT-054-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-27 | EVT-054-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-02 | EVT-054-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-07 | EVT-054-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-12 | EVT-054-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-17 | EVT-054-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-22 | EVT-054-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-27 | EVT-054-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-01 | EVT-054-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-06 | EVT-054-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-11 | EVT-054-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-16 | EVT-054-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-21 | EVT-054-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-26 | EVT-054-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-31 | EVT-054-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-05 | EVT-054-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-10 | EVT-054-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-15 | EVT-054-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-20 | EVT-054-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-25 | EVT-054-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-30 | EVT-054-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-05 | EVT-054-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-10 | EVT-054-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-15 | EVT-054-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-20 | EVT-054-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-25 | EVT-054-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-30 | EVT-054-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-04 | EVT-054-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-09 | EVT-054-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-054-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB054000006&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;support_recovery&quot;,
+    &quot;reason&quot;: &quot;SBP-054-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-14&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>
diff --git a/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/024_sbp-054-08_03_salesforce_renewals.md b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/024_sbp-054-08_03_salesforce_renewals.md
new file mode 100644
index 0000000000000000000000000000000000000000..eb5639946fc62a61b9081876d78adcdea419f414
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/03_salesforce_renewals/024_sbp-054-08_03_salesforce_renewals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-08",
+    "account_name": "Harbor Cooperative",
+    "salesforce_account_id": "001SB054000007",
+    "salesforce_opportunity_id": "006SB054000007",
+    "hubspot_company_id": "8005410007",
+    "hubspot_deal_id": "8005420007",
+    "gong_evidence_id": "GE-054-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Harbor Cooperative",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 960617,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-11",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-054-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-054-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-054-024-3 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-054-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-054-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-054-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-054-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-054-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-054-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-054-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-054-024-11 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-054-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-054-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-054-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-054-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-054-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-054-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-054-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-054-024-19 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-054-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-054-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-054-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-054-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-054-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-054-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-054-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-054-024-27 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-054-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-054-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-054-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-054-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-054-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-054-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-054-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-054-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-054-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/025_sbp-054-09_04_hubspot_health.md b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/025_sbp-054-09_04_hubspot_health.md
new file mode 100644
index 0000000000000000000000000000000000000000..8dac7e17c0415282988f80a2c6cb2280d2ac0fda
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/025_sbp-054-09_04_hubspot_health.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-09",
+    "account_name": "Indigo Platform",
+    "salesforce_account_id": "001SB054000008",
+    "salesforce_opportunity_id": "006SB054000008",
+    "hubspot_company_id": "8005410008",
+    "hubspot_deal_id": "8005420008",
+    "gong_evidence_id": "GE-054-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "04_hubspot_health",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Indigo Platform",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1097730,
+    "stage": "Prospecting",
+    "close_date": "2026-09-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-054-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-054-025-2 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-054-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-054-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-054-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-054-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-054-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-054-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-054-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-054-025-10 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-054-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-054-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-054-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-054-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-054-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-054-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-054-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-054-025-18 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-054-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-054-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-054-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-054-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-054-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-054-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-054-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-054-025-26 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-054-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-054-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-054-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-054-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-054-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-054-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-054-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-054-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/026_sbp-054-10_04_hubspot_health.txt b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/026_sbp-054-10_04_hubspot_health.txt
new file mode 100644
index 0000000000000000000000000000000000000000..9193e55c8aab605c65c3c5468aa8f22bf5d54953
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/026_sbp-054-10_04_hubspot_health.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-10",
+    "account_name": "Juniper Corporation",
+    "salesforce_account_id": "001SB054000009",
+    "salesforce_opportunity_id": "006SB054000009",
+    "hubspot_company_id": "8005410009",
+    "hubspot_deal_id": "8005420009",
+    "gong_evidence_id": "GE-054-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "04_hubspot_health",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Juniper Corporation",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1234843,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-054-026-1 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-054-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-054-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-054-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-054-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-054-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-054-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-054-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-054-026-9 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-054-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-054-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-054-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-054-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-054-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-054-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-054-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-054-026-17 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-054-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-054-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-054-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-054-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-054-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-054-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-054-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-054-026-25 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-054-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-054-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-054-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-054-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-054-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-054-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-054-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-054-026-33 | buyer | security review remains seller-owned",
+      "2026-11-12 | EVT-054-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000009",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-10 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/027_sbp-054-11_04_hubspot_health.json b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/027_sbp-054-11_04_hubspot_health.json
new file mode 100644
index 0000000000000000000000000000000000000000..1b52c0c835df8332b77953cde4bb6e6eb45001ce
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/027_sbp-054-11_04_hubspot_health.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1371956,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-09-15",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Group",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8005420010",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-18",
+    "decision_code": "CHG-054-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-11 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-01 | EVT-054-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-054-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-054-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-054-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-054-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-054-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-054-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-054-027-8 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-054-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-054-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-054-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-054-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-054-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-054-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-054-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-054-027-16 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-054-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-054-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-054-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-054-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-054-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-054-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-054-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-054-027-24 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-054-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-054-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-054-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-054-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-054-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-054-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-054-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-054-027-32 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-054-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-054-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Group",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "04_hubspot_health",
+    "gong_evidence_id": "GE-054-11",
+    "hubspot_company_id": "8005410010",
+    "hubspot_deal_id": "8005420010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-11",
+    "salesforce_account_id": "001SB054000010",
+    "salesforce_opportunity_id": "006SB054000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/028_sbp-054-12_04_hubspot_health.csv b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/028_sbp-054-12_04_hubspot_health.csv
new file mode 100644
index 0000000000000000000000000000000000000000..706e2bb25451153d0f62e16b25af0caf6870ed32
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/028_sbp-054-12_04_hubspot_health.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-12"""
+record_control,account_name,"""Lantern Holdings"""
+record_control,salesforce_account_id,"""001SB054000011"""
+record_control,salesforce_opportunity_id,"""006SB054000011"""
+record_control,hubspot_company_id,"""8005410011"""
+record_control,hubspot_deal_id,"""8005420011"""
+record_control,gong_evidence_id,"""GE-054-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""04_hubspot_health"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Lantern Holdings"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,1509069
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-22"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-02 | EVT-054-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-07 | EVT-054-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-12 | EVT-054-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-17 | EVT-054-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-22 | EVT-054-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-27 | EVT-054-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-02 | EVT-054-028-7 | buyer | security review remains seller-owned"", ""2026-07-07 | EVT-054-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-12 | EVT-054-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-17 | EVT-054-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-22 | EVT-054-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-27 | EVT-054-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-01 | EVT-054-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-06 | EVT-054-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-11 | EVT-054-028-15 | buyer | security review remains seller-owned"", ""2026-08-16 | EVT-054-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-21 | EVT-054-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-26 | EVT-054-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-31 | EVT-054-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-05 | EVT-054-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-10 | EVT-054-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-15 | EVT-054-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-20 | EVT-054-028-23 | buyer | security review remains seller-owned"", ""2026-09-25 | EVT-054-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-30 | EVT-054-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-05 | EVT-054-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-10 | EVT-054-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-15 | EVT-054-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-20 | EVT-054-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-25 | EVT-054-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-30 | EVT-054-028-31 | buyer | security review remains seller-owned"", ""2026-11-04 | EVT-054-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-09 | EVT-054-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-14 | EVT-054-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-054-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-054-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-19"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/029_sbp-054-13_04_hubspot_health.eml b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/029_sbp-054-13_04_hubspot_health.eml
new file mode 100644
index 0000000000000000000000000000000000000000..78b39d8d94791fa372933433da69e5ded1dbbd71
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/029_sbp-054-13_04_hubspot_health.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-13 / 04_hubspot_health
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-13",
+    "account_name": "Meridian Systems",
+    "salesforce_account_id": "001SB054000012",
+    "salesforce_opportunity_id": "006SB054000012",
+    "hubspot_company_id": "8005410012",
+    "hubspot_deal_id": "8005420012",
+    "gong_evidence_id": "GE-054-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "04_hubspot_health",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Meridian Systems",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1646182,
+    "stage": "Prospecting",
+    "close_date": "2026-09-29",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-054-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-054-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-054-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-054-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-054-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-054-029-6 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-054-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-054-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-054-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-054-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-054-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-054-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-054-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-054-029-14 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-054-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-054-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-054-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-054-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-054-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-054-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-054-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-054-029-22 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-054-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-054-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-054-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-054-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-054-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-054-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-054-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-054-029-30 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-054-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-054-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-054-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-054-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000012",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/030_sbp-054-14_04_hubspot_health.xml b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/030_sbp-054-14_04_hubspot_health.xml
new file mode 100644
index 0000000000000000000000000000000000000000..c927fd182b0eb09d4e7885132f7c68d003b979f4
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/030_sbp-054-14_04_hubspot_health.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-14",
+  "account_name": "Northstar Partners",
+  "salesforce_account_id": "001SB054000013",
+  "salesforce_opportunity_id": "006SB054000013",
+  "hubspot_company_id": "8005410013",
+  "hubspot_deal_id": "8005420013",
+  "gong_evidence_id": "GE-054-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "04_hubspot_health",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Northstar Partners",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 1783295,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-06",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-04 | EVT-054-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-09 | EVT-054-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-14 | EVT-054-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-19 | EVT-054-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-24 | EVT-054-030-5 | buyer | security review remains seller-owned",
+    "2026-06-29 | EVT-054-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-04 | EVT-054-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-09 | EVT-054-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-14 | EVT-054-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-19 | EVT-054-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-24 | EVT-054-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-29 | EVT-054-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-03 | EVT-054-030-13 | buyer | security review remains seller-owned",
+    "2026-08-08 | EVT-054-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-13 | EVT-054-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-18 | EVT-054-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-23 | EVT-054-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-28 | EVT-054-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-02 | EVT-054-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-07 | EVT-054-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-12 | EVT-054-030-21 | buyer | security review remains seller-owned",
+    "2026-09-17 | EVT-054-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-22 | EVT-054-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-27 | EVT-054-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-02 | EVT-054-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-07 | EVT-054-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-12 | EVT-054-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-17 | EVT-054-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-22 | EVT-054-030-29 | buyer | security review remains seller-owned",
+    "2026-10-27 | EVT-054-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-01 | EVT-054-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-06 | EVT-054-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-11 | EVT-054-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-16 | EVT-054-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-054-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-054-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-15"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/031_sbp-054-15_04_hubspot_health.html b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/031_sbp-054-15_04_hubspot_health.html
new file mode 100644
index 0000000000000000000000000000000000000000..98d85a641e1cf1e9f4c303e4e1501ebf323f4b61
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/031_sbp-054-15_04_hubspot_health.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;04_hubspot_health&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Networks&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 1920408,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-13&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-05 | EVT-054-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-10 | EVT-054-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-15 | EVT-054-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-20 | EVT-054-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-25 | EVT-054-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-30 | EVT-054-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-05 | EVT-054-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-10 | EVT-054-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-15 | EVT-054-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-20 | EVT-054-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-25 | EVT-054-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-30 | EVT-054-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-04 | EVT-054-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-09 | EVT-054-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-14 | EVT-054-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-19 | EVT-054-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-24 | EVT-054-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-29 | EVT-054-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-03 | EVT-054-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-08 | EVT-054-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-13 | EVT-054-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-18 | EVT-054-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-23 | EVT-054-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-28 | EVT-054-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-03 | EVT-054-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-08 | EVT-054-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-13 | EVT-054-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-18 | EVT-054-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-23 | EVT-054-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-28 | EVT-054-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-02 | EVT-054-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-07 | EVT-054-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-12 | EVT-054-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-17 | EVT-054-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-054-15&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-054-15 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;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-16&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>
diff --git a/task_files/sb100-054-redwood-churn-save/04_hubspot_health/032_sbp-054-16_04_hubspot_health.md b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/032_sbp-054-16_04_hubspot_health.md
new file mode 100644
index 0000000000000000000000000000000000000000..8f3271684604e1661824de78411427b41ac04fb5
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/04_hubspot_health/032_sbp-054-16_04_hubspot_health.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-16",
+    "account_name": "Palisade Labs",
+    "salesforce_account_id": "001SB054000015",
+    "salesforce_opportunity_id": "006SB054000015",
+    "hubspot_company_id": "8005410015",
+    "hubspot_deal_id": "8005420015",
+    "gong_evidence_id": "GE-054-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "04_hubspot_health",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Palisade Labs",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 2057521,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-20",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-054-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-054-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-054-032-3 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-054-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-054-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-054-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-054-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-054-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-054-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-054-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-054-032-11 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-054-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-054-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-054-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-054-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-054-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-054-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-054-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-054-032-19 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-054-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-054-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-054-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-054-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-054-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-054-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-054-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-054-032-27 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-054-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-054-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-054-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-054-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-054-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-054-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-054-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-054-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/033_sbp-054-01_05_gong_account_voice.md b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/033_sbp-054-01_05_gong_account_voice.md
new file mode 100644
index 0000000000000000000000000000000000000000..0f0deca6dbab422a9a7f156eb5add1158c3c79f2
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/033_sbp-054-01_05_gong_account_voice.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-01",
+    "account_name": "Alder Industries",
+    "salesforce_account_id": "001SB054000000",
+    "salesforce_opportunity_id": "006SB054000000",
+    "hubspot_company_id": "8005410000",
+    "hubspot_deal_id": "8005420000",
+    "gong_evidence_id": "GE-054-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "05_gong_account_voice",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Alder Industries",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4700826,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-054-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-054-033-2 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-054-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-054-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-054-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-054-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-054-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-054-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-054-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-054-033-10 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-054-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-054-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-054-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-054-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-054-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-054-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-054-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-054-033-18 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-054-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-054-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-054-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-054-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-054-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-054-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-054-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-054-033-26 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-054-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-054-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-054-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-054-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-054-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-054-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-054-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-054-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/034_sbp-054-02_05_gong_account_voice.txt b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/034_sbp-054-02_05_gong_account_voice.txt
new file mode 100644
index 0000000000000000000000000000000000000000..c7bd0b919895e843336a705f80b1ed57d9e208dd
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/034_sbp-054-02_05_gong_account_voice.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-02",
+    "account_name": "Beacon Collective",
+    "salesforce_account_id": "001SB054000001",
+    "salesforce_opportunity_id": "006SB054000001",
+    "hubspot_company_id": "8005410001",
+    "hubspot_deal_id": "8005420001",
+    "gong_evidence_id": "GE-054-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "05_gong_account_voice",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Beacon Collective",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4837939,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-30",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-054-034-1 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-054-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-054-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-054-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-054-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-054-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-054-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-054-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-054-034-9 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-054-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-054-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-054-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-054-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-054-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-054-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-054-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-054-034-17 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-054-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-054-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-054-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-054-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-054-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-054-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-054-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-054-034-25 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-054-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-054-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-054-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-054-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-054-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-054-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-054-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-054-034-33 | buyer | security review remains seller-owned",
+      "2026-11-20 | EVT-054-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/035_sbp-054-03_05_gong_account_voice.json b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/035_sbp-054-03_05_gong_account_voice.json
new file mode 100644
index 0000000000000000000000000000000000000000..b4b2a5d7f5d7b3b8ad3a1c342769e89d60a5b6d6
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/035_sbp-054-03_05_gong_account_voice.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 275052,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-11-06",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Works",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB054000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-16",
+    "decision_code": "CHG-054-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-09 | EVT-054-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-054-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-054-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-054-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-054-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-054-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-054-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-054-035-8 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-054-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-054-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-054-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-054-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-054-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-054-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-054-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-054-035-16 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-054-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-054-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-054-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-054-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-054-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-054-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-054-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-054-035-24 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-054-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-054-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-054-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-054-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-054-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-054-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-054-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-054-035-32 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-054-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-054-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Works",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "05_gong_account_voice",
+    "gong_evidence_id": "GE-054-03",
+    "hubspot_company_id": "8005410002",
+    "hubspot_deal_id": "8005420002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-03",
+    "salesforce_account_id": "001SB054000002",
+    "salesforce_opportunity_id": "006SB054000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/036_sbp-054-04_05_gong_account_voice.csv b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/036_sbp-054-04_05_gong_account_voice.csv
new file mode 100644
index 0000000000000000000000000000000000000000..58a073a9e3a122d20637d63a8e98457540f308ff
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/036_sbp-054-04_05_gong_account_voice.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-04"""
+record_control,account_name,"""Dovetail Technologies"""
+record_control,salesforce_account_id,"""001SB054000003"""
+record_control,salesforce_opportunity_id,"""006SB054000003"""
+record_control,hubspot_company_id,"""8005410003"""
+record_control,hubspot_deal_id,"""8005420003"""
+record_control,gong_evidence_id,"""GE-054-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""05_gong_account_voice"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Dovetail Technologies"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,412165
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-13"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-10 | EVT-054-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-054-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-054-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-054-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-054-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-054-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-054-036-7 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-054-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-054-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-054-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-054-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-054-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-054-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-054-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-054-036-15 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-054-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-054-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-054-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-054-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-054-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-054-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-054-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-054-036-23 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-054-036-24 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-054-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-054-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-18 | EVT-054-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-23 | EVT-054-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-28 | EVT-054-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-02 | EVT-054-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-07 | EVT-054-036-31 | buyer | security review remains seller-owned"", ""2026-11-12 | EVT-054-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-17 | EVT-054-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-22 | EVT-054-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-054-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005420003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""consent_conflict"""
+decision,reason,"""SBP-054-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-17"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/037_sbp-054-05_05_gong_account_voice.eml b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/037_sbp-054-05_05_gong_account_voice.eml
new file mode 100644
index 0000000000000000000000000000000000000000..693b2a4275a8c9ca9a94a9cc579ec839750f5dc0
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/037_sbp-054-05_05_gong_account_voice.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-05 / 05_gong_account_voice
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-05",
+    "account_name": "Evergreen Services",
+    "salesforce_account_id": "001SB054000004",
+    "salesforce_opportunity_id": "006SB054000004",
+    "hubspot_company_id": "8005410004",
+    "hubspot_deal_id": "8005420004",
+    "gong_evidence_id": "GE-054-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "05_gong_account_voice",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Evergreen Services",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 549278,
+    "stage": "Prospecting",
+    "close_date": "2026-11-20",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-054-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-054-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-054-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-054-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-054-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-054-037-6 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-054-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-054-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-054-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-054-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-054-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-054-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-054-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-054-037-14 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-054-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-054-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-054-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-054-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-054-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-054-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-054-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-054-037-22 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-054-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-054-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-054-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-054-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-054-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-054-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-054-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-054-037-30 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-054-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-054-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-18 | EVT-054-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-23 | EVT-054-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000004",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-05 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/038_sbp-054-06_05_gong_account_voice.xml b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/038_sbp-054-06_05_gong_account_voice.xml
new file mode 100644
index 0000000000000000000000000000000000000000..172405efdf5c04e4d178c0f9c94950585bca0b58
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/038_sbp-054-06_05_gong_account_voice.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-06",
+  "account_name": "Foxglove Ventures",
+  "salesforce_account_id": "001SB054000005",
+  "salesforce_opportunity_id": "006SB054000005",
+  "hubspot_company_id": "8005410005",
+  "hubspot_deal_id": "8005420005",
+  "gong_evidence_id": "GE-054-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "05_gong_account_voice",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Foxglove Ventures",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 686391,
+  "stage": "Technical Validation",
+  "close_date": "2026-11-27",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-12 | EVT-054-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-054-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-054-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-054-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-054-038-5 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-054-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-054-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-054-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-054-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-054-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-054-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-054-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-054-038-13 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-054-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-054-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-054-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-054-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-054-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-054-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-054-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-054-038-21 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-054-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-054-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-054-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-054-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-054-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-20 | EVT-054-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-25 | EVT-054-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-30 | EVT-054-038-29 | buyer | security review remains seller-owned",
+    "2026-11-04 | EVT-054-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-09 | EVT-054-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-14 | EVT-054-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-19 | EVT-054-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-24 | EVT-054-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-054-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8005420005",
+  "authorized_field": "renewal_risk",
+  "current_value": "unreviewed",
+  "required_value": "stage_evidence_gap",
+  "reason": "SBP-054-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-19"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/039_sbp-054-07_05_gong_account_voice.html b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/039_sbp-054-07_05_gong_account_voice.html
new file mode 100644
index 0000000000000000000000000000000000000000..e78cb466f8b809808eaedb7a3ba7f433c75cc948
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/039_sbp-054-07_05_gong_account_voice.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;05_gong_account_voice&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Enterprises&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 823504,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-04&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-13 | EVT-054-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-054-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-054-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-054-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-054-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-054-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-054-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-054-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-054-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-054-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-054-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-054-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-054-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-054-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-054-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-054-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-054-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-054-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-054-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-054-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-054-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-054-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-054-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-054-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-054-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-054-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-21 | EVT-054-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-26 | EVT-054-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-31 | EVT-054-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-05 | EVT-054-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-10 | EVT-054-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-15 | EVT-054-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-20 | EVT-054-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-25 | EVT-054-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-054-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB054000006&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;support_recovery&quot;,
+    &quot;reason&quot;: &quot;SBP-054-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-14&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>
diff --git a/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/040_sbp-054-08_05_gong_account_voice.md b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/040_sbp-054-08_05_gong_account_voice.md
new file mode 100644
index 0000000000000000000000000000000000000000..d08f86e1163433249c5d4e2a7695933fb4449e09
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/05_gong_account_voice/040_sbp-054-08_05_gong_account_voice.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-08",
+    "account_name": "Harbor Cooperative",
+    "salesforce_account_id": "001SB054000007",
+    "salesforce_opportunity_id": "006SB054000007",
+    "hubspot_company_id": "8005410007",
+    "hubspot_deal_id": "8005420007",
+    "gong_evidence_id": "GE-054-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "05_gong_account_voice",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Harbor Cooperative",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 960617,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-11",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-054-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-054-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-054-040-3 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-054-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-054-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-054-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-054-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-054-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-054-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-054-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-054-040-11 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-054-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-054-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-054-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-054-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-054-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-054-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-054-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-054-040-19 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-054-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-054-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-054-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-054-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-054-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-054-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-054-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-054-040-27 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-054-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-054-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-054-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-054-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-16 | EVT-054-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-21 | EVT-054-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-26 | EVT-054-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-054-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-054-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/041_sbp-054-09_06_support.md b/task_files/sb100-054-redwood-churn-save/06_support/041_sbp-054-09_06_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..4748119f667dcf75c38018c04031e9515da1fe24
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/041_sbp-054-09_06_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-09",
+    "account_name": "Indigo Platform",
+    "salesforce_account_id": "001SB054000008",
+    "salesforce_opportunity_id": "006SB054000008",
+    "hubspot_company_id": "8005410008",
+    "hubspot_deal_id": "8005420008",
+    "gong_evidence_id": "GE-054-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "06_support",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Indigo Platform",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1097730,
+    "stage": "Prospecting",
+    "close_date": "2026-09-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-054-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-054-041-2 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-054-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-054-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-054-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-054-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-054-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-054-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-054-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-054-041-10 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-054-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-054-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-054-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-054-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-054-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-054-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-054-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-054-041-18 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-054-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-054-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-054-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-054-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-054-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-054-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-054-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-054-041-26 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-054-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-054-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-054-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-054-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-12 | EVT-054-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-17 | EVT-054-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-22 | EVT-054-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-27 | EVT-054-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/042_sbp-054-10_06_support.txt b/task_files/sb100-054-redwood-churn-save/06_support/042_sbp-054-10_06_support.txt
new file mode 100644
index 0000000000000000000000000000000000000000..4e715a4e02b1cd5cfb8b559fcd2d1135497272b9
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/042_sbp-054-10_06_support.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-10",
+    "account_name": "Juniper Corporation",
+    "salesforce_account_id": "001SB054000009",
+    "salesforce_opportunity_id": "006SB054000009",
+    "hubspot_company_id": "8005410009",
+    "hubspot_deal_id": "8005420009",
+    "gong_evidence_id": "GE-054-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "06_support",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Juniper Corporation",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1234843,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-054-042-1 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-054-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-054-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-054-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-054-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-054-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-054-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-054-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-054-042-9 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-054-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-054-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-054-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-054-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-054-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-054-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-054-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-054-042-17 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-054-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-054-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-054-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-054-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-054-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-054-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-054-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-054-042-25 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-054-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-054-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-054-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-054-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-054-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-054-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-054-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-23 | EVT-054-042-33 | buyer | security review remains seller-owned",
+      "2026-11-28 | EVT-054-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000009",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-10 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/043_sbp-054-11_06_support.json b/task_files/sb100-054-redwood-churn-save/06_support/043_sbp-054-11_06_support.json
new file mode 100644
index 0000000000000000000000000000000000000000..4667aebcfe07e462b4755493f98d6fe38d1bb2cf
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/043_sbp-054-11_06_support.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1371956,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-09-15",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Group",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8005420010",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-18",
+    "decision_code": "CHG-054-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-11 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-17 | EVT-054-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-054-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-054-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-054-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-054-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-054-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-054-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-054-043-8 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-054-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-054-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-054-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-054-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-054-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-054-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-054-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-054-043-16 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-054-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-054-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-054-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-054-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-054-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-054-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-054-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-054-043-24 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-054-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-054-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-054-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-054-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-054-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-054-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-054-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-054-043-32 | seller | security review remains seller-owned",
+      "2026-11-24 | EVT-054-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-29 | EVT-054-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Group",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "06_support",
+    "gong_evidence_id": "GE-054-11",
+    "hubspot_company_id": "8005410010",
+    "hubspot_deal_id": "8005420010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-11",
+    "salesforce_account_id": "001SB054000010",
+    "salesforce_opportunity_id": "006SB054000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/044_sbp-054-12_06_support.csv b/task_files/sb100-054-redwood-churn-save/06_support/044_sbp-054-12_06_support.csv
new file mode 100644
index 0000000000000000000000000000000000000000..f02b2fe29ce8e9c2335285a54d31dd579832e80f
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/044_sbp-054-12_06_support.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-12"""
+record_control,account_name,"""Lantern Holdings"""
+record_control,salesforce_account_id,"""001SB054000011"""
+record_control,salesforce_opportunity_id,"""006SB054000011"""
+record_control,hubspot_company_id,"""8005410011"""
+record_control,hubspot_deal_id,"""8005420011"""
+record_control,gong_evidence_id,"""GE-054-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""06_support"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Lantern Holdings"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,1509069
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-22"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-18 | EVT-054-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-054-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-054-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-054-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-054-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-054-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-054-044-7 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-054-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-054-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-054-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-054-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-054-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-054-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-054-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-054-044-15 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-054-044-16 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-054-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-054-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-054-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-054-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-054-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-054-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-054-044-23 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-054-044-24 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-054-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-054-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-26 | EVT-054-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-31 | EVT-054-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-05 | EVT-054-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-10 | EVT-054-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-15 | EVT-054-044-31 | buyer | security review remains seller-owned"", ""2026-11-20 | EVT-054-044-32 | seller | champion requested a revised mutual action plan"", ""2026-11-25 | EVT-054-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-30 | EVT-054-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-054-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-054-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-19"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/045_sbp-054-13_06_support.eml b/task_files/sb100-054-redwood-churn-save/06_support/045_sbp-054-13_06_support.eml
new file mode 100644
index 0000000000000000000000000000000000000000..477b20d1feae5de88fc3f7b7dae2fb03f0f50181
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/045_sbp-054-13_06_support.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-13 / 06_support
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-13",
+    "account_name": "Meridian Systems",
+    "salesforce_account_id": "001SB054000012",
+    "salesforce_opportunity_id": "006SB054000012",
+    "hubspot_company_id": "8005410012",
+    "hubspot_deal_id": "8005420012",
+    "gong_evidence_id": "GE-054-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "06_support",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Meridian Systems",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1646182,
+    "stage": "Prospecting",
+    "close_date": "2026-09-29",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-054-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-054-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-054-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-054-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-054-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-054-045-6 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-054-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-054-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-054-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-054-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-054-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-054-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-054-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-054-045-14 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-054-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-054-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-054-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-054-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-054-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-054-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-054-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-054-045-22 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-054-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-054-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-054-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-054-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-054-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-054-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-054-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-054-045-30 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-054-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-054-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-26 | EVT-054-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-12-01 | EVT-054-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000012",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/046_sbp-054-14_06_support.xml b/task_files/sb100-054-redwood-churn-save/06_support/046_sbp-054-14_06_support.xml
new file mode 100644
index 0000000000000000000000000000000000000000..b2d9d11bf2f4a174fd999dd5fc5d8ce032b94c6a
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/046_sbp-054-14_06_support.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-14",
+  "account_name": "Northstar Partners",
+  "salesforce_account_id": "001SB054000013",
+  "salesforce_opportunity_id": "006SB054000013",
+  "hubspot_company_id": "8005410013",
+  "hubspot_deal_id": "8005420013",
+  "gong_evidence_id": "GE-054-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "06_support",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Northstar Partners",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 1783295,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-06",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-01 | EVT-054-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-06 | EVT-054-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-11 | EVT-054-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-16 | EVT-054-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-21 | EVT-054-046-5 | buyer | security review remains seller-owned",
+    "2026-05-26 | EVT-054-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-05-31 | EVT-054-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-05 | EVT-054-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-10 | EVT-054-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-15 | EVT-054-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-20 | EVT-054-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-25 | EVT-054-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-06-30 | EVT-054-046-13 | buyer | security review remains seller-owned",
+    "2026-07-05 | EVT-054-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-10 | EVT-054-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-15 | EVT-054-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-20 | EVT-054-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-25 | EVT-054-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-30 | EVT-054-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-04 | EVT-054-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-09 | EVT-054-046-21 | buyer | security review remains seller-owned",
+    "2026-08-14 | EVT-054-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-19 | EVT-054-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-24 | EVT-054-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-29 | EVT-054-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-03 | EVT-054-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-08 | EVT-054-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-13 | EVT-054-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-18 | EVT-054-046-29 | buyer | security review remains seller-owned",
+    "2026-09-23 | EVT-054-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-28 | EVT-054-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-03 | EVT-054-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-08 | EVT-054-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-13 | EVT-054-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-054-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-054-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-15"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/047_sbp-054-15_06_support.html b/task_files/sb100-054-redwood-churn-save/06_support/047_sbp-054-15_06_support.html
new file mode 100644
index 0000000000000000000000000000000000000000..5e334390e5ddae7280e8ecf77a6f8163125ebf82
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/047_sbp-054-15_06_support.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;06_support&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Networks&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 1920408,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-13&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-02 | EVT-054-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-07 | EVT-054-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-12 | EVT-054-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-17 | EVT-054-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-22 | EVT-054-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-27 | EVT-054-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-01 | EVT-054-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-06 | EVT-054-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-11 | EVT-054-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-16 | EVT-054-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-21 | EVT-054-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-26 | EVT-054-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-01 | EVT-054-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-06 | EVT-054-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-11 | EVT-054-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-16 | EVT-054-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-21 | EVT-054-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-26 | EVT-054-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-31 | EVT-054-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-05 | EVT-054-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-10 | EVT-054-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-15 | EVT-054-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-20 | EVT-054-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-25 | EVT-054-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-30 | EVT-054-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-04 | EVT-054-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-09 | EVT-054-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-14 | EVT-054-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-19 | EVT-054-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-24 | EVT-054-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-29 | EVT-054-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-04 | EVT-054-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-09 | EVT-054-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-14 | EVT-054-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-054-15&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-054-15 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;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-16&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>
diff --git a/task_files/sb100-054-redwood-churn-save/06_support/048_sbp-054-16_06_support.md b/task_files/sb100-054-redwood-churn-save/06_support/048_sbp-054-16_06_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..e14277177269f041aec39bf184407287bc7b2632
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/06_support/048_sbp-054-16_06_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-16",
+    "account_name": "Palisade Labs",
+    "salesforce_account_id": "001SB054000015",
+    "salesforce_opportunity_id": "006SB054000015",
+    "hubspot_company_id": "8005410015",
+    "hubspot_deal_id": "8005420015",
+    "gong_evidence_id": "GE-054-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "06_support",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Palisade Labs",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 2057521,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-20",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-054-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-08 | EVT-054-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-13 | EVT-054-048-3 | buyer | security review remains seller-owned",
+      "2026-05-18 | EVT-054-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-054-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-054-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-054-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-054-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-054-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-054-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-054-048-11 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-054-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-054-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-054-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-054-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-054-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-054-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-054-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-054-048-19 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-054-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-054-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-054-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-054-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-054-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-054-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-054-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-054-048-27 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-054-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-054-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-054-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-054-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-054-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-054-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-054-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-054-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/049_sbp-054-01_07_usage.md b/task_files/sb100-054-redwood-churn-save/07_usage/049_sbp-054-01_07_usage.md
new file mode 100644
index 0000000000000000000000000000000000000000..75bde044e82ebba4f58a08afd9b25ded8e64238f
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/049_sbp-054-01_07_usage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-01",
+    "account_name": "Alder Industries",
+    "salesforce_account_id": "001SB054000000",
+    "salesforce_opportunity_id": "006SB054000000",
+    "hubspot_company_id": "8005410000",
+    "hubspot_deal_id": "8005420000",
+    "gong_evidence_id": "GE-054-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "07_usage",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Alder Industries",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4700826,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-054-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-09 | EVT-054-049-2 | seller | security review remains seller-owned",
+      "2026-05-14 | EVT-054-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-054-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-054-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-054-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-054-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-054-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-054-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-054-049-10 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-054-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-054-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-054-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-054-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-054-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-054-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-054-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-054-049-18 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-054-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-054-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-054-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-054-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-054-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-054-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-054-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-054-049-26 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-054-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-054-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-054-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-054-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-054-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-054-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-054-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-054-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/050_sbp-054-02_07_usage.txt b/task_files/sb100-054-redwood-churn-save/07_usage/050_sbp-054-02_07_usage.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ff4e6ffc0596762adf8c8d30db0c2adeabe46468
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/050_sbp-054-02_07_usage.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-02",
+    "account_name": "Beacon Collective",
+    "salesforce_account_id": "001SB054000001",
+    "salesforce_opportunity_id": "006SB054000001",
+    "hubspot_company_id": "8005410001",
+    "hubspot_deal_id": "8005420001",
+    "gong_evidence_id": "GE-054-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "07_usage",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Beacon Collective",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4837939,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-30",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-054-050-1 | buyer | security review remains seller-owned",
+      "2026-05-10 | EVT-054-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-15 | EVT-054-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-20 | EVT-054-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-25 | EVT-054-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-30 | EVT-054-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-04 | EVT-054-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-054-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-054-050-9 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-054-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-054-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-054-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-054-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-054-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-054-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-054-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-054-050-17 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-054-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-054-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-054-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-054-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-054-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-054-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-054-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-054-050-25 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-054-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-054-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-054-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-054-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-054-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-054-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-054-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-054-050-33 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-054-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/051_sbp-054-03_07_usage.json b/task_files/sb100-054-redwood-churn-save/07_usage/051_sbp-054-03_07_usage.json
new file mode 100644
index 0000000000000000000000000000000000000000..b80d8648527475c1da7a9e1379987ab5b4a0e3ad
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/051_sbp-054-03_07_usage.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 275052,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-11-06",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Works",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB054000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-16",
+    "decision_code": "CHG-054-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-06 | EVT-054-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-11 | EVT-054-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-16 | EVT-054-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-054-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-054-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-054-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-054-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-054-051-8 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-054-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-054-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-054-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-054-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-054-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-054-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-054-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-054-051-16 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-054-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-054-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-054-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-054-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-054-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-054-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-054-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-054-051-24 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-054-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-054-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-054-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-054-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-054-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-054-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-054-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-054-051-32 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-054-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-054-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Works",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "07_usage",
+    "gong_evidence_id": "GE-054-03",
+    "hubspot_company_id": "8005410002",
+    "hubspot_deal_id": "8005420002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-03",
+    "salesforce_account_id": "001SB054000002",
+    "salesforce_opportunity_id": "006SB054000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/052_sbp-054-04_07_usage.csv b/task_files/sb100-054-redwood-churn-save/07_usage/052_sbp-054-04_07_usage.csv
new file mode 100644
index 0000000000000000000000000000000000000000..a6c0be9569b8f170b5aaa88462226c6ec886dfe0
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/052_sbp-054-04_07_usage.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-04"""
+record_control,account_name,"""Dovetail Technologies"""
+record_control,salesforce_account_id,"""001SB054000003"""
+record_control,salesforce_opportunity_id,"""006SB054000003"""
+record_control,hubspot_company_id,"""8005410003"""
+record_control,hubspot_deal_id,"""8005420003"""
+record_control,gong_evidence_id,"""GE-054-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""07_usage"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Dovetail Technologies"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,412165
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-13"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-07 | EVT-054-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-12 | EVT-054-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-17 | EVT-054-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-22 | EVT-054-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-27 | EVT-054-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-01 | EVT-054-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-06 | EVT-054-052-7 | buyer | security review remains seller-owned"", ""2026-06-11 | EVT-054-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-16 | EVT-054-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-054-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-054-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-054-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-054-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-054-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-054-052-15 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-054-052-16 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-054-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-054-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-054-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-054-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-054-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-054-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-054-052-23 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-054-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-054-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-054-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-054-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-054-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-054-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-054-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-054-052-31 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-054-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-054-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-054-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-054-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005420003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""consent_conflict"""
+decision,reason,"""SBP-054-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-17"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/053_sbp-054-05_07_usage.eml b/task_files/sb100-054-redwood-churn-save/07_usage/053_sbp-054-05_07_usage.eml
new file mode 100644
index 0000000000000000000000000000000000000000..387a416cabbe3fcc335f4954e6b82db235cc1a8c
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/053_sbp-054-05_07_usage.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-05 / 07_usage
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-05",
+    "account_name": "Evergreen Services",
+    "salesforce_account_id": "001SB054000004",
+    "salesforce_opportunity_id": "006SB054000004",
+    "hubspot_company_id": "8005410004",
+    "hubspot_deal_id": "8005420004",
+    "gong_evidence_id": "GE-054-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "07_usage",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Evergreen Services",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 549278,
+    "stage": "Prospecting",
+    "close_date": "2026-11-20",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-054-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-13 | EVT-054-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-18 | EVT-054-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-23 | EVT-054-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-28 | EVT-054-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-054-053-6 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-054-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-054-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-054-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-054-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-054-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-054-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-054-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-054-053-14 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-054-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-054-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-054-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-054-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-054-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-054-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-054-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-054-053-22 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-054-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-054-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-054-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-054-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-054-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-054-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-054-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-054-053-30 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-054-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-054-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-054-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-054-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000004",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-05 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/054_sbp-054-06_07_usage.xml b/task_files/sb100-054-redwood-churn-save/07_usage/054_sbp-054-06_07_usage.xml
new file mode 100644
index 0000000000000000000000000000000000000000..715eb66216965e07ef0457607c7ebd61ba1cb05a
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/054_sbp-054-06_07_usage.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-06",
+  "account_name": "Foxglove Ventures",
+  "salesforce_account_id": "001SB054000005",
+  "salesforce_opportunity_id": "006SB054000005",
+  "hubspot_company_id": "8005410005",
+  "hubspot_deal_id": "8005420005",
+  "gong_evidence_id": "GE-054-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "07_usage",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Foxglove Ventures",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 686391,
+  "stage": "Technical Validation",
+  "close_date": "2026-11-27",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-09 | EVT-054-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-14 | EVT-054-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-19 | EVT-054-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-24 | EVT-054-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-29 | EVT-054-054-5 | buyer | security review remains seller-owned",
+    "2026-06-03 | EVT-054-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-08 | EVT-054-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-13 | EVT-054-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-18 | EVT-054-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-23 | EVT-054-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-28 | EVT-054-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-03 | EVT-054-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-08 | EVT-054-054-13 | buyer | security review remains seller-owned",
+    "2026-07-13 | EVT-054-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-18 | EVT-054-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-23 | EVT-054-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-28 | EVT-054-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-02 | EVT-054-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-07 | EVT-054-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-12 | EVT-054-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-17 | EVT-054-054-21 | buyer | security review remains seller-owned",
+    "2026-08-22 | EVT-054-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-27 | EVT-054-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-01 | EVT-054-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-06 | EVT-054-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-11 | EVT-054-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-16 | EVT-054-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-21 | EVT-054-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-26 | EVT-054-054-29 | buyer | security review remains seller-owned",
+    "2026-10-01 | EVT-054-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-06 | EVT-054-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-11 | EVT-054-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-16 | EVT-054-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-21 | EVT-054-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-054-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8005420005",
+  "authorized_field": "renewal_risk",
+  "current_value": "unreviewed",
+  "required_value": "stage_evidence_gap",
+  "reason": "SBP-054-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-19"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/055_sbp-054-07_07_usage.html b/task_files/sb100-054-redwood-churn-save/07_usage/055_sbp-054-07_07_usage.html
new file mode 100644
index 0000000000000000000000000000000000000000..89c587ea6a2d453b8930ce3a0ae015e06797989f
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/055_sbp-054-07_07_usage.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;07_usage&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Enterprises&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 823504,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-04&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-10 | EVT-054-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-15 | EVT-054-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-20 | EVT-054-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-25 | EVT-054-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-30 | EVT-054-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-04 | EVT-054-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-09 | EVT-054-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-14 | EVT-054-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-19 | EVT-054-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-24 | EVT-054-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-29 | EVT-054-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-04 | EVT-054-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-09 | EVT-054-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-14 | EVT-054-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-19 | EVT-054-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-24 | EVT-054-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-29 | EVT-054-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-03 | EVT-054-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-08 | EVT-054-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-13 | EVT-054-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-18 | EVT-054-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-23 | EVT-054-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-28 | EVT-054-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-02 | EVT-054-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-07 | EVT-054-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-12 | EVT-054-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-17 | EVT-054-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-22 | EVT-054-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-27 | EVT-054-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-02 | EVT-054-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-07 | EVT-054-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-12 | EVT-054-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-17 | EVT-054-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-22 | EVT-054-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-054-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB054000006&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;support_recovery&quot;,
+    &quot;reason&quot;: &quot;SBP-054-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-14&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>
diff --git a/task_files/sb100-054-redwood-churn-save/07_usage/056_sbp-054-08_07_usage.md b/task_files/sb100-054-redwood-churn-save/07_usage/056_sbp-054-08_07_usage.md
new file mode 100644
index 0000000000000000000000000000000000000000..4c7f058d1712a682ac54e8e3011ed9e4679644f9
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/07_usage/056_sbp-054-08_07_usage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-08",
+    "account_name": "Harbor Cooperative",
+    "salesforce_account_id": "001SB054000007",
+    "salesforce_opportunity_id": "006SB054000007",
+    "hubspot_company_id": "8005410007",
+    "hubspot_deal_id": "8005420007",
+    "gong_evidence_id": "GE-054-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "07_usage",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Harbor Cooperative",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 960617,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-11",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-054-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-16 | EVT-054-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-21 | EVT-054-056-3 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-054-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-054-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-054-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-054-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-054-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-054-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-054-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-054-056-11 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-054-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-054-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-054-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-054-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-054-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-054-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-054-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-054-056-19 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-054-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-054-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-054-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-054-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-054-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-054-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-054-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-054-056-27 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-054-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-054-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-054-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-054-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-054-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-054-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-054-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-054-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-054-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/057_sbp-054-09_08_notice_windows.md b/task_files/sb100-054-redwood-churn-save/08_notice_windows/057_sbp-054-09_08_notice_windows.md
new file mode 100644
index 0000000000000000000000000000000000000000..41519eeaef517463904d15821f89ce6705285d69
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/057_sbp-054-09_08_notice_windows.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-09",
+    "account_name": "Indigo Platform",
+    "salesforce_account_id": "001SB054000008",
+    "salesforce_opportunity_id": "006SB054000008",
+    "hubspot_company_id": "8005410008",
+    "hubspot_deal_id": "8005420008",
+    "gong_evidence_id": "GE-054-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "08_notice_windows",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Indigo Platform",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1097730,
+    "stage": "Prospecting",
+    "close_date": "2026-09-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-054-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-17 | EVT-054-057-2 | seller | security review remains seller-owned",
+      "2026-05-22 | EVT-054-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-054-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-054-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-054-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-054-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-054-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-054-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-054-057-10 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-054-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-054-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-054-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-054-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-054-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-054-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-054-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-054-057-18 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-054-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-054-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-054-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-054-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-054-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-054-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-054-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-054-057-26 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-054-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-054-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-054-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-054-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-054-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-054-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-054-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-054-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/058_sbp-054-10_08_notice_windows.txt b/task_files/sb100-054-redwood-churn-save/08_notice_windows/058_sbp-054-10_08_notice_windows.txt
new file mode 100644
index 0000000000000000000000000000000000000000..1c68f97236250f712285eebcfe4d3fe6ecdcbfc5
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/058_sbp-054-10_08_notice_windows.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-10",
+    "account_name": "Juniper Corporation",
+    "salesforce_account_id": "001SB054000009",
+    "salesforce_opportunity_id": "006SB054000009",
+    "hubspot_company_id": "8005410009",
+    "hubspot_deal_id": "8005420009",
+    "gong_evidence_id": "GE-054-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "08_notice_windows",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Juniper Corporation",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1234843,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-054-058-1 | buyer | security review remains seller-owned",
+      "2026-05-18 | EVT-054-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-054-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-054-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-054-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-054-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-054-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-054-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-054-058-9 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-054-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-054-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-054-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-054-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-054-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-054-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-054-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-054-058-17 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-054-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-054-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-054-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-054-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-054-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-054-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-054-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-054-058-25 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-054-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-054-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-054-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-054-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-054-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-054-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-054-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-054-058-33 | buyer | security review remains seller-owned",
+      "2026-10-25 | EVT-054-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000009",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-10 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/059_sbp-054-11_08_notice_windows.json b/task_files/sb100-054-redwood-churn-save/08_notice_windows/059_sbp-054-11_08_notice_windows.json
new file mode 100644
index 0000000000000000000000000000000000000000..d81d0c556e1562582d3159fdbe88ff547078d8f2
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/059_sbp-054-11_08_notice_windows.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1371956,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-09-15",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Group",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8005420010",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-18",
+    "decision_code": "CHG-054-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-11 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-14 | EVT-054-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-054-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-054-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-054-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-054-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-054-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-054-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-054-059-8 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-054-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-054-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-054-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-054-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-054-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-054-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-054-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-054-059-16 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-054-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-054-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-054-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-054-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-054-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-054-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-054-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-054-059-24 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-054-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-054-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-054-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-054-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-054-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-054-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-054-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-054-059-32 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-054-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-054-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Group",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "08_notice_windows",
+    "gong_evidence_id": "GE-054-11",
+    "hubspot_company_id": "8005410010",
+    "hubspot_deal_id": "8005420010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-11",
+    "salesforce_account_id": "001SB054000010",
+    "salesforce_opportunity_id": "006SB054000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/060_sbp-054-12_08_notice_windows.csv b/task_files/sb100-054-redwood-churn-save/08_notice_windows/060_sbp-054-12_08_notice_windows.csv
new file mode 100644
index 0000000000000000000000000000000000000000..56d4c3b3d35e8bce6e568a390e7ebb19f4f48ea6
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/060_sbp-054-12_08_notice_windows.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-12"""
+record_control,account_name,"""Lantern Holdings"""
+record_control,salesforce_account_id,"""001SB054000011"""
+record_control,salesforce_opportunity_id,"""006SB054000011"""
+record_control,hubspot_company_id,"""8005410011"""
+record_control,hubspot_deal_id,"""8005420011"""
+record_control,gong_evidence_id,"""GE-054-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""08_notice_windows"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Lantern Holdings"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,1509069
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-22"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-15 | EVT-054-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-20 | EVT-054-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-25 | EVT-054-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-30 | EVT-054-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-04 | EVT-054-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-09 | EVT-054-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-14 | EVT-054-060-7 | buyer | security review remains seller-owned"", ""2026-06-19 | EVT-054-060-8 | seller | champion requested a revised mutual action plan"", ""2026-06-24 | EVT-054-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-29 | EVT-054-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-04 | EVT-054-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-09 | EVT-054-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-14 | EVT-054-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-19 | EVT-054-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-24 | EVT-054-060-15 | buyer | security review remains seller-owned"", ""2026-07-29 | EVT-054-060-16 | seller | champion requested a revised mutual action plan"", ""2026-08-03 | EVT-054-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-08 | EVT-054-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-13 | EVT-054-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-18 | EVT-054-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-23 | EVT-054-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-28 | EVT-054-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-02 | EVT-054-060-23 | buyer | security review remains seller-owned"", ""2026-09-07 | EVT-054-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-12 | EVT-054-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-17 | EVT-054-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-22 | EVT-054-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-27 | EVT-054-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-02 | EVT-054-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-07 | EVT-054-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-12 | EVT-054-060-31 | buyer | security review remains seller-owned"", ""2026-10-17 | EVT-054-060-32 | seller | champion requested a revised mutual action plan"", ""2026-10-22 | EVT-054-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-27 | EVT-054-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-054-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-054-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-19"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/061_sbp-054-13_08_notice_windows.eml b/task_files/sb100-054-redwood-churn-save/08_notice_windows/061_sbp-054-13_08_notice_windows.eml
new file mode 100644
index 0000000000000000000000000000000000000000..4581ef24f9bc480c774faeceef30d3ab33952916
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/061_sbp-054-13_08_notice_windows.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-13 / 08_notice_windows
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-13",
+    "account_name": "Meridian Systems",
+    "salesforce_account_id": "001SB054000012",
+    "salesforce_opportunity_id": "006SB054000012",
+    "hubspot_company_id": "8005410012",
+    "hubspot_deal_id": "8005420012",
+    "gong_evidence_id": "GE-054-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "08_notice_windows",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Meridian Systems",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1646182,
+    "stage": "Prospecting",
+    "close_date": "2026-09-29",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-054-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-054-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-054-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-054-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-054-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-054-061-6 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-054-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-054-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-054-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-054-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-054-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-054-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-054-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-054-061-14 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-054-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-054-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-054-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-054-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-054-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-054-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-054-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-054-061-22 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-054-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-054-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-054-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-054-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-054-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-054-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-054-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-054-061-30 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-054-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-054-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-054-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-054-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000012",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/062_sbp-054-14_08_notice_windows.xml b/task_files/sb100-054-redwood-churn-save/08_notice_windows/062_sbp-054-14_08_notice_windows.xml
new file mode 100644
index 0000000000000000000000000000000000000000..10eea10b2910a9c9f0aac649efc28ff850cd0434
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/062_sbp-054-14_08_notice_windows.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-14",
+  "account_name": "Northstar Partners",
+  "salesforce_account_id": "001SB054000013",
+  "salesforce_opportunity_id": "006SB054000013",
+  "hubspot_company_id": "8005410013",
+  "hubspot_deal_id": "8005420013",
+  "gong_evidence_id": "GE-054-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "08_notice_windows",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Northstar Partners",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 1783295,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-06",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-17 | EVT-054-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-22 | EVT-054-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-27 | EVT-054-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-01 | EVT-054-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-06 | EVT-054-062-5 | buyer | security review remains seller-owned",
+    "2026-06-11 | EVT-054-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-16 | EVT-054-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-21 | EVT-054-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-26 | EVT-054-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-01 | EVT-054-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-06 | EVT-054-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-11 | EVT-054-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-16 | EVT-054-062-13 | buyer | security review remains seller-owned",
+    "2026-07-21 | EVT-054-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-26 | EVT-054-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-31 | EVT-054-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-05 | EVT-054-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-10 | EVT-054-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-15 | EVT-054-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-20 | EVT-054-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-25 | EVT-054-062-21 | buyer | security review remains seller-owned",
+    "2026-08-30 | EVT-054-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-04 | EVT-054-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-09 | EVT-054-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-14 | EVT-054-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-19 | EVT-054-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-24 | EVT-054-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-29 | EVT-054-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-04 | EVT-054-062-29 | buyer | security review remains seller-owned",
+    "2026-10-09 | EVT-054-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-14 | EVT-054-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-19 | EVT-054-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-24 | EVT-054-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-29 | EVT-054-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-054-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-054-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-15"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/063_sbp-054-15_08_notice_windows.html b/task_files/sb100-054-redwood-churn-save/08_notice_windows/063_sbp-054-15_08_notice_windows.html
new file mode 100644
index 0000000000000000000000000000000000000000..5fc966188b74cb806de644d5296b8155fc72c5a9
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/063_sbp-054-15_08_notice_windows.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;08_notice_windows&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Networks&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 1920408,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-13&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-18 | EVT-054-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-23 | EVT-054-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-28 | EVT-054-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-02 | EVT-054-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-07 | EVT-054-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-12 | EVT-054-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-17 | EVT-054-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-22 | EVT-054-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-27 | EVT-054-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-02 | EVT-054-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-07 | EVT-054-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-12 | EVT-054-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-17 | EVT-054-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-22 | EVT-054-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-27 | EVT-054-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-01 | EVT-054-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-06 | EVT-054-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-11 | EVT-054-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-16 | EVT-054-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-21 | EVT-054-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-26 | EVT-054-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-31 | EVT-054-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-05 | EVT-054-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-10 | EVT-054-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-15 | EVT-054-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-20 | EVT-054-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-25 | EVT-054-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-30 | EVT-054-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-05 | EVT-054-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-10 | EVT-054-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-15 | EVT-054-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-20 | EVT-054-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-25 | EVT-054-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-30 | EVT-054-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-054-15&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-054-15 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;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-16&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>
diff --git a/task_files/sb100-054-redwood-churn-save/08_notice_windows/064_sbp-054-16_08_notice_windows.md b/task_files/sb100-054-redwood-churn-save/08_notice_windows/064_sbp-054-16_08_notice_windows.md
new file mode 100644
index 0000000000000000000000000000000000000000..59fe1e037d18056596382d34eb52746c9a602894
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/08_notice_windows/064_sbp-054-16_08_notice_windows.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-16",
+    "account_name": "Palisade Labs",
+    "salesforce_account_id": "001SB054000015",
+    "salesforce_opportunity_id": "006SB054000015",
+    "hubspot_company_id": "8005410015",
+    "hubspot_deal_id": "8005420015",
+    "gong_evidence_id": "GE-054-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "08_notice_windows",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Palisade Labs",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 2057521,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-20",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-054-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-24 | EVT-054-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-29 | EVT-054-064-3 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-054-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-054-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-054-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-054-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-054-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-054-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-054-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-054-064-11 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-054-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-054-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-054-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-054-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-054-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-054-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-054-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-054-064-19 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-054-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-054-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-054-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-054-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-054-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-054-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-054-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-054-064-27 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-054-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-054-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-054-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-054-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-054-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-054-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-054-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-054-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/065_sbp-054-01_09_expansion_signals.md b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/065_sbp-054-01_09_expansion_signals.md
new file mode 100644
index 0000000000000000000000000000000000000000..47add802156e9acb4857236ed84c0cb5db447688
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/065_sbp-054-01_09_expansion_signals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-01",
+    "account_name": "Alder Industries",
+    "salesforce_account_id": "001SB054000000",
+    "salesforce_opportunity_id": "006SB054000000",
+    "hubspot_company_id": "8005410000",
+    "hubspot_deal_id": "8005420000",
+    "gong_evidence_id": "GE-054-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "09_expansion_signals",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Alder Industries",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4700826,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-054-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-25 | EVT-054-065-2 | seller | security review remains seller-owned",
+      "2026-05-30 | EVT-054-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-054-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-054-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-054-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-054-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-054-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-054-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-054-065-10 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-054-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-054-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-054-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-054-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-054-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-054-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-054-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-054-065-18 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-054-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-054-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-054-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-054-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-054-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-054-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-054-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-054-065-26 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-054-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-054-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-054-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-054-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-054-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-054-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-054-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-054-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/066_sbp-054-02_09_expansion_signals.txt b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/066_sbp-054-02_09_expansion_signals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..4edba3b6f87e14d35af8aa1ce165c5d45ddd8ced
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/066_sbp-054-02_09_expansion_signals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-02",
+    "account_name": "Beacon Collective",
+    "salesforce_account_id": "001SB054000001",
+    "salesforce_opportunity_id": "006SB054000001",
+    "hubspot_company_id": "8005410001",
+    "hubspot_deal_id": "8005420001",
+    "gong_evidence_id": "GE-054-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "09_expansion_signals",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Beacon Collective",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4837939,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-30",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-054-066-1 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-054-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-054-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-054-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-054-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-054-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-054-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-054-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-054-066-9 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-054-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-054-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-054-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-054-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-054-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-054-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-054-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-054-066-17 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-054-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-054-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-054-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-054-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-054-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-054-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-054-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-054-066-25 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-054-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-054-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-054-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-054-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-054-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-054-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-054-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-054-066-33 | buyer | security review remains seller-owned",
+      "2026-11-02 | EVT-054-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/067_sbp-054-03_09_expansion_signals.json b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/067_sbp-054-03_09_expansion_signals.json
new file mode 100644
index 0000000000000000000000000000000000000000..0339c71384f394ad829bb2db5ab416e89c7d6be0
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/067_sbp-054-03_09_expansion_signals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 275052,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-11-06",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Works",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB054000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-16",
+    "decision_code": "CHG-054-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-22 | EVT-054-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-054-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-054-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-054-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-054-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-054-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-054-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-054-067-8 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-054-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-054-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-054-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-054-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-054-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-054-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-054-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-054-067-16 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-054-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-054-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-054-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-054-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-054-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-054-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-054-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-054-067-24 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-054-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-054-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-054-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-054-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-054-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-054-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-054-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-054-067-32 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-054-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-054-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Works",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "09_expansion_signals",
+    "gong_evidence_id": "GE-054-03",
+    "hubspot_company_id": "8005410002",
+    "hubspot_deal_id": "8005420002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-03",
+    "salesforce_account_id": "001SB054000002",
+    "salesforce_opportunity_id": "006SB054000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/068_sbp-054-04_09_expansion_signals.csv b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/068_sbp-054-04_09_expansion_signals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..508e5cb559cef61738eca45a05996ac70d0e6fd6
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/068_sbp-054-04_09_expansion_signals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-04"""
+record_control,account_name,"""Dovetail Technologies"""
+record_control,salesforce_account_id,"""001SB054000003"""
+record_control,salesforce_opportunity_id,"""006SB054000003"""
+record_control,hubspot_company_id,"""8005410003"""
+record_control,hubspot_deal_id,"""8005420003"""
+record_control,gong_evidence_id,"""GE-054-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""09_expansion_signals"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Dovetail Technologies"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,412165
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-13"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-23 | EVT-054-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-28 | EVT-054-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-02 | EVT-054-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-07 | EVT-054-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-12 | EVT-054-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-17 | EVT-054-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-22 | EVT-054-068-7 | buyer | security review remains seller-owned"", ""2026-06-27 | EVT-054-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-02 | EVT-054-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-07 | EVT-054-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-12 | EVT-054-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-17 | EVT-054-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-22 | EVT-054-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-27 | EVT-054-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-01 | EVT-054-068-15 | buyer | security review remains seller-owned"", ""2026-08-06 | EVT-054-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-11 | EVT-054-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-16 | EVT-054-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-21 | EVT-054-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-26 | EVT-054-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-31 | EVT-054-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-05 | EVT-054-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-10 | EVT-054-068-23 | buyer | security review remains seller-owned"", ""2026-09-15 | EVT-054-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-20 | EVT-054-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-25 | EVT-054-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-30 | EVT-054-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-05 | EVT-054-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-10 | EVT-054-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-15 | EVT-054-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-20 | EVT-054-068-31 | buyer | security review remains seller-owned"", ""2026-10-25 | EVT-054-068-32 | seller | champion requested a revised mutual action plan"", ""2026-10-30 | EVT-054-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-04 | EVT-054-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-054-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005420003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""consent_conflict"""
+decision,reason,"""SBP-054-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-17"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/069_sbp-054-05_09_expansion_signals.eml b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/069_sbp-054-05_09_expansion_signals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..21db63a78e2b2810a400d3bcf27fc6004cef9425
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/069_sbp-054-05_09_expansion_signals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-05 / 09_expansion_signals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-05",
+    "account_name": "Evergreen Services",
+    "salesforce_account_id": "001SB054000004",
+    "salesforce_opportunity_id": "006SB054000004",
+    "hubspot_company_id": "8005410004",
+    "hubspot_deal_id": "8005420004",
+    "gong_evidence_id": "GE-054-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "09_expansion_signals",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Evergreen Services",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 549278,
+    "stage": "Prospecting",
+    "close_date": "2026-11-20",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-054-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-054-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-054-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-054-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-054-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-054-069-6 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-054-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-054-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-054-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-054-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-054-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-054-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-054-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-054-069-14 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-054-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-054-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-054-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-054-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-054-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-054-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-054-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-054-069-22 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-054-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-054-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-054-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-054-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-054-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-054-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-054-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-054-069-30 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-054-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-054-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-054-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-054-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000004",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-05 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/070_sbp-054-06_09_expansion_signals.xml b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/070_sbp-054-06_09_expansion_signals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0581a99a511333cb9f96d165ddd920315c1ada12
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/070_sbp-054-06_09_expansion_signals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-06",
+  "account_name": "Foxglove Ventures",
+  "salesforce_account_id": "001SB054000005",
+  "salesforce_opportunity_id": "006SB054000005",
+  "hubspot_company_id": "8005410005",
+  "hubspot_deal_id": "8005420005",
+  "gong_evidence_id": "GE-054-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "09_expansion_signals",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Foxglove Ventures",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 686391,
+  "stage": "Technical Validation",
+  "close_date": "2026-11-27",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-25 | EVT-054-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-30 | EVT-054-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-04 | EVT-054-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-09 | EVT-054-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-14 | EVT-054-070-5 | buyer | security review remains seller-owned",
+    "2026-06-19 | EVT-054-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-24 | EVT-054-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-29 | EVT-054-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-04 | EVT-054-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-09 | EVT-054-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-14 | EVT-054-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-19 | EVT-054-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-24 | EVT-054-070-13 | buyer | security review remains seller-owned",
+    "2026-07-29 | EVT-054-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-03 | EVT-054-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-08 | EVT-054-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-13 | EVT-054-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-18 | EVT-054-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-23 | EVT-054-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-28 | EVT-054-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-02 | EVT-054-070-21 | buyer | security review remains seller-owned",
+    "2026-09-07 | EVT-054-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-12 | EVT-054-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-17 | EVT-054-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-22 | EVT-054-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-27 | EVT-054-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-02 | EVT-054-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-07 | EVT-054-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-12 | EVT-054-070-29 | buyer | security review remains seller-owned",
+    "2026-10-17 | EVT-054-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-22 | EVT-054-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-27 | EVT-054-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-01 | EVT-054-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-06 | EVT-054-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-054-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8005420005",
+  "authorized_field": "renewal_risk",
+  "current_value": "unreviewed",
+  "required_value": "stage_evidence_gap",
+  "reason": "SBP-054-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-19"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/071_sbp-054-07_09_expansion_signals.html b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/071_sbp-054-07_09_expansion_signals.html
new file mode 100644
index 0000000000000000000000000000000000000000..4302f6dafd551e660cadbe745ae0e2cab9417380
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/071_sbp-054-07_09_expansion_signals.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;09_expansion_signals&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Enterprises&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 823504,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-04&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-26 | EVT-054-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-31 | EVT-054-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-05 | EVT-054-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-10 | EVT-054-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-15 | EVT-054-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-20 | EVT-054-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-25 | EVT-054-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-30 | EVT-054-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-05 | EVT-054-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-10 | EVT-054-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-15 | EVT-054-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-20 | EVT-054-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-25 | EVT-054-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-30 | EVT-054-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-04 | EVT-054-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-09 | EVT-054-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-14 | EVT-054-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-19 | EVT-054-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-24 | EVT-054-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-29 | EVT-054-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-03 | EVT-054-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-08 | EVT-054-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-13 | EVT-054-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-18 | EVT-054-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-23 | EVT-054-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-28 | EVT-054-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-03 | EVT-054-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-08 | EVT-054-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-13 | EVT-054-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-18 | EVT-054-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-23 | EVT-054-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-28 | EVT-054-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-02 | EVT-054-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-07 | EVT-054-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-054-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB054000006&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;support_recovery&quot;,
+    &quot;reason&quot;: &quot;SBP-054-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-14&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>
diff --git a/task_files/sb100-054-redwood-churn-save/09_expansion_signals/072_sbp-054-08_09_expansion_signals.md b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/072_sbp-054-08_09_expansion_signals.md
new file mode 100644
index 0000000000000000000000000000000000000000..11dacb134dc7ecc0291589254e2331e7b1a3cf1c
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/09_expansion_signals/072_sbp-054-08_09_expansion_signals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-08",
+    "account_name": "Harbor Cooperative",
+    "salesforce_account_id": "001SB054000007",
+    "salesforce_opportunity_id": "006SB054000007",
+    "hubspot_company_id": "8005410007",
+    "hubspot_deal_id": "8005420007",
+    "gong_evidence_id": "GE-054-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "09_expansion_signals",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Harbor Cooperative",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 960617,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-11",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-054-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-054-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-054-072-3 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-054-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-054-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-054-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-054-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-054-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-054-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-054-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-054-072-11 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-054-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-054-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-054-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-054-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-054-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-054-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-054-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-054-072-19 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-054-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-054-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-054-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-054-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-054-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-054-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-054-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-054-072-27 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-054-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-054-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-054-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-054-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-054-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-054-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-054-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-054-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-054-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/073_sbp-054-09_10_handoff_policy.md b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/073_sbp-054-09_10_handoff_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..1587d5213a15cd3332f2a457783ab9f191e51bf2
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/073_sbp-054-09_10_handoff_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-09",
+    "account_name": "Indigo Platform",
+    "salesforce_account_id": "001SB054000008",
+    "salesforce_opportunity_id": "006SB054000008",
+    "hubspot_company_id": "8005410008",
+    "hubspot_deal_id": "8005420008",
+    "gong_evidence_id": "GE-054-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "10_handoff_policy",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Indigo Platform",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1097730,
+    "stage": "Prospecting",
+    "close_date": "2026-09-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-054-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-054-073-2 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-054-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-054-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-054-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-054-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-054-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-054-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-054-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-054-073-10 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-054-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-054-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-054-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-054-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-054-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-054-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-054-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-054-073-18 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-054-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-054-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-054-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-054-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-054-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-054-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-054-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-054-073-26 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-054-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-054-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-054-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-054-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-054-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-054-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-054-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-054-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/074_sbp-054-10_10_handoff_policy.txt b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/074_sbp-054-10_10_handoff_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..d7b5073d8b16e6499de899365bc6defb82f0be45
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/074_sbp-054-10_10_handoff_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-10",
+    "account_name": "Juniper Corporation",
+    "salesforce_account_id": "001SB054000009",
+    "salesforce_opportunity_id": "006SB054000009",
+    "hubspot_company_id": "8005410009",
+    "hubspot_deal_id": "8005420009",
+    "gong_evidence_id": "GE-054-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "10_handoff_policy",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Juniper Corporation",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1234843,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-054-074-1 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-054-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-054-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-054-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-054-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-054-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-054-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-054-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-054-074-9 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-054-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-054-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-054-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-054-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-054-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-054-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-054-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-054-074-17 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-054-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-054-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-054-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-054-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-054-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-054-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-054-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-054-074-25 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-054-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-054-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-054-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-054-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-054-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-054-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-054-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-054-074-33 | buyer | security review remains seller-owned",
+      "2026-11-10 | EVT-054-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000009",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-10 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/075_sbp-054-11_10_handoff_policy.json b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/075_sbp-054-11_10_handoff_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..aefcb27a4fc1b98b76bc6bd3a4c2490222e84b60
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/075_sbp-054-11_10_handoff_policy.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1371956,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-09-15",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Group",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8005420010",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-18",
+    "decision_code": "CHG-054-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-11 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-30 | EVT-054-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-054-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-054-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-054-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-054-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-054-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-054-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-054-075-8 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-054-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-054-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-054-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-054-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-054-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-054-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-054-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-054-075-16 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-054-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-054-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-054-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-054-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-054-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-054-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-054-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-054-075-24 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-054-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-054-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-054-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-054-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-054-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-054-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-054-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-054-075-32 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-054-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-054-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Group",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "10_handoff_policy",
+    "gong_evidence_id": "GE-054-11",
+    "hubspot_company_id": "8005410010",
+    "hubspot_deal_id": "8005420010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-11",
+    "salesforce_account_id": "001SB054000010",
+    "salesforce_opportunity_id": "006SB054000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/076_sbp-054-12_10_handoff_policy.csv b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/076_sbp-054-12_10_handoff_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..76ec7d0461df6634fdb4f5784dc3752156f19701
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/076_sbp-054-12_10_handoff_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-12"""
+record_control,account_name,"""Lantern Holdings"""
+record_control,salesforce_account_id,"""001SB054000011"""
+record_control,salesforce_opportunity_id,"""006SB054000011"""
+record_control,hubspot_company_id,"""8005410011"""
+record_control,hubspot_deal_id,"""8005420011"""
+record_control,gong_evidence_id,"""GE-054-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""10_handoff_policy"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Lantern Holdings"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,1509069
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-22"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-31 | EVT-054-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-05 | EVT-054-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-10 | EVT-054-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-15 | EVT-054-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-20 | EVT-054-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-25 | EVT-054-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-30 | EVT-054-076-7 | buyer | security review remains seller-owned"", ""2026-07-05 | EVT-054-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-10 | EVT-054-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-15 | EVT-054-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-20 | EVT-054-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-25 | EVT-054-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-30 | EVT-054-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-04 | EVT-054-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-09 | EVT-054-076-15 | buyer | security review remains seller-owned"", ""2026-08-14 | EVT-054-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-19 | EVT-054-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-24 | EVT-054-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-29 | EVT-054-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-03 | EVT-054-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-08 | EVT-054-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-13 | EVT-054-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-18 | EVT-054-076-23 | buyer | security review remains seller-owned"", ""2026-09-23 | EVT-054-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-28 | EVT-054-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-03 | EVT-054-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-08 | EVT-054-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-13 | EVT-054-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-18 | EVT-054-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-23 | EVT-054-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-28 | EVT-054-076-31 | buyer | security review remains seller-owned"", ""2026-11-02 | EVT-054-076-32 | seller | champion requested a revised mutual action plan"", ""2026-11-07 | EVT-054-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-12 | EVT-054-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-054-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-054-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-19"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/077_sbp-054-13_10_handoff_policy.eml b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/077_sbp-054-13_10_handoff_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..721381f8fa30e9a59c1fabb6f45bf316891f4127
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/077_sbp-054-13_10_handoff_policy.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-13 / 10_handoff_policy
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-13",
+    "account_name": "Meridian Systems",
+    "salesforce_account_id": "001SB054000012",
+    "salesforce_opportunity_id": "006SB054000012",
+    "hubspot_company_id": "8005410012",
+    "hubspot_deal_id": "8005420012",
+    "gong_evidence_id": "GE-054-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "10_handoff_policy",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Meridian Systems",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1646182,
+    "stage": "Prospecting",
+    "close_date": "2026-09-29",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-054-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-054-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-054-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-054-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-054-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-054-077-6 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-054-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-054-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-054-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-054-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-054-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-054-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-054-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-054-077-14 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-054-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-054-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-054-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-054-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-054-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-054-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-054-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-054-077-22 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-054-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-054-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-054-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-054-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-054-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-054-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-054-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-054-077-30 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-054-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-054-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-08 | EVT-054-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-13 | EVT-054-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000012",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/078_sbp-054-14_10_handoff_policy.xml b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/078_sbp-054-14_10_handoff_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..7faa712aa918c8af0ecdf9a38211df06a53d51ca
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/078_sbp-054-14_10_handoff_policy.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-14",
+  "account_name": "Northstar Partners",
+  "salesforce_account_id": "001SB054000013",
+  "salesforce_opportunity_id": "006SB054000013",
+  "hubspot_company_id": "8005410013",
+  "hubspot_deal_id": "8005420013",
+  "gong_evidence_id": "GE-054-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "10_handoff_policy",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Northstar Partners",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 1783295,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-06",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-02 | EVT-054-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-07 | EVT-054-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-12 | EVT-054-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-17 | EVT-054-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-22 | EVT-054-078-5 | buyer | security review remains seller-owned",
+    "2026-06-27 | EVT-054-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-02 | EVT-054-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-07 | EVT-054-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-12 | EVT-054-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-17 | EVT-054-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-22 | EVT-054-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-27 | EVT-054-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-01 | EVT-054-078-13 | buyer | security review remains seller-owned",
+    "2026-08-06 | EVT-054-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-11 | EVT-054-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-16 | EVT-054-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-21 | EVT-054-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-26 | EVT-054-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-31 | EVT-054-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-05 | EVT-054-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-10 | EVT-054-078-21 | buyer | security review remains seller-owned",
+    "2026-09-15 | EVT-054-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-20 | EVT-054-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-25 | EVT-054-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-30 | EVT-054-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-05 | EVT-054-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-10 | EVT-054-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-15 | EVT-054-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-20 | EVT-054-078-29 | buyer | security review remains seller-owned",
+    "2026-10-25 | EVT-054-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-30 | EVT-054-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-04 | EVT-054-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-09 | EVT-054-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-14 | EVT-054-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-054-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-054-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-15"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/079_sbp-054-15_10_handoff_policy.html b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/079_sbp-054-15_10_handoff_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..01254bd263e14ac534c54af3c55b374dd2e89a09
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/079_sbp-054-15_10_handoff_policy.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;10_handoff_policy&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Networks&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 1920408,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-13&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-03 | EVT-054-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-08 | EVT-054-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-13 | EVT-054-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-18 | EVT-054-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-23 | EVT-054-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-28 | EVT-054-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-03 | EVT-054-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-08 | EVT-054-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-13 | EVT-054-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-18 | EVT-054-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-23 | EVT-054-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-28 | EVT-054-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-02 | EVT-054-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-07 | EVT-054-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-12 | EVT-054-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-17 | EVT-054-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-22 | EVT-054-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-27 | EVT-054-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-01 | EVT-054-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-06 | EVT-054-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-11 | EVT-054-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-16 | EVT-054-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-21 | EVT-054-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-26 | EVT-054-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-01 | EVT-054-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-06 | EVT-054-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-11 | EVT-054-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-16 | EVT-054-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-21 | EVT-054-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-26 | EVT-054-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-31 | EVT-054-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-05 | EVT-054-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-10 | EVT-054-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-15 | EVT-054-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-054-15&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-054-15 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;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-16&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>
diff --git a/task_files/sb100-054-redwood-churn-save/10_handoff_policy/080_sbp-054-16_10_handoff_policy.md b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/080_sbp-054-16_10_handoff_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..7a8ed652035f8ef54cf14395680a7e27d6877728
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/10_handoff_policy/080_sbp-054-16_10_handoff_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-16",
+    "account_name": "Palisade Labs",
+    "salesforce_account_id": "001SB054000015",
+    "salesforce_opportunity_id": "006SB054000015",
+    "hubspot_company_id": "8005410015",
+    "hubspot_deal_id": "8005420015",
+    "gong_evidence_id": "GE-054-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "10_handoff_policy",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Palisade Labs",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 2057521,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-20",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-054-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-054-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-054-080-3 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-054-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-054-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-054-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-054-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-054-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-054-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-054-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-054-080-11 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-054-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-054-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-054-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-054-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-054-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-054-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-054-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-054-080-19 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-054-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-054-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-054-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-054-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-054-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-054-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-054-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-054-080-27 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-054-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-054-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-054-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-054-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-054-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-054-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-054-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-054-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/081_sbp-054-01_11_risks.md b/task_files/sb100-054-redwood-churn-save/11_risks/081_sbp-054-01_11_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..1b09c91fddd90163192d25189d4da4d895bdb522
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/081_sbp-054-01_11_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-01",
+    "account_name": "Alder Industries",
+    "salesforce_account_id": "001SB054000000",
+    "salesforce_opportunity_id": "006SB054000000",
+    "hubspot_company_id": "8005410000",
+    "hubspot_deal_id": "8005420000",
+    "gong_evidence_id": "GE-054-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "11_risks",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Alder Industries",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4700826,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-054-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-054-081-2 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-054-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-054-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-054-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-054-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-054-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-054-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-054-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-054-081-10 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-054-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-054-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-054-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-054-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-054-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-054-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-054-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-054-081-18 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-054-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-054-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-054-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-054-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-054-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-054-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-054-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-054-081-26 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-054-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-054-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-054-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-054-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-054-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-054-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-054-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-054-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/082_sbp-054-02_11_risks.txt b/task_files/sb100-054-redwood-churn-save/11_risks/082_sbp-054-02_11_risks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..22e9859d9718b105b4be812489b7d797d857a666
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/082_sbp-054-02_11_risks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-02",
+    "account_name": "Beacon Collective",
+    "salesforce_account_id": "001SB054000001",
+    "salesforce_opportunity_id": "006SB054000001",
+    "hubspot_company_id": "8005410001",
+    "hubspot_deal_id": "8005420001",
+    "gong_evidence_id": "GE-054-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "11_risks",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Beacon Collective",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 4837939,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-30",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-054-082-1 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-054-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-054-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-054-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-054-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-054-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-054-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-054-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-054-082-9 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-054-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-054-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-054-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-054-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-054-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-054-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-054-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-054-082-17 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-054-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-054-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-054-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-054-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-054-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-054-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-054-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-054-082-25 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-054-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-054-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-054-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-054-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-054-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-054-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-054-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-13 | EVT-054-082-33 | buyer | security review remains seller-owned",
+      "2026-11-18 | EVT-054-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/083_sbp-054-03_11_risks.json b/task_files/sb100-054-redwood-churn-save/11_risks/083_sbp-054-03_11_risks.json
new file mode 100644
index 0000000000000000000000000000000000000000..b1ce219143a04fefc9a0174e4e55499e4cac5c50
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/083_sbp-054-03_11_risks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 275052,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-11-06",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Works",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB054000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-16",
+    "decision_code": "CHG-054-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-07 | EVT-054-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-054-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-054-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-054-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-054-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-054-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-054-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-054-083-8 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-054-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-054-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-054-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-054-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-054-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-054-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-054-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-054-083-16 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-054-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-054-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-054-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-054-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-054-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-054-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-054-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-054-083-24 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-054-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-054-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-054-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-054-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-054-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-054-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-054-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-054-083-32 | seller | security review remains seller-owned",
+      "2026-11-14 | EVT-054-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-19 | EVT-054-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Works",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "11_risks",
+    "gong_evidence_id": "GE-054-03",
+    "hubspot_company_id": "8005410002",
+    "hubspot_deal_id": "8005420002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-03",
+    "salesforce_account_id": "001SB054000002",
+    "salesforce_opportunity_id": "006SB054000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/084_sbp-054-04_11_risks.csv b/task_files/sb100-054-redwood-churn-save/11_risks/084_sbp-054-04_11_risks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..f535b296ad8f3711a00cd04dd7af9484d9123d2a
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/084_sbp-054-04_11_risks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-04"""
+record_control,account_name,"""Dovetail Technologies"""
+record_control,salesforce_account_id,"""001SB054000003"""
+record_control,salesforce_opportunity_id,"""006SB054000003"""
+record_control,hubspot_company_id,"""8005410003"""
+record_control,hubspot_deal_id,"""8005420003"""
+record_control,gong_evidence_id,"""GE-054-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""11_risks"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Dovetail Technologies"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,412165
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-13"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-08 | EVT-054-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-13 | EVT-054-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-18 | EVT-054-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-23 | EVT-054-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-28 | EVT-054-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-03 | EVT-054-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-08 | EVT-054-084-7 | buyer | security review remains seller-owned"", ""2026-07-13 | EVT-054-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-18 | EVT-054-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-23 | EVT-054-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-28 | EVT-054-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-02 | EVT-054-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-07 | EVT-054-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-12 | EVT-054-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-17 | EVT-054-084-15 | buyer | security review remains seller-owned"", ""2026-08-22 | EVT-054-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-27 | EVT-054-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-01 | EVT-054-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-06 | EVT-054-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-11 | EVT-054-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-16 | EVT-054-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-21 | EVT-054-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-26 | EVT-054-084-23 | buyer | security review remains seller-owned"", ""2026-10-01 | EVT-054-084-24 | seller | champion requested a revised mutual action plan"", ""2026-10-06 | EVT-054-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-11 | EVT-054-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-16 | EVT-054-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-21 | EVT-054-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-26 | EVT-054-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-31 | EVT-054-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-05 | EVT-054-084-31 | buyer | security review remains seller-owned"", ""2026-11-10 | EVT-054-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-15 | EVT-054-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-20 | EVT-054-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-054-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005420003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""consent_conflict"""
+decision,reason,"""SBP-054-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-17"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/085_sbp-054-05_11_risks.eml b/task_files/sb100-054-redwood-churn-save/11_risks/085_sbp-054-05_11_risks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..2ca420c6658b407aa61ed19b10d5d87dbc39e7ab
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/085_sbp-054-05_11_risks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-05 / 11_risks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-05",
+    "account_name": "Evergreen Services",
+    "salesforce_account_id": "001SB054000004",
+    "salesforce_opportunity_id": "006SB054000004",
+    "hubspot_company_id": "8005410004",
+    "hubspot_deal_id": "8005420004",
+    "gong_evidence_id": "GE-054-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "11_risks",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Evergreen Services",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 549278,
+    "stage": "Prospecting",
+    "close_date": "2026-11-20",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-054-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-054-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-054-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-054-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-054-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-054-085-6 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-054-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-054-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-054-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-054-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-054-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-054-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-054-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-054-085-14 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-054-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-054-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-054-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-054-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-054-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-054-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-054-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-054-085-22 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-054-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-054-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-054-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-054-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-054-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-054-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-054-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-054-085-30 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-054-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-054-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-16 | EVT-054-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-21 | EVT-054-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000004",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-05 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-18"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/086_sbp-054-06_11_risks.xml b/task_files/sb100-054-redwood-churn-save/11_risks/086_sbp-054-06_11_risks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..5eca1e6fc85c80311d86cc14accaa8636f0a7176
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/086_sbp-054-06_11_risks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-06",
+  "account_name": "Foxglove Ventures",
+  "salesforce_account_id": "001SB054000005",
+  "salesforce_opportunity_id": "006SB054000005",
+  "hubspot_company_id": "8005410005",
+  "hubspot_deal_id": "8005420005",
+  "gong_evidence_id": "GE-054-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "11_risks",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Foxglove Ventures",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 686391,
+  "stage": "Technical Validation",
+  "close_date": "2026-11-27",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-10 | EVT-054-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-15 | EVT-054-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-20 | EVT-054-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-25 | EVT-054-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-30 | EVT-054-086-5 | buyer | security review remains seller-owned",
+    "2026-07-05 | EVT-054-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-10 | EVT-054-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-15 | EVT-054-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-20 | EVT-054-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-25 | EVT-054-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-30 | EVT-054-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-04 | EVT-054-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-09 | EVT-054-086-13 | buyer | security review remains seller-owned",
+    "2026-08-14 | EVT-054-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-19 | EVT-054-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-24 | EVT-054-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-29 | EVT-054-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-03 | EVT-054-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-08 | EVT-054-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-13 | EVT-054-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-18 | EVT-054-086-21 | buyer | security review remains seller-owned",
+    "2026-09-23 | EVT-054-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-28 | EVT-054-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-03 | EVT-054-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-08 | EVT-054-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-13 | EVT-054-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-18 | EVT-054-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-23 | EVT-054-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-28 | EVT-054-086-29 | buyer | security review remains seller-owned",
+    "2026-11-02 | EVT-054-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-07 | EVT-054-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-12 | EVT-054-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-17 | EVT-054-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-22 | EVT-054-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-054-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8005420005",
+  "authorized_field": "renewal_risk",
+  "current_value": "unreviewed",
+  "required_value": "stage_evidence_gap",
+  "reason": "SBP-054-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-19"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/087_sbp-054-07_11_risks.html b/task_files/sb100-054-redwood-churn-save/11_risks/087_sbp-054-07_11_risks.html
new file mode 100644
index 0000000000000000000000000000000000000000..9f7739a037b805d1412d87bef564d4d6a7cf2307
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/087_sbp-054-07_11_risks.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Enterprises&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;11_risks&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Enterprises&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 823504,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-04&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-11 | EVT-054-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-16 | EVT-054-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-21 | EVT-054-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-26 | EVT-054-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-01 | EVT-054-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-06 | EVT-054-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-11 | EVT-054-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-16 | EVT-054-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-21 | EVT-054-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-26 | EVT-054-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-31 | EVT-054-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-05 | EVT-054-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-10 | EVT-054-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-15 | EVT-054-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-20 | EVT-054-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-25 | EVT-054-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-30 | EVT-054-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-04 | EVT-054-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-09 | EVT-054-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-14 | EVT-054-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-19 | EVT-054-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-24 | EVT-054-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-29 | EVT-054-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-04 | EVT-054-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-09 | EVT-054-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-14 | EVT-054-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-19 | EVT-054-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-24 | EVT-054-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-29 | EVT-054-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-03 | EVT-054-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-08 | EVT-054-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-13 | EVT-054-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-18 | EVT-054-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-23 | EVT-054-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-054-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB054000006&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;support_recovery&quot;,
+    &quot;reason&quot;: &quot;SBP-054-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-14&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>
diff --git a/task_files/sb100-054-redwood-churn-save/11_risks/088_sbp-054-08_11_risks.md b/task_files/sb100-054-redwood-churn-save/11_risks/088_sbp-054-08_11_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..a36a10a024e259d9e099b86c3c5e71e5d586b4c4
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/11_risks/088_sbp-054-08_11_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-08",
+    "account_name": "Harbor Cooperative",
+    "salesforce_account_id": "001SB054000007",
+    "salesforce_opportunity_id": "006SB054000007",
+    "hubspot_company_id": "8005410007",
+    "hubspot_deal_id": "8005420007",
+    "gong_evidence_id": "GE-054-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "11_risks",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Harbor Cooperative",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 960617,
+    "stage": "Technical Validation",
+    "close_date": "2026-12-11",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-054-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-054-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-054-088-3 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-054-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-054-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-054-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-054-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-054-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-054-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-054-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-054-088-11 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-054-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-054-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-054-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-054-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-054-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-054-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-054-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-054-088-19 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-054-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-054-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-054-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-054-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-054-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-054-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-054-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-054-088-27 | buyer | security review remains seller-owned",
+      "2026-10-25 | EVT-054-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-054-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-054-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-054-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-14 | EVT-054-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-19 | EVT-054-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-24 | EVT-054-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-054-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-054-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/089_sbp-054-09_12_deliverables.md b/task_files/sb100-054-redwood-churn-save/12_deliverables/089_sbp-054-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..618c13b2b2a9fe4cd49c4727904ca501f0992c7a
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/089_sbp-054-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-09",
+    "account_name": "Indigo Platform",
+    "salesforce_account_id": "001SB054000008",
+    "salesforce_opportunity_id": "006SB054000008",
+    "hubspot_company_id": "8005410008",
+    "hubspot_deal_id": "8005420008",
+    "gong_evidence_id": "GE-054-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Indigo Platform",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1097730,
+    "stage": "Prospecting",
+    "close_date": "2026-09-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-054-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-054-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-054-089-2 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-054-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-054-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-054-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-054-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-054-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-054-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-054-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-054-089-10 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-054-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-054-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-054-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-054-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-054-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-054-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-054-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-054-089-18 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-054-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-054-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-054-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-054-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-054-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-054-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-054-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-054-089-26 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-054-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-054-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-054-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-054-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-054-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-054-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-054-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-25 | EVT-054-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-054-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-16"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/090_sbp-054-10_12_deliverables.txt b/task_files/sb100-054-redwood-churn-save/12_deliverables/090_sbp-054-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..367f1a2f5852127bec841c2377b1a67e832accee
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/090_sbp-054-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-10",
+    "account_name": "Juniper Corporation",
+    "salesforce_account_id": "001SB054000009",
+    "salesforce_opportunity_id": "006SB054000009",
+    "hubspot_company_id": "8005410009",
+    "hubspot_deal_id": "8005420009",
+    "gong_evidence_id": "GE-054-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Juniper Corporation",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1234843,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-054-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-054-090-1 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-054-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-054-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-054-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-054-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-054-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-054-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-054-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-054-090-9 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-054-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-054-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-054-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-054-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-054-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-054-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-054-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-054-090-17 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-054-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-054-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-054-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-054-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-054-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-054-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-054-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-054-090-25 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-054-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-054-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-054-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-054-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-054-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-054-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-054-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-054-090-33 | buyer | security review remains seller-owned",
+      "2026-11-26 | EVT-054-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000009",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "commercial_terms",
+    "reason": "SBP-054-10 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/091_sbp-054-11_12_deliverables.json b/task_files/sb100-054-redwood-churn-save/12_deliverables/091_sbp-054-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..f34aefbf2517ad9f0bb8b24dae7cb245ed67f546
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/091_sbp-054-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1371956,
+    "benchmark_company": "Redwood Collaboration",
+    "close_date": "2026-09-15",
+    "industry": "collaboration software",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Group",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8005420010",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-18",
+    "decision_code": "CHG-054-10",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-054-11 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "procurement_timing"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-15 | EVT-054-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-054-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-054-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-054-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-054-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-054-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-054-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-054-091-8 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-054-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-054-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-054-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-054-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-054-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-054-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-054-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-054-091-16 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-054-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-054-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-054-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-054-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-054-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-054-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-054-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-054-091-24 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-054-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-054-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-054-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-054-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-054-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-054-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-054-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-054-091-32 | seller | security review remains seller-owned",
+      "2026-11-22 | EVT-054-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-27 | EVT-054-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-054-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Group",
+    "as_of": "2026-09-11",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-054-11",
+    "hubspot_company_id": "8005410010",
+    "hubspot_deal_id": "8005420010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-054-11",
+    "salesforce_account_id": "001SB054000010",
+    "salesforce_opportunity_id": "006SB054000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-054-redwood-churn-save"
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/092_sbp-054-12_12_deliverables.csv b/task_files/sb100-054-redwood-churn-save/12_deliverables/092_sbp-054-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..11bab89b1eb9d05657bdef6c6f982c6bae4426a5
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/092_sbp-054-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-054-redwood-churn-save"""
+record_control,portfolio_key,"""SBP-054-12"""
+record_control,account_name,"""Lantern Holdings"""
+record_control,salesforce_account_id,"""001SB054000011"""
+record_control,salesforce_opportunity_id,"""006SB054000011"""
+record_control,hubspot_company_id,"""8005410011"""
+record_control,hubspot_deal_id,"""8005420011"""
+record_control,gong_evidence_id,"""GE-054-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-11"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Redwood Collaboration"""
+business_context,portfolio_account,"""Lantern Holdings"""
+business_context,industry,"""collaboration software"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Customer Success VP"""
+business_context,amount_usd,1509069
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-22"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-054-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-16 | EVT-054-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-054-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-054-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-054-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-054-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-054-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-054-092-7 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-054-092-8 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-054-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-054-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-054-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-054-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-054-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-054-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-054-092-15 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-054-092-16 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-054-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-054-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-054-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-054-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-054-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-054-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-054-092-23 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-054-092-24 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-054-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-054-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-24 | EVT-054-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-29 | EVT-054-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-03 | EVT-054-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-08 | EVT-054-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-13 | EVT-054-092-31 | buyer | security review remains seller-owned"", ""2026-11-18 | EVT-054-092-32 | seller | champion requested a revised mutual action plan"", ""2026-11-23 | EVT-054-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-28 | EVT-054-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-054-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-054-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-19"""
+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
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/093_sbp-054-13_12_deliverables.eml b/task_files/sb100-054-redwood-churn-save/12_deliverables/093_sbp-054-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c67064623422f53f9c6f881b1b61f8f48973ed5b
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/093_sbp-054-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-054-redwood-churn-save.example
+To: portfolio-review@sb100-054-redwood-churn-save.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-054-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-13",
+    "account_name": "Meridian Systems",
+    "salesforce_account_id": "001SB054000012",
+    "salesforce_opportunity_id": "006SB054000012",
+    "hubspot_company_id": "8005410012",
+    "hubspot_deal_id": "8005420012",
+    "gong_evidence_id": "GE-054-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Meridian Systems",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 1646182,
+    "stage": "Prospecting",
+    "close_date": "2026-09-29",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-054-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-054-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-054-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-054-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-054-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-054-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-054-093-6 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-054-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-054-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-054-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-054-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-054-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-054-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-054-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-054-093-14 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-054-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-054-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-054-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-054-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-054-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-054-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-054-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-054-093-22 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-054-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-054-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-054-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-054-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-054-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-054-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-054-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-054-093-30 | seller | security review remains seller-owned",
+      "2026-11-14 | EVT-054-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-19 | EVT-054-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-24 | EVT-054-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-29 | EVT-054-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB054000012",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-054-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/094_sbp-054-14_12_deliverables.xml b/task_files/sb100-054-redwood-churn-save/12_deliverables/094_sbp-054-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..a4bedcbaeca8ffb856d947c44d840ac2ec9d4174
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/094_sbp-054-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-054-redwood-churn-save",
+  "portfolio_key": "SBP-054-14",
+  "account_name": "Northstar Partners",
+  "salesforce_account_id": "001SB054000013",
+  "salesforce_opportunity_id": "006SB054000013",
+  "hubspot_company_id": "8005410013",
+  "hubspot_deal_id": "8005420013",
+  "gong_evidence_id": "GE-054-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-11",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Redwood Collaboration",
+  "portfolio_account": "Northstar Partners",
+  "industry": "collaboration software",
+  "region": "EMEA",
+  "requester": "Customer Success VP",
+  "amount_usd": 1783295,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-06",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-054-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-18 | EVT-054-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-23 | EVT-054-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-28 | EVT-054-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-03 | EVT-054-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-08 | EVT-054-094-5 | buyer | security review remains seller-owned",
+    "2026-07-13 | EVT-054-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-18 | EVT-054-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-23 | EVT-054-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-28 | EVT-054-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-02 | EVT-054-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-07 | EVT-054-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-12 | EVT-054-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-17 | EVT-054-094-13 | buyer | security review remains seller-owned",
+    "2026-08-22 | EVT-054-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-27 | EVT-054-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-09-01 | EVT-054-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-06 | EVT-054-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-11 | EVT-054-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-16 | EVT-054-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-21 | EVT-054-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-26 | EVT-054-094-21 | buyer | security review remains seller-owned",
+    "2026-10-01 | EVT-054-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-06 | EVT-054-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-11 | EVT-054-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-16 | EVT-054-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-21 | EVT-054-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-26 | EVT-054-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-31 | EVT-054-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-05 | EVT-054-094-29 | buyer | security review remains seller-owned",
+    "2026-11-10 | EVT-054-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-15 | EVT-054-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-20 | EVT-054-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-25 | EVT-054-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-30 | EVT-054-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-054-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-054-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-15"
+}]]></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>
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/095_sbp-054-15_12_deliverables.html b/task_files/sb100-054-redwood-churn-save/12_deliverables/095_sbp-054-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..1abb20cefbf7dc729aacdf3e30c96c183b2ba039
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/095_sbp-054-15_12_deliverables.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;sb100-054-redwood-churn-save&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-054-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Networks&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB054000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB054000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005410014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005420014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-054-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-11&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Redwood Collaboration&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Networks&quot;,
+    &quot;industry&quot;: &quot;collaboration software&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Customer Success VP&quot;,
+    &quot;amount_usd&quot;: 1920408,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-13&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-054-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-19 | EVT-054-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-24 | EVT-054-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-29 | EVT-054-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-04 | EVT-054-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-09 | EVT-054-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-14 | EVT-054-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-19 | EVT-054-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-24 | EVT-054-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-29 | EVT-054-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-03 | EVT-054-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-08 | EVT-054-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-13 | EVT-054-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-18 | EVT-054-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-23 | EVT-054-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-28 | EVT-054-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-02 | EVT-054-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-07 | EVT-054-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-12 | EVT-054-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-17 | EVT-054-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-22 | EVT-054-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-27 | EVT-054-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-02 | EVT-054-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-07 | EVT-054-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-12 | EVT-054-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-17 | EVT-054-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-22 | EVT-054-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-27 | EVT-054-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-11-01 | EVT-054-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-06 | EVT-054-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-11 | EVT-054-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-16 | EVT-054-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-21 | EVT-054-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-26 | EVT-054-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-12-01 | EVT-054-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-054-15&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-054-15 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;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-16&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>
diff --git a/task_files/sb100-054-redwood-churn-save/12_deliverables/096_sbp-054-16_12_deliverables.md b/task_files/sb100-054-redwood-churn-save/12_deliverables/096_sbp-054-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..4fe6893bf32ef4048fdee416b32c7cfaae53a2f4
--- /dev/null
+++ b/task_files/sb100-054-redwood-churn-save/12_deliverables/096_sbp-054-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-054-redwood-churn-save",
+    "portfolio_key": "SBP-054-16",
+    "account_name": "Palisade Labs",
+    "salesforce_account_id": "001SB054000015",
+    "salesforce_opportunity_id": "006SB054000015",
+    "hubspot_company_id": "8005410015",
+    "hubspot_deal_id": "8005420015",
+    "gong_evidence_id": "GE-054-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-11",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Redwood Collaboration",
+    "portfolio_account": "Palisade Labs",
+    "industry": "collaboration software",
+    "region": "EMEA",
+    "requester": "Customer Success VP",
+    "amount_usd": 2057521,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-20",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-054-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-054-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-06 | EVT-054-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-11 | EVT-054-096-3 | buyer | security review remains seller-owned",
+      "2026-05-16 | EVT-054-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-054-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-054-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-054-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-054-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-054-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-054-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-054-096-11 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-054-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-054-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-054-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-054-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-054-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-054-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-054-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-054-096-19 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-054-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-054-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-054-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-054-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-054-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-054-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-054-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-054-096-27 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-054-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-054-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-054-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-054-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-054-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-054-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-054-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-054-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005420015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-054-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-17"
+  },
+  "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/001_sbp-058-01_01_contracts.md b/task_files/sb100-058-vista-auto-renewal/01_contracts/001_sbp-058-01_01_contracts.md
new file mode 100644
index 0000000000000000000000000000000000000000..f615c0e861f37bc785039d038f8d813bc748ed56
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/001_sbp-058-01_01_contracts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB058000000",
+    "salesforce_opportunity_id": "006SB058000000",
+    "hubspot_company_id": "8005810000",
+    "hubspot_deal_id": "8005820000",
+    "gong_evidence_id": "GE-058-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_contracts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 335702,
+    "stage": "Proposal",
+    "close_date": "2026-10-27",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-058-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-15 | EVT-058-001-2 | seller | security review remains seller-owned",
+      "2026-05-20 | EVT-058-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-058-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-058-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-058-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-058-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-058-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-058-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-058-001-10 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-058-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-058-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-058-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-058-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-058-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-058-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-058-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-058-001-18 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-058-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-058-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-058-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-058-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-058-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-058-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-058-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-058-001-26 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-058-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-058-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-058-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-058-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-058-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-058-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-058-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-058-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/002_sbp-058-02_01_contracts.txt b/task_files/sb100-058-vista-auto-renewal/01_contracts/002_sbp-058-02_01_contracts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a038701e166f183abe6304b921702738a4fc9fec
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/002_sbp-058-02_01_contracts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB058000001",
+    "salesforce_opportunity_id": "006SB058000001",
+    "hubspot_company_id": "8005810001",
+    "hubspot_deal_id": "8005820001",
+    "gong_evidence_id": "GE-058-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_contracts",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 472815,
+    "stage": "Qualification",
+    "close_date": "2026-11-03",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-058-002-1 | buyer | security review remains seller-owned",
+      "2026-05-16 | EVT-058-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-058-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-058-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-058-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-058-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-058-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-058-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-058-002-9 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-058-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-058-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-058-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-058-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-058-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-058-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-058-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-058-002-17 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-058-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-058-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-058-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-058-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-058-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-058-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-058-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-058-002-25 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-058-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-058-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-058-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-058-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-058-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-058-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-058-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-058-002-33 | buyer | security review remains seller-owned",
+      "2026-10-23 | EVT-058-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/003_sbp-058-03_01_contracts.json b/task_files/sb100-058-vista-auto-renewal/01_contracts/003_sbp-058-03_01_contracts.json
new file mode 100644
index 0000000000000000000000000000000000000000..ab869ead6c16c816d967bca351a6f0056fafab8a
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/003_sbp-058-03_01_contracts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 609928,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-11-10",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB058000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-058-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.",
+    "required_value": "support_recovery"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-12 | EVT-058-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-058-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-058-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-058-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-058-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-058-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-058-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-058-003-8 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-058-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-058-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-058-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-058-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-058-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-058-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-058-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-058-003-16 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-058-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-058-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-058-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-058-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-058-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-058-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-058-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-058-003-24 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-058-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-058-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-058-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-058-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-058-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-058-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-058-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-058-003-32 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-058-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-058-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "01_contracts",
+    "gong_evidence_id": "GE-058-03",
+    "hubspot_company_id": "8005810002",
+    "hubspot_deal_id": "8005820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-03",
+    "salesforce_account_id": "001SB058000002",
+    "salesforce_opportunity_id": "006SB058000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/004_sbp-058-04_01_contracts.csv b/task_files/sb100-058-vista-auto-renewal/01_contracts/004_sbp-058-04_01_contracts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..d09479f1eb22c006809098aeaa1b4747f097de82
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/004_sbp-058-04_01_contracts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB058000003"""
+record_control,salesforce_opportunity_id,"""006SB058000003"""
+record_control,hubspot_company_id,"""8005810003"""
+record_control,hubspot_deal_id,"""8005820003"""
+record_control,gong_evidence_id,"""GE-058-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""01_contracts"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,747041
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-17"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-13 | EVT-058-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-18 | EVT-058-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-23 | EVT-058-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-28 | EVT-058-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-02 | EVT-058-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-07 | EVT-058-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-12 | EVT-058-004-7 | buyer | security review remains seller-owned"", ""2026-06-17 | EVT-058-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-22 | EVT-058-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-27 | EVT-058-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-02 | EVT-058-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-07 | EVT-058-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-12 | EVT-058-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-17 | EVT-058-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-22 | EVT-058-004-15 | buyer | security review remains seller-owned"", ""2026-07-27 | EVT-058-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-01 | EVT-058-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-06 | EVT-058-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-11 | EVT-058-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-16 | EVT-058-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-21 | EVT-058-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-26 | EVT-058-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-31 | EVT-058-004-23 | buyer | security review remains seller-owned"", ""2026-09-05 | EVT-058-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-10 | EVT-058-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-15 | EVT-058-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-20 | EVT-058-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-25 | EVT-058-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-30 | EVT-058-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-05 | EVT-058-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-10 | EVT-058-004-31 | buyer | security review remains seller-owned"", ""2026-10-15 | EVT-058-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-20 | EVT-058-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-25 | EVT-058-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005820003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/005_sbp-058-05_01_contracts.eml b/task_files/sb100-058-vista-auto-renewal/01_contracts/005_sbp-058-05_01_contracts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..b81e4a1c632d977cd739ab4b9c691ebef6cc8de3
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/005_sbp-058-05_01_contracts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-05 / 01_contracts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB058000004",
+    "salesforce_opportunity_id": "006SB058000004",
+    "hubspot_company_id": "8005810004",
+    "hubspot_deal_id": "8005820004",
+    "gong_evidence_id": "GE-058-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_contracts",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Evergreen Group",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 884154,
+    "stage": "Proposal",
+    "close_date": "2026-11-24",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-058-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-19 | EVT-058-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-24 | EVT-058-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-29 | EVT-058-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-058-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-058-005-6 | seller | security review remains seller-owned",
+      "2026-06-13 | EVT-058-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-058-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-058-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-058-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-058-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-058-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-058-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-058-005-14 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-058-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-058-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-058-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-058-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-058-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-058-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-058-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-058-005-22 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-058-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-058-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-058-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-058-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-058-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-058-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-058-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-058-005-30 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-058-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-058-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-058-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-058-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-05",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/006_sbp-058-06_01_contracts.xml b/task_files/sb100-058-vista-auto-renewal/01_contracts/006_sbp-058-06_01_contracts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..921a190870e5895ceda834e8eb4e9e1a3e42e7f5
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/006_sbp-058-06_01_contracts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB058000005",
+  "salesforce_opportunity_id": "006SB058000005",
+  "hubspot_company_id": "8005810005",
+  "hubspot_deal_id": "8005820005",
+  "gong_evidence_id": "GE-058-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "01_contracts",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 1021267,
+  "stage": "Qualification",
+  "close_date": "2026-12-01",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-15 | EVT-058-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-20 | EVT-058-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-25 | EVT-058-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-30 | EVT-058-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-04 | EVT-058-006-5 | buyer | security review remains seller-owned",
+    "2026-06-09 | EVT-058-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-14 | EVT-058-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-19 | EVT-058-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-24 | EVT-058-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-29 | EVT-058-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-04 | EVT-058-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-09 | EVT-058-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-14 | EVT-058-006-13 | buyer | security review remains seller-owned",
+    "2026-07-19 | EVT-058-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-24 | EVT-058-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-29 | EVT-058-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-03 | EVT-058-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-08 | EVT-058-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-13 | EVT-058-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-18 | EVT-058-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-23 | EVT-058-006-21 | buyer | security review remains seller-owned",
+    "2026-08-28 | EVT-058-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-02 | EVT-058-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-07 | EVT-058-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-12 | EVT-058-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-17 | EVT-058-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-22 | EVT-058-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-27 | EVT-058-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-02 | EVT-058-006-29 | buyer | security review remains seller-owned",
+    "2026-10-07 | EVT-058-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-12 | EVT-058-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-17 | EVT-058-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-22 | EVT-058-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-27 | EVT-058-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-058-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB058000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "commercial_terms",
+  "reason": "SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/007_sbp-058-07_01_contracts.html b/task_files/sb100-058-vista-auto-renewal/01_contracts/007_sbp-058-07_01_contracts.html
new file mode 100644
index 0000000000000000000000000000000000000000..37343c656f5c072267763492edc5003414ca11b1
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/007_sbp-058-07_01_contracts.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;01_contracts&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 1158380,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-12-08&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-16 | EVT-058-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-21 | EVT-058-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-26 | EVT-058-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-31 | EVT-058-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-05 | EVT-058-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-10 | EVT-058-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-15 | EVT-058-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-20 | EVT-058-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-25 | EVT-058-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-30 | EVT-058-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-05 | EVT-058-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-10 | EVT-058-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-15 | EVT-058-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-20 | EVT-058-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-25 | EVT-058-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-30 | EVT-058-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-04 | EVT-058-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-09 | EVT-058-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-14 | EVT-058-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-19 | EVT-058-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-24 | EVT-058-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-29 | EVT-058-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-03 | EVT-058-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-08 | EVT-058-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-13 | EVT-058-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-18 | EVT-058-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-23 | EVT-058-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-28 | EVT-058-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-03 | EVT-058-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-08 | EVT-058-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-13 | EVT-058-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-18 | EVT-058-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-23 | EVT-058-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-28 | EVT-058-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8005820006&quot;,
+    &quot;authorized_field&quot;: &quot;renewal_risk&quot;,
+    &quot;current_value&quot;: &quot;unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/01_contracts/008_sbp-058-08_01_contracts.md b/task_files/sb100-058-vista-auto-renewal/01_contracts/008_sbp-058-08_01_contracts.md
new file mode 100644
index 0000000000000000000000000000000000000000..87ee46863f4333184a57d363e6813ccb37b5be67
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/01_contracts/008_sbp-058-08_01_contracts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB058000007",
+    "salesforce_opportunity_id": "006SB058000007",
+    "hubspot_company_id": "8005810007",
+    "hubspot_deal_id": "8005820007",
+    "gong_evidence_id": "GE-058-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_contracts",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Harbor Partners",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1295493,
+    "stage": "Qualification",
+    "close_date": "2026-12-15",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-058-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-058-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-058-008-3 | buyer | security review remains seller-owned",
+      "2026-06-01 | EVT-058-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-058-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-058-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-058-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-058-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-058-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-058-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-058-008-11 | buyer | security review remains seller-owned",
+      "2026-07-11 | EVT-058-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-058-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-058-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-058-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-058-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-058-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-058-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-058-008-19 | buyer | security review remains seller-owned",
+      "2026-08-20 | EVT-058-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-058-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-058-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-058-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-058-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-058-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-058-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-058-008-27 | buyer | security review remains seller-owned",
+      "2026-09-29 | EVT-058-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-058-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-058-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-058-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-058-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-058-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-058-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000007",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/009_sbp-058-09_02_subscriptions.md b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/009_sbp-058-09_02_subscriptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..e6d074672e031c2eec3aad3eeb35b5cf5cc5ade6
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/009_sbp-058-09_02_subscriptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB058000008",
+    "salesforce_opportunity_id": "006SB058000008",
+    "hubspot_company_id": "8005810008",
+    "hubspot_deal_id": "8005820008",
+    "gong_evidence_id": "GE-058-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_subscriptions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Indigo Networks",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1432606,
+    "stage": "Proposal",
+    "close_date": "2026-09-05",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-058-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-23 | EVT-058-009-2 | seller | security review remains seller-owned",
+      "2026-05-28 | EVT-058-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-058-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-058-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-058-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-058-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-058-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-058-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-058-009-10 | seller | security review remains seller-owned",
+      "2026-07-07 | EVT-058-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-058-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-058-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-058-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-058-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-058-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-058-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-058-009-18 | seller | security review remains seller-owned",
+      "2026-08-16 | EVT-058-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-058-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-058-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-058-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-058-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-058-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-058-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-058-009-26 | seller | security review remains seller-owned",
+      "2026-09-25 | EVT-058-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-058-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-058-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-058-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-058-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-058-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-058-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-058-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/010_sbp-058-10_02_subscriptions.txt b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/010_sbp-058-10_02_subscriptions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..30ff2e055dd26aa4e45982cbde604ecf02bb2c54
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/010_sbp-058-10_02_subscriptions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB058000009",
+    "salesforce_opportunity_id": "006SB058000009",
+    "hubspot_company_id": "8005810009",
+    "hubspot_deal_id": "8005820009",
+    "gong_evidence_id": "GE-058-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_subscriptions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Juniper Labs",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1569719,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-058-010-1 | buyer | security review remains seller-owned",
+      "2026-05-24 | EVT-058-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-058-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-058-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-058-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-058-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-058-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-058-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-058-010-9 | buyer | security review remains seller-owned",
+      "2026-07-03 | EVT-058-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-058-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-058-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-058-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-058-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-058-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-058-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-058-010-17 | buyer | security review remains seller-owned",
+      "2026-08-12 | EVT-058-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-058-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-058-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-058-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-058-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-058-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-058-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-058-010-25 | buyer | security review remains seller-owned",
+      "2026-09-21 | EVT-058-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-058-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-058-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-058-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-058-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-058-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-058-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-058-010-33 | buyer | security review remains seller-owned",
+      "2026-10-31 | EVT-058-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/011_sbp-058-11_02_subscriptions.json b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/011_sbp-058-11_02_subscriptions.json
new file mode 100644
index 0000000000000000000000000000000000000000..1319ce37f0beca43a3bd0162348b180422de2843
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/011_sbp-058-11_02_subscriptions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1706832,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-09-19",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-03",
+    "decision_code": "HOLD-058-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-20 | EVT-058-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-058-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-058-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-058-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-058-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-058-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-058-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-058-011-8 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-058-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-058-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-058-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-058-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-058-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-058-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-058-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-058-011-16 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-058-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-058-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-058-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-058-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-058-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-058-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-058-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-058-011-24 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-058-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-058-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-058-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-058-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-058-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-058-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-058-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-058-011-32 | seller | security review remains seller-owned",
+      "2026-10-27 | EVT-058-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-058-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "02_subscriptions",
+    "gong_evidence_id": "GE-058-11",
+    "hubspot_company_id": "8005810010",
+    "hubspot_deal_id": "8005820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-11",
+    "salesforce_account_id": "001SB058000010",
+    "salesforce_opportunity_id": "006SB058000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/012_sbp-058-12_02_subscriptions.csv b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/012_sbp-058-12_02_subscriptions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..2dc4bd458ff086f0d0ac89e4c6e8d038ad1a6dd9
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/012_sbp-058-12_02_subscriptions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB058000011"""
+record_control,salesforce_opportunity_id,"""006SB058000011"""
+record_control,hubspot_company_id,"""8005810011"""
+record_control,hubspot_deal_id,"""8005820011"""
+record_control,gong_evidence_id,"""GE-058-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""02_subscriptions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,1843945
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-26"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-21 | EVT-058-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-26 | EVT-058-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-31 | EVT-058-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-05 | EVT-058-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-10 | EVT-058-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-15 | EVT-058-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-20 | EVT-058-012-7 | buyer | security review remains seller-owned"", ""2026-06-25 | EVT-058-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-30 | EVT-058-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-05 | EVT-058-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-10 | EVT-058-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-15 | EVT-058-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-20 | EVT-058-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-25 | EVT-058-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-30 | EVT-058-012-15 | buyer | security review remains seller-owned"", ""2026-08-04 | EVT-058-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-09 | EVT-058-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-14 | EVT-058-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-19 | EVT-058-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-24 | EVT-058-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-29 | EVT-058-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-03 | EVT-058-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-08 | EVT-058-012-23 | buyer | security review remains seller-owned"", ""2026-09-13 | EVT-058-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-18 | EVT-058-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-23 | EVT-058-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-28 | EVT-058-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-03 | EVT-058-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-08 | EVT-058-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-13 | EVT-058-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-18 | EVT-058-012-31 | buyer | security review remains seller-owned"", ""2026-10-23 | EVT-058-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-28 | EVT-058-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-02 | EVT-058-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB058000011"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/013_sbp-058-13_02_subscriptions.eml b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/013_sbp-058-13_02_subscriptions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..5b9c5f13faea560e9398167d3b1f0a9b92e1d7db
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/013_sbp-058-13_02_subscriptions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-13 / 02_subscriptions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB058000012",
+    "salesforce_opportunity_id": "006SB058000012",
+    "hubspot_company_id": "8005810012",
+    "hubspot_deal_id": "8005820012",
+    "gong_evidence_id": "GE-058-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_subscriptions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Meridian Works",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1981058,
+    "stage": "Proposal",
+    "close_date": "2026-10-03",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-058-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-058-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-058-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-058-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-058-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-058-013-6 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-058-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-058-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-058-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-058-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-058-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-058-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-058-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-058-013-14 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-058-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-058-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-058-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-058-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-058-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-058-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-058-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-058-013-22 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-058-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-058-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-058-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-058-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-058-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-058-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-058-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-058-013-30 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-058-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-058-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-058-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-058-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/014_sbp-058-14_02_subscriptions.xml b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/014_sbp-058-14_02_subscriptions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..f28019299456231db0dcc515b3d98e84e04b21e1
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/014_sbp-058-14_02_subscriptions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB058000013",
+  "salesforce_opportunity_id": "006SB058000013",
+  "hubspot_company_id": "8005810013",
+  "hubspot_deal_id": "8005820013",
+  "gong_evidence_id": "GE-058-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "02_subscriptions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 2118171,
+  "stage": "Qualification",
+  "close_date": "2026-10-10",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-23 | EVT-058-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-28 | EVT-058-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-02 | EVT-058-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-07 | EVT-058-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-12 | EVT-058-014-5 | buyer | security review remains seller-owned",
+    "2026-06-17 | EVT-058-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-22 | EVT-058-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-27 | EVT-058-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-02 | EVT-058-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-07 | EVT-058-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-12 | EVT-058-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-17 | EVT-058-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-22 | EVT-058-014-13 | buyer | security review remains seller-owned",
+    "2026-07-27 | EVT-058-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-01 | EVT-058-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-06 | EVT-058-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-11 | EVT-058-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-16 | EVT-058-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-21 | EVT-058-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-26 | EVT-058-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-31 | EVT-058-014-21 | buyer | security review remains seller-owned",
+    "2026-09-05 | EVT-058-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-10 | EVT-058-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-15 | EVT-058-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-20 | EVT-058-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-25 | EVT-058-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-30 | EVT-058-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-05 | EVT-058-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-10 | EVT-058-014-29 | buyer | security review remains seller-owned",
+    "2026-10-15 | EVT-058-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-20 | EVT-058-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-25 | EVT-058-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-30 | EVT-058-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-04 | EVT-058-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-058-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-058-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/015_sbp-058-15_02_subscriptions.html b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/015_sbp-058-15_02_subscriptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..004b81911ebb36de59b1908a07586d89abf165de
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/015_sbp-058-15_02_subscriptions.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;02_subscriptions&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 2255284,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-17&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-24 | EVT-058-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-29 | EVT-058-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-03 | EVT-058-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-08 | EVT-058-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-13 | EVT-058-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-18 | EVT-058-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-23 | EVT-058-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-28 | EVT-058-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-03 | EVT-058-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-08 | EVT-058-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-13 | EVT-058-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-18 | EVT-058-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-23 | EVT-058-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-28 | EVT-058-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-02 | EVT-058-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-07 | EVT-058-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-12 | EVT-058-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-17 | EVT-058-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-22 | EVT-058-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-27 | EVT-058-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-01 | EVT-058-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-06 | EVT-058-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-11 | EVT-058-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-16 | EVT-058-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-21 | EVT-058-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-26 | EVT-058-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-01 | EVT-058-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-06 | EVT-058-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-11 | EVT-058-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-16 | EVT-058-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-21 | EVT-058-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-26 | EVT-058-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-31 | EVT-058-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-05 | EVT-058-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB058000014&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/02_subscriptions/016_sbp-058-16_02_subscriptions.md b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/016_sbp-058-16_02_subscriptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..cd0a56a388f182f7d315ecaf45ab8d0832ac6654
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/02_subscriptions/016_sbp-058-16_02_subscriptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB058000015",
+    "salesforce_opportunity_id": "006SB058000015",
+    "hubspot_company_id": "8005810015",
+    "hubspot_deal_id": "8005820015",
+    "gong_evidence_id": "GE-058-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_subscriptions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 2392397,
+    "stage": "Qualification",
+    "close_date": "2026-10-24",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-058-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-30 | EVT-058-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-058-016-3 | buyer | security review remains seller-owned",
+      "2026-06-09 | EVT-058-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-058-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-058-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-058-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-058-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-058-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-058-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-058-016-11 | buyer | security review remains seller-owned",
+      "2026-07-19 | EVT-058-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-058-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-058-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-058-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-058-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-058-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-058-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-058-016-19 | buyer | security review remains seller-owned",
+      "2026-08-28 | EVT-058-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-058-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-058-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-058-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-058-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-058-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-058-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-058-016-27 | buyer | security review remains seller-owned",
+      "2026-10-07 | EVT-058-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-058-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-058-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-058-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-058-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-058-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-058-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/017_sbp-058-01_03_salesforce_renewals.md b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/017_sbp-058-01_03_salesforce_renewals.md
new file mode 100644
index 0000000000000000000000000000000000000000..6274f270e9f64bfe52f24a099ef53018fc758c5d
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/017_sbp-058-01_03_salesforce_renewals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB058000000",
+    "salesforce_opportunity_id": "006SB058000000",
+    "hubspot_company_id": "8005810000",
+    "hubspot_deal_id": "8005820000",
+    "gong_evidence_id": "GE-058-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 335702,
+    "stage": "Proposal",
+    "close_date": "2026-10-27",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-058-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-058-017-2 | seller | security review remains seller-owned",
+      "2026-06-05 | EVT-058-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-058-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-058-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-058-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-058-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-058-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-058-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-058-017-10 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-058-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-058-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-058-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-058-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-058-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-058-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-058-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-058-017-18 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-058-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-058-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-058-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-058-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-058-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-058-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-058-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-058-017-26 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-058-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-058-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-058-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-058-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-058-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-058-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-058-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-058-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/018_sbp-058-02_03_salesforce_renewals.txt b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/018_sbp-058-02_03_salesforce_renewals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..bdd9c16c74406e045a484185695854a0386896fc
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/018_sbp-058-02_03_salesforce_renewals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB058000001",
+    "salesforce_opportunity_id": "006SB058000001",
+    "hubspot_company_id": "8005810001",
+    "hubspot_deal_id": "8005820001",
+    "gong_evidence_id": "GE-058-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 472815,
+    "stage": "Qualification",
+    "close_date": "2026-11-03",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-058-018-1 | buyer | security review remains seller-owned",
+      "2026-06-01 | EVT-058-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-058-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-058-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-058-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-058-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-058-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-058-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-058-018-9 | buyer | security review remains seller-owned",
+      "2026-07-11 | EVT-058-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-058-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-058-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-058-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-058-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-058-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-058-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-058-018-17 | buyer | security review remains seller-owned",
+      "2026-08-20 | EVT-058-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-058-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-058-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-058-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-058-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-058-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-058-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-058-018-25 | buyer | security review remains seller-owned",
+      "2026-09-29 | EVT-058-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-058-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-058-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-058-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-058-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-058-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-058-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-058-018-33 | buyer | security review remains seller-owned",
+      "2026-11-08 | EVT-058-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/019_sbp-058-03_03_salesforce_renewals.json b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/019_sbp-058-03_03_salesforce_renewals.json
new file mode 100644
index 0000000000000000000000000000000000000000..bc49ec64822bdc06bca3da9da341e089c5d077e9
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/019_sbp-058-03_03_salesforce_renewals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 609928,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-11-10",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB058000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-058-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.",
+    "required_value": "support_recovery"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-28 | EVT-058-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-058-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-058-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-058-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-058-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-058-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-058-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-058-019-8 | seller | security review remains seller-owned",
+      "2026-07-07 | EVT-058-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-058-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-058-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-058-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-058-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-058-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-058-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-058-019-16 | seller | security review remains seller-owned",
+      "2026-08-16 | EVT-058-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-058-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-058-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-058-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-058-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-058-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-058-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-058-019-24 | seller | security review remains seller-owned",
+      "2026-09-25 | EVT-058-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-058-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-058-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-058-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-058-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-058-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-058-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-058-019-32 | seller | security review remains seller-owned",
+      "2026-11-04 | EVT-058-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-09 | EVT-058-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "03_salesforce_renewals",
+    "gong_evidence_id": "GE-058-03",
+    "hubspot_company_id": "8005810002",
+    "hubspot_deal_id": "8005820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-03",
+    "salesforce_account_id": "001SB058000002",
+    "salesforce_opportunity_id": "006SB058000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/020_sbp-058-04_03_salesforce_renewals.csv b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/020_sbp-058-04_03_salesforce_renewals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..7affb7f189237ccb708fd77dda247244694b51d4
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/020_sbp-058-04_03_salesforce_renewals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB058000003"""
+record_control,salesforce_opportunity_id,"""006SB058000003"""
+record_control,hubspot_company_id,"""8005810003"""
+record_control,hubspot_deal_id,"""8005820003"""
+record_control,gong_evidence_id,"""GE-058-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""03_salesforce_renewals"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,747041
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-17"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-29 | EVT-058-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-03 | EVT-058-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-08 | EVT-058-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-13 | EVT-058-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-18 | EVT-058-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-23 | EVT-058-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-28 | EVT-058-020-7 | buyer | security review remains seller-owned"", ""2026-07-03 | EVT-058-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-08 | EVT-058-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-13 | EVT-058-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-18 | EVT-058-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-23 | EVT-058-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-28 | EVT-058-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-02 | EVT-058-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-07 | EVT-058-020-15 | buyer | security review remains seller-owned"", ""2026-08-12 | EVT-058-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-17 | EVT-058-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-22 | EVT-058-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-27 | EVT-058-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-01 | EVT-058-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-06 | EVT-058-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-11 | EVT-058-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-16 | EVT-058-020-23 | buyer | security review remains seller-owned"", ""2026-09-21 | EVT-058-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-26 | EVT-058-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-01 | EVT-058-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-06 | EVT-058-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-11 | EVT-058-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-16 | EVT-058-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-21 | EVT-058-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-26 | EVT-058-020-31 | buyer | security review remains seller-owned"", ""2026-10-31 | EVT-058-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-05 | EVT-058-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-10 | EVT-058-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005820003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/021_sbp-058-05_03_salesforce_renewals.eml b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/021_sbp-058-05_03_salesforce_renewals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..ada886c35c949b7a807f665f81d515dc7409af28
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/021_sbp-058-05_03_salesforce_renewals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-05 / 03_salesforce_renewals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB058000004",
+    "salesforce_opportunity_id": "006SB058000004",
+    "hubspot_company_id": "8005810004",
+    "hubspot_deal_id": "8005820004",
+    "gong_evidence_id": "GE-058-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Evergreen Group",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 884154,
+    "stage": "Proposal",
+    "close_date": "2026-11-24",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-058-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-058-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-058-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-058-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-058-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-058-021-6 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-058-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-058-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-058-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-058-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-058-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-058-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-058-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-058-021-14 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-058-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-058-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-058-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-058-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-058-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-058-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-058-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-058-021-22 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-058-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-058-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-058-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-058-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-058-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-058-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-058-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-058-021-30 | seller | security review remains seller-owned",
+      "2026-10-27 | EVT-058-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-058-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-058-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-058-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-05",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/022_sbp-058-06_03_salesforce_renewals.xml b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/022_sbp-058-06_03_salesforce_renewals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..f5048455b4a93edbcbdac0790e6b2c2d446c591d
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/022_sbp-058-06_03_salesforce_renewals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB058000005",
+  "salesforce_opportunity_id": "006SB058000005",
+  "hubspot_company_id": "8005810005",
+  "hubspot_deal_id": "8005820005",
+  "gong_evidence_id": "GE-058-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "03_salesforce_renewals",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 1021267,
+  "stage": "Qualification",
+  "close_date": "2026-12-01",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-31 | EVT-058-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-05 | EVT-058-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-10 | EVT-058-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-15 | EVT-058-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-20 | EVT-058-022-5 | buyer | security review remains seller-owned",
+    "2026-06-25 | EVT-058-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-30 | EVT-058-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-05 | EVT-058-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-10 | EVT-058-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-15 | EVT-058-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-20 | EVT-058-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-25 | EVT-058-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-30 | EVT-058-022-13 | buyer | security review remains seller-owned",
+    "2026-08-04 | EVT-058-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-09 | EVT-058-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-14 | EVT-058-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-19 | EVT-058-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-24 | EVT-058-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-29 | EVT-058-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-03 | EVT-058-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-08 | EVT-058-022-21 | buyer | security review remains seller-owned",
+    "2026-09-13 | EVT-058-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-18 | EVT-058-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-23 | EVT-058-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-28 | EVT-058-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-03 | EVT-058-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-08 | EVT-058-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-13 | EVT-058-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-18 | EVT-058-022-29 | buyer | security review remains seller-owned",
+    "2026-10-23 | EVT-058-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-28 | EVT-058-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-02 | EVT-058-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-07 | EVT-058-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-12 | EVT-058-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-058-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB058000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "commercial_terms",
+  "reason": "SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/023_sbp-058-07_03_salesforce_renewals.html b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/023_sbp-058-07_03_salesforce_renewals.html
new file mode 100644
index 0000000000000000000000000000000000000000..be99c36c1bd10f3e7c98a0ab328d871c09d1cd3d
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/023_sbp-058-07_03_salesforce_renewals.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;03_salesforce_renewals&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 1158380,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-12-08&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-01 | EVT-058-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-06 | EVT-058-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-11 | EVT-058-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-16 | EVT-058-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-21 | EVT-058-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-26 | EVT-058-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-01 | EVT-058-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-06 | EVT-058-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-11 | EVT-058-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-16 | EVT-058-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-21 | EVT-058-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-26 | EVT-058-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-31 | EVT-058-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-05 | EVT-058-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-10 | EVT-058-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-15 | EVT-058-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-20 | EVT-058-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-25 | EVT-058-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-30 | EVT-058-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-04 | EVT-058-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-09 | EVT-058-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-14 | EVT-058-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-19 | EVT-058-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-24 | EVT-058-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-29 | EVT-058-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-04 | EVT-058-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-09 | EVT-058-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-14 | EVT-058-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-19 | EVT-058-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-24 | EVT-058-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-29 | EVT-058-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-03 | EVT-058-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-08 | EVT-058-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-13 | EVT-058-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8005820006&quot;,
+    &quot;authorized_field&quot;: &quot;renewal_risk&quot;,
+    &quot;current_value&quot;: &quot;unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/024_sbp-058-08_03_salesforce_renewals.md b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/024_sbp-058-08_03_salesforce_renewals.md
new file mode 100644
index 0000000000000000000000000000000000000000..1403a7ad21da557e92a5885b961a527e43e645a8
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/03_salesforce_renewals/024_sbp-058-08_03_salesforce_renewals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB058000007",
+    "salesforce_opportunity_id": "006SB058000007",
+    "hubspot_company_id": "8005810007",
+    "hubspot_deal_id": "8005820007",
+    "gong_evidence_id": "GE-058-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Harbor Partners",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1295493,
+    "stage": "Qualification",
+    "close_date": "2026-12-15",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-058-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-058-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-058-024-3 | buyer | security review remains seller-owned",
+      "2026-06-17 | EVT-058-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-058-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-058-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-058-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-058-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-058-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-058-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-058-024-11 | buyer | security review remains seller-owned",
+      "2026-07-27 | EVT-058-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-058-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-058-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-058-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-058-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-058-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-058-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-058-024-19 | buyer | security review remains seller-owned",
+      "2026-09-05 | EVT-058-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-058-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-058-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-058-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-058-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-058-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-058-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-058-024-27 | buyer | security review remains seller-owned",
+      "2026-10-15 | EVT-058-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-058-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-058-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-058-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-058-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-058-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-058-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000007",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/025_sbp-058-09_04_hubspot_health.md b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/025_sbp-058-09_04_hubspot_health.md
new file mode 100644
index 0000000000000000000000000000000000000000..8ece295cef78c1ed8279c07e3008b9ed395cd4ec
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/025_sbp-058-09_04_hubspot_health.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB058000008",
+    "salesforce_opportunity_id": "006SB058000008",
+    "hubspot_company_id": "8005810008",
+    "hubspot_deal_id": "8005820008",
+    "gong_evidence_id": "GE-058-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_hubspot_health",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Indigo Networks",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1432606,
+    "stage": "Proposal",
+    "close_date": "2026-09-05",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-058-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-058-025-2 | seller | security review remains seller-owned",
+      "2026-06-13 | EVT-058-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-058-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-058-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-058-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-058-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-058-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-058-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-058-025-10 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-058-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-058-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-058-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-058-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-058-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-058-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-058-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-058-025-18 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-058-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-058-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-058-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-058-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-058-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-058-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-058-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-058-025-26 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-058-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-058-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-058-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-058-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-058-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-058-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-058-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-058-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/026_sbp-058-10_04_hubspot_health.txt b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/026_sbp-058-10_04_hubspot_health.txt
new file mode 100644
index 0000000000000000000000000000000000000000..7507408b26ebc32ff755391a8096984a30c1ca01
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/026_sbp-058-10_04_hubspot_health.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB058000009",
+    "salesforce_opportunity_id": "006SB058000009",
+    "hubspot_company_id": "8005810009",
+    "hubspot_deal_id": "8005820009",
+    "gong_evidence_id": "GE-058-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_hubspot_health",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Juniper Labs",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1569719,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-058-026-1 | buyer | security review remains seller-owned",
+      "2026-06-09 | EVT-058-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-058-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-058-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-058-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-058-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-058-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-058-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-058-026-9 | buyer | security review remains seller-owned",
+      "2026-07-19 | EVT-058-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-058-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-058-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-058-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-058-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-058-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-058-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-058-026-17 | buyer | security review remains seller-owned",
+      "2026-08-28 | EVT-058-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-058-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-058-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-058-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-058-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-058-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-058-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-058-026-25 | buyer | security review remains seller-owned",
+      "2026-10-07 | EVT-058-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-058-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-058-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-058-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-058-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-058-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-058-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-058-026-33 | buyer | security review remains seller-owned",
+      "2026-11-16 | EVT-058-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/027_sbp-058-11_04_hubspot_health.json b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/027_sbp-058-11_04_hubspot_health.json
new file mode 100644
index 0000000000000000000000000000000000000000..a334e6240ae06d0797c27db256c38000cd9dc8e4
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/027_sbp-058-11_04_hubspot_health.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1706832,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-09-19",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-03",
+    "decision_code": "HOLD-058-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-05 | EVT-058-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-058-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-058-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-058-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-058-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-058-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-058-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-058-027-8 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-058-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-058-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-058-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-058-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-058-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-058-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-058-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-058-027-16 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-058-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-058-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-058-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-058-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-058-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-058-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-058-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-058-027-24 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-058-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-058-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-058-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-058-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-058-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-058-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-058-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-058-027-32 | seller | security review remains seller-owned",
+      "2026-11-12 | EVT-058-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-17 | EVT-058-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "04_hubspot_health",
+    "gong_evidence_id": "GE-058-11",
+    "hubspot_company_id": "8005810010",
+    "hubspot_deal_id": "8005820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-11",
+    "salesforce_account_id": "001SB058000010",
+    "salesforce_opportunity_id": "006SB058000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/028_sbp-058-12_04_hubspot_health.csv b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/028_sbp-058-12_04_hubspot_health.csv
new file mode 100644
index 0000000000000000000000000000000000000000..996c03cb4f61c132e17eeed63611f0ae48b8c864
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/028_sbp-058-12_04_hubspot_health.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB058000011"""
+record_control,salesforce_opportunity_id,"""006SB058000011"""
+record_control,hubspot_company_id,"""8005810011"""
+record_control,hubspot_deal_id,"""8005820011"""
+record_control,gong_evidence_id,"""GE-058-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""04_hubspot_health"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,1843945
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-26"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-06 | EVT-058-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-11 | EVT-058-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-16 | EVT-058-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-21 | EVT-058-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-26 | EVT-058-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-01 | EVT-058-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-06 | EVT-058-028-7 | buyer | security review remains seller-owned"", ""2026-07-11 | EVT-058-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-16 | EVT-058-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-21 | EVT-058-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-26 | EVT-058-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-31 | EVT-058-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-05 | EVT-058-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-10 | EVT-058-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-15 | EVT-058-028-15 | buyer | security review remains seller-owned"", ""2026-08-20 | EVT-058-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-25 | EVT-058-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-30 | EVT-058-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-04 | EVT-058-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-09 | EVT-058-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-14 | EVT-058-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-19 | EVT-058-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-24 | EVT-058-028-23 | buyer | security review remains seller-owned"", ""2026-09-29 | EVT-058-028-24 | seller | champion requested a revised mutual action plan"", ""2026-10-04 | EVT-058-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-09 | EVT-058-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-14 | EVT-058-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-19 | EVT-058-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-24 | EVT-058-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-29 | EVT-058-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-03 | EVT-058-028-31 | buyer | security review remains seller-owned"", ""2026-11-08 | EVT-058-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-13 | EVT-058-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-18 | EVT-058-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB058000011"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/029_sbp-058-13_04_hubspot_health.eml b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/029_sbp-058-13_04_hubspot_health.eml
new file mode 100644
index 0000000000000000000000000000000000000000..f989a64e3ab7c72839817ac2e68cef59df6af765
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/029_sbp-058-13_04_hubspot_health.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-13 / 04_hubspot_health
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB058000012",
+    "salesforce_opportunity_id": "006SB058000012",
+    "hubspot_company_id": "8005810012",
+    "hubspot_deal_id": "8005820012",
+    "gong_evidence_id": "GE-058-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_hubspot_health",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Meridian Works",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1981058,
+    "stage": "Proposal",
+    "close_date": "2026-10-03",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-058-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-058-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-058-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-058-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-058-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-058-029-6 | seller | security review remains seller-owned",
+      "2026-07-07 | EVT-058-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-058-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-058-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-058-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-058-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-058-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-058-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-058-029-14 | seller | security review remains seller-owned",
+      "2026-08-16 | EVT-058-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-058-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-058-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-058-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-058-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-058-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-058-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-058-029-22 | seller | security review remains seller-owned",
+      "2026-09-25 | EVT-058-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-058-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-058-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-058-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-058-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-058-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-058-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-058-029-30 | seller | security review remains seller-owned",
+      "2026-11-04 | EVT-058-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-09 | EVT-058-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-14 | EVT-058-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-19 | EVT-058-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/030_sbp-058-14_04_hubspot_health.xml b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/030_sbp-058-14_04_hubspot_health.xml
new file mode 100644
index 0000000000000000000000000000000000000000..a502451a3c2e9c7b77b819c577339cb04238b08f
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/030_sbp-058-14_04_hubspot_health.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB058000013",
+  "salesforce_opportunity_id": "006SB058000013",
+  "hubspot_company_id": "8005810013",
+  "hubspot_deal_id": "8005820013",
+  "gong_evidence_id": "GE-058-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "04_hubspot_health",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 2118171,
+  "stage": "Qualification",
+  "close_date": "2026-10-10",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-08 | EVT-058-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-13 | EVT-058-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-18 | EVT-058-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-23 | EVT-058-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-28 | EVT-058-030-5 | buyer | security review remains seller-owned",
+    "2026-07-03 | EVT-058-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-08 | EVT-058-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-13 | EVT-058-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-18 | EVT-058-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-23 | EVT-058-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-28 | EVT-058-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-02 | EVT-058-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-07 | EVT-058-030-13 | buyer | security review remains seller-owned",
+    "2026-08-12 | EVT-058-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-17 | EVT-058-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-22 | EVT-058-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-27 | EVT-058-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-01 | EVT-058-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-06 | EVT-058-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-11 | EVT-058-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-16 | EVT-058-030-21 | buyer | security review remains seller-owned",
+    "2026-09-21 | EVT-058-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-26 | EVT-058-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-01 | EVT-058-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-06 | EVT-058-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-11 | EVT-058-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-16 | EVT-058-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-21 | EVT-058-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-26 | EVT-058-030-29 | buyer | security review remains seller-owned",
+    "2026-10-31 | EVT-058-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-05 | EVT-058-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-10 | EVT-058-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-15 | EVT-058-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-20 | EVT-058-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-058-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-058-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/031_sbp-058-15_04_hubspot_health.html b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/031_sbp-058-15_04_hubspot_health.html
new file mode 100644
index 0000000000000000000000000000000000000000..e46b3bc0362524ce302d2315edc245d53da9261e
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/031_sbp-058-15_04_hubspot_health.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;04_hubspot_health&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 2255284,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-17&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-09 | EVT-058-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-14 | EVT-058-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-19 | EVT-058-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-24 | EVT-058-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-29 | EVT-058-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-04 | EVT-058-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-09 | EVT-058-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-14 | EVT-058-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-19 | EVT-058-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-24 | EVT-058-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-29 | EVT-058-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-03 | EVT-058-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-08 | EVT-058-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-13 | EVT-058-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-18 | EVT-058-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-23 | EVT-058-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-28 | EVT-058-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-02 | EVT-058-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-07 | EVT-058-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-12 | EVT-058-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-17 | EVT-058-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-22 | EVT-058-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-27 | EVT-058-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-02 | EVT-058-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-07 | EVT-058-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-12 | EVT-058-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-17 | EVT-058-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-22 | EVT-058-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-27 | EVT-058-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-01 | EVT-058-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-06 | EVT-058-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-11 | EVT-058-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-16 | EVT-058-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-21 | EVT-058-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB058000014&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/032_sbp-058-16_04_hubspot_health.md b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/032_sbp-058-16_04_hubspot_health.md
new file mode 100644
index 0000000000000000000000000000000000000000..5d27afe6f574be3df767eff97032d56803fed747
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/04_hubspot_health/032_sbp-058-16_04_hubspot_health.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB058000015",
+    "salesforce_opportunity_id": "006SB058000015",
+    "hubspot_company_id": "8005810015",
+    "hubspot_deal_id": "8005820015",
+    "gong_evidence_id": "GE-058-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_hubspot_health",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 2392397,
+    "stage": "Qualification",
+    "close_date": "2026-10-24",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-10 | EVT-058-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-058-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-058-032-3 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-058-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-058-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-058-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-058-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-058-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-058-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-058-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-058-032-11 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-058-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-058-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-058-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-058-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-058-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-058-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-058-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-058-032-19 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-058-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-058-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-058-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-058-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-058-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-058-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-058-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-058-032-27 | buyer | security review remains seller-owned",
+      "2026-10-23 | EVT-058-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-058-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-058-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-058-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-12 | EVT-058-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-17 | EVT-058-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-22 | EVT-058-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/033_sbp-058-01_05_gong_account_voice.md b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/033_sbp-058-01_05_gong_account_voice.md
new file mode 100644
index 0000000000000000000000000000000000000000..17978c6c22ba4fc7370d90486cb7bcf3fa45b049
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/033_sbp-058-01_05_gong_account_voice.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB058000000",
+    "salesforce_opportunity_id": "006SB058000000",
+    "hubspot_company_id": "8005810000",
+    "hubspot_deal_id": "8005820000",
+    "gong_evidence_id": "GE-058-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_gong_account_voice",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 335702,
+    "stage": "Proposal",
+    "close_date": "2026-10-27",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-058-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-058-033-2 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-058-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-058-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-058-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-058-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-058-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-058-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-058-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-058-033-10 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-058-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-058-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-058-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-058-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-058-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-058-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-058-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-058-033-18 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-058-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-058-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-058-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-058-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-058-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-058-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-058-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-058-033-26 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-058-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-058-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-058-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-058-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-058-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-058-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-058-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-23 | EVT-058-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/034_sbp-058-02_05_gong_account_voice.txt b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/034_sbp-058-02_05_gong_account_voice.txt
new file mode 100644
index 0000000000000000000000000000000000000000..61fca8b446c5a9c7121708853350afe0e7213dfa
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/034_sbp-058-02_05_gong_account_voice.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB058000001",
+    "salesforce_opportunity_id": "006SB058000001",
+    "hubspot_company_id": "8005810001",
+    "hubspot_deal_id": "8005820001",
+    "gong_evidence_id": "GE-058-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_gong_account_voice",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 472815,
+    "stage": "Qualification",
+    "close_date": "2026-11-03",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-058-034-1 | buyer | security review remains seller-owned",
+      "2026-06-17 | EVT-058-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-058-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-058-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-058-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-058-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-058-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-058-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-058-034-9 | buyer | security review remains seller-owned",
+      "2026-07-27 | EVT-058-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-058-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-058-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-058-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-058-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-058-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-058-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-058-034-17 | buyer | security review remains seller-owned",
+      "2026-09-05 | EVT-058-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-058-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-058-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-058-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-058-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-058-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-058-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-058-034-25 | buyer | security review remains seller-owned",
+      "2026-10-15 | EVT-058-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-058-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-058-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-058-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-058-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-058-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-058-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-058-034-33 | buyer | security review remains seller-owned",
+      "2026-11-24 | EVT-058-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/035_sbp-058-03_05_gong_account_voice.json b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/035_sbp-058-03_05_gong_account_voice.json
new file mode 100644
index 0000000000000000000000000000000000000000..631ca304bae8ae024288c8469cf4408bfba75ccc
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/035_sbp-058-03_05_gong_account_voice.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 609928,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-11-10",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB058000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-058-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.",
+    "required_value": "support_recovery"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-13 | EVT-058-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-058-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-058-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-058-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-058-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-058-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-058-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-058-035-8 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-058-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-058-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-058-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-058-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-058-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-058-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-058-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-058-035-16 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-058-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-058-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-058-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-058-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-058-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-058-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-058-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-058-035-24 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-058-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-058-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-058-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-058-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-058-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-058-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-058-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-058-035-32 | seller | security review remains seller-owned",
+      "2026-11-20 | EVT-058-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-25 | EVT-058-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "05_gong_account_voice",
+    "gong_evidence_id": "GE-058-03",
+    "hubspot_company_id": "8005810002",
+    "hubspot_deal_id": "8005820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-03",
+    "salesforce_account_id": "001SB058000002",
+    "salesforce_opportunity_id": "006SB058000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/036_sbp-058-04_05_gong_account_voice.csv b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/036_sbp-058-04_05_gong_account_voice.csv
new file mode 100644
index 0000000000000000000000000000000000000000..c67357ace76d34c3f0665547a2dc3f5a0c5553ac
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/036_sbp-058-04_05_gong_account_voice.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB058000003"""
+record_control,salesforce_opportunity_id,"""006SB058000003"""
+record_control,hubspot_company_id,"""8005810003"""
+record_control,hubspot_deal_id,"""8005820003"""
+record_control,gong_evidence_id,"""GE-058-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""05_gong_account_voice"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,747041
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-17"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-14 | EVT-058-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-19 | EVT-058-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-24 | EVT-058-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-29 | EVT-058-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-04 | EVT-058-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-09 | EVT-058-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-14 | EVT-058-036-7 | buyer | security review remains seller-owned"", ""2026-07-19 | EVT-058-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-24 | EVT-058-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-29 | EVT-058-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-03 | EVT-058-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-08 | EVT-058-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-13 | EVT-058-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-18 | EVT-058-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-23 | EVT-058-036-15 | buyer | security review remains seller-owned"", ""2026-08-28 | EVT-058-036-16 | seller | champion requested a revised mutual action plan"", ""2026-09-02 | EVT-058-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-07 | EVT-058-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-12 | EVT-058-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-17 | EVT-058-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-22 | EVT-058-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-27 | EVT-058-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-02 | EVT-058-036-23 | buyer | security review remains seller-owned"", ""2026-10-07 | EVT-058-036-24 | seller | champion requested a revised mutual action plan"", ""2026-10-12 | EVT-058-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-17 | EVT-058-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-22 | EVT-058-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-27 | EVT-058-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-01 | EVT-058-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-06 | EVT-058-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-11 | EVT-058-036-31 | buyer | security review remains seller-owned"", ""2026-11-16 | EVT-058-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-21 | EVT-058-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-26 | EVT-058-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005820003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/037_sbp-058-05_05_gong_account_voice.eml b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/037_sbp-058-05_05_gong_account_voice.eml
new file mode 100644
index 0000000000000000000000000000000000000000..e50b887315ef1cd5dd2bea74beba00b65b24be62
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/037_sbp-058-05_05_gong_account_voice.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-05 / 05_gong_account_voice
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB058000004",
+    "salesforce_opportunity_id": "006SB058000004",
+    "hubspot_company_id": "8005810004",
+    "hubspot_deal_id": "8005820004",
+    "gong_evidence_id": "GE-058-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_gong_account_voice",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Evergreen Group",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 884154,
+    "stage": "Proposal",
+    "close_date": "2026-11-24",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-058-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-058-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-058-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-058-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-058-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-058-037-6 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-058-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-058-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-058-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-058-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-058-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-058-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-058-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-058-037-14 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-058-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-058-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-058-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-058-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-058-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-058-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-058-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-058-037-22 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-058-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-058-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-058-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-058-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-058-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-058-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-058-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-058-037-30 | seller | security review remains seller-owned",
+      "2026-11-12 | EVT-058-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-17 | EVT-058-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-22 | EVT-058-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-27 | EVT-058-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-05",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/038_sbp-058-06_05_gong_account_voice.xml b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/038_sbp-058-06_05_gong_account_voice.xml
new file mode 100644
index 0000000000000000000000000000000000000000..58ca3eae8c70546f1125e8a60ccc32c70d1a4dd6
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/038_sbp-058-06_05_gong_account_voice.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB058000005",
+  "salesforce_opportunity_id": "006SB058000005",
+  "hubspot_company_id": "8005810005",
+  "hubspot_deal_id": "8005820005",
+  "gong_evidence_id": "GE-058-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "05_gong_account_voice",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 1021267,
+  "stage": "Qualification",
+  "close_date": "2026-12-01",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-16 | EVT-058-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-21 | EVT-058-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-26 | EVT-058-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-01 | EVT-058-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-06 | EVT-058-038-5 | buyer | security review remains seller-owned",
+    "2026-07-11 | EVT-058-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-16 | EVT-058-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-21 | EVT-058-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-26 | EVT-058-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-31 | EVT-058-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-05 | EVT-058-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-10 | EVT-058-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-15 | EVT-058-038-13 | buyer | security review remains seller-owned",
+    "2026-08-20 | EVT-058-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-25 | EVT-058-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-30 | EVT-058-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-04 | EVT-058-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-09 | EVT-058-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-14 | EVT-058-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-19 | EVT-058-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-24 | EVT-058-038-21 | buyer | security review remains seller-owned",
+    "2026-09-29 | EVT-058-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-04 | EVT-058-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-09 | EVT-058-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-14 | EVT-058-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-19 | EVT-058-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-24 | EVT-058-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-29 | EVT-058-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-03 | EVT-058-038-29 | buyer | security review remains seller-owned",
+    "2026-11-08 | EVT-058-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-13 | EVT-058-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-18 | EVT-058-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-23 | EVT-058-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-28 | EVT-058-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-058-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB058000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "commercial_terms",
+  "reason": "SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/039_sbp-058-07_05_gong_account_voice.html b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/039_sbp-058-07_05_gong_account_voice.html
new file mode 100644
index 0000000000000000000000000000000000000000..7287fd1dbe8d0caf2752efca943b40f59de1980a
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/039_sbp-058-07_05_gong_account_voice.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;05_gong_account_voice&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 1158380,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-12-08&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-17 | EVT-058-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-22 | EVT-058-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-27 | EVT-058-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-02 | EVT-058-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-07 | EVT-058-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-12 | EVT-058-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-17 | EVT-058-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-22 | EVT-058-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-27 | EVT-058-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-01 | EVT-058-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-06 | EVT-058-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-11 | EVT-058-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-16 | EVT-058-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-21 | EVT-058-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-26 | EVT-058-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-31 | EVT-058-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-05 | EVT-058-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-10 | EVT-058-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-15 | EVT-058-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-20 | EVT-058-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-25 | EVT-058-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-30 | EVT-058-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-05 | EVT-058-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-10 | EVT-058-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-15 | EVT-058-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-20 | EVT-058-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-25 | EVT-058-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-30 | EVT-058-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-04 | EVT-058-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-09 | EVT-058-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-14 | EVT-058-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-19 | EVT-058-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-24 | EVT-058-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-29 | EVT-058-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8005820006&quot;,
+    &quot;authorized_field&quot;: &quot;renewal_risk&quot;,
+    &quot;current_value&quot;: &quot;unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/040_sbp-058-08_05_gong_account_voice.md b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/040_sbp-058-08_05_gong_account_voice.md
new file mode 100644
index 0000000000000000000000000000000000000000..7a4db7ca5b93e2a322a785769dae7c1ea0f81074
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/05_gong_account_voice/040_sbp-058-08_05_gong_account_voice.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB058000007",
+    "salesforce_opportunity_id": "006SB058000007",
+    "hubspot_company_id": "8005810007",
+    "hubspot_deal_id": "8005820007",
+    "gong_evidence_id": "GE-058-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_gong_account_voice",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Harbor Partners",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1295493,
+    "stage": "Qualification",
+    "close_date": "2026-12-15",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-058-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-058-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-058-040-3 | buyer | security review remains seller-owned",
+      "2026-07-03 | EVT-058-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-058-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-058-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-058-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-058-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-058-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-058-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-058-040-11 | buyer | security review remains seller-owned",
+      "2026-08-12 | EVT-058-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-058-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-058-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-058-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-058-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-058-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-058-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-058-040-19 | buyer | security review remains seller-owned",
+      "2026-09-21 | EVT-058-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-058-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-058-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-058-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-058-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-058-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-058-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-058-040-27 | buyer | security review remains seller-owned",
+      "2026-10-31 | EVT-058-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-058-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-058-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-058-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-20 | EVT-058-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-25 | EVT-058-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-30 | EVT-058-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000007",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/041_sbp-058-09_06_support.md b/task_files/sb100-058-vista-auto-renewal/06_support/041_sbp-058-09_06_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..c0c3ba6979c86a97977b7d40b97dfb1d760da5ce
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/041_sbp-058-09_06_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB058000008",
+    "salesforce_opportunity_id": "006SB058000008",
+    "hubspot_company_id": "8005810008",
+    "hubspot_deal_id": "8005820008",
+    "gong_evidence_id": "GE-058-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_support",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Indigo Networks",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1432606,
+    "stage": "Proposal",
+    "close_date": "2026-09-05",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-058-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-058-041-2 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-058-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-058-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-058-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-058-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-058-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-058-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-058-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-058-041-10 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-058-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-058-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-058-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-058-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-058-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-058-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-058-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-058-041-18 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-058-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-058-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-058-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-058-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-058-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-058-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-058-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-058-041-26 | seller | security review remains seller-owned",
+      "2026-10-27 | EVT-058-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-058-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-058-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-058-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-16 | EVT-058-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-21 | EVT-058-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-26 | EVT-058-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-12-01 | EVT-058-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/042_sbp-058-10_06_support.txt b/task_files/sb100-058-vista-auto-renewal/06_support/042_sbp-058-10_06_support.txt
new file mode 100644
index 0000000000000000000000000000000000000000..0192e6062514c565aa618f894add423670c17ecc
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/042_sbp-058-10_06_support.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB058000009",
+    "salesforce_opportunity_id": "006SB058000009",
+    "hubspot_company_id": "8005810009",
+    "hubspot_deal_id": "8005820009",
+    "gong_evidence_id": "GE-058-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_support",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Juniper Labs",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1569719,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-058-042-1 | buyer | security review remains seller-owned",
+      "2026-05-06 | EVT-058-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-11 | EVT-058-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-16 | EVT-058-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-058-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-058-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-058-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-058-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-058-042-9 | buyer | security review remains seller-owned",
+      "2026-06-15 | EVT-058-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-058-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-058-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-058-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-058-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-058-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-058-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-058-042-17 | buyer | security review remains seller-owned",
+      "2026-07-25 | EVT-058-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-058-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-058-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-058-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-058-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-058-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-058-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-058-042-25 | buyer | security review remains seller-owned",
+      "2026-09-03 | EVT-058-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-058-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-058-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-058-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-058-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-058-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-058-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-058-042-33 | buyer | security review remains seller-owned",
+      "2026-10-13 | EVT-058-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/043_sbp-058-11_06_support.json b/task_files/sb100-058-vista-auto-renewal/06_support/043_sbp-058-11_06_support.json
new file mode 100644
index 0000000000000000000000000000000000000000..3e2eb375b76fc8aad8f1f97cd3ad0c0495235639
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/043_sbp-058-11_06_support.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1706832,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-09-19",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-03",
+    "decision_code": "HOLD-058-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-02 | EVT-058-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-07 | EVT-058-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-12 | EVT-058-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-17 | EVT-058-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-22 | EVT-058-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-27 | EVT-058-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-058-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-058-043-8 | seller | security review remains seller-owned",
+      "2026-06-11 | EVT-058-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-058-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-058-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-058-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-058-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-058-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-058-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-058-043-16 | seller | security review remains seller-owned",
+      "2026-07-21 | EVT-058-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-058-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-058-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-058-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-058-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-058-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-058-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-058-043-24 | seller | security review remains seller-owned",
+      "2026-08-30 | EVT-058-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-058-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-058-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-058-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-058-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-058-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-058-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-058-043-32 | seller | security review remains seller-owned",
+      "2026-10-09 | EVT-058-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-058-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "06_support",
+    "gong_evidence_id": "GE-058-11",
+    "hubspot_company_id": "8005810010",
+    "hubspot_deal_id": "8005820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-11",
+    "salesforce_account_id": "001SB058000010",
+    "salesforce_opportunity_id": "006SB058000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/044_sbp-058-12_06_support.csv b/task_files/sb100-058-vista-auto-renewal/06_support/044_sbp-058-12_06_support.csv
new file mode 100644
index 0000000000000000000000000000000000000000..176440f28b52a2fee33b2e6a0b1cbc8663c33508
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/044_sbp-058-12_06_support.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB058000011"""
+record_control,salesforce_opportunity_id,"""006SB058000011"""
+record_control,hubspot_company_id,"""8005810011"""
+record_control,hubspot_deal_id,"""8005820011"""
+record_control,gong_evidence_id,"""GE-058-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""06_support"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,1843945
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-26"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-03 | EVT-058-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-08 | EVT-058-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-13 | EVT-058-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-18 | EVT-058-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-23 | EVT-058-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-28 | EVT-058-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-02 | EVT-058-044-7 | buyer | security review remains seller-owned"", ""2026-06-07 | EVT-058-044-8 | seller | champion requested a revised mutual action plan"", ""2026-06-12 | EVT-058-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-17 | EVT-058-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-22 | EVT-058-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-27 | EVT-058-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-02 | EVT-058-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-07 | EVT-058-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-12 | EVT-058-044-15 | buyer | security review remains seller-owned"", ""2026-07-17 | EVT-058-044-16 | seller | champion requested a revised mutual action plan"", ""2026-07-22 | EVT-058-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-27 | EVT-058-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-01 | EVT-058-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-06 | EVT-058-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-11 | EVT-058-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-16 | EVT-058-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-21 | EVT-058-044-23 | buyer | security review remains seller-owned"", ""2026-08-26 | EVT-058-044-24 | seller | champion requested a revised mutual action plan"", ""2026-08-31 | EVT-058-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-05 | EVT-058-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-10 | EVT-058-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-15 | EVT-058-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-20 | EVT-058-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-25 | EVT-058-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-30 | EVT-058-044-31 | buyer | security review remains seller-owned"", ""2026-10-05 | EVT-058-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-10 | EVT-058-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-15 | EVT-058-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB058000011"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/045_sbp-058-13_06_support.eml b/task_files/sb100-058-vista-auto-renewal/06_support/045_sbp-058-13_06_support.eml
new file mode 100644
index 0000000000000000000000000000000000000000..06dbab78086b43ce812fc5ab84fac72e5a62f570
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/045_sbp-058-13_06_support.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-13 / 06_support
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB058000012",
+    "salesforce_opportunity_id": "006SB058000012",
+    "hubspot_company_id": "8005810012",
+    "hubspot_deal_id": "8005820012",
+    "gong_evidence_id": "GE-058-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_support",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Meridian Works",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1981058,
+    "stage": "Proposal",
+    "close_date": "2026-10-03",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-058-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-09 | EVT-058-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-14 | EVT-058-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-19 | EVT-058-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-24 | EVT-058-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-29 | EVT-058-045-6 | seller | security review remains seller-owned",
+      "2026-06-03 | EVT-058-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-058-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-058-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-058-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-058-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-058-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-058-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-058-045-14 | seller | security review remains seller-owned",
+      "2026-07-13 | EVT-058-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-058-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-058-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-058-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-058-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-058-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-058-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-058-045-22 | seller | security review remains seller-owned",
+      "2026-08-22 | EVT-058-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-058-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-058-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-058-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-058-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-058-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-058-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-058-045-30 | seller | security review remains seller-owned",
+      "2026-10-01 | EVT-058-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-058-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-058-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-058-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/046_sbp-058-14_06_support.xml b/task_files/sb100-058-vista-auto-renewal/06_support/046_sbp-058-14_06_support.xml
new file mode 100644
index 0000000000000000000000000000000000000000..481ca5a718e0b3314b7f9873f985c33162ffd54c
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/046_sbp-058-14_06_support.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB058000013",
+  "salesforce_opportunity_id": "006SB058000013",
+  "hubspot_company_id": "8005810013",
+  "hubspot_deal_id": "8005820013",
+  "gong_evidence_id": "GE-058-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "06_support",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 2118171,
+  "stage": "Qualification",
+  "close_date": "2026-10-10",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-05 | EVT-058-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-10 | EVT-058-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-15 | EVT-058-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-20 | EVT-058-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-25 | EVT-058-046-5 | buyer | security review remains seller-owned",
+    "2026-05-30 | EVT-058-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-04 | EVT-058-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-09 | EVT-058-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-14 | EVT-058-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-19 | EVT-058-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-24 | EVT-058-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-29 | EVT-058-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-04 | EVT-058-046-13 | buyer | security review remains seller-owned",
+    "2026-07-09 | EVT-058-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-14 | EVT-058-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-19 | EVT-058-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-24 | EVT-058-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-29 | EVT-058-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-03 | EVT-058-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-08 | EVT-058-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-13 | EVT-058-046-21 | buyer | security review remains seller-owned",
+    "2026-08-18 | EVT-058-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-23 | EVT-058-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-28 | EVT-058-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-02 | EVT-058-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-07 | EVT-058-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-12 | EVT-058-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-17 | EVT-058-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-22 | EVT-058-046-29 | buyer | security review remains seller-owned",
+    "2026-09-27 | EVT-058-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-02 | EVT-058-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-07 | EVT-058-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-12 | EVT-058-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-17 | EVT-058-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-058-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-058-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/047_sbp-058-15_06_support.html b/task_files/sb100-058-vista-auto-renewal/06_support/047_sbp-058-15_06_support.html
new file mode 100644
index 0000000000000000000000000000000000000000..f054dd4f45b7859c41342b2392f692a69531549c
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/047_sbp-058-15_06_support.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;06_support&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 2255284,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-17&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-06 | EVT-058-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-11 | EVT-058-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-16 | EVT-058-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-21 | EVT-058-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-26 | EVT-058-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-31 | EVT-058-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-05 | EVT-058-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-10 | EVT-058-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-15 | EVT-058-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-20 | EVT-058-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-25 | EVT-058-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-30 | EVT-058-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-05 | EVT-058-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-10 | EVT-058-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-15 | EVT-058-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-20 | EVT-058-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-25 | EVT-058-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-30 | EVT-058-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-04 | EVT-058-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-09 | EVT-058-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-14 | EVT-058-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-19 | EVT-058-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-24 | EVT-058-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-29 | EVT-058-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-03 | EVT-058-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-08 | EVT-058-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-13 | EVT-058-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-18 | EVT-058-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-23 | EVT-058-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-28 | EVT-058-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-03 | EVT-058-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-08 | EVT-058-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-13 | EVT-058-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-18 | EVT-058-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB058000014&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/06_support/048_sbp-058-16_06_support.md b/task_files/sb100-058-vista-auto-renewal/06_support/048_sbp-058-16_06_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..c0efb6a33c21c718e10d412144077254eb3a28f0
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/06_support/048_sbp-058-16_06_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB058000015",
+    "salesforce_opportunity_id": "006SB058000015",
+    "hubspot_company_id": "8005810015",
+    "hubspot_deal_id": "8005820015",
+    "gong_evidence_id": "GE-058-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_support",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 2392397,
+    "stage": "Qualification",
+    "close_date": "2026-10-24",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-058-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-12 | EVT-058-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-17 | EVT-058-048-3 | buyer | security review remains seller-owned",
+      "2026-05-22 | EVT-058-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-058-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-058-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-058-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-058-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-058-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-058-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-058-048-11 | buyer | security review remains seller-owned",
+      "2026-07-01 | EVT-058-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-058-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-058-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-058-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-058-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-058-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-058-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-058-048-19 | buyer | security review remains seller-owned",
+      "2026-08-10 | EVT-058-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-058-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-058-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-058-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-058-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-058-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-058-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-058-048-27 | buyer | security review remains seller-owned",
+      "2026-09-19 | EVT-058-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-058-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-058-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-058-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-058-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-058-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-058-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/049_sbp-058-01_07_usage.md b/task_files/sb100-058-vista-auto-renewal/07_usage/049_sbp-058-01_07_usage.md
new file mode 100644
index 0000000000000000000000000000000000000000..e6395af07440aeecc58821ee9e8458b413d2c210
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/049_sbp-058-01_07_usage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB058000000",
+    "salesforce_opportunity_id": "006SB058000000",
+    "hubspot_company_id": "8005810000",
+    "hubspot_deal_id": "8005820000",
+    "gong_evidence_id": "GE-058-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_usage",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 335702,
+    "stage": "Proposal",
+    "close_date": "2026-10-27",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-058-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-13 | EVT-058-049-2 | seller | security review remains seller-owned",
+      "2026-05-18 | EVT-058-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-058-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-058-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-058-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-058-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-058-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-058-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-058-049-10 | seller | security review remains seller-owned",
+      "2026-06-27 | EVT-058-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-058-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-058-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-058-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-058-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-058-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-058-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-058-049-18 | seller | security review remains seller-owned",
+      "2026-08-06 | EVT-058-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-058-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-058-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-058-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-058-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-058-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-058-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-058-049-26 | seller | security review remains seller-owned",
+      "2026-09-15 | EVT-058-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-058-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-058-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-058-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-058-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-058-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-058-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-058-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/050_sbp-058-02_07_usage.txt b/task_files/sb100-058-vista-auto-renewal/07_usage/050_sbp-058-02_07_usage.txt
new file mode 100644
index 0000000000000000000000000000000000000000..01902c1812885eb5e6aefb643fb0851911cfc2e1
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/050_sbp-058-02_07_usage.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB058000001",
+    "salesforce_opportunity_id": "006SB058000001",
+    "hubspot_company_id": "8005810001",
+    "hubspot_deal_id": "8005820001",
+    "gong_evidence_id": "GE-058-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_usage",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 472815,
+    "stage": "Qualification",
+    "close_date": "2026-11-03",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-058-050-1 | buyer | security review remains seller-owned",
+      "2026-05-14 | EVT-058-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-058-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-058-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-058-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-058-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-058-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-058-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-058-050-9 | buyer | security review remains seller-owned",
+      "2026-06-23 | EVT-058-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-058-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-058-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-058-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-058-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-058-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-058-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-058-050-17 | buyer | security review remains seller-owned",
+      "2026-08-02 | EVT-058-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-058-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-058-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-058-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-058-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-058-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-058-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-058-050-25 | buyer | security review remains seller-owned",
+      "2026-09-11 | EVT-058-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-058-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-058-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-058-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-058-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-058-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-058-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-058-050-33 | buyer | security review remains seller-owned",
+      "2026-10-21 | EVT-058-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/051_sbp-058-03_07_usage.json b/task_files/sb100-058-vista-auto-renewal/07_usage/051_sbp-058-03_07_usage.json
new file mode 100644
index 0000000000000000000000000000000000000000..f1d293d7adea20bf55d7d9667ae856eb04413ec5
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/051_sbp-058-03_07_usage.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 609928,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-11-10",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB058000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-058-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.",
+    "required_value": "support_recovery"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-10 | EVT-058-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-15 | EVT-058-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-20 | EVT-058-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-25 | EVT-058-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-30 | EVT-058-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-04 | EVT-058-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-058-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-058-051-8 | seller | security review remains seller-owned",
+      "2026-06-19 | EVT-058-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-058-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-058-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-058-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-058-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-058-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-058-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-058-051-16 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-058-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-058-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-058-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-058-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-058-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-058-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-058-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-058-051-24 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-058-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-058-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-058-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-058-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-058-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-058-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-058-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-058-051-32 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-058-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-058-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "07_usage",
+    "gong_evidence_id": "GE-058-03",
+    "hubspot_company_id": "8005810002",
+    "hubspot_deal_id": "8005820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-03",
+    "salesforce_account_id": "001SB058000002",
+    "salesforce_opportunity_id": "006SB058000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/052_sbp-058-04_07_usage.csv b/task_files/sb100-058-vista-auto-renewal/07_usage/052_sbp-058-04_07_usage.csv
new file mode 100644
index 0000000000000000000000000000000000000000..4e4f041873866d85426068629a9b2d43967c8434
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/052_sbp-058-04_07_usage.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB058000003"""
+record_control,salesforce_opportunity_id,"""006SB058000003"""
+record_control,hubspot_company_id,"""8005810003"""
+record_control,hubspot_deal_id,"""8005820003"""
+record_control,gong_evidence_id,"""GE-058-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""07_usage"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,747041
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-17"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-11 | EVT-058-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-16 | EVT-058-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-21 | EVT-058-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-26 | EVT-058-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-31 | EVT-058-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-05 | EVT-058-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-10 | EVT-058-052-7 | buyer | security review remains seller-owned"", ""2026-06-15 | EVT-058-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-20 | EVT-058-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-25 | EVT-058-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-30 | EVT-058-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-05 | EVT-058-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-10 | EVT-058-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-15 | EVT-058-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-20 | EVT-058-052-15 | buyer | security review remains seller-owned"", ""2026-07-25 | EVT-058-052-16 | seller | champion requested a revised mutual action plan"", ""2026-07-30 | EVT-058-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-04 | EVT-058-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-09 | EVT-058-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-14 | EVT-058-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-19 | EVT-058-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-24 | EVT-058-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-29 | EVT-058-052-23 | buyer | security review remains seller-owned"", ""2026-09-03 | EVT-058-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-08 | EVT-058-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-13 | EVT-058-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-18 | EVT-058-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-23 | EVT-058-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-28 | EVT-058-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-03 | EVT-058-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-08 | EVT-058-052-31 | buyer | security review remains seller-owned"", ""2026-10-13 | EVT-058-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-18 | EVT-058-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-23 | EVT-058-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005820003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/053_sbp-058-05_07_usage.eml b/task_files/sb100-058-vista-auto-renewal/07_usage/053_sbp-058-05_07_usage.eml
new file mode 100644
index 0000000000000000000000000000000000000000..315b969268210fb67eb7ed5b75f3eb8f450d3572
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/053_sbp-058-05_07_usage.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-05 / 07_usage
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB058000004",
+    "salesforce_opportunity_id": "006SB058000004",
+    "hubspot_company_id": "8005810004",
+    "hubspot_deal_id": "8005820004",
+    "gong_evidence_id": "GE-058-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_usage",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Evergreen Group",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 884154,
+    "stage": "Proposal",
+    "close_date": "2026-11-24",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-058-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-17 | EVT-058-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-22 | EVT-058-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-27 | EVT-058-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-058-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-058-053-6 | seller | security review remains seller-owned",
+      "2026-06-11 | EVT-058-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-058-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-058-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-058-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-058-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-058-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-058-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-058-053-14 | seller | security review remains seller-owned",
+      "2026-07-21 | EVT-058-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-058-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-058-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-058-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-058-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-058-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-058-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-058-053-22 | seller | security review remains seller-owned",
+      "2026-08-30 | EVT-058-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-058-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-058-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-058-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-058-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-058-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-058-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-058-053-30 | seller | security review remains seller-owned",
+      "2026-10-09 | EVT-058-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-058-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-058-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-058-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-05",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/054_sbp-058-06_07_usage.xml b/task_files/sb100-058-vista-auto-renewal/07_usage/054_sbp-058-06_07_usage.xml
new file mode 100644
index 0000000000000000000000000000000000000000..b75c519af9dadba67132bb9aca3f6a5c85a6ceb6
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/054_sbp-058-06_07_usage.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB058000005",
+  "salesforce_opportunity_id": "006SB058000005",
+  "hubspot_company_id": "8005810005",
+  "hubspot_deal_id": "8005820005",
+  "gong_evidence_id": "GE-058-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "07_usage",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 1021267,
+  "stage": "Qualification",
+  "close_date": "2026-12-01",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-13 | EVT-058-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-18 | EVT-058-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-23 | EVT-058-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-28 | EVT-058-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-02 | EVT-058-054-5 | buyer | security review remains seller-owned",
+    "2026-06-07 | EVT-058-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-12 | EVT-058-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-17 | EVT-058-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-22 | EVT-058-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-27 | EVT-058-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-02 | EVT-058-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-07 | EVT-058-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-12 | EVT-058-054-13 | buyer | security review remains seller-owned",
+    "2026-07-17 | EVT-058-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-22 | EVT-058-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-27 | EVT-058-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-01 | EVT-058-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-06 | EVT-058-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-11 | EVT-058-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-16 | EVT-058-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-21 | EVT-058-054-21 | buyer | security review remains seller-owned",
+    "2026-08-26 | EVT-058-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-31 | EVT-058-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-05 | EVT-058-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-10 | EVT-058-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-15 | EVT-058-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-20 | EVT-058-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-25 | EVT-058-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-30 | EVT-058-054-29 | buyer | security review remains seller-owned",
+    "2026-10-05 | EVT-058-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-10 | EVT-058-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-15 | EVT-058-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-20 | EVT-058-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-25 | EVT-058-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-058-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB058000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "commercial_terms",
+  "reason": "SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/055_sbp-058-07_07_usage.html b/task_files/sb100-058-vista-auto-renewal/07_usage/055_sbp-058-07_07_usage.html
new file mode 100644
index 0000000000000000000000000000000000000000..9bc5c8437e159bb0f1710f735061551df533ad4a
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/055_sbp-058-07_07_usage.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;07_usage&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 1158380,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-12-08&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-14 | EVT-058-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-19 | EVT-058-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-24 | EVT-058-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-29 | EVT-058-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-03 | EVT-058-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-08 | EVT-058-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-13 | EVT-058-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-18 | EVT-058-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-23 | EVT-058-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-28 | EVT-058-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-03 | EVT-058-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-08 | EVT-058-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-13 | EVT-058-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-18 | EVT-058-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-23 | EVT-058-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-28 | EVT-058-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-02 | EVT-058-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-07 | EVT-058-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-12 | EVT-058-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-17 | EVT-058-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-22 | EVT-058-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-27 | EVT-058-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-01 | EVT-058-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-06 | EVT-058-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-11 | EVT-058-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-16 | EVT-058-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-21 | EVT-058-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-26 | EVT-058-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-01 | EVT-058-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-06 | EVT-058-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-11 | EVT-058-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-16 | EVT-058-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-21 | EVT-058-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-26 | EVT-058-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8005820006&quot;,
+    &quot;authorized_field&quot;: &quot;renewal_risk&quot;,
+    &quot;current_value&quot;: &quot;unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/07_usage/056_sbp-058-08_07_usage.md b/task_files/sb100-058-vista-auto-renewal/07_usage/056_sbp-058-08_07_usage.md
new file mode 100644
index 0000000000000000000000000000000000000000..9026c43ba6ad22a9530fd626444687c2f5b92e38
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/07_usage/056_sbp-058-08_07_usage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB058000007",
+    "salesforce_opportunity_id": "006SB058000007",
+    "hubspot_company_id": "8005810007",
+    "hubspot_deal_id": "8005820007",
+    "gong_evidence_id": "GE-058-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_usage",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Harbor Partners",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1295493,
+    "stage": "Qualification",
+    "close_date": "2026-12-15",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-058-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-20 | EVT-058-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-25 | EVT-058-056-3 | buyer | security review remains seller-owned",
+      "2026-05-30 | EVT-058-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-058-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-058-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-058-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-058-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-058-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-058-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-058-056-11 | buyer | security review remains seller-owned",
+      "2026-07-09 | EVT-058-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-058-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-058-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-058-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-058-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-058-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-058-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-058-056-19 | buyer | security review remains seller-owned",
+      "2026-08-18 | EVT-058-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-058-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-058-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-058-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-058-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-058-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-058-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-058-056-27 | buyer | security review remains seller-owned",
+      "2026-09-27 | EVT-058-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-058-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-058-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-058-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-058-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-058-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-058-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000007",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/057_sbp-058-09_08_notice_windows.md b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/057_sbp-058-09_08_notice_windows.md
new file mode 100644
index 0000000000000000000000000000000000000000..98657091426417539565e3a9848fc658fe41ee66
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/057_sbp-058-09_08_notice_windows.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB058000008",
+    "salesforce_opportunity_id": "006SB058000008",
+    "hubspot_company_id": "8005810008",
+    "hubspot_deal_id": "8005820008",
+    "gong_evidence_id": "GE-058-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_notice_windows",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Indigo Networks",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1432606,
+    "stage": "Proposal",
+    "close_date": "2026-09-05",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-058-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-21 | EVT-058-057-2 | seller | security review remains seller-owned",
+      "2026-05-26 | EVT-058-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-058-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-058-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-058-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-058-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-058-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-058-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-058-057-10 | seller | security review remains seller-owned",
+      "2026-07-05 | EVT-058-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-058-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-058-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-058-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-058-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-058-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-058-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-058-057-18 | seller | security review remains seller-owned",
+      "2026-08-14 | EVT-058-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-058-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-058-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-058-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-058-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-058-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-058-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-058-057-26 | seller | security review remains seller-owned",
+      "2026-09-23 | EVT-058-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-058-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-058-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-058-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-058-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-058-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-058-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-058-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/058_sbp-058-10_08_notice_windows.txt b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/058_sbp-058-10_08_notice_windows.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a49635c266221f15b49438cc273faef2d8130d74
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/058_sbp-058-10_08_notice_windows.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB058000009",
+    "salesforce_opportunity_id": "006SB058000009",
+    "hubspot_company_id": "8005810009",
+    "hubspot_deal_id": "8005820009",
+    "gong_evidence_id": "GE-058-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_notice_windows",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Juniper Labs",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1569719,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-058-058-1 | buyer | security review remains seller-owned",
+      "2026-05-22 | EVT-058-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-058-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-058-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-058-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-058-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-058-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-058-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-058-058-9 | buyer | security review remains seller-owned",
+      "2026-07-01 | EVT-058-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-058-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-058-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-058-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-058-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-058-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-058-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-058-058-17 | buyer | security review remains seller-owned",
+      "2026-08-10 | EVT-058-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-058-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-058-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-058-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-058-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-058-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-058-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-058-058-25 | buyer | security review remains seller-owned",
+      "2026-09-19 | EVT-058-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-058-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-058-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-058-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-058-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-058-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-058-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-058-058-33 | buyer | security review remains seller-owned",
+      "2026-10-29 | EVT-058-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/059_sbp-058-11_08_notice_windows.json b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/059_sbp-058-11_08_notice_windows.json
new file mode 100644
index 0000000000000000000000000000000000000000..5a5ced3dac38204ad4ec4acf78559e30ea4bd43b
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/059_sbp-058-11_08_notice_windows.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1706832,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-09-19",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-03",
+    "decision_code": "HOLD-058-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-18 | EVT-058-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-058-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-058-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-058-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-058-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-058-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-058-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-058-059-8 | seller | security review remains seller-owned",
+      "2026-06-27 | EVT-058-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-058-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-058-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-058-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-058-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-058-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-058-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-058-059-16 | seller | security review remains seller-owned",
+      "2026-08-06 | EVT-058-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-058-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-058-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-058-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-058-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-058-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-058-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-058-059-24 | seller | security review remains seller-owned",
+      "2026-09-15 | EVT-058-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-058-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-058-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-058-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-058-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-058-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-058-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-058-059-32 | seller | security review remains seller-owned",
+      "2026-10-25 | EVT-058-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-058-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "08_notice_windows",
+    "gong_evidence_id": "GE-058-11",
+    "hubspot_company_id": "8005810010",
+    "hubspot_deal_id": "8005820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-11",
+    "salesforce_account_id": "001SB058000010",
+    "salesforce_opportunity_id": "006SB058000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/060_sbp-058-12_08_notice_windows.csv b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/060_sbp-058-12_08_notice_windows.csv
new file mode 100644
index 0000000000000000000000000000000000000000..23bdb178f1385ae9388cfd65144a28948c463dc3
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/060_sbp-058-12_08_notice_windows.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB058000011"""
+record_control,salesforce_opportunity_id,"""006SB058000011"""
+record_control,hubspot_company_id,"""8005810011"""
+record_control,hubspot_deal_id,"""8005820011"""
+record_control,gong_evidence_id,"""GE-058-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""08_notice_windows"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,1843945
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-26"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-19 | EVT-058-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-24 | EVT-058-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-29 | EVT-058-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-03 | EVT-058-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-08 | EVT-058-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-13 | EVT-058-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-18 | EVT-058-060-7 | buyer | security review remains seller-owned"", ""2026-06-23 | EVT-058-060-8 | seller | champion requested a revised mutual action plan"", ""2026-06-28 | EVT-058-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-03 | EVT-058-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-08 | EVT-058-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-13 | EVT-058-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-18 | EVT-058-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-23 | EVT-058-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-28 | EVT-058-060-15 | buyer | security review remains seller-owned"", ""2026-08-02 | EVT-058-060-16 | seller | champion requested a revised mutual action plan"", ""2026-08-07 | EVT-058-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-12 | EVT-058-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-17 | EVT-058-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-22 | EVT-058-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-27 | EVT-058-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-01 | EVT-058-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-06 | EVT-058-060-23 | buyer | security review remains seller-owned"", ""2026-09-11 | EVT-058-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-16 | EVT-058-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-21 | EVT-058-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-26 | EVT-058-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-01 | EVT-058-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-06 | EVT-058-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-11 | EVT-058-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-16 | EVT-058-060-31 | buyer | security review remains seller-owned"", ""2026-10-21 | EVT-058-060-32 | seller | champion requested a revised mutual action plan"", ""2026-10-26 | EVT-058-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-31 | EVT-058-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB058000011"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/061_sbp-058-13_08_notice_windows.eml b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/061_sbp-058-13_08_notice_windows.eml
new file mode 100644
index 0000000000000000000000000000000000000000..7d02e49a4dc59615a24e65cb854e8df0851781a2
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/061_sbp-058-13_08_notice_windows.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-13 / 08_notice_windows
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB058000012",
+    "salesforce_opportunity_id": "006SB058000012",
+    "hubspot_company_id": "8005810012",
+    "hubspot_deal_id": "8005820012",
+    "gong_evidence_id": "GE-058-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_notice_windows",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Meridian Works",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1981058,
+    "stage": "Proposal",
+    "close_date": "2026-10-03",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-058-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-25 | EVT-058-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-30 | EVT-058-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-04 | EVT-058-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-058-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-058-061-6 | seller | security review remains seller-owned",
+      "2026-06-19 | EVT-058-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-058-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-058-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-058-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-058-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-058-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-058-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-058-061-14 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-058-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-058-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-058-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-058-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-058-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-058-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-058-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-058-061-22 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-058-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-058-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-058-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-058-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-058-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-058-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-058-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-058-061-30 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-058-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-058-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-058-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-058-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/062_sbp-058-14_08_notice_windows.xml b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/062_sbp-058-14_08_notice_windows.xml
new file mode 100644
index 0000000000000000000000000000000000000000..bfdf6fbc46e28bf404787de19652c1647f52e06d
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/062_sbp-058-14_08_notice_windows.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB058000013",
+  "salesforce_opportunity_id": "006SB058000013",
+  "hubspot_company_id": "8005810013",
+  "hubspot_deal_id": "8005820013",
+  "gong_evidence_id": "GE-058-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "08_notice_windows",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 2118171,
+  "stage": "Qualification",
+  "close_date": "2026-10-10",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-21 | EVT-058-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-26 | EVT-058-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-31 | EVT-058-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-05 | EVT-058-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-10 | EVT-058-062-5 | buyer | security review remains seller-owned",
+    "2026-06-15 | EVT-058-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-20 | EVT-058-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-25 | EVT-058-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-30 | EVT-058-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-05 | EVT-058-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-10 | EVT-058-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-15 | EVT-058-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-20 | EVT-058-062-13 | buyer | security review remains seller-owned",
+    "2026-07-25 | EVT-058-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-30 | EVT-058-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-04 | EVT-058-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-09 | EVT-058-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-14 | EVT-058-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-19 | EVT-058-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-24 | EVT-058-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-29 | EVT-058-062-21 | buyer | security review remains seller-owned",
+    "2026-09-03 | EVT-058-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-08 | EVT-058-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-13 | EVT-058-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-18 | EVT-058-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-23 | EVT-058-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-28 | EVT-058-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-03 | EVT-058-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-08 | EVT-058-062-29 | buyer | security review remains seller-owned",
+    "2026-10-13 | EVT-058-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-18 | EVT-058-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-23 | EVT-058-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-28 | EVT-058-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-02 | EVT-058-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-058-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-058-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/063_sbp-058-15_08_notice_windows.html b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/063_sbp-058-15_08_notice_windows.html
new file mode 100644
index 0000000000000000000000000000000000000000..2baa2e3357554e2d74e3a6395f1cbc596a934e81
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/063_sbp-058-15_08_notice_windows.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;08_notice_windows&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 2255284,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-17&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-22 | EVT-058-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-27 | EVT-058-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-01 | EVT-058-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-06 | EVT-058-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-11 | EVT-058-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-16 | EVT-058-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-21 | EVT-058-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-26 | EVT-058-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-01 | EVT-058-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-06 | EVT-058-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-11 | EVT-058-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-16 | EVT-058-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-21 | EVT-058-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-26 | EVT-058-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-31 | EVT-058-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-05 | EVT-058-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-10 | EVT-058-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-15 | EVT-058-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-20 | EVT-058-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-25 | EVT-058-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-30 | EVT-058-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-04 | EVT-058-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-09 | EVT-058-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-14 | EVT-058-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-19 | EVT-058-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-24 | EVT-058-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-29 | EVT-058-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-04 | EVT-058-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-09 | EVT-058-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-14 | EVT-058-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-19 | EVT-058-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-24 | EVT-058-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-29 | EVT-058-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-03 | EVT-058-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB058000014&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/08_notice_windows/064_sbp-058-16_08_notice_windows.md b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/064_sbp-058-16_08_notice_windows.md
new file mode 100644
index 0000000000000000000000000000000000000000..9d1246c07f2a294c85b79c1cdb04de4c98923c46
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/08_notice_windows/064_sbp-058-16_08_notice_windows.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB058000015",
+    "salesforce_opportunity_id": "006SB058000015",
+    "hubspot_company_id": "8005810015",
+    "hubspot_deal_id": "8005820015",
+    "gong_evidence_id": "GE-058-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_notice_windows",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 2392397,
+    "stage": "Qualification",
+    "close_date": "2026-10-24",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-058-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-28 | EVT-058-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-058-064-3 | buyer | security review remains seller-owned",
+      "2026-06-07 | EVT-058-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-058-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-058-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-058-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-058-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-058-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-058-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-058-064-11 | buyer | security review remains seller-owned",
+      "2026-07-17 | EVT-058-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-058-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-058-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-058-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-058-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-058-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-058-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-058-064-19 | buyer | security review remains seller-owned",
+      "2026-08-26 | EVT-058-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-058-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-058-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-058-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-058-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-058-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-058-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-058-064-27 | buyer | security review remains seller-owned",
+      "2026-10-05 | EVT-058-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-058-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-058-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-058-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-058-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-058-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-058-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/065_sbp-058-01_09_expansion_signals.md b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/065_sbp-058-01_09_expansion_signals.md
new file mode 100644
index 0000000000000000000000000000000000000000..cdaff56eda6dbff886cab4c3c17222e2916e2a28
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/065_sbp-058-01_09_expansion_signals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB058000000",
+    "salesforce_opportunity_id": "006SB058000000",
+    "hubspot_company_id": "8005810000",
+    "hubspot_deal_id": "8005820000",
+    "gong_evidence_id": "GE-058-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_expansion_signals",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 335702,
+    "stage": "Proposal",
+    "close_date": "2026-10-27",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-058-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-29 | EVT-058-065-2 | seller | security review remains seller-owned",
+      "2026-06-03 | EVT-058-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-058-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-058-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-058-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-058-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-058-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-058-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-058-065-10 | seller | security review remains seller-owned",
+      "2026-07-13 | EVT-058-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-058-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-058-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-058-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-058-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-058-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-058-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-058-065-18 | seller | security review remains seller-owned",
+      "2026-08-22 | EVT-058-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-058-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-058-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-058-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-058-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-058-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-058-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-058-065-26 | seller | security review remains seller-owned",
+      "2026-10-01 | EVT-058-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-058-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-058-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-058-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-058-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-058-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-058-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-058-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/066_sbp-058-02_09_expansion_signals.txt b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/066_sbp-058-02_09_expansion_signals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..5257528ac8a7d4380e5b66835f066c89fa2b36c4
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/066_sbp-058-02_09_expansion_signals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB058000001",
+    "salesforce_opportunity_id": "006SB058000001",
+    "hubspot_company_id": "8005810001",
+    "hubspot_deal_id": "8005820001",
+    "gong_evidence_id": "GE-058-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_expansion_signals",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 472815,
+    "stage": "Qualification",
+    "close_date": "2026-11-03",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-058-066-1 | buyer | security review remains seller-owned",
+      "2026-05-30 | EVT-058-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-058-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-058-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-058-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-058-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-058-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-058-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-058-066-9 | buyer | security review remains seller-owned",
+      "2026-07-09 | EVT-058-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-058-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-058-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-058-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-058-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-058-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-058-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-058-066-17 | buyer | security review remains seller-owned",
+      "2026-08-18 | EVT-058-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-058-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-058-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-058-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-058-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-058-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-058-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-058-066-25 | buyer | security review remains seller-owned",
+      "2026-09-27 | EVT-058-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-058-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-058-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-058-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-058-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-058-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-058-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-058-066-33 | buyer | security review remains seller-owned",
+      "2026-11-06 | EVT-058-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/067_sbp-058-03_09_expansion_signals.json b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/067_sbp-058-03_09_expansion_signals.json
new file mode 100644
index 0000000000000000000000000000000000000000..a4c875df912e82960b069057135199e26ac2559e
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/067_sbp-058-03_09_expansion_signals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 609928,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-11-10",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB058000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-058-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.",
+    "required_value": "support_recovery"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-26 | EVT-058-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-058-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-058-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-058-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-058-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-058-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-058-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-058-067-8 | seller | security review remains seller-owned",
+      "2026-07-05 | EVT-058-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-058-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-058-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-058-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-058-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-058-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-058-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-058-067-16 | seller | security review remains seller-owned",
+      "2026-08-14 | EVT-058-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-058-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-058-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-058-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-058-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-058-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-058-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-058-067-24 | seller | security review remains seller-owned",
+      "2026-09-23 | EVT-058-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-058-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-058-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-058-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-058-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-058-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-058-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-058-067-32 | seller | security review remains seller-owned",
+      "2026-11-02 | EVT-058-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-07 | EVT-058-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "09_expansion_signals",
+    "gong_evidence_id": "GE-058-03",
+    "hubspot_company_id": "8005810002",
+    "hubspot_deal_id": "8005820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-03",
+    "salesforce_account_id": "001SB058000002",
+    "salesforce_opportunity_id": "006SB058000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/068_sbp-058-04_09_expansion_signals.csv b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/068_sbp-058-04_09_expansion_signals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..88d435db2d0e72dd9ecb7c705eeebeb9e41331e9
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/068_sbp-058-04_09_expansion_signals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB058000003"""
+record_control,salesforce_opportunity_id,"""006SB058000003"""
+record_control,hubspot_company_id,"""8005810003"""
+record_control,hubspot_deal_id,"""8005820003"""
+record_control,gong_evidence_id,"""GE-058-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""09_expansion_signals"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,747041
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-17"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-27 | EVT-058-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-01 | EVT-058-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-06 | EVT-058-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-11 | EVT-058-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-16 | EVT-058-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-21 | EVT-058-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-26 | EVT-058-068-7 | buyer | security review remains seller-owned"", ""2026-07-01 | EVT-058-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-06 | EVT-058-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-11 | EVT-058-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-16 | EVT-058-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-21 | EVT-058-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-26 | EVT-058-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-31 | EVT-058-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-05 | EVT-058-068-15 | buyer | security review remains seller-owned"", ""2026-08-10 | EVT-058-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-15 | EVT-058-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-20 | EVT-058-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-25 | EVT-058-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-30 | EVT-058-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-04 | EVT-058-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-09 | EVT-058-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-14 | EVT-058-068-23 | buyer | security review remains seller-owned"", ""2026-09-19 | EVT-058-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-24 | EVT-058-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-29 | EVT-058-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-04 | EVT-058-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-09 | EVT-058-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-14 | EVT-058-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-19 | EVT-058-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-24 | EVT-058-068-31 | buyer | security review remains seller-owned"", ""2026-10-29 | EVT-058-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-03 | EVT-058-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-08 | EVT-058-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005820003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/069_sbp-058-05_09_expansion_signals.eml b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/069_sbp-058-05_09_expansion_signals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..650e38bdb31eaaef7241dd5f73e3f41e4d92c6ea
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/069_sbp-058-05_09_expansion_signals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-05 / 09_expansion_signals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB058000004",
+    "salesforce_opportunity_id": "006SB058000004",
+    "hubspot_company_id": "8005810004",
+    "hubspot_deal_id": "8005820004",
+    "gong_evidence_id": "GE-058-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_expansion_signals",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Evergreen Group",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 884154,
+    "stage": "Proposal",
+    "close_date": "2026-11-24",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-058-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-058-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-058-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-058-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-058-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-058-069-6 | seller | security review remains seller-owned",
+      "2026-06-27 | EVT-058-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-058-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-058-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-058-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-058-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-058-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-058-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-058-069-14 | seller | security review remains seller-owned",
+      "2026-08-06 | EVT-058-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-058-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-058-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-058-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-058-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-058-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-058-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-058-069-22 | seller | security review remains seller-owned",
+      "2026-09-15 | EVT-058-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-058-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-058-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-058-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-058-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-058-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-058-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-058-069-30 | seller | security review remains seller-owned",
+      "2026-10-25 | EVT-058-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-058-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-058-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-058-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-05",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/070_sbp-058-06_09_expansion_signals.xml b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/070_sbp-058-06_09_expansion_signals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..ab9fac2e0beaf7806b4cd116cdaacbc4a15912c9
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/070_sbp-058-06_09_expansion_signals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB058000005",
+  "salesforce_opportunity_id": "006SB058000005",
+  "hubspot_company_id": "8005810005",
+  "hubspot_deal_id": "8005820005",
+  "gong_evidence_id": "GE-058-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "09_expansion_signals",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 1021267,
+  "stage": "Qualification",
+  "close_date": "2026-12-01",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-29 | EVT-058-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-03 | EVT-058-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-08 | EVT-058-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-13 | EVT-058-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-18 | EVT-058-070-5 | buyer | security review remains seller-owned",
+    "2026-06-23 | EVT-058-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-28 | EVT-058-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-03 | EVT-058-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-08 | EVT-058-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-13 | EVT-058-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-18 | EVT-058-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-23 | EVT-058-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-28 | EVT-058-070-13 | buyer | security review remains seller-owned",
+    "2026-08-02 | EVT-058-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-07 | EVT-058-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-12 | EVT-058-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-17 | EVT-058-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-22 | EVT-058-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-27 | EVT-058-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-01 | EVT-058-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-06 | EVT-058-070-21 | buyer | security review remains seller-owned",
+    "2026-09-11 | EVT-058-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-16 | EVT-058-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-21 | EVT-058-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-26 | EVT-058-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-01 | EVT-058-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-06 | EVT-058-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-11 | EVT-058-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-16 | EVT-058-070-29 | buyer | security review remains seller-owned",
+    "2026-10-21 | EVT-058-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-26 | EVT-058-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-31 | EVT-058-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-05 | EVT-058-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-10 | EVT-058-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-058-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB058000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "commercial_terms",
+  "reason": "SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/071_sbp-058-07_09_expansion_signals.html b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/071_sbp-058-07_09_expansion_signals.html
new file mode 100644
index 0000000000000000000000000000000000000000..d1eb0cc6c2b7c6acbd189a9db8f0b16ad7be5398
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/071_sbp-058-07_09_expansion_signals.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;09_expansion_signals&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 1158380,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-12-08&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-30 | EVT-058-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-04 | EVT-058-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-09 | EVT-058-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-14 | EVT-058-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-19 | EVT-058-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-24 | EVT-058-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-29 | EVT-058-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-04 | EVT-058-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-09 | EVT-058-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-14 | EVT-058-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-19 | EVT-058-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-24 | EVT-058-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-29 | EVT-058-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-03 | EVT-058-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-08 | EVT-058-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-13 | EVT-058-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-18 | EVT-058-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-23 | EVT-058-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-28 | EVT-058-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-02 | EVT-058-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-07 | EVT-058-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-12 | EVT-058-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-17 | EVT-058-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-22 | EVT-058-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-27 | EVT-058-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-02 | EVT-058-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-07 | EVT-058-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-12 | EVT-058-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-17 | EVT-058-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-22 | EVT-058-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-27 | EVT-058-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-01 | EVT-058-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-06 | EVT-058-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-11 | EVT-058-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8005820006&quot;,
+    &quot;authorized_field&quot;: &quot;renewal_risk&quot;,
+    &quot;current_value&quot;: &quot;unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/072_sbp-058-08_09_expansion_signals.md b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/072_sbp-058-08_09_expansion_signals.md
new file mode 100644
index 0000000000000000000000000000000000000000..7b8817142b1ac2d75721b129ce1e42f2e7f72571
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/09_expansion_signals/072_sbp-058-08_09_expansion_signals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB058000007",
+    "salesforce_opportunity_id": "006SB058000007",
+    "hubspot_company_id": "8005810007",
+    "hubspot_deal_id": "8005820007",
+    "gong_evidence_id": "GE-058-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_expansion_signals",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Harbor Partners",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1295493,
+    "stage": "Qualification",
+    "close_date": "2026-12-15",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-058-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-058-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-058-072-3 | buyer | security review remains seller-owned",
+      "2026-06-15 | EVT-058-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-058-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-058-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-058-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-058-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-058-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-058-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-058-072-11 | buyer | security review remains seller-owned",
+      "2026-07-25 | EVT-058-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-058-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-058-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-058-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-058-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-058-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-058-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-058-072-19 | buyer | security review remains seller-owned",
+      "2026-09-03 | EVT-058-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-058-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-058-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-058-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-058-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-058-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-058-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-058-072-27 | buyer | security review remains seller-owned",
+      "2026-10-13 | EVT-058-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-058-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-058-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-058-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-058-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-058-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-058-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000007",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/073_sbp-058-09_10_handoff_policy.md b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/073_sbp-058-09_10_handoff_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..1f7dc0481e4bcd05c824fe96ce92a21c010b24fc
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/073_sbp-058-09_10_handoff_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB058000008",
+    "salesforce_opportunity_id": "006SB058000008",
+    "hubspot_company_id": "8005810008",
+    "hubspot_deal_id": "8005820008",
+    "gong_evidence_id": "GE-058-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_handoff_policy",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Indigo Networks",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1432606,
+    "stage": "Proposal",
+    "close_date": "2026-09-05",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-058-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-058-073-2 | seller | security review remains seller-owned",
+      "2026-06-11 | EVT-058-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-058-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-058-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-058-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-058-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-058-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-058-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-058-073-10 | seller | security review remains seller-owned",
+      "2026-07-21 | EVT-058-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-058-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-058-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-058-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-058-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-058-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-058-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-058-073-18 | seller | security review remains seller-owned",
+      "2026-08-30 | EVT-058-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-058-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-058-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-058-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-058-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-058-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-058-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-058-073-26 | seller | security review remains seller-owned",
+      "2026-10-09 | EVT-058-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-058-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-058-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-058-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-058-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-058-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-058-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-13 | EVT-058-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/074_sbp-058-10_10_handoff_policy.txt b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/074_sbp-058-10_10_handoff_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..18b68aab48567d995bc853d961f9330f480919c5
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/074_sbp-058-10_10_handoff_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB058000009",
+    "salesforce_opportunity_id": "006SB058000009",
+    "hubspot_company_id": "8005810009",
+    "hubspot_deal_id": "8005820009",
+    "gong_evidence_id": "GE-058-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_handoff_policy",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Juniper Labs",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1569719,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-058-074-1 | buyer | security review remains seller-owned",
+      "2026-06-07 | EVT-058-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-058-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-058-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-058-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-058-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-058-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-058-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-058-074-9 | buyer | security review remains seller-owned",
+      "2026-07-17 | EVT-058-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-058-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-058-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-058-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-058-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-058-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-058-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-058-074-17 | buyer | security review remains seller-owned",
+      "2026-08-26 | EVT-058-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-058-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-058-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-058-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-058-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-058-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-058-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-058-074-25 | buyer | security review remains seller-owned",
+      "2026-10-05 | EVT-058-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-058-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-058-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-058-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-058-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-058-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-058-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-058-074-33 | buyer | security review remains seller-owned",
+      "2026-11-14 | EVT-058-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/075_sbp-058-11_10_handoff_policy.json b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/075_sbp-058-11_10_handoff_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..3f3feba051090c5482be7b27d09c88eb6fbff1ba
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/075_sbp-058-11_10_handoff_policy.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1706832,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-09-19",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-03",
+    "decision_code": "HOLD-058-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-03 | EVT-058-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-058-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-058-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-058-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-058-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-058-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-058-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-058-075-8 | seller | security review remains seller-owned",
+      "2026-07-13 | EVT-058-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-058-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-058-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-058-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-058-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-058-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-058-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-058-075-16 | seller | security review remains seller-owned",
+      "2026-08-22 | EVT-058-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-058-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-058-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-058-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-058-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-058-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-058-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-058-075-24 | seller | security review remains seller-owned",
+      "2026-10-01 | EVT-058-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-058-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-058-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-058-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-058-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-058-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-058-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-058-075-32 | seller | security review remains seller-owned",
+      "2026-11-10 | EVT-058-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-15 | EVT-058-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "10_handoff_policy",
+    "gong_evidence_id": "GE-058-11",
+    "hubspot_company_id": "8005810010",
+    "hubspot_deal_id": "8005820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-11",
+    "salesforce_account_id": "001SB058000010",
+    "salesforce_opportunity_id": "006SB058000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/076_sbp-058-12_10_handoff_policy.csv b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/076_sbp-058-12_10_handoff_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..4210a5f173a528ef1dfb08e591e618fbaa1240f5
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/076_sbp-058-12_10_handoff_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB058000011"""
+record_control,salesforce_opportunity_id,"""006SB058000011"""
+record_control,hubspot_company_id,"""8005810011"""
+record_control,hubspot_deal_id,"""8005820011"""
+record_control,gong_evidence_id,"""GE-058-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""10_handoff_policy"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,1843945
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-26"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-04 | EVT-058-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-09 | EVT-058-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-14 | EVT-058-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-19 | EVT-058-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-24 | EVT-058-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-29 | EVT-058-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-04 | EVT-058-076-7 | buyer | security review remains seller-owned"", ""2026-07-09 | EVT-058-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-14 | EVT-058-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-19 | EVT-058-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-24 | EVT-058-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-29 | EVT-058-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-03 | EVT-058-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-08 | EVT-058-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-13 | EVT-058-076-15 | buyer | security review remains seller-owned"", ""2026-08-18 | EVT-058-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-23 | EVT-058-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-28 | EVT-058-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-02 | EVT-058-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-07 | EVT-058-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-12 | EVT-058-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-17 | EVT-058-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-22 | EVT-058-076-23 | buyer | security review remains seller-owned"", ""2026-09-27 | EVT-058-076-24 | seller | champion requested a revised mutual action plan"", ""2026-10-02 | EVT-058-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-07 | EVT-058-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-12 | EVT-058-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-17 | EVT-058-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-22 | EVT-058-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-27 | EVT-058-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-01 | EVT-058-076-31 | buyer | security review remains seller-owned"", ""2026-11-06 | EVT-058-076-32 | seller | champion requested a revised mutual action plan"", ""2026-11-11 | EVT-058-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-16 | EVT-058-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB058000011"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/077_sbp-058-13_10_handoff_policy.eml b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/077_sbp-058-13_10_handoff_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..e0bb5b1449ac79349a3d07064560a0b77c8bdb8e
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/077_sbp-058-13_10_handoff_policy.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-13 / 10_handoff_policy
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB058000012",
+    "salesforce_opportunity_id": "006SB058000012",
+    "hubspot_company_id": "8005810012",
+    "hubspot_deal_id": "8005820012",
+    "gong_evidence_id": "GE-058-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_handoff_policy",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Meridian Works",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1981058,
+    "stage": "Proposal",
+    "close_date": "2026-10-03",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-058-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-058-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-058-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-058-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-058-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-058-077-6 | seller | security review remains seller-owned",
+      "2026-07-05 | EVT-058-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-058-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-058-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-058-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-058-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-058-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-058-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-058-077-14 | seller | security review remains seller-owned",
+      "2026-08-14 | EVT-058-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-058-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-058-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-058-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-058-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-058-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-058-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-058-077-22 | seller | security review remains seller-owned",
+      "2026-09-23 | EVT-058-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-058-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-058-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-058-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-058-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-058-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-058-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-058-077-30 | seller | security review remains seller-owned",
+      "2026-11-02 | EVT-058-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-07 | EVT-058-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-12 | EVT-058-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-17 | EVT-058-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/078_sbp-058-14_10_handoff_policy.xml b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/078_sbp-058-14_10_handoff_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..e4c0f89056902e96e57bc1d23978a4a7c96f7964
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/078_sbp-058-14_10_handoff_policy.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB058000013",
+  "salesforce_opportunity_id": "006SB058000013",
+  "hubspot_company_id": "8005810013",
+  "hubspot_deal_id": "8005820013",
+  "gong_evidence_id": "GE-058-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "10_handoff_policy",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 2118171,
+  "stage": "Qualification",
+  "close_date": "2026-10-10",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-06 | EVT-058-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-11 | EVT-058-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-16 | EVT-058-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-21 | EVT-058-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-26 | EVT-058-078-5 | buyer | security review remains seller-owned",
+    "2026-07-01 | EVT-058-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-06 | EVT-058-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-11 | EVT-058-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-16 | EVT-058-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-21 | EVT-058-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-26 | EVT-058-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-31 | EVT-058-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-05 | EVT-058-078-13 | buyer | security review remains seller-owned",
+    "2026-08-10 | EVT-058-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-15 | EVT-058-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-20 | EVT-058-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-25 | EVT-058-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-30 | EVT-058-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-04 | EVT-058-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-09 | EVT-058-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-14 | EVT-058-078-21 | buyer | security review remains seller-owned",
+    "2026-09-19 | EVT-058-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-24 | EVT-058-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-29 | EVT-058-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-04 | EVT-058-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-09 | EVT-058-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-14 | EVT-058-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-19 | EVT-058-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-24 | EVT-058-078-29 | buyer | security review remains seller-owned",
+    "2026-10-29 | EVT-058-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-03 | EVT-058-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-08 | EVT-058-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-13 | EVT-058-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-18 | EVT-058-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-058-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-058-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/079_sbp-058-15_10_handoff_policy.html b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/079_sbp-058-15_10_handoff_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..4a3820d11e2f993e664dd710b6ec0117101622ea
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/079_sbp-058-15_10_handoff_policy.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;10_handoff_policy&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 2255284,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-17&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-07 | EVT-058-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-12 | EVT-058-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-17 | EVT-058-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-22 | EVT-058-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-27 | EVT-058-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-02 | EVT-058-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-07 | EVT-058-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-12 | EVT-058-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-17 | EVT-058-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-22 | EVT-058-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-27 | EVT-058-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-01 | EVT-058-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-06 | EVT-058-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-11 | EVT-058-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-16 | EVT-058-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-21 | EVT-058-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-26 | EVT-058-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-31 | EVT-058-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-05 | EVT-058-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-10 | EVT-058-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-15 | EVT-058-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-20 | EVT-058-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-25 | EVT-058-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-30 | EVT-058-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-05 | EVT-058-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-10 | EVT-058-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-15 | EVT-058-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-20 | EVT-058-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-25 | EVT-058-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-30 | EVT-058-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-04 | EVT-058-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-09 | EVT-058-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-14 | EVT-058-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-19 | EVT-058-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB058000014&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/080_sbp-058-16_10_handoff_policy.md b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/080_sbp-058-16_10_handoff_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..82260eae4c8dd5344842a8c4bf164a1b18b2c795
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/10_handoff_policy/080_sbp-058-16_10_handoff_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB058000015",
+    "salesforce_opportunity_id": "006SB058000015",
+    "hubspot_company_id": "8005810015",
+    "hubspot_deal_id": "8005820015",
+    "gong_evidence_id": "GE-058-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_handoff_policy",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 2392397,
+    "stage": "Qualification",
+    "close_date": "2026-10-24",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-058-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-058-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-058-080-3 | buyer | security review remains seller-owned",
+      "2026-06-23 | EVT-058-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-058-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-058-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-058-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-058-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-058-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-058-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-058-080-11 | buyer | security review remains seller-owned",
+      "2026-08-02 | EVT-058-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-058-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-058-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-058-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-058-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-058-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-058-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-058-080-19 | buyer | security review remains seller-owned",
+      "2026-09-11 | EVT-058-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-058-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-058-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-058-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-058-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-058-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-058-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-058-080-27 | buyer | security review remains seller-owned",
+      "2026-10-21 | EVT-058-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-058-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-058-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-058-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-058-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-058-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-058-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/081_sbp-058-01_11_risks.md b/task_files/sb100-058-vista-auto-renewal/11_risks/081_sbp-058-01_11_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..28464e1435617eba3b3c2c1e91439a2fd30efc5a
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/081_sbp-058-01_11_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB058000000",
+    "salesforce_opportunity_id": "006SB058000000",
+    "hubspot_company_id": "8005810000",
+    "hubspot_deal_id": "8005820000",
+    "gong_evidence_id": "GE-058-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_risks",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 335702,
+    "stage": "Proposal",
+    "close_date": "2026-10-27",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-058-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-058-081-2 | seller | security review remains seller-owned",
+      "2026-06-19 | EVT-058-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-058-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-058-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-058-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-058-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-058-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-058-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-058-081-10 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-058-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-058-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-058-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-058-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-058-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-058-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-058-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-058-081-18 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-058-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-058-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-058-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-058-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-058-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-058-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-058-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-058-081-26 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-058-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-058-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-058-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-058-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-058-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-058-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-058-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-058-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000000",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/082_sbp-058-02_11_risks.txt b/task_files/sb100-058-vista-auto-renewal/11_risks/082_sbp-058-02_11_risks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ce87c8b7915983b7e34e92ffccdf96b94c692704
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/082_sbp-058-02_11_risks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB058000001",
+    "salesforce_opportunity_id": "006SB058000001",
+    "hubspot_company_id": "8005810001",
+    "hubspot_deal_id": "8005820001",
+    "gong_evidence_id": "GE-058-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_risks",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 472815,
+    "stage": "Qualification",
+    "close_date": "2026-11-03",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-10 | EVT-058-082-1 | buyer | security review remains seller-owned",
+      "2026-06-15 | EVT-058-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-058-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-058-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-058-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-058-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-058-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-058-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-058-082-9 | buyer | security review remains seller-owned",
+      "2026-07-25 | EVT-058-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-058-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-058-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-058-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-058-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-058-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-058-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-058-082-17 | buyer | security review remains seller-owned",
+      "2026-09-03 | EVT-058-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-058-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-058-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-058-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-058-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-058-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-058-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-058-082-25 | buyer | security review remains seller-owned",
+      "2026-10-13 | EVT-058-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-058-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-058-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-058-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-058-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-058-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-058-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-058-082-33 | buyer | security review remains seller-owned",
+      "2026-11-22 | EVT-058-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820001",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/083_sbp-058-03_11_risks.json b/task_files/sb100-058-vista-auto-renewal/11_risks/083_sbp-058-03_11_risks.json
new file mode 100644
index 0000000000000000000000000000000000000000..ca8b6877acc5efaf6b27adff14fa14fd3c234ddc
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/083_sbp-058-03_11_risks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 609928,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-11-10",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB058000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-01",
+    "decision_code": "CHG-058-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.",
+    "required_value": "support_recovery"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-11 | EVT-058-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-058-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-058-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-058-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-058-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-058-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-058-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-058-083-8 | seller | security review remains seller-owned",
+      "2026-07-21 | EVT-058-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-058-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-058-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-058-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-058-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-058-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-058-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-058-083-16 | seller | security review remains seller-owned",
+      "2026-08-30 | EVT-058-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-058-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-058-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-058-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-058-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-058-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-058-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-058-083-24 | seller | security review remains seller-owned",
+      "2026-10-09 | EVT-058-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-058-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-058-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-058-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-058-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-058-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-058-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-13 | EVT-058-083-32 | seller | security review remains seller-owned",
+      "2026-11-18 | EVT-058-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-23 | EVT-058-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Platform",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "11_risks",
+    "gong_evidence_id": "GE-058-03",
+    "hubspot_company_id": "8005810002",
+    "hubspot_deal_id": "8005820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-03",
+    "salesforce_account_id": "001SB058000002",
+    "salesforce_opportunity_id": "006SB058000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/084_sbp-058-04_11_risks.csv b/task_files/sb100-058-vista-auto-renewal/11_risks/084_sbp-058-04_11_risks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..1a9a143e4664be5be2d0788e54a1098b3edb7d55
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/084_sbp-058-04_11_risks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB058000003"""
+record_control,salesforce_opportunity_id,"""006SB058000003"""
+record_control,hubspot_company_id,"""8005810003"""
+record_control,hubspot_deal_id,"""8005820003"""
+record_control,gong_evidence_id,"""GE-058-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""11_risks"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,747041
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-11-17"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-12 | EVT-058-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-17 | EVT-058-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-22 | EVT-058-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-27 | EVT-058-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-02 | EVT-058-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-07 | EVT-058-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-12 | EVT-058-084-7 | buyer | security review remains seller-owned"", ""2026-07-17 | EVT-058-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-22 | EVT-058-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-27 | EVT-058-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-01 | EVT-058-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-06 | EVT-058-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-11 | EVT-058-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-16 | EVT-058-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-21 | EVT-058-084-15 | buyer | security review remains seller-owned"", ""2026-08-26 | EVT-058-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-31 | EVT-058-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-05 | EVT-058-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-10 | EVT-058-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-15 | EVT-058-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-20 | EVT-058-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-25 | EVT-058-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-30 | EVT-058-084-23 | buyer | security review remains seller-owned"", ""2026-10-05 | EVT-058-084-24 | seller | champion requested a revised mutual action plan"", ""2026-10-10 | EVT-058-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-15 | EVT-058-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-20 | EVT-058-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-25 | EVT-058-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-30 | EVT-058-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-04 | EVT-058-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-09 | EVT-058-084-31 | buyer | security review remains seller-owned"", ""2026-11-14 | EVT-058-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-19 | EVT-058-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-24 | EVT-058-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8005820003"""
+decision,authorized_field,"""renewal_risk"""
+decision,current_value,"""unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/085_sbp-058-05_11_risks.eml b/task_files/sb100-058-vista-auto-renewal/11_risks/085_sbp-058-05_11_risks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..961d3d1b706152af3174974caceddfd4d12a6e73
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/085_sbp-058-05_11_risks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-05 / 11_risks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB058000004",
+    "salesforce_opportunity_id": "006SB058000004",
+    "hubspot_company_id": "8005810004",
+    "hubspot_deal_id": "8005820004",
+    "gong_evidence_id": "GE-058-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_risks",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Evergreen Group",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 884154,
+    "stage": "Proposal",
+    "close_date": "2026-11-24",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-058-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-058-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-058-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-058-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-058-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-058-085-6 | seller | security review remains seller-owned",
+      "2026-07-13 | EVT-058-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-058-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-058-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-058-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-058-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-058-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-058-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-058-085-14 | seller | security review remains seller-owned",
+      "2026-08-22 | EVT-058-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-058-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-058-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-058-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-058-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-058-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-058-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-058-085-22 | seller | security review remains seller-owned",
+      "2026-10-01 | EVT-058-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-058-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-058-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-058-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-058-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-058-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-058-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-058-085-30 | seller | security review remains seller-owned",
+      "2026-11-10 | EVT-058-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-15 | EVT-058-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-20 | EVT-058-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-25 | EVT-058-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-05",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/086_sbp-058-06_11_risks.xml b/task_files/sb100-058-vista-auto-renewal/11_risks/086_sbp-058-06_11_risks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..5345b0805881608405aca76266415289d0b6d816
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/086_sbp-058-06_11_risks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB058000005",
+  "salesforce_opportunity_id": "006SB058000005",
+  "hubspot_company_id": "8005810005",
+  "hubspot_deal_id": "8005820005",
+  "gong_evidence_id": "GE-058-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "11_risks",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 1021267,
+  "stage": "Qualification",
+  "close_date": "2026-12-01",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-14 | EVT-058-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-19 | EVT-058-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-24 | EVT-058-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-29 | EVT-058-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-04 | EVT-058-086-5 | buyer | security review remains seller-owned",
+    "2026-07-09 | EVT-058-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-14 | EVT-058-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-19 | EVT-058-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-24 | EVT-058-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-29 | EVT-058-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-03 | EVT-058-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-08 | EVT-058-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-13 | EVT-058-086-13 | buyer | security review remains seller-owned",
+    "2026-08-18 | EVT-058-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-23 | EVT-058-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-28 | EVT-058-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-02 | EVT-058-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-07 | EVT-058-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-12 | EVT-058-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-17 | EVT-058-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-22 | EVT-058-086-21 | buyer | security review remains seller-owned",
+    "2026-09-27 | EVT-058-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-02 | EVT-058-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-07 | EVT-058-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-12 | EVT-058-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-17 | EVT-058-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-22 | EVT-058-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-27 | EVT-058-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-01 | EVT-058-086-29 | buyer | security review remains seller-owned",
+    "2026-11-06 | EVT-058-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-11 | EVT-058-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-16 | EVT-058-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-21 | EVT-058-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-26 | EVT-058-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-058-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB058000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "commercial_terms",
+  "reason": "SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/087_sbp-058-07_11_risks.html b/task_files/sb100-058-vista-auto-renewal/11_risks/087_sbp-058-07_11_risks.html
new file mode 100644
index 0000000000000000000000000000000000000000..488696ec6533cb4c5f21ad5324c9e1e0cc923d7e
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/087_sbp-058-07_11_risks.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;11_risks&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 1158380,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-12-08&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-15 | EVT-058-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-20 | EVT-058-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-25 | EVT-058-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-30 | EVT-058-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-05 | EVT-058-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-10 | EVT-058-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-15 | EVT-058-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-20 | EVT-058-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-25 | EVT-058-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-30 | EVT-058-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-04 | EVT-058-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-09 | EVT-058-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-14 | EVT-058-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-19 | EVT-058-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-24 | EVT-058-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-29 | EVT-058-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-03 | EVT-058-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-08 | EVT-058-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-13 | EVT-058-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-18 | EVT-058-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-23 | EVT-058-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-28 | EVT-058-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-03 | EVT-058-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-08 | EVT-058-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-13 | EVT-058-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-18 | EVT-058-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-23 | EVT-058-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-28 | EVT-058-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-02 | EVT-058-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-07 | EVT-058-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-12 | EVT-058-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-17 | EVT-058-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-22 | EVT-058-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-27 | EVT-058-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8005820006&quot;,
+    &quot;authorized_field&quot;: &quot;renewal_risk&quot;,
+    &quot;current_value&quot;: &quot;unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/11_risks/088_sbp-058-08_11_risks.md b/task_files/sb100-058-vista-auto-renewal/11_risks/088_sbp-058-08_11_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..685734cd8f0371cca8f00e644186bd724ecbfe7f
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/11_risks/088_sbp-058-08_11_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB058000007",
+    "salesforce_opportunity_id": "006SB058000007",
+    "hubspot_company_id": "8005810007",
+    "hubspot_deal_id": "8005820007",
+    "gong_evidence_id": "GE-058-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_risks",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Harbor Partners",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1295493,
+    "stage": "Qualification",
+    "close_date": "2026-12-15",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-058-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-058-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-058-088-3 | buyer | security review remains seller-owned",
+      "2026-07-01 | EVT-058-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-058-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-058-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-058-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-058-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-058-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-058-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-058-088-11 | buyer | security review remains seller-owned",
+      "2026-08-10 | EVT-058-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-058-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-058-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-058-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-058-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-058-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-058-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-058-088-19 | buyer | security review remains seller-owned",
+      "2026-09-19 | EVT-058-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-058-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-058-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-058-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-058-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-058-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-058-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-058-088-27 | buyer | security review remains seller-owned",
+      "2026-10-29 | EVT-058-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-058-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-08 | EVT-058-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-13 | EVT-058-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-18 | EVT-058-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-23 | EVT-058-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-28 | EVT-058-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB058000007",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/089_sbp-058-09_12_deliverables.md b/task_files/sb100-058-vista-auto-renewal/12_deliverables/089_sbp-058-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..590e98f2de9677530c758bfa3da321261eef3eff
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/089_sbp-058-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB058000008",
+    "salesforce_opportunity_id": "006SB058000008",
+    "hubspot_company_id": "8005810008",
+    "hubspot_deal_id": "8005820008",
+    "gong_evidence_id": "GE-058-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Indigo Networks",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1432606,
+    "stage": "Proposal",
+    "close_date": "2026-09-05",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-058-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-058-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-058-089-2 | seller | security review remains seller-owned",
+      "2026-06-27 | EVT-058-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-058-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-058-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-058-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-058-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-058-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-058-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-058-089-10 | seller | security review remains seller-owned",
+      "2026-08-06 | EVT-058-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-058-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-058-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-058-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-058-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-058-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-058-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-058-089-18 | seller | security review remains seller-owned",
+      "2026-09-15 | EVT-058-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-058-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-058-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-058-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-058-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-058-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-058-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-058-089-26 | seller | security review remains seller-owned",
+      "2026-10-25 | EVT-058-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-058-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-058-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-058-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-14 | EVT-058-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-19 | EVT-058-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-24 | EVT-058-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-29 | EVT-058-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820008",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "single_threaded",
+    "reason": "SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/090_sbp-058-10_12_deliverables.txt b/task_files/sb100-058-vista-auto-renewal/12_deliverables/090_sbp-058-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..53f1dea468a535d5c6e3f1ebfeebc450d0bbdda0
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/090_sbp-058-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB058000009",
+    "salesforce_opportunity_id": "006SB058000009",
+    "hubspot_company_id": "8005810009",
+    "hubspot_deal_id": "8005820009",
+    "gong_evidence_id": "GE-058-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Juniper Labs",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1569719,
+    "stage": "Qualification",
+    "close_date": "2026-09-12",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-058-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-058-090-1 | buyer | security review remains seller-owned",
+      "2026-06-23 | EVT-058-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-058-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-058-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-058-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-058-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-058-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-058-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-058-090-9 | buyer | security review remains seller-owned",
+      "2026-08-02 | EVT-058-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-058-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-058-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-058-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-058-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-058-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-058-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-058-090-17 | buyer | security review remains seller-owned",
+      "2026-09-11 | EVT-058-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-058-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-058-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-058-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-058-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-058-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-058-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-058-090-25 | buyer | security review remains seller-owned",
+      "2026-10-21 | EVT-058-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-058-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-058-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-058-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-058-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-058-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-058-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-25 | EVT-058-090-33 | buyer | security review remains seller-owned",
+      "2026-11-30 | EVT-058-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-058-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-058-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/091_sbp-058-11_12_deliverables.json b/task_files/sb100-058-vista-auto-renewal/12_deliverables/091_sbp-058-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..86c31529309187581c6114dd7de171cbd449a9d8
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/091_sbp-058-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1706832,
+    "benchmark_company": "Vista Commerce",
+    "close_date": "2026-09-19",
+    "industry": "commerce software",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "stage": "Proposal"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-03",
+    "decision_code": "HOLD-058-11",
+    "eligible_for_requested_workflow": false,
+    "owner": "Amina Yusuf",
+    "reason": "SBP-058-11 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-19 | EVT-058-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-058-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-058-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-058-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-058-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-058-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-058-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-058-091-8 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-058-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-058-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-058-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-058-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-058-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-058-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-058-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-058-091-16 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-058-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-058-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-058-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-058-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-058-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-058-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-058-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-058-091-24 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-058-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-058-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-058-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-058-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-058-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-058-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-058-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-058-091-32 | seller | security review remains seller-owned",
+      "2026-11-26 | EVT-058-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-12-01 | EVT-058-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-058-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "support_recovery",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-058-11",
+    "hubspot_company_id": "8005810010",
+    "hubspot_deal_id": "8005820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-058-11",
+    "salesforce_account_id": "001SB058000010",
+    "salesforce_opportunity_id": "006SB058000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-058-vista-auto-renewal"
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/092_sbp-058-12_12_deliverables.csv b/task_files/sb100-058-vista-auto-renewal/12_deliverables/092_sbp-058-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..8cd0ea25b52272b448525f91ccc46abc5e98ed30
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/092_sbp-058-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-058-vista-auto-renewal"""
+record_control,portfolio_key,"""SBP-058-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB058000011"""
+record_control,salesforce_opportunity_id,"""006SB058000011"""
+record_control,hubspot_company_id,"""8005810011"""
+record_control,hubspot_deal_id,"""8005820011"""
+record_control,gong_evidence_id,"""GE-058-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Vista Commerce"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""commerce software"""
+business_context,region,"""North America"""
+business_context,requester,"""Commercial Operations Counsel"""
+business_context,amount_usd,1843945
+business_context,stage,"""Qualification"""
+business_context,close_date,"""2026-09-26"""
+business_context,owner,"""Theo Martin"""
+business_context,owner_role,"""Channel Manager"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""security_review"""
+evidence,gong_summary,"""Permitted Gong insight GE-058-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-01 | EVT-058-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-06 | EVT-058-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-11 | EVT-058-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-16 | EVT-058-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-21 | EVT-058-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-26 | EVT-058-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-05-31 | EVT-058-092-7 | buyer | security review remains seller-owned"", ""2026-06-05 | EVT-058-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-10 | EVT-058-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-058-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-058-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-058-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-058-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-058-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-058-092-15 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-058-092-16 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-058-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-058-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-058-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-058-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-058-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-058-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-058-092-23 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-058-092-24 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-058-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-058-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-058-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-058-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-058-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-058-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-058-092-31 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-058-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-058-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-058-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-058-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB058000011"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""security_review"""
+decision,reason,"""SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy."""
+decision,owner,"""Theo Martin"""
+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
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/093_sbp-058-13_12_deliverables.eml b/task_files/sb100-058-vista-auto-renewal/12_deliverables/093_sbp-058-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..82fedd820fb9659d697e5e57565038f51f19fa55
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/093_sbp-058-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-058-vista-auto-renewal.example
+To: portfolio-review@sb100-058-vista-auto-renewal.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-058-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB058000012",
+    "salesforce_opportunity_id": "006SB058000012",
+    "hubspot_company_id": "8005810012",
+    "hubspot_deal_id": "8005820012",
+    "gong_evidence_id": "GE-058-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Meridian Works",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 1981058,
+    "stage": "Proposal",
+    "close_date": "2026-10-03",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-058-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-058-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-07 | EVT-058-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-12 | EVT-058-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-17 | EVT-058-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-058-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-058-093-6 | seller | security review remains seller-owned",
+      "2026-06-01 | EVT-058-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-058-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-058-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-058-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-058-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-058-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-058-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-058-093-14 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-058-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-058-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-058-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-058-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-058-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-058-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-058-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-058-093-22 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-058-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-058-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-058-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-058-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-058-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-058-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-058-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-058-093-30 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-058-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-058-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-058-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-058-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "identity_ambiguity",
+    "reason": "SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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
+  }
+}
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/094_sbp-058-14_12_deliverables.xml b/task_files/sb100-058-vista-auto-renewal/12_deliverables/094_sbp-058-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..15ca03efea214020fa7bdc6313e10c218e5ed322
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/094_sbp-058-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-058-vista-auto-renewal",
+  "portfolio_key": "SBP-058-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB058000013",
+  "salesforce_opportunity_id": "006SB058000013",
+  "hubspot_company_id": "8005810013",
+  "hubspot_deal_id": "8005820013",
+  "gong_evidence_id": "GE-058-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Vista Commerce",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "commerce software",
+  "region": "North America",
+  "requester": "Commercial Operations Counsel",
+  "amount_usd": 2118171,
+  "stage": "Qualification",
+  "close_date": "2026-10-10",
+  "owner": "Elena Rossi",
+  "owner_role": "SDR Manager"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "commercial_terms",
+  "gong_summary": "Permitted Gong insight GE-058-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-03 | EVT-058-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-08 | EVT-058-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-13 | EVT-058-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-18 | EVT-058-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-23 | EVT-058-094-5 | buyer | security review remains seller-owned",
+    "2026-05-28 | EVT-058-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-02 | EVT-058-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-07 | EVT-058-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-12 | EVT-058-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-058-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-058-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-058-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-058-094-13 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-058-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-058-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-058-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-058-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-058-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-058-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-058-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-058-094-21 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-058-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-058-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-058-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-058-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-058-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-058-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-058-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-058-094-29 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-058-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-058-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-058-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-058-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-058-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-058-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-058-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Elena Rossi",
+  "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>
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/095_sbp-058-15_12_deliverables.html b/task_files/sb100-058-vista-auto-renewal/12_deliverables/095_sbp-058-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..75fc585af49c740e5625f56ebcd20c089668e315
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/095_sbp-058-15_12_deliverables.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;sb100-058-vista-auto-renewal&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-058-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB058000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB058000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8005810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8005820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-058-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Vista Commerce&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;commerce software&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Commercial Operations Counsel&quot;,
+    &quot;amount_usd&quot;: 2255284,
+    &quot;stage&quot;: &quot;Proposal&quot;,
+    &quot;close_date&quot;: &quot;2026-10-17&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&quot;,
+    &quot;owner_role&quot;: &quot;Enterprise AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;procurement_timing&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-058-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-04 | EVT-058-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-09 | EVT-058-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-14 | EVT-058-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-19 | EVT-058-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-24 | EVT-058-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-29 | EVT-058-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-03 | EVT-058-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-08 | EVT-058-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-13 | EVT-058-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-058-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-058-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-058-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-058-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-058-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-058-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-058-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-058-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-058-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-058-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-058-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-058-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-058-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-058-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-058-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-058-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-058-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-058-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-058-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-058-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-058-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-058-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-058-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-058-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-058-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-058-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;006SB058000014&quot;,
+    &quot;authorized_field&quot;: &quot;Renewal_Risk__c&quot;,
+    &quot;current_value&quot;: &quot;Unreviewed&quot;,
+    &quot;required_value&quot;: &quot;procurement_timing&quot;,
+    &quot;reason&quot;: &quot;SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Maya Chen&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>
diff --git a/task_files/sb100-058-vista-auto-renewal/12_deliverables/096_sbp-058-16_12_deliverables.md b/task_files/sb100-058-vista-auto-renewal/12_deliverables/096_sbp-058-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..a0152927fc6bbef62f4d12e9cace11ed94fea8f9
--- /dev/null
+++ b/task_files/sb100-058-vista-auto-renewal/12_deliverables/096_sbp-058-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-058-vista-auto-renewal",
+    "portfolio_key": "SBP-058-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB058000015",
+    "salesforce_opportunity_id": "006SB058000015",
+    "hubspot_company_id": "8005810015",
+    "hubspot_deal_id": "8005820015",
+    "gong_evidence_id": "GE-058-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Vista Commerce",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "commerce software",
+    "region": "North America",
+    "requester": "Commercial Operations Counsel",
+    "amount_usd": 2392397,
+    "stage": "Qualification",
+    "close_date": "2026-10-24",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-058-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-058-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-10 | EVT-058-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-15 | EVT-058-096-3 | buyer | security review remains seller-owned",
+      "2026-05-20 | EVT-058-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-058-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-058-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-058-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-058-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-058-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-058-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-058-096-11 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-058-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-058-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-058-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-058-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-058-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-058-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-058-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-058-096-19 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-058-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-058-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-058-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-058-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-058-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-058-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-058-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-058-096-27 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-058-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-058-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-058-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-058-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-058-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-058-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-058-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-058-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005820015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "consent_conflict",
+    "reason": "SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/001_sbp-060-01_01_contracts.md b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/001_sbp-060-01_01_contracts.md
new file mode 100644
index 0000000000000000000000000000000000000000..28150d7c7c5d8638b236f3d812eb5fd2d174b23d
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/001_sbp-060-01_01_contracts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB060000000",
+    "salesforce_opportunity_id": "006SB060000000",
+    "hubspot_company_id": "8006010000",
+    "hubspot_deal_id": "8006020000",
+    "gong_evidence_id": "GE-060-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "01_contracts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Alder Holdings",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 503140,
+    "stage": "Prospecting",
+    "close_date": "2026-10-29",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-01 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-060-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-17 | EVT-060-001-2 | seller | security review remains seller-owned",
+      "2026-05-22 | EVT-060-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-060-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-060-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-060-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-060-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-060-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-060-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-060-001-10 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-060-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-060-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-060-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-060-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-060-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-060-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-060-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-060-001-18 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-060-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-060-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-060-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-060-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-060-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-060-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-060-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-060-001-26 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-060-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-060-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-060-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-060-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-060-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-060-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-060-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-060-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-060-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-060-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/002_sbp-060-02_01_contracts.txt b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/002_sbp-060-02_01_contracts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..510e9dac029f0ebc56fdb96c3a2528e0477bd433
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/002_sbp-060-02_01_contracts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB060000001",
+    "salesforce_opportunity_id": "006SB060000001",
+    "hubspot_company_id": "8006010001",
+    "hubspot_deal_id": "8006020001",
+    "gong_evidence_id": "GE-060-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "01_contracts",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Beacon Systems",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 640253,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-02 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-060-002-1 | buyer | security review remains seller-owned",
+      "2026-05-18 | EVT-060-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-060-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-060-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-060-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-060-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-060-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-060-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-060-002-9 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-060-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-060-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-060-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-060-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-060-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-060-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-060-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-060-002-17 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-060-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-060-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-060-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-060-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-060-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-060-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-060-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-060-002-25 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-060-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-060-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-060-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-060-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-060-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-060-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-060-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-060-002-33 | buyer | security review remains seller-owned",
+      "2026-10-25 | EVT-060-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000001",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/003_sbp-060-03_01_contracts.json b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/003_sbp-060-03_01_contracts.json
new file mode 100644
index 0000000000000000000000000000000000000000..19a3be387744547bda560c827f0a24c6c1177dc2
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/003_sbp-060-03_01_contracts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 777366,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-11-12",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Cobalt Partners",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8006020002",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-060-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-14 | EVT-060-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-060-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-060-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-060-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-060-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-060-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-060-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-060-003-8 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-060-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-060-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-060-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-060-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-060-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-060-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-060-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-060-003-16 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-060-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-060-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-060-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-060-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-060-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-060-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-060-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-060-003-24 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-060-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-060-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-060-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-060-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-060-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-060-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-060-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-060-003-32 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-060-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-060-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-03 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "01_contracts",
+    "gong_evidence_id": "GE-060-03",
+    "hubspot_company_id": "8006010002",
+    "hubspot_deal_id": "8006020002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-03",
+    "salesforce_account_id": "001SB060000002",
+    "salesforce_opportunity_id": "006SB060000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/004_sbp-060-04_01_contracts.csv b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/004_sbp-060-04_01_contracts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..4cb81c800495dc741f6877a1c41186cf78315b6a
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/004_sbp-060-04_01_contracts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB060000003"""
+record_control,salesforce_opportunity_id,"""006SB060000003"""
+record_control,hubspot_company_id,"""8006010003"""
+record_control,hubspot_deal_id,"""8006020003"""
+record_control,gong_evidence_id,"""GE-060-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""01_contracts"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,914479
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-19"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-04 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-15 | EVT-060-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-20 | EVT-060-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-25 | EVT-060-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-30 | EVT-060-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-04 | EVT-060-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-09 | EVT-060-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-14 | EVT-060-004-7 | buyer | security review remains seller-owned"", ""2026-06-19 | EVT-060-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-24 | EVT-060-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-29 | EVT-060-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-04 | EVT-060-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-09 | EVT-060-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-14 | EVT-060-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-19 | EVT-060-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-24 | EVT-060-004-15 | buyer | security review remains seller-owned"", ""2026-07-29 | EVT-060-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-03 | EVT-060-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-08 | EVT-060-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-13 | EVT-060-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-18 | EVT-060-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-23 | EVT-060-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-28 | EVT-060-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-02 | EVT-060-004-23 | buyer | security review remains seller-owned"", ""2026-09-07 | EVT-060-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-12 | EVT-060-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-17 | EVT-060-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-22 | EVT-060-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-27 | EVT-060-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-02 | EVT-060-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-07 | EVT-060-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-12 | EVT-060-004-31 | buyer | security review remains seller-owned"", ""2026-10-17 | EVT-060-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-22 | EVT-060-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-27 | EVT-060-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-060-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB060000003"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""commercial_terms"""
+decision,reason,"""SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy."""
+decision,owner,"""Elena Rossi"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/005_sbp-060-05_01_contracts.eml b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/005_sbp-060-05_01_contracts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..47d02635d7543d46cf54beddaab184b44e6c3f7a
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/005_sbp-060-05_01_contracts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-05 / 01_contracts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB060000004",
+    "salesforce_opportunity_id": "006SB060000004",
+    "hubspot_company_id": "8006010004",
+    "hubspot_deal_id": "8006020004",
+    "gong_evidence_id": "GE-060-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "01_contracts",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1051592,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-05 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-060-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-060-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-060-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-060-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-060-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-060-005-6 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-060-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-060-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-060-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-060-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-060-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-060-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-060-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-060-005-14 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-060-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-060-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-060-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-060-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-060-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-060-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-060-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-060-005-22 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-060-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-060-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-060-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-060-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-060-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-060-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-060-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-060-005-30 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-060-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-060-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-060-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-060-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020004",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-05"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/006_sbp-060-06_01_contracts.xml b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/006_sbp-060-06_01_contracts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..4dbbdddf0341477f205f4f7f680723acd9daf3eb
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/006_sbp-060-06_01_contracts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB060000005",
+  "salesforce_opportunity_id": "006SB060000005",
+  "hubspot_company_id": "8006010005",
+  "hubspot_deal_id": "8006020005",
+  "gong_evidence_id": "GE-060-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "01_contracts",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 1188705,
+  "stage": "Technical Validation",
+  "close_date": "2026-12-03",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-06 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-17 | EVT-060-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-22 | EVT-060-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-27 | EVT-060-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-01 | EVT-060-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-06 | EVT-060-006-5 | buyer | security review remains seller-owned",
+    "2026-06-11 | EVT-060-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-16 | EVT-060-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-21 | EVT-060-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-26 | EVT-060-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-01 | EVT-060-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-06 | EVT-060-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-11 | EVT-060-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-16 | EVT-060-006-13 | buyer | security review remains seller-owned",
+    "2026-07-21 | EVT-060-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-26 | EVT-060-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-31 | EVT-060-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-05 | EVT-060-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-10 | EVT-060-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-15 | EVT-060-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-20 | EVT-060-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-25 | EVT-060-006-21 | buyer | security review remains seller-owned",
+    "2026-08-30 | EVT-060-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-04 | EVT-060-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-09 | EVT-060-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-14 | EVT-060-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-19 | EVT-060-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-24 | EVT-060-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-29 | EVT-060-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-04 | EVT-060-006-29 | buyer | security review remains seller-owned",
+    "2026-10-09 | EVT-060-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-14 | EVT-060-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-19 | EVT-060-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-24 | EVT-060-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-29 | EVT-060-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-06"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/007_sbp-060-07_01_contracts.html b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/007_sbp-060-07_01_contracts.html
new file mode 100644
index 0000000000000000000000000000000000000000..bdc28d1f9eb1abcd3410320ad46a0066e1042048
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/007_sbp-060-07_01_contracts.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;01_contracts&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 1325818,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-10&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-07 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-18 | EVT-060-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-23 | EVT-060-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-28 | EVT-060-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-02 | EVT-060-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-07 | EVT-060-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-12 | EVT-060-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-17 | EVT-060-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-22 | EVT-060-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-27 | EVT-060-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-02 | EVT-060-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-07 | EVT-060-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-12 | EVT-060-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-17 | EVT-060-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-22 | EVT-060-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-27 | EVT-060-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-01 | EVT-060-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-06 | EVT-060-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-11 | EVT-060-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-16 | EVT-060-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-21 | EVT-060-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-26 | EVT-060-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-31 | EVT-060-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-05 | EVT-060-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-10 | EVT-060-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-15 | EVT-060-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-20 | EVT-060-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-25 | EVT-060-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-30 | EVT-060-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-05 | EVT-060-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-10 | EVT-060-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-15 | EVT-060-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-20 | EVT-060-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-25 | EVT-060-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-30 | EVT-060-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-07&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-060-07 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;Priya Raman&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/01_contracts/008_sbp-060-08_01_contracts.md b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/008_sbp-060-08_01_contracts.md
new file mode 100644
index 0000000000000000000000000000000000000000..8402901f88db7623754079d6f1bc239bfab1c6f6
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/01_contracts/008_sbp-060-08_01_contracts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB060000007",
+    "salesforce_opportunity_id": "006SB060000007",
+    "hubspot_company_id": "8006010007",
+    "hubspot_deal_id": "8006020007",
+    "gong_evidence_id": "GE-060-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "01_contracts",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Harbor Works",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1462931,
+    "stage": "Technical Validation",
+    "close_date": "2026-08-31",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-08 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-060-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-24 | EVT-060-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-29 | EVT-060-008-3 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-060-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-060-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-060-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-060-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-060-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-060-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-060-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-060-008-11 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-060-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-060-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-060-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-060-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-060-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-060-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-060-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-060-008-19 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-060-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-060-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-060-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-060-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-060-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-060-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-060-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-060-008-27 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-060-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-060-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-060-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-060-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-060-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-060-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-060-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020007",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/009_sbp-060-09_02_subscriptions.md b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/009_sbp-060-09_02_subscriptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..e0d5eee2020e3f50b9553b91d9f711e500a184a1
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/009_sbp-060-09_02_subscriptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB060000008",
+    "salesforce_opportunity_id": "006SB060000008",
+    "hubspot_company_id": "8006010008",
+    "hubspot_deal_id": "8006020008",
+    "gong_evidence_id": "GE-060-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "02_subscriptions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1600044,
+    "stage": "Prospecting",
+    "close_date": "2026-09-07",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-09 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-060-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-25 | EVT-060-009-2 | seller | security review remains seller-owned",
+      "2026-05-30 | EVT-060-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-060-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-060-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-060-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-060-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-060-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-060-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-060-009-10 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-060-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-060-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-060-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-060-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-060-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-060-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-060-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-060-009-18 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-060-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-060-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-060-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-060-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-060-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-060-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-060-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-060-009-26 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-060-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-060-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-060-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-060-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-060-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-060-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-060-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-060-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000008",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "support_recovery",
+    "reason": "SBP-060-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/010_sbp-060-10_02_subscriptions.txt b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/010_sbp-060-10_02_subscriptions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ccb824fcd26b59577a42e14bb87265ea891a406e
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/010_sbp-060-10_02_subscriptions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB060000009",
+    "salesforce_opportunity_id": "006SB060000009",
+    "hubspot_company_id": "8006010009",
+    "hubspot_deal_id": "8006020009",
+    "gong_evidence_id": "GE-060-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "02_subscriptions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Juniper Services",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1737157,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-14",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-10 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-060-010-1 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-060-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-060-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-060-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-060-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-060-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-060-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-060-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-060-010-9 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-060-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-060-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-060-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-060-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-060-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-060-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-060-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-060-010-17 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-060-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-060-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-060-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-060-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-060-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-060-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-060-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-060-010-25 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-060-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-060-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-060-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-060-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-060-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-060-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-060-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-060-010-33 | buyer | security review remains seller-owned",
+      "2026-11-02 | EVT-060-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020009",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/011_sbp-060-11_02_subscriptions.json b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/011_sbp-060-11_02_subscriptions.json
new file mode 100644
index 0000000000000000000000000000000000000000..bd563708e6e21cd522ffd3c85f1814b28e88dab4
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/011_sbp-060-11_02_subscriptions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1874270,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-09-21",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Keystone Ventures",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB060000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-05",
+    "decision_code": "CHG-060-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-22 | EVT-060-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-060-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-060-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-060-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-060-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-060-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-060-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-060-011-8 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-060-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-060-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-060-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-060-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-060-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-060-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-060-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-060-011-16 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-060-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-060-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-060-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-060-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-060-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-060-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-060-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-060-011-24 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-060-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-060-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-060-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-060-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-060-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-060-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-060-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-060-011-32 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-060-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-060-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-11 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "02_subscriptions",
+    "gong_evidence_id": "GE-060-11",
+    "hubspot_company_id": "8006010010",
+    "hubspot_deal_id": "8006020010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-11",
+    "salesforce_account_id": "001SB060000010",
+    "salesforce_opportunity_id": "006SB060000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/012_sbp-060-12_02_subscriptions.csv b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/012_sbp-060-12_02_subscriptions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..876841f93fa5ff7c57c5cee8013cc283ad7f228b
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/012_sbp-060-12_02_subscriptions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB060000011"""
+record_control,salesforce_opportunity_id,"""006SB060000011"""
+record_control,hubspot_company_id,"""8006010011"""
+record_control,hubspot_deal_id,"""8006020011"""
+record_control,gong_evidence_id,"""GE-060-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""02_subscriptions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,2011383
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-28"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-12 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-23 | EVT-060-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-28 | EVT-060-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-02 | EVT-060-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-07 | EVT-060-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-12 | EVT-060-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-17 | EVT-060-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-22 | EVT-060-012-7 | buyer | security review remains seller-owned"", ""2026-06-27 | EVT-060-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-02 | EVT-060-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-07 | EVT-060-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-12 | EVT-060-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-17 | EVT-060-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-22 | EVT-060-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-27 | EVT-060-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-01 | EVT-060-012-15 | buyer | security review remains seller-owned"", ""2026-08-06 | EVT-060-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-11 | EVT-060-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-16 | EVT-060-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-21 | EVT-060-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-26 | EVT-060-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-31 | EVT-060-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-05 | EVT-060-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-10 | EVT-060-012-23 | buyer | security review remains seller-owned"", ""2026-09-15 | EVT-060-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-20 | EVT-060-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-25 | EVT-060-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-30 | EVT-060-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-05 | EVT-060-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-10 | EVT-060-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-15 | EVT-060-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-20 | EVT-060-012-31 | buyer | security review remains seller-owned"", ""2026-10-25 | EVT-060-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-30 | EVT-060-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-04 | EVT-060-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-060-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-060-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Elena Rossi"""
+decision,deadline,"""2026-09-06"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/013_sbp-060-13_02_subscriptions.eml b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/013_sbp-060-13_02_subscriptions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..a27c15c541f832656001bc7ed00722103e45844a
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/013_sbp-060-13_02_subscriptions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-13 / 02_subscriptions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB060000012",
+    "salesforce_opportunity_id": "006SB060000012",
+    "hubspot_company_id": "8006010012",
+    "hubspot_deal_id": "8006020012",
+    "gong_evidence_id": "GE-060-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "02_subscriptions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2148496,
+    "stage": "Prospecting",
+    "close_date": "2026-10-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-13 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-060-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-060-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-060-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-060-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-060-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-060-013-6 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-060-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-060-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-060-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-060-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-060-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-060-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-060-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-060-013-14 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-060-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-060-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-060-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-060-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-060-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-060-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-060-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-060-013-22 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-060-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-060-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-060-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-060-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-060-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-060-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-060-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-060-013-30 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-060-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-060-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-060-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-060-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/014_sbp-060-14_02_subscriptions.xml b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/014_sbp-060-14_02_subscriptions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..e3838e0bd179bedf8c257540969e6eeee0245ba1
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/014_sbp-060-14_02_subscriptions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB060000013",
+  "salesforce_opportunity_id": "006SB060000013",
+  "hubspot_company_id": "8006010013",
+  "hubspot_deal_id": "8006020013",
+  "gong_evidence_id": "GE-060-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "02_subscriptions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Northstar Platform",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 2285609,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-12",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-14 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-25 | EVT-060-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-30 | EVT-060-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-04 | EVT-060-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-09 | EVT-060-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-14 | EVT-060-014-5 | buyer | security review remains seller-owned",
+    "2026-06-19 | EVT-060-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-24 | EVT-060-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-29 | EVT-060-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-04 | EVT-060-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-09 | EVT-060-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-14 | EVT-060-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-19 | EVT-060-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-24 | EVT-060-014-13 | buyer | security review remains seller-owned",
+    "2026-07-29 | EVT-060-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-03 | EVT-060-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-08 | EVT-060-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-13 | EVT-060-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-18 | EVT-060-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-23 | EVT-060-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-28 | EVT-060-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-02 | EVT-060-014-21 | buyer | security review remains seller-owned",
+    "2026-09-07 | EVT-060-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-12 | EVT-060-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-17 | EVT-060-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-22 | EVT-060-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-27 | EVT-060-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-02 | EVT-060-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-07 | EVT-060-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-12 | EVT-060-014-29 | buyer | security review remains seller-owned",
+    "2026-10-17 | EVT-060-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-22 | EVT-060-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-27 | EVT-060-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-01 | EVT-060-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-06 | EVT-060-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000013",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-02"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/015_sbp-060-15_02_subscriptions.html b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/015_sbp-060-15_02_subscriptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..cea562989fc8caf5600f5fc259b3195c7bfc75ab
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/015_sbp-060-15_02_subscriptions.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;02_subscriptions&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 2422722,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-19&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-15 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-26 | EVT-060-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-31 | EVT-060-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-05 | EVT-060-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-10 | EVT-060-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-15 | EVT-060-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-20 | EVT-060-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-25 | EVT-060-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-30 | EVT-060-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-05 | EVT-060-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-10 | EVT-060-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-15 | EVT-060-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-20 | EVT-060-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-25 | EVT-060-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-30 | EVT-060-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-04 | EVT-060-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-09 | EVT-060-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-14 | EVT-060-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-19 | EVT-060-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-24 | EVT-060-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-29 | EVT-060-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-03 | EVT-060-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-08 | EVT-060-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-13 | EVT-060-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-18 | EVT-060-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-23 | EVT-060-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-28 | EVT-060-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-03 | EVT-060-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-08 | EVT-060-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-13 | EVT-060-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-18 | EVT-060-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-23 | EVT-060-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-28 | EVT-060-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-02 | EVT-060-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-07 | EVT-060-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-15&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-060-15 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;Priya Raman&quot;,
+    &quot;deadline&quot;: &quot;2026-09-03&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/016_sbp-060-16_02_subscriptions.md b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/016_sbp-060-16_02_subscriptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..f2b45f8e2af27e356ba9bbcd5ef2bdf693f8e5e1
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/02_subscriptions/016_sbp-060-16_02_subscriptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB060000015",
+    "salesforce_opportunity_id": "006SB060000015",
+    "hubspot_company_id": "8006010015",
+    "hubspot_deal_id": "8006020015",
+    "gong_evidence_id": "GE-060-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "02_subscriptions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Palisade Group",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2559835,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-26",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-16 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-060-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-060-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-060-016-3 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-060-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-060-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-060-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-060-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-060-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-060-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-060-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-060-016-11 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-060-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-060-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-060-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-060-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-060-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-060-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-060-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-060-016-19 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-060-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-060-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-060-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-060-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-060-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-060-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-060-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-060-016-27 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-060-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-060-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-060-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-060-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-060-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-060-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-060-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/017_sbp-060-01_03_salesforce_renewals.md b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/017_sbp-060-01_03_salesforce_renewals.md
new file mode 100644
index 0000000000000000000000000000000000000000..d77bafcf02bb02451dd73ef0fa8c890392aa7c3b
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/017_sbp-060-01_03_salesforce_renewals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB060000000",
+    "salesforce_opportunity_id": "006SB060000000",
+    "hubspot_company_id": "8006010000",
+    "hubspot_deal_id": "8006020000",
+    "gong_evidence_id": "GE-060-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Alder Holdings",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 503140,
+    "stage": "Prospecting",
+    "close_date": "2026-10-29",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-01 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-060-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-060-017-2 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-060-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-060-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-060-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-060-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-060-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-060-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-060-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-060-017-10 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-060-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-060-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-060-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-060-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-060-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-060-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-060-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-060-017-18 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-060-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-060-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-060-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-060-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-060-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-060-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-060-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-060-017-26 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-060-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-060-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-060-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-060-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-060-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-060-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-060-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-060-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-060-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-060-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/018_sbp-060-02_03_salesforce_renewals.txt b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/018_sbp-060-02_03_salesforce_renewals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..aba3375a070d50f34242da5d9034d8fb7e372917
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/018_sbp-060-02_03_salesforce_renewals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB060000001",
+    "salesforce_opportunity_id": "006SB060000001",
+    "hubspot_company_id": "8006010001",
+    "hubspot_deal_id": "8006020001",
+    "gong_evidence_id": "GE-060-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Beacon Systems",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 640253,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-02 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-060-018-1 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-060-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-060-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-060-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-060-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-060-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-060-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-060-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-060-018-9 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-060-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-060-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-060-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-060-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-060-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-060-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-060-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-060-018-17 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-060-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-060-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-060-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-060-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-060-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-060-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-060-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-060-018-25 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-060-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-060-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-060-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-060-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-060-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-060-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-060-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-060-018-33 | buyer | security review remains seller-owned",
+      "2026-11-10 | EVT-060-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000001",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/019_sbp-060-03_03_salesforce_renewals.json b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/019_sbp-060-03_03_salesforce_renewals.json
new file mode 100644
index 0000000000000000000000000000000000000000..877e3a4580a5759ef8a6318ad1075e704efc2ab1
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/019_sbp-060-03_03_salesforce_renewals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 777366,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-11-12",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Cobalt Partners",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8006020002",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-060-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-30 | EVT-060-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-060-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-060-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-060-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-060-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-060-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-060-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-060-019-8 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-060-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-060-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-060-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-060-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-060-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-060-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-060-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-060-019-16 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-060-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-060-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-060-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-060-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-060-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-060-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-060-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-060-019-24 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-060-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-060-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-060-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-060-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-060-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-060-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-060-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-060-019-32 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-060-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-060-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-03 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "03_salesforce_renewals",
+    "gong_evidence_id": "GE-060-03",
+    "hubspot_company_id": "8006010002",
+    "hubspot_deal_id": "8006020002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-03",
+    "salesforce_account_id": "001SB060000002",
+    "salesforce_opportunity_id": "006SB060000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/020_sbp-060-04_03_salesforce_renewals.csv b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/020_sbp-060-04_03_salesforce_renewals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..44845bf7498cf4278b14c04526a3f0d8bae8c35a
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/020_sbp-060-04_03_salesforce_renewals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB060000003"""
+record_control,salesforce_opportunity_id,"""006SB060000003"""
+record_control,hubspot_company_id,"""8006010003"""
+record_control,hubspot_deal_id,"""8006020003"""
+record_control,gong_evidence_id,"""GE-060-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""03_salesforce_renewals"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,914479
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-19"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-04 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-31 | EVT-060-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-05 | EVT-060-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-10 | EVT-060-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-15 | EVT-060-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-20 | EVT-060-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-25 | EVT-060-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-30 | EVT-060-020-7 | buyer | security review remains seller-owned"", ""2026-07-05 | EVT-060-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-10 | EVT-060-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-15 | EVT-060-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-20 | EVT-060-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-25 | EVT-060-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-30 | EVT-060-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-04 | EVT-060-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-09 | EVT-060-020-15 | buyer | security review remains seller-owned"", ""2026-08-14 | EVT-060-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-19 | EVT-060-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-24 | EVT-060-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-29 | EVT-060-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-03 | EVT-060-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-08 | EVT-060-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-13 | EVT-060-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-18 | EVT-060-020-23 | buyer | security review remains seller-owned"", ""2026-09-23 | EVT-060-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-28 | EVT-060-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-03 | EVT-060-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-08 | EVT-060-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-13 | EVT-060-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-18 | EVT-060-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-23 | EVT-060-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-28 | EVT-060-020-31 | buyer | security review remains seller-owned"", ""2026-11-02 | EVT-060-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-07 | EVT-060-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-12 | EVT-060-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-060-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB060000003"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""commercial_terms"""
+decision,reason,"""SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy."""
+decision,owner,"""Elena Rossi"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/021_sbp-060-05_03_salesforce_renewals.eml b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/021_sbp-060-05_03_salesforce_renewals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..a94ef55d12452b8bcb802517ed4fa32114e64415
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/021_sbp-060-05_03_salesforce_renewals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-05 / 03_salesforce_renewals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB060000004",
+    "salesforce_opportunity_id": "006SB060000004",
+    "hubspot_company_id": "8006010004",
+    "hubspot_deal_id": "8006020004",
+    "gong_evidence_id": "GE-060-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1051592,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-05 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-060-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-060-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-060-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-060-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-060-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-060-021-6 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-060-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-060-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-060-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-060-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-060-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-060-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-060-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-060-021-14 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-060-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-060-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-060-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-060-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-060-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-060-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-060-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-060-021-22 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-060-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-060-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-060-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-060-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-060-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-060-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-060-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-060-021-30 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-060-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-060-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-08 | EVT-060-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-13 | EVT-060-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020004",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-05"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/022_sbp-060-06_03_salesforce_renewals.xml b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/022_sbp-060-06_03_salesforce_renewals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..272e403794d043abc626b57f5e11c532ad50e0ce
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/022_sbp-060-06_03_salesforce_renewals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB060000005",
+  "salesforce_opportunity_id": "006SB060000005",
+  "hubspot_company_id": "8006010005",
+  "hubspot_deal_id": "8006020005",
+  "gong_evidence_id": "GE-060-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "03_salesforce_renewals",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 1188705,
+  "stage": "Technical Validation",
+  "close_date": "2026-12-03",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-06 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-02 | EVT-060-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-07 | EVT-060-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-12 | EVT-060-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-17 | EVT-060-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-22 | EVT-060-022-5 | buyer | security review remains seller-owned",
+    "2026-06-27 | EVT-060-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-02 | EVT-060-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-07 | EVT-060-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-12 | EVT-060-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-17 | EVT-060-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-22 | EVT-060-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-27 | EVT-060-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-01 | EVT-060-022-13 | buyer | security review remains seller-owned",
+    "2026-08-06 | EVT-060-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-11 | EVT-060-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-16 | EVT-060-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-21 | EVT-060-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-26 | EVT-060-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-31 | EVT-060-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-05 | EVT-060-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-10 | EVT-060-022-21 | buyer | security review remains seller-owned",
+    "2026-09-15 | EVT-060-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-20 | EVT-060-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-25 | EVT-060-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-30 | EVT-060-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-05 | EVT-060-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-10 | EVT-060-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-15 | EVT-060-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-20 | EVT-060-022-29 | buyer | security review remains seller-owned",
+    "2026-10-25 | EVT-060-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-30 | EVT-060-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-04 | EVT-060-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-09 | EVT-060-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-14 | EVT-060-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-06"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/023_sbp-060-07_03_salesforce_renewals.html b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/023_sbp-060-07_03_salesforce_renewals.html
new file mode 100644
index 0000000000000000000000000000000000000000..77e1f0d2870fe27c24d47dd3b1272b4736a1828b
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/023_sbp-060-07_03_salesforce_renewals.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;03_salesforce_renewals&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 1325818,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-10&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-07 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-03 | EVT-060-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-08 | EVT-060-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-13 | EVT-060-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-18 | EVT-060-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-23 | EVT-060-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-28 | EVT-060-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-03 | EVT-060-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-08 | EVT-060-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-13 | EVT-060-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-18 | EVT-060-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-23 | EVT-060-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-28 | EVT-060-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-02 | EVT-060-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-07 | EVT-060-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-12 | EVT-060-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-17 | EVT-060-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-22 | EVT-060-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-27 | EVT-060-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-01 | EVT-060-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-06 | EVT-060-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-11 | EVT-060-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-16 | EVT-060-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-21 | EVT-060-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-26 | EVT-060-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-01 | EVT-060-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-06 | EVT-060-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-11 | EVT-060-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-16 | EVT-060-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-21 | EVT-060-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-26 | EVT-060-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-31 | EVT-060-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-05 | EVT-060-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-10 | EVT-060-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-15 | EVT-060-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-07&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-060-07 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;Priya Raman&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/024_sbp-060-08_03_salesforce_renewals.md b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/024_sbp-060-08_03_salesforce_renewals.md
new file mode 100644
index 0000000000000000000000000000000000000000..7e88c08a8cd77fc0f23269906ff808aad105b1a6
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/03_salesforce_renewals/024_sbp-060-08_03_salesforce_renewals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB060000007",
+    "salesforce_opportunity_id": "006SB060000007",
+    "hubspot_company_id": "8006010007",
+    "hubspot_deal_id": "8006020007",
+    "gong_evidence_id": "GE-060-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "03_salesforce_renewals",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Harbor Works",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1462931,
+    "stage": "Technical Validation",
+    "close_date": "2026-08-31",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-08 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-060-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-060-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-060-024-3 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-060-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-060-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-060-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-060-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-060-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-060-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-060-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-060-024-11 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-060-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-060-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-060-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-060-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-060-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-060-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-060-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-060-024-19 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-060-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-060-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-060-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-060-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-060-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-060-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-060-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-060-024-27 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-060-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-060-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-060-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-060-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-060-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-060-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-060-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020007",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/026_sbp-060-10_04_hubspot_health.txt b/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/026_sbp-060-10_04_hubspot_health.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3eeafdfc90d6d17cd6eafe2a7e4e35b1232ddf32
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/026_sbp-060-10_04_hubspot_health.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB060000009",
+    "salesforce_opportunity_id": "006SB060000009",
+    "hubspot_company_id": "8006010009",
+    "hubspot_deal_id": "8006020009",
+    "gong_evidence_id": "GE-060-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "04_hubspot_health",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Juniper Services",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1737157,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-14",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-10 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-060-026-1 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-060-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-060-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-060-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-060-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-060-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-060-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-060-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-060-026-9 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-060-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-060-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-060-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-060-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-060-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-060-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-060-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-060-026-17 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-060-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-060-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-060-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-060-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-060-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-060-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-060-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-060-026-25 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-060-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-060-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-060-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-060-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-060-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-060-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-060-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-13 | EVT-060-026-33 | buyer | security review remains seller-owned",
+      "2026-11-18 | EVT-060-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020009",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/028_sbp-060-12_04_hubspot_health.csv b/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/028_sbp-060-12_04_hubspot_health.csv
new file mode 100644
index 0000000000000000000000000000000000000000..db9b79f02f503001ad66a6bc15729ddfe4030438
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/028_sbp-060-12_04_hubspot_health.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB060000011"""
+record_control,salesforce_opportunity_id,"""006SB060000011"""
+record_control,hubspot_company_id,"""8006010011"""
+record_control,hubspot_deal_id,"""8006020011"""
+record_control,gong_evidence_id,"""GE-060-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""04_hubspot_health"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,2011383
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-28"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-12 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-08 | EVT-060-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-13 | EVT-060-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-18 | EVT-060-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-23 | EVT-060-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-28 | EVT-060-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-03 | EVT-060-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-08 | EVT-060-028-7 | buyer | security review remains seller-owned"", ""2026-07-13 | EVT-060-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-18 | EVT-060-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-23 | EVT-060-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-28 | EVT-060-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-02 | EVT-060-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-07 | EVT-060-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-12 | EVT-060-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-17 | EVT-060-028-15 | buyer | security review remains seller-owned"", ""2026-08-22 | EVT-060-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-27 | EVT-060-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-01 | EVT-060-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-06 | EVT-060-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-11 | EVT-060-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-16 | EVT-060-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-21 | EVT-060-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-26 | EVT-060-028-23 | buyer | security review remains seller-owned"", ""2026-10-01 | EVT-060-028-24 | seller | champion requested a revised mutual action plan"", ""2026-10-06 | EVT-060-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-11 | EVT-060-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-16 | EVT-060-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-21 | EVT-060-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-26 | EVT-060-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-31 | EVT-060-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-05 | EVT-060-028-31 | buyer | security review remains seller-owned"", ""2026-11-10 | EVT-060-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-15 | EVT-060-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-20 | EVT-060-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-060-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-060-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Elena Rossi"""
+decision,deadline,"""2026-09-06"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/029_sbp-060-13_04_hubspot_health.eml b/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/029_sbp-060-13_04_hubspot_health.eml
new file mode 100644
index 0000000000000000000000000000000000000000..fa7ff77339855563c683c2e702277ecf1af63154
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/04_hubspot_health/029_sbp-060-13_04_hubspot_health.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-13 / 04_hubspot_health
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB060000012",
+    "salesforce_opportunity_id": "006SB060000012",
+    "hubspot_company_id": "8006010012",
+    "hubspot_deal_id": "8006020012",
+    "gong_evidence_id": "GE-060-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "04_hubspot_health",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2148496,
+    "stage": "Prospecting",
+    "close_date": "2026-10-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-13 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-060-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-060-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-060-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-060-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-060-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-060-029-6 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-060-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-060-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-060-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-060-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-060-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-060-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-060-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-060-029-14 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-060-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-060-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-060-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-060-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-060-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-060-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-060-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-060-029-22 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-060-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-060-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-060-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-060-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-060-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-060-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-060-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-060-029-30 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-060-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-060-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-16 | EVT-060-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-21 | EVT-060-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/033_sbp-060-01_05_gong_account_voice.md b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/033_sbp-060-01_05_gong_account_voice.md
new file mode 100644
index 0000000000000000000000000000000000000000..90ad50babc27f455c5c0c5c7e8abd0e852d20005
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/033_sbp-060-01_05_gong_account_voice.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB060000000",
+    "salesforce_opportunity_id": "006SB060000000",
+    "hubspot_company_id": "8006010000",
+    "hubspot_deal_id": "8006020000",
+    "gong_evidence_id": "GE-060-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "05_gong_account_voice",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Alder Holdings",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 503140,
+    "stage": "Prospecting",
+    "close_date": "2026-10-29",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-01 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-060-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-060-033-2 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-060-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-060-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-060-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-060-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-060-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-060-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-060-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-060-033-10 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-060-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-060-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-060-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-060-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-060-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-060-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-060-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-060-033-18 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-060-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-060-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-060-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-060-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-060-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-060-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-060-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-060-033-26 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-060-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-060-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-060-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-060-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-060-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-060-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-060-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-25 | EVT-060-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-060-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-060-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/034_sbp-060-02_05_gong_account_voice.txt b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/034_sbp-060-02_05_gong_account_voice.txt
new file mode 100644
index 0000000000000000000000000000000000000000..120619216448a2ed459b20865328261246eedca7
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/034_sbp-060-02_05_gong_account_voice.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB060000001",
+    "salesforce_opportunity_id": "006SB060000001",
+    "hubspot_company_id": "8006010001",
+    "hubspot_deal_id": "8006020001",
+    "gong_evidence_id": "GE-060-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "05_gong_account_voice",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Beacon Systems",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 640253,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-02 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-060-034-1 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-060-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-060-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-060-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-060-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-060-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-060-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-060-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-060-034-9 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-060-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-060-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-060-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-060-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-060-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-060-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-060-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-060-034-17 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-060-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-060-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-060-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-060-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-060-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-060-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-060-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-060-034-25 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-060-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-060-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-060-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-060-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-060-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-060-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-060-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-060-034-33 | buyer | security review remains seller-owned",
+      "2026-11-26 | EVT-060-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000001",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/035_sbp-060-03_05_gong_account_voice.json b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/035_sbp-060-03_05_gong_account_voice.json
new file mode 100644
index 0000000000000000000000000000000000000000..1b5f5c533e8cbeaabd7d5ee292c5aa9d2a6053c0
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/035_sbp-060-03_05_gong_account_voice.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 777366,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-11-12",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Cobalt Partners",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8006020002",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-060-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-15 | EVT-060-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-060-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-060-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-060-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-060-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-060-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-060-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-060-035-8 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-060-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-060-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-060-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-060-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-060-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-060-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-060-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-060-035-16 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-060-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-060-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-060-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-060-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-060-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-060-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-060-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-060-035-24 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-060-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-060-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-060-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-060-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-060-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-060-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-060-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-060-035-32 | seller | security review remains seller-owned",
+      "2026-11-22 | EVT-060-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-27 | EVT-060-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-03 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "05_gong_account_voice",
+    "gong_evidence_id": "GE-060-03",
+    "hubspot_company_id": "8006010002",
+    "hubspot_deal_id": "8006020002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-03",
+    "salesforce_account_id": "001SB060000002",
+    "salesforce_opportunity_id": "006SB060000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/036_sbp-060-04_05_gong_account_voice.csv b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/036_sbp-060-04_05_gong_account_voice.csv
new file mode 100644
index 0000000000000000000000000000000000000000..5ed5c19b0dd3c89b7c6f34b76faee66da3105a7e
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/036_sbp-060-04_05_gong_account_voice.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB060000003"""
+record_control,salesforce_opportunity_id,"""006SB060000003"""
+record_control,hubspot_company_id,"""8006010003"""
+record_control,hubspot_deal_id,"""8006020003"""
+record_control,gong_evidence_id,"""GE-060-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""05_gong_account_voice"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,914479
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-19"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-04 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-16 | EVT-060-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-060-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-060-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-060-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-060-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-060-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-060-036-7 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-060-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-060-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-060-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-060-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-060-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-060-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-060-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-060-036-15 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-060-036-16 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-060-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-060-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-060-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-060-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-060-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-060-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-060-036-23 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-060-036-24 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-060-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-060-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-24 | EVT-060-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-29 | EVT-060-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-03 | EVT-060-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-08 | EVT-060-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-13 | EVT-060-036-31 | buyer | security review remains seller-owned"", ""2026-11-18 | EVT-060-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-23 | EVT-060-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-28 | EVT-060-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-060-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB060000003"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""commercial_terms"""
+decision,reason,"""SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy."""
+decision,owner,"""Elena Rossi"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/037_sbp-060-05_05_gong_account_voice.eml b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/037_sbp-060-05_05_gong_account_voice.eml
new file mode 100644
index 0000000000000000000000000000000000000000..fdd67ea9a644ba8c965ec2c2ae76a8facbb7f9d7
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/037_sbp-060-05_05_gong_account_voice.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-05 / 05_gong_account_voice
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB060000004",
+    "salesforce_opportunity_id": "006SB060000004",
+    "hubspot_company_id": "8006010004",
+    "hubspot_deal_id": "8006020004",
+    "gong_evidence_id": "GE-060-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "05_gong_account_voice",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1051592,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-05 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-060-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-060-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-060-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-060-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-060-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-060-037-6 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-060-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-060-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-060-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-060-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-060-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-060-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-060-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-060-037-14 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-060-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-060-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-060-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-060-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-060-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-060-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-060-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-060-037-22 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-060-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-060-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-060-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-060-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-060-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-060-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-060-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-060-037-30 | seller | security review remains seller-owned",
+      "2026-11-14 | EVT-060-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-19 | EVT-060-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-24 | EVT-060-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-29 | EVT-060-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020004",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-05"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/038_sbp-060-06_05_gong_account_voice.xml b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/038_sbp-060-06_05_gong_account_voice.xml
new file mode 100644
index 0000000000000000000000000000000000000000..672c9fb2df45b50afcadacb83e5b4c375be363c2
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/038_sbp-060-06_05_gong_account_voice.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB060000005",
+  "salesforce_opportunity_id": "006SB060000005",
+  "hubspot_company_id": "8006010005",
+  "hubspot_deal_id": "8006020005",
+  "gong_evidence_id": "GE-060-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "05_gong_account_voice",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 1188705,
+  "stage": "Technical Validation",
+  "close_date": "2026-12-03",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-06 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-18 | EVT-060-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-23 | EVT-060-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-28 | EVT-060-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-03 | EVT-060-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-08 | EVT-060-038-5 | buyer | security review remains seller-owned",
+    "2026-07-13 | EVT-060-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-18 | EVT-060-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-23 | EVT-060-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-28 | EVT-060-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-02 | EVT-060-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-07 | EVT-060-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-12 | EVT-060-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-17 | EVT-060-038-13 | buyer | security review remains seller-owned",
+    "2026-08-22 | EVT-060-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-27 | EVT-060-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-09-01 | EVT-060-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-06 | EVT-060-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-11 | EVT-060-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-16 | EVT-060-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-21 | EVT-060-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-26 | EVT-060-038-21 | buyer | security review remains seller-owned",
+    "2026-10-01 | EVT-060-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-06 | EVT-060-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-11 | EVT-060-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-16 | EVT-060-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-21 | EVT-060-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-26 | EVT-060-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-31 | EVT-060-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-05 | EVT-060-038-29 | buyer | security review remains seller-owned",
+    "2026-11-10 | EVT-060-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-15 | EVT-060-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-20 | EVT-060-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-25 | EVT-060-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-30 | EVT-060-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-06"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/039_sbp-060-07_05_gong_account_voice.html b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/039_sbp-060-07_05_gong_account_voice.html
new file mode 100644
index 0000000000000000000000000000000000000000..e93f85387cd2c9346a05a736e635a12a2eaeac30
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/039_sbp-060-07_05_gong_account_voice.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;05_gong_account_voice&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 1325818,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-10&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-07 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-19 | EVT-060-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-24 | EVT-060-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-29 | EVT-060-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-04 | EVT-060-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-09 | EVT-060-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-14 | EVT-060-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-19 | EVT-060-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-24 | EVT-060-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-29 | EVT-060-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-03 | EVT-060-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-08 | EVT-060-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-13 | EVT-060-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-18 | EVT-060-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-23 | EVT-060-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-28 | EVT-060-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-02 | EVT-060-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-07 | EVT-060-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-12 | EVT-060-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-17 | EVT-060-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-22 | EVT-060-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-27 | EVT-060-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-02 | EVT-060-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-07 | EVT-060-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-12 | EVT-060-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-17 | EVT-060-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-22 | EVT-060-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-27 | EVT-060-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-11-01 | EVT-060-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-06 | EVT-060-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-11 | EVT-060-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-16 | EVT-060-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-21 | EVT-060-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-26 | EVT-060-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-12-01 | EVT-060-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-07&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-060-07 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;Priya Raman&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/040_sbp-060-08_05_gong_account_voice.md b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/040_sbp-060-08_05_gong_account_voice.md
new file mode 100644
index 0000000000000000000000000000000000000000..e2721106d3b34bd50ea4771ebceb1af6c0f57a89
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/05_gong_account_voice/040_sbp-060-08_05_gong_account_voice.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB060000007",
+    "salesforce_opportunity_id": "006SB060000007",
+    "hubspot_company_id": "8006010007",
+    "hubspot_deal_id": "8006020007",
+    "gong_evidence_id": "GE-060-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "05_gong_account_voice",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Harbor Works",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1462931,
+    "stage": "Technical Validation",
+    "close_date": "2026-08-31",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-08 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-060-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-06 | EVT-060-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-11 | EVT-060-040-3 | buyer | security review remains seller-owned",
+      "2026-05-16 | EVT-060-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-060-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-060-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-060-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-060-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-060-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-060-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-060-040-11 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-060-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-060-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-060-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-060-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-060-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-060-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-060-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-060-040-19 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-060-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-060-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-060-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-060-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-060-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-060-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-060-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-060-040-27 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-060-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-060-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-060-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-060-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-060-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-060-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-060-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020007",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/041_sbp-060-09_06_support.md b/task_files/sb100-060-yarrow-executive-handoff/06_support/041_sbp-060-09_06_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..060d99e40f3136785bc9cb3f549858825d559763
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/041_sbp-060-09_06_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB060000008",
+    "salesforce_opportunity_id": "006SB060000008",
+    "hubspot_company_id": "8006010008",
+    "hubspot_deal_id": "8006020008",
+    "gong_evidence_id": "GE-060-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "06_support",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1600044,
+    "stage": "Prospecting",
+    "close_date": "2026-09-07",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-09 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-060-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-07 | EVT-060-041-2 | seller | security review remains seller-owned",
+      "2026-05-12 | EVT-060-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-060-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-060-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-060-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-060-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-060-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-060-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-060-041-10 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-060-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-060-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-060-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-060-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-060-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-060-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-060-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-060-041-18 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-060-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-060-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-060-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-060-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-060-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-060-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-060-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-060-041-26 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-060-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-060-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-060-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-060-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-060-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-060-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-060-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-060-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000008",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "support_recovery",
+    "reason": "SBP-060-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/042_sbp-060-10_06_support.txt b/task_files/sb100-060-yarrow-executive-handoff/06_support/042_sbp-060-10_06_support.txt
new file mode 100644
index 0000000000000000000000000000000000000000..f97a0619e88a768d72e4208110ccfa074ab29cef
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/042_sbp-060-10_06_support.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB060000009",
+    "salesforce_opportunity_id": "006SB060000009",
+    "hubspot_company_id": "8006010009",
+    "hubspot_deal_id": "8006020009",
+    "gong_evidence_id": "GE-060-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "06_support",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Juniper Services",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1737157,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-14",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-10 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-060-042-1 | buyer | security review remains seller-owned",
+      "2026-05-08 | EVT-060-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-13 | EVT-060-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-18 | EVT-060-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-060-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-060-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-060-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-060-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-060-042-9 | buyer | security review remains seller-owned",
+      "2026-06-17 | EVT-060-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-060-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-060-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-060-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-060-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-060-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-060-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-060-042-17 | buyer | security review remains seller-owned",
+      "2026-07-27 | EVT-060-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-060-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-060-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-060-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-060-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-060-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-060-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-060-042-25 | buyer | security review remains seller-owned",
+      "2026-09-05 | EVT-060-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-060-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-060-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-060-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-060-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-060-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-060-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-060-042-33 | buyer | security review remains seller-owned",
+      "2026-10-15 | EVT-060-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020009",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/043_sbp-060-11_06_support.json b/task_files/sb100-060-yarrow-executive-handoff/06_support/043_sbp-060-11_06_support.json
new file mode 100644
index 0000000000000000000000000000000000000000..9d02cea005bbee549e1fc1c7dbf84ef51c1ecde3
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/043_sbp-060-11_06_support.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1874270,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-09-21",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Keystone Ventures",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB060000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-05",
+    "decision_code": "CHG-060-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-04 | EVT-060-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-09 | EVT-060-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-14 | EVT-060-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-19 | EVT-060-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-24 | EVT-060-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-29 | EVT-060-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-060-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-060-043-8 | seller | security review remains seller-owned",
+      "2026-06-13 | EVT-060-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-060-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-060-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-060-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-060-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-060-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-060-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-060-043-16 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-060-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-060-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-060-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-060-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-060-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-060-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-060-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-060-043-24 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-060-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-060-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-060-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-060-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-060-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-060-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-060-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-060-043-32 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-060-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-060-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-11 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "06_support",
+    "gong_evidence_id": "GE-060-11",
+    "hubspot_company_id": "8006010010",
+    "hubspot_deal_id": "8006020010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-11",
+    "salesforce_account_id": "001SB060000010",
+    "salesforce_opportunity_id": "006SB060000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/044_sbp-060-12_06_support.csv b/task_files/sb100-060-yarrow-executive-handoff/06_support/044_sbp-060-12_06_support.csv
new file mode 100644
index 0000000000000000000000000000000000000000..849ad614968efdc42ac71bbbe12a40ce87109026
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/044_sbp-060-12_06_support.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB060000011"""
+record_control,salesforce_opportunity_id,"""006SB060000011"""
+record_control,hubspot_company_id,"""8006010011"""
+record_control,hubspot_deal_id,"""8006020011"""
+record_control,gong_evidence_id,"""GE-060-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""06_support"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,2011383
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-28"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-12 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-05 | EVT-060-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-10 | EVT-060-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-15 | EVT-060-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-20 | EVT-060-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-25 | EVT-060-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-30 | EVT-060-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-04 | EVT-060-044-7 | buyer | security review remains seller-owned"", ""2026-06-09 | EVT-060-044-8 | seller | champion requested a revised mutual action plan"", ""2026-06-14 | EVT-060-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-19 | EVT-060-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-24 | EVT-060-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-29 | EVT-060-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-04 | EVT-060-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-09 | EVT-060-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-14 | EVT-060-044-15 | buyer | security review remains seller-owned"", ""2026-07-19 | EVT-060-044-16 | seller | champion requested a revised mutual action plan"", ""2026-07-24 | EVT-060-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-29 | EVT-060-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-03 | EVT-060-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-08 | EVT-060-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-13 | EVT-060-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-18 | EVT-060-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-23 | EVT-060-044-23 | buyer | security review remains seller-owned"", ""2026-08-28 | EVT-060-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-02 | EVT-060-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-07 | EVT-060-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-12 | EVT-060-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-17 | EVT-060-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-22 | EVT-060-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-27 | EVT-060-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-02 | EVT-060-044-31 | buyer | security review remains seller-owned"", ""2026-10-07 | EVT-060-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-12 | EVT-060-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-17 | EVT-060-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-060-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-060-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Elena Rossi"""
+decision,deadline,"""2026-09-06"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/045_sbp-060-13_06_support.eml b/task_files/sb100-060-yarrow-executive-handoff/06_support/045_sbp-060-13_06_support.eml
new file mode 100644
index 0000000000000000000000000000000000000000..599a9d65c9d2e11288d313c2a78ccbfb2417cec0
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/045_sbp-060-13_06_support.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-13 / 06_support
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB060000012",
+    "salesforce_opportunity_id": "006SB060000012",
+    "hubspot_company_id": "8006010012",
+    "hubspot_deal_id": "8006020012",
+    "gong_evidence_id": "GE-060-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "06_support",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2148496,
+    "stage": "Prospecting",
+    "close_date": "2026-10-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-13 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-060-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-11 | EVT-060-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-16 | EVT-060-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-21 | EVT-060-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-26 | EVT-060-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-060-045-6 | seller | security review remains seller-owned",
+      "2026-06-05 | EVT-060-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-060-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-060-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-060-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-060-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-060-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-060-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-060-045-14 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-060-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-060-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-060-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-060-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-060-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-060-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-060-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-060-045-22 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-060-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-060-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-060-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-060-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-060-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-060-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-060-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-060-045-30 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-060-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-060-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-060-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-060-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/046_sbp-060-14_06_support.xml b/task_files/sb100-060-yarrow-executive-handoff/06_support/046_sbp-060-14_06_support.xml
new file mode 100644
index 0000000000000000000000000000000000000000..f5ce8e2eeb8bafa4b47db27f0a4ade0a3ce29fec
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/046_sbp-060-14_06_support.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB060000013",
+  "salesforce_opportunity_id": "006SB060000013",
+  "hubspot_company_id": "8006010013",
+  "hubspot_deal_id": "8006020013",
+  "gong_evidence_id": "GE-060-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "06_support",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Northstar Platform",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 2285609,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-12",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-14 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-07 | EVT-060-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-12 | EVT-060-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-17 | EVT-060-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-22 | EVT-060-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-27 | EVT-060-046-5 | buyer | security review remains seller-owned",
+    "2026-06-01 | EVT-060-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-06 | EVT-060-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-11 | EVT-060-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-16 | EVT-060-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-21 | EVT-060-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-26 | EVT-060-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-01 | EVT-060-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-06 | EVT-060-046-13 | buyer | security review remains seller-owned",
+    "2026-07-11 | EVT-060-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-16 | EVT-060-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-21 | EVT-060-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-26 | EVT-060-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-31 | EVT-060-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-05 | EVT-060-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-10 | EVT-060-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-15 | EVT-060-046-21 | buyer | security review remains seller-owned",
+    "2026-08-20 | EVT-060-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-25 | EVT-060-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-30 | EVT-060-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-04 | EVT-060-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-09 | EVT-060-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-14 | EVT-060-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-19 | EVT-060-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-24 | EVT-060-046-29 | buyer | security review remains seller-owned",
+    "2026-09-29 | EVT-060-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-04 | EVT-060-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-09 | EVT-060-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-14 | EVT-060-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-19 | EVT-060-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000013",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-02"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/047_sbp-060-15_06_support.html b/task_files/sb100-060-yarrow-executive-handoff/06_support/047_sbp-060-15_06_support.html
new file mode 100644
index 0000000000000000000000000000000000000000..c7b63a716635c0debde9200a80c5885699406fd1
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/047_sbp-060-15_06_support.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;06_support&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 2422722,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-19&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-15 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-08 | EVT-060-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-13 | EVT-060-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-18 | EVT-060-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-23 | EVT-060-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-28 | EVT-060-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-02 | EVT-060-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-07 | EVT-060-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-12 | EVT-060-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-17 | EVT-060-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-22 | EVT-060-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-27 | EVT-060-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-02 | EVT-060-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-07 | EVT-060-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-12 | EVT-060-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-17 | EVT-060-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-22 | EVT-060-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-27 | EVT-060-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-01 | EVT-060-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-06 | EVT-060-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-11 | EVT-060-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-16 | EVT-060-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-21 | EVT-060-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-26 | EVT-060-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-31 | EVT-060-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-05 | EVT-060-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-10 | EVT-060-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-15 | EVT-060-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-20 | EVT-060-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-25 | EVT-060-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-30 | EVT-060-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-05 | EVT-060-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-10 | EVT-060-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-15 | EVT-060-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-20 | EVT-060-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-15&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-060-15 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;Priya Raman&quot;,
+    &quot;deadline&quot;: &quot;2026-09-03&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/06_support/048_sbp-060-16_06_support.md b/task_files/sb100-060-yarrow-executive-handoff/06_support/048_sbp-060-16_06_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..8844a4b2437a1fd3fe50a8d15ed1fe46cf83242c
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/06_support/048_sbp-060-16_06_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB060000015",
+    "salesforce_opportunity_id": "006SB060000015",
+    "hubspot_company_id": "8006010015",
+    "hubspot_deal_id": "8006020015",
+    "gong_evidence_id": "GE-060-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "06_support",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Palisade Group",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2559835,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-26",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-16 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-060-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-14 | EVT-060-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-060-048-3 | buyer | security review remains seller-owned",
+      "2026-05-24 | EVT-060-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-060-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-060-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-060-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-060-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-060-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-060-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-060-048-11 | buyer | security review remains seller-owned",
+      "2026-07-03 | EVT-060-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-060-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-060-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-060-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-060-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-060-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-060-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-060-048-19 | buyer | security review remains seller-owned",
+      "2026-08-12 | EVT-060-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-060-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-060-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-060-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-060-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-060-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-060-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-060-048-27 | buyer | security review remains seller-owned",
+      "2026-09-21 | EVT-060-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-060-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-060-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-060-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-060-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-060-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-060-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/049_sbp-060-01_07_usage.md b/task_files/sb100-060-yarrow-executive-handoff/07_usage/049_sbp-060-01_07_usage.md
new file mode 100644
index 0000000000000000000000000000000000000000..2501cd34b2d6bafdbeb6232c84f085e220917180
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/049_sbp-060-01_07_usage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB060000000",
+    "salesforce_opportunity_id": "006SB060000000",
+    "hubspot_company_id": "8006010000",
+    "hubspot_deal_id": "8006020000",
+    "gong_evidence_id": "GE-060-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "07_usage",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Alder Holdings",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 503140,
+    "stage": "Prospecting",
+    "close_date": "2026-10-29",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-01 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-060-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-15 | EVT-060-049-2 | seller | security review remains seller-owned",
+      "2026-05-20 | EVT-060-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-060-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-060-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-060-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-060-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-060-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-060-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-060-049-10 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-060-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-060-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-060-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-060-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-060-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-060-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-060-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-060-049-18 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-060-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-060-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-060-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-060-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-060-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-060-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-060-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-060-049-26 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-060-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-060-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-060-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-060-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-060-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-060-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-060-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-060-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-060-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-060-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/050_sbp-060-02_07_usage.txt b/task_files/sb100-060-yarrow-executive-handoff/07_usage/050_sbp-060-02_07_usage.txt
new file mode 100644
index 0000000000000000000000000000000000000000..156150ff6e4d5101d1030df2626204a91077924d
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/050_sbp-060-02_07_usage.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB060000001",
+    "salesforce_opportunity_id": "006SB060000001",
+    "hubspot_company_id": "8006010001",
+    "hubspot_deal_id": "8006020001",
+    "gong_evidence_id": "GE-060-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "07_usage",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Beacon Systems",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 640253,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-02 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-060-050-1 | buyer | security review remains seller-owned",
+      "2026-05-16 | EVT-060-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-060-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-060-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-060-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-060-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-060-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-060-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-060-050-9 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-060-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-060-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-060-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-060-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-060-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-060-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-060-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-060-050-17 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-060-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-060-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-060-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-060-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-060-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-060-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-060-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-060-050-25 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-060-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-060-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-060-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-060-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-060-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-060-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-060-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-060-050-33 | buyer | security review remains seller-owned",
+      "2026-10-23 | EVT-060-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000001",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/051_sbp-060-03_07_usage.json b/task_files/sb100-060-yarrow-executive-handoff/07_usage/051_sbp-060-03_07_usage.json
new file mode 100644
index 0000000000000000000000000000000000000000..e6bac2626599a866f75a9f4b67ed27f6f238655d
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/051_sbp-060-03_07_usage.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 777366,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-11-12",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Cobalt Partners",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8006020002",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-060-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-12 | EVT-060-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-060-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-060-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-060-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-060-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-060-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-060-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-060-051-8 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-060-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-060-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-060-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-060-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-060-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-060-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-060-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-060-051-16 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-060-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-060-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-060-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-060-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-060-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-060-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-060-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-060-051-24 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-060-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-060-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-060-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-060-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-060-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-060-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-060-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-060-051-32 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-060-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-060-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-03 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "07_usage",
+    "gong_evidence_id": "GE-060-03",
+    "hubspot_company_id": "8006010002",
+    "hubspot_deal_id": "8006020002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-03",
+    "salesforce_account_id": "001SB060000002",
+    "salesforce_opportunity_id": "006SB060000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/052_sbp-060-04_07_usage.csv b/task_files/sb100-060-yarrow-executive-handoff/07_usage/052_sbp-060-04_07_usage.csv
new file mode 100644
index 0000000000000000000000000000000000000000..2ff30bc03b7ff329bd320f36723adb809bb6ce5c
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/052_sbp-060-04_07_usage.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB060000003"""
+record_control,salesforce_opportunity_id,"""006SB060000003"""
+record_control,hubspot_company_id,"""8006010003"""
+record_control,hubspot_deal_id,"""8006020003"""
+record_control,gong_evidence_id,"""GE-060-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""07_usage"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,914479
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-19"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-04 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-13 | EVT-060-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-18 | EVT-060-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-23 | EVT-060-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-28 | EVT-060-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-02 | EVT-060-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-07 | EVT-060-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-12 | EVT-060-052-7 | buyer | security review remains seller-owned"", ""2026-06-17 | EVT-060-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-22 | EVT-060-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-27 | EVT-060-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-02 | EVT-060-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-07 | EVT-060-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-12 | EVT-060-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-17 | EVT-060-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-22 | EVT-060-052-15 | buyer | security review remains seller-owned"", ""2026-07-27 | EVT-060-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-01 | EVT-060-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-06 | EVT-060-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-11 | EVT-060-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-16 | EVT-060-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-21 | EVT-060-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-26 | EVT-060-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-31 | EVT-060-052-23 | buyer | security review remains seller-owned"", ""2026-09-05 | EVT-060-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-10 | EVT-060-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-15 | EVT-060-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-20 | EVT-060-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-25 | EVT-060-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-30 | EVT-060-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-05 | EVT-060-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-10 | EVT-060-052-31 | buyer | security review remains seller-owned"", ""2026-10-15 | EVT-060-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-20 | EVT-060-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-25 | EVT-060-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-060-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB060000003"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""commercial_terms"""
+decision,reason,"""SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy."""
+decision,owner,"""Elena Rossi"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/053_sbp-060-05_07_usage.eml b/task_files/sb100-060-yarrow-executive-handoff/07_usage/053_sbp-060-05_07_usage.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c891a0a924cb095fedac1f0b73ff1eb611dfee87
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/053_sbp-060-05_07_usage.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-05 / 07_usage
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB060000004",
+    "salesforce_opportunity_id": "006SB060000004",
+    "hubspot_company_id": "8006010004",
+    "hubspot_deal_id": "8006020004",
+    "gong_evidence_id": "GE-060-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "07_usage",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1051592,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-05 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-060-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-19 | EVT-060-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-24 | EVT-060-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-29 | EVT-060-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-060-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-060-053-6 | seller | security review remains seller-owned",
+      "2026-06-13 | EVT-060-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-060-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-060-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-060-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-060-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-060-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-060-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-060-053-14 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-060-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-060-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-060-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-060-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-060-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-060-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-060-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-060-053-22 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-060-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-060-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-060-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-060-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-060-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-060-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-060-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-060-053-30 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-060-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-060-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-060-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-060-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020004",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-05"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/054_sbp-060-06_07_usage.xml b/task_files/sb100-060-yarrow-executive-handoff/07_usage/054_sbp-060-06_07_usage.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3c89a1746ea952ccb65fa33382bf0429b3fd3863
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/054_sbp-060-06_07_usage.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB060000005",
+  "salesforce_opportunity_id": "006SB060000005",
+  "hubspot_company_id": "8006010005",
+  "hubspot_deal_id": "8006020005",
+  "gong_evidence_id": "GE-060-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "07_usage",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 1188705,
+  "stage": "Technical Validation",
+  "close_date": "2026-12-03",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-06 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-15 | EVT-060-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-20 | EVT-060-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-25 | EVT-060-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-30 | EVT-060-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-04 | EVT-060-054-5 | buyer | security review remains seller-owned",
+    "2026-06-09 | EVT-060-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-14 | EVT-060-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-19 | EVT-060-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-24 | EVT-060-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-29 | EVT-060-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-04 | EVT-060-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-09 | EVT-060-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-14 | EVT-060-054-13 | buyer | security review remains seller-owned",
+    "2026-07-19 | EVT-060-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-24 | EVT-060-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-29 | EVT-060-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-03 | EVT-060-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-08 | EVT-060-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-13 | EVT-060-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-18 | EVT-060-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-23 | EVT-060-054-21 | buyer | security review remains seller-owned",
+    "2026-08-28 | EVT-060-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-02 | EVT-060-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-07 | EVT-060-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-12 | EVT-060-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-17 | EVT-060-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-22 | EVT-060-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-27 | EVT-060-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-02 | EVT-060-054-29 | buyer | security review remains seller-owned",
+    "2026-10-07 | EVT-060-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-12 | EVT-060-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-17 | EVT-060-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-22 | EVT-060-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-27 | EVT-060-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-06"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/055_sbp-060-07_07_usage.html b/task_files/sb100-060-yarrow-executive-handoff/07_usage/055_sbp-060-07_07_usage.html
new file mode 100644
index 0000000000000000000000000000000000000000..3ea88263ef5c2ff8f64f42cc1a2981ae2f689a26
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/055_sbp-060-07_07_usage.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;07_usage&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 1325818,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-10&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-07 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-16 | EVT-060-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-21 | EVT-060-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-26 | EVT-060-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-31 | EVT-060-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-05 | EVT-060-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-10 | EVT-060-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-15 | EVT-060-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-20 | EVT-060-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-25 | EVT-060-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-30 | EVT-060-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-05 | EVT-060-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-10 | EVT-060-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-15 | EVT-060-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-20 | EVT-060-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-25 | EVT-060-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-30 | EVT-060-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-04 | EVT-060-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-09 | EVT-060-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-14 | EVT-060-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-19 | EVT-060-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-24 | EVT-060-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-29 | EVT-060-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-03 | EVT-060-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-08 | EVT-060-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-13 | EVT-060-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-18 | EVT-060-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-23 | EVT-060-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-28 | EVT-060-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-03 | EVT-060-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-08 | EVT-060-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-13 | EVT-060-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-18 | EVT-060-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-23 | EVT-060-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-28 | EVT-060-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-07&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-060-07 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;Priya Raman&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/07_usage/056_sbp-060-08_07_usage.md b/task_files/sb100-060-yarrow-executive-handoff/07_usage/056_sbp-060-08_07_usage.md
new file mode 100644
index 0000000000000000000000000000000000000000..44752ef616af9cc6904a64429f81b3b443637f04
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/07_usage/056_sbp-060-08_07_usage.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB060000007",
+    "salesforce_opportunity_id": "006SB060000007",
+    "hubspot_company_id": "8006010007",
+    "hubspot_deal_id": "8006020007",
+    "gong_evidence_id": "GE-060-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "07_usage",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Harbor Works",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1462931,
+    "stage": "Technical Validation",
+    "close_date": "2026-08-31",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-08 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-060-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-060-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-060-056-3 | buyer | security review remains seller-owned",
+      "2026-06-01 | EVT-060-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-060-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-060-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-060-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-060-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-060-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-060-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-060-056-11 | buyer | security review remains seller-owned",
+      "2026-07-11 | EVT-060-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-060-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-060-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-060-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-060-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-060-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-060-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-060-056-19 | buyer | security review remains seller-owned",
+      "2026-08-20 | EVT-060-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-060-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-060-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-060-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-060-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-060-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-060-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-060-056-27 | buyer | security review remains seller-owned",
+      "2026-09-29 | EVT-060-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-060-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-060-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-060-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-060-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-060-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-060-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020007",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/065_sbp-060-01_09_expansion_signals.md b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/065_sbp-060-01_09_expansion_signals.md
new file mode 100644
index 0000000000000000000000000000000000000000..7a597807c54de516fa554818995f7af216f621f6
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/065_sbp-060-01_09_expansion_signals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB060000000",
+    "salesforce_opportunity_id": "006SB060000000",
+    "hubspot_company_id": "8006010000",
+    "hubspot_deal_id": "8006020000",
+    "gong_evidence_id": "GE-060-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "09_expansion_signals",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Alder Holdings",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 503140,
+    "stage": "Prospecting",
+    "close_date": "2026-10-29",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-01 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-060-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-060-065-2 | seller | security review remains seller-owned",
+      "2026-06-05 | EVT-060-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-060-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-060-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-060-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-060-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-060-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-060-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-060-065-10 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-060-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-060-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-060-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-060-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-060-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-060-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-060-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-060-065-18 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-060-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-060-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-060-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-060-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-060-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-060-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-060-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-060-065-26 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-060-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-060-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-060-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-060-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-060-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-060-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-060-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-060-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-060-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-060-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/066_sbp-060-02_09_expansion_signals.txt b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/066_sbp-060-02_09_expansion_signals.txt
new file mode 100644
index 0000000000000000000000000000000000000000..b42b6a0382557f3a9970a92503b161c5a6ef1835
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/066_sbp-060-02_09_expansion_signals.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB060000001",
+    "salesforce_opportunity_id": "006SB060000001",
+    "hubspot_company_id": "8006010001",
+    "hubspot_deal_id": "8006020001",
+    "gong_evidence_id": "GE-060-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "09_expansion_signals",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Beacon Systems",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 640253,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-02 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-060-066-1 | buyer | security review remains seller-owned",
+      "2026-06-01 | EVT-060-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-060-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-060-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-060-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-060-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-060-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-060-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-060-066-9 | buyer | security review remains seller-owned",
+      "2026-07-11 | EVT-060-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-060-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-060-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-060-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-060-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-060-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-060-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-060-066-17 | buyer | security review remains seller-owned",
+      "2026-08-20 | EVT-060-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-060-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-060-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-060-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-060-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-060-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-060-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-060-066-25 | buyer | security review remains seller-owned",
+      "2026-09-29 | EVT-060-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-060-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-060-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-060-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-060-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-060-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-060-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-060-066-33 | buyer | security review remains seller-owned",
+      "2026-11-08 | EVT-060-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000001",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/067_sbp-060-03_09_expansion_signals.json b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/067_sbp-060-03_09_expansion_signals.json
new file mode 100644
index 0000000000000000000000000000000000000000..bfa7ecb56ef54d8a5c3734dd4cd7be0e9ec0cfed
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/067_sbp-060-03_09_expansion_signals.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 777366,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-11-12",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Cobalt Partners",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8006020002",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-060-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-28 | EVT-060-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-060-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-060-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-060-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-060-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-060-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-060-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-060-067-8 | seller | security review remains seller-owned",
+      "2026-07-07 | EVT-060-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-060-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-060-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-060-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-060-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-060-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-060-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-060-067-16 | seller | security review remains seller-owned",
+      "2026-08-16 | EVT-060-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-060-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-060-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-060-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-060-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-060-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-060-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-060-067-24 | seller | security review remains seller-owned",
+      "2026-09-25 | EVT-060-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-060-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-060-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-060-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-060-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-060-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-060-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-060-067-32 | seller | security review remains seller-owned",
+      "2026-11-04 | EVT-060-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-09 | EVT-060-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-03 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "09_expansion_signals",
+    "gong_evidence_id": "GE-060-03",
+    "hubspot_company_id": "8006010002",
+    "hubspot_deal_id": "8006020002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-03",
+    "salesforce_account_id": "001SB060000002",
+    "salesforce_opportunity_id": "006SB060000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/068_sbp-060-04_09_expansion_signals.csv b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/068_sbp-060-04_09_expansion_signals.csv
new file mode 100644
index 0000000000000000000000000000000000000000..09e1d9488594be0a3a1a30bfeee0f30b59ef14ad
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/068_sbp-060-04_09_expansion_signals.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB060000003"""
+record_control,salesforce_opportunity_id,"""006SB060000003"""
+record_control,hubspot_company_id,"""8006010003"""
+record_control,hubspot_deal_id,"""8006020003"""
+record_control,gong_evidence_id,"""GE-060-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""09_expansion_signals"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,914479
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-19"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-04 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-29 | EVT-060-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-03 | EVT-060-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-08 | EVT-060-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-13 | EVT-060-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-18 | EVT-060-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-23 | EVT-060-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-28 | EVT-060-068-7 | buyer | security review remains seller-owned"", ""2026-07-03 | EVT-060-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-08 | EVT-060-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-13 | EVT-060-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-18 | EVT-060-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-23 | EVT-060-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-28 | EVT-060-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-02 | EVT-060-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-07 | EVT-060-068-15 | buyer | security review remains seller-owned"", ""2026-08-12 | EVT-060-068-16 | seller | champion requested a revised mutual action plan"", ""2026-08-17 | EVT-060-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-22 | EVT-060-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-27 | EVT-060-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-01 | EVT-060-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-06 | EVT-060-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-11 | EVT-060-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-16 | EVT-060-068-23 | buyer | security review remains seller-owned"", ""2026-09-21 | EVT-060-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-26 | EVT-060-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-01 | EVT-060-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-06 | EVT-060-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-11 | EVT-060-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-16 | EVT-060-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-21 | EVT-060-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-26 | EVT-060-068-31 | buyer | security review remains seller-owned"", ""2026-10-31 | EVT-060-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-05 | EVT-060-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-10 | EVT-060-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-060-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB060000003"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""commercial_terms"""
+decision,reason,"""SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy."""
+decision,owner,"""Elena Rossi"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/069_sbp-060-05_09_expansion_signals.eml b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/069_sbp-060-05_09_expansion_signals.eml
new file mode 100644
index 0000000000000000000000000000000000000000..54f3d58f97c56ea93227f5d1a1634787f3dabb80
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/069_sbp-060-05_09_expansion_signals.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-05 / 09_expansion_signals
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB060000004",
+    "salesforce_opportunity_id": "006SB060000004",
+    "hubspot_company_id": "8006010004",
+    "hubspot_deal_id": "8006020004",
+    "gong_evidence_id": "GE-060-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "09_expansion_signals",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1051592,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-05 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-060-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-060-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-060-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-060-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-060-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-060-069-6 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-060-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-060-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-060-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-060-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-060-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-060-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-060-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-060-069-14 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-060-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-060-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-060-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-060-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-060-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-060-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-060-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-060-069-22 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-060-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-060-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-060-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-060-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-060-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-060-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-060-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-060-069-30 | seller | security review remains seller-owned",
+      "2026-10-27 | EVT-060-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-060-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-060-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-060-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020004",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-05"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/070_sbp-060-06_09_expansion_signals.xml b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/070_sbp-060-06_09_expansion_signals.xml
new file mode 100644
index 0000000000000000000000000000000000000000..48c844ef32ddb1a5020eb13d2539903feaa972ab
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/070_sbp-060-06_09_expansion_signals.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB060000005",
+  "salesforce_opportunity_id": "006SB060000005",
+  "hubspot_company_id": "8006010005",
+  "hubspot_deal_id": "8006020005",
+  "gong_evidence_id": "GE-060-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "09_expansion_signals",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 1188705,
+  "stage": "Technical Validation",
+  "close_date": "2026-12-03",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-06 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-31 | EVT-060-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-05 | EVT-060-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-10 | EVT-060-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-15 | EVT-060-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-20 | EVT-060-070-5 | buyer | security review remains seller-owned",
+    "2026-06-25 | EVT-060-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-30 | EVT-060-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-05 | EVT-060-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-10 | EVT-060-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-15 | EVT-060-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-20 | EVT-060-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-25 | EVT-060-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-30 | EVT-060-070-13 | buyer | security review remains seller-owned",
+    "2026-08-04 | EVT-060-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-09 | EVT-060-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-14 | EVT-060-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-19 | EVT-060-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-24 | EVT-060-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-29 | EVT-060-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-03 | EVT-060-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-08 | EVT-060-070-21 | buyer | security review remains seller-owned",
+    "2026-09-13 | EVT-060-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-18 | EVT-060-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-23 | EVT-060-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-28 | EVT-060-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-03 | EVT-060-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-08 | EVT-060-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-13 | EVT-060-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-18 | EVT-060-070-29 | buyer | security review remains seller-owned",
+    "2026-10-23 | EVT-060-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-28 | EVT-060-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-02 | EVT-060-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-07 | EVT-060-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-12 | EVT-060-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-06"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/071_sbp-060-07_09_expansion_signals.html b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/071_sbp-060-07_09_expansion_signals.html
new file mode 100644
index 0000000000000000000000000000000000000000..458931852bb45b6bbe36ede0e96c66f3ea2add0f
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/071_sbp-060-07_09_expansion_signals.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;09_expansion_signals&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 1325818,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-10&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-07 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-01 | EVT-060-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-06 | EVT-060-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-11 | EVT-060-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-16 | EVT-060-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-21 | EVT-060-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-26 | EVT-060-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-01 | EVT-060-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-06 | EVT-060-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-11 | EVT-060-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-16 | EVT-060-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-21 | EVT-060-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-26 | EVT-060-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-31 | EVT-060-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-05 | EVT-060-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-10 | EVT-060-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-15 | EVT-060-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-20 | EVT-060-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-25 | EVT-060-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-30 | EVT-060-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-04 | EVT-060-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-09 | EVT-060-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-14 | EVT-060-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-19 | EVT-060-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-24 | EVT-060-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-29 | EVT-060-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-04 | EVT-060-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-09 | EVT-060-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-14 | EVT-060-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-19 | EVT-060-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-24 | EVT-060-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-29 | EVT-060-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-03 | EVT-060-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-08 | EVT-060-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-13 | EVT-060-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-07&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-060-07 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;Priya Raman&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/072_sbp-060-08_09_expansion_signals.md b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/072_sbp-060-08_09_expansion_signals.md
new file mode 100644
index 0000000000000000000000000000000000000000..1fabab75857892672d5f647a36ac80fbf2c0ce56
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/09_expansion_signals/072_sbp-060-08_09_expansion_signals.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB060000007",
+    "salesforce_opportunity_id": "006SB060000007",
+    "hubspot_company_id": "8006010007",
+    "hubspot_deal_id": "8006020007",
+    "gong_evidence_id": "GE-060-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "09_expansion_signals",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Harbor Works",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1462931,
+    "stage": "Technical Validation",
+    "close_date": "2026-08-31",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-08 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-060-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-060-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-060-072-3 | buyer | security review remains seller-owned",
+      "2026-06-17 | EVT-060-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-060-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-060-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-060-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-060-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-060-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-060-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-060-072-11 | buyer | security review remains seller-owned",
+      "2026-07-27 | EVT-060-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-060-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-060-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-060-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-060-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-060-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-060-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-060-072-19 | buyer | security review remains seller-owned",
+      "2026-09-05 | EVT-060-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-060-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-060-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-060-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-060-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-060-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-060-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-060-072-27 | buyer | security review remains seller-owned",
+      "2026-10-15 | EVT-060-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-060-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-060-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-060-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-060-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-060-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-060-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020007",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/081_sbp-060-01_11_risks.md b/task_files/sb100-060-yarrow-executive-handoff/11_risks/081_sbp-060-01_11_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..a0798dbed59e91a8a9b86b5200e6a35db08ff117
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/081_sbp-060-01_11_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-01",
+    "account_name": "Alder Holdings",
+    "salesforce_account_id": "001SB060000000",
+    "salesforce_opportunity_id": "006SB060000000",
+    "hubspot_company_id": "8006010000",
+    "hubspot_deal_id": "8006020000",
+    "gong_evidence_id": "GE-060-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "11_risks",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Alder Holdings",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 503140,
+    "stage": "Prospecting",
+    "close_date": "2026-10-29",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-01 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-060-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-060-081-2 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-060-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-060-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-060-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-060-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-060-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-060-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-060-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-060-081-10 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-060-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-060-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-060-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-060-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-060-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-060-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-060-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-060-081-18 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-060-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-060-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-060-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-060-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-060-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-060-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-060-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-060-081-26 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-060-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-060-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-060-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-060-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-060-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-060-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-060-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-23 | EVT-060-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-060-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-060-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/082_sbp-060-02_11_risks.txt b/task_files/sb100-060-yarrow-executive-handoff/11_risks/082_sbp-060-02_11_risks.txt
new file mode 100644
index 0000000000000000000000000000000000000000..b5eaeaa393b9f90e595b119f5fd526cba6354eb4
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/082_sbp-060-02_11_risks.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-02",
+    "account_name": "Beacon Systems",
+    "salesforce_account_id": "001SB060000001",
+    "salesforce_opportunity_id": "006SB060000001",
+    "hubspot_company_id": "8006010001",
+    "hubspot_deal_id": "8006020001",
+    "gong_evidence_id": "GE-060-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "11_risks",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Beacon Systems",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 640253,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-05",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-02 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-060-082-1 | buyer | security review remains seller-owned",
+      "2026-06-17 | EVT-060-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-060-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-060-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-060-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-060-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-060-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-060-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-060-082-9 | buyer | security review remains seller-owned",
+      "2026-07-27 | EVT-060-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-060-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-060-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-060-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-060-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-060-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-060-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-060-082-17 | buyer | security review remains seller-owned",
+      "2026-09-05 | EVT-060-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-060-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-060-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-060-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-060-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-060-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-060-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-060-082-25 | buyer | security review remains seller-owned",
+      "2026-10-15 | EVT-060-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-060-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-060-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-060-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-060-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-060-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-060-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-060-082-33 | buyer | security review remains seller-owned",
+      "2026-11-24 | EVT-060-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000001",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/083_sbp-060-03_11_risks.json b/task_files/sb100-060-yarrow-executive-handoff/11_risks/083_sbp-060-03_11_risks.json
new file mode 100644
index 0000000000000000000000000000000000000000..585d3bf17e27ca2dee18f44b5f6657554efd19a9
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/083_sbp-060-03_11_risks.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 777366,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-11-12",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Cobalt Partners",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "renewal_risk",
+    "authorized_record_id": "8006020002",
+    "authorized_system": "hubspot",
+    "current_value": "unreviewed",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-060-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-13 | EVT-060-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-060-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-060-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-060-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-060-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-060-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-060-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-060-083-8 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-060-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-060-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-060-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-060-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-060-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-060-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-060-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-060-083-16 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-060-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-060-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-060-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-060-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-060-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-060-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-060-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-060-083-24 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-060-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-060-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-060-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-060-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-060-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-060-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-060-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-060-083-32 | seller | security review remains seller-owned",
+      "2026-11-20 | EVT-060-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-25 | EVT-060-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-03 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Partners",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "11_risks",
+    "gong_evidence_id": "GE-060-03",
+    "hubspot_company_id": "8006010002",
+    "hubspot_deal_id": "8006020002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-03",
+    "salesforce_account_id": "001SB060000002",
+    "salesforce_opportunity_id": "006SB060000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/084_sbp-060-04_11_risks.csv b/task_files/sb100-060-yarrow-executive-handoff/11_risks/084_sbp-060-04_11_risks.csv
new file mode 100644
index 0000000000000000000000000000000000000000..f019be609dfcff4a917222fd6136f2fed46f8fd0
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/084_sbp-060-04_11_risks.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-04"""
+record_control,account_name,"""Dovetail Networks"""
+record_control,salesforce_account_id,"""001SB060000003"""
+record_control,salesforce_opportunity_id,"""006SB060000003"""
+record_control,hubspot_company_id,"""8006010003"""
+record_control,hubspot_deal_id,"""8006020003"""
+record_control,gong_evidence_id,"""GE-060-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""11_risks"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Dovetail Networks"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,914479
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-11-19"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-04 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-14 | EVT-060-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-19 | EVT-060-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-24 | EVT-060-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-29 | EVT-060-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-04 | EVT-060-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-09 | EVT-060-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-14 | EVT-060-084-7 | buyer | security review remains seller-owned"", ""2026-07-19 | EVT-060-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-24 | EVT-060-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-29 | EVT-060-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-03 | EVT-060-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-08 | EVT-060-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-13 | EVT-060-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-18 | EVT-060-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-23 | EVT-060-084-15 | buyer | security review remains seller-owned"", ""2026-08-28 | EVT-060-084-16 | seller | champion requested a revised mutual action plan"", ""2026-09-02 | EVT-060-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-07 | EVT-060-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-12 | EVT-060-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-17 | EVT-060-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-22 | EVT-060-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-27 | EVT-060-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-02 | EVT-060-084-23 | buyer | security review remains seller-owned"", ""2026-10-07 | EVT-060-084-24 | seller | champion requested a revised mutual action plan"", ""2026-10-12 | EVT-060-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-17 | EVT-060-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-22 | EVT-060-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-27 | EVT-060-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-01 | EVT-060-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-06 | EVT-060-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-11 | EVT-060-084-31 | buyer | security review remains seller-owned"", ""2026-11-16 | EVT-060-084-32 | seller | champion requested a revised mutual action plan"", ""2026-11-21 | EVT-060-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-26 | EVT-060-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-060-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""006SB060000003"""
+decision,authorized_field,"""Renewal_Risk__c"""
+decision,current_value,"""Unreviewed"""
+decision,required_value,"""commercial_terms"""
+decision,reason,"""SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy."""
+decision,owner,"""Elena Rossi"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/085_sbp-060-05_11_risks.eml b/task_files/sb100-060-yarrow-executive-handoff/11_risks/085_sbp-060-05_11_risks.eml
new file mode 100644
index 0000000000000000000000000000000000000000..ad3f8072aab1ba8311313b01af98c3f843a88a7c
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/085_sbp-060-05_11_risks.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-05 / 11_risks
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-05",
+    "account_name": "Evergreen Labs",
+    "salesforce_account_id": "001SB060000004",
+    "salesforce_opportunity_id": "006SB060000004",
+    "hubspot_company_id": "8006010004",
+    "hubspot_deal_id": "8006020004",
+    "gong_evidence_id": "GE-060-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "11_risks",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Evergreen Labs",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1051592,
+    "stage": "Prospecting",
+    "close_date": "2026-11-26",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-05 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-060-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-060-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-060-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-060-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-060-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-060-085-6 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-060-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-060-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-060-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-060-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-060-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-060-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-060-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-060-085-14 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-060-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-060-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-060-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-060-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-060-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-060-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-060-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-060-085-22 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-060-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-060-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-060-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-060-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-060-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-060-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-060-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-060-085-30 | seller | security review remains seller-owned",
+      "2026-11-12 | EVT-060-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-17 | EVT-060-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-22 | EVT-060-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-27 | EVT-060-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020004",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-05"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/086_sbp-060-06_11_risks.xml b/task_files/sb100-060-yarrow-executive-handoff/11_risks/086_sbp-060-06_11_risks.xml
new file mode 100644
index 0000000000000000000000000000000000000000..5d7ba90c6cae24ed61a6f9b4f7113f094fd3b5b1
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/086_sbp-060-06_11_risks.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-06",
+  "account_name": "Foxglove Industries",
+  "salesforce_account_id": "001SB060000005",
+  "salesforce_opportunity_id": "006SB060000005",
+  "hubspot_company_id": "8006010005",
+  "hubspot_deal_id": "8006020005",
+  "gong_evidence_id": "GE-060-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "11_risks",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Foxglove Industries",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 1188705,
+  "stage": "Technical Validation",
+  "close_date": "2026-12-03",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-06 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-16 | EVT-060-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-21 | EVT-060-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-26 | EVT-060-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-01 | EVT-060-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-06 | EVT-060-086-5 | buyer | security review remains seller-owned",
+    "2026-07-11 | EVT-060-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-16 | EVT-060-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-21 | EVT-060-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-26 | EVT-060-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-31 | EVT-060-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-05 | EVT-060-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-10 | EVT-060-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-15 | EVT-060-086-13 | buyer | security review remains seller-owned",
+    "2026-08-20 | EVT-060-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-25 | EVT-060-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-30 | EVT-060-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-04 | EVT-060-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-09 | EVT-060-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-14 | EVT-060-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-19 | EVT-060-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-24 | EVT-060-086-21 | buyer | security review remains seller-owned",
+    "2026-09-29 | EVT-060-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-04 | EVT-060-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-09 | EVT-060-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-14 | EVT-060-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-19 | EVT-060-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-24 | EVT-060-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-29 | EVT-060-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-03 | EVT-060-086-29 | buyer | security review remains seller-owned",
+    "2026-11-08 | EVT-060-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-13 | EVT-060-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-18 | EVT-060-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-23 | EVT-060-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-28 | EVT-060-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000005",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-06"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/087_sbp-060-07_11_risks.html b/task_files/sb100-060-yarrow-executive-handoff/11_risks/087_sbp-060-07_11_risks.html
new file mode 100644
index 0000000000000000000000000000000000000000..1addedb7155f94b795e3077ecbac02bf9bda98ff
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/087_sbp-060-07_11_risks.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Collective&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;11_risks&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Collective&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 1325818,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-12-10&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-07 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-17 | EVT-060-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-22 | EVT-060-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-27 | EVT-060-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-02 | EVT-060-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-07 | EVT-060-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-12 | EVT-060-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-17 | EVT-060-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-22 | EVT-060-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-27 | EVT-060-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-01 | EVT-060-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-06 | EVT-060-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-11 | EVT-060-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-16 | EVT-060-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-21 | EVT-060-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-26 | EVT-060-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-31 | EVT-060-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-05 | EVT-060-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-10 | EVT-060-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-15 | EVT-060-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-20 | EVT-060-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-25 | EVT-060-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-30 | EVT-060-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-05 | EVT-060-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-10 | EVT-060-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-15 | EVT-060-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-20 | EVT-060-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-25 | EVT-060-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-30 | EVT-060-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-04 | EVT-060-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-09 | EVT-060-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-14 | EVT-060-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-19 | EVT-060-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-24 | EVT-060-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-29 | EVT-060-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-07&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-060-07 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;Priya Raman&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/11_risks/088_sbp-060-08_11_risks.md b/task_files/sb100-060-yarrow-executive-handoff/11_risks/088_sbp-060-08_11_risks.md
new file mode 100644
index 0000000000000000000000000000000000000000..5de3a2bd185c725c006a0230f93624bb5ce831ee
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/11_risks/088_sbp-060-08_11_risks.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-08",
+    "account_name": "Harbor Works",
+    "salesforce_account_id": "001SB060000007",
+    "salesforce_opportunity_id": "006SB060000007",
+    "hubspot_company_id": "8006010007",
+    "hubspot_deal_id": "8006020007",
+    "gong_evidence_id": "GE-060-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "11_risks",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Harbor Works",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1462931,
+    "stage": "Technical Validation",
+    "close_date": "2026-08-31",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-08 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-060-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-060-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-060-088-3 | buyer | security review remains seller-owned",
+      "2026-07-03 | EVT-060-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-060-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-060-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-060-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-060-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-060-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-060-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-060-088-11 | buyer | security review remains seller-owned",
+      "2026-08-12 | EVT-060-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-060-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-060-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-060-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-060-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-060-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-060-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-060-088-19 | buyer | security review remains seller-owned",
+      "2026-09-21 | EVT-060-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-060-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-060-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-060-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-060-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-060-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-060-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-060-088-27 | buyer | security review remains seller-owned",
+      "2026-10-31 | EVT-060-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-060-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-060-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-060-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-20 | EVT-060-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-25 | EVT-060-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-30 | EVT-060-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020007",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/089_sbp-060-09_12_deliverables.md b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/089_sbp-060-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..0f665a39b7b13ae77966d87c202fb3c01866790f
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/089_sbp-060-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-09",
+    "account_name": "Indigo Technologies",
+    "salesforce_account_id": "001SB060000008",
+    "salesforce_opportunity_id": "006SB060000008",
+    "hubspot_company_id": "8006010008",
+    "hubspot_deal_id": "8006020008",
+    "gong_evidence_id": "GE-060-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Indigo Technologies",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1600044,
+    "stage": "Prospecting",
+    "close_date": "2026-09-07",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-060-09 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-060-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-060-089-2 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-060-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-060-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-060-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-060-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-060-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-060-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-060-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-060-089-10 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-060-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-060-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-060-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-060-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-060-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-060-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-060-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-060-089-18 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-060-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-060-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-060-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-060-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-060-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-060-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-060-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-060-089-26 | seller | security review remains seller-owned",
+      "2026-10-27 | EVT-060-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-060-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-060-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-060-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-16 | EVT-060-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-21 | EVT-060-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-26 | EVT-060-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-12-01 | EVT-060-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "006SB060000008",
+    "authorized_field": "Renewal_Risk__c",
+    "current_value": "Unreviewed",
+    "required_value": "support_recovery",
+    "reason": "SBP-060-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/090_sbp-060-10_12_deliverables.txt b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/090_sbp-060-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..cd457496289f39409f0b6ba9b0964d9de63aaf8d
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/090_sbp-060-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-10",
+    "account_name": "Juniper Services",
+    "salesforce_account_id": "001SB060000009",
+    "salesforce_opportunity_id": "006SB060000009",
+    "hubspot_company_id": "8006010009",
+    "hubspot_deal_id": "8006020009",
+    "gong_evidence_id": "GE-060-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Juniper Services",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 1737157,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-14",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-060-10 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-060-090-1 | buyer | security review remains seller-owned",
+      "2026-05-06 | EVT-060-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-11 | EVT-060-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-16 | EVT-060-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-060-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-060-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-060-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-060-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-060-090-9 | buyer | security review remains seller-owned",
+      "2026-06-15 | EVT-060-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-060-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-060-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-060-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-060-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-060-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-060-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-060-090-17 | buyer | security review remains seller-owned",
+      "2026-07-25 | EVT-060-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-060-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-060-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-060-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-060-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-060-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-060-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-060-090-25 | buyer | security review remains seller-owned",
+      "2026-09-03 | EVT-060-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-060-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-060-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-060-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-060-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-060-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-060-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-060-090-33 | buyer | security review remains seller-owned",
+      "2026-10-13 | EVT-060-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020009",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-060-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/091_sbp-060-11_12_deliverables.json b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/091_sbp-060-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..e95221614d74ca04b0ce378d84071038dff5a9a4
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/091_sbp-060-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 1874270,
+    "benchmark_company": "Yarrow Supply Network",
+    "close_date": "2026-09-21",
+    "industry": "supply-chain platform",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager",
+    "portfolio_account": "Keystone Ventures",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "stage": "Prospecting"
+  },
+  "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": "Renewal_Risk__c",
+    "authorized_record_id": "006SB060000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unreviewed",
+    "deadline": "2026-09-05",
+    "decision_code": "CHG-060-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Nora Kim",
+    "reason": "SBP-060-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "required_value": "identity_ambiguity"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-02 | EVT-060-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-07 | EVT-060-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-12 | EVT-060-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-17 | EVT-060-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-22 | EVT-060-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-27 | EVT-060-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-060-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-060-091-8 | seller | security review remains seller-owned",
+      "2026-06-11 | EVT-060-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-060-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-060-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-060-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-060-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-060-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-060-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-060-091-16 | seller | security review remains seller-owned",
+      "2026-07-21 | EVT-060-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-060-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-060-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-060-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-060-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-060-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-060-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-060-091-24 | seller | security review remains seller-owned",
+      "2026-08-30 | EVT-060-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-060-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-060-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-060-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-060-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-060-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-060-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-060-091-32 | seller | security review remains seller-owned",
+      "2026-10-09 | EVT-060-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-060-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-060-11 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "risk_code": "identity_ambiguity",
+    "signal": "champion requested a revised mutual action plan",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Ventures",
+    "as_of": "2026-08-29",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-060-11",
+    "hubspot_company_id": "8006010010",
+    "hubspot_deal_id": "8006020010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-060-11",
+    "salesforce_account_id": "001SB060000010",
+    "salesforce_opportunity_id": "006SB060000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-060-yarrow-executive-handoff"
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/092_sbp-060-12_12_deliverables.csv b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/092_sbp-060-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..3ee82e898e0c62d18cc8e8eb757e592c43068ed2
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/092_sbp-060-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-060-yarrow-executive-handoff"""
+record_control,portfolio_key,"""SBP-060-12"""
+record_control,account_name,"""Lantern Enterprises"""
+record_control,salesforce_account_id,"""001SB060000011"""
+record_control,salesforce_opportunity_id,"""006SB060000011"""
+record_control,hubspot_company_id,"""8006010011"""
+record_control,hubspot_deal_id,"""8006020011"""
+record_control,gong_evidence_id,"""GE-060-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-29"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Yarrow Supply Network"""
+business_context,portfolio_account,"""Lantern Enterprises"""
+business_context,industry,"""supply-chain platform"""
+business_context,region,"""EMEA"""
+business_context,requester,"""Executive Programs Director"""
+business_context,amount_usd,2011383
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-09-28"""
+business_context,owner,"""Elena Rossi"""
+business_context,owner_role,"""SDR Manager"""
+evidence,signal,"""finance validation is complete but legal review is open"""
+evidence,risk_code,"""commercial_terms"""
+evidence,gong_summary,"""Permitted Gong insight GE-060-12 supports finance validation is complete but legal review is open without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-03 | EVT-060-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-08 | EVT-060-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-13 | EVT-060-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-18 | EVT-060-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-23 | EVT-060-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-28 | EVT-060-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-02 | EVT-060-092-7 | buyer | security review remains seller-owned"", ""2026-06-07 | EVT-060-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-12 | EVT-060-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-17 | EVT-060-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-22 | EVT-060-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-27 | EVT-060-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-02 | EVT-060-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-07 | EVT-060-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-12 | EVT-060-092-15 | buyer | security review remains seller-owned"", ""2026-07-17 | EVT-060-092-16 | seller | champion requested a revised mutual action plan"", ""2026-07-22 | EVT-060-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-27 | EVT-060-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-01 | EVT-060-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-06 | EVT-060-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-11 | EVT-060-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-16 | EVT-060-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-21 | EVT-060-092-23 | buyer | security review remains seller-owned"", ""2026-08-26 | EVT-060-092-24 | seller | champion requested a revised mutual action plan"", ""2026-08-31 | EVT-060-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-05 | EVT-060-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-10 | EVT-060-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-15 | EVT-060-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-20 | EVT-060-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-25 | EVT-060-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-30 | EVT-060-092-31 | buyer | security review remains seller-owned"", ""2026-10-05 | EVT-060-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-10 | EVT-060-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-15 | EVT-060-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-060-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-060-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Elena Rossi"""
+decision,deadline,"""2026-09-06"""
+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
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/093_sbp-060-13_12_deliverables.eml b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/093_sbp-060-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..c061d467cd34ec7f5a4ed5e039cdfba9a78f7541
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/093_sbp-060-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-060-yarrow-executive-handoff.example
+To: portfolio-review@sb100-060-yarrow-executive-handoff.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-060-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-13",
+    "account_name": "Meridian Cooperative",
+    "salesforce_account_id": "001SB060000012",
+    "salesforce_opportunity_id": "006SB060000012",
+    "hubspot_company_id": "8006010012",
+    "hubspot_deal_id": "8006020012",
+    "gong_evidence_id": "GE-060-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Meridian Cooperative",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2148496,
+    "stage": "Prospecting",
+    "close_date": "2026-10-05",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-060-13 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-060-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-09 | EVT-060-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-14 | EVT-060-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-19 | EVT-060-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-24 | EVT-060-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-29 | EVT-060-093-6 | seller | security review remains seller-owned",
+      "2026-06-03 | EVT-060-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-060-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-060-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-060-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-060-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-060-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-060-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-060-093-14 | seller | security review remains seller-owned",
+      "2026-07-13 | EVT-060-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-060-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-060-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-060-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-060-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-060-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-060-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-060-093-22 | seller | security review remains seller-owned",
+      "2026-08-22 | EVT-060-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-060-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-060-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-060-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-060-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-060-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-060-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-060-093-30 | seller | security review remains seller-owned",
+      "2026-10-01 | EVT-060-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-060-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-060-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-060-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020012",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "procurement_timing",
+    "reason": "SBP-060-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "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
+  }
+}
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/094_sbp-060-14_12_deliverables.xml b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/094_sbp-060-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..b201b87445d3ef617cd55ad090f9de3011da37cb
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/094_sbp-060-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-060-yarrow-executive-handoff",
+  "portfolio_key": "SBP-060-14",
+  "account_name": "Northstar Platform",
+  "salesforce_account_id": "001SB060000013",
+  "salesforce_opportunity_id": "006SB060000013",
+  "hubspot_company_id": "8006010013",
+  "hubspot_deal_id": "8006020013",
+  "gong_evidence_id": "GE-060-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-29",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Yarrow Supply Network",
+  "portfolio_account": "Northstar Platform",
+  "industry": "supply-chain platform",
+  "region": "EMEA",
+  "requester": "Executive Programs Director",
+  "amount_usd": 2285609,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-12",
+  "owner": "Jon Bell",
+  "owner_role": "Commercial AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "implementation capacity moved to the following quarter",
+  "risk_code": "consent_conflict",
+  "gong_summary": "Permitted Gong insight GE-060-14 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+  "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-05 | EVT-060-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-10 | EVT-060-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-15 | EVT-060-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-20 | EVT-060-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-25 | EVT-060-094-5 | buyer | security review remains seller-owned",
+    "2026-05-30 | EVT-060-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-04 | EVT-060-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-09 | EVT-060-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-14 | EVT-060-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-19 | EVT-060-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-24 | EVT-060-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-29 | EVT-060-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-04 | EVT-060-094-13 | buyer | security review remains seller-owned",
+    "2026-07-09 | EVT-060-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-14 | EVT-060-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-19 | EVT-060-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-24 | EVT-060-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-29 | EVT-060-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-03 | EVT-060-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-08 | EVT-060-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-13 | EVT-060-094-21 | buyer | security review remains seller-owned",
+    "2026-08-18 | EVT-060-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-23 | EVT-060-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-28 | EVT-060-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-02 | EVT-060-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-07 | EVT-060-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-12 | EVT-060-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-17 | EVT-060-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-22 | EVT-060-094-29 | buyer | security review remains seller-owned",
+    "2026-09-27 | EVT-060-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-02 | EVT-060-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-07 | EVT-060-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-12 | EVT-060-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-17 | EVT-060-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-060-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "006SB060000013",
+  "authorized_field": "Renewal_Risk__c",
+  "current_value": "Unreviewed",
+  "required_value": "consent_conflict",
+  "reason": "SBP-060-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.",
+  "owner": "Jon Bell",
+  "deadline": "2026-09-02"
+}]]></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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/095_sbp-060-15_12_deliverables.html b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/095_sbp-060-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..05372500228a54b902b539ba8c32ba97f5cdbe68
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/095_sbp-060-15_12_deliverables.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;sb100-060-yarrow-executive-handoff&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-060-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Corporation&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB060000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB060000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8006010014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8006020014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-060-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-29&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Yarrow Supply Network&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Corporation&quot;,
+    &quot;industry&quot;: &quot;supply-chain platform&quot;,
+    &quot;region&quot;: &quot;EMEA&quot;,
+    &quot;requester&quot;: &quot;Executive Programs Director&quot;,
+    &quot;amount_usd&quot;: 2422722,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-10-19&quot;,
+    &quot;owner&quot;: &quot;Priya Raman&quot;,
+    &quot;owner_role&quot;: &quot;Strategic AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;competitive evaluation narrowed to two vendors&quot;,
+    &quot;risk_code&quot;: &quot;single_threaded&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-060-15 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-06 | EVT-060-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-11 | EVT-060-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-16 | EVT-060-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-21 | EVT-060-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-26 | EVT-060-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-31 | EVT-060-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-05 | EVT-060-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-10 | EVT-060-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-15 | EVT-060-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-20 | EVT-060-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-25 | EVT-060-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-30 | EVT-060-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-05 | EVT-060-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-10 | EVT-060-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-15 | EVT-060-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-20 | EVT-060-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-25 | EVT-060-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-30 | EVT-060-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-04 | EVT-060-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-09 | EVT-060-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-14 | EVT-060-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-19 | EVT-060-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-24 | EVT-060-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-29 | EVT-060-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-03 | EVT-060-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-08 | EVT-060-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-13 | EVT-060-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-18 | EVT-060-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-23 | EVT-060-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-28 | EVT-060-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-03 | EVT-060-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-08 | EVT-060-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-13 | EVT-060-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-18 | EVT-060-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-060-15&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-060-15 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;Priya Raman&quot;,
+    &quot;deadline&quot;: &quot;2026-09-03&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>
diff --git a/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/096_sbp-060-16_12_deliverables.md b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/096_sbp-060-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..f9c31c3feaec456236458f96828e6fa168d09580
--- /dev/null
+++ b/task_files/sb100-060-yarrow-executive-handoff/12_deliverables/096_sbp-060-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-060-yarrow-executive-handoff",
+    "portfolio_key": "SBP-060-16",
+    "account_name": "Palisade Group",
+    "salesforce_account_id": "001SB060000015",
+    "salesforce_opportunity_id": "006SB060000015",
+    "hubspot_company_id": "8006010015",
+    "hubspot_deal_id": "8006020015",
+    "gong_evidence_id": "GE-060-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-29",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Yarrow Supply Network",
+    "portfolio_account": "Palisade Group",
+    "industry": "supply-chain platform",
+    "region": "EMEA",
+    "requester": "Executive Programs Director",
+    "amount_usd": 2559835,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-26",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE"
+  },
+  "evidence": {
+    "signal": "renewal notice was acknowledged by procurement",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-060-16 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-060-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-12 | EVT-060-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-17 | EVT-060-096-3 | buyer | security review remains seller-owned",
+      "2026-05-22 | EVT-060-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-060-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-060-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-060-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-060-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-060-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-060-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-060-096-11 | buyer | security review remains seller-owned",
+      "2026-07-01 | EVT-060-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-060-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-060-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-060-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-060-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-060-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-060-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-060-096-19 | buyer | security review remains seller-owned",
+      "2026-08-10 | EVT-060-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-060-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-060-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-060-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-060-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-060-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-060-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-060-096-27 | buyer | security review remains seller-owned",
+      "2026-09-19 | EVT-060-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-060-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-060-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-060-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-060-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-060-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-060-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-060-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8006020015",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "stage_evidence_gap",
+    "reason": "SBP-060-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "owner": "Luis Ortega",
+    "deadline": "2026-09-04"
+  },
+  "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/001_sbp-077-01_01_accounts.md b/task_files/sb100-077-pine-competitive-plan/01_accounts/001_sbp-077-01_01_accounts.md
new file mode 100644
index 0000000000000000000000000000000000000000..a0f9be43dc44bfc9e0d044a523d543bb2d798988
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/001_sbp-077-01_01_accounts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-01",
+    "account_name": "Alder Cooperative",
+    "salesforce_account_id": "001SB077000000",
+    "salesforce_opportunity_id": "006SB077000000",
+    "hubspot_company_id": "8007710000",
+    "hubspot_deal_id": "8007720000",
+    "gong_evidence_id": "GE-077-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_accounts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Alder Cooperative",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 1926363,
+    "stage": "Negotiation",
+    "close_date": "2026-11-15",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-077-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-077-001-2 | seller | security review remains seller-owned",
+      "2026-06-08 | EVT-077-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-077-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-077-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-077-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-077-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-077-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-077-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-077-001-10 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-077-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-077-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-077-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-077-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-077-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-077-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-077-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-077-001-18 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-077-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-077-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-077-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-077-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-077-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-077-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-077-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-077-001-26 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-077-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-077-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-077-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-077-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-077-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-077-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-077-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-077-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-077-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/002_sbp-077-02_01_accounts.txt b/task_files/sb100-077-pine-competitive-plan/01_accounts/002_sbp-077-02_01_accounts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..24bddb607631fda87de9fa56d6c9f883bc59128d
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/002_sbp-077-02_01_accounts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-02",
+    "account_name": "Beacon Platform",
+    "salesforce_account_id": "001SB077000001",
+    "salesforce_opportunity_id": "006SB077000001",
+    "hubspot_company_id": "8007710001",
+    "hubspot_deal_id": "8007720001",
+    "gong_evidence_id": "GE-077-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_accounts",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Beacon Platform",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2063476,
+    "stage": "Discovery",
+    "close_date": "2026-11-22",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-077-002-1 | buyer | security review remains seller-owned",
+      "2026-06-04 | EVT-077-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-077-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-077-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-077-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-077-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-077-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-077-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-077-002-9 | buyer | security review remains seller-owned",
+      "2026-07-14 | EVT-077-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-077-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-077-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-077-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-077-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-077-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-077-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-077-002-17 | buyer | security review remains seller-owned",
+      "2026-08-23 | EVT-077-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-077-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-077-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-077-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-077-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-077-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-077-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-077-002-25 | buyer | security review remains seller-owned",
+      "2026-10-02 | EVT-077-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-077-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-077-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-077-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-077-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-077-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-077-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-077-002-33 | buyer | security review remains seller-owned",
+      "2026-11-11 | EVT-077-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/003_sbp-077-03_01_accounts.json b/task_files/sb100-077-pine-competitive-plan/01_accounts/003_sbp-077-03_01_accounts.json
new file mode 100644
index 0000000000000000000000000000000000000000..ee68cc19b34e855a9dca5809a1593bddcc6baf53
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/003_sbp-077-03_01_accounts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2200589,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-11-29",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Corporation",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-077-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-31 | EVT-077-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-077-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-077-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-077-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-077-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-077-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-077-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-077-003-8 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-077-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-077-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-077-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-077-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-077-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-077-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-077-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-077-003-16 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-077-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-077-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-077-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-077-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-077-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-077-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-077-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-077-003-24 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-077-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-077-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-077-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-077-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-077-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-077-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-077-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-077-003-32 | seller | security review remains seller-owned",
+      "2026-11-07 | EVT-077-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-12 | EVT-077-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Corporation",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "01_accounts",
+    "gong_evidence_id": "GE-077-03",
+    "hubspot_company_id": "8007710002",
+    "hubspot_deal_id": "8007720002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-03",
+    "salesforce_account_id": "001SB077000002",
+    "salesforce_opportunity_id": "006SB077000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/004_sbp-077-04_01_accounts.csv b/task_files/sb100-077-pine-competitive-plan/01_accounts/004_sbp-077-04_01_accounts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ba799e31ca62759d58c61a112ce1ab3c2cd923cf
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/004_sbp-077-04_01_accounts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-04"""
+record_control,account_name,"""Dovetail Group"""
+record_control,salesforce_account_id,"""001SB077000003"""
+record_control,salesforce_opportunity_id,"""006SB077000003"""
+record_control,hubspot_company_id,"""8007710003"""
+record_control,hubspot_deal_id,"""8007720003"""
+record_control,gong_evidence_id,"""GE-077-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""01_accounts"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Dovetail Group"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,2337702
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-06"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-01 | EVT-077-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-06 | EVT-077-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-11 | EVT-077-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-16 | EVT-077-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-21 | EVT-077-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-26 | EVT-077-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-01 | EVT-077-004-7 | buyer | security review remains seller-owned"", ""2026-07-06 | EVT-077-004-8 | seller | champion requested a revised mutual action plan"", ""2026-07-11 | EVT-077-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-16 | EVT-077-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-21 | EVT-077-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-26 | EVT-077-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-31 | EVT-077-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-05 | EVT-077-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-10 | EVT-077-004-15 | buyer | security review remains seller-owned"", ""2026-08-15 | EVT-077-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-20 | EVT-077-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-25 | EVT-077-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-30 | EVT-077-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-04 | EVT-077-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-09 | EVT-077-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-14 | EVT-077-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-19 | EVT-077-004-23 | buyer | security review remains seller-owned"", ""2026-09-24 | EVT-077-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-29 | EVT-077-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-04 | EVT-077-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-09 | EVT-077-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-14 | EVT-077-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-19 | EVT-077-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-24 | EVT-077-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-29 | EVT-077-004-31 | buyer | security review remains seller-owned"", ""2026-11-03 | EVT-077-004-32 | seller | champion requested a revised mutual action plan"", ""2026-11-08 | EVT-077-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-13 | EVT-077-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000003"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Technical Evaluator"""
+decision,reason,"""SBP-077-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/005_sbp-077-05_01_accounts.eml b/task_files/sb100-077-pine-competitive-plan/01_accounts/005_sbp-077-05_01_accounts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..15bb6e060408abd8acb3f90b33769e0fce4b4049
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/005_sbp-077-05_01_accounts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-05 / 01_accounts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-05",
+    "account_name": "Evergreen Holdings",
+    "salesforce_account_id": "001SB077000004",
+    "salesforce_opportunity_id": "006SB077000004",
+    "hubspot_company_id": "8007710004",
+    "hubspot_deal_id": "8007720004",
+    "gong_evidence_id": "GE-077-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_accounts",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Evergreen Holdings",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2474815,
+    "stage": "Negotiation",
+    "close_date": "2026-12-13",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-077-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-077-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-077-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-077-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-077-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-077-005-6 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-077-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-077-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-077-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-077-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-077-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-077-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-077-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-077-005-14 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-077-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-077-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-077-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-077-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-077-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-077-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-077-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-077-005-22 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-077-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-077-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-077-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-077-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-077-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-077-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-077-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-077-005-30 | seller | security review remains seller-owned",
+      "2026-10-30 | EVT-077-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-077-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-077-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-077-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730004",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/006_sbp-077-06_01_accounts.xml b/task_files/sb100-077-pine-competitive-plan/01_accounts/006_sbp-077-06_01_accounts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..920c537c7242ef5f7f8907c73f5fa64c9bee052e
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/006_sbp-077-06_01_accounts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-06",
+  "account_name": "Foxglove Systems",
+  "salesforce_account_id": "001SB077000005",
+  "salesforce_opportunity_id": "006SB077000005",
+  "hubspot_company_id": "8007710005",
+  "hubspot_deal_id": "8007720005",
+  "gong_evidence_id": "GE-077-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "01_accounts",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Foxglove Systems",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 2611928,
+  "stage": "Discovery",
+  "close_date": "2026-09-03",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-03 | EVT-077-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-08 | EVT-077-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-13 | EVT-077-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-18 | EVT-077-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-23 | EVT-077-006-5 | buyer | security review remains seller-owned",
+    "2026-06-28 | EVT-077-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-03 | EVT-077-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-08 | EVT-077-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-13 | EVT-077-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-18 | EVT-077-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-23 | EVT-077-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-28 | EVT-077-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-02 | EVT-077-006-13 | buyer | security review remains seller-owned",
+    "2026-08-07 | EVT-077-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-12 | EVT-077-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-17 | EVT-077-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-22 | EVT-077-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-27 | EVT-077-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-01 | EVT-077-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-06 | EVT-077-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-11 | EVT-077-006-21 | buyer | security review remains seller-owned",
+    "2026-09-16 | EVT-077-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-21 | EVT-077-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-26 | EVT-077-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-01 | EVT-077-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-06 | EVT-077-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-11 | EVT-077-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-16 | EVT-077-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-21 | EVT-077-006-29 | buyer | security review remains seller-owned",
+    "2026-10-26 | EVT-077-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-31 | EVT-077-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-05 | EVT-077-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-10 | EVT-077-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-15 | EVT-077-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000005",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Economic Buyer",
+  "reason": "SBP-077-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/007_sbp-077-07_01_accounts.html b/task_files/sb100-077-pine-competitive-plan/01_accounts/007_sbp-077-07_01_accounts.html
new file mode 100644
index 0000000000000000000000000000000000000000..f3786757002e651bc96a5481320d9e3df1500c72
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/007_sbp-077-07_01_accounts.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Partners&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;01_accounts&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Partners&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 2749041,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-10&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-04 | EVT-077-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-09 | EVT-077-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-14 | EVT-077-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-19 | EVT-077-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-24 | EVT-077-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-29 | EVT-077-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-04 | EVT-077-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-09 | EVT-077-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-14 | EVT-077-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-19 | EVT-077-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-24 | EVT-077-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-29 | EVT-077-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-03 | EVT-077-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-08 | EVT-077-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-13 | EVT-077-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-18 | EVT-077-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-23 | EVT-077-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-28 | EVT-077-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-02 | EVT-077-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-07 | EVT-077-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-12 | EVT-077-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-17 | EVT-077-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-22 | EVT-077-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-27 | EVT-077-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-02 | EVT-077-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-07 | EVT-077-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-12 | EVT-077-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-17 | EVT-077-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-22 | EVT-077-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-27 | EVT-077-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-01 | EVT-077-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-06 | EVT-077-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-11 | EVT-077-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-16 | EVT-077-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-077-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8007730006&quot;,
+    &quot;authorized_field&quot;: &quot;buying_role&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Champion&quot;,
+    &quot;reason&quot;: &quot;SBP-077-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/01_accounts/008_sbp-077-08_01_accounts.md b/task_files/sb100-077-pine-competitive-plan/01_accounts/008_sbp-077-08_01_accounts.md
new file mode 100644
index 0000000000000000000000000000000000000000..d9842985590630535e353303421954f1b368ad03
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/01_accounts/008_sbp-077-08_01_accounts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-08",
+    "account_name": "Harbor Networks",
+    "salesforce_account_id": "001SB077000007",
+    "salesforce_opportunity_id": "006SB077000007",
+    "hubspot_company_id": "8007710007",
+    "hubspot_deal_id": "8007720007",
+    "gong_evidence_id": "GE-077-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "01_accounts",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Harbor Networks",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2886154,
+    "stage": "Discovery",
+    "close_date": "2026-09-17",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-077-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-077-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-077-008-3 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-077-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-077-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-077-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-077-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-077-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-077-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-077-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-077-008-11 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-077-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-077-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-077-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-077-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-077-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-077-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-077-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-077-008-19 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-077-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-077-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-077-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-077-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-077-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-077-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-077-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-077-008-27 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-077-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-077-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-077-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-077-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-077-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-077-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-077-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/009_sbp-077-09_02_opportunities.md b/task_files/sb100-077-pine-competitive-plan/02_opportunities/009_sbp-077-09_02_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..33ca705602c8265197f6498136765b0ad37380d9
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/009_sbp-077-09_02_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-09",
+    "account_name": "Indigo Labs",
+    "salesforce_account_id": "001SB077000008",
+    "salesforce_opportunity_id": "006SB077000008",
+    "hubspot_company_id": "8007710008",
+    "hubspot_deal_id": "8007720008",
+    "gong_evidence_id": "GE-077-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_opportunities",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Indigo Labs",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3023267,
+    "stage": "Negotiation",
+    "close_date": "2026-09-24",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-077-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-077-009-2 | seller | security review remains seller-owned",
+      "2026-06-16 | EVT-077-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-077-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-077-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-077-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-077-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-077-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-077-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-077-009-10 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-077-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-077-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-077-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-077-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-077-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-077-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-077-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-077-009-18 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-077-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-077-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-077-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-077-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-077-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-077-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-077-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-077-009-26 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-077-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-077-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-077-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-077-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-077-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-077-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-077-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-077-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/010_sbp-077-10_02_opportunities.txt b/task_files/sb100-077-pine-competitive-plan/02_opportunities/010_sbp-077-10_02_opportunities.txt
new file mode 100644
index 0000000000000000000000000000000000000000..0500b57717df0867d31d010b40de75619974e2bd
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/010_sbp-077-10_02_opportunities.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-10",
+    "account_name": "Juniper Industries",
+    "salesforce_account_id": "001SB077000009",
+    "salesforce_opportunity_id": "006SB077000009",
+    "hubspot_company_id": "8007710009",
+    "hubspot_deal_id": "8007720009",
+    "gong_evidence_id": "GE-077-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_opportunities",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Juniper Industries",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3160380,
+    "stage": "Discovery",
+    "close_date": "2026-10-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-077-010-1 | buyer | security review remains seller-owned",
+      "2026-06-12 | EVT-077-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-077-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-077-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-077-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-077-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-077-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-077-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-077-010-9 | buyer | security review remains seller-owned",
+      "2026-07-22 | EVT-077-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-077-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-077-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-077-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-077-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-077-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-077-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-077-010-17 | buyer | security review remains seller-owned",
+      "2026-08-31 | EVT-077-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-077-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-077-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-077-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-077-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-077-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-077-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-077-010-25 | buyer | security review remains seller-owned",
+      "2026-10-10 | EVT-077-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-077-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-077-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-077-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-077-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-077-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-077-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-077-010-33 | buyer | security review remains seller-owned",
+      "2026-11-19 | EVT-077-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000009",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-077-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/011_sbp-077-11_02_opportunities.json b/task_files/sb100-077-pine-competitive-plan/02_opportunities/011_sbp-077-11_02_opportunities.json
new file mode 100644
index 0000000000000000000000000000000000000000..07d1892703225478673ba507343df6791643e87d
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/011_sbp-077-11_02_opportunities.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3297493,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-10-08",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Collective",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "buying_role",
+    "authorized_record_id": "8007730010",
+    "authorized_system": "hubspot",
+    "current_value": "Unknown",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-077-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-11 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "required_value": "Procurement"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-08 | EVT-077-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-077-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-077-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-077-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-077-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-077-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-077-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-077-011-8 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-077-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-077-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-077-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-077-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-077-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-077-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-077-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-077-011-16 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-077-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-077-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-077-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-077-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-077-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-077-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-077-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-077-011-24 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-077-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-077-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-077-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-077-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-077-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-077-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-077-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-077-011-32 | seller | security review remains seller-owned",
+      "2026-11-15 | EVT-077-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-20 | EVT-077-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Collective",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "02_opportunities",
+    "gong_evidence_id": "GE-077-11",
+    "hubspot_company_id": "8007710010",
+    "hubspot_deal_id": "8007720010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-11",
+    "salesforce_account_id": "001SB077000010",
+    "salesforce_opportunity_id": "006SB077000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/012_sbp-077-12_02_opportunities.csv b/task_files/sb100-077-pine-competitive-plan/02_opportunities/012_sbp-077-12_02_opportunities.csv
new file mode 100644
index 0000000000000000000000000000000000000000..53f50f61763a50c88fc6d372cf4971a90fd81d8f
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/012_sbp-077-12_02_opportunities.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-12"""
+record_control,account_name,"""Lantern Works"""
+record_control,salesforce_account_id,"""001SB077000011"""
+record_control,salesforce_opportunity_id,"""006SB077000011"""
+record_control,hubspot_company_id,"""8007710011"""
+record_control,hubspot_deal_id,"""8007720011"""
+record_control,gong_evidence_id,"""GE-077-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""02_opportunities"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Lantern Works"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,3434606
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-15"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-09 | EVT-077-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-14 | EVT-077-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-19 | EVT-077-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-24 | EVT-077-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-29 | EVT-077-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-04 | EVT-077-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-09 | EVT-077-012-7 | buyer | security review remains seller-owned"", ""2026-07-14 | EVT-077-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-19 | EVT-077-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-24 | EVT-077-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-29 | EVT-077-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-03 | EVT-077-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-08 | EVT-077-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-13 | EVT-077-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-18 | EVT-077-012-15 | buyer | security review remains seller-owned"", ""2026-08-23 | EVT-077-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-28 | EVT-077-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-02 | EVT-077-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-07 | EVT-077-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-12 | EVT-077-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-17 | EVT-077-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-22 | EVT-077-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-27 | EVT-077-012-23 | buyer | security review remains seller-owned"", ""2026-10-02 | EVT-077-012-24 | seller | champion requested a revised mutual action plan"", ""2026-10-07 | EVT-077-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-12 | EVT-077-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-17 | EVT-077-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-22 | EVT-077-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-27 | EVT-077-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-01 | EVT-077-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-06 | EVT-077-012-31 | buyer | security review remains seller-owned"", ""2026-11-11 | EVT-077-012-32 | seller | champion requested a revised mutual action plan"", ""2026-11-16 | EVT-077-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-21 | EVT-077-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000011"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Economic Buyer"""
+decision,reason,"""SBP-077-12 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/013_sbp-077-13_02_opportunities.eml b/task_files/sb100-077-pine-competitive-plan/02_opportunities/013_sbp-077-13_02_opportunities.eml
new file mode 100644
index 0000000000000000000000000000000000000000..0110885ac16b3f9a819b65821ce6dd5cd1fc8a57
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/013_sbp-077-13_02_opportunities.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-13 / 02_opportunities
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-13",
+    "account_name": "Meridian Technologies",
+    "salesforce_account_id": "001SB077000012",
+    "salesforce_opportunity_id": "006SB077000012",
+    "hubspot_company_id": "8007710012",
+    "hubspot_deal_id": "8007720012",
+    "gong_evidence_id": "GE-077-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_opportunities",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Meridian Technologies",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3571719,
+    "stage": "Negotiation",
+    "close_date": "2026-10-22",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-10 | EVT-077-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-077-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-077-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-077-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-077-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-077-013-6 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-077-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-077-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-077-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-077-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-077-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-077-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-077-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-077-013-14 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-077-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-077-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-077-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-077-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-077-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-077-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-077-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-077-013-22 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-077-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-077-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-077-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-077-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-077-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-077-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-077-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-077-013-30 | seller | security review remains seller-owned",
+      "2026-11-07 | EVT-077-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-12 | EVT-077-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-17 | EVT-077-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-22 | EVT-077-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; 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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/014_sbp-077-14_02_opportunities.xml b/task_files/sb100-077-pine-competitive-plan/02_opportunities/014_sbp-077-14_02_opportunities.xml
new file mode 100644
index 0000000000000000000000000000000000000000..692865c84bc343791753679cc7164087561b6cd1
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/014_sbp-077-14_02_opportunities.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-14",
+  "account_name": "Northstar Services",
+  "salesforce_account_id": "001SB077000013",
+  "salesforce_opportunity_id": "006SB077000013",
+  "hubspot_company_id": "8007710013",
+  "hubspot_deal_id": "8007720013",
+  "gong_evidence_id": "GE-077-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "02_opportunities",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Northstar Services",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 3708832,
+  "stage": "Discovery",
+  "close_date": "2026-10-29",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-11 | EVT-077-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-16 | EVT-077-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-21 | EVT-077-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-26 | EVT-077-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-01 | EVT-077-014-5 | buyer | security review remains seller-owned",
+    "2026-07-06 | EVT-077-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-11 | EVT-077-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-16 | EVT-077-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-21 | EVT-077-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-26 | EVT-077-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-31 | EVT-077-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-05 | EVT-077-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-10 | EVT-077-014-13 | buyer | security review remains seller-owned",
+    "2026-08-15 | EVT-077-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-20 | EVT-077-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-25 | EVT-077-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-30 | EVT-077-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-04 | EVT-077-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-09 | EVT-077-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-14 | EVT-077-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-19 | EVT-077-014-21 | buyer | security review remains seller-owned",
+    "2026-09-24 | EVT-077-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-29 | EVT-077-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-04 | EVT-077-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-09 | EVT-077-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-14 | EVT-077-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-19 | EVT-077-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-24 | EVT-077-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-29 | EVT-077-014-29 | buyer | security review remains seller-owned",
+    "2026-11-03 | EVT-077-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-08 | EVT-077-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-13 | EVT-077-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-18 | EVT-077-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-23 | EVT-077-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000013",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Technical Evaluator",
+  "reason": "SBP-077-14 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/015_sbp-077-15_02_opportunities.html b/task_files/sb100-077-pine-competitive-plan/02_opportunities/015_sbp-077-15_02_opportunities.html
new file mode 100644
index 0000000000000000000000000000000000000000..82403fcb0e7d94106078de1cefde005b305a4253
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/015_sbp-077-15_02_opportunities.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Ventures&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;02_opportunities&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Ventures&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 3845945,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-05&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-12 | EVT-077-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-17 | EVT-077-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-22 | EVT-077-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-27 | EVT-077-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-02 | EVT-077-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-07 | EVT-077-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-12 | EVT-077-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-17 | EVT-077-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-22 | EVT-077-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-27 | EVT-077-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-01 | EVT-077-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-06 | EVT-077-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-11 | EVT-077-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-16 | EVT-077-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-21 | EVT-077-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-26 | EVT-077-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-31 | EVT-077-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-05 | EVT-077-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-10 | EVT-077-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-15 | EVT-077-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-20 | EVT-077-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-25 | EVT-077-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-30 | EVT-077-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-05 | EVT-077-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-10 | EVT-077-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-15 | EVT-077-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-20 | EVT-077-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-25 | EVT-077-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-30 | EVT-077-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-04 | EVT-077-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-09 | EVT-077-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-14 | EVT-077-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-19 | EVT-077-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-24 | EVT-077-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-077-15&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-077-15 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;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/02_opportunities/016_sbp-077-16_02_opportunities.md b/task_files/sb100-077-pine-competitive-plan/02_opportunities/016_sbp-077-16_02_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..c2c59f6be447fe6318d775ceb2475a0c01ff988e
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/02_opportunities/016_sbp-077-16_02_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-16",
+    "account_name": "Palisade Enterprises",
+    "salesforce_account_id": "001SB077000015",
+    "salesforce_opportunity_id": "006SB077000015",
+    "hubspot_company_id": "8007710015",
+    "hubspot_deal_id": "8007720015",
+    "gong_evidence_id": "GE-077-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "02_opportunities",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Palisade Enterprises",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3983058,
+    "stage": "Discovery",
+    "close_date": "2026-11-12",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-077-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-077-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-077-016-3 | buyer | security review remains seller-owned",
+      "2026-06-28 | EVT-077-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-077-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-077-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-077-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-077-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-077-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-077-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-077-016-11 | buyer | security review remains seller-owned",
+      "2026-08-07 | EVT-077-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-077-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-077-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-077-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-077-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-077-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-077-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-077-016-19 | buyer | security review remains seller-owned",
+      "2026-09-16 | EVT-077-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-077-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-077-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-077-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-077-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-077-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-077-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-077-016-27 | buyer | security review remains seller-owned",
+      "2026-10-26 | EVT-077-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-077-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-077-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-077-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-15 | EVT-077-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-20 | EVT-077-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-25 | EVT-077-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/017_sbp-077-01_03_contacts.md b/task_files/sb100-077-pine-competitive-plan/03_contacts/017_sbp-077-01_03_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..66ffb97320322df5d765d798015715c6df137964
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/017_sbp-077-01_03_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-01",
+    "account_name": "Alder Cooperative",
+    "salesforce_account_id": "001SB077000000",
+    "salesforce_opportunity_id": "006SB077000000",
+    "hubspot_company_id": "8007710000",
+    "hubspot_deal_id": "8007720000",
+    "gong_evidence_id": "GE-077-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_contacts",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Alder Cooperative",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 1926363,
+    "stage": "Negotiation",
+    "close_date": "2026-11-15",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-077-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-077-017-2 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-077-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-077-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-077-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-077-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-077-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-077-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-077-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-077-017-10 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-077-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-077-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-077-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-077-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-077-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-077-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-077-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-077-017-18 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-077-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-077-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-077-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-077-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-077-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-077-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-077-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-077-017-26 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-077-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-077-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-077-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-077-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-077-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-077-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-077-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-26 | EVT-077-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-077-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/018_sbp-077-02_03_contacts.txt b/task_files/sb100-077-pine-competitive-plan/03_contacts/018_sbp-077-02_03_contacts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..726d477adb85de844f520cef465b099dadf714d9
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/018_sbp-077-02_03_contacts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-02",
+    "account_name": "Beacon Platform",
+    "salesforce_account_id": "001SB077000001",
+    "salesforce_opportunity_id": "006SB077000001",
+    "hubspot_company_id": "8007710001",
+    "hubspot_deal_id": "8007720001",
+    "gong_evidence_id": "GE-077-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_contacts",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Beacon Platform",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2063476,
+    "stage": "Discovery",
+    "close_date": "2026-11-22",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-077-018-1 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-077-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-077-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-077-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-077-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-077-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-077-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-077-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-077-018-9 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-077-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-077-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-077-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-077-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-077-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-077-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-077-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-077-018-17 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-077-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-077-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-077-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-077-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-077-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-077-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-077-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-077-018-25 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-077-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-077-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-077-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-077-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-077-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-077-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-077-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-22 | EVT-077-018-33 | buyer | security review remains seller-owned",
+      "2026-11-27 | EVT-077-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/019_sbp-077-03_03_contacts.json b/task_files/sb100-077-pine-competitive-plan/03_contacts/019_sbp-077-03_03_contacts.json
new file mode 100644
index 0000000000000000000000000000000000000000..d2146eba7487c897fb2e1534354de552c2c0f244
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/019_sbp-077-03_03_contacts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2200589,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-11-29",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Corporation",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-077-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-16 | EVT-077-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-077-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-077-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-077-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-077-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-077-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-077-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-077-019-8 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-077-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-077-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-077-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-077-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-077-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-077-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-077-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-077-019-16 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-077-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-077-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-077-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-077-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-077-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-077-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-077-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-077-019-24 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-077-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-077-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-077-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-077-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-077-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-077-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-077-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-077-019-32 | seller | security review remains seller-owned",
+      "2026-11-23 | EVT-077-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-28 | EVT-077-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Corporation",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "03_contacts",
+    "gong_evidence_id": "GE-077-03",
+    "hubspot_company_id": "8007710002",
+    "hubspot_deal_id": "8007720002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-03",
+    "salesforce_account_id": "001SB077000002",
+    "salesforce_opportunity_id": "006SB077000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/020_sbp-077-04_03_contacts.csv b/task_files/sb100-077-pine-competitive-plan/03_contacts/020_sbp-077-04_03_contacts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..b9a79e6e830b2025b6b1a7b53795214b943d9d47
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/020_sbp-077-04_03_contacts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-04"""
+record_control,account_name,"""Dovetail Group"""
+record_control,salesforce_account_id,"""001SB077000003"""
+record_control,salesforce_opportunity_id,"""006SB077000003"""
+record_control,hubspot_company_id,"""8007710003"""
+record_control,hubspot_deal_id,"""8007720003"""
+record_control,gong_evidence_id,"""GE-077-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""03_contacts"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Dovetail Group"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,2337702
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-06"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-17 | EVT-077-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-22 | EVT-077-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-27 | EVT-077-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-02 | EVT-077-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-07 | EVT-077-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-12 | EVT-077-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-17 | EVT-077-020-7 | buyer | security review remains seller-owned"", ""2026-07-22 | EVT-077-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-27 | EVT-077-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-01 | EVT-077-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-06 | EVT-077-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-11 | EVT-077-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-16 | EVT-077-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-21 | EVT-077-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-26 | EVT-077-020-15 | buyer | security review remains seller-owned"", ""2026-08-31 | EVT-077-020-16 | seller | champion requested a revised mutual action plan"", ""2026-09-05 | EVT-077-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-10 | EVT-077-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-15 | EVT-077-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-20 | EVT-077-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-25 | EVT-077-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-30 | EVT-077-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-05 | EVT-077-020-23 | buyer | security review remains seller-owned"", ""2026-10-10 | EVT-077-020-24 | seller | champion requested a revised mutual action plan"", ""2026-10-15 | EVT-077-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-20 | EVT-077-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-25 | EVT-077-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-30 | EVT-077-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-04 | EVT-077-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-09 | EVT-077-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-14 | EVT-077-020-31 | buyer | security review remains seller-owned"", ""2026-11-19 | EVT-077-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-24 | EVT-077-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-29 | EVT-077-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000003"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Technical Evaluator"""
+decision,reason,"""SBP-077-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/021_sbp-077-05_03_contacts.eml b/task_files/sb100-077-pine-competitive-plan/03_contacts/021_sbp-077-05_03_contacts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..5ba4e383b75e101a2da84784bc09e9d131c4f2d0
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/021_sbp-077-05_03_contacts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-05 / 03_contacts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-05",
+    "account_name": "Evergreen Holdings",
+    "salesforce_account_id": "001SB077000004",
+    "salesforce_opportunity_id": "006SB077000004",
+    "hubspot_company_id": "8007710004",
+    "hubspot_deal_id": "8007720004",
+    "gong_evidence_id": "GE-077-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_contacts",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Evergreen Holdings",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2474815,
+    "stage": "Negotiation",
+    "close_date": "2026-12-13",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-077-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-077-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-077-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-077-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-077-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-077-021-6 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-077-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-077-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-077-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-077-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-077-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-077-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-077-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-077-021-14 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-077-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-077-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-077-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-077-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-077-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-077-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-077-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-077-021-22 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-077-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-077-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-077-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-077-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-077-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-077-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-077-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-077-021-30 | seller | security review remains seller-owned",
+      "2026-11-15 | EVT-077-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-20 | EVT-077-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-25 | EVT-077-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-30 | EVT-077-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730004",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/022_sbp-077-06_03_contacts.xml b/task_files/sb100-077-pine-competitive-plan/03_contacts/022_sbp-077-06_03_contacts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..a3771a33da13e1bc75c300b137fdd8228232ff78
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/022_sbp-077-06_03_contacts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-06",
+  "account_name": "Foxglove Systems",
+  "salesforce_account_id": "001SB077000005",
+  "salesforce_opportunity_id": "006SB077000005",
+  "hubspot_company_id": "8007710005",
+  "hubspot_deal_id": "8007720005",
+  "gong_evidence_id": "GE-077-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "03_contacts",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Foxglove Systems",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 2611928,
+  "stage": "Discovery",
+  "close_date": "2026-09-03",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-19 | EVT-077-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-24 | EVT-077-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-29 | EVT-077-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-04 | EVT-077-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-09 | EVT-077-022-5 | buyer | security review remains seller-owned",
+    "2026-07-14 | EVT-077-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-19 | EVT-077-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-24 | EVT-077-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-29 | EVT-077-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-03 | EVT-077-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-08 | EVT-077-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-13 | EVT-077-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-18 | EVT-077-022-13 | buyer | security review remains seller-owned",
+    "2026-08-23 | EVT-077-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-28 | EVT-077-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-09-02 | EVT-077-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-07 | EVT-077-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-12 | EVT-077-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-17 | EVT-077-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-22 | EVT-077-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-27 | EVT-077-022-21 | buyer | security review remains seller-owned",
+    "2026-10-02 | EVT-077-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-07 | EVT-077-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-12 | EVT-077-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-17 | EVT-077-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-22 | EVT-077-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-27 | EVT-077-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-11-01 | EVT-077-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-06 | EVT-077-022-29 | buyer | security review remains seller-owned",
+    "2026-11-11 | EVT-077-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-16 | EVT-077-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-21 | EVT-077-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-26 | EVT-077-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-12-01 | EVT-077-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000005",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Economic Buyer",
+  "reason": "SBP-077-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/023_sbp-077-07_03_contacts.html b/task_files/sb100-077-pine-competitive-plan/03_contacts/023_sbp-077-07_03_contacts.html
new file mode 100644
index 0000000000000000000000000000000000000000..09f93ca6e09f356b559d3e9f3c782bd2f5c0005b
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/023_sbp-077-07_03_contacts.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Partners&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;03_contacts&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Partners&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 2749041,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-10&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-01 | EVT-077-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-06 | EVT-077-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-11 | EVT-077-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-16 | EVT-077-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-21 | EVT-077-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-26 | EVT-077-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-05-31 | EVT-077-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-05 | EVT-077-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-10 | EVT-077-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-15 | EVT-077-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-20 | EVT-077-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-25 | EVT-077-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-30 | EVT-077-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-05 | EVT-077-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-10 | EVT-077-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-15 | EVT-077-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-20 | EVT-077-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-25 | EVT-077-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-30 | EVT-077-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-04 | EVT-077-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-09 | EVT-077-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-14 | EVT-077-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-19 | EVT-077-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-24 | EVT-077-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-29 | EVT-077-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-03 | EVT-077-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-08 | EVT-077-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-13 | EVT-077-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-18 | EVT-077-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-23 | EVT-077-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-28 | EVT-077-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-03 | EVT-077-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-08 | EVT-077-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-13 | EVT-077-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-077-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8007730006&quot;,
+    &quot;authorized_field&quot;: &quot;buying_role&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Champion&quot;,
+    &quot;reason&quot;: &quot;SBP-077-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/03_contacts/024_sbp-077-08_03_contacts.md b/task_files/sb100-077-pine-competitive-plan/03_contacts/024_sbp-077-08_03_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..70ba16bda479e9dcb77bf683316d90dcab25587b
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/03_contacts/024_sbp-077-08_03_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-08",
+    "account_name": "Harbor Networks",
+    "salesforce_account_id": "001SB077000007",
+    "salesforce_opportunity_id": "006SB077000007",
+    "hubspot_company_id": "8007710007",
+    "hubspot_deal_id": "8007720007",
+    "gong_evidence_id": "GE-077-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "03_contacts",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Harbor Networks",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2886154,
+    "stage": "Discovery",
+    "close_date": "2026-09-17",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-077-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-07 | EVT-077-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-12 | EVT-077-024-3 | buyer | security review remains seller-owned",
+      "2026-05-17 | EVT-077-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-077-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-077-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-077-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-077-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-077-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-077-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-077-024-11 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-077-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-077-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-077-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-077-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-077-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-077-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-077-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-077-024-19 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-077-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-077-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-077-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-077-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-077-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-077-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-077-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-077-024-27 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-077-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-077-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-077-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-077-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-077-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-077-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-077-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/025_sbp-077-09_04_gong_briefs.md b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/025_sbp-077-09_04_gong_briefs.md
new file mode 100644
index 0000000000000000000000000000000000000000..8a0baa57a246d79b7c1bf4d6d6088bfee0a7c760
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/025_sbp-077-09_04_gong_briefs.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-09",
+    "account_name": "Indigo Labs",
+    "salesforce_account_id": "001SB077000008",
+    "salesforce_opportunity_id": "006SB077000008",
+    "hubspot_company_id": "8007710008",
+    "hubspot_deal_id": "8007720008",
+    "gong_evidence_id": "GE-077-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_gong_briefs",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Indigo Labs",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3023267,
+    "stage": "Negotiation",
+    "close_date": "2026-09-24",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-077-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-08 | EVT-077-025-2 | seller | security review remains seller-owned",
+      "2026-05-13 | EVT-077-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-077-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-077-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-077-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-077-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-077-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-077-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-077-025-10 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-077-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-077-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-077-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-077-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-077-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-077-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-077-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-077-025-18 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-077-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-077-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-077-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-077-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-077-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-077-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-077-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-077-025-26 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-077-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-077-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-077-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-077-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-077-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-077-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-077-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-077-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/026_sbp-077-10_04_gong_briefs.txt b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/026_sbp-077-10_04_gong_briefs.txt
new file mode 100644
index 0000000000000000000000000000000000000000..c39e7e625dca5b01eb201b27c8c8f5915e08fc4f
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/026_sbp-077-10_04_gong_briefs.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-10",
+    "account_name": "Juniper Industries",
+    "salesforce_account_id": "001SB077000009",
+    "salesforce_opportunity_id": "006SB077000009",
+    "hubspot_company_id": "8007710009",
+    "hubspot_deal_id": "8007720009",
+    "gong_evidence_id": "GE-077-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_gong_briefs",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Juniper Industries",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3160380,
+    "stage": "Discovery",
+    "close_date": "2026-10-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-077-026-1 | buyer | security review remains seller-owned",
+      "2026-05-09 | EVT-077-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-14 | EVT-077-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-19 | EVT-077-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-077-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-077-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-077-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-077-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-077-026-9 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-077-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-077-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-077-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-077-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-077-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-077-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-077-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-077-026-17 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-077-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-077-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-077-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-077-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-077-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-077-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-077-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-077-026-25 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-077-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-077-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-077-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-077-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-077-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-077-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-077-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-077-026-33 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-077-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000009",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-077-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/027_sbp-077-11_04_gong_briefs.json b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/027_sbp-077-11_04_gong_briefs.json
new file mode 100644
index 0000000000000000000000000000000000000000..323f189a998d2dd504ad4a13b143ad79ea9bc1b5
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/027_sbp-077-11_04_gong_briefs.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3297493,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-10-08",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Collective",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "buying_role",
+    "authorized_record_id": "8007730010",
+    "authorized_system": "hubspot",
+    "current_value": "Unknown",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-077-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-11 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "required_value": "Procurement"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-05 | EVT-077-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-10 | EVT-077-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-15 | EVT-077-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-20 | EVT-077-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-25 | EVT-077-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-30 | EVT-077-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-077-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-077-027-8 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-077-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-077-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-077-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-077-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-077-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-077-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-077-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-077-027-16 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-077-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-077-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-077-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-077-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-077-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-077-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-077-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-077-027-24 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-077-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-077-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-077-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-077-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-077-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-077-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-077-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-077-027-32 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-077-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-077-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Collective",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "04_gong_briefs",
+    "gong_evidence_id": "GE-077-11",
+    "hubspot_company_id": "8007710010",
+    "hubspot_deal_id": "8007720010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-11",
+    "salesforce_account_id": "001SB077000010",
+    "salesforce_opportunity_id": "006SB077000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/028_sbp-077-12_04_gong_briefs.csv b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/028_sbp-077-12_04_gong_briefs.csv
new file mode 100644
index 0000000000000000000000000000000000000000..127c0486eb6e8c222c607d9ac6cf1a80b18cfa38
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/028_sbp-077-12_04_gong_briefs.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-12"""
+record_control,account_name,"""Lantern Works"""
+record_control,salesforce_account_id,"""001SB077000011"""
+record_control,salesforce_opportunity_id,"""006SB077000011"""
+record_control,hubspot_company_id,"""8007710011"""
+record_control,hubspot_deal_id,"""8007720011"""
+record_control,gong_evidence_id,"""GE-077-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""04_gong_briefs"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Lantern Works"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,3434606
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-15"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-06 | EVT-077-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-11 | EVT-077-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-16 | EVT-077-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-21 | EVT-077-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-26 | EVT-077-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-31 | EVT-077-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-05 | EVT-077-028-7 | buyer | security review remains seller-owned"", ""2026-06-10 | EVT-077-028-8 | seller | champion requested a revised mutual action plan"", ""2026-06-15 | EVT-077-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-077-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-077-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-077-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-077-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-077-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-077-028-15 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-077-028-16 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-077-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-077-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-077-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-077-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-077-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-077-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-077-028-23 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-077-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-077-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-077-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-077-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-077-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-077-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-077-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-077-028-31 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-077-028-32 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-077-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-077-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000011"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Economic Buyer"""
+decision,reason,"""SBP-077-12 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/029_sbp-077-13_04_gong_briefs.eml b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/029_sbp-077-13_04_gong_briefs.eml
new file mode 100644
index 0000000000000000000000000000000000000000..5efbdbcaa44b63d1ed62c634b1c2588f5870a0ee
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/029_sbp-077-13_04_gong_briefs.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-13 / 04_gong_briefs
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-13",
+    "account_name": "Meridian Technologies",
+    "salesforce_account_id": "001SB077000012",
+    "salesforce_opportunity_id": "006SB077000012",
+    "hubspot_company_id": "8007710012",
+    "hubspot_deal_id": "8007720012",
+    "gong_evidence_id": "GE-077-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_gong_briefs",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Meridian Technologies",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3571719,
+    "stage": "Negotiation",
+    "close_date": "2026-10-22",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-077-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-12 | EVT-077-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-17 | EVT-077-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-22 | EVT-077-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-27 | EVT-077-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-077-029-6 | seller | security review remains seller-owned",
+      "2026-06-06 | EVT-077-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-077-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-077-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-077-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-077-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-077-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-077-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-077-029-14 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-077-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-077-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-077-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-077-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-077-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-077-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-077-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-077-029-22 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-077-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-077-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-077-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-077-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-077-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-077-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-077-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-077-029-30 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-077-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-077-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-077-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-077-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; 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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/030_sbp-077-14_04_gong_briefs.xml b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/030_sbp-077-14_04_gong_briefs.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3f6b6d154883f0a829ac5bb738f697202ca1c661
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/030_sbp-077-14_04_gong_briefs.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-14",
+  "account_name": "Northstar Services",
+  "salesforce_account_id": "001SB077000013",
+  "salesforce_opportunity_id": "006SB077000013",
+  "hubspot_company_id": "8007710013",
+  "hubspot_deal_id": "8007720013",
+  "gong_evidence_id": "GE-077-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "04_gong_briefs",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Northstar Services",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 3708832,
+  "stage": "Discovery",
+  "close_date": "2026-10-29",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-08 | EVT-077-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-13 | EVT-077-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-18 | EVT-077-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-23 | EVT-077-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-28 | EVT-077-030-5 | buyer | security review remains seller-owned",
+    "2026-06-02 | EVT-077-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-07 | EVT-077-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-12 | EVT-077-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-17 | EVT-077-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-077-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-077-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-077-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-077-030-13 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-077-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-077-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-077-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-077-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-077-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-077-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-077-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-077-030-21 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-077-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-077-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-077-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-077-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-077-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-077-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-077-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-077-030-29 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-077-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-077-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-077-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-077-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-077-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000013",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Technical Evaluator",
+  "reason": "SBP-077-14 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/031_sbp-077-15_04_gong_briefs.html b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/031_sbp-077-15_04_gong_briefs.html
new file mode 100644
index 0000000000000000000000000000000000000000..93ae89e1349d5c4258a95590550e30ba39b3a50c
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/031_sbp-077-15_04_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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Ventures&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;04_gong_briefs&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Ventures&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 3845945,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-05&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, 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-077-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-14 | EVT-077-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-19 | EVT-077-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-24 | EVT-077-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-29 | EVT-077-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-03 | EVT-077-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-08 | EVT-077-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-13 | EVT-077-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-18 | EVT-077-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-077-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-077-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-077-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-077-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-077-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-077-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-077-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-077-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-077-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-077-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-077-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-077-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-077-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-077-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-077-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-077-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-077-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-077-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-077-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-077-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-077-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-077-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-077-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-077-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-077-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-077-15&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-077-15 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;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/032_sbp-077-16_04_gong_briefs.md b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/032_sbp-077-16_04_gong_briefs.md
new file mode 100644
index 0000000000000000000000000000000000000000..da52d2b7b3ed0ed7e3fbb1206a8fecc6f03d5a15
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/04_gong_briefs/032_sbp-077-16_04_gong_briefs.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-16",
+    "account_name": "Palisade Enterprises",
+    "salesforce_account_id": "001SB077000015",
+    "salesforce_opportunity_id": "006SB077000015",
+    "hubspot_company_id": "8007710015",
+    "hubspot_deal_id": "8007720015",
+    "gong_evidence_id": "GE-077-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "04_gong_briefs",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Palisade Enterprises",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3983058,
+    "stage": "Discovery",
+    "close_date": "2026-11-12",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-077-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-15 | EVT-077-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-20 | EVT-077-032-3 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-077-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-077-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-077-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-077-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-077-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-077-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-077-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-077-032-11 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-077-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-077-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-077-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-077-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-077-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-077-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-077-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-077-032-19 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-077-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-077-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-077-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-077-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-077-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-077-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-077-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-077-032-27 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-077-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-077-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-077-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-077-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-077-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-077-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-077-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/033_sbp-077-01_05_org_charts.md b/task_files/sb100-077-pine-competitive-plan/05_org_charts/033_sbp-077-01_05_org_charts.md
new file mode 100644
index 0000000000000000000000000000000000000000..c9dbb1a64a2abaedafcc5978dbedb28551c7e292
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/033_sbp-077-01_05_org_charts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-01",
+    "account_name": "Alder Cooperative",
+    "salesforce_account_id": "001SB077000000",
+    "salesforce_opportunity_id": "006SB077000000",
+    "hubspot_company_id": "8007710000",
+    "hubspot_deal_id": "8007720000",
+    "gong_evidence_id": "GE-077-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_org_charts",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Alder Cooperative",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 1926363,
+    "stage": "Negotiation",
+    "close_date": "2026-11-15",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-077-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-16 | EVT-077-033-2 | seller | security review remains seller-owned",
+      "2026-05-21 | EVT-077-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-077-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-077-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-077-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-077-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-077-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-077-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-077-033-10 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-077-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-077-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-077-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-077-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-077-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-077-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-077-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-077-033-18 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-077-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-077-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-077-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-077-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-077-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-077-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-077-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-077-033-26 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-077-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-077-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-077-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-077-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-077-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-077-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-077-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-077-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-077-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/034_sbp-077-02_05_org_charts.txt b/task_files/sb100-077-pine-competitive-plan/05_org_charts/034_sbp-077-02_05_org_charts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3ab073ad148b195a2c9cec4cc8d74c79c6d1ac59
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/034_sbp-077-02_05_org_charts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-02",
+    "account_name": "Beacon Platform",
+    "salesforce_account_id": "001SB077000001",
+    "salesforce_opportunity_id": "006SB077000001",
+    "hubspot_company_id": "8007710001",
+    "hubspot_deal_id": "8007720001",
+    "gong_evidence_id": "GE-077-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_org_charts",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Beacon Platform",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2063476,
+    "stage": "Discovery",
+    "close_date": "2026-11-22",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-077-034-1 | buyer | security review remains seller-owned",
+      "2026-05-17 | EVT-077-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-077-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-077-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-077-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-077-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-077-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-077-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-077-034-9 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-077-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-077-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-077-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-077-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-077-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-077-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-077-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-077-034-17 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-077-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-077-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-077-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-077-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-077-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-077-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-077-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-077-034-25 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-077-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-077-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-077-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-077-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-077-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-077-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-077-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-077-034-33 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-077-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/035_sbp-077-03_05_org_charts.json b/task_files/sb100-077-pine-competitive-plan/05_org_charts/035_sbp-077-03_05_org_charts.json
new file mode 100644
index 0000000000000000000000000000000000000000..b79dd86b56e96a36e6a38b3a41ca456d0707dc1b
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/035_sbp-077-03_05_org_charts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2200589,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-11-29",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Corporation",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-077-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-13 | EVT-077-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-077-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-077-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-077-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-077-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-077-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-077-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-077-035-8 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-077-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-077-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-077-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-077-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-077-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-077-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-077-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-077-035-16 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-077-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-077-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-077-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-077-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-077-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-077-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-077-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-077-035-24 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-077-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-077-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-077-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-077-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-077-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-077-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-077-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-077-035-32 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-077-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-077-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Corporation",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "05_org_charts",
+    "gong_evidence_id": "GE-077-03",
+    "hubspot_company_id": "8007710002",
+    "hubspot_deal_id": "8007720002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-03",
+    "salesforce_account_id": "001SB077000002",
+    "salesforce_opportunity_id": "006SB077000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/036_sbp-077-04_05_org_charts.csv b/task_files/sb100-077-pine-competitive-plan/05_org_charts/036_sbp-077-04_05_org_charts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..d030c29c33993449eea292a3a255a27acdbe075c
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/036_sbp-077-04_05_org_charts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-04"""
+record_control,account_name,"""Dovetail Group"""
+record_control,salesforce_account_id,"""001SB077000003"""
+record_control,salesforce_opportunity_id,"""006SB077000003"""
+record_control,hubspot_company_id,"""8007710003"""
+record_control,hubspot_deal_id,"""8007720003"""
+record_control,gong_evidence_id,"""GE-077-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""05_org_charts"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Dovetail Group"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,2337702
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-06"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-14 | EVT-077-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-19 | EVT-077-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-24 | EVT-077-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-29 | EVT-077-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-03 | EVT-077-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-08 | EVT-077-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-13 | EVT-077-036-7 | buyer | security review remains seller-owned"", ""2026-06-18 | EVT-077-036-8 | seller | champion requested a revised mutual action plan"", ""2026-06-23 | EVT-077-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-28 | EVT-077-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-03 | EVT-077-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-08 | EVT-077-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-13 | EVT-077-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-18 | EVT-077-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-23 | EVT-077-036-15 | buyer | security review remains seller-owned"", ""2026-07-28 | EVT-077-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-02 | EVT-077-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-07 | EVT-077-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-12 | EVT-077-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-17 | EVT-077-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-22 | EVT-077-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-27 | EVT-077-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-01 | EVT-077-036-23 | buyer | security review remains seller-owned"", ""2026-09-06 | EVT-077-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-11 | EVT-077-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-16 | EVT-077-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-21 | EVT-077-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-26 | EVT-077-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-01 | EVT-077-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-06 | EVT-077-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-11 | EVT-077-036-31 | buyer | security review remains seller-owned"", ""2026-10-16 | EVT-077-036-32 | seller | champion requested a revised mutual action plan"", ""2026-10-21 | EVT-077-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-26 | EVT-077-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000003"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Technical Evaluator"""
+decision,reason,"""SBP-077-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/037_sbp-077-05_05_org_charts.eml b/task_files/sb100-077-pine-competitive-plan/05_org_charts/037_sbp-077-05_05_org_charts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..1295302a2f3cb9e5e80440c724854bf118d8b553
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/037_sbp-077-05_05_org_charts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-05 / 05_org_charts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-05",
+    "account_name": "Evergreen Holdings",
+    "salesforce_account_id": "001SB077000004",
+    "salesforce_opportunity_id": "006SB077000004",
+    "hubspot_company_id": "8007710004",
+    "hubspot_deal_id": "8007720004",
+    "gong_evidence_id": "GE-077-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_org_charts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Evergreen Holdings",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2474815,
+    "stage": "Negotiation",
+    "close_date": "2026-12-13",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-077-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-20 | EVT-077-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-25 | EVT-077-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-30 | EVT-077-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-077-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-077-037-6 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-077-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-077-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-077-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-077-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-077-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-077-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-077-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-077-037-14 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-077-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-077-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-077-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-077-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-077-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-077-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-077-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-077-037-22 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-077-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-077-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-077-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-077-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-077-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-077-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-077-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-077-037-30 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-077-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-077-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-077-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-077-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730004",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/038_sbp-077-06_05_org_charts.xml b/task_files/sb100-077-pine-competitive-plan/05_org_charts/038_sbp-077-06_05_org_charts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..d3184823a330a158e966d9ecc96741a981195262
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/038_sbp-077-06_05_org_charts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-06",
+  "account_name": "Foxglove Systems",
+  "salesforce_account_id": "001SB077000005",
+  "salesforce_opportunity_id": "006SB077000005",
+  "hubspot_company_id": "8007710005",
+  "hubspot_deal_id": "8007720005",
+  "gong_evidence_id": "GE-077-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "05_org_charts",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Foxglove Systems",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 2611928,
+  "stage": "Discovery",
+  "close_date": "2026-09-03",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-16 | EVT-077-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-21 | EVT-077-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-26 | EVT-077-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-31 | EVT-077-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-05 | EVT-077-038-5 | buyer | security review remains seller-owned",
+    "2026-06-10 | EVT-077-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-15 | EVT-077-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-20 | EVT-077-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-25 | EVT-077-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-30 | EVT-077-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-05 | EVT-077-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-10 | EVT-077-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-15 | EVT-077-038-13 | buyer | security review remains seller-owned",
+    "2026-07-20 | EVT-077-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-25 | EVT-077-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-30 | EVT-077-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-04 | EVT-077-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-09 | EVT-077-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-14 | EVT-077-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-19 | EVT-077-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-24 | EVT-077-038-21 | buyer | security review remains seller-owned",
+    "2026-08-29 | EVT-077-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-03 | EVT-077-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-08 | EVT-077-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-13 | EVT-077-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-18 | EVT-077-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-23 | EVT-077-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-28 | EVT-077-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-03 | EVT-077-038-29 | buyer | security review remains seller-owned",
+    "2026-10-08 | EVT-077-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-13 | EVT-077-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-18 | EVT-077-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-23 | EVT-077-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-28 | EVT-077-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000005",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Economic Buyer",
+  "reason": "SBP-077-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/039_sbp-077-07_05_org_charts.html b/task_files/sb100-077-pine-competitive-plan/05_org_charts/039_sbp-077-07_05_org_charts.html
new file mode 100644
index 0000000000000000000000000000000000000000..4fadd243ce1abe8d205094e22b815d1bcad1b24e
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/039_sbp-077-07_05_org_charts.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Partners&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;05_org_charts&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Partners&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 2749041,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-10&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, 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-077-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-22 | EVT-077-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-27 | EVT-077-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-01 | EVT-077-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-06 | EVT-077-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-11 | EVT-077-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-16 | EVT-077-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-21 | EVT-077-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-26 | EVT-077-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-01 | EVT-077-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-06 | EVT-077-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-11 | EVT-077-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-16 | EVT-077-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-21 | EVT-077-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-26 | EVT-077-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-31 | EVT-077-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-05 | EVT-077-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-10 | EVT-077-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-15 | EVT-077-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-20 | EVT-077-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-25 | EVT-077-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-30 | EVT-077-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-04 | EVT-077-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-09 | EVT-077-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-14 | EVT-077-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-19 | EVT-077-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-24 | EVT-077-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-29 | EVT-077-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-04 | EVT-077-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-09 | EVT-077-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-14 | EVT-077-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-19 | EVT-077-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-24 | EVT-077-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-29 | EVT-077-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-077-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8007730006&quot;,
+    &quot;authorized_field&quot;: &quot;buying_role&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Champion&quot;,
+    &quot;reason&quot;: &quot;SBP-077-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/05_org_charts/040_sbp-077-08_05_org_charts.md b/task_files/sb100-077-pine-competitive-plan/05_org_charts/040_sbp-077-08_05_org_charts.md
new file mode 100644
index 0000000000000000000000000000000000000000..7fd8eaabb0cfea34c1fc53674c34eb70be39fa7a
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/05_org_charts/040_sbp-077-08_05_org_charts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-08",
+    "account_name": "Harbor Networks",
+    "salesforce_account_id": "001SB077000007",
+    "salesforce_opportunity_id": "006SB077000007",
+    "hubspot_company_id": "8007710007",
+    "hubspot_deal_id": "8007720007",
+    "gong_evidence_id": "GE-077-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "05_org_charts",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Harbor Networks",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2886154,
+    "stage": "Discovery",
+    "close_date": "2026-09-17",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-077-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-077-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-077-040-3 | buyer | security review remains seller-owned",
+      "2026-06-02 | EVT-077-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-077-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-077-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-077-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-077-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-077-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-077-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-077-040-11 | buyer | security review remains seller-owned",
+      "2026-07-12 | EVT-077-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-077-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-077-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-077-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-077-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-077-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-077-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-077-040-19 | buyer | security review remains seller-owned",
+      "2026-08-21 | EVT-077-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-077-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-077-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-077-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-077-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-077-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-077-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-077-040-27 | buyer | security review remains seller-owned",
+      "2026-09-30 | EVT-077-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-077-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-077-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-077-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-077-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-077-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-077-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/041_sbp-077-09_06_engagement.md b/task_files/sb100-077-pine-competitive-plan/06_engagement/041_sbp-077-09_06_engagement.md
new file mode 100644
index 0000000000000000000000000000000000000000..db97aa02f1a14ded4b2af75773a8eab87e6ff4a2
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/041_sbp-077-09_06_engagement.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-09",
+    "account_name": "Indigo Labs",
+    "salesforce_account_id": "001SB077000008",
+    "salesforce_opportunity_id": "006SB077000008",
+    "hubspot_company_id": "8007710008",
+    "hubspot_deal_id": "8007720008",
+    "gong_evidence_id": "GE-077-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_engagement",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Indigo Labs",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3023267,
+    "stage": "Negotiation",
+    "close_date": "2026-09-24",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-077-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-24 | EVT-077-041-2 | seller | security review remains seller-owned",
+      "2026-05-29 | EVT-077-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-077-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-077-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-077-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-077-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-077-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-077-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-077-041-10 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-077-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-077-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-077-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-077-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-077-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-077-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-077-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-077-041-18 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-077-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-077-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-077-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-077-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-077-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-077-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-077-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-077-041-26 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-077-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-077-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-077-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-077-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-077-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-077-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-077-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-077-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/042_sbp-077-10_06_engagement.txt b/task_files/sb100-077-pine-competitive-plan/06_engagement/042_sbp-077-10_06_engagement.txt
new file mode 100644
index 0000000000000000000000000000000000000000..8e25573f48b0d2fca9bd43aa09d1f5bcb5decf1d
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/042_sbp-077-10_06_engagement.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-10",
+    "account_name": "Juniper Industries",
+    "salesforce_account_id": "001SB077000009",
+    "salesforce_opportunity_id": "006SB077000009",
+    "hubspot_company_id": "8007710009",
+    "hubspot_deal_id": "8007720009",
+    "gong_evidence_id": "GE-077-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_engagement",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Juniper Industries",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3160380,
+    "stage": "Discovery",
+    "close_date": "2026-10-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-077-042-1 | buyer | security review remains seller-owned",
+      "2026-05-25 | EVT-077-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-077-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-077-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-077-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-077-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-077-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-077-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-077-042-9 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-077-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-077-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-077-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-077-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-077-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-077-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-077-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-077-042-17 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-077-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-077-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-077-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-077-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-077-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-077-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-077-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-077-042-25 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-077-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-077-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-077-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-077-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-077-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-077-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-077-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-077-042-33 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-077-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000009",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-077-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/043_sbp-077-11_06_engagement.json b/task_files/sb100-077-pine-competitive-plan/06_engagement/043_sbp-077-11_06_engagement.json
new file mode 100644
index 0000000000000000000000000000000000000000..930f5ce1f1287732c43118aa047437810c5c4c41
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/043_sbp-077-11_06_engagement.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3297493,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-10-08",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Collective",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "buying_role",
+    "authorized_record_id": "8007730010",
+    "authorized_system": "hubspot",
+    "current_value": "Unknown",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-077-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-11 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "required_value": "Procurement"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-21 | EVT-077-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-077-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-077-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-077-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-077-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-077-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-077-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-077-043-8 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-077-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-077-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-077-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-077-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-077-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-077-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-077-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-077-043-16 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-077-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-077-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-077-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-077-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-077-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-077-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-077-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-077-043-24 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-077-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-077-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-077-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-077-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-077-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-077-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-077-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-077-043-32 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-077-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-077-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Collective",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "06_engagement",
+    "gong_evidence_id": "GE-077-11",
+    "hubspot_company_id": "8007710010",
+    "hubspot_deal_id": "8007720010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-11",
+    "salesforce_account_id": "001SB077000010",
+    "salesforce_opportunity_id": "006SB077000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/044_sbp-077-12_06_engagement.csv b/task_files/sb100-077-pine-competitive-plan/06_engagement/044_sbp-077-12_06_engagement.csv
new file mode 100644
index 0000000000000000000000000000000000000000..93e32363016937f2a1d2f4da20bffd2216751ee3
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/044_sbp-077-12_06_engagement.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-12"""
+record_control,account_name,"""Lantern Works"""
+record_control,salesforce_account_id,"""001SB077000011"""
+record_control,salesforce_opportunity_id,"""006SB077000011"""
+record_control,hubspot_company_id,"""8007710011"""
+record_control,hubspot_deal_id,"""8007720011"""
+record_control,gong_evidence_id,"""GE-077-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""06_engagement"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Lantern Works"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,3434606
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-15"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-22 | EVT-077-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-27 | EVT-077-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-01 | EVT-077-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-06 | EVT-077-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-11 | EVT-077-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-16 | EVT-077-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-21 | EVT-077-044-7 | buyer | security review remains seller-owned"", ""2026-06-26 | EVT-077-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-01 | EVT-077-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-06 | EVT-077-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-11 | EVT-077-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-16 | EVT-077-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-21 | EVT-077-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-26 | EVT-077-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-31 | EVT-077-044-15 | buyer | security review remains seller-owned"", ""2026-08-05 | EVT-077-044-16 | seller | champion requested a revised mutual action plan"", ""2026-08-10 | EVT-077-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-15 | EVT-077-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-20 | EVT-077-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-25 | EVT-077-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-30 | EVT-077-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-04 | EVT-077-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-09 | EVT-077-044-23 | buyer | security review remains seller-owned"", ""2026-09-14 | EVT-077-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-19 | EVT-077-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-24 | EVT-077-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-29 | EVT-077-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-04 | EVT-077-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-09 | EVT-077-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-14 | EVT-077-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-19 | EVT-077-044-31 | buyer | security review remains seller-owned"", ""2026-10-24 | EVT-077-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-29 | EVT-077-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-03 | EVT-077-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000011"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Economic Buyer"""
+decision,reason,"""SBP-077-12 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/045_sbp-077-13_06_engagement.eml b/task_files/sb100-077-pine-competitive-plan/06_engagement/045_sbp-077-13_06_engagement.eml
new file mode 100644
index 0000000000000000000000000000000000000000..6854d76bdb21800c85ba722ea0edd07dd6e197cc
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/045_sbp-077-13_06_engagement.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-13 / 06_engagement
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-13",
+    "account_name": "Meridian Technologies",
+    "salesforce_account_id": "001SB077000012",
+    "salesforce_opportunity_id": "006SB077000012",
+    "hubspot_company_id": "8007710012",
+    "hubspot_deal_id": "8007720012",
+    "gong_evidence_id": "GE-077-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_engagement",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Meridian Technologies",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3571719,
+    "stage": "Negotiation",
+    "close_date": "2026-10-22",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-077-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-077-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-077-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-077-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-077-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-077-045-6 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-077-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-077-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-077-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-077-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-077-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-077-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-077-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-077-045-14 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-077-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-077-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-077-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-077-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-077-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-077-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-077-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-077-045-22 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-077-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-077-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-077-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-077-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-077-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-077-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-077-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-077-045-30 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-077-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-077-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-077-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-077-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; 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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/046_sbp-077-14_06_engagement.xml b/task_files/sb100-077-pine-competitive-plan/06_engagement/046_sbp-077-14_06_engagement.xml
new file mode 100644
index 0000000000000000000000000000000000000000..179db16a8c1969174f5f27547e29ef24132c1b44
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/046_sbp-077-14_06_engagement.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-14",
+  "account_name": "Northstar Services",
+  "salesforce_account_id": "001SB077000013",
+  "salesforce_opportunity_id": "006SB077000013",
+  "hubspot_company_id": "8007710013",
+  "hubspot_deal_id": "8007720013",
+  "gong_evidence_id": "GE-077-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "06_engagement",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Northstar Services",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 3708832,
+  "stage": "Discovery",
+  "close_date": "2026-10-29",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-24 | EVT-077-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-29 | EVT-077-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-03 | EVT-077-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-08 | EVT-077-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-13 | EVT-077-046-5 | buyer | security review remains seller-owned",
+    "2026-06-18 | EVT-077-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-23 | EVT-077-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-28 | EVT-077-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-03 | EVT-077-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-08 | EVT-077-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-13 | EVT-077-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-18 | EVT-077-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-23 | EVT-077-046-13 | buyer | security review remains seller-owned",
+    "2026-07-28 | EVT-077-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-02 | EVT-077-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-07 | EVT-077-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-12 | EVT-077-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-17 | EVT-077-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-22 | EVT-077-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-27 | EVT-077-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-01 | EVT-077-046-21 | buyer | security review remains seller-owned",
+    "2026-09-06 | EVT-077-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-11 | EVT-077-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-16 | EVT-077-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-21 | EVT-077-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-26 | EVT-077-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-01 | EVT-077-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-06 | EVT-077-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-11 | EVT-077-046-29 | buyer | security review remains seller-owned",
+    "2026-10-16 | EVT-077-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-21 | EVT-077-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-26 | EVT-077-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-31 | EVT-077-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-05 | EVT-077-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000013",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Technical Evaluator",
+  "reason": "SBP-077-14 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/047_sbp-077-15_06_engagement.html b/task_files/sb100-077-pine-competitive-plan/06_engagement/047_sbp-077-15_06_engagement.html
new file mode 100644
index 0000000000000000000000000000000000000000..c48b61cc0989cad5ae4d7841f5d9c623cc3ce266
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/047_sbp-077-15_06_engagement.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Ventures&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;06_engagement&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Ventures&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 3845945,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-05&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, 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-077-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-30 | EVT-077-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-04 | EVT-077-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-09 | EVT-077-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-14 | EVT-077-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-19 | EVT-077-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-24 | EVT-077-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-29 | EVT-077-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-04 | EVT-077-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-09 | EVT-077-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-14 | EVT-077-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-19 | EVT-077-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-24 | EVT-077-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-29 | EVT-077-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-03 | EVT-077-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-08 | EVT-077-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-13 | EVT-077-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-18 | EVT-077-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-23 | EVT-077-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-28 | EVT-077-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-02 | EVT-077-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-07 | EVT-077-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-12 | EVT-077-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-17 | EVT-077-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-22 | EVT-077-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-27 | EVT-077-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-02 | EVT-077-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-07 | EVT-077-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-12 | EVT-077-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-17 | EVT-077-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-22 | EVT-077-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-27 | EVT-077-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-01 | EVT-077-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-06 | EVT-077-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-077-15&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-077-15 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;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/06_engagement/048_sbp-077-16_06_engagement.md b/task_files/sb100-077-pine-competitive-plan/06_engagement/048_sbp-077-16_06_engagement.md
new file mode 100644
index 0000000000000000000000000000000000000000..8368d0813e700c3d2cd9d3a487f274053b937b30
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/06_engagement/048_sbp-077-16_06_engagement.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-16",
+    "account_name": "Palisade Enterprises",
+    "salesforce_account_id": "001SB077000015",
+    "salesforce_opportunity_id": "006SB077000015",
+    "hubspot_company_id": "8007710015",
+    "hubspot_deal_id": "8007720015",
+    "gong_evidence_id": "GE-077-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "06_engagement",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Palisade Enterprises",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3983058,
+    "stage": "Discovery",
+    "close_date": "2026-11-12",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-077-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-077-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-077-048-3 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-077-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-077-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-077-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-077-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-077-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-077-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-077-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-077-048-11 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-077-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-077-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-077-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-077-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-077-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-077-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-077-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-077-048-19 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-077-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-077-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-077-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-077-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-077-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-077-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-077-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-077-048-27 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-077-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-077-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-077-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-077-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-077-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-077-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-077-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/049_sbp-077-01_07_products.md b/task_files/sb100-077-pine-competitive-plan/07_products/049_sbp-077-01_07_products.md
new file mode 100644
index 0000000000000000000000000000000000000000..4665ca6eafbe2e002c359885b30bf0e388dac74f
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/049_sbp-077-01_07_products.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-01",
+    "account_name": "Alder Cooperative",
+    "salesforce_account_id": "001SB077000000",
+    "salesforce_opportunity_id": "006SB077000000",
+    "hubspot_company_id": "8007710000",
+    "hubspot_deal_id": "8007720000",
+    "gong_evidence_id": "GE-077-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_products",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Alder Cooperative",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 1926363,
+    "stage": "Negotiation",
+    "close_date": "2026-11-15",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-077-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-077-049-2 | seller | security review remains seller-owned",
+      "2026-06-06 | EVT-077-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-077-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-077-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-077-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-077-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-077-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-077-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-077-049-10 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-077-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-077-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-077-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-077-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-077-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-077-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-077-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-077-049-18 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-077-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-077-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-077-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-077-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-077-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-077-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-077-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-077-049-26 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-077-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-077-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-077-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-077-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-077-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-077-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-077-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-077-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-077-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/050_sbp-077-02_07_products.txt b/task_files/sb100-077-pine-competitive-plan/07_products/050_sbp-077-02_07_products.txt
new file mode 100644
index 0000000000000000000000000000000000000000..e07cdbfc51d2cb443caa254e2720ef710b3dbef8
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/050_sbp-077-02_07_products.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-02",
+    "account_name": "Beacon Platform",
+    "salesforce_account_id": "001SB077000001",
+    "salesforce_opportunity_id": "006SB077000001",
+    "hubspot_company_id": "8007710001",
+    "hubspot_deal_id": "8007720001",
+    "gong_evidence_id": "GE-077-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_products",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Beacon Platform",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2063476,
+    "stage": "Discovery",
+    "close_date": "2026-11-22",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-077-050-1 | buyer | security review remains seller-owned",
+      "2026-06-02 | EVT-077-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-077-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-077-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-077-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-077-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-077-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-077-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-077-050-9 | buyer | security review remains seller-owned",
+      "2026-07-12 | EVT-077-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-077-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-077-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-077-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-077-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-077-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-077-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-077-050-17 | buyer | security review remains seller-owned",
+      "2026-08-21 | EVT-077-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-077-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-077-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-077-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-077-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-077-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-077-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-077-050-25 | buyer | security review remains seller-owned",
+      "2026-09-30 | EVT-077-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-077-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-077-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-077-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-077-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-077-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-077-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-077-050-33 | buyer | security review remains seller-owned",
+      "2026-11-09 | EVT-077-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/051_sbp-077-03_07_products.json b/task_files/sb100-077-pine-competitive-plan/07_products/051_sbp-077-03_07_products.json
new file mode 100644
index 0000000000000000000000000000000000000000..c645c0f9c92b667e714cb4e04c551461457a25ba
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/051_sbp-077-03_07_products.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2200589,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-11-29",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Corporation",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-077-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-29 | EVT-077-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-077-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-077-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-077-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-077-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-077-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-077-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-077-051-8 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-077-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-077-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-077-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-077-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-077-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-077-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-077-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-077-051-16 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-077-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-077-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-077-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-077-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-077-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-077-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-077-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-077-051-24 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-077-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-077-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-077-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-077-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-077-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-077-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-077-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-077-051-32 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-077-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-077-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Corporation",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "07_products",
+    "gong_evidence_id": "GE-077-03",
+    "hubspot_company_id": "8007710002",
+    "hubspot_deal_id": "8007720002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-03",
+    "salesforce_account_id": "001SB077000002",
+    "salesforce_opportunity_id": "006SB077000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/052_sbp-077-04_07_products.csv b/task_files/sb100-077-pine-competitive-plan/07_products/052_sbp-077-04_07_products.csv
new file mode 100644
index 0000000000000000000000000000000000000000..733f7ed06d8812e61c1415ab050011b59ac8a1e4
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/052_sbp-077-04_07_products.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-04"""
+record_control,account_name,"""Dovetail Group"""
+record_control,salesforce_account_id,"""001SB077000003"""
+record_control,salesforce_opportunity_id,"""006SB077000003"""
+record_control,hubspot_company_id,"""8007710003"""
+record_control,hubspot_deal_id,"""8007720003"""
+record_control,gong_evidence_id,"""GE-077-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""07_products"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Dovetail Group"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,2337702
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-06"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-30 | EVT-077-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-04 | EVT-077-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-09 | EVT-077-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-14 | EVT-077-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-19 | EVT-077-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-24 | EVT-077-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-29 | EVT-077-052-7 | buyer | security review remains seller-owned"", ""2026-07-04 | EVT-077-052-8 | seller | champion requested a revised mutual action plan"", ""2026-07-09 | EVT-077-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-14 | EVT-077-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-19 | EVT-077-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-24 | EVT-077-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-29 | EVT-077-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-03 | EVT-077-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-08 | EVT-077-052-15 | buyer | security review remains seller-owned"", ""2026-08-13 | EVT-077-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-18 | EVT-077-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-23 | EVT-077-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-28 | EVT-077-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-02 | EVT-077-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-07 | EVT-077-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-12 | EVT-077-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-17 | EVT-077-052-23 | buyer | security review remains seller-owned"", ""2026-09-22 | EVT-077-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-27 | EVT-077-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-02 | EVT-077-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-07 | EVT-077-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-12 | EVT-077-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-17 | EVT-077-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-22 | EVT-077-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-27 | EVT-077-052-31 | buyer | security review remains seller-owned"", ""2026-11-01 | EVT-077-052-32 | seller | champion requested a revised mutual action plan"", ""2026-11-06 | EVT-077-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-11 | EVT-077-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000003"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Technical Evaluator"""
+decision,reason,"""SBP-077-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/053_sbp-077-05_07_products.eml b/task_files/sb100-077-pine-competitive-plan/07_products/053_sbp-077-05_07_products.eml
new file mode 100644
index 0000000000000000000000000000000000000000..50c1e9e014a5bc85d46c4b02f597f65e8687b363
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/053_sbp-077-05_07_products.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-05 / 07_products
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-05",
+    "account_name": "Evergreen Holdings",
+    "salesforce_account_id": "001SB077000004",
+    "salesforce_opportunity_id": "006SB077000004",
+    "hubspot_company_id": "8007710004",
+    "hubspot_deal_id": "8007720004",
+    "gong_evidence_id": "GE-077-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_products",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Evergreen Holdings",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2474815,
+    "stage": "Negotiation",
+    "close_date": "2026-12-13",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-077-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-077-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-077-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-077-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-077-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-077-053-6 | seller | security review remains seller-owned",
+      "2026-06-30 | EVT-077-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-077-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-077-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-077-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-077-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-077-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-077-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-077-053-14 | seller | security review remains seller-owned",
+      "2026-08-09 | EVT-077-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-077-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-077-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-077-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-077-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-077-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-077-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-077-053-22 | seller | security review remains seller-owned",
+      "2026-09-18 | EVT-077-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-077-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-077-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-077-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-077-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-077-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-077-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-077-053-30 | seller | security review remains seller-owned",
+      "2026-10-28 | EVT-077-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-077-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-07 | EVT-077-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-12 | EVT-077-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730004",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/054_sbp-077-06_07_products.xml b/task_files/sb100-077-pine-competitive-plan/07_products/054_sbp-077-06_07_products.xml
new file mode 100644
index 0000000000000000000000000000000000000000..7faa4ef3297f4ce0e408af5ea5cc05396ac56d72
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/054_sbp-077-06_07_products.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-06",
+  "account_name": "Foxglove Systems",
+  "salesforce_account_id": "001SB077000005",
+  "salesforce_opportunity_id": "006SB077000005",
+  "hubspot_company_id": "8007710005",
+  "hubspot_deal_id": "8007720005",
+  "gong_evidence_id": "GE-077-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "07_products",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Foxglove Systems",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 2611928,
+  "stage": "Discovery",
+  "close_date": "2026-09-03",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-01 | EVT-077-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-06 | EVT-077-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-11 | EVT-077-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-16 | EVT-077-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-21 | EVT-077-054-5 | buyer | security review remains seller-owned",
+    "2026-06-26 | EVT-077-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-01 | EVT-077-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-06 | EVT-077-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-11 | EVT-077-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-16 | EVT-077-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-21 | EVT-077-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-26 | EVT-077-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-31 | EVT-077-054-13 | buyer | security review remains seller-owned",
+    "2026-08-05 | EVT-077-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-10 | EVT-077-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-15 | EVT-077-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-20 | EVT-077-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-25 | EVT-077-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-30 | EVT-077-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-04 | EVT-077-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-09 | EVT-077-054-21 | buyer | security review remains seller-owned",
+    "2026-09-14 | EVT-077-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-19 | EVT-077-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-24 | EVT-077-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-29 | EVT-077-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-04 | EVT-077-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-09 | EVT-077-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-14 | EVT-077-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-19 | EVT-077-054-29 | buyer | security review remains seller-owned",
+    "2026-10-24 | EVT-077-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-29 | EVT-077-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-03 | EVT-077-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-08 | EVT-077-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-13 | EVT-077-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000005",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Economic Buyer",
+  "reason": "SBP-077-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/055_sbp-077-07_07_products.html b/task_files/sb100-077-pine-competitive-plan/07_products/055_sbp-077-07_07_products.html
new file mode 100644
index 0000000000000000000000000000000000000000..a7b8794b3469079bf85a5ac5ccaaa8f4b0eb5af4
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/055_sbp-077-07_07_products.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Partners&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;07_products&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Partners&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 2749041,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-10&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, 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-077-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-07 | EVT-077-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-12 | EVT-077-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-17 | EVT-077-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-22 | EVT-077-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-27 | EVT-077-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-02 | EVT-077-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-07 | EVT-077-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-12 | EVT-077-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-17 | EVT-077-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-22 | EVT-077-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-27 | EVT-077-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-01 | EVT-077-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-06 | EVT-077-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-11 | EVT-077-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-16 | EVT-077-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-21 | EVT-077-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-26 | EVT-077-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-31 | EVT-077-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-05 | EVT-077-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-10 | EVT-077-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-15 | EVT-077-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-20 | EVT-077-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-25 | EVT-077-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-30 | EVT-077-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-05 | EVT-077-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-10 | EVT-077-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-15 | EVT-077-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-20 | EVT-077-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-25 | EVT-077-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-30 | EVT-077-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-04 | EVT-077-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-09 | EVT-077-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-14 | EVT-077-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-077-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8007730006&quot;,
+    &quot;authorized_field&quot;: &quot;buying_role&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Champion&quot;,
+    &quot;reason&quot;: &quot;SBP-077-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/07_products/056_sbp-077-08_07_products.md b/task_files/sb100-077-pine-competitive-plan/07_products/056_sbp-077-08_07_products.md
new file mode 100644
index 0000000000000000000000000000000000000000..0e87f17a7222c48aadce983ea886d5c2b065714a
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/07_products/056_sbp-077-08_07_products.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-08",
+    "account_name": "Harbor Networks",
+    "salesforce_account_id": "001SB077000007",
+    "salesforce_opportunity_id": "006SB077000007",
+    "hubspot_company_id": "8007710007",
+    "hubspot_deal_id": "8007720007",
+    "gong_evidence_id": "GE-077-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "07_products",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Harbor Networks",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2886154,
+    "stage": "Discovery",
+    "close_date": "2026-09-17",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-077-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-077-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-077-056-3 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-077-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-077-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-077-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-077-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-077-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-077-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-077-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-077-056-11 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-077-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-077-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-077-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-077-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-077-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-077-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-077-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-077-056-19 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-077-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-077-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-077-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-077-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-077-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-077-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-077-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-077-056-27 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-077-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-077-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-077-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-077-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-077-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-077-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-077-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/057_sbp-077-09_08_competition.md b/task_files/sb100-077-pine-competitive-plan/08_competition/057_sbp-077-09_08_competition.md
new file mode 100644
index 0000000000000000000000000000000000000000..c3a54d8537f28ee231bd4ba011ecc25b42612a65
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/057_sbp-077-09_08_competition.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-09",
+    "account_name": "Indigo Labs",
+    "salesforce_account_id": "001SB077000008",
+    "salesforce_opportunity_id": "006SB077000008",
+    "hubspot_company_id": "8007710008",
+    "hubspot_deal_id": "8007720008",
+    "gong_evidence_id": "GE-077-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_competition",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Indigo Labs",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3023267,
+    "stage": "Negotiation",
+    "close_date": "2026-09-24",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-077-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-077-057-2 | seller | security review remains seller-owned",
+      "2026-06-14 | EVT-077-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-077-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-077-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-077-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-077-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-077-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-077-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-077-057-10 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-077-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-077-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-077-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-077-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-077-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-077-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-077-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-077-057-18 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-077-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-077-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-077-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-077-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-077-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-077-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-077-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-077-057-26 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-077-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-077-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-077-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-077-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-077-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-077-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-077-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-077-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/058_sbp-077-10_08_competition.txt b/task_files/sb100-077-pine-competitive-plan/08_competition/058_sbp-077-10_08_competition.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a4d81994610980d6aefae06aa981b63378899308
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/058_sbp-077-10_08_competition.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-10",
+    "account_name": "Juniper Industries",
+    "salesforce_account_id": "001SB077000009",
+    "salesforce_opportunity_id": "006SB077000009",
+    "hubspot_company_id": "8007710009",
+    "hubspot_deal_id": "8007720009",
+    "gong_evidence_id": "GE-077-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_competition",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Juniper Industries",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3160380,
+    "stage": "Discovery",
+    "close_date": "2026-10-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-077-058-1 | buyer | security review remains seller-owned",
+      "2026-06-10 | EVT-077-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-077-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-077-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-077-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-077-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-077-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-077-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-077-058-9 | buyer | security review remains seller-owned",
+      "2026-07-20 | EVT-077-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-077-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-077-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-077-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-077-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-077-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-077-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-077-058-17 | buyer | security review remains seller-owned",
+      "2026-08-29 | EVT-077-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-077-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-077-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-077-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-077-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-077-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-077-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-077-058-25 | buyer | security review remains seller-owned",
+      "2026-10-08 | EVT-077-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-077-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-077-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-077-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-077-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-077-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-077-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-077-058-33 | buyer | security review remains seller-owned",
+      "2026-11-17 | EVT-077-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000009",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-077-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/059_sbp-077-11_08_competition.json b/task_files/sb100-077-pine-competitive-plan/08_competition/059_sbp-077-11_08_competition.json
new file mode 100644
index 0000000000000000000000000000000000000000..eb4dad6be43ff97421ece29cada2def0615f58bf
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/059_sbp-077-11_08_competition.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3297493,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-10-08",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Collective",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "buying_role",
+    "authorized_record_id": "8007730010",
+    "authorized_system": "hubspot",
+    "current_value": "Unknown",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-077-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-11 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "required_value": "Procurement"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-06 | EVT-077-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-077-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-077-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-077-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-077-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-077-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-077-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-077-059-8 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-077-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-077-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-077-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-077-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-077-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-077-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-077-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-077-059-16 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-077-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-077-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-077-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-077-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-077-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-077-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-077-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-077-059-24 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-077-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-077-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-077-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-077-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-077-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-077-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-077-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-077-059-32 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-077-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-077-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Collective",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "08_competition",
+    "gong_evidence_id": "GE-077-11",
+    "hubspot_company_id": "8007710010",
+    "hubspot_deal_id": "8007720010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-11",
+    "salesforce_account_id": "001SB077000010",
+    "salesforce_opportunity_id": "006SB077000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/060_sbp-077-12_08_competition.csv b/task_files/sb100-077-pine-competitive-plan/08_competition/060_sbp-077-12_08_competition.csv
new file mode 100644
index 0000000000000000000000000000000000000000..20d20b696f6e30a8cef9211ace5de64339b523bd
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/060_sbp-077-12_08_competition.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-12"""
+record_control,account_name,"""Lantern Works"""
+record_control,salesforce_account_id,"""001SB077000011"""
+record_control,salesforce_opportunity_id,"""006SB077000011"""
+record_control,hubspot_company_id,"""8007710011"""
+record_control,hubspot_deal_id,"""8007720011"""
+record_control,gong_evidence_id,"""GE-077-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""08_competition"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Lantern Works"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,3434606
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-15"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-07 | EVT-077-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-12 | EVT-077-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-17 | EVT-077-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-22 | EVT-077-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-27 | EVT-077-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-02 | EVT-077-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-07 | EVT-077-060-7 | buyer | security review remains seller-owned"", ""2026-07-12 | EVT-077-060-8 | seller | champion requested a revised mutual action plan"", ""2026-07-17 | EVT-077-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-22 | EVT-077-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-27 | EVT-077-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-01 | EVT-077-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-06 | EVT-077-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-11 | EVT-077-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-16 | EVT-077-060-15 | buyer | security review remains seller-owned"", ""2026-08-21 | EVT-077-060-16 | seller | champion requested a revised mutual action plan"", ""2026-08-26 | EVT-077-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-31 | EVT-077-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-05 | EVT-077-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-10 | EVT-077-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-15 | EVT-077-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-20 | EVT-077-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-25 | EVT-077-060-23 | buyer | security review remains seller-owned"", ""2026-09-30 | EVT-077-060-24 | seller | champion requested a revised mutual action plan"", ""2026-10-05 | EVT-077-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-10 | EVT-077-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-15 | EVT-077-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-20 | EVT-077-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-25 | EVT-077-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-30 | EVT-077-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-04 | EVT-077-060-31 | buyer | security review remains seller-owned"", ""2026-11-09 | EVT-077-060-32 | seller | champion requested a revised mutual action plan"", ""2026-11-14 | EVT-077-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-19 | EVT-077-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000011"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Economic Buyer"""
+decision,reason,"""SBP-077-12 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/061_sbp-077-13_08_competition.eml b/task_files/sb100-077-pine-competitive-plan/08_competition/061_sbp-077-13_08_competition.eml
new file mode 100644
index 0000000000000000000000000000000000000000..79f217a4fb9fed11eddd1e3ab9aae667d47b0b93
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/061_sbp-077-13_08_competition.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-13 / 08_competition
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-13",
+    "account_name": "Meridian Technologies",
+    "salesforce_account_id": "001SB077000012",
+    "salesforce_opportunity_id": "006SB077000012",
+    "hubspot_company_id": "8007710012",
+    "hubspot_deal_id": "8007720012",
+    "gong_evidence_id": "GE-077-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_competition",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Meridian Technologies",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3571719,
+    "stage": "Negotiation",
+    "close_date": "2026-10-22",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-077-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-077-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-077-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-077-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-077-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-077-061-6 | seller | security review remains seller-owned",
+      "2026-07-08 | EVT-077-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-077-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-077-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-077-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-077-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-077-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-077-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-077-061-14 | seller | security review remains seller-owned",
+      "2026-08-17 | EVT-077-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-077-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-077-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-077-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-077-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-077-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-077-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-077-061-22 | seller | security review remains seller-owned",
+      "2026-09-26 | EVT-077-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-077-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-077-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-077-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-077-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-077-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-077-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-077-061-30 | seller | security review remains seller-owned",
+      "2026-11-05 | EVT-077-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-10 | EVT-077-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-15 | EVT-077-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-20 | EVT-077-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; 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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/062_sbp-077-14_08_competition.xml b/task_files/sb100-077-pine-competitive-plan/08_competition/062_sbp-077-14_08_competition.xml
new file mode 100644
index 0000000000000000000000000000000000000000..a2e75ac6ae20a71dfd91f181e2425a190b75e3d2
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/062_sbp-077-14_08_competition.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-14",
+  "account_name": "Northstar Services",
+  "salesforce_account_id": "001SB077000013",
+  "salesforce_opportunity_id": "006SB077000013",
+  "hubspot_company_id": "8007710013",
+  "hubspot_deal_id": "8007720013",
+  "gong_evidence_id": "GE-077-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "08_competition",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Northstar Services",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 3708832,
+  "stage": "Discovery",
+  "close_date": "2026-10-29",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-09 | EVT-077-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-14 | EVT-077-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-19 | EVT-077-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-24 | EVT-077-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-29 | EVT-077-062-5 | buyer | security review remains seller-owned",
+    "2026-07-04 | EVT-077-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-09 | EVT-077-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-14 | EVT-077-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-19 | EVT-077-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-24 | EVT-077-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-29 | EVT-077-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-03 | EVT-077-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-08 | EVT-077-062-13 | buyer | security review remains seller-owned",
+    "2026-08-13 | EVT-077-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-18 | EVT-077-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-23 | EVT-077-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-28 | EVT-077-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-02 | EVT-077-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-07 | EVT-077-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-12 | EVT-077-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-17 | EVT-077-062-21 | buyer | security review remains seller-owned",
+    "2026-09-22 | EVT-077-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-27 | EVT-077-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-02 | EVT-077-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-07 | EVT-077-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-12 | EVT-077-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-17 | EVT-077-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-22 | EVT-077-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-27 | EVT-077-062-29 | buyer | security review remains seller-owned",
+    "2026-11-01 | EVT-077-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-06 | EVT-077-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-11 | EVT-077-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-16 | EVT-077-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-21 | EVT-077-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000013",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Technical Evaluator",
+  "reason": "SBP-077-14 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/063_sbp-077-15_08_competition.html b/task_files/sb100-077-pine-competitive-plan/08_competition/063_sbp-077-15_08_competition.html
new file mode 100644
index 0000000000000000000000000000000000000000..ae3866e7c15d789bcf6524bb58683504d1edc1fa
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/063_sbp-077-15_08_competition.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Ventures&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;08_competition&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Ventures&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 3845945,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-05&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, 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-077-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-15 | EVT-077-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-20 | EVT-077-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-25 | EVT-077-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-30 | EVT-077-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-05 | EVT-077-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-10 | EVT-077-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-15 | EVT-077-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-20 | EVT-077-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-25 | EVT-077-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-30 | EVT-077-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-04 | EVT-077-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-09 | EVT-077-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-14 | EVT-077-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-19 | EVT-077-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-24 | EVT-077-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-29 | EVT-077-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-03 | EVT-077-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-08 | EVT-077-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-13 | EVT-077-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-18 | EVT-077-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-23 | EVT-077-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-28 | EVT-077-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-03 | EVT-077-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-08 | EVT-077-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-13 | EVT-077-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-18 | EVT-077-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-23 | EVT-077-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-28 | EVT-077-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-02 | EVT-077-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-07 | EVT-077-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-12 | EVT-077-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-17 | EVT-077-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-22 | EVT-077-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-077-15&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-077-15 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;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/08_competition/064_sbp-077-16_08_competition.md b/task_files/sb100-077-pine-competitive-plan/08_competition/064_sbp-077-16_08_competition.md
new file mode 100644
index 0000000000000000000000000000000000000000..c9a148f6db6e1814f5e959b2540749a30e24585f
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/08_competition/064_sbp-077-16_08_competition.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-16",
+    "account_name": "Palisade Enterprises",
+    "salesforce_account_id": "001SB077000015",
+    "salesforce_opportunity_id": "006SB077000015",
+    "hubspot_company_id": "8007710015",
+    "hubspot_deal_id": "8007720015",
+    "gong_evidence_id": "GE-077-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "08_competition",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Palisade Enterprises",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3983058,
+    "stage": "Discovery",
+    "close_date": "2026-11-12",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-077-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-077-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-077-064-3 | buyer | security review remains seller-owned",
+      "2026-06-26 | EVT-077-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-077-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-077-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-077-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-077-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-077-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-077-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-077-064-11 | buyer | security review remains seller-owned",
+      "2026-08-05 | EVT-077-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-077-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-077-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-077-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-077-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-077-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-077-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-077-064-19 | buyer | security review remains seller-owned",
+      "2026-09-14 | EVT-077-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-077-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-077-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-077-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-077-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-077-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-077-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-077-064-27 | buyer | security review remains seller-owned",
+      "2026-10-24 | EVT-077-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-077-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-077-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-077-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-13 | EVT-077-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-18 | EVT-077-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-23 | EVT-077-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/065_sbp-077-01_09_support.md b/task_files/sb100-077-pine-competitive-plan/09_support/065_sbp-077-01_09_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..5da4dee800c451c2b6b6afa8a0b1952b38a0f6fd
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/065_sbp-077-01_09_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-01",
+    "account_name": "Alder Cooperative",
+    "salesforce_account_id": "001SB077000000",
+    "salesforce_opportunity_id": "006SB077000000",
+    "hubspot_company_id": "8007710000",
+    "hubspot_deal_id": "8007720000",
+    "gong_evidence_id": "GE-077-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_support",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Alder Cooperative",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 1926363,
+    "stage": "Negotiation",
+    "close_date": "2026-11-15",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-077-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-077-065-2 | seller | security review remains seller-owned",
+      "2026-06-22 | EVT-077-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-077-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-077-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-077-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-077-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-077-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-077-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-077-065-10 | seller | security review remains seller-owned",
+      "2026-08-01 | EVT-077-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-077-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-077-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-077-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-077-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-077-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-077-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-077-065-18 | seller | security review remains seller-owned",
+      "2026-09-10 | EVT-077-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-077-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-077-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-077-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-077-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-077-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-077-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-077-065-26 | seller | security review remains seller-owned",
+      "2026-10-20 | EVT-077-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-077-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-077-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-077-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-077-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-077-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-077-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-24 | EVT-077-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-077-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/066_sbp-077-02_09_support.txt b/task_files/sb100-077-pine-competitive-plan/09_support/066_sbp-077-02_09_support.txt
new file mode 100644
index 0000000000000000000000000000000000000000..faec125c0f9dac5007a5275527224066591f1a98
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/066_sbp-077-02_09_support.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-02",
+    "account_name": "Beacon Platform",
+    "salesforce_account_id": "001SB077000001",
+    "salesforce_opportunity_id": "006SB077000001",
+    "hubspot_company_id": "8007710001",
+    "hubspot_deal_id": "8007720001",
+    "gong_evidence_id": "GE-077-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_support",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Beacon Platform",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2063476,
+    "stage": "Discovery",
+    "close_date": "2026-11-22",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-077-066-1 | buyer | security review remains seller-owned",
+      "2026-06-18 | EVT-077-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-077-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-077-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-077-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-077-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-077-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-077-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-077-066-9 | buyer | security review remains seller-owned",
+      "2026-07-28 | EVT-077-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-077-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-077-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-077-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-077-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-077-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-077-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-077-066-17 | buyer | security review remains seller-owned",
+      "2026-09-06 | EVT-077-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-077-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-077-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-077-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-077-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-077-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-077-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-077-066-25 | buyer | security review remains seller-owned",
+      "2026-10-16 | EVT-077-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-077-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-077-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-077-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-077-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-077-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-077-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-077-066-33 | buyer | security review remains seller-owned",
+      "2026-11-25 | EVT-077-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/067_sbp-077-03_09_support.json b/task_files/sb100-077-pine-competitive-plan/09_support/067_sbp-077-03_09_support.json
new file mode 100644
index 0000000000000000000000000000000000000000..c56e92f6cfb80585549a4092867f2821ca24ad70
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/067_sbp-077-03_09_support.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2200589,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-11-29",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Corporation",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-077-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-14 | EVT-077-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-077-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-077-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-077-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-077-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-077-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-077-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-077-067-8 | seller | security review remains seller-owned",
+      "2026-07-24 | EVT-077-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-077-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-077-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-077-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-077-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-077-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-077-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-077-067-16 | seller | security review remains seller-owned",
+      "2026-09-02 | EVT-077-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-077-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-077-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-077-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-077-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-077-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-077-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-077-067-24 | seller | security review remains seller-owned",
+      "2026-10-12 | EVT-077-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-077-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-077-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-077-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-077-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-077-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-077-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-077-067-32 | seller | security review remains seller-owned",
+      "2026-11-21 | EVT-077-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-26 | EVT-077-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Corporation",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "09_support",
+    "gong_evidence_id": "GE-077-03",
+    "hubspot_company_id": "8007710002",
+    "hubspot_deal_id": "8007720002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-03",
+    "salesforce_account_id": "001SB077000002",
+    "salesforce_opportunity_id": "006SB077000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/068_sbp-077-04_09_support.csv b/task_files/sb100-077-pine-competitive-plan/09_support/068_sbp-077-04_09_support.csv
new file mode 100644
index 0000000000000000000000000000000000000000..267b5969823c8e6e9acda7c592ad85106b440f97
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/068_sbp-077-04_09_support.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-04"""
+record_control,account_name,"""Dovetail Group"""
+record_control,salesforce_account_id,"""001SB077000003"""
+record_control,salesforce_opportunity_id,"""006SB077000003"""
+record_control,hubspot_company_id,"""8007710003"""
+record_control,hubspot_deal_id,"""8007720003"""
+record_control,gong_evidence_id,"""GE-077-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""09_support"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Dovetail Group"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,2337702
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-06"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-15 | EVT-077-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-20 | EVT-077-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-25 | EVT-077-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-30 | EVT-077-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-05 | EVT-077-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-10 | EVT-077-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-15 | EVT-077-068-7 | buyer | security review remains seller-owned"", ""2026-07-20 | EVT-077-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-25 | EVT-077-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-30 | EVT-077-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-04 | EVT-077-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-09 | EVT-077-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-14 | EVT-077-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-19 | EVT-077-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-24 | EVT-077-068-15 | buyer | security review remains seller-owned"", ""2026-08-29 | EVT-077-068-16 | seller | champion requested a revised mutual action plan"", ""2026-09-03 | EVT-077-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-08 | EVT-077-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-13 | EVT-077-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-18 | EVT-077-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-23 | EVT-077-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-28 | EVT-077-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-03 | EVT-077-068-23 | buyer | security review remains seller-owned"", ""2026-10-08 | EVT-077-068-24 | seller | champion requested a revised mutual action plan"", ""2026-10-13 | EVT-077-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-18 | EVT-077-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-23 | EVT-077-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-28 | EVT-077-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-02 | EVT-077-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-07 | EVT-077-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-12 | EVT-077-068-31 | buyer | security review remains seller-owned"", ""2026-11-17 | EVT-077-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-22 | EVT-077-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-27 | EVT-077-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000003"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Technical Evaluator"""
+decision,reason,"""SBP-077-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/069_sbp-077-05_09_support.eml b/task_files/sb100-077-pine-competitive-plan/09_support/069_sbp-077-05_09_support.eml
new file mode 100644
index 0000000000000000000000000000000000000000..5baf9ef0ba3ffb6ab31d760edb84b5b13a36837d
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/069_sbp-077-05_09_support.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-05 / 09_support
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-05",
+    "account_name": "Evergreen Holdings",
+    "salesforce_account_id": "001SB077000004",
+    "salesforce_opportunity_id": "006SB077000004",
+    "hubspot_company_id": "8007710004",
+    "hubspot_deal_id": "8007720004",
+    "gong_evidence_id": "GE-077-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_support",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Evergreen Holdings",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2474815,
+    "stage": "Negotiation",
+    "close_date": "2026-12-13",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-077-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-077-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-077-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-077-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-077-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-077-069-6 | seller | security review remains seller-owned",
+      "2026-07-16 | EVT-077-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-077-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-077-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-077-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-077-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-077-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-077-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-077-069-14 | seller | security review remains seller-owned",
+      "2026-08-25 | EVT-077-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-077-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-077-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-077-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-077-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-077-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-077-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-077-069-22 | seller | security review remains seller-owned",
+      "2026-10-04 | EVT-077-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-077-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-077-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-077-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-077-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-077-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-077-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-077-069-30 | seller | security review remains seller-owned",
+      "2026-11-13 | EVT-077-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-18 | EVT-077-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-23 | EVT-077-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-28 | EVT-077-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730004",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/070_sbp-077-06_09_support.xml b/task_files/sb100-077-pine-competitive-plan/09_support/070_sbp-077-06_09_support.xml
new file mode 100644
index 0000000000000000000000000000000000000000..67135f1f89643fb277940c8eeadef6a9c2c6889c
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/070_sbp-077-06_09_support.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-06",
+  "account_name": "Foxglove Systems",
+  "salesforce_account_id": "001SB077000005",
+  "salesforce_opportunity_id": "006SB077000005",
+  "hubspot_company_id": "8007710005",
+  "hubspot_deal_id": "8007720005",
+  "gong_evidence_id": "GE-077-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "09_support",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Foxglove Systems",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 2611928,
+  "stage": "Discovery",
+  "close_date": "2026-09-03",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-17 | EVT-077-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-22 | EVT-077-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-27 | EVT-077-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-02 | EVT-077-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-07 | EVT-077-070-5 | buyer | security review remains seller-owned",
+    "2026-07-12 | EVT-077-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-17 | EVT-077-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-22 | EVT-077-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-27 | EVT-077-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-01 | EVT-077-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-06 | EVT-077-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-11 | EVT-077-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-16 | EVT-077-070-13 | buyer | security review remains seller-owned",
+    "2026-08-21 | EVT-077-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-26 | EVT-077-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-31 | EVT-077-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-05 | EVT-077-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-10 | EVT-077-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-15 | EVT-077-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-20 | EVT-077-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-25 | EVT-077-070-21 | buyer | security review remains seller-owned",
+    "2026-09-30 | EVT-077-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-05 | EVT-077-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-10 | EVT-077-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-15 | EVT-077-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-20 | EVT-077-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-25 | EVT-077-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-30 | EVT-077-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-04 | EVT-077-070-29 | buyer | security review remains seller-owned",
+    "2026-11-09 | EVT-077-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-14 | EVT-077-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-19 | EVT-077-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-24 | EVT-077-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-29 | EVT-077-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000005",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Economic Buyer",
+  "reason": "SBP-077-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/071_sbp-077-07_09_support.html b/task_files/sb100-077-pine-competitive-plan/09_support/071_sbp-077-07_09_support.html
new file mode 100644
index 0000000000000000000000000000000000000000..5e72fe8a1656a3caf84ee7a3ebe73750cd37f115
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/071_sbp-077-07_09_support.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Partners&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;09_support&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Partners&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 2749041,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-10&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, 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-077-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-23 | EVT-077-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-28 | EVT-077-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-03 | EVT-077-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-08 | EVT-077-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-13 | EVT-077-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-18 | EVT-077-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-23 | EVT-077-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-28 | EVT-077-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-02 | EVT-077-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-07 | EVT-077-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-12 | EVT-077-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-17 | EVT-077-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-22 | EVT-077-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-27 | EVT-077-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-01 | EVT-077-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-06 | EVT-077-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-11 | EVT-077-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-16 | EVT-077-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-21 | EVT-077-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-26 | EVT-077-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-01 | EVT-077-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-06 | EVT-077-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-11 | EVT-077-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-16 | EVT-077-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-21 | EVT-077-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-26 | EVT-077-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-31 | EVT-077-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-05 | EVT-077-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-10 | EVT-077-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-15 | EVT-077-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-20 | EVT-077-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-25 | EVT-077-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-30 | EVT-077-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-077-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8007730006&quot;,
+    &quot;authorized_field&quot;: &quot;buying_role&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Champion&quot;,
+    &quot;reason&quot;: &quot;SBP-077-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/09_support/072_sbp-077-08_09_support.md b/task_files/sb100-077-pine-competitive-plan/09_support/072_sbp-077-08_09_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..30152ffea5f386d34b67062109a1c7bbad9fffe5
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/09_support/072_sbp-077-08_09_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-08",
+    "account_name": "Harbor Networks",
+    "salesforce_account_id": "001SB077000007",
+    "salesforce_opportunity_id": "006SB077000007",
+    "hubspot_company_id": "8007710007",
+    "hubspot_deal_id": "8007720007",
+    "gong_evidence_id": "GE-077-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "09_support",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Harbor Networks",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2886154,
+    "stage": "Discovery",
+    "close_date": "2026-09-17",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-077-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-077-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-077-072-3 | buyer | security review remains seller-owned",
+      "2026-07-04 | EVT-077-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-077-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-077-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-077-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-077-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-077-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-077-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-077-072-11 | buyer | security review remains seller-owned",
+      "2026-08-13 | EVT-077-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-077-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-077-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-077-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-077-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-077-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-077-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-077-072-19 | buyer | security review remains seller-owned",
+      "2026-09-22 | EVT-077-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-077-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-077-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-077-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-077-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-077-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-077-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-077-072-27 | buyer | security review remains seller-owned",
+      "2026-11-01 | EVT-077-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-077-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-11 | EVT-077-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-16 | EVT-077-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-21 | EVT-077-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-26 | EVT-077-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-12-01 | EVT-077-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/073_sbp-077-09_10_white_space.md b/task_files/sb100-077-pine-competitive-plan/10_white_space/073_sbp-077-09_10_white_space.md
new file mode 100644
index 0000000000000000000000000000000000000000..a002c993b557f8b910b82f2539e8a0908f26a286
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/073_sbp-077-09_10_white_space.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-09",
+    "account_name": "Indigo Labs",
+    "salesforce_account_id": "001SB077000008",
+    "salesforce_opportunity_id": "006SB077000008",
+    "hubspot_company_id": "8007710008",
+    "hubspot_deal_id": "8007720008",
+    "gong_evidence_id": "GE-077-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_white_space",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Indigo Labs",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3023267,
+    "stage": "Negotiation",
+    "close_date": "2026-09-24",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-077-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-06 | EVT-077-073-2 | seller | security review remains seller-owned",
+      "2026-05-11 | EVT-077-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-077-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-077-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-077-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-077-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-077-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-077-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-077-073-10 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-077-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-077-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-077-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-077-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-077-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-077-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-077-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-077-073-18 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-077-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-077-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-077-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-077-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-077-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-077-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-077-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-077-073-26 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-077-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-077-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-077-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-077-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-077-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-077-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-077-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-077-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/074_sbp-077-10_10_white_space.txt b/task_files/sb100-077-pine-competitive-plan/10_white_space/074_sbp-077-10_10_white_space.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ecae8a5823093b22a8b5d23fd987f2e8d80ceca1
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/074_sbp-077-10_10_white_space.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-10",
+    "account_name": "Juniper Industries",
+    "salesforce_account_id": "001SB077000009",
+    "salesforce_opportunity_id": "006SB077000009",
+    "hubspot_company_id": "8007710009",
+    "hubspot_deal_id": "8007720009",
+    "gong_evidence_id": "GE-077-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_white_space",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Juniper Industries",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3160380,
+    "stage": "Discovery",
+    "close_date": "2026-10-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-077-074-1 | buyer | security review remains seller-owned",
+      "2026-05-07 | EVT-077-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-12 | EVT-077-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-17 | EVT-077-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-077-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-077-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-077-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-077-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-077-074-9 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-077-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-077-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-077-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-077-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-077-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-077-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-077-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-077-074-17 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-077-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-077-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-077-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-077-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-077-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-077-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-077-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-077-074-25 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-077-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-077-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-077-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-077-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-077-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-077-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-077-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-077-074-33 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-077-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000009",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-077-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/075_sbp-077-11_10_white_space.json b/task_files/sb100-077-pine-competitive-plan/10_white_space/075_sbp-077-11_10_white_space.json
new file mode 100644
index 0000000000000000000000000000000000000000..708a6789db279cd272d1babbb776a2588e5bb45d
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/075_sbp-077-11_10_white_space.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3297493,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-10-08",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Collective",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "buying_role",
+    "authorized_record_id": "8007730010",
+    "authorized_system": "hubspot",
+    "current_value": "Unknown",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-077-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-11 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "required_value": "Procurement"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-03 | EVT-077-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-08 | EVT-077-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-13 | EVT-077-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-18 | EVT-077-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-23 | EVT-077-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-077-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-077-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-077-075-8 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-077-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-077-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-077-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-077-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-077-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-077-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-077-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-077-075-16 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-077-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-077-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-077-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-077-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-077-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-077-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-077-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-077-075-24 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-077-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-077-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-077-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-077-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-077-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-077-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-077-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-077-075-32 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-077-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-077-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Collective",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "10_white_space",
+    "gong_evidence_id": "GE-077-11",
+    "hubspot_company_id": "8007710010",
+    "hubspot_deal_id": "8007720010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-11",
+    "salesforce_account_id": "001SB077000010",
+    "salesforce_opportunity_id": "006SB077000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/076_sbp-077-12_10_white_space.csv b/task_files/sb100-077-pine-competitive-plan/10_white_space/076_sbp-077-12_10_white_space.csv
new file mode 100644
index 0000000000000000000000000000000000000000..fedf99343366f2170f6028bbf76bbdff875a8240
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/076_sbp-077-12_10_white_space.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-12"""
+record_control,account_name,"""Lantern Works"""
+record_control,salesforce_account_id,"""001SB077000011"""
+record_control,salesforce_opportunity_id,"""006SB077000011"""
+record_control,hubspot_company_id,"""8007710011"""
+record_control,hubspot_deal_id,"""8007720011"""
+record_control,gong_evidence_id,"""GE-077-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""10_white_space"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Lantern Works"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,3434606
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-15"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-04 | EVT-077-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-09 | EVT-077-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-14 | EVT-077-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-19 | EVT-077-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-24 | EVT-077-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-29 | EVT-077-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-03 | EVT-077-076-7 | buyer | security review remains seller-owned"", ""2026-06-08 | EVT-077-076-8 | seller | champion requested a revised mutual action plan"", ""2026-06-13 | EVT-077-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-077-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-077-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-077-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-077-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-077-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-077-076-15 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-077-076-16 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-077-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-077-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-077-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-077-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-077-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-077-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-077-076-23 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-077-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-077-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-077-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-077-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-077-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-077-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-077-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-077-076-31 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-077-076-32 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-077-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-077-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000011"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Economic Buyer"""
+decision,reason,"""SBP-077-12 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/077_sbp-077-13_10_white_space.eml b/task_files/sb100-077-pine-competitive-plan/10_white_space/077_sbp-077-13_10_white_space.eml
new file mode 100644
index 0000000000000000000000000000000000000000..ba26aeec6370cb5778022a12be57a220b2e3f0a3
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/077_sbp-077-13_10_white_space.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-13 / 10_white_space
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-13",
+    "account_name": "Meridian Technologies",
+    "salesforce_account_id": "001SB077000012",
+    "salesforce_opportunity_id": "006SB077000012",
+    "hubspot_company_id": "8007710012",
+    "hubspot_deal_id": "8007720012",
+    "gong_evidence_id": "GE-077-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_white_space",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Meridian Technologies",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3571719,
+    "stage": "Negotiation",
+    "close_date": "2026-10-22",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-077-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-10 | EVT-077-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-15 | EVT-077-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-20 | EVT-077-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-25 | EVT-077-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-077-077-6 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-077-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-077-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-077-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-077-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-077-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-077-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-077-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-077-077-14 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-077-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-077-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-077-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-077-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-077-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-077-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-077-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-077-077-22 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-077-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-077-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-077-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-077-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-077-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-077-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-077-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-077-077-30 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-077-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-077-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-077-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-077-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; 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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/078_sbp-077-14_10_white_space.xml b/task_files/sb100-077-pine-competitive-plan/10_white_space/078_sbp-077-14_10_white_space.xml
new file mode 100644
index 0000000000000000000000000000000000000000..865b401701e9045e1667adbe1c785dd9083e6551
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/078_sbp-077-14_10_white_space.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-14",
+  "account_name": "Northstar Services",
+  "salesforce_account_id": "001SB077000013",
+  "salesforce_opportunity_id": "006SB077000013",
+  "hubspot_company_id": "8007710013",
+  "hubspot_deal_id": "8007720013",
+  "gong_evidence_id": "GE-077-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "10_white_space",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Northstar Services",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 3708832,
+  "stage": "Discovery",
+  "close_date": "2026-10-29",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-06 | EVT-077-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-11 | EVT-077-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-16 | EVT-077-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-21 | EVT-077-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-26 | EVT-077-078-5 | buyer | security review remains seller-owned",
+    "2026-05-31 | EVT-077-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-05 | EVT-077-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-10 | EVT-077-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-15 | EVT-077-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-077-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-077-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-077-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-077-078-13 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-077-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-077-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-077-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-077-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-077-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-077-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-077-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-077-078-21 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-077-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-077-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-077-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-077-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-077-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-077-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-077-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-077-078-29 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-077-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-077-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-077-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-077-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-077-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000013",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Technical Evaluator",
+  "reason": "SBP-077-14 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/079_sbp-077-15_10_white_space.html b/task_files/sb100-077-pine-competitive-plan/10_white_space/079_sbp-077-15_10_white_space.html
new file mode 100644
index 0000000000000000000000000000000000000000..d7998adb2ea6234e6ccd648d18b9d176135ae461
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/079_sbp-077-15_10_white_space.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Ventures&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;10_white_space&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Ventures&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 3845945,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-05&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-07 | EVT-077-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-12 | EVT-077-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-17 | EVT-077-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-22 | EVT-077-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-27 | EVT-077-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-01 | EVT-077-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-06 | EVT-077-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-11 | EVT-077-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-16 | EVT-077-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-077-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-077-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-077-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-077-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-077-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-077-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-077-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-077-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-077-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-077-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-077-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-077-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-077-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-077-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-077-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-077-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-077-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-077-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-077-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-077-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-077-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-077-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-077-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-077-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-077-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-077-15&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-077-15 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;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/10_white_space/080_sbp-077-16_10_white_space.md b/task_files/sb100-077-pine-competitive-plan/10_white_space/080_sbp-077-16_10_white_space.md
new file mode 100644
index 0000000000000000000000000000000000000000..f727831f5b4ed7f13bbc22d560515b8b4462ad7a
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/10_white_space/080_sbp-077-16_10_white_space.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-16",
+    "account_name": "Palisade Enterprises",
+    "salesforce_account_id": "001SB077000015",
+    "salesforce_opportunity_id": "006SB077000015",
+    "hubspot_company_id": "8007710015",
+    "hubspot_deal_id": "8007720015",
+    "gong_evidence_id": "GE-077-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "10_white_space",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Palisade Enterprises",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3983058,
+    "stage": "Discovery",
+    "close_date": "2026-11-12",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-077-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-13 | EVT-077-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-18 | EVT-077-080-3 | buyer | security review remains seller-owned",
+      "2026-05-23 | EVT-077-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-077-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-077-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-077-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-077-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-077-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-077-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-077-080-11 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-077-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-077-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-077-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-077-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-077-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-077-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-077-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-077-080-19 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-077-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-077-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-077-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-077-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-077-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-077-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-077-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-077-080-27 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-077-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-077-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-077-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-077-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-077-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-077-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-077-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/081_sbp-077-01_11_account_plan_policy.md b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/081_sbp-077-01_11_account_plan_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..8589802db16b9b0a0557b4ac3fe2a8d492e997a9
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/081_sbp-077-01_11_account_plan_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-01",
+    "account_name": "Alder Cooperative",
+    "salesforce_account_id": "001SB077000000",
+    "salesforce_opportunity_id": "006SB077000000",
+    "hubspot_company_id": "8007710000",
+    "hubspot_deal_id": "8007720000",
+    "gong_evidence_id": "GE-077-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_account_plan_policy",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Alder Cooperative",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 1926363,
+    "stage": "Negotiation",
+    "close_date": "2026-11-15",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-077-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-14 | EVT-077-081-2 | seller | security review remains seller-owned",
+      "2026-05-19 | EVT-077-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-077-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-077-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-077-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-077-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-077-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-077-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-077-081-10 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-077-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-077-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-077-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-077-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-077-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-077-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-077-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-077-081-18 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-077-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-077-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-077-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-077-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-077-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-077-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-077-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-077-081-26 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-077-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-077-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-077-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-077-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-077-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-077-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-077-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-077-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-077-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/082_sbp-077-02_11_account_plan_policy.txt b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/082_sbp-077-02_11_account_plan_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..deefb20e46cd324ecc59522ba3d54ca07f0101ec
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/082_sbp-077-02_11_account_plan_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-02",
+    "account_name": "Beacon Platform",
+    "salesforce_account_id": "001SB077000001",
+    "salesforce_opportunity_id": "006SB077000001",
+    "hubspot_company_id": "8007710001",
+    "hubspot_deal_id": "8007720001",
+    "gong_evidence_id": "GE-077-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_account_plan_policy",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Beacon Platform",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2063476,
+    "stage": "Discovery",
+    "close_date": "2026-11-22",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-077-082-1 | buyer | security review remains seller-owned",
+      "2026-05-15 | EVT-077-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-077-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-077-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-077-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-077-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-077-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-077-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-077-082-9 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-077-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-077-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-077-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-077-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-077-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-077-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-077-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-077-082-17 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-077-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-077-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-077-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-077-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-077-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-077-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-077-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-077-082-25 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-077-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-077-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-077-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-077-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-077-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-077-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-077-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-077-082-33 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-077-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/083_sbp-077-03_11_account_plan_policy.json b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/083_sbp-077-03_11_account_plan_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..485eb45f2af3ac391e8753f071727daf73413a49
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/083_sbp-077-03_11_account_plan_policy.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2200589,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-11-29",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Cobalt Corporation",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "none",
+    "authorized_record_id": "none",
+    "authorized_system": "none",
+    "current_value": "unchanged",
+    "deadline": "2026-09-01",
+    "decision_code": "HOLD-077-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-03 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "required_value": "unchanged"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-11 | EVT-077-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-077-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-077-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-077-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-077-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-077-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-077-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-077-083-8 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-077-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-077-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-077-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-077-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-077-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-077-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-077-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-077-083-16 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-077-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-077-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-077-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-077-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-077-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-077-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-077-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-077-083-24 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-077-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-077-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-077-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-077-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-077-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-077-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-077-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-077-083-32 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-077-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-077-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Corporation",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "11_account_plan_policy",
+    "gong_evidence_id": "GE-077-03",
+    "hubspot_company_id": "8007710002",
+    "hubspot_deal_id": "8007720002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-03",
+    "salesforce_account_id": "001SB077000002",
+    "salesforce_opportunity_id": "006SB077000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/084_sbp-077-04_11_account_plan_policy.csv b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/084_sbp-077-04_11_account_plan_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..422abab9256af402a60030dfab5ad41cc96357ef
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/084_sbp-077-04_11_account_plan_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-04"""
+record_control,account_name,"""Dovetail Group"""
+record_control,salesforce_account_id,"""001SB077000003"""
+record_control,salesforce_opportunity_id,"""006SB077000003"""
+record_control,hubspot_company_id,"""8007710003"""
+record_control,hubspot_deal_id,"""8007720003"""
+record_control,gong_evidence_id,"""GE-077-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""11_account_plan_policy"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Dovetail Group"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,2337702
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-12-06"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-12 | EVT-077-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-17 | EVT-077-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-22 | EVT-077-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-27 | EVT-077-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-01 | EVT-077-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-06 | EVT-077-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-11 | EVT-077-084-7 | buyer | security review remains seller-owned"", ""2026-06-16 | EVT-077-084-8 | seller | champion requested a revised mutual action plan"", ""2026-06-21 | EVT-077-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-26 | EVT-077-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-01 | EVT-077-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-06 | EVT-077-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-11 | EVT-077-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-16 | EVT-077-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-21 | EVT-077-084-15 | buyer | security review remains seller-owned"", ""2026-07-26 | EVT-077-084-16 | seller | champion requested a revised mutual action plan"", ""2026-07-31 | EVT-077-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-05 | EVT-077-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-10 | EVT-077-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-15 | EVT-077-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-20 | EVT-077-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-25 | EVT-077-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-30 | EVT-077-084-23 | buyer | security review remains seller-owned"", ""2026-09-04 | EVT-077-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-09 | EVT-077-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-14 | EVT-077-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-19 | EVT-077-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-24 | EVT-077-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-29 | EVT-077-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-04 | EVT-077-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-09 | EVT-077-084-31 | buyer | security review remains seller-owned"", ""2026-10-14 | EVT-077-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-19 | EVT-077-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-24 | EVT-077-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000003"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Technical Evaluator"""
+decision,reason,"""SBP-077-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/085_sbp-077-05_11_account_plan_policy.eml b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/085_sbp-077-05_11_account_plan_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..3e9575703aa773ba152c0515281dc571473e4cb9
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/085_sbp-077-05_11_account_plan_policy.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-05 / 11_account_plan_policy
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-05",
+    "account_name": "Evergreen Holdings",
+    "salesforce_account_id": "001SB077000004",
+    "salesforce_opportunity_id": "006SB077000004",
+    "hubspot_company_id": "8007710004",
+    "hubspot_deal_id": "8007720004",
+    "gong_evidence_id": "GE-077-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_account_plan_policy",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Evergreen Holdings",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2474815,
+    "stage": "Negotiation",
+    "close_date": "2026-12-13",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-077-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-18 | EVT-077-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-23 | EVT-077-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-077-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-077-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-077-085-6 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-077-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-077-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-077-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-077-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-077-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-077-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-077-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-077-085-14 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-077-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-077-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-077-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-077-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-077-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-077-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-077-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-077-085-22 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-077-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-077-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-077-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-077-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-077-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-077-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-077-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-077-085-30 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-077-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-077-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-077-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-077-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730004",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/086_sbp-077-06_11_account_plan_policy.xml b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/086_sbp-077-06_11_account_plan_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..838809e861116aed12ae79636313d1b590e3a1c8
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/086_sbp-077-06_11_account_plan_policy.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-06",
+  "account_name": "Foxglove Systems",
+  "salesforce_account_id": "001SB077000005",
+  "salesforce_opportunity_id": "006SB077000005",
+  "hubspot_company_id": "8007710005",
+  "hubspot_deal_id": "8007720005",
+  "gong_evidence_id": "GE-077-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "11_account_plan_policy",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Foxglove Systems",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 2611928,
+  "stage": "Discovery",
+  "close_date": "2026-09-03",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-14 | EVT-077-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-19 | EVT-077-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-24 | EVT-077-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-29 | EVT-077-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-03 | EVT-077-086-5 | buyer | security review remains seller-owned",
+    "2026-06-08 | EVT-077-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-13 | EVT-077-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-18 | EVT-077-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-23 | EVT-077-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-28 | EVT-077-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-03 | EVT-077-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-08 | EVT-077-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-13 | EVT-077-086-13 | buyer | security review remains seller-owned",
+    "2026-07-18 | EVT-077-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-23 | EVT-077-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-28 | EVT-077-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-02 | EVT-077-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-07 | EVT-077-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-12 | EVT-077-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-17 | EVT-077-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-22 | EVT-077-086-21 | buyer | security review remains seller-owned",
+    "2026-08-27 | EVT-077-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-01 | EVT-077-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-06 | EVT-077-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-11 | EVT-077-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-16 | EVT-077-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-21 | EVT-077-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-26 | EVT-077-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-01 | EVT-077-086-29 | buyer | security review remains seller-owned",
+    "2026-10-06 | EVT-077-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-11 | EVT-077-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-16 | EVT-077-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-21 | EVT-077-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-26 | EVT-077-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-05",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000005",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Economic Buyer",
+  "reason": "SBP-077-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/087_sbp-077-07_11_account_plan_policy.html b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/087_sbp-077-07_11_account_plan_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..8fecb5a6989a2e96dee3ed49bdb8784fff7dbbb9
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/087_sbp-077-07_11_account_plan_policy.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Partners&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;11_account_plan_policy&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Partners&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 2749041,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-10&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-15 | EVT-077-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-20 | EVT-077-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-25 | EVT-077-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-30 | EVT-077-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-04 | EVT-077-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-09 | EVT-077-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-14 | EVT-077-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-19 | EVT-077-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-24 | EVT-077-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-29 | EVT-077-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-04 | EVT-077-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-09 | EVT-077-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-14 | EVT-077-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-19 | EVT-077-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-24 | EVT-077-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-29 | EVT-077-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-03 | EVT-077-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-08 | EVT-077-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-13 | EVT-077-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-18 | EVT-077-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-23 | EVT-077-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-28 | EVT-077-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-02 | EVT-077-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-07 | EVT-077-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-12 | EVT-077-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-17 | EVT-077-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-22 | EVT-077-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-27 | EVT-077-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-02 | EVT-077-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-07 | EVT-077-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-12 | EVT-077-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-17 | EVT-077-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-22 | EVT-077-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-27 | EVT-077-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-077-06&quot;,
+    &quot;authorized_system&quot;: &quot;hubspot&quot;,
+    &quot;authorized_record_id&quot;: &quot;8007730006&quot;,
+    &quot;authorized_field&quot;: &quot;buying_role&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Champion&quot;,
+    &quot;reason&quot;: &quot;SBP-077-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/088_sbp-077-08_11_account_plan_policy.md b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/088_sbp-077-08_11_account_plan_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..3a603be00e61ff31f1f3a59bdbc173bfa13f20ff
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/11_account_plan_policy/088_sbp-077-08_11_account_plan_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-08",
+    "account_name": "Harbor Networks",
+    "salesforce_account_id": "001SB077000007",
+    "salesforce_opportunity_id": "006SB077000007",
+    "hubspot_company_id": "8007710007",
+    "hubspot_deal_id": "8007720007",
+    "gong_evidence_id": "GE-077-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "11_account_plan_policy",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Harbor Networks",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 2886154,
+    "stage": "Discovery",
+    "close_date": "2026-09-17",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-077-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-21 | EVT-077-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-077-088-3 | buyer | security review remains seller-owned",
+      "2026-05-31 | EVT-077-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-077-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-077-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-077-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-077-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-077-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-077-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-077-088-11 | buyer | security review remains seller-owned",
+      "2026-07-10 | EVT-077-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-077-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-077-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-077-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-077-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-077-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-077-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-077-088-19 | buyer | security review remains seller-owned",
+      "2026-08-19 | EVT-077-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-077-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-077-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-077-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-077-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-077-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-077-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-077-088-27 | buyer | security review remains seller-owned",
+      "2026-09-28 | EVT-077-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-077-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-077-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-077-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-077-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-077-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-077-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/089_sbp-077-09_12_deliverables.md b/task_files/sb100-077-pine-competitive-plan/12_deliverables/089_sbp-077-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..7f7ad615176c1a1dfc40e7b885010d30ba6eff19
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/089_sbp-077-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-09",
+    "account_name": "Indigo Labs",
+    "salesforce_account_id": "001SB077000008",
+    "salesforce_opportunity_id": "006SB077000008",
+    "hubspot_company_id": "8007710008",
+    "hubspot_deal_id": "8007720008",
+    "gong_evidence_id": "GE-077-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Indigo Labs",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3023267,
+    "stage": "Negotiation",
+    "close_date": "2026-09-24",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "consent_conflict",
+    "gong_summary": "Permitted Gong insight GE-077-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-077-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-22 | EVT-077-089-2 | seller | security review remains seller-owned",
+      "2026-05-27 | EVT-077-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-077-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-077-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-077-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-077-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-077-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-077-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-077-089-10 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-077-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-077-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-077-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-077-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-077-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-077-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-077-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-077-089-18 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-077-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-077-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-077-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-077-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-077-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-077-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-077-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-077-089-26 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-077-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-077-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-077-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-077-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-077-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-077-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-077-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-077-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-077-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-077-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/090_sbp-077-10_12_deliverables.txt b/task_files/sb100-077-pine-competitive-plan/12_deliverables/090_sbp-077-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..3c0f60455f7bb21d6657be1130b9b22794b2894a
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/090_sbp-077-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-10",
+    "account_name": "Juniper Industries",
+    "salesforce_account_id": "001SB077000009",
+    "salesforce_opportunity_id": "006SB077000009",
+    "hubspot_company_id": "8007710009",
+    "hubspot_deal_id": "8007720009",
+    "gong_evidence_id": "GE-077-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Juniper Industries",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3160380,
+    "stage": "Discovery",
+    "close_date": "2026-10-01",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-077-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-077-090-1 | buyer | security review remains seller-owned",
+      "2026-05-23 | EVT-077-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-077-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-077-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-077-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-077-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-077-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-077-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-077-090-9 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-077-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-077-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-077-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-077-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-077-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-077-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-077-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-077-090-17 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-077-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-077-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-077-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-077-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-077-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-077-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-077-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-077-090-25 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-077-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-077-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-077-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-077-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-077-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-077-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-077-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-077-090-33 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-077-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB077000009",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-077-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/091_sbp-077-11_12_deliverables.json b/task_files/sb100-077-pine-competitive-plan/12_deliverables/091_sbp-077-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..8da2b971576c881778d9f3eb0a08373414a113c2
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/091_sbp-077-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3297493,
+    "benchmark_company": "Pine Observability",
+    "close_date": "2026-10-08",
+    "industry": "observability",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager",
+    "portfolio_account": "Keystone Collective",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "stage": "Negotiation"
+  },
+  "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": "buying_role",
+    "authorized_record_id": "8007730010",
+    "authorized_system": "hubspot",
+    "current_value": "Unknown",
+    "deadline": "2026-09-03",
+    "decision_code": "CHG-077-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Elena Rossi",
+    "reason": "SBP-077-11 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.",
+    "required_value": "Procurement"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-19 | EVT-077-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-077-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-077-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-077-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-077-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-077-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-077-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-077-091-8 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-077-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-077-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-077-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-077-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-077-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-077-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-077-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-077-091-16 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-077-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-077-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-077-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-077-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-077-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-077-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-077-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-077-091-24 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-077-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-077-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-077-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-077-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-077-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-077-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-077-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-077-091-32 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-077-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-077-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-077-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "risk_code": "stage_evidence_gap",
+    "signal": "buyer explicitly paused the evaluation",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Collective",
+    "as_of": "2026-08-27",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-077-11",
+    "hubspot_company_id": "8007710010",
+    "hubspot_deal_id": "8007720010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-077-11",
+    "salesforce_account_id": "001SB077000010",
+    "salesforce_opportunity_id": "006SB077000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-077-pine-competitive-plan"
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/092_sbp-077-12_12_deliverables.csv b/task_files/sb100-077-pine-competitive-plan/12_deliverables/092_sbp-077-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..e8bd5587e178d368bf657287a6d66659dcaa4de7
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/092_sbp-077-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-077-pine-competitive-plan"""
+record_control,portfolio_key,"""SBP-077-12"""
+record_control,account_name,"""Lantern Works"""
+record_control,salesforce_account_id,"""001SB077000011"""
+record_control,salesforce_opportunity_id,"""006SB077000011"""
+record_control,hubspot_company_id,"""8007710011"""
+record_control,hubspot_deal_id,"""8007720011"""
+record_control,gong_evidence_id,"""GE-077-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-27"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Pine Observability"""
+business_context,portfolio_account,"""Lantern Works"""
+business_context,industry,"""observability"""
+business_context,region,"""Global"""
+business_context,requester,"""Competitive Sales Strategy Lead"""
+business_context,amount_usd,3434606
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-15"""
+business_context,owner,"""Maya Chen"""
+business_context,owner_role,"""Enterprise AE"""
+evidence,signal,"""implementation capacity moved to the following quarter"""
+evidence,risk_code,"""support_recovery"""
+evidence,gong_summary,"""Permitted Gong insight GE-077-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-20 | EVT-077-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-25 | EVT-077-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-30 | EVT-077-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-04 | EVT-077-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-09 | EVT-077-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-14 | EVT-077-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-19 | EVT-077-092-7 | buyer | security review remains seller-owned"", ""2026-06-24 | EVT-077-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-29 | EVT-077-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-04 | EVT-077-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-09 | EVT-077-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-14 | EVT-077-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-19 | EVT-077-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-24 | EVT-077-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-29 | EVT-077-092-15 | buyer | security review remains seller-owned"", ""2026-08-03 | EVT-077-092-16 | seller | champion requested a revised mutual action plan"", ""2026-08-08 | EVT-077-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-13 | EVT-077-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-18 | EVT-077-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-23 | EVT-077-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-28 | EVT-077-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-02 | EVT-077-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-07 | EVT-077-092-23 | buyer | security review remains seller-owned"", ""2026-09-12 | EVT-077-092-24 | seller | champion requested a revised mutual action plan"", ""2026-09-17 | EVT-077-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-22 | EVT-077-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-27 | EVT-077-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-02 | EVT-077-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-07 | EVT-077-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-12 | EVT-077-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-17 | EVT-077-092-31 | buyer | security review remains seller-owned"", ""2026-10-22 | EVT-077-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-27 | EVT-077-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-01 | EVT-077-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-077-09"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""003SB077000011"""
+decision,authorized_field,"""Buying_Role__c"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Economic Buyer"""
+decision,reason,"""SBP-077-12 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy."""
+decision,owner,"""Maya Chen"""
+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
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/093_sbp-077-13_12_deliverables.eml b/task_files/sb100-077-pine-competitive-plan/12_deliverables/093_sbp-077-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..3c01f258444502201cfea8730865b4ba8ed93fad
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/093_sbp-077-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-077-pine-competitive-plan.example
+To: portfolio-review@sb100-077-pine-competitive-plan.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-077-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-13",
+    "account_name": "Meridian Technologies",
+    "salesforce_account_id": "001SB077000012",
+    "salesforce_opportunity_id": "006SB077000012",
+    "hubspot_company_id": "8007710012",
+    "hubspot_deal_id": "8007720012",
+    "gong_evidence_id": "GE-077-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Meridian Technologies",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3571719,
+    "stage": "Negotiation",
+    "close_date": "2026-10-22",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-077-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-077-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-077-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-077-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-077-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-077-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-077-093-6 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-077-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-077-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-077-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-077-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-077-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-077-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-077-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-077-093-14 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-077-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-077-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-077-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-077-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-077-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-077-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-077-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-077-093-22 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-077-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-077-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-077-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-077-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-077-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-077-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-077-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-077-093-30 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-077-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-077-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-077-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-077-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-077-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; 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
+  }
+}
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/094_sbp-077-14_12_deliverables.xml b/task_files/sb100-077-pine-competitive-plan/12_deliverables/094_sbp-077-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..bf8854907ba044274b5f10d2f0c9461efc3a8ba9
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/094_sbp-077-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-077-pine-competitive-plan",
+  "portfolio_key": "SBP-077-14",
+  "account_name": "Northstar Services",
+  "salesforce_account_id": "001SB077000013",
+  "salesforce_opportunity_id": "006SB077000013",
+  "hubspot_company_id": "8007710013",
+  "hubspot_deal_id": "8007720013",
+  "gong_evidence_id": "GE-077-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-27",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Pine Observability",
+  "portfolio_account": "Northstar Services",
+  "industry": "observability",
+  "region": "Global",
+  "requester": "Competitive Sales Strategy Lead",
+  "amount_usd": 3708832,
+  "stage": "Discovery",
+  "close_date": "2026-10-29",
+  "owner": "Priya Raman",
+  "owner_role": "Strategic AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "renewal notice was acknowledged by procurement",
+  "risk_code": "identity_ambiguity",
+  "gong_summary": "Permitted Gong insight GE-077-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-22 | EVT-077-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-27 | EVT-077-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-01 | EVT-077-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-06 | EVT-077-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-11 | EVT-077-094-5 | buyer | security review remains seller-owned",
+    "2026-06-16 | EVT-077-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-21 | EVT-077-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-26 | EVT-077-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-01 | EVT-077-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-06 | EVT-077-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-11 | EVT-077-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-16 | EVT-077-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-21 | EVT-077-094-13 | buyer | security review remains seller-owned",
+    "2026-07-26 | EVT-077-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-31 | EVT-077-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-05 | EVT-077-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-10 | EVT-077-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-15 | EVT-077-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-20 | EVT-077-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-25 | EVT-077-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-30 | EVT-077-094-21 | buyer | security review remains seller-owned",
+    "2026-09-04 | EVT-077-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-09 | EVT-077-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-14 | EVT-077-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-19 | EVT-077-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-24 | EVT-077-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-29 | EVT-077-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-04 | EVT-077-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-09 | EVT-077-094-29 | buyer | security review remains seller-owned",
+    "2026-10-14 | EVT-077-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-19 | EVT-077-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-24 | EVT-077-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-29 | EVT-077-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-03 | EVT-077-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-077-11",
+  "authorized_system": "salesforce",
+  "authorized_record_id": "003SB077000013",
+  "authorized_field": "Buying_Role__c",
+  "current_value": "Unknown",
+  "required_value": "Technical Evaluator",
+  "reason": "SBP-077-14 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.",
+  "owner": "Priya Raman",
+  "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>
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/095_sbp-077-15_12_deliverables.html b/task_files/sb100-077-pine-competitive-plan/12_deliverables/095_sbp-077-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..e279f0386d516e9b2bd167913baf2e951e100066
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/095_sbp-077-15_12_deliverables.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;sb100-077-pine-competitive-plan&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-077-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Ventures&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB077000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB077000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007710014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007720014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-077-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-27&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Pine Observability&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Ventures&quot;,
+    &quot;industry&quot;: &quot;observability&quot;,
+    &quot;region&quot;: &quot;Global&quot;,
+    &quot;requester&quot;: &quot;Competitive Sales Strategy Lead&quot;,
+    &quot;amount_usd&quot;: 3845945,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-05&quot;,
+    &quot;owner&quot;: &quot;Luis Ortega&quot;,
+    &quot;owner_role&quot;: &quot;Regional AE&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;economic buyer confirmed procurement timing&quot;,
+    &quot;risk_code&quot;: &quot;commercial_terms&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-077-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-23 | EVT-077-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-28 | EVT-077-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-02 | EVT-077-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-07 | EVT-077-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-12 | EVT-077-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-17 | EVT-077-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-22 | EVT-077-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-27 | EVT-077-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-02 | EVT-077-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-07 | EVT-077-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-12 | EVT-077-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-17 | EVT-077-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-22 | EVT-077-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-27 | EVT-077-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-01 | EVT-077-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-06 | EVT-077-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-11 | EVT-077-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-16 | EVT-077-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-21 | EVT-077-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-26 | EVT-077-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-31 | EVT-077-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-05 | EVT-077-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-10 | EVT-077-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-15 | EVT-077-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-20 | EVT-077-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-25 | EVT-077-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-30 | EVT-077-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-05 | EVT-077-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-10 | EVT-077-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-15 | EVT-077-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-20 | EVT-077-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-25 | EVT-077-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-30 | EVT-077-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-04 | EVT-077-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: false,
+    &quot;decision_code&quot;: &quot;HOLD-077-15&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-077-15 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;Luis Ortega&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>
diff --git a/task_files/sb100-077-pine-competitive-plan/12_deliverables/096_sbp-077-16_12_deliverables.md b/task_files/sb100-077-pine-competitive-plan/12_deliverables/096_sbp-077-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..cb15c7b82c93cf48c80091d8de71b16491c8f928
--- /dev/null
+++ b/task_files/sb100-077-pine-competitive-plan/12_deliverables/096_sbp-077-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-077-pine-competitive-plan",
+    "portfolio_key": "SBP-077-16",
+    "account_name": "Palisade Enterprises",
+    "salesforce_account_id": "001SB077000015",
+    "salesforce_opportunity_id": "006SB077000015",
+    "hubspot_company_id": "8007710015",
+    "hubspot_deal_id": "8007720015",
+    "gong_evidence_id": "GE-077-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-27",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Pine Observability",
+    "portfolio_account": "Palisade Enterprises",
+    "industry": "observability",
+    "region": "Global",
+    "requester": "Competitive Sales Strategy Lead",
+    "amount_usd": 3983058,
+    "stage": "Discovery",
+    "close_date": "2026-11-12",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "procurement_timing",
+    "gong_summary": "Permitted Gong insight GE-077-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-077-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-29 | EVT-077-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-077-096-3 | buyer | security review remains seller-owned",
+      "2026-06-08 | EVT-077-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-077-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-077-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-077-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-077-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-077-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-077-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-077-096-11 | buyer | security review remains seller-owned",
+      "2026-07-18 | EVT-077-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-077-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-077-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-077-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-077-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-077-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-077-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-077-096-19 | buyer | security review remains seller-owned",
+      "2026-08-27 | EVT-077-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-077-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-077-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-077-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-077-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-077-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-077-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-077-096-27 | buyer | security review remains seller-owned",
+      "2026-10-06 | EVT-077-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-077-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-077-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-077-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-077-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-077-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-077-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-077-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007730015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-077-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.",
+    "owner": "Amina Yusuf",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/001_sbp-078-01_01_accounts.md b/task_files/sb100-078-riverbank-succession/01_accounts/001_sbp-078-01_01_accounts.md
new file mode 100644
index 0000000000000000000000000000000000000000..e83f1602b21f14f2bdf44fc4acb476c73ee3d8d5
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/001_sbp-078-01_01_accounts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-01",
+    "account_name": "Alder Collective",
+    "salesforce_account_id": "001SB078000000",
+    "salesforce_opportunity_id": "006SB078000000",
+    "hubspot_company_id": "8007810000",
+    "hubspot_deal_id": "8007820000",
+    "gong_evidence_id": "GE-078-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "01_accounts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Alder Collective",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2010082,
+    "stage": "Prospecting",
+    "close_date": "2026-11-16",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-078-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-078-001-2 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-078-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-078-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-078-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-078-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-078-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-078-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-078-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-078-001-10 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-078-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-078-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-078-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-078-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-078-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-078-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-078-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-078-001-18 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-078-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-078-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-078-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-078-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-078-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-078-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-078-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-078-001-26 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-078-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-078-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-078-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-078-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-078-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-078-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-078-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-078-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/002_sbp-078-02_01_accounts.txt b/task_files/sb100-078-riverbank-succession/01_accounts/002_sbp-078-02_01_accounts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..19664582f284cbc6d75e5e8aa080cc634c9d5bf5
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/002_sbp-078-02_01_accounts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-02",
+    "account_name": "Beacon Works",
+    "salesforce_account_id": "001SB078000001",
+    "salesforce_opportunity_id": "006SB078000001",
+    "hubspot_company_id": "8007810001",
+    "hubspot_deal_id": "8007820001",
+    "gong_evidence_id": "GE-078-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "01_accounts",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Beacon Works",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2147195,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-23",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-078-002-1 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-078-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-078-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-078-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-078-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-078-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-078-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-078-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-078-002-9 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-078-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-078-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-078-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-078-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-078-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-078-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-078-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-078-002-17 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-078-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-078-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-078-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-078-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-078-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-078-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-078-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-078-002-25 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-078-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-078-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-078-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-078-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-078-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-078-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-078-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-078-002-33 | buyer | security review remains seller-owned",
+      "2026-11-12 | EVT-078-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/003_sbp-078-03_01_accounts.json b/task_files/sb100-078-riverbank-succession/01_accounts/003_sbp-078-03_01_accounts.json
new file mode 100644
index 0000000000000000000000000000000000000000..d357d66c07015603ab41a70e5e1638c86e4ff9a8
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/003_sbp-078-03_01_accounts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2284308,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-11-30",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Technologies",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-078-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Technical Evaluator"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-01 | EVT-078-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-078-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-078-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-078-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-078-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-078-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-078-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-078-003-8 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-078-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-078-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-078-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-078-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-078-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-078-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-078-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-078-003-16 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-078-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-078-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-078-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-078-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-078-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-078-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-078-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-078-003-24 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-078-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-078-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-078-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-078-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-078-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-078-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-078-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-078-003-32 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-078-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-078-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Technologies",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "01_accounts",
+    "gong_evidence_id": "GE-078-03",
+    "hubspot_company_id": "8007810002",
+    "hubspot_deal_id": "8007820002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-03",
+    "salesforce_account_id": "001SB078000002",
+    "salesforce_opportunity_id": "006SB078000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/004_sbp-078-04_01_accounts.csv b/task_files/sb100-078-riverbank-succession/01_accounts/004_sbp-078-04_01_accounts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..ecc04ef1334442dab1bb020fa75991f35ae50406
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/004_sbp-078-04_01_accounts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-04"""
+record_control,account_name,"""Dovetail Services"""
+record_control,salesforce_account_id,"""001SB078000003"""
+record_control,salesforce_opportunity_id,"""006SB078000003"""
+record_control,hubspot_company_id,"""8007810003"""
+record_control,hubspot_deal_id,"""8007820003"""
+record_control,gong_evidence_id,"""GE-078-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""01_accounts"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Dovetail Services"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,2421421
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-12-07"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-02 | EVT-078-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-07 | EVT-078-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-12 | EVT-078-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-17 | EVT-078-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-22 | EVT-078-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-27 | EVT-078-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-02 | EVT-078-004-7 | buyer | security review remains seller-owned"", ""2026-07-07 | EVT-078-004-8 | seller | champion requested a revised mutual action plan"", ""2026-07-12 | EVT-078-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-17 | EVT-078-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-22 | EVT-078-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-27 | EVT-078-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-01 | EVT-078-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-06 | EVT-078-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-11 | EVT-078-004-15 | buyer | security review remains seller-owned"", ""2026-08-16 | EVT-078-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-21 | EVT-078-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-26 | EVT-078-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-31 | EVT-078-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-05 | EVT-078-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-10 | EVT-078-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-15 | EVT-078-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-20 | EVT-078-004-23 | buyer | security review remains seller-owned"", ""2026-09-25 | EVT-078-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-30 | EVT-078-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-05 | EVT-078-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-10 | EVT-078-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-15 | EVT-078-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-20 | EVT-078-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-25 | EVT-078-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-30 | EVT-078-004-31 | buyer | security review remains seller-owned"", ""2026-11-04 | EVT-078-004-32 | seller | champion requested a revised mutual action plan"", ""2026-11-09 | EVT-078-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-14 | EVT-078-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-078-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8007830003"""
+decision,authorized_field,"""buying_role"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Procurement"""
+decision,reason,"""SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-03"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/005_sbp-078-05_01_accounts.eml b/task_files/sb100-078-riverbank-succession/01_accounts/005_sbp-078-05_01_accounts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..6303c77742bfbfaba786897025975879be8b8719
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/005_sbp-078-05_01_accounts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-05 / 01_accounts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-05",
+    "account_name": "Evergreen Ventures",
+    "salesforce_account_id": "001SB078000004",
+    "salesforce_opportunity_id": "006SB078000004",
+    "hubspot_company_id": "8007810004",
+    "hubspot_deal_id": "8007820004",
+    "gong_evidence_id": "GE-078-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "01_accounts",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Evergreen Ventures",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2558534,
+    "stage": "Prospecting",
+    "close_date": "2026-12-14",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-078-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-078-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-078-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-078-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-078-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-078-005-6 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-078-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-078-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-078-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-078-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-078-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-078-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-078-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-078-005-14 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-078-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-078-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-078-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-078-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-078-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-078-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-078-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-078-005-22 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-078-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-078-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-078-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-078-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-078-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-078-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-078-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-078-005-30 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-078-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-078-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-078-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-078-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000004",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-04"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/006_sbp-078-06_01_accounts.xml b/task_files/sb100-078-riverbank-succession/01_accounts/006_sbp-078-06_01_accounts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..c254bed96134859af606226e763353a9041a0ef7
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/006_sbp-078-06_01_accounts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-06",
+  "account_name": "Foxglove Enterprises",
+  "salesforce_account_id": "001SB078000005",
+  "salesforce_opportunity_id": "006SB078000005",
+  "hubspot_company_id": "8007810005",
+  "hubspot_deal_id": "8007820005",
+  "gong_evidence_id": "GE-078-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "01_accounts",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Foxglove Enterprises",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 2695647,
+  "stage": "Technical Validation",
+  "close_date": "2026-09-04",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-04 | EVT-078-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-09 | EVT-078-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-14 | EVT-078-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-19 | EVT-078-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-24 | EVT-078-006-5 | buyer | security review remains seller-owned",
+    "2026-06-29 | EVT-078-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-04 | EVT-078-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-09 | EVT-078-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-14 | EVT-078-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-19 | EVT-078-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-24 | EVT-078-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-29 | EVT-078-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-03 | EVT-078-006-13 | buyer | security review remains seller-owned",
+    "2026-08-08 | EVT-078-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-13 | EVT-078-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-18 | EVT-078-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-23 | EVT-078-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-28 | EVT-078-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-02 | EVT-078-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-07 | EVT-078-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-12 | EVT-078-006-21 | buyer | security review remains seller-owned",
+    "2026-09-17 | EVT-078-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-22 | EVT-078-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-27 | EVT-078-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-02 | EVT-078-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-07 | EVT-078-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-12 | EVT-078-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-17 | EVT-078-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-22 | EVT-078-006-29 | buyer | security review remains seller-owned",
+    "2026-10-27 | EVT-078-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-01 | EVT-078-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-06 | EVT-078-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-11 | EVT-078-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-16 | EVT-078-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-078-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8007830005",
+  "authorized_field": "buying_role",
+  "current_value": "Unknown",
+  "required_value": "Champion",
+  "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-05"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/007_sbp-078-07_01_accounts.html b/task_files/sb100-078-riverbank-succession/01_accounts/007_sbp-078-07_01_accounts.html
new file mode 100644
index 0000000000000000000000000000000000000000..56b764b69280f18a6d38b14b8c4a7f9b3ed3fba2
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/007_sbp-078-07_01_accounts.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Cooperative&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;01_accounts&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Cooperative&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 2832760,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-09-11&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-05 | EVT-078-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-10 | EVT-078-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-15 | EVT-078-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-20 | EVT-078-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-25 | EVT-078-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-30 | EVT-078-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-05 | EVT-078-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-10 | EVT-078-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-15 | EVT-078-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-20 | EVT-078-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-25 | EVT-078-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-30 | EVT-078-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-04 | EVT-078-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-09 | EVT-078-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-14 | EVT-078-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-19 | EVT-078-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-24 | EVT-078-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-29 | EVT-078-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-03 | EVT-078-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-08 | EVT-078-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-13 | EVT-078-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-18 | EVT-078-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-23 | EVT-078-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-28 | EVT-078-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-03 | EVT-078-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-08 | EVT-078-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-13 | EVT-078-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-18 | EVT-078-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-23 | EVT-078-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-28 | EVT-078-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-02 | EVT-078-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-07 | EVT-078-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-12 | EVT-078-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-17 | EVT-078-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000006&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-08-31&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>
diff --git a/task_files/sb100-078-riverbank-succession/01_accounts/008_sbp-078-08_01_accounts.md b/task_files/sb100-078-riverbank-succession/01_accounts/008_sbp-078-08_01_accounts.md
new file mode 100644
index 0000000000000000000000000000000000000000..a4a668ba4d9027d6b640a8771794a8ad75ff85ae
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/01_accounts/008_sbp-078-08_01_accounts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-08",
+    "account_name": "Harbor Platform",
+    "salesforce_account_id": "001SB078000007",
+    "salesforce_opportunity_id": "006SB078000007",
+    "hubspot_company_id": "8007810007",
+    "hubspot_deal_id": "8007820007",
+    "gong_evidence_id": "GE-078-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "01_accounts",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Harbor Platform",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2969873,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-18",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-078-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-078-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-078-008-3 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-078-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-078-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-078-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-078-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-078-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-078-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-078-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-078-008-11 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-078-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-078-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-078-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-078-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-078-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-078-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-078-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-078-008-19 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-078-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-078-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-078-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-078-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-078-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-078-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-078-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-078-008-27 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-078-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-078-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-078-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-078-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-078-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-078-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-078-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/009_sbp-078-09_02_opportunities.md b/task_files/sb100-078-riverbank-succession/02_opportunities/009_sbp-078-09_02_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..31037ebd5f6a83e4e627d52408fd9a90f35f22f6
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/009_sbp-078-09_02_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-09",
+    "account_name": "Indigo Corporation",
+    "salesforce_account_id": "001SB078000008",
+    "salesforce_opportunity_id": "006SB078000008",
+    "hubspot_company_id": "8007810008",
+    "hubspot_deal_id": "8007820008",
+    "gong_evidence_id": "GE-078-09",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "02_opportunities",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Indigo Corporation",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3106986,
+    "stage": "Prospecting",
+    "close_date": "2026-09-25",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-078-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-078-009-2 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-078-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-078-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-078-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-078-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-078-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-078-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-078-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-078-009-10 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-078-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-078-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-078-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-078-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-078-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-078-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-078-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-078-009-18 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-078-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-078-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-078-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-078-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-078-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-078-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-078-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-078-009-26 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-078-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-078-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-078-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-078-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-078-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-078-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-078-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-078-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/010_sbp-078-10_02_opportunities.txt b/task_files/sb100-078-riverbank-succession/02_opportunities/010_sbp-078-10_02_opportunities.txt
new file mode 100644
index 0000000000000000000000000000000000000000..260e585350c650ec72cfbb7072d321a6b2e1bf9d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/010_sbp-078-10_02_opportunities.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-10",
+    "account_name": "Juniper Group",
+    "salesforce_account_id": "001SB078000009",
+    "salesforce_opportunity_id": "006SB078000009",
+    "hubspot_company_id": "8007810009",
+    "hubspot_deal_id": "8007820009",
+    "gong_evidence_id": "GE-078-10",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "02_opportunities",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Juniper Group",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3244099,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-02",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-078-010-1 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-078-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-078-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-078-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-078-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-078-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-078-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-078-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-078-010-9 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-078-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-078-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-078-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-078-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-078-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-078-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-078-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-078-010-17 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-078-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-078-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-078-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-078-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-078-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-078-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-078-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-078-010-25 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-078-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-078-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-078-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-078-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-078-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-078-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-078-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-078-010-33 | buyer | security review remains seller-owned",
+      "2026-11-20 | EVT-078-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830009",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/011_sbp-078-11_02_opportunities.json b/task_files/sb100-078-riverbank-succession/02_opportunities/011_sbp-078-11_02_opportunities.json
new file mode 100644
index 0000000000000000000000000000000000000000..3052ebd1b26f36ff64c8c3e842bf6b5678dde761
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/011_sbp-078-11_02_opportunities.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3381212,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-10-09",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Holdings",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-04",
+    "decision_code": "CHG-078-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Economic Buyer"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-09 | EVT-078-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-078-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-078-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-078-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-078-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-078-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-078-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-078-011-8 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-078-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-078-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-078-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-078-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-078-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-078-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-078-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-078-011-16 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-078-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-078-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-078-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-078-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-078-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-078-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-078-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-078-011-24 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-078-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-078-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-078-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-078-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-078-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-078-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-078-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-078-011-32 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-078-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-078-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Holdings",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "02_opportunities",
+    "gong_evidence_id": "GE-078-11",
+    "hubspot_company_id": "8007810010",
+    "hubspot_deal_id": "8007820010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-11",
+    "salesforce_account_id": "001SB078000010",
+    "salesforce_opportunity_id": "006SB078000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/012_sbp-078-12_02_opportunities.csv b/task_files/sb100-078-riverbank-succession/02_opportunities/012_sbp-078-12_02_opportunities.csv
new file mode 100644
index 0000000000000000000000000000000000000000..6dde8d0b6088cec97dc69b78ac9b01ad99ec33fa
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/012_sbp-078-12_02_opportunities.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-12"""
+record_control,account_name,"""Lantern Systems"""
+record_control,salesforce_account_id,"""001SB078000011"""
+record_control,salesforce_opportunity_id,"""006SB078000011"""
+record_control,hubspot_company_id,"""8007810011"""
+record_control,hubspot_deal_id,"""8007820011"""
+record_control,gong_evidence_id,"""GE-078-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""02_opportunities"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Lantern Systems"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,3518325
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-10-16"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-10 | EVT-078-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-078-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-078-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-078-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-078-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-078-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-078-012-7 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-078-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-078-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-078-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-078-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-078-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-078-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-078-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-078-012-15 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-078-012-16 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-078-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-078-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-078-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-078-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-078-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-078-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-078-012-23 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-078-012-24 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-078-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-078-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-18 | EVT-078-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-23 | EVT-078-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-28 | EVT-078-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-02 | EVT-078-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-07 | EVT-078-012-31 | buyer | security review remains seller-owned"", ""2026-11-12 | EVT-078-012-32 | seller | champion requested a revised mutual action plan"", ""2026-11-17 | EVT-078-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-22 | EVT-078-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-078-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-078-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-05"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/013_sbp-078-13_02_opportunities.eml b/task_files/sb100-078-riverbank-succession/02_opportunities/013_sbp-078-13_02_opportunities.eml
new file mode 100644
index 0000000000000000000000000000000000000000..94a899ca454c284b0762b5f2d233f88029bad247
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/013_sbp-078-13_02_opportunities.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-13 / 02_opportunities
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-13",
+    "account_name": "Meridian Partners",
+    "salesforce_account_id": "001SB078000012",
+    "salesforce_opportunity_id": "006SB078000012",
+    "hubspot_company_id": "8007810012",
+    "hubspot_deal_id": "8007820012",
+    "gong_evidence_id": "GE-078-13",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "02_opportunities",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Meridian Partners",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3655438,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-078-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-078-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-078-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-078-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-078-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-078-013-6 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-078-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-078-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-078-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-078-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-078-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-078-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-078-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-078-013-14 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-078-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-078-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-078-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-078-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-078-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-078-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-078-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-078-013-22 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-078-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-078-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-078-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-078-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-078-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-078-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-078-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-078-013-30 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-078-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-078-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-18 | EVT-078-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-23 | EVT-078-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/014_sbp-078-14_02_opportunities.xml b/task_files/sb100-078-riverbank-succession/02_opportunities/014_sbp-078-14_02_opportunities.xml
new file mode 100644
index 0000000000000000000000000000000000000000..2f38d926cdb845ed49127a26310768cdc57a197c
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/014_sbp-078-14_02_opportunities.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-14",
+  "account_name": "Northstar Networks",
+  "salesforce_account_id": "001SB078000013",
+  "salesforce_opportunity_id": "006SB078000013",
+  "hubspot_company_id": "8007810013",
+  "hubspot_deal_id": "8007820013",
+  "gong_evidence_id": "GE-078-14",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "02_opportunities",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Northstar Networks",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 3792551,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-30",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-12 | EVT-078-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-078-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-078-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-078-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-078-014-5 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-078-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-078-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-078-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-078-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-078-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-078-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-078-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-078-014-13 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-078-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-078-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-078-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-078-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-078-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-078-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-078-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-078-014-21 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-078-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-078-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-078-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-078-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-078-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-20 | EVT-078-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-25 | EVT-078-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-30 | EVT-078-014-29 | buyer | security review remains seller-owned",
+    "2026-11-04 | EVT-078-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-09 | EVT-078-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-14 | EVT-078-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-19 | EVT-078-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-24 | EVT-078-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-078-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-078-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-01"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/015_sbp-078-15_02_opportunities.html b/task_files/sb100-078-riverbank-succession/02_opportunities/015_sbp-078-15_02_opportunities.html
new file mode 100644
index 0000000000000000000000000000000000000000..de51a6e7d80929ebf1e0b523cc98ee642efe117e
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/015_sbp-078-15_02_opportunities.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Labs&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;02_opportunities&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Labs&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 3929664,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-11-06&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-13 | EVT-078-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-078-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-078-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-078-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-078-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-078-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-078-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-078-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-078-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-078-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-078-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-078-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-078-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-078-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-078-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-078-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-078-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-078-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-078-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-078-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-078-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-078-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-078-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-078-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-078-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-078-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-21 | EVT-078-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-26 | EVT-078-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-31 | EVT-078-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-05 | EVT-078-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-10 | EVT-078-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-15 | EVT-078-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-20 | EVT-078-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-25 | EVT-078-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000014&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-02&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>
diff --git a/task_files/sb100-078-riverbank-succession/02_opportunities/016_sbp-078-16_02_opportunities.md b/task_files/sb100-078-riverbank-succession/02_opportunities/016_sbp-078-16_02_opportunities.md
new file mode 100644
index 0000000000000000000000000000000000000000..29bb440d9eb2974b7b0f81961976752079754334
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/02_opportunities/016_sbp-078-16_02_opportunities.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-16",
+    "account_name": "Palisade Industries",
+    "salesforce_account_id": "001SB078000015",
+    "salesforce_opportunity_id": "006SB078000015",
+    "hubspot_company_id": "8007810015",
+    "hubspot_deal_id": "8007820015",
+    "gong_evidence_id": "GE-078-16",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "02_opportunities",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Palisade Industries",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 4066777,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-13",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-078-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-078-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-078-016-3 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-078-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-078-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-078-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-078-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-078-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-078-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-078-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-078-016-11 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-078-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-078-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-078-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-078-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-078-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-078-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-078-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-078-016-19 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-078-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-078-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-078-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-078-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-078-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-078-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-078-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-078-016-27 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-078-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-078-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-078-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-078-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-16 | EVT-078-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-21 | EVT-078-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-26 | EVT-078-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/017_sbp-078-01_03_contacts.md b/task_files/sb100-078-riverbank-succession/03_contacts/017_sbp-078-01_03_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..53827c9cccc7ebb7c9186f4fe2b416469775d1fd
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/017_sbp-078-01_03_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-01",
+    "account_name": "Alder Collective",
+    "salesforce_account_id": "001SB078000000",
+    "salesforce_opportunity_id": "006SB078000000",
+    "hubspot_company_id": "8007810000",
+    "hubspot_deal_id": "8007820000",
+    "gong_evidence_id": "GE-078-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "03_contacts",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Alder Collective",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2010082,
+    "stage": "Prospecting",
+    "close_date": "2026-11-16",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-078-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-078-017-2 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-078-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-078-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-078-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-078-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-078-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-078-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-078-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-078-017-10 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-078-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-078-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-078-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-078-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-078-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-078-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-078-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-078-017-18 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-078-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-078-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-078-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-078-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-078-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-078-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-078-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-078-017-26 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-078-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-078-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-078-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-078-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-12 | EVT-078-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-17 | EVT-078-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-22 | EVT-078-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-27 | EVT-078-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/018_sbp-078-02_03_contacts.txt b/task_files/sb100-078-riverbank-succession/03_contacts/018_sbp-078-02_03_contacts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..e08de41ed29c9dae02b9a21637977720ba75ea7b
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/018_sbp-078-02_03_contacts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-02",
+    "account_name": "Beacon Works",
+    "salesforce_account_id": "001SB078000001",
+    "salesforce_opportunity_id": "006SB078000001",
+    "hubspot_company_id": "8007810001",
+    "hubspot_deal_id": "8007820001",
+    "gong_evidence_id": "GE-078-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "03_contacts",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Beacon Works",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2147195,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-23",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-078-018-1 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-078-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-078-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-078-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-078-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-078-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-078-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-078-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-078-018-9 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-078-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-078-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-078-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-078-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-078-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-078-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-078-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-078-018-17 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-078-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-078-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-078-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-078-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-078-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-078-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-078-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-078-018-25 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-078-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-078-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-078-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-078-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-078-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-078-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-078-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-23 | EVT-078-018-33 | buyer | security review remains seller-owned",
+      "2026-11-28 | EVT-078-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/019_sbp-078-03_03_contacts.json b/task_files/sb100-078-riverbank-succession/03_contacts/019_sbp-078-03_03_contacts.json
new file mode 100644
index 0000000000000000000000000000000000000000..44ed0a105faa007dd00120f4d3a1b86435b4fa66
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/019_sbp-078-03_03_contacts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2284308,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-11-30",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Technologies",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-078-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Technical Evaluator"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-17 | EVT-078-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-078-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-078-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-078-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-078-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-078-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-078-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-078-019-8 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-078-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-078-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-078-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-078-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-078-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-078-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-078-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-078-019-16 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-078-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-078-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-078-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-078-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-078-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-078-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-078-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-078-019-24 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-078-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-078-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-078-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-078-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-078-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-078-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-078-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-078-019-32 | seller | security review remains seller-owned",
+      "2026-11-24 | EVT-078-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-29 | EVT-078-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Technologies",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "03_contacts",
+    "gong_evidence_id": "GE-078-03",
+    "hubspot_company_id": "8007810002",
+    "hubspot_deal_id": "8007820002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-03",
+    "salesforce_account_id": "001SB078000002",
+    "salesforce_opportunity_id": "006SB078000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/020_sbp-078-04_03_contacts.csv b/task_files/sb100-078-riverbank-succession/03_contacts/020_sbp-078-04_03_contacts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..1421e78f391273efb25f2cc593e300dc04d34fc2
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/020_sbp-078-04_03_contacts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-04"""
+record_control,account_name,"""Dovetail Services"""
+record_control,salesforce_account_id,"""001SB078000003"""
+record_control,salesforce_opportunity_id,"""006SB078000003"""
+record_control,hubspot_company_id,"""8007810003"""
+record_control,hubspot_deal_id,"""8007820003"""
+record_control,gong_evidence_id,"""GE-078-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""03_contacts"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Dovetail Services"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,2421421
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-12-07"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-18 | EVT-078-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-078-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-078-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-078-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-078-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-078-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-078-020-7 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-078-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-078-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-078-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-078-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-078-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-078-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-078-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-078-020-15 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-078-020-16 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-078-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-078-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-078-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-078-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-078-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-078-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-078-020-23 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-078-020-24 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-078-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-078-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-26 | EVT-078-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-31 | EVT-078-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-05 | EVT-078-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-10 | EVT-078-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-15 | EVT-078-020-31 | buyer | security review remains seller-owned"", ""2026-11-20 | EVT-078-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-25 | EVT-078-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-30 | EVT-078-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-078-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8007830003"""
+decision,authorized_field,"""buying_role"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Procurement"""
+decision,reason,"""SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-03"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/021_sbp-078-05_03_contacts.eml b/task_files/sb100-078-riverbank-succession/03_contacts/021_sbp-078-05_03_contacts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..f43166c70cde3e1d7cda60ab4cca28a7717336d6
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/021_sbp-078-05_03_contacts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-05 / 03_contacts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-05",
+    "account_name": "Evergreen Ventures",
+    "salesforce_account_id": "001SB078000004",
+    "salesforce_opportunity_id": "006SB078000004",
+    "hubspot_company_id": "8007810004",
+    "hubspot_deal_id": "8007820004",
+    "gong_evidence_id": "GE-078-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "03_contacts",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Evergreen Ventures",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2558534,
+    "stage": "Prospecting",
+    "close_date": "2026-12-14",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-078-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-078-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-078-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-078-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-078-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-078-021-6 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-078-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-078-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-078-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-078-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-078-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-078-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-078-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-078-021-14 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-078-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-078-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-078-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-078-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-078-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-078-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-078-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-078-021-22 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-078-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-078-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-078-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-078-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-078-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-078-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-078-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-078-021-30 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-078-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-078-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-26 | EVT-078-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-12-01 | EVT-078-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000004",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-04"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/022_sbp-078-06_03_contacts.xml b/task_files/sb100-078-riverbank-succession/03_contacts/022_sbp-078-06_03_contacts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3984762d6c1fabffbdd6db2931a137ebd16c6cd8
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/022_sbp-078-06_03_contacts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-06",
+  "account_name": "Foxglove Enterprises",
+  "salesforce_account_id": "001SB078000005",
+  "salesforce_opportunity_id": "006SB078000005",
+  "hubspot_company_id": "8007810005",
+  "hubspot_deal_id": "8007820005",
+  "gong_evidence_id": "GE-078-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "03_contacts",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Foxglove Enterprises",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 2695647,
+  "stage": "Technical Validation",
+  "close_date": "2026-09-04",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-01 | EVT-078-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-06 | EVT-078-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-11 | EVT-078-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-16 | EVT-078-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-21 | EVT-078-022-5 | buyer | security review remains seller-owned",
+    "2026-05-26 | EVT-078-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-05-31 | EVT-078-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-05 | EVT-078-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-10 | EVT-078-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-15 | EVT-078-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-20 | EVT-078-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-25 | EVT-078-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-06-30 | EVT-078-022-13 | buyer | security review remains seller-owned",
+    "2026-07-05 | EVT-078-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-10 | EVT-078-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-15 | EVT-078-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-20 | EVT-078-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-25 | EVT-078-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-30 | EVT-078-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-04 | EVT-078-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-09 | EVT-078-022-21 | buyer | security review remains seller-owned",
+    "2026-08-14 | EVT-078-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-19 | EVT-078-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-24 | EVT-078-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-29 | EVT-078-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-03 | EVT-078-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-08 | EVT-078-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-13 | EVT-078-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-18 | EVT-078-022-29 | buyer | security review remains seller-owned",
+    "2026-09-23 | EVT-078-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-28 | EVT-078-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-03 | EVT-078-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-08 | EVT-078-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-13 | EVT-078-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-078-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8007830005",
+  "authorized_field": "buying_role",
+  "current_value": "Unknown",
+  "required_value": "Champion",
+  "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-05"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/023_sbp-078-07_03_contacts.html b/task_files/sb100-078-riverbank-succession/03_contacts/023_sbp-078-07_03_contacts.html
new file mode 100644
index 0000000000000000000000000000000000000000..f977d002cd255911c3b0a7a86ce2fe9de1a65d86
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/023_sbp-078-07_03_contacts.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Cooperative&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;03_contacts&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Cooperative&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 2832760,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-09-11&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-02 | EVT-078-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-07 | EVT-078-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-12 | EVT-078-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-17 | EVT-078-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-22 | EVT-078-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-27 | EVT-078-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-01 | EVT-078-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-06 | EVT-078-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-11 | EVT-078-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-16 | EVT-078-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-21 | EVT-078-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-26 | EVT-078-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-01 | EVT-078-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-06 | EVT-078-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-11 | EVT-078-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-16 | EVT-078-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-21 | EVT-078-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-26 | EVT-078-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-31 | EVT-078-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-05 | EVT-078-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-10 | EVT-078-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-15 | EVT-078-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-20 | EVT-078-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-25 | EVT-078-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-30 | EVT-078-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-04 | EVT-078-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-09 | EVT-078-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-14 | EVT-078-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-19 | EVT-078-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-24 | EVT-078-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-29 | EVT-078-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-04 | EVT-078-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-09 | EVT-078-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-14 | EVT-078-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000006&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-08-31&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>
diff --git a/task_files/sb100-078-riverbank-succession/03_contacts/024_sbp-078-08_03_contacts.md b/task_files/sb100-078-riverbank-succession/03_contacts/024_sbp-078-08_03_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..2a9b1ca2373f5be246b8fa2f67efb23830565153
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/03_contacts/024_sbp-078-08_03_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-08",
+    "account_name": "Harbor Platform",
+    "salesforce_account_id": "001SB078000007",
+    "salesforce_opportunity_id": "006SB078000007",
+    "hubspot_company_id": "8007810007",
+    "hubspot_deal_id": "8007820007",
+    "gong_evidence_id": "GE-078-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "03_contacts",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Harbor Platform",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2969873,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-18",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-078-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-08 | EVT-078-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-13 | EVT-078-024-3 | buyer | security review remains seller-owned",
+      "2026-05-18 | EVT-078-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-078-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-078-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-078-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-078-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-078-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-078-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-078-024-11 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-078-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-078-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-078-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-078-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-078-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-078-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-078-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-078-024-19 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-078-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-078-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-078-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-078-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-078-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-078-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-078-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-078-024-27 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-078-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-078-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-078-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-078-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-078-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-078-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-078-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/025_sbp-078-09_04_gong_briefs.md b/task_files/sb100-078-riverbank-succession/04_gong_briefs/025_sbp-078-09_04_gong_briefs.md
new file mode 100644
index 0000000000000000000000000000000000000000..ebd8e32e219a6c1d64087394e9e4f92c60c545f2
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/025_sbp-078-09_04_gong_briefs.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-09",
+    "account_name": "Indigo Corporation",
+    "salesforce_account_id": "001SB078000008",
+    "salesforce_opportunity_id": "006SB078000008",
+    "hubspot_company_id": "8007810008",
+    "hubspot_deal_id": "8007820008",
+    "gong_evidence_id": "GE-078-09",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "04_gong_briefs",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Indigo Corporation",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3106986,
+    "stage": "Prospecting",
+    "close_date": "2026-09-25",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-078-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-09 | EVT-078-025-2 | seller | security review remains seller-owned",
+      "2026-05-14 | EVT-078-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-078-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-078-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-078-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-078-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-078-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-078-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-078-025-10 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-078-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-078-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-078-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-078-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-078-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-078-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-078-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-078-025-18 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-078-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-078-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-078-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-078-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-078-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-078-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-078-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-078-025-26 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-078-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-078-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-078-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-078-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-078-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-078-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-078-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-078-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/026_sbp-078-10_04_gong_briefs.txt b/task_files/sb100-078-riverbank-succession/04_gong_briefs/026_sbp-078-10_04_gong_briefs.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a8f2299853d7bea9304fb5772aabe7b3a9d74453
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/026_sbp-078-10_04_gong_briefs.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-10",
+    "account_name": "Juniper Group",
+    "salesforce_account_id": "001SB078000009",
+    "salesforce_opportunity_id": "006SB078000009",
+    "hubspot_company_id": "8007810009",
+    "hubspot_deal_id": "8007820009",
+    "gong_evidence_id": "GE-078-10",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "04_gong_briefs",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Juniper Group",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3244099,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-02",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-078-026-1 | buyer | security review remains seller-owned",
+      "2026-05-10 | EVT-078-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-15 | EVT-078-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-20 | EVT-078-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-25 | EVT-078-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-30 | EVT-078-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-04 | EVT-078-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-078-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-078-026-9 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-078-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-078-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-078-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-078-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-078-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-078-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-078-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-078-026-17 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-078-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-078-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-078-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-078-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-078-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-078-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-078-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-078-026-25 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-078-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-078-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-078-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-078-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-078-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-078-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-078-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-078-026-33 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-078-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830009",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/027_sbp-078-11_04_gong_briefs.json b/task_files/sb100-078-riverbank-succession/04_gong_briefs/027_sbp-078-11_04_gong_briefs.json
new file mode 100644
index 0000000000000000000000000000000000000000..cb36ed9a685d2e3986a1cd5cbc15e6fe10220ba8
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/027_sbp-078-11_04_gong_briefs.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3381212,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-10-09",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Holdings",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-04",
+    "decision_code": "CHG-078-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Economic Buyer"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-06 | EVT-078-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-11 | EVT-078-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-16 | EVT-078-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-078-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-078-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-078-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-078-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-078-027-8 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-078-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-078-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-078-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-078-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-078-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-078-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-078-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-078-027-16 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-078-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-078-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-078-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-078-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-078-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-078-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-078-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-078-027-24 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-078-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-078-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-078-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-078-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-078-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-078-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-078-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-078-027-32 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-078-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-078-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Holdings",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "04_gong_briefs",
+    "gong_evidence_id": "GE-078-11",
+    "hubspot_company_id": "8007810010",
+    "hubspot_deal_id": "8007820010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-11",
+    "salesforce_account_id": "001SB078000010",
+    "salesforce_opportunity_id": "006SB078000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/028_sbp-078-12_04_gong_briefs.csv b/task_files/sb100-078-riverbank-succession/04_gong_briefs/028_sbp-078-12_04_gong_briefs.csv
new file mode 100644
index 0000000000000000000000000000000000000000..0ae7b37c0fd9c1e804fd10f968bcdbbfebd7dba5
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/028_sbp-078-12_04_gong_briefs.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-12"""
+record_control,account_name,"""Lantern Systems"""
+record_control,salesforce_account_id,"""001SB078000011"""
+record_control,salesforce_opportunity_id,"""006SB078000011"""
+record_control,hubspot_company_id,"""8007810011"""
+record_control,hubspot_deal_id,"""8007820011"""
+record_control,gong_evidence_id,"""GE-078-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""04_gong_briefs"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Lantern Systems"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,3518325
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-10-16"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-07 | EVT-078-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-12 | EVT-078-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-17 | EVT-078-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-22 | EVT-078-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-27 | EVT-078-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-01 | EVT-078-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-06 | EVT-078-028-7 | buyer | security review remains seller-owned"", ""2026-06-11 | EVT-078-028-8 | seller | champion requested a revised mutual action plan"", ""2026-06-16 | EVT-078-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-078-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-078-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-078-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-078-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-078-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-078-028-15 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-078-028-16 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-078-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-078-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-078-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-078-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-078-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-078-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-078-028-23 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-078-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-078-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-078-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-078-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-078-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-078-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-078-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-078-028-31 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-078-028-32 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-078-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-078-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-078-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-078-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-05"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/029_sbp-078-13_04_gong_briefs.eml b/task_files/sb100-078-riverbank-succession/04_gong_briefs/029_sbp-078-13_04_gong_briefs.eml
new file mode 100644
index 0000000000000000000000000000000000000000..5455e95bb05323386221dca9fd43a50cae31d3b0
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/029_sbp-078-13_04_gong_briefs.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-13 / 04_gong_briefs
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-13",
+    "account_name": "Meridian Partners",
+    "salesforce_account_id": "001SB078000012",
+    "salesforce_opportunity_id": "006SB078000012",
+    "hubspot_company_id": "8007810012",
+    "hubspot_deal_id": "8007820012",
+    "gong_evidence_id": "GE-078-13",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "04_gong_briefs",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Meridian Partners",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3655438,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-078-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-13 | EVT-078-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-18 | EVT-078-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-23 | EVT-078-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-28 | EVT-078-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-078-029-6 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-078-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-078-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-078-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-078-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-078-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-078-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-078-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-078-029-14 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-078-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-078-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-078-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-078-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-078-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-078-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-078-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-078-029-22 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-078-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-078-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-078-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-078-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-078-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-078-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-078-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-078-029-30 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-078-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-078-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-078-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-078-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/030_sbp-078-14_04_gong_briefs.xml b/task_files/sb100-078-riverbank-succession/04_gong_briefs/030_sbp-078-14_04_gong_briefs.xml
new file mode 100644
index 0000000000000000000000000000000000000000..a6fa1d50fc32b1d3da603e076a8bf23b1cf4d8e1
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/030_sbp-078-14_04_gong_briefs.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-14",
+  "account_name": "Northstar Networks",
+  "salesforce_account_id": "001SB078000013",
+  "salesforce_opportunity_id": "006SB078000013",
+  "hubspot_company_id": "8007810013",
+  "hubspot_deal_id": "8007820013",
+  "gong_evidence_id": "GE-078-14",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "04_gong_briefs",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Northstar Networks",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 3792551,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-30",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-09 | EVT-078-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-14 | EVT-078-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-19 | EVT-078-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-24 | EVT-078-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-29 | EVT-078-030-5 | buyer | security review remains seller-owned",
+    "2026-06-03 | EVT-078-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-08 | EVT-078-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-13 | EVT-078-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-18 | EVT-078-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-23 | EVT-078-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-28 | EVT-078-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-03 | EVT-078-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-08 | EVT-078-030-13 | buyer | security review remains seller-owned",
+    "2026-07-13 | EVT-078-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-18 | EVT-078-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-23 | EVT-078-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-28 | EVT-078-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-02 | EVT-078-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-07 | EVT-078-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-12 | EVT-078-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-17 | EVT-078-030-21 | buyer | security review remains seller-owned",
+    "2026-08-22 | EVT-078-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-27 | EVT-078-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-01 | EVT-078-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-06 | EVT-078-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-11 | EVT-078-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-16 | EVT-078-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-21 | EVT-078-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-26 | EVT-078-030-29 | buyer | security review remains seller-owned",
+    "2026-10-01 | EVT-078-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-06 | EVT-078-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-11 | EVT-078-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-16 | EVT-078-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-21 | EVT-078-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-078-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-078-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-01"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/031_sbp-078-15_04_gong_briefs.html b/task_files/sb100-078-riverbank-succession/04_gong_briefs/031_sbp-078-15_04_gong_briefs.html
new file mode 100644
index 0000000000000000000000000000000000000000..fcff4ff061c4345d7915f6246184a5fde271a55d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/031_sbp-078-15_04_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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Labs&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;04_gong_briefs&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Labs&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 3929664,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-11-06&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-10 | EVT-078-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-15 | EVT-078-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-20 | EVT-078-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-25 | EVT-078-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-30 | EVT-078-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-04 | EVT-078-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-09 | EVT-078-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-14 | EVT-078-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-19 | EVT-078-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-24 | EVT-078-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-29 | EVT-078-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-04 | EVT-078-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-09 | EVT-078-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-14 | EVT-078-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-19 | EVT-078-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-24 | EVT-078-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-29 | EVT-078-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-03 | EVT-078-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-08 | EVT-078-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-13 | EVT-078-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-18 | EVT-078-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-23 | EVT-078-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-28 | EVT-078-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-02 | EVT-078-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-07 | EVT-078-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-12 | EVT-078-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-17 | EVT-078-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-22 | EVT-078-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-27 | EVT-078-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-02 | EVT-078-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-07 | EVT-078-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-12 | EVT-078-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-17 | EVT-078-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-22 | EVT-078-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000014&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-02&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>
diff --git a/task_files/sb100-078-riverbank-succession/04_gong_briefs/032_sbp-078-16_04_gong_briefs.md b/task_files/sb100-078-riverbank-succession/04_gong_briefs/032_sbp-078-16_04_gong_briefs.md
new file mode 100644
index 0000000000000000000000000000000000000000..e2fb73baa2014119893d38c1981384dee938fceb
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/04_gong_briefs/032_sbp-078-16_04_gong_briefs.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-16",
+    "account_name": "Palisade Industries",
+    "salesforce_account_id": "001SB078000015",
+    "salesforce_opportunity_id": "006SB078000015",
+    "hubspot_company_id": "8007810015",
+    "hubspot_deal_id": "8007820015",
+    "gong_evidence_id": "GE-078-16",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "04_gong_briefs",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Palisade Industries",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 4066777,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-13",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-078-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-16 | EVT-078-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-21 | EVT-078-032-3 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-078-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-078-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-078-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-078-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-078-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-078-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-078-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-078-032-11 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-078-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-078-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-078-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-078-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-078-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-078-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-078-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-078-032-19 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-078-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-078-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-078-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-078-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-078-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-078-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-078-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-078-032-27 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-078-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-078-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-078-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-078-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-078-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-078-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-078-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/033_sbp-078-01_05_org_charts.md b/task_files/sb100-078-riverbank-succession/05_org_charts/033_sbp-078-01_05_org_charts.md
new file mode 100644
index 0000000000000000000000000000000000000000..c4031805d2b77f7b7750d89cb2df66b92f5ae0c6
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/033_sbp-078-01_05_org_charts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-01",
+    "account_name": "Alder Collective",
+    "salesforce_account_id": "001SB078000000",
+    "salesforce_opportunity_id": "006SB078000000",
+    "hubspot_company_id": "8007810000",
+    "hubspot_deal_id": "8007820000",
+    "gong_evidence_id": "GE-078-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "05_org_charts",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Alder Collective",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2010082,
+    "stage": "Prospecting",
+    "close_date": "2026-11-16",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-078-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-17 | EVT-078-033-2 | seller | security review remains seller-owned",
+      "2026-05-22 | EVT-078-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-078-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-078-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-078-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-078-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-078-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-078-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-078-033-10 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-078-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-078-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-078-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-078-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-078-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-078-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-078-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-078-033-18 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-078-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-078-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-078-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-078-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-078-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-078-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-078-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-078-033-26 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-078-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-078-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-078-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-078-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-078-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-078-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-078-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-078-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/034_sbp-078-02_05_org_charts.txt b/task_files/sb100-078-riverbank-succession/05_org_charts/034_sbp-078-02_05_org_charts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..9c1d70b302bc017d1bf3f2e9a3697f995df10828
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/034_sbp-078-02_05_org_charts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-02",
+    "account_name": "Beacon Works",
+    "salesforce_account_id": "001SB078000001",
+    "salesforce_opportunity_id": "006SB078000001",
+    "hubspot_company_id": "8007810001",
+    "hubspot_deal_id": "8007820001",
+    "gong_evidence_id": "GE-078-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "05_org_charts",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Beacon Works",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2147195,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-23",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-078-034-1 | buyer | security review remains seller-owned",
+      "2026-05-18 | EVT-078-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-23 | EVT-078-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-28 | EVT-078-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-02 | EVT-078-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-07 | EVT-078-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-12 | EVT-078-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-078-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-078-034-9 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-078-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-078-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-078-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-078-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-078-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-078-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-078-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-078-034-17 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-078-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-078-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-078-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-078-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-078-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-078-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-078-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-078-034-25 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-078-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-078-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-078-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-078-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-078-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-078-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-078-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-078-034-33 | buyer | security review remains seller-owned",
+      "2026-10-25 | EVT-078-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/035_sbp-078-03_05_org_charts.json b/task_files/sb100-078-riverbank-succession/05_org_charts/035_sbp-078-03_05_org_charts.json
new file mode 100644
index 0000000000000000000000000000000000000000..c405f386b7ec59f2780fa007614301627925efd4
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/035_sbp-078-03_05_org_charts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2284308,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-11-30",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Technologies",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-078-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Technical Evaluator"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-14 | EVT-078-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-19 | EVT-078-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-24 | EVT-078-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-078-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-078-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-078-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-078-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-078-035-8 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-078-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-078-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-078-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-078-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-078-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-078-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-078-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-078-035-16 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-078-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-078-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-078-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-078-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-078-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-078-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-078-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-078-035-24 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-078-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-078-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-078-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-078-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-078-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-078-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-078-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-078-035-32 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-078-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-078-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Technologies",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "05_org_charts",
+    "gong_evidence_id": "GE-078-03",
+    "hubspot_company_id": "8007810002",
+    "hubspot_deal_id": "8007820002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-03",
+    "salesforce_account_id": "001SB078000002",
+    "salesforce_opportunity_id": "006SB078000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/036_sbp-078-04_05_org_charts.csv b/task_files/sb100-078-riverbank-succession/05_org_charts/036_sbp-078-04_05_org_charts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..44d4f1094c31f4519dbed175545cf5763df0c453
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/036_sbp-078-04_05_org_charts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-04"""
+record_control,account_name,"""Dovetail Services"""
+record_control,salesforce_account_id,"""001SB078000003"""
+record_control,salesforce_opportunity_id,"""006SB078000003"""
+record_control,hubspot_company_id,"""8007810003"""
+record_control,hubspot_deal_id,"""8007820003"""
+record_control,gong_evidence_id,"""GE-078-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""05_org_charts"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Dovetail Services"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,2421421
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-12-07"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-15 | EVT-078-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-20 | EVT-078-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-25 | EVT-078-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-30 | EVT-078-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-04 | EVT-078-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-09 | EVT-078-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-14 | EVT-078-036-7 | buyer | security review remains seller-owned"", ""2026-06-19 | EVT-078-036-8 | seller | champion requested a revised mutual action plan"", ""2026-06-24 | EVT-078-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-29 | EVT-078-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-04 | EVT-078-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-09 | EVT-078-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-14 | EVT-078-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-19 | EVT-078-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-24 | EVT-078-036-15 | buyer | security review remains seller-owned"", ""2026-07-29 | EVT-078-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-03 | EVT-078-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-08 | EVT-078-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-13 | EVT-078-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-18 | EVT-078-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-23 | EVT-078-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-28 | EVT-078-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-02 | EVT-078-036-23 | buyer | security review remains seller-owned"", ""2026-09-07 | EVT-078-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-12 | EVT-078-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-17 | EVT-078-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-22 | EVT-078-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-27 | EVT-078-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-02 | EVT-078-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-07 | EVT-078-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-12 | EVT-078-036-31 | buyer | security review remains seller-owned"", ""2026-10-17 | EVT-078-036-32 | seller | champion requested a revised mutual action plan"", ""2026-10-22 | EVT-078-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-27 | EVT-078-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-078-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8007830003"""
+decision,authorized_field,"""buying_role"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Procurement"""
+decision,reason,"""SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-03"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/037_sbp-078-05_05_org_charts.eml b/task_files/sb100-078-riverbank-succession/05_org_charts/037_sbp-078-05_05_org_charts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..aac5552da96d4e25d948f964309d1ce9c3927de7
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/037_sbp-078-05_05_org_charts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-05 / 05_org_charts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-05",
+    "account_name": "Evergreen Ventures",
+    "salesforce_account_id": "001SB078000004",
+    "salesforce_opportunity_id": "006SB078000004",
+    "hubspot_company_id": "8007810004",
+    "hubspot_deal_id": "8007820004",
+    "gong_evidence_id": "GE-078-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "05_org_charts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Evergreen Ventures",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2558534,
+    "stage": "Prospecting",
+    "close_date": "2026-12-14",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-078-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-21 | EVT-078-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-26 | EVT-078-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-078-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-078-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-078-037-6 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-078-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-078-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-078-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-078-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-078-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-078-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-078-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-078-037-14 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-078-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-078-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-078-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-078-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-078-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-078-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-078-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-078-037-22 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-078-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-078-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-078-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-078-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-078-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-078-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-078-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-078-037-30 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-078-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-078-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-078-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-078-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000004",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-04"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/038_sbp-078-06_05_org_charts.xml b/task_files/sb100-078-riverbank-succession/05_org_charts/038_sbp-078-06_05_org_charts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0160a4bb776c62b4308fb9f838fb35a19cedb1b1
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/038_sbp-078-06_05_org_charts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-06",
+  "account_name": "Foxglove Enterprises",
+  "salesforce_account_id": "001SB078000005",
+  "salesforce_opportunity_id": "006SB078000005",
+  "hubspot_company_id": "8007810005",
+  "hubspot_deal_id": "8007820005",
+  "gong_evidence_id": "GE-078-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "05_org_charts",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Foxglove Enterprises",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 2695647,
+  "stage": "Technical Validation",
+  "close_date": "2026-09-04",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-17 | EVT-078-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-22 | EVT-078-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-27 | EVT-078-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-01 | EVT-078-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-06 | EVT-078-038-5 | buyer | security review remains seller-owned",
+    "2026-06-11 | EVT-078-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-16 | EVT-078-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-21 | EVT-078-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-26 | EVT-078-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-01 | EVT-078-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-06 | EVT-078-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-11 | EVT-078-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-16 | EVT-078-038-13 | buyer | security review remains seller-owned",
+    "2026-07-21 | EVT-078-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-26 | EVT-078-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-31 | EVT-078-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-05 | EVT-078-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-10 | EVT-078-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-15 | EVT-078-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-20 | EVT-078-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-25 | EVT-078-038-21 | buyer | security review remains seller-owned",
+    "2026-08-30 | EVT-078-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-04 | EVT-078-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-09 | EVT-078-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-14 | EVT-078-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-19 | EVT-078-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-24 | EVT-078-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-29 | EVT-078-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-04 | EVT-078-038-29 | buyer | security review remains seller-owned",
+    "2026-10-09 | EVT-078-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-14 | EVT-078-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-19 | EVT-078-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-24 | EVT-078-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-29 | EVT-078-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-078-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8007830005",
+  "authorized_field": "buying_role",
+  "current_value": "Unknown",
+  "required_value": "Champion",
+  "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-05"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/039_sbp-078-07_05_org_charts.html b/task_files/sb100-078-riverbank-succession/05_org_charts/039_sbp-078-07_05_org_charts.html
new file mode 100644
index 0000000000000000000000000000000000000000..bc0c75db80752a8cea8e052174bdb177b13b1f48
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/039_sbp-078-07_05_org_charts.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Cooperative&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;05_org_charts&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Cooperative&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 2832760,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-09-11&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-18 | EVT-078-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-23 | EVT-078-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-28 | EVT-078-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-02 | EVT-078-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-07 | EVT-078-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-12 | EVT-078-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-17 | EVT-078-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-22 | EVT-078-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-27 | EVT-078-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-02 | EVT-078-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-07 | EVT-078-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-12 | EVT-078-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-17 | EVT-078-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-22 | EVT-078-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-27 | EVT-078-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-01 | EVT-078-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-06 | EVT-078-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-11 | EVT-078-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-16 | EVT-078-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-21 | EVT-078-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-26 | EVT-078-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-31 | EVT-078-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-05 | EVT-078-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-10 | EVT-078-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-15 | EVT-078-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-20 | EVT-078-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-25 | EVT-078-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-30 | EVT-078-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-05 | EVT-078-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-10 | EVT-078-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-15 | EVT-078-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-20 | EVT-078-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-25 | EVT-078-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-30 | EVT-078-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000006&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-08-31&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>
diff --git a/task_files/sb100-078-riverbank-succession/05_org_charts/040_sbp-078-08_05_org_charts.md b/task_files/sb100-078-riverbank-succession/05_org_charts/040_sbp-078-08_05_org_charts.md
new file mode 100644
index 0000000000000000000000000000000000000000..3890254d3571cc8fe5e36eef5cd8c623dc743935
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/05_org_charts/040_sbp-078-08_05_org_charts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-08",
+    "account_name": "Harbor Platform",
+    "salesforce_account_id": "001SB078000007",
+    "salesforce_opportunity_id": "006SB078000007",
+    "hubspot_company_id": "8007810007",
+    "hubspot_deal_id": "8007820007",
+    "gong_evidence_id": "GE-078-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "05_org_charts",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Harbor Platform",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2969873,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-18",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-078-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-24 | EVT-078-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-29 | EVT-078-040-3 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-078-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-078-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-078-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-078-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-078-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-078-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-078-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-078-040-11 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-078-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-078-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-078-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-078-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-078-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-078-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-078-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-078-040-19 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-078-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-078-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-078-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-078-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-078-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-078-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-078-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-078-040-27 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-078-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-078-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-078-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-078-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-078-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-078-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-078-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/041_sbp-078-09_06_engagement.md b/task_files/sb100-078-riverbank-succession/06_engagement/041_sbp-078-09_06_engagement.md
new file mode 100644
index 0000000000000000000000000000000000000000..5832815dff7531edde68aa8534a1ee30e15c4c4f
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/041_sbp-078-09_06_engagement.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-09",
+    "account_name": "Indigo Corporation",
+    "salesforce_account_id": "001SB078000008",
+    "salesforce_opportunity_id": "006SB078000008",
+    "hubspot_company_id": "8007810008",
+    "hubspot_deal_id": "8007820008",
+    "gong_evidence_id": "GE-078-09",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "06_engagement",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Indigo Corporation",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3106986,
+    "stage": "Prospecting",
+    "close_date": "2026-09-25",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-078-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-25 | EVT-078-041-2 | seller | security review remains seller-owned",
+      "2026-05-30 | EVT-078-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-078-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-078-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-078-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-078-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-078-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-078-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-078-041-10 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-078-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-078-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-078-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-078-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-078-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-078-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-078-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-078-041-18 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-078-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-078-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-078-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-078-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-078-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-078-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-078-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-078-041-26 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-078-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-078-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-078-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-078-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-078-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-078-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-078-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-078-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/042_sbp-078-10_06_engagement.txt b/task_files/sb100-078-riverbank-succession/06_engagement/042_sbp-078-10_06_engagement.txt
new file mode 100644
index 0000000000000000000000000000000000000000..c0017ffbd17d54e1860a94439a48d883132bbbc7
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/042_sbp-078-10_06_engagement.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-10",
+    "account_name": "Juniper Group",
+    "salesforce_account_id": "001SB078000009",
+    "salesforce_opportunity_id": "006SB078000009",
+    "hubspot_company_id": "8007810009",
+    "hubspot_deal_id": "8007820009",
+    "gong_evidence_id": "GE-078-10",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "06_engagement",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Juniper Group",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3244099,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-02",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-078-042-1 | buyer | security review remains seller-owned",
+      "2026-05-26 | EVT-078-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-31 | EVT-078-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-05 | EVT-078-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-10 | EVT-078-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-15 | EVT-078-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-078-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-078-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-078-042-9 | buyer | security review remains seller-owned",
+      "2026-07-05 | EVT-078-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-078-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-078-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-078-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-078-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-078-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-078-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-078-042-17 | buyer | security review remains seller-owned",
+      "2026-08-14 | EVT-078-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-078-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-078-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-078-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-078-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-078-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-078-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-078-042-25 | buyer | security review remains seller-owned",
+      "2026-09-23 | EVT-078-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-078-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-078-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-078-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-078-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-078-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-078-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-078-042-33 | buyer | security review remains seller-owned",
+      "2026-11-02 | EVT-078-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830009",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/043_sbp-078-11_06_engagement.json b/task_files/sb100-078-riverbank-succession/06_engagement/043_sbp-078-11_06_engagement.json
new file mode 100644
index 0000000000000000000000000000000000000000..43036b3f3d61dfddb8108d3503c02932366284bf
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/043_sbp-078-11_06_engagement.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3381212,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-10-09",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Holdings",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-04",
+    "decision_code": "CHG-078-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Economic Buyer"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-22 | EVT-078-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-078-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-078-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-078-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-078-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-078-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-078-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-078-043-8 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-078-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-078-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-078-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-078-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-078-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-078-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-078-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-078-043-16 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-078-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-078-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-078-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-078-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-078-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-078-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-078-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-078-043-24 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-078-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-078-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-078-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-078-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-078-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-078-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-078-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-078-043-32 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-078-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-078-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Holdings",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "06_engagement",
+    "gong_evidence_id": "GE-078-11",
+    "hubspot_company_id": "8007810010",
+    "hubspot_deal_id": "8007820010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-11",
+    "salesforce_account_id": "001SB078000010",
+    "salesforce_opportunity_id": "006SB078000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/044_sbp-078-12_06_engagement.csv b/task_files/sb100-078-riverbank-succession/06_engagement/044_sbp-078-12_06_engagement.csv
new file mode 100644
index 0000000000000000000000000000000000000000..68e04463aa4b5778c1e86c79cf45f7cb05b0e202
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/044_sbp-078-12_06_engagement.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-12"""
+record_control,account_name,"""Lantern Systems"""
+record_control,salesforce_account_id,"""001SB078000011"""
+record_control,salesforce_opportunity_id,"""006SB078000011"""
+record_control,hubspot_company_id,"""8007810011"""
+record_control,hubspot_deal_id,"""8007820011"""
+record_control,gong_evidence_id,"""GE-078-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""06_engagement"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Lantern Systems"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,3518325
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-10-16"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-23 | EVT-078-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-28 | EVT-078-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-02 | EVT-078-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-07 | EVT-078-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-12 | EVT-078-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-17 | EVT-078-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-22 | EVT-078-044-7 | buyer | security review remains seller-owned"", ""2026-06-27 | EVT-078-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-02 | EVT-078-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-07 | EVT-078-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-12 | EVT-078-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-17 | EVT-078-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-22 | EVT-078-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-27 | EVT-078-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-01 | EVT-078-044-15 | buyer | security review remains seller-owned"", ""2026-08-06 | EVT-078-044-16 | seller | champion requested a revised mutual action plan"", ""2026-08-11 | EVT-078-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-16 | EVT-078-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-21 | EVT-078-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-26 | EVT-078-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-31 | EVT-078-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-05 | EVT-078-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-10 | EVT-078-044-23 | buyer | security review remains seller-owned"", ""2026-09-15 | EVT-078-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-20 | EVT-078-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-25 | EVT-078-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-30 | EVT-078-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-05 | EVT-078-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-10 | EVT-078-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-15 | EVT-078-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-20 | EVT-078-044-31 | buyer | security review remains seller-owned"", ""2026-10-25 | EVT-078-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-30 | EVT-078-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-04 | EVT-078-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-078-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-078-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-05"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/045_sbp-078-13_06_engagement.eml b/task_files/sb100-078-riverbank-succession/06_engagement/045_sbp-078-13_06_engagement.eml
new file mode 100644
index 0000000000000000000000000000000000000000..d5716138259e9dd397533fff4dd823f789332259
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/045_sbp-078-13_06_engagement.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-13 / 06_engagement
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-13",
+    "account_name": "Meridian Partners",
+    "salesforce_account_id": "001SB078000012",
+    "salesforce_opportunity_id": "006SB078000012",
+    "hubspot_company_id": "8007810012",
+    "hubspot_deal_id": "8007820012",
+    "gong_evidence_id": "GE-078-13",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "06_engagement",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Meridian Partners",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3655438,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-078-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-29 | EVT-078-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-03 | EVT-078-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-078-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-078-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-078-045-6 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-078-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-078-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-078-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-078-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-078-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-078-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-078-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-078-045-14 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-078-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-078-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-078-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-078-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-078-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-078-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-078-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-078-045-22 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-078-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-078-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-078-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-078-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-078-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-078-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-078-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-078-045-30 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-078-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-078-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-078-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-078-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/046_sbp-078-14_06_engagement.xml b/task_files/sb100-078-riverbank-succession/06_engagement/046_sbp-078-14_06_engagement.xml
new file mode 100644
index 0000000000000000000000000000000000000000..b80f47658d41e9f586bffbc93f861b4e735161fa
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/046_sbp-078-14_06_engagement.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-14",
+  "account_name": "Northstar Networks",
+  "salesforce_account_id": "001SB078000013",
+  "salesforce_opportunity_id": "006SB078000013",
+  "hubspot_company_id": "8007810013",
+  "hubspot_deal_id": "8007820013",
+  "gong_evidence_id": "GE-078-14",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "06_engagement",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Northstar Networks",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 3792551,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-30",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-25 | EVT-078-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-30 | EVT-078-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-04 | EVT-078-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-09 | EVT-078-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-14 | EVT-078-046-5 | buyer | security review remains seller-owned",
+    "2026-06-19 | EVT-078-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-24 | EVT-078-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-29 | EVT-078-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-04 | EVT-078-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-09 | EVT-078-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-14 | EVT-078-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-19 | EVT-078-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-24 | EVT-078-046-13 | buyer | security review remains seller-owned",
+    "2026-07-29 | EVT-078-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-03 | EVT-078-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-08 | EVT-078-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-13 | EVT-078-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-18 | EVT-078-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-23 | EVT-078-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-28 | EVT-078-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-02 | EVT-078-046-21 | buyer | security review remains seller-owned",
+    "2026-09-07 | EVT-078-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-12 | EVT-078-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-17 | EVT-078-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-22 | EVT-078-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-27 | EVT-078-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-02 | EVT-078-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-07 | EVT-078-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-12 | EVT-078-046-29 | buyer | security review remains seller-owned",
+    "2026-10-17 | EVT-078-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-22 | EVT-078-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-27 | EVT-078-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-01 | EVT-078-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-06 | EVT-078-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-078-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-078-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-01"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/047_sbp-078-15_06_engagement.html b/task_files/sb100-078-riverbank-succession/06_engagement/047_sbp-078-15_06_engagement.html
new file mode 100644
index 0000000000000000000000000000000000000000..56e4e427ab792a535ca20f73ff813120da613592
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/047_sbp-078-15_06_engagement.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Labs&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;06_engagement&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Labs&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 3929664,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-11-06&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-26 | EVT-078-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-31 | EVT-078-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-05 | EVT-078-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-10 | EVT-078-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-15 | EVT-078-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-20 | EVT-078-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-25 | EVT-078-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-30 | EVT-078-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-05 | EVT-078-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-10 | EVT-078-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-15 | EVT-078-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-20 | EVT-078-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-25 | EVT-078-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-30 | EVT-078-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-04 | EVT-078-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-09 | EVT-078-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-14 | EVT-078-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-19 | EVT-078-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-24 | EVT-078-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-29 | EVT-078-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-03 | EVT-078-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-08 | EVT-078-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-13 | EVT-078-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-18 | EVT-078-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-23 | EVT-078-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-28 | EVT-078-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-03 | EVT-078-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-08 | EVT-078-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-13 | EVT-078-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-18 | EVT-078-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-23 | EVT-078-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-28 | EVT-078-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-02 | EVT-078-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-07 | EVT-078-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000014&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-02&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>
diff --git a/task_files/sb100-078-riverbank-succession/06_engagement/048_sbp-078-16_06_engagement.md b/task_files/sb100-078-riverbank-succession/06_engagement/048_sbp-078-16_06_engagement.md
new file mode 100644
index 0000000000000000000000000000000000000000..7c07b2dd0dc1454f1800e492c4c284a3811705c3
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/06_engagement/048_sbp-078-16_06_engagement.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-16",
+    "account_name": "Palisade Industries",
+    "salesforce_account_id": "001SB078000015",
+    "salesforce_opportunity_id": "006SB078000015",
+    "hubspot_company_id": "8007810015",
+    "hubspot_deal_id": "8007820015",
+    "gong_evidence_id": "GE-078-16",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "06_engagement",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Palisade Industries",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 4066777,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-13",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-078-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-01 | EVT-078-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-06 | EVT-078-048-3 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-078-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-078-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-078-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-078-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-078-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-078-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-078-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-078-048-11 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-078-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-078-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-078-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-078-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-078-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-078-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-078-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-078-048-19 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-078-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-078-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-078-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-078-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-078-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-078-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-078-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-078-048-27 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-078-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-078-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-078-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-078-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-078-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-078-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-078-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/07_products/049_sbp-078-01_07_products.md b/task_files/sb100-078-riverbank-succession/07_products/049_sbp-078-01_07_products.md
new file mode 100644
index 0000000000000000000000000000000000000000..27d98df19d16757c6750bbb2a6f29fe46e8232d2
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/049_sbp-078-01_07_products.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-01",
+    "account_name": "Alder Collective",
+    "salesforce_account_id": "001SB078000000",
+    "salesforce_opportunity_id": "006SB078000000",
+    "hubspot_company_id": "8007810000",
+    "hubspot_deal_id": "8007820000",
+    "gong_evidence_id": "GE-078-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "07_products",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Alder Collective",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2010082,
+    "stage": "Prospecting",
+    "close_date": "2026-11-16",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-078-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-078-049-2 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-078-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-078-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-078-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-078-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-078-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-078-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-078-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-078-049-10 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-078-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-078-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-078-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-078-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-078-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-078-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-078-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-078-049-18 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-078-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-078-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-078-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-078-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-078-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-078-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-078-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-078-049-26 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-078-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-078-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-078-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-078-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-078-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-078-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-078-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-078-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/07_products/050_sbp-078-02_07_products.txt b/task_files/sb100-078-riverbank-succession/07_products/050_sbp-078-02_07_products.txt
new file mode 100644
index 0000000000000000000000000000000000000000..39a6e2e66bb1366582a1151761016da914ef7906
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/050_sbp-078-02_07_products.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-02",
+    "account_name": "Beacon Works",
+    "salesforce_account_id": "001SB078000001",
+    "salesforce_opportunity_id": "006SB078000001",
+    "hubspot_company_id": "8007810001",
+    "hubspot_deal_id": "8007820001",
+    "gong_evidence_id": "GE-078-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "07_products",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Beacon Works",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2147195,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-23",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-078-050-1 | buyer | security review remains seller-owned",
+      "2026-06-03 | EVT-078-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-08 | EVT-078-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-13 | EVT-078-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-078-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-078-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-078-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-078-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-078-050-9 | buyer | security review remains seller-owned",
+      "2026-07-13 | EVT-078-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-078-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-078-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-078-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-078-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-078-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-078-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-078-050-17 | buyer | security review remains seller-owned",
+      "2026-08-22 | EVT-078-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-078-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-078-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-078-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-078-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-078-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-078-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-078-050-25 | buyer | security review remains seller-owned",
+      "2026-10-01 | EVT-078-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-078-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-078-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-078-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-078-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-078-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-078-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-078-050-33 | buyer | security review remains seller-owned",
+      "2026-11-10 | EVT-078-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/07_products/051_sbp-078-03_07_products.json b/task_files/sb100-078-riverbank-succession/07_products/051_sbp-078-03_07_products.json
new file mode 100644
index 0000000000000000000000000000000000000000..dbed696fe46f142108dbbf1f98b10dafd7ab3685
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/051_sbp-078-03_07_products.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2284308,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-11-30",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Technologies",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-078-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Technical Evaluator"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-30 | EVT-078-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-078-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-078-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-078-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-078-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-078-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-078-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-078-051-8 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-078-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-078-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-078-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-078-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-078-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-078-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-078-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-078-051-16 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-078-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-078-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-078-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-078-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-078-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-078-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-078-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-078-051-24 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-078-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-078-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-078-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-078-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-078-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-078-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-078-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-078-051-32 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-078-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-078-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Technologies",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "07_products",
+    "gong_evidence_id": "GE-078-03",
+    "hubspot_company_id": "8007810002",
+    "hubspot_deal_id": "8007820002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-03",
+    "salesforce_account_id": "001SB078000002",
+    "salesforce_opportunity_id": "006SB078000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/07_products/052_sbp-078-04_07_products.csv b/task_files/sb100-078-riverbank-succession/07_products/052_sbp-078-04_07_products.csv
new file mode 100644
index 0000000000000000000000000000000000000000..4c942dfe345b9a9e4a852a363e610f454af1e330
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/052_sbp-078-04_07_products.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-04"""
+record_control,account_name,"""Dovetail Services"""
+record_control,salesforce_account_id,"""001SB078000003"""
+record_control,salesforce_opportunity_id,"""006SB078000003"""
+record_control,hubspot_company_id,"""8007810003"""
+record_control,hubspot_deal_id,"""8007820003"""
+record_control,gong_evidence_id,"""GE-078-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""07_products"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Dovetail Services"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,2421421
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-12-07"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-31 | EVT-078-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-05 | EVT-078-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-10 | EVT-078-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-15 | EVT-078-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-20 | EVT-078-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-25 | EVT-078-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-30 | EVT-078-052-7 | buyer | security review remains seller-owned"", ""2026-07-05 | EVT-078-052-8 | seller | champion requested a revised mutual action plan"", ""2026-07-10 | EVT-078-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-15 | EVT-078-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-20 | EVT-078-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-25 | EVT-078-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-30 | EVT-078-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-04 | EVT-078-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-09 | EVT-078-052-15 | buyer | security review remains seller-owned"", ""2026-08-14 | EVT-078-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-19 | EVT-078-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-24 | EVT-078-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-29 | EVT-078-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-03 | EVT-078-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-08 | EVT-078-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-13 | EVT-078-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-18 | EVT-078-052-23 | buyer | security review remains seller-owned"", ""2026-09-23 | EVT-078-052-24 | seller | champion requested a revised mutual action plan"", ""2026-09-28 | EVT-078-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-03 | EVT-078-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-08 | EVT-078-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-13 | EVT-078-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-18 | EVT-078-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-23 | EVT-078-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-28 | EVT-078-052-31 | buyer | security review remains seller-owned"", ""2026-11-02 | EVT-078-052-32 | seller | champion requested a revised mutual action plan"", ""2026-11-07 | EVT-078-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-12 | EVT-078-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-078-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8007830003"""
+decision,authorized_field,"""buying_role"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Procurement"""
+decision,reason,"""SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-03"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/07_products/053_sbp-078-05_07_products.eml b/task_files/sb100-078-riverbank-succession/07_products/053_sbp-078-05_07_products.eml
new file mode 100644
index 0000000000000000000000000000000000000000..a6b0ece77bb34b91546eb4ac4593784be393552a
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/053_sbp-078-05_07_products.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-05 / 07_products
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-05",
+    "account_name": "Evergreen Ventures",
+    "salesforce_account_id": "001SB078000004",
+    "salesforce_opportunity_id": "006SB078000004",
+    "hubspot_company_id": "8007810004",
+    "hubspot_deal_id": "8007820004",
+    "gong_evidence_id": "GE-078-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "07_products",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Evergreen Ventures",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2558534,
+    "stage": "Prospecting",
+    "close_date": "2026-12-14",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-078-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-078-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-078-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-078-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-078-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-078-053-6 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-078-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-078-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-078-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-078-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-078-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-078-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-078-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-078-053-14 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-078-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-078-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-078-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-078-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-078-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-078-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-078-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-078-053-22 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-078-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-078-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-078-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-078-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-078-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-078-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-078-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-078-053-30 | seller | security review remains seller-owned",
+      "2026-10-29 | EVT-078-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-078-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-08 | EVT-078-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-13 | EVT-078-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000004",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-04"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/07_products/054_sbp-078-06_07_products.xml b/task_files/sb100-078-riverbank-succession/07_products/054_sbp-078-06_07_products.xml
new file mode 100644
index 0000000000000000000000000000000000000000..59aadd06a4593033324a974a725ccf7358e1c0d7
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/054_sbp-078-06_07_products.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-06",
+  "account_name": "Foxglove Enterprises",
+  "salesforce_account_id": "001SB078000005",
+  "salesforce_opportunity_id": "006SB078000005",
+  "hubspot_company_id": "8007810005",
+  "hubspot_deal_id": "8007820005",
+  "gong_evidence_id": "GE-078-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "07_products",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Foxglove Enterprises",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 2695647,
+  "stage": "Technical Validation",
+  "close_date": "2026-09-04",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-02 | EVT-078-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-07 | EVT-078-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-12 | EVT-078-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-17 | EVT-078-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-22 | EVT-078-054-5 | buyer | security review remains seller-owned",
+    "2026-06-27 | EVT-078-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-02 | EVT-078-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-07 | EVT-078-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-12 | EVT-078-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-17 | EVT-078-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-22 | EVT-078-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-27 | EVT-078-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-01 | EVT-078-054-13 | buyer | security review remains seller-owned",
+    "2026-08-06 | EVT-078-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-11 | EVT-078-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-16 | EVT-078-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-21 | EVT-078-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-26 | EVT-078-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-31 | EVT-078-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-05 | EVT-078-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-10 | EVT-078-054-21 | buyer | security review remains seller-owned",
+    "2026-09-15 | EVT-078-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-20 | EVT-078-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-25 | EVT-078-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-30 | EVT-078-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-05 | EVT-078-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-10 | EVT-078-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-15 | EVT-078-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-20 | EVT-078-054-29 | buyer | security review remains seller-owned",
+    "2026-10-25 | EVT-078-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-30 | EVT-078-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-04 | EVT-078-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-09 | EVT-078-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-14 | EVT-078-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-078-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8007830005",
+  "authorized_field": "buying_role",
+  "current_value": "Unknown",
+  "required_value": "Champion",
+  "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-05"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/07_products/055_sbp-078-07_07_products.html b/task_files/sb100-078-riverbank-succession/07_products/055_sbp-078-07_07_products.html
new file mode 100644
index 0000000000000000000000000000000000000000..c465e7af0f9b2ce960bb0a21c5f1adb3c61a2d95
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/055_sbp-078-07_07_products.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Cooperative&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;07_products&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Cooperative&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 2832760,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-09-11&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-03 | EVT-078-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-08 | EVT-078-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-13 | EVT-078-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-18 | EVT-078-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-23 | EVT-078-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-28 | EVT-078-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-03 | EVT-078-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-08 | EVT-078-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-13 | EVT-078-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-18 | EVT-078-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-23 | EVT-078-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-28 | EVT-078-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-02 | EVT-078-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-07 | EVT-078-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-12 | EVT-078-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-17 | EVT-078-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-22 | EVT-078-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-27 | EVT-078-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-01 | EVT-078-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-06 | EVT-078-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-11 | EVT-078-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-16 | EVT-078-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-21 | EVT-078-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-26 | EVT-078-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-01 | EVT-078-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-06 | EVT-078-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-11 | EVT-078-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-16 | EVT-078-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-21 | EVT-078-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-26 | EVT-078-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-31 | EVT-078-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-05 | EVT-078-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-10 | EVT-078-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-15 | EVT-078-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000006&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-08-31&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>
diff --git a/task_files/sb100-078-riverbank-succession/07_products/056_sbp-078-08_07_products.md b/task_files/sb100-078-riverbank-succession/07_products/056_sbp-078-08_07_products.md
new file mode 100644
index 0000000000000000000000000000000000000000..f5d125f82ee4c648df0ab9274cf9b98ae1455277
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/07_products/056_sbp-078-08_07_products.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-08",
+    "account_name": "Harbor Platform",
+    "salesforce_account_id": "001SB078000007",
+    "salesforce_opportunity_id": "006SB078000007",
+    "hubspot_company_id": "8007810007",
+    "hubspot_deal_id": "8007820007",
+    "gong_evidence_id": "GE-078-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "07_products",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Harbor Platform",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2969873,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-18",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-078-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-09 | EVT-078-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-078-056-3 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-078-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-078-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-078-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-078-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-078-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-078-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-078-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-078-056-11 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-078-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-078-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-078-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-078-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-078-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-078-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-078-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-078-056-19 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-078-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-078-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-078-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-078-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-078-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-078-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-078-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-078-056-27 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-078-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-078-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-078-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-078-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-078-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-078-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-078-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/057_sbp-078-09_08_competition.md b/task_files/sb100-078-riverbank-succession/08_competition/057_sbp-078-09_08_competition.md
new file mode 100644
index 0000000000000000000000000000000000000000..368faea36ddb20e61a21d756131fd603a1859248
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/057_sbp-078-09_08_competition.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-09",
+    "account_name": "Indigo Corporation",
+    "salesforce_account_id": "001SB078000008",
+    "salesforce_opportunity_id": "006SB078000008",
+    "hubspot_company_id": "8007810008",
+    "hubspot_deal_id": "8007820008",
+    "gong_evidence_id": "GE-078-09",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "08_competition",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Indigo Corporation",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3106986,
+    "stage": "Prospecting",
+    "close_date": "2026-09-25",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-078-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-078-057-2 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-078-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-078-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-078-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-078-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-078-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-078-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-078-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-078-057-10 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-078-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-078-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-078-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-078-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-078-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-078-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-078-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-078-057-18 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-078-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-078-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-078-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-078-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-078-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-078-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-078-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-078-057-26 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-078-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-078-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-078-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-078-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-078-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-078-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-078-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-078-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/058_sbp-078-10_08_competition.txt b/task_files/sb100-078-riverbank-succession/08_competition/058_sbp-078-10_08_competition.txt
new file mode 100644
index 0000000000000000000000000000000000000000..9c4056dc7a69ff4a95dc74a94f5aa26ee3b4246e
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/058_sbp-078-10_08_competition.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-10",
+    "account_name": "Juniper Group",
+    "salesforce_account_id": "001SB078000009",
+    "salesforce_opportunity_id": "006SB078000009",
+    "hubspot_company_id": "8007810009",
+    "hubspot_deal_id": "8007820009",
+    "gong_evidence_id": "GE-078-10",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "08_competition",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Juniper Group",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3244099,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-02",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-06 | EVT-078-058-1 | buyer | security review remains seller-owned",
+      "2026-06-11 | EVT-078-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-078-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-078-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-078-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-078-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-078-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-078-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-078-058-9 | buyer | security review remains seller-owned",
+      "2026-07-21 | EVT-078-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-078-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-078-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-078-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-078-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-078-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-078-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-078-058-17 | buyer | security review remains seller-owned",
+      "2026-08-30 | EVT-078-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-078-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-078-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-078-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-078-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-078-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-078-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-078-058-25 | buyer | security review remains seller-owned",
+      "2026-10-09 | EVT-078-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-078-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-078-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-078-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-078-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-078-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-078-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-13 | EVT-078-058-33 | buyer | security review remains seller-owned",
+      "2026-11-18 | EVT-078-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830009",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/059_sbp-078-11_08_competition.json b/task_files/sb100-078-riverbank-succession/08_competition/059_sbp-078-11_08_competition.json
new file mode 100644
index 0000000000000000000000000000000000000000..7ecbeeebd39fb52103e525e4e2b0e0a9ff25fd2d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/059_sbp-078-11_08_competition.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3381212,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-10-09",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Holdings",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-04",
+    "decision_code": "CHG-078-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Economic Buyer"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-07 | EVT-078-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-078-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-078-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-078-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-078-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-078-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-078-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-078-059-8 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-078-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-078-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-078-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-078-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-078-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-078-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-078-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-078-059-16 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-078-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-078-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-078-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-078-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-078-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-078-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-078-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-078-059-24 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-078-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-078-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-078-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-078-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-078-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-078-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-078-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-078-059-32 | seller | security review remains seller-owned",
+      "2026-11-14 | EVT-078-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-19 | EVT-078-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Holdings",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "08_competition",
+    "gong_evidence_id": "GE-078-11",
+    "hubspot_company_id": "8007810010",
+    "hubspot_deal_id": "8007820010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-11",
+    "salesforce_account_id": "001SB078000010",
+    "salesforce_opportunity_id": "006SB078000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/060_sbp-078-12_08_competition.csv b/task_files/sb100-078-riverbank-succession/08_competition/060_sbp-078-12_08_competition.csv
new file mode 100644
index 0000000000000000000000000000000000000000..90807925bd49cfe18250565a2988fd1017036a9a
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/060_sbp-078-12_08_competition.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-12"""
+record_control,account_name,"""Lantern Systems"""
+record_control,salesforce_account_id,"""001SB078000011"""
+record_control,salesforce_opportunity_id,"""006SB078000011"""
+record_control,hubspot_company_id,"""8007810011"""
+record_control,hubspot_deal_id,"""8007820011"""
+record_control,gong_evidence_id,"""GE-078-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""08_competition"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Lantern Systems"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,3518325
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-10-16"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-08 | EVT-078-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-13 | EVT-078-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-18 | EVT-078-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-23 | EVT-078-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-28 | EVT-078-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-03 | EVT-078-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-08 | EVT-078-060-7 | buyer | security review remains seller-owned"", ""2026-07-13 | EVT-078-060-8 | seller | champion requested a revised mutual action plan"", ""2026-07-18 | EVT-078-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-23 | EVT-078-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-28 | EVT-078-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-02 | EVT-078-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-07 | EVT-078-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-12 | EVT-078-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-17 | EVT-078-060-15 | buyer | security review remains seller-owned"", ""2026-08-22 | EVT-078-060-16 | seller | champion requested a revised mutual action plan"", ""2026-08-27 | EVT-078-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-01 | EVT-078-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-06 | EVT-078-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-11 | EVT-078-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-16 | EVT-078-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-21 | EVT-078-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-26 | EVT-078-060-23 | buyer | security review remains seller-owned"", ""2026-10-01 | EVT-078-060-24 | seller | champion requested a revised mutual action plan"", ""2026-10-06 | EVT-078-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-11 | EVT-078-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-16 | EVT-078-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-21 | EVT-078-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-26 | EVT-078-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-31 | EVT-078-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-05 | EVT-078-060-31 | buyer | security review remains seller-owned"", ""2026-11-10 | EVT-078-060-32 | seller | champion requested a revised mutual action plan"", ""2026-11-15 | EVT-078-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-20 | EVT-078-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-078-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-078-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-05"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/061_sbp-078-13_08_competition.eml b/task_files/sb100-078-riverbank-succession/08_competition/061_sbp-078-13_08_competition.eml
new file mode 100644
index 0000000000000000000000000000000000000000..36cd15023fd50f2a469edb58e18db9811d515dd5
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/061_sbp-078-13_08_competition.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-13 / 08_competition
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-13",
+    "account_name": "Meridian Partners",
+    "salesforce_account_id": "001SB078000012",
+    "salesforce_opportunity_id": "006SB078000012",
+    "hubspot_company_id": "8007810012",
+    "hubspot_deal_id": "8007820012",
+    "gong_evidence_id": "GE-078-13",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "08_competition",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Meridian Partners",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3655438,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-078-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-078-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-078-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-078-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-078-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-078-061-6 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-078-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-078-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-078-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-078-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-078-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-078-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-078-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-078-061-14 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-078-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-078-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-078-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-078-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-078-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-078-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-078-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-078-061-22 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-078-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-078-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-078-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-078-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-078-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-078-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-27 | EVT-078-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-01 | EVT-078-061-30 | seller | security review remains seller-owned",
+      "2026-11-06 | EVT-078-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-11 | EVT-078-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-16 | EVT-078-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-21 | EVT-078-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/062_sbp-078-14_08_competition.xml b/task_files/sb100-078-riverbank-succession/08_competition/062_sbp-078-14_08_competition.xml
new file mode 100644
index 0000000000000000000000000000000000000000..f22cda269fcb4ccca8dff9fc3f9343b51e703a70
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/062_sbp-078-14_08_competition.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-14",
+  "account_name": "Northstar Networks",
+  "salesforce_account_id": "001SB078000013",
+  "salesforce_opportunity_id": "006SB078000013",
+  "hubspot_company_id": "8007810013",
+  "hubspot_deal_id": "8007820013",
+  "gong_evidence_id": "GE-078-14",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "08_competition",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Northstar Networks",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 3792551,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-30",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-10 | EVT-078-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-15 | EVT-078-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-20 | EVT-078-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-25 | EVT-078-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-30 | EVT-078-062-5 | buyer | security review remains seller-owned",
+    "2026-07-05 | EVT-078-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-10 | EVT-078-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-15 | EVT-078-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-20 | EVT-078-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-25 | EVT-078-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-30 | EVT-078-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-04 | EVT-078-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-09 | EVT-078-062-13 | buyer | security review remains seller-owned",
+    "2026-08-14 | EVT-078-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-19 | EVT-078-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-24 | EVT-078-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-29 | EVT-078-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-03 | EVT-078-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-08 | EVT-078-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-13 | EVT-078-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-18 | EVT-078-062-21 | buyer | security review remains seller-owned",
+    "2026-09-23 | EVT-078-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-28 | EVT-078-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-03 | EVT-078-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-08 | EVT-078-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-13 | EVT-078-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-18 | EVT-078-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-23 | EVT-078-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-28 | EVT-078-062-29 | buyer | security review remains seller-owned",
+    "2026-11-02 | EVT-078-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-07 | EVT-078-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-12 | EVT-078-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-17 | EVT-078-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-22 | EVT-078-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-078-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-078-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-01"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/063_sbp-078-15_08_competition.html b/task_files/sb100-078-riverbank-succession/08_competition/063_sbp-078-15_08_competition.html
new file mode 100644
index 0000000000000000000000000000000000000000..fae54e626ea7d1cda31ce2993bb28a18bfc6c3bb
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/063_sbp-078-15_08_competition.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Labs&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;08_competition&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Labs&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 3929664,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-11-06&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-11 | EVT-078-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-16 | EVT-078-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-21 | EVT-078-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-26 | EVT-078-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-01 | EVT-078-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-06 | EVT-078-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-11 | EVT-078-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-16 | EVT-078-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-21 | EVT-078-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-26 | EVT-078-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-31 | EVT-078-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-05 | EVT-078-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-10 | EVT-078-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-15 | EVT-078-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-20 | EVT-078-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-25 | EVT-078-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-30 | EVT-078-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-04 | EVT-078-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-09 | EVT-078-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-14 | EVT-078-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-19 | EVT-078-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-24 | EVT-078-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-29 | EVT-078-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-04 | EVT-078-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-09 | EVT-078-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-14 | EVT-078-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-19 | EVT-078-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-24 | EVT-078-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-29 | EVT-078-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-03 | EVT-078-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-08 | EVT-078-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-13 | EVT-078-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-18 | EVT-078-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-23 | EVT-078-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000014&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-02&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>
diff --git a/task_files/sb100-078-riverbank-succession/08_competition/064_sbp-078-16_08_competition.md b/task_files/sb100-078-riverbank-succession/08_competition/064_sbp-078-16_08_competition.md
new file mode 100644
index 0000000000000000000000000000000000000000..00f4ed9345ee894bbfd2f96bd015c7c3033cb7b6
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/08_competition/064_sbp-078-16_08_competition.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-16",
+    "account_name": "Palisade Industries",
+    "salesforce_account_id": "001SB078000015",
+    "salesforce_opportunity_id": "006SB078000015",
+    "hubspot_company_id": "8007810015",
+    "hubspot_deal_id": "8007820015",
+    "gong_evidence_id": "GE-078-16",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "08_competition",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Palisade Industries",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 4066777,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-13",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-078-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-17 | EVT-078-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-078-064-3 | buyer | security review remains seller-owned",
+      "2026-06-27 | EVT-078-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-078-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-078-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-078-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-078-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-078-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-078-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-078-064-11 | buyer | security review remains seller-owned",
+      "2026-08-06 | EVT-078-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-078-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-078-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-078-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-078-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-078-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-078-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-078-064-19 | buyer | security review remains seller-owned",
+      "2026-09-15 | EVT-078-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-078-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-078-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-078-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-078-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-078-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-078-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-078-064-27 | buyer | security review remains seller-owned",
+      "2026-10-25 | EVT-078-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-078-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-078-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-078-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-14 | EVT-078-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-19 | EVT-078-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-24 | EVT-078-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/09_support/065_sbp-078-01_09_support.md b/task_files/sb100-078-riverbank-succession/09_support/065_sbp-078-01_09_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..15e2cbdf8f77f53474340765f0a8ba0186026a7b
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/065_sbp-078-01_09_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-01",
+    "account_name": "Alder Collective",
+    "salesforce_account_id": "001SB078000000",
+    "salesforce_opportunity_id": "006SB078000000",
+    "hubspot_company_id": "8007810000",
+    "hubspot_deal_id": "8007820000",
+    "gong_evidence_id": "GE-078-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "09_support",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Alder Collective",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2010082,
+    "stage": "Prospecting",
+    "close_date": "2026-11-16",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-078-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-078-065-2 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-078-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-078-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-078-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-078-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-078-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-078-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-078-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-078-065-10 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-078-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-078-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-078-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-078-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-078-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-078-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-078-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-078-065-18 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-078-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-078-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-078-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-078-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-078-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-078-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-078-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-078-065-26 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-078-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-078-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-078-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-078-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-078-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-078-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-078-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-25 | EVT-078-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/09_support/066_sbp-078-02_09_support.txt b/task_files/sb100-078-riverbank-succession/09_support/066_sbp-078-02_09_support.txt
new file mode 100644
index 0000000000000000000000000000000000000000..cdb7ffaa025dc5b4ee360c7670b3304b9260f271
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/066_sbp-078-02_09_support.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-02",
+    "account_name": "Beacon Works",
+    "salesforce_account_id": "001SB078000001",
+    "salesforce_opportunity_id": "006SB078000001",
+    "hubspot_company_id": "8007810001",
+    "hubspot_deal_id": "8007820001",
+    "gong_evidence_id": "GE-078-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "09_support",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Beacon Works",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2147195,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-23",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-078-066-1 | buyer | security review remains seller-owned",
+      "2026-06-19 | EVT-078-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-078-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-078-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-078-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-078-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-078-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-078-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-078-066-9 | buyer | security review remains seller-owned",
+      "2026-07-29 | EVT-078-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-078-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-078-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-078-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-078-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-078-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-078-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-078-066-17 | buyer | security review remains seller-owned",
+      "2026-09-07 | EVT-078-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-078-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-078-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-078-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-078-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-078-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-078-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-078-066-25 | buyer | security review remains seller-owned",
+      "2026-10-17 | EVT-078-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-078-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-078-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-078-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-078-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-078-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-078-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-078-066-33 | buyer | security review remains seller-owned",
+      "2026-11-26 | EVT-078-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/09_support/067_sbp-078-03_09_support.json b/task_files/sb100-078-riverbank-succession/09_support/067_sbp-078-03_09_support.json
new file mode 100644
index 0000000000000000000000000000000000000000..3e05285b8aad6cba679431e29aa5967509ee8220
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/067_sbp-078-03_09_support.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2284308,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-11-30",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Technologies",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-078-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Technical Evaluator"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-15 | EVT-078-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-078-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-078-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-078-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-078-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-078-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-078-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-078-067-8 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-078-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-078-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-078-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-078-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-078-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-078-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-078-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-078-067-16 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-078-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-078-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-078-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-078-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-078-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-078-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-078-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-078-067-24 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-078-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-078-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-078-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-078-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-078-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-078-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-078-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-078-067-32 | seller | security review remains seller-owned",
+      "2026-11-22 | EVT-078-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-27 | EVT-078-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Technologies",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "09_support",
+    "gong_evidence_id": "GE-078-03",
+    "hubspot_company_id": "8007810002",
+    "hubspot_deal_id": "8007820002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-03",
+    "salesforce_account_id": "001SB078000002",
+    "salesforce_opportunity_id": "006SB078000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/09_support/068_sbp-078-04_09_support.csv b/task_files/sb100-078-riverbank-succession/09_support/068_sbp-078-04_09_support.csv
new file mode 100644
index 0000000000000000000000000000000000000000..8e7f0cea1fc0d7a6400c3fe3615aab7f58d01dde
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/068_sbp-078-04_09_support.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-04"""
+record_control,account_name,"""Dovetail Services"""
+record_control,salesforce_account_id,"""001SB078000003"""
+record_control,salesforce_opportunity_id,"""006SB078000003"""
+record_control,hubspot_company_id,"""8007810003"""
+record_control,hubspot_deal_id,"""8007820003"""
+record_control,gong_evidence_id,"""GE-078-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""09_support"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Dovetail Services"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,2421421
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-12-07"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-16 | EVT-078-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-078-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-078-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-078-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-078-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-078-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-078-068-7 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-078-068-8 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-078-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-078-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-078-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-078-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-078-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-078-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-078-068-15 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-078-068-16 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-078-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-078-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-078-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-078-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-078-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-078-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-078-068-23 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-078-068-24 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-078-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-078-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-24 | EVT-078-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-29 | EVT-078-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-03 | EVT-078-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-08 | EVT-078-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-13 | EVT-078-068-31 | buyer | security review remains seller-owned"", ""2026-11-18 | EVT-078-068-32 | seller | champion requested a revised mutual action plan"", ""2026-11-23 | EVT-078-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-28 | EVT-078-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-078-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8007830003"""
+decision,authorized_field,"""buying_role"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Procurement"""
+decision,reason,"""SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-03"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/09_support/069_sbp-078-05_09_support.eml b/task_files/sb100-078-riverbank-succession/09_support/069_sbp-078-05_09_support.eml
new file mode 100644
index 0000000000000000000000000000000000000000..fa623fc5c4d69ab1f1edf33a65aab902b829172c
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/069_sbp-078-05_09_support.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-05 / 09_support
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-05",
+    "account_name": "Evergreen Ventures",
+    "salesforce_account_id": "001SB078000004",
+    "salesforce_opportunity_id": "006SB078000004",
+    "hubspot_company_id": "8007810004",
+    "hubspot_deal_id": "8007820004",
+    "gong_evidence_id": "GE-078-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "09_support",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Evergreen Ventures",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2558534,
+    "stage": "Prospecting",
+    "close_date": "2026-12-14",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-078-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-078-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-078-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-078-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-078-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-078-069-6 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-078-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-078-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-078-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-078-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-078-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-078-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-078-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-078-069-14 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-078-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-078-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-078-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-078-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-078-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-078-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-078-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-078-069-22 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-078-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-078-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-078-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-078-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-078-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-078-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-04 | EVT-078-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-09 | EVT-078-069-30 | seller | security review remains seller-owned",
+      "2026-11-14 | EVT-078-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-19 | EVT-078-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-24 | EVT-078-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-29 | EVT-078-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000004",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-04"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/09_support/070_sbp-078-06_09_support.xml b/task_files/sb100-078-riverbank-succession/09_support/070_sbp-078-06_09_support.xml
new file mode 100644
index 0000000000000000000000000000000000000000..a450373d7ccacd97adac5e7b29892ce9c5061954
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/070_sbp-078-06_09_support.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-06",
+  "account_name": "Foxglove Enterprises",
+  "salesforce_account_id": "001SB078000005",
+  "salesforce_opportunity_id": "006SB078000005",
+  "hubspot_company_id": "8007810005",
+  "hubspot_deal_id": "8007820005",
+  "gong_evidence_id": "GE-078-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "09_support",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Foxglove Enterprises",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 2695647,
+  "stage": "Technical Validation",
+  "close_date": "2026-09-04",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-18 | EVT-078-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-23 | EVT-078-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-28 | EVT-078-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-03 | EVT-078-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-08 | EVT-078-070-5 | buyer | security review remains seller-owned",
+    "2026-07-13 | EVT-078-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-18 | EVT-078-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-23 | EVT-078-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-28 | EVT-078-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-02 | EVT-078-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-07 | EVT-078-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-12 | EVT-078-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-17 | EVT-078-070-13 | buyer | security review remains seller-owned",
+    "2026-08-22 | EVT-078-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-27 | EVT-078-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-09-01 | EVT-078-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-06 | EVT-078-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-11 | EVT-078-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-16 | EVT-078-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-21 | EVT-078-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-26 | EVT-078-070-21 | buyer | security review remains seller-owned",
+    "2026-10-01 | EVT-078-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-06 | EVT-078-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-11 | EVT-078-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-16 | EVT-078-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-21 | EVT-078-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-26 | EVT-078-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-31 | EVT-078-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-05 | EVT-078-070-29 | buyer | security review remains seller-owned",
+    "2026-11-10 | EVT-078-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-15 | EVT-078-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-20 | EVT-078-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-25 | EVT-078-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-30 | EVT-078-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-078-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8007830005",
+  "authorized_field": "buying_role",
+  "current_value": "Unknown",
+  "required_value": "Champion",
+  "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-05"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/09_support/071_sbp-078-07_09_support.html b/task_files/sb100-078-riverbank-succession/09_support/071_sbp-078-07_09_support.html
new file mode 100644
index 0000000000000000000000000000000000000000..cc60d27a3f62c55fabc4378c304d15c9e8cc3af8
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/071_sbp-078-07_09_support.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Cooperative&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;09_support&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Cooperative&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 2832760,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-09-11&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-19 | EVT-078-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-24 | EVT-078-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-29 | EVT-078-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-04 | EVT-078-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-09 | EVT-078-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-14 | EVT-078-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-19 | EVT-078-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-24 | EVT-078-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-29 | EVT-078-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-03 | EVT-078-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-08 | EVT-078-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-13 | EVT-078-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-18 | EVT-078-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-23 | EVT-078-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-28 | EVT-078-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-02 | EVT-078-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-07 | EVT-078-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-12 | EVT-078-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-17 | EVT-078-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-22 | EVT-078-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-27 | EVT-078-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-02 | EVT-078-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-07 | EVT-078-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-12 | EVT-078-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-17 | EVT-078-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-22 | EVT-078-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-27 | EVT-078-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-11-01 | EVT-078-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-06 | EVT-078-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-11 | EVT-078-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-16 | EVT-078-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-21 | EVT-078-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-26 | EVT-078-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-12-01 | EVT-078-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000006&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-08-31&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>
diff --git a/task_files/sb100-078-riverbank-succession/09_support/072_sbp-078-08_09_support.md b/task_files/sb100-078-riverbank-succession/09_support/072_sbp-078-08_09_support.md
new file mode 100644
index 0000000000000000000000000000000000000000..6a720a4685d8bee77c164f43a0bd43a3a85d44d5
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/09_support/072_sbp-078-08_09_support.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-08",
+    "account_name": "Harbor Platform",
+    "salesforce_account_id": "001SB078000007",
+    "salesforce_opportunity_id": "006SB078000007",
+    "hubspot_company_id": "8007810007",
+    "hubspot_deal_id": "8007820007",
+    "gong_evidence_id": "GE-078-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "09_support",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Harbor Platform",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2969873,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-18",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-078-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-06 | EVT-078-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-11 | EVT-078-072-3 | buyer | security review remains seller-owned",
+      "2026-05-16 | EVT-078-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-078-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-078-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-078-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-078-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-078-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-078-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-078-072-11 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-078-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-078-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-078-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-078-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-078-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-078-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-078-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-078-072-19 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-078-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-078-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-078-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-078-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-078-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-078-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-078-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-078-072-27 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-078-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-078-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-078-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-078-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-078-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-078-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-078-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/073_sbp-078-09_10_white_space.md b/task_files/sb100-078-riverbank-succession/10_white_space/073_sbp-078-09_10_white_space.md
new file mode 100644
index 0000000000000000000000000000000000000000..db464ab55120b7ce8af4c130df06cb5a911e7174
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/073_sbp-078-09_10_white_space.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-09",
+    "account_name": "Indigo Corporation",
+    "salesforce_account_id": "001SB078000008",
+    "salesforce_opportunity_id": "006SB078000008",
+    "hubspot_company_id": "8007810008",
+    "hubspot_deal_id": "8007820008",
+    "gong_evidence_id": "GE-078-09",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "10_white_space",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Indigo Corporation",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3106986,
+    "stage": "Prospecting",
+    "close_date": "2026-09-25",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-078-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-07 | EVT-078-073-2 | seller | security review remains seller-owned",
+      "2026-05-12 | EVT-078-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-078-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-078-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-078-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-078-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-078-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-078-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-078-073-10 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-078-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-078-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-078-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-078-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-078-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-078-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-078-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-078-073-18 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-078-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-078-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-078-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-078-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-078-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-078-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-078-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-078-073-26 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-078-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-078-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-078-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-078-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-078-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-078-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-078-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-078-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/074_sbp-078-10_10_white_space.txt b/task_files/sb100-078-riverbank-succession/10_white_space/074_sbp-078-10_10_white_space.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a87da3e3241a9e94b25df79901921eaf29d59e6f
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/074_sbp-078-10_10_white_space.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-10",
+    "account_name": "Juniper Group",
+    "salesforce_account_id": "001SB078000009",
+    "salesforce_opportunity_id": "006SB078000009",
+    "hubspot_company_id": "8007810009",
+    "hubspot_deal_id": "8007820009",
+    "gong_evidence_id": "GE-078-10",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "10_white_space",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Juniper Group",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3244099,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-02",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-078-074-1 | buyer | security review remains seller-owned",
+      "2026-05-08 | EVT-078-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-13 | EVT-078-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-18 | EVT-078-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-078-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-078-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-078-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-078-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-078-074-9 | buyer | security review remains seller-owned",
+      "2026-06-17 | EVT-078-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-078-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-078-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-078-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-078-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-078-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-078-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-078-074-17 | buyer | security review remains seller-owned",
+      "2026-07-27 | EVT-078-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-078-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-078-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-078-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-078-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-078-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-078-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-078-074-25 | buyer | security review remains seller-owned",
+      "2026-09-05 | EVT-078-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-078-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-078-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-078-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-078-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-078-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-078-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-078-074-33 | buyer | security review remains seller-owned",
+      "2026-10-15 | EVT-078-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830009",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/075_sbp-078-11_10_white_space.json b/task_files/sb100-078-riverbank-succession/10_white_space/075_sbp-078-11_10_white_space.json
new file mode 100644
index 0000000000000000000000000000000000000000..a04cd8f9dc3552515c927713a90625f881b5fe39
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/075_sbp-078-11_10_white_space.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3381212,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-10-09",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Holdings",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-04",
+    "decision_code": "CHG-078-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Economic Buyer"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-04 | EVT-078-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-09 | EVT-078-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-14 | EVT-078-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-19 | EVT-078-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-24 | EVT-078-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-29 | EVT-078-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-078-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-078-075-8 | seller | security review remains seller-owned",
+      "2026-06-13 | EVT-078-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-078-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-078-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-078-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-078-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-078-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-078-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-078-075-16 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-078-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-078-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-078-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-078-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-078-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-078-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-078-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-078-075-24 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-078-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-078-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-078-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-078-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-078-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-078-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-078-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-078-075-32 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-078-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-078-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Holdings",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "10_white_space",
+    "gong_evidence_id": "GE-078-11",
+    "hubspot_company_id": "8007810010",
+    "hubspot_deal_id": "8007820010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-11",
+    "salesforce_account_id": "001SB078000010",
+    "salesforce_opportunity_id": "006SB078000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/076_sbp-078-12_10_white_space.csv b/task_files/sb100-078-riverbank-succession/10_white_space/076_sbp-078-12_10_white_space.csv
new file mode 100644
index 0000000000000000000000000000000000000000..efed96623d0f05e9441f9fe9a45d805c8fcaa66d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/076_sbp-078-12_10_white_space.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-12"""
+record_control,account_name,"""Lantern Systems"""
+record_control,salesforce_account_id,"""001SB078000011"""
+record_control,salesforce_opportunity_id,"""006SB078000011"""
+record_control,hubspot_company_id,"""8007810011"""
+record_control,hubspot_deal_id,"""8007820011"""
+record_control,gong_evidence_id,"""GE-078-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""10_white_space"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Lantern Systems"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,3518325
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-10-16"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-05 | EVT-078-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-10 | EVT-078-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-15 | EVT-078-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-20 | EVT-078-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-25 | EVT-078-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-30 | EVT-078-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-04 | EVT-078-076-7 | buyer | security review remains seller-owned"", ""2026-06-09 | EVT-078-076-8 | seller | champion requested a revised mutual action plan"", ""2026-06-14 | EVT-078-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-19 | EVT-078-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-24 | EVT-078-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-29 | EVT-078-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-04 | EVT-078-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-09 | EVT-078-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-14 | EVT-078-076-15 | buyer | security review remains seller-owned"", ""2026-07-19 | EVT-078-076-16 | seller | champion requested a revised mutual action plan"", ""2026-07-24 | EVT-078-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-29 | EVT-078-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-03 | EVT-078-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-08 | EVT-078-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-13 | EVT-078-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-18 | EVT-078-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-23 | EVT-078-076-23 | buyer | security review remains seller-owned"", ""2026-08-28 | EVT-078-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-02 | EVT-078-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-07 | EVT-078-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-12 | EVT-078-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-17 | EVT-078-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-22 | EVT-078-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-27 | EVT-078-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-02 | EVT-078-076-31 | buyer | security review remains seller-owned"", ""2026-10-07 | EVT-078-076-32 | seller | champion requested a revised mutual action plan"", ""2026-10-12 | EVT-078-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-17 | EVT-078-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-078-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-078-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-05"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/077_sbp-078-13_10_white_space.eml b/task_files/sb100-078-riverbank-succession/10_white_space/077_sbp-078-13_10_white_space.eml
new file mode 100644
index 0000000000000000000000000000000000000000..2853f65de2dbba43374d308240b747abc350aa6d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/077_sbp-078-13_10_white_space.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-13 / 10_white_space
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-13",
+    "account_name": "Meridian Partners",
+    "salesforce_account_id": "001SB078000012",
+    "salesforce_opportunity_id": "006SB078000012",
+    "hubspot_company_id": "8007810012",
+    "hubspot_deal_id": "8007820012",
+    "gong_evidence_id": "GE-078-13",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "10_white_space",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Meridian Partners",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3655438,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-078-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-11 | EVT-078-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-16 | EVT-078-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-21 | EVT-078-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-26 | EVT-078-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-078-077-6 | seller | security review remains seller-owned",
+      "2026-06-05 | EVT-078-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-078-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-078-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-078-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-078-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-078-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-078-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-078-077-14 | seller | security review remains seller-owned",
+      "2026-07-15 | EVT-078-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-078-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-078-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-078-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-078-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-078-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-078-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-078-077-22 | seller | security review remains seller-owned",
+      "2026-08-24 | EVT-078-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-078-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-078-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-078-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-078-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-078-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-078-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-078-077-30 | seller | security review remains seller-owned",
+      "2026-10-03 | EVT-078-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-078-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-078-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-078-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/078_sbp-078-14_10_white_space.xml b/task_files/sb100-078-riverbank-succession/10_white_space/078_sbp-078-14_10_white_space.xml
new file mode 100644
index 0000000000000000000000000000000000000000..c2825236b39a9c73541a87178550edb5b2bff31d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/078_sbp-078-14_10_white_space.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-14",
+  "account_name": "Northstar Networks",
+  "salesforce_account_id": "001SB078000013",
+  "salesforce_opportunity_id": "006SB078000013",
+  "hubspot_company_id": "8007810013",
+  "hubspot_deal_id": "8007820013",
+  "gong_evidence_id": "GE-078-14",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "10_white_space",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Northstar Networks",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 3792551,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-30",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-07 | EVT-078-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-12 | EVT-078-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-17 | EVT-078-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-22 | EVT-078-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-27 | EVT-078-078-5 | buyer | security review remains seller-owned",
+    "2026-06-01 | EVT-078-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-06 | EVT-078-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-11 | EVT-078-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-16 | EVT-078-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-21 | EVT-078-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-26 | EVT-078-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-01 | EVT-078-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-06 | EVT-078-078-13 | buyer | security review remains seller-owned",
+    "2026-07-11 | EVT-078-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-16 | EVT-078-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-21 | EVT-078-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-26 | EVT-078-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-31 | EVT-078-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-05 | EVT-078-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-10 | EVT-078-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-15 | EVT-078-078-21 | buyer | security review remains seller-owned",
+    "2026-08-20 | EVT-078-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-25 | EVT-078-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-30 | EVT-078-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-04 | EVT-078-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-09 | EVT-078-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-14 | EVT-078-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-19 | EVT-078-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-24 | EVT-078-078-29 | buyer | security review remains seller-owned",
+    "2026-09-29 | EVT-078-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-04 | EVT-078-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-09 | EVT-078-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-14 | EVT-078-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-19 | EVT-078-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-078-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-078-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-01"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/079_sbp-078-15_10_white_space.html b/task_files/sb100-078-riverbank-succession/10_white_space/079_sbp-078-15_10_white_space.html
new file mode 100644
index 0000000000000000000000000000000000000000..0caaa75c3395bc942a1532af661b76ba253e3f8a
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/079_sbp-078-15_10_white_space.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Labs&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;10_white_space&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Labs&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 3929664,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-11-06&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-08 | EVT-078-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-13 | EVT-078-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-18 | EVT-078-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-23 | EVT-078-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-28 | EVT-078-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-02 | EVT-078-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-07 | EVT-078-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-12 | EVT-078-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-17 | EVT-078-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-22 | EVT-078-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-27 | EVT-078-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-02 | EVT-078-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-07 | EVT-078-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-12 | EVT-078-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-17 | EVT-078-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-22 | EVT-078-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-27 | EVT-078-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-01 | EVT-078-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-06 | EVT-078-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-11 | EVT-078-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-16 | EVT-078-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-21 | EVT-078-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-26 | EVT-078-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-31 | EVT-078-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-05 | EVT-078-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-10 | EVT-078-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-15 | EVT-078-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-20 | EVT-078-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-25 | EVT-078-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-30 | EVT-078-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-05 | EVT-078-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-10 | EVT-078-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-15 | EVT-078-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-20 | EVT-078-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000014&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-02&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>
diff --git a/task_files/sb100-078-riverbank-succession/10_white_space/080_sbp-078-16_10_white_space.md b/task_files/sb100-078-riverbank-succession/10_white_space/080_sbp-078-16_10_white_space.md
new file mode 100644
index 0000000000000000000000000000000000000000..94fb533a6809921af53ff166ba079baf6025c3df
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/10_white_space/080_sbp-078-16_10_white_space.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-16",
+    "account_name": "Palisade Industries",
+    "salesforce_account_id": "001SB078000015",
+    "salesforce_opportunity_id": "006SB078000015",
+    "hubspot_company_id": "8007810015",
+    "hubspot_deal_id": "8007820015",
+    "gong_evidence_id": "GE-078-16",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "10_white_space",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Palisade Industries",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 4066777,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-13",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-078-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-14 | EVT-078-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-078-080-3 | buyer | security review remains seller-owned",
+      "2026-05-24 | EVT-078-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-078-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-078-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-078-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-078-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-078-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-078-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-078-080-11 | buyer | security review remains seller-owned",
+      "2026-07-03 | EVT-078-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-078-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-078-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-078-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-078-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-078-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-078-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-078-080-19 | buyer | security review remains seller-owned",
+      "2026-08-12 | EVT-078-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-078-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-078-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-078-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-078-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-078-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-078-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-078-080-27 | buyer | security review remains seller-owned",
+      "2026-09-21 | EVT-078-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-078-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-078-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-078-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-078-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-078-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-078-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/081_sbp-078-01_11_account_plan_policy.md b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/081_sbp-078-01_11_account_plan_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..1319e9c4efc4794df50aabdbf4c2eddaa0f93c21
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/081_sbp-078-01_11_account_plan_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-01",
+    "account_name": "Alder Collective",
+    "salesforce_account_id": "001SB078000000",
+    "salesforce_opportunity_id": "006SB078000000",
+    "hubspot_company_id": "8007810000",
+    "hubspot_deal_id": "8007820000",
+    "gong_evidence_id": "GE-078-01",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "11_account_plan_policy",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Alder Collective",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2010082,
+    "stage": "Prospecting",
+    "close_date": "2026-11-16",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-01 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-078-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-15 | EVT-078-081-2 | seller | security review remains seller-owned",
+      "2026-05-20 | EVT-078-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-078-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-078-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-078-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-078-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-078-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-078-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-078-081-10 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-078-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-078-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-078-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-078-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-078-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-078-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-078-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-078-081-18 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-078-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-078-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-078-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-078-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-078-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-078-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-078-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-078-081-26 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-078-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-078-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-078-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-078-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-078-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-078-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-078-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-078-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000000",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/082_sbp-078-02_11_account_plan_policy.txt b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/082_sbp-078-02_11_account_plan_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..d73a3a974abaa1c746bb61dca9314978859ef64c
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/082_sbp-078-02_11_account_plan_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-02",
+    "account_name": "Beacon Works",
+    "salesforce_account_id": "001SB078000001",
+    "salesforce_opportunity_id": "006SB078000001",
+    "hubspot_company_id": "8007810001",
+    "hubspot_deal_id": "8007820001",
+    "gong_evidence_id": "GE-078-02",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "11_account_plan_policy",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Beacon Works",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2147195,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-23",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-02 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-078-082-1 | buyer | security review remains seller-owned",
+      "2026-05-16 | EVT-078-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-078-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-078-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-078-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-078-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-078-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-078-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-078-082-9 | buyer | security review remains seller-owned",
+      "2026-06-25 | EVT-078-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-078-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-078-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-078-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-078-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-078-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-078-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-078-082-17 | buyer | security review remains seller-owned",
+      "2026-08-04 | EVT-078-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-078-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-078-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-078-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-078-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-078-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-078-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-078-082-25 | buyer | security review remains seller-owned",
+      "2026-09-13 | EVT-078-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-078-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-078-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-078-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-078-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-078-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-078-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-078-082-33 | buyer | security review remains seller-owned",
+      "2026-10-23 | EVT-078-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830001",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/083_sbp-078-03_11_account_plan_policy.json b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/083_sbp-078-03_11_account_plan_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..e5ada7eca8b8a5872134a9832863cf429697796a
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/083_sbp-078-03_11_account_plan_policy.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 2284308,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-11-30",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Technologies",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000002",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-078-03",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Technical Evaluator"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-12 | EVT-078-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-078-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-078-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-078-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-078-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-078-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-078-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-078-083-8 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-078-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-078-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-078-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-078-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-078-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-078-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-078-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-078-083-16 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-078-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-078-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-078-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-078-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-078-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-078-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-078-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-078-083-24 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-078-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-078-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-078-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-078-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-078-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-078-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-078-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-078-083-32 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-078-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-078-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-03 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Technologies",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "11_account_plan_policy",
+    "gong_evidence_id": "GE-078-03",
+    "hubspot_company_id": "8007810002",
+    "hubspot_deal_id": "8007820002",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-03",
+    "salesforce_account_id": "001SB078000002",
+    "salesforce_opportunity_id": "006SB078000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/084_sbp-078-04_11_account_plan_policy.csv b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/084_sbp-078-04_11_account_plan_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..c02f609c14df0ae2b744c123344ba0b86783972d
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/084_sbp-078-04_11_account_plan_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-04"""
+record_control,account_name,"""Dovetail Services"""
+record_control,salesforce_account_id,"""001SB078000003"""
+record_control,salesforce_opportunity_id,"""006SB078000003"""
+record_control,hubspot_company_id,"""8007810003"""
+record_control,hubspot_deal_id,"""8007820003"""
+record_control,gong_evidence_id,"""GE-078-04"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""11_account_plan_policy"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Dovetail Services"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,2421421
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-12-07"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-04 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-13 | EVT-078-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-18 | EVT-078-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-23 | EVT-078-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-28 | EVT-078-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-02 | EVT-078-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-07 | EVT-078-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-12 | EVT-078-084-7 | buyer | security review remains seller-owned"", ""2026-06-17 | EVT-078-084-8 | seller | champion requested a revised mutual action plan"", ""2026-06-22 | EVT-078-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-27 | EVT-078-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-02 | EVT-078-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-07 | EVT-078-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-12 | EVT-078-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-17 | EVT-078-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-22 | EVT-078-084-15 | buyer | security review remains seller-owned"", ""2026-07-27 | EVT-078-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-01 | EVT-078-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-06 | EVT-078-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-11 | EVT-078-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-16 | EVT-078-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-21 | EVT-078-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-26 | EVT-078-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-31 | EVT-078-084-23 | buyer | security review remains seller-owned"", ""2026-09-05 | EVT-078-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-10 | EVT-078-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-15 | EVT-078-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-20 | EVT-078-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-25 | EVT-078-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-30 | EVT-078-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-05 | EVT-078-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-10 | EVT-078-084-31 | buyer | security review remains seller-owned"", ""2026-10-15 | EVT-078-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-20 | EVT-078-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-25 | EVT-078-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-078-04"""
+decision,authorized_system,"""hubspot"""
+decision,authorized_record_id,"""8007830003"""
+decision,authorized_field,"""buying_role"""
+decision,current_value,"""Unknown"""
+decision,required_value,"""Procurement"""
+decision,reason,"""SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-03"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/085_sbp-078-05_11_account_plan_policy.eml b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/085_sbp-078-05_11_account_plan_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..01eb382b7dad612d850c5c4cc2ce23fa8b8c79be
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/085_sbp-078-05_11_account_plan_policy.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-05 / 11_account_plan_policy
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-05",
+    "account_name": "Evergreen Ventures",
+    "salesforce_account_id": "001SB078000004",
+    "salesforce_opportunity_id": "006SB078000004",
+    "hubspot_company_id": "8007810004",
+    "hubspot_deal_id": "8007820004",
+    "gong_evidence_id": "GE-078-05",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "11_account_plan_policy",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Evergreen Ventures",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2558534,
+    "stage": "Prospecting",
+    "close_date": "2026-12-14",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-05 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-078-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-19 | EVT-078-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-24 | EVT-078-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-29 | EVT-078-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-078-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-078-085-6 | seller | security review remains seller-owned",
+      "2026-06-13 | EVT-078-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-078-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-078-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-078-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-078-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-078-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-078-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-078-085-14 | seller | security review remains seller-owned",
+      "2026-07-23 | EVT-078-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-078-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-078-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-078-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-078-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-078-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-078-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-078-085-22 | seller | security review remains seller-owned",
+      "2026-09-01 | EVT-078-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-078-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-078-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-078-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-078-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-078-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-078-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-078-085-30 | seller | security review remains seller-owned",
+      "2026-10-11 | EVT-078-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-078-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-078-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-078-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB078000004",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Economic Buyer",
+    "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-04"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/086_sbp-078-06_11_account_plan_policy.xml b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/086_sbp-078-06_11_account_plan_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..fe06639816d2a9c5996f6a7cc22011b9ce252c77
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/086_sbp-078-06_11_account_plan_policy.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-06",
+  "account_name": "Foxglove Enterprises",
+  "salesforce_account_id": "001SB078000005",
+  "salesforce_opportunity_id": "006SB078000005",
+  "hubspot_company_id": "8007810005",
+  "hubspot_deal_id": "8007820005",
+  "gong_evidence_id": "GE-078-06",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "11_account_plan_policy",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Foxglove Enterprises",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 2695647,
+  "stage": "Technical Validation",
+  "close_date": "2026-09-04",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-06 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-15 | EVT-078-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-20 | EVT-078-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-25 | EVT-078-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-30 | EVT-078-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-04 | EVT-078-086-5 | buyer | security review remains seller-owned",
+    "2026-06-09 | EVT-078-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-14 | EVT-078-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-19 | EVT-078-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-24 | EVT-078-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-29 | EVT-078-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-04 | EVT-078-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-09 | EVT-078-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-14 | EVT-078-086-13 | buyer | security review remains seller-owned",
+    "2026-07-19 | EVT-078-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-24 | EVT-078-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-29 | EVT-078-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-03 | EVT-078-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-08 | EVT-078-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-13 | EVT-078-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-18 | EVT-078-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-23 | EVT-078-086-21 | buyer | security review remains seller-owned",
+    "2026-08-28 | EVT-078-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-02 | EVT-078-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-07 | EVT-078-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-12 | EVT-078-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-17 | EVT-078-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-22 | EVT-078-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-27 | EVT-078-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-02 | EVT-078-086-29 | buyer | security review remains seller-owned",
+    "2026-10-07 | EVT-078-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-12 | EVT-078-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-17 | EVT-078-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-22 | EVT-078-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-27 | EVT-078-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-078-06",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8007830005",
+  "authorized_field": "buying_role",
+  "current_value": "Unknown",
+  "required_value": "Champion",
+  "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-05"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/087_sbp-078-07_11_account_plan_policy.html b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/087_sbp-078-07_11_account_plan_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..f8ae1c112d623666c7bb12985d99f9976070e009
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/087_sbp-078-07_11_account_plan_policy.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Cooperative&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-07&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;11_account_plan_policy&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Cooperative&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 2832760,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-09-11&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-16 | EVT-078-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-21 | EVT-078-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-26 | EVT-078-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-31 | EVT-078-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-05 | EVT-078-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-10 | EVT-078-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-15 | EVT-078-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-20 | EVT-078-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-25 | EVT-078-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-30 | EVT-078-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-05 | EVT-078-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-10 | EVT-078-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-15 | EVT-078-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-20 | EVT-078-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-25 | EVT-078-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-30 | EVT-078-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-04 | EVT-078-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-09 | EVT-078-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-14 | EVT-078-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-19 | EVT-078-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-24 | EVT-078-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-29 | EVT-078-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-03 | EVT-078-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-08 | EVT-078-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-13 | EVT-078-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-18 | EVT-078-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-23 | EVT-078-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-28 | EVT-078-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-03 | EVT-078-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-08 | EVT-078-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-13 | EVT-078-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-18 | EVT-078-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-23 | EVT-078-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-28 | EVT-078-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-07&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000006&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-08-31&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>
diff --git a/task_files/sb100-078-riverbank-succession/11_account_plan_policy/088_sbp-078-08_11_account_plan_policy.md b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/088_sbp-078-08_11_account_plan_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..5cfcb3a70caa52be1d8e0903f579ffb37408f618
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/11_account_plan_policy/088_sbp-078-08_11_account_plan_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-08",
+    "account_name": "Harbor Platform",
+    "salesforce_account_id": "001SB078000007",
+    "salesforce_opportunity_id": "006SB078000007",
+    "hubspot_company_id": "8007810007",
+    "hubspot_deal_id": "8007820007",
+    "gong_evidence_id": "GE-078-08",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "11_account_plan_policy",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Harbor Platform",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 2969873,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-18",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-08 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-078-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-078-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-078-088-3 | buyer | security review remains seller-owned",
+      "2026-06-01 | EVT-078-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-078-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-078-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-078-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-078-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-078-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-078-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-078-088-11 | buyer | security review remains seller-owned",
+      "2026-07-11 | EVT-078-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-078-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-078-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-078-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-078-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-078-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-078-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-078-088-19 | buyer | security review remains seller-owned",
+      "2026-08-20 | EVT-078-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-078-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-078-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-078-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-078-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-078-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-078-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-078-088-27 | buyer | security review remains seller-owned",
+      "2026-09-29 | EVT-078-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-078-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-078-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-078-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-078-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-078-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-078-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/089_sbp-078-09_12_deliverables.md b/task_files/sb100-078-riverbank-succession/12_deliverables/089_sbp-078-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..1f0e82874259c69082cfd94d3f869a1ed70b01bc
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/089_sbp-078-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-09",
+    "account_name": "Indigo Corporation",
+    "salesforce_account_id": "001SB078000008",
+    "salesforce_opportunity_id": "006SB078000008",
+    "hubspot_company_id": "8007810008",
+    "hubspot_deal_id": "8007820008",
+    "gong_evidence_id": "GE-078-09",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Indigo Corporation",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3106986,
+    "stage": "Prospecting",
+    "close_date": "2026-09-25",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-078-09 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-078-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-23 | EVT-078-089-2 | seller | security review remains seller-owned",
+      "2026-05-28 | EVT-078-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-078-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-078-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-078-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-078-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-078-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-078-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-078-089-10 | seller | security review remains seller-owned",
+      "2026-07-07 | EVT-078-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-078-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-078-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-078-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-078-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-078-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-078-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-078-089-18 | seller | security review remains seller-owned",
+      "2026-08-16 | EVT-078-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-078-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-078-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-078-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-078-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-078-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-078-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-078-089-26 | seller | security review remains seller-owned",
+      "2026-09-25 | EVT-078-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-078-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-078-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-078-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-078-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-078-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-078-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-30 | EVT-078-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-078-09",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-078-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Nora Kim",
+    "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.
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/090_sbp-078-10_12_deliverables.txt b/task_files/sb100-078-riverbank-succession/12_deliverables/090_sbp-078-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ce105e500820e0d405aca6e0f2dd94004d16c6d1
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/090_sbp-078-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-10",
+    "account_name": "Juniper Group",
+    "salesforce_account_id": "001SB078000009",
+    "salesforce_opportunity_id": "006SB078000009",
+    "hubspot_company_id": "8007810009",
+    "hubspot_deal_id": "8007820009",
+    "gong_evidence_id": "GE-078-10",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Juniper Group",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3244099,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-02",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "implementation capacity moved to the following quarter",
+    "risk_code": "commercial_terms",
+    "gong_summary": "Permitted Gong insight GE-078-10 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-078-090-1 | buyer | security review remains seller-owned",
+      "2026-05-24 | EVT-078-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-078-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-078-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-078-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-078-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-078-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-078-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-078-090-9 | buyer | security review remains seller-owned",
+      "2026-07-03 | EVT-078-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-078-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-078-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-078-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-078-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-078-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-078-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-078-090-17 | buyer | security review remains seller-owned",
+      "2026-08-12 | EVT-078-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-078-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-078-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-078-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-078-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-078-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-078-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-078-090-25 | buyer | security review remains seller-owned",
+      "2026-09-21 | EVT-078-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-078-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-078-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-078-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-078-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-078-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-078-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-078-090-33 | buyer | security review remains seller-owned",
+      "2026-10-31 | EVT-078-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-08",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830009",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/091_sbp-078-11_12_deliverables.json b/task_files/sb100-078-riverbank-succession/12_deliverables/091_sbp-078-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..018b81fd3b7286bd96629de4a84a964a145a9d2c
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/091_sbp-078-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3381212,
+    "benchmark_company": "Riverbank Payments",
+    "close_date": "2026-10-09",
+    "industry": "payments",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Holdings",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "stage": "Prospecting"
+  },
+  "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": "Buying_Role__c",
+    "authorized_record_id": "003SB078000010",
+    "authorized_system": "salesforce",
+    "current_value": "Unknown",
+    "deadline": "2026-09-04",
+    "decision_code": "CHG-078-09",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.",
+    "required_value": "Economic Buyer"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-20 | EVT-078-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-078-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-078-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-078-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-078-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-078-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-078-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-078-091-8 | seller | security review remains seller-owned",
+      "2026-06-29 | EVT-078-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-078-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-078-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-078-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-078-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-078-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-078-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-078-091-16 | seller | security review remains seller-owned",
+      "2026-08-08 | EVT-078-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-078-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-078-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-078-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-078-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-078-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-078-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-078-091-24 | seller | security review remains seller-owned",
+      "2026-09-17 | EVT-078-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-078-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-078-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-078-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-078-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-078-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-078-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-078-091-32 | seller | security review remains seller-owned",
+      "2026-10-27 | EVT-078-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-078-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-078-11 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "risk_code": "procurement_timing",
+    "signal": "competitive evaluation narrowed to two vendors",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Holdings",
+    "as_of": "2026-08-28",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-078-11",
+    "hubspot_company_id": "8007810010",
+    "hubspot_deal_id": "8007820010",
+    "period": "2026-Q4",
+    "portfolio_key": "SBP-078-11",
+    "salesforce_account_id": "001SB078000010",
+    "salesforce_opportunity_id": "006SB078000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-078-riverbank-succession"
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/092_sbp-078-12_12_deliverables.csv b/task_files/sb100-078-riverbank-succession/12_deliverables/092_sbp-078-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..2cc285646fa92904bcf9ae261ebbd26e06d02ea9
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/092_sbp-078-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-078-riverbank-succession"""
+record_control,portfolio_key,"""SBP-078-12"""
+record_control,account_name,"""Lantern Systems"""
+record_control,salesforce_account_id,"""001SB078000011"""
+record_control,salesforce_opportunity_id,"""006SB078000011"""
+record_control,hubspot_company_id,"""8007810011"""
+record_control,hubspot_deal_id,"""8007820011"""
+record_control,gong_evidence_id,"""GE-078-12"""
+record_control,period,"""2026-Q4"""
+record_control,as_of,"""2026-08-28"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Riverbank Payments"""
+business_context,portfolio_account,"""Lantern Systems"""
+business_context,industry,"""payments"""
+business_context,region,"""North America"""
+business_context,requester,"""Key Accounts VP"""
+business_context,amount_usd,3518325
+business_context,stage,"""Technical Validation"""
+business_context,close_date,"""2026-10-16"""
+business_context,owner,"""Jon Bell"""
+business_context,owner_role,"""Commercial AE"""
+evidence,signal,"""renewal notice was acknowledged by procurement"""
+evidence,risk_code,"""consent_conflict"""
+evidence,gong_summary,"""Permitted Gong insight GE-078-12 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-21 | EVT-078-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-26 | EVT-078-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-31 | EVT-078-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-05 | EVT-078-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-10 | EVT-078-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-15 | EVT-078-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-20 | EVT-078-092-7 | buyer | security review remains seller-owned"", ""2026-06-25 | EVT-078-092-8 | seller | champion requested a revised mutual action plan"", ""2026-06-30 | EVT-078-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-05 | EVT-078-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-10 | EVT-078-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-15 | EVT-078-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-20 | EVT-078-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-25 | EVT-078-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-30 | EVT-078-092-15 | buyer | security review remains seller-owned"", ""2026-08-04 | EVT-078-092-16 | seller | champion requested a revised mutual action plan"", ""2026-08-09 | EVT-078-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-14 | EVT-078-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-19 | EVT-078-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-24 | EVT-078-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-29 | EVT-078-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-03 | EVT-078-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-08 | EVT-078-092-23 | buyer | security review remains seller-owned"", ""2026-09-13 | EVT-078-092-24 | seller | champion requested a revised mutual action plan"", ""2026-09-18 | EVT-078-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-23 | EVT-078-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-28 | EVT-078-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-03 | EVT-078-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-08 | EVT-078-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-13 | EVT-078-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-18 | EVT-078-092-31 | buyer | security review remains seller-owned"", ""2026-10-23 | EVT-078-092-32 | seller | champion requested a revised mutual action plan"", ""2026-10-28 | EVT-078-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-02 | EVT-078-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-078-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-078-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-05"""
+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
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/093_sbp-078-13_12_deliverables.eml b/task_files/sb100-078-riverbank-succession/12_deliverables/093_sbp-078-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..905ac66f8789794948231374feb5573cffa2f8af
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/093_sbp-078-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-078-riverbank-succession.example
+To: portfolio-review@sb100-078-riverbank-succession.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-078-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-13",
+    "account_name": "Meridian Partners",
+    "salesforce_account_id": "001SB078000012",
+    "salesforce_opportunity_id": "006SB078000012",
+    "hubspot_company_id": "8007810012",
+    "hubspot_deal_id": "8007820012",
+    "gong_evidence_id": "GE-078-13",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Meridian Partners",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 3655438,
+    "stage": "Prospecting",
+    "close_date": "2026-10-23",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-078-13 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-078-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-078-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-078-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-078-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-078-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-078-093-6 | seller | security review remains seller-owned",
+      "2026-06-21 | EVT-078-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-078-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-078-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-078-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-078-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-078-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-078-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-078-093-14 | seller | security review remains seller-owned",
+      "2026-07-31 | EVT-078-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-078-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-078-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-078-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-078-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-078-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-078-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-078-093-22 | seller | security review remains seller-owned",
+      "2026-09-09 | EVT-078-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-078-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-078-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-078-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-078-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-078-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-078-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-078-093-30 | seller | security review remains seller-owned",
+      "2026-10-19 | EVT-078-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-078-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-078-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-078-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-10",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830012",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Champion",
+    "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 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
+  }
+}
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/094_sbp-078-14_12_deliverables.xml b/task_files/sb100-078-riverbank-succession/12_deliverables/094_sbp-078-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..bafa666d7212236d3d08bb9ce76f0f846c14f260
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/094_sbp-078-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-078-riverbank-succession",
+  "portfolio_key": "SBP-078-14",
+  "account_name": "Northstar Networks",
+  "salesforce_account_id": "001SB078000013",
+  "salesforce_opportunity_id": "006SB078000013",
+  "hubspot_company_id": "8007810013",
+  "hubspot_deal_id": "8007820013",
+  "gong_evidence_id": "GE-078-14",
+  "period": "2026-Q4",
+  "as_of": "2026-08-28",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Riverbank Payments",
+  "portfolio_account": "Northstar Networks",
+  "industry": "payments",
+  "region": "North America",
+  "requester": "Key Accounts VP",
+  "amount_usd": 3792551,
+  "stage": "Technical Validation",
+  "close_date": "2026-10-30",
+  "owner": "Luis Ortega",
+  "owner_role": "Regional AE"
+}]]></section>
+  <section name="evidence"><![CDATA[{
+  "signal": "security review remains seller-owned",
+  "risk_code": "stage_evidence_gap",
+  "gong_summary": "Permitted Gong insight GE-078-14 supports security review remains seller-owned without exposing raw or private transcript content.",
+  "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-23 | EVT-078-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-28 | EVT-078-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-02 | EVT-078-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-07 | EVT-078-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-12 | EVT-078-094-5 | buyer | security review remains seller-owned",
+    "2026-06-17 | EVT-078-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-22 | EVT-078-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-27 | EVT-078-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-02 | EVT-078-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-07 | EVT-078-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-12 | EVT-078-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-17 | EVT-078-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-22 | EVT-078-094-13 | buyer | security review remains seller-owned",
+    "2026-07-27 | EVT-078-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-01 | EVT-078-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-06 | EVT-078-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-11 | EVT-078-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-16 | EVT-078-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-21 | EVT-078-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-26 | EVT-078-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-31 | EVT-078-094-21 | buyer | security review remains seller-owned",
+    "2026-09-05 | EVT-078-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-10 | EVT-078-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-15 | EVT-078-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-20 | EVT-078-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-25 | EVT-078-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-30 | EVT-078-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-05 | EVT-078-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-10 | EVT-078-094-29 | buyer | security review remains seller-owned",
+    "2026-10-15 | EVT-078-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-20 | EVT-078-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-25 | EVT-078-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-30 | EVT-078-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-04 | EVT-078-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-078-14",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-078-14 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-01"
+}]]></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>
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/095_sbp-078-15_12_deliverables.html b/task_files/sb100-078-riverbank-succession/12_deliverables/095_sbp-078-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..ecfb5d615ba2da5a16cd6bdb917a2ba5c61a6db1
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/095_sbp-078-15_12_deliverables.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;sb100-078-riverbank-succession&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-078-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Labs&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB078000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB078000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8007810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8007820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-078-15&quot;,
+    &quot;period&quot;: &quot;2026-Q4&quot;,
+    &quot;as_of&quot;: &quot;2026-08-28&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Riverbank Payments&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Labs&quot;,
+    &quot;industry&quot;: &quot;payments&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Key Accounts VP&quot;,
+    &quot;amount_usd&quot;: 3929664,
+    &quot;stage&quot;: &quot;Prospecting&quot;,
+    &quot;close_date&quot;: &quot;2026-11-06&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;owner_role&quot;: &quot;Account Director&quot;
+  },
+  &quot;evidence&quot;: {
+    &quot;signal&quot;: &quot;champion requested a revised mutual action plan&quot;,
+    &quot;risk_code&quot;: &quot;support_recovery&quot;,
+    &quot;gong_summary&quot;: &quot;Permitted Gong insight GE-078-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-24 | EVT-078-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-29 | EVT-078-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-03 | EVT-078-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-08 | EVT-078-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-13 | EVT-078-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-18 | EVT-078-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-23 | EVT-078-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-28 | EVT-078-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-03 | EVT-078-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-08 | EVT-078-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-13 | EVT-078-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-18 | EVT-078-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-23 | EVT-078-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-28 | EVT-078-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-02 | EVT-078-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-07 | EVT-078-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-12 | EVT-078-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-17 | EVT-078-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-22 | EVT-078-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-27 | EVT-078-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-01 | EVT-078-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-06 | EVT-078-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-11 | EVT-078-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-16 | EVT-078-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-21 | EVT-078-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-26 | EVT-078-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-01 | EVT-078-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-06 | EVT-078-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-11 | EVT-078-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-16 | EVT-078-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-21 | EVT-078-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-26 | EVT-078-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-31 | EVT-078-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-05 | EVT-078-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-078-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;003SB078000014&quot;,
+    &quot;authorized_field&quot;: &quot;Buying_Role__c&quot;,
+    &quot;current_value&quot;: &quot;Unknown&quot;,
+    &quot;required_value&quot;: &quot;Technical Evaluator&quot;,
+    &quot;reason&quot;: &quot;SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.&quot;,
+    &quot;owner&quot;: &quot;Amina Yusuf&quot;,
+    &quot;deadline&quot;: &quot;2026-09-02&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>
diff --git a/task_files/sb100-078-riverbank-succession/12_deliverables/096_sbp-078-16_12_deliverables.md b/task_files/sb100-078-riverbank-succession/12_deliverables/096_sbp-078-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..320b941b3945dd4abbb8bfa23fa3cdf29c1ab2f2
--- /dev/null
+++ b/task_files/sb100-078-riverbank-succession/12_deliverables/096_sbp-078-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-078-riverbank-succession",
+    "portfolio_key": "SBP-078-16",
+    "account_name": "Palisade Industries",
+    "salesforce_account_id": "001SB078000015",
+    "salesforce_opportunity_id": "006SB078000015",
+    "hubspot_company_id": "8007810015",
+    "hubspot_deal_id": "8007820015",
+    "gong_evidence_id": "GE-078-16",
+    "period": "2026-Q4",
+    "as_of": "2026-08-28",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Riverbank Payments",
+    "portfolio_account": "Palisade Industries",
+    "industry": "payments",
+    "region": "North America",
+    "requester": "Key Accounts VP",
+    "amount_usd": 4066777,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-13",
+    "owner": "Theo Martin",
+    "owner_role": "Channel Manager"
+  },
+  "evidence": {
+    "signal": "finance validation is complete but legal review is open",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-078-16 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-078-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-30 | EVT-078-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-078-096-3 | buyer | security review remains seller-owned",
+      "2026-06-09 | EVT-078-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-078-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-078-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-078-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-078-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-078-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-078-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-078-096-11 | buyer | security review remains seller-owned",
+      "2026-07-19 | EVT-078-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-078-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-078-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-078-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-078-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-078-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-078-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-078-096-19 | buyer | security review remains seller-owned",
+      "2026-08-28 | EVT-078-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-078-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-078-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-078-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-078-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-078-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-078-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-078-096-27 | buyer | security review remains seller-owned",
+      "2026-10-07 | EVT-078-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-078-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-078-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-078-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-078-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-078-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-078-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-078-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8007830015",
+    "authorized_field": "buying_role",
+    "current_value": "Unknown",
+    "required_value": "Procurement",
+    "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 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
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/001_sbp-089-01_01_sequences.md b/task_files/sb100-089-dahlia-role-account/01_sequences/001_sbp-089-01_01_sequences.md
new file mode 100644
index 0000000000000000000000000000000000000000..49df7d6c8f8bf5d96f19b2ff0b031f3339c31725
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/001_sbp-089-01_01_sequences.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-01",
+    "account_name": "Alder Networks",
+    "salesforce_account_id": "001SB089000000",
+    "salesforce_opportunity_id": "006SB089000000",
+    "hubspot_company_id": "8008910000",
+    "hubspot_deal_id": "8008920000",
+    "gong_evidence_id": "GE-089-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "01_sequences",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Alder Networks",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 2930991,
+    "stage": "Negotiation",
+    "close_date": "2026-11-27",
+    "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-089-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-10 | EVT-089-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-089-001-2 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-089-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-089-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-089-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-089-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-089-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-089-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-089-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-089-001-10 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-089-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-089-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-089-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-089-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-089-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-089-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-089-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-089-001-18 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-089-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-089-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-089-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-089-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-089-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-089-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-089-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-089-001-26 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-089-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-089-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-089-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-089-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-089-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-089-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-089-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-22 | EVT-089-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/002_sbp-089-02_01_sequences.txt b/task_files/sb100-089-dahlia-role-account/01_sequences/002_sbp-089-02_01_sequences.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a08d66e4eb2d21fca17f978324cec56d28af9ca4
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/002_sbp-089-02_01_sequences.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-02",
+    "account_name": "Beacon Labs",
+    "salesforce_account_id": "001SB089000001",
+    "salesforce_opportunity_id": "006SB089000001",
+    "hubspot_company_id": "8008910001",
+    "hubspot_deal_id": "8008920001",
+    "gong_evidence_id": "GE-089-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "01_sequences",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Beacon Labs",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3068104,
+    "stage": "Discovery",
+    "close_date": "2026-12-04",
+    "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-089-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-11 | EVT-089-002-1 | buyer | security review remains seller-owned",
+      "2026-06-16 | EVT-089-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-089-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-089-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-089-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-089-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-089-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-089-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-089-002-9 | buyer | security review remains seller-owned",
+      "2026-07-26 | EVT-089-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-089-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-089-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-089-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-089-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-089-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-089-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-089-002-17 | buyer | security review remains seller-owned",
+      "2026-09-04 | EVT-089-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-089-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-089-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-089-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-089-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-089-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-089-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-089-002-25 | buyer | security review remains seller-owned",
+      "2026-10-14 | EVT-089-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-089-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-089-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-089-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-03 | EVT-089-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-08 | EVT-089-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-13 | EVT-089-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-18 | EVT-089-002-33 | buyer | security review remains seller-owned",
+      "2026-11-23 | EVT-089-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000001",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/003_sbp-089-03_01_sequences.json b/task_files/sb100-089-dahlia-role-account/01_sequences/003_sbp-089-03_01_sequences.json
new file mode 100644
index 0000000000000000000000000000000000000000..8549e16cc264252c50454bccc560516fd3a35809
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/003_sbp-089-03_01_sequences.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3205217,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-12-11",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Industries",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930002",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-089-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-12 | EVT-089-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-089-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-089-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-089-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-089-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-089-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-089-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-089-003-8 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-089-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-089-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-089-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-089-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-089-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-089-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-089-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-089-003-16 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-089-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-089-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-089-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-089-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-089-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-089-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-089-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-089-003-24 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-089-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-089-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-089-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-089-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-089-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-089-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-089-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-14 | EVT-089-003-32 | seller | security review remains seller-owned",
+      "2026-11-19 | EVT-089-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-24 | EVT-089-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-03 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Industries",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "01_sequences",
+    "gong_evidence_id": "GE-089-03",
+    "hubspot_company_id": "8008910002",
+    "hubspot_deal_id": "8008920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-03",
+    "salesforce_account_id": "001SB089000002",
+    "salesforce_opportunity_id": "006SB089000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/004_sbp-089-04_01_sequences.csv b/task_files/sb100-089-dahlia-role-account/01_sequences/004_sbp-089-04_01_sequences.csv
new file mode 100644
index 0000000000000000000000000000000000000000..0f82aaecdc5df082ee81a584c43ea5d549792fcd
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/004_sbp-089-04_01_sequences.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-04"""
+record_control,account_name,"""Dovetail Collective"""
+record_control,salesforce_account_id,"""001SB089000003"""
+record_control,salesforce_opportunity_id,"""006SB089000003"""
+record_control,hubspot_company_id,"""8008910003"""
+record_control,hubspot_deal_id,"""8008920003"""
+record_control,gong_evidence_id,"""GE-089-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""01_sequences"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Dovetail Collective"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,3342330
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-09-01"""
+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-089-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-13 | EVT-089-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-089-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-089-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-089-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-089-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-089-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-089-004-7 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-089-004-8 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-089-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-089-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-089-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-089-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-089-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-089-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-089-004-15 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-089-004-16 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-089-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-089-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-089-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-089-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-089-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-089-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-089-004-23 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-089-004-24 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-089-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-089-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-21 | EVT-089-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-26 | EVT-089-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-31 | EVT-089-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-05 | EVT-089-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-10 | EVT-089-004-31 | buyer | security review remains seller-owned"", ""2026-11-15 | EVT-089-004-32 | seller | champion requested a revised mutual action plan"", ""2026-11-20 | EVT-089-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-25 | EVT-089-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-04 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,"""2026-09-14"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/005_sbp-089-05_01_sequences.eml b/task_files/sb100-089-dahlia-role-account/01_sequences/005_sbp-089-05_01_sequences.eml
new file mode 100644
index 0000000000000000000000000000000000000000..fe00cc6feaffde2e306244ba5ca18dd1b4f18d83
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/005_sbp-089-05_01_sequences.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-05 / 01_sequences
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-05",
+    "account_name": "Evergreen Works",
+    "salesforce_account_id": "001SB089000004",
+    "salesforce_opportunity_id": "006SB089000004",
+    "hubspot_company_id": "8008910004",
+    "hubspot_deal_id": "8008920004",
+    "gong_evidence_id": "GE-089-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "01_sequences",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Evergreen Works",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3479443,
+    "stage": "Negotiation",
+    "close_date": "2026-09-08",
+    "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-089-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-14 | EVT-089-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-089-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-089-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-089-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-089-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-089-005-6 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-089-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-089-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-089-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-089-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-089-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-089-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-089-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-089-005-14 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-089-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-089-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-089-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-089-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-089-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-089-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-089-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-089-005-22 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-089-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-089-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-089-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-089-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-089-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-089-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-089-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-089-005-30 | seller | security review remains seller-owned",
+      "2026-11-11 | EVT-089-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-16 | EVT-089-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-21 | EVT-089-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-26 | EVT-089-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-03",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000004",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/006_sbp-089-06_01_sequences.xml b/task_files/sb100-089-dahlia-role-account/01_sequences/006_sbp-089-06_01_sequences.xml
new file mode 100644
index 0000000000000000000000000000000000000000..92c69b1ae6ce75d87d12d35e02c1d79ec1bced8c
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/006_sbp-089-06_01_sequences.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-06",
+  "account_name": "Foxglove Technologies",
+  "salesforce_account_id": "001SB089000005",
+  "salesforce_opportunity_id": "006SB089000005",
+  "hubspot_company_id": "8008910005",
+  "hubspot_deal_id": "8008920005",
+  "gong_evidence_id": "GE-089-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "01_sequences",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Foxglove Technologies",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 3616556,
+  "stage": "Discovery",
+  "close_date": "2026-09-15",
+  "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-089-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-15 | EVT-089-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-20 | EVT-089-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-25 | EVT-089-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-30 | EVT-089-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-05 | EVT-089-006-5 | buyer | security review remains seller-owned",
+    "2026-07-10 | EVT-089-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-15 | EVT-089-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-20 | EVT-089-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-25 | EVT-089-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-30 | EVT-089-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-04 | EVT-089-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-09 | EVT-089-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-14 | EVT-089-006-13 | buyer | security review remains seller-owned",
+    "2026-08-19 | EVT-089-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-24 | EVT-089-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-29 | EVT-089-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-03 | EVT-089-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-08 | EVT-089-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-13 | EVT-089-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-18 | EVT-089-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-23 | EVT-089-006-21 | buyer | security review remains seller-owned",
+    "2026-09-28 | EVT-089-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-03 | EVT-089-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-08 | EVT-089-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-13 | EVT-089-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-18 | EVT-089-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-23 | EVT-089-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-28 | EVT-089-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-02 | EVT-089-006-29 | buyer | security review remains seller-owned",
+    "2026-11-07 | EVT-089-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-12 | EVT-089-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-17 | EVT-089-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-22 | EVT-089-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-27 | EVT-089-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-04",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930005",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/007_sbp-089-07_01_sequences.html b/task_files/sb100-089-dahlia-role-account/01_sequences/007_sbp-089-07_01_sequences.html
new file mode 100644
index 0000000000000000000000000000000000000000..ec9d35ae2c02858b26649e6db2d3c394444909ff
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/007_sbp-089-07_01_sequences.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;01_sequences&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Services&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 3753669,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-22&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-089-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-16 | EVT-089-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-21 | EVT-089-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-26 | EVT-089-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-01 | EVT-089-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-06 | EVT-089-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-11 | EVT-089-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-16 | EVT-089-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-21 | EVT-089-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-26 | EVT-089-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-31 | EVT-089-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-05 | EVT-089-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-10 | EVT-089-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-15 | EVT-089-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-20 | EVT-089-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-25 | EVT-089-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-30 | EVT-089-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-04 | EVT-089-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-09 | EVT-089-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-14 | EVT-089-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-19 | EVT-089-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-24 | EVT-089-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-29 | EVT-089-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-04 | EVT-089-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-09 | EVT-089-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-14 | EVT-089-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-19 | EVT-089-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-24 | EVT-089-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-29 | EVT-089-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-03 | EVT-089-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-08 | EVT-089-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-13 | EVT-089-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-18 | EVT-089-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-23 | EVT-089-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-28 | EVT-089-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000006&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-07 qualifies for consent-safe sequence remediation 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;2026-09-11&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>
diff --git a/task_files/sb100-089-dahlia-role-account/01_sequences/008_sbp-089-08_01_sequences.md b/task_files/sb100-089-dahlia-role-account/01_sequences/008_sbp-089-08_01_sequences.md
new file mode 100644
index 0000000000000000000000000000000000000000..57b5cccc98bd65ec640dd483a848b3ef89aa0b72
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/01_sequences/008_sbp-089-08_01_sequences.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-08",
+    "account_name": "Harbor Ventures",
+    "salesforce_account_id": "001SB089000007",
+    "salesforce_opportunity_id": "006SB089000007",
+    "hubspot_company_id": "8008910007",
+    "hubspot_deal_id": "8008920007",
+    "gong_evidence_id": "GE-089-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "01_sequences",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Harbor Ventures",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3890782,
+    "stage": "Discovery",
+    "close_date": "2026-09-29",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-089-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-089-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-089-008-3 | buyer | security review remains seller-owned",
+      "2026-07-02 | EVT-089-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-089-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-089-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-089-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-089-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-089-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-089-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-089-008-11 | buyer | security review remains seller-owned",
+      "2026-08-11 | EVT-089-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-089-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-089-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-089-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-089-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-089-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-089-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-089-008-19 | buyer | security review remains seller-owned",
+      "2026-09-20 | EVT-089-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-089-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-089-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-089-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-089-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-089-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-089-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-089-008-27 | buyer | security review remains seller-owned",
+      "2026-10-30 | EVT-089-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-089-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-089-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-089-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-19 | EVT-089-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-24 | EVT-089-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-29 | EVT-089-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930007",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/009_sbp-089-09_02_enrollments.md b/task_files/sb100-089-dahlia-role-account/02_enrollments/009_sbp-089-09_02_enrollments.md
new file mode 100644
index 0000000000000000000000000000000000000000..4de6dcb626fae83d8c776383bc0dc439f8fea060
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/009_sbp-089-09_02_enrollments.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-09",
+    "account_name": "Indigo Enterprises",
+    "salesforce_account_id": "001SB089000008",
+    "salesforce_opportunity_id": "006SB089000008",
+    "hubspot_company_id": "8008910008",
+    "hubspot_deal_id": "8008920008",
+    "gong_evidence_id": "GE-089-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "02_enrollments",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Indigo Enterprises",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4027895,
+    "stage": "Negotiation",
+    "close_date": "2026-10-06",
+    "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-089-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-18 | EVT-089-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-089-009-2 | seller | security review remains seller-owned",
+      "2026-06-28 | EVT-089-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-089-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-089-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-089-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-089-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-089-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-089-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-089-009-10 | seller | security review remains seller-owned",
+      "2026-08-07 | EVT-089-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-089-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-089-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-089-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-089-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-089-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-089-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-089-009-18 | seller | security review remains seller-owned",
+      "2026-09-16 | EVT-089-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-089-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-089-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-089-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-089-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-089-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-089-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-089-009-26 | seller | security review remains seller-owned",
+      "2026-10-26 | EVT-089-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-31 | EVT-089-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-05 | EVT-089-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-10 | EVT-089-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-15 | EVT-089-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-20 | EVT-089-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-25 | EVT-089-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-30 | EVT-089-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000008",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/010_sbp-089-10_02_enrollments.txt b/task_files/sb100-089-dahlia-role-account/02_enrollments/010_sbp-089-10_02_enrollments.txt
new file mode 100644
index 0000000000000000000000000000000000000000..1e9543f267bb4501bd13f508faf177cb192c8541
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/010_sbp-089-10_02_enrollments.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-10",
+    "account_name": "Juniper Cooperative",
+    "salesforce_account_id": "001SB089000009",
+    "salesforce_opportunity_id": "006SB089000009",
+    "hubspot_company_id": "8008910009",
+    "hubspot_deal_id": "8008920009",
+    "gong_evidence_id": "GE-089-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "02_enrollments",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Juniper Cooperative",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4165008,
+    "stage": "Discovery",
+    "close_date": "2026-10-13",
+    "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-089-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-19 | EVT-089-010-1 | buyer | security review remains seller-owned",
+      "2026-06-24 | EVT-089-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-089-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-089-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-089-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-089-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-089-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-089-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-089-010-9 | buyer | security review remains seller-owned",
+      "2026-08-03 | EVT-089-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-089-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-089-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-089-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-089-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-089-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-089-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-089-010-17 | buyer | security review remains seller-owned",
+      "2026-09-12 | EVT-089-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-089-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-089-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-089-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-089-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-089-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-089-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-089-010-25 | buyer | security review remains seller-owned",
+      "2026-10-22 | EVT-089-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-089-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-089-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-089-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-11 | EVT-089-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-16 | EVT-089-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-21 | EVT-089-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-26 | EVT-089-010-33 | buyer | security review remains seller-owned",
+      "2026-12-01 | EVT-089-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/011_sbp-089-11_02_enrollments.json b/task_files/sb100-089-dahlia-role-account/02_enrollments/011_sbp-089-11_02_enrollments.json
new file mode 100644
index 0000000000000000000000000000000000000000..881221a990d5809d1ddb881cb6675201c6be0b3b
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/011_sbp-089-11_02_enrollments.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4302121,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-10-20",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Platform",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930010",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-15",
+    "decision_code": "CHG-089-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-01 | EVT-089-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-06 | EVT-089-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-11 | EVT-089-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-16 | EVT-089-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-21 | EVT-089-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-26 | EVT-089-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-089-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-089-011-8 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-089-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-089-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-089-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-089-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-089-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-089-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-089-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-089-011-16 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-089-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-089-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-089-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-089-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-089-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-089-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-089-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-089-011-24 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-089-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-089-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-089-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-089-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-089-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-089-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-089-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-089-011-32 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-089-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-089-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-11 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Platform",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "02_enrollments",
+    "gong_evidence_id": "GE-089-11",
+    "hubspot_company_id": "8008910010",
+    "hubspot_deal_id": "8008920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-11",
+    "salesforce_account_id": "001SB089000010",
+    "salesforce_opportunity_id": "006SB089000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/012_sbp-089-12_02_enrollments.csv b/task_files/sb100-089-dahlia-role-account/02_enrollments/012_sbp-089-12_02_enrollments.csv
new file mode 100644
index 0000000000000000000000000000000000000000..5153aa29a090dffc12b012b4a509016d1c49809c
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/012_sbp-089-12_02_enrollments.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-12"""
+record_control,account_name,"""Lantern Corporation"""
+record_control,salesforce_account_id,"""001SB089000011"""
+record_control,salesforce_opportunity_id,"""006SB089000011"""
+record_control,hubspot_company_id,"""8008910011"""
+record_control,hubspot_deal_id,"""8008920011"""
+record_control,gong_evidence_id,"""GE-089-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""02_enrollments"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Lantern Corporation"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,4439234
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-27"""
+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-089-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-02 | EVT-089-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-07 | EVT-089-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-12 | EVT-089-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-17 | EVT-089-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-22 | EVT-089-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-27 | EVT-089-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-01 | EVT-089-012-7 | buyer | security review remains seller-owned"", ""2026-06-06 | EVT-089-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-11 | EVT-089-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-16 | EVT-089-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-21 | EVT-089-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-26 | EVT-089-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-01 | EVT-089-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-06 | EVT-089-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-11 | EVT-089-012-15 | buyer | security review remains seller-owned"", ""2026-07-16 | EVT-089-012-16 | seller | champion requested a revised mutual action plan"", ""2026-07-21 | EVT-089-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-26 | EVT-089-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-31 | EVT-089-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-05 | EVT-089-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-10 | EVT-089-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-15 | EVT-089-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-20 | EVT-089-012-23 | buyer | security review remains seller-owned"", ""2026-08-25 | EVT-089-012-24 | seller | champion requested a revised mutual action plan"", ""2026-08-30 | EVT-089-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-04 | EVT-089-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-09 | EVT-089-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-14 | EVT-089-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-19 | EVT-089-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-24 | EVT-089-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-29 | EVT-089-012-31 | buyer | security review remains seller-owned"", ""2026-10-04 | EVT-089-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-09 | EVT-089-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-14 | EVT-089-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-12 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,"""2026-09-16"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/013_sbp-089-13_02_enrollments.eml b/task_files/sb100-089-dahlia-role-account/02_enrollments/013_sbp-089-13_02_enrollments.eml
new file mode 100644
index 0000000000000000000000000000000000000000..15d303b62fd79e8fe8c6620c9d669230357d57cb
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/013_sbp-089-13_02_enrollments.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-13 / 02_enrollments
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-13",
+    "account_name": "Meridian Group",
+    "salesforce_account_id": "001SB089000012",
+    "salesforce_opportunity_id": "006SB089000012",
+    "hubspot_company_id": "8008910012",
+    "hubspot_deal_id": "8008920012",
+    "gong_evidence_id": "GE-089-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "02_enrollments",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Meridian Group",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4576347,
+    "stage": "Negotiation",
+    "close_date": "2026-11-03",
+    "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-089-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-03 | EVT-089-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-08 | EVT-089-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-13 | EVT-089-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-18 | EVT-089-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-089-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-089-013-6 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-089-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-089-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-089-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-089-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-089-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-089-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-089-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-089-013-14 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-089-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-089-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-089-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-089-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-089-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-089-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-089-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-089-013-22 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-089-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-089-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-089-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-089-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-089-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-089-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-089-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-089-013-30 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-089-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-089-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-089-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-089-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000012",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/014_sbp-089-14_02_enrollments.xml b/task_files/sb100-089-dahlia-role-account/02_enrollments/014_sbp-089-14_02_enrollments.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3ffeada4d0aad2b61bffe775d48b45aaca6eb728
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/014_sbp-089-14_02_enrollments.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-14",
+  "account_name": "Northstar Holdings",
+  "salesforce_account_id": "001SB089000013",
+  "salesforce_opportunity_id": "006SB089000013",
+  "hubspot_company_id": "8008910013",
+  "hubspot_deal_id": "8008920013",
+  "gong_evidence_id": "GE-089-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "02_enrollments",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Northstar Holdings",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 4713460,
+  "stage": "Discovery",
+  "close_date": "2026-11-10",
+  "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-089-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-04 | EVT-089-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-09 | EVT-089-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-14 | EVT-089-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-19 | EVT-089-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-24 | EVT-089-014-5 | buyer | security review remains seller-owned",
+    "2026-05-29 | EVT-089-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-03 | EVT-089-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-08 | EVT-089-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-13 | EVT-089-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-18 | EVT-089-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-23 | EVT-089-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-28 | EVT-089-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-03 | EVT-089-014-13 | buyer | security review remains seller-owned",
+    "2026-07-08 | EVT-089-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-13 | EVT-089-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-18 | EVT-089-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-23 | EVT-089-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-28 | EVT-089-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-02 | EVT-089-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-07 | EVT-089-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-12 | EVT-089-014-21 | buyer | security review remains seller-owned",
+    "2026-08-17 | EVT-089-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-22 | EVT-089-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-27 | EVT-089-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-01 | EVT-089-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-06 | EVT-089-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-11 | EVT-089-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-16 | EVT-089-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-21 | EVT-089-014-29 | buyer | security review remains seller-owned",
+    "2026-09-26 | EVT-089-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-01 | EVT-089-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-06 | EVT-089-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-11 | EVT-089-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-16 | EVT-089-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930013",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/015_sbp-089-15_02_enrollments.html b/task_files/sb100-089-dahlia-role-account/02_enrollments/015_sbp-089-15_02_enrollments.html
new file mode 100644
index 0000000000000000000000000000000000000000..ef15ebb32141c16a218f91b2cd1e08b4adbe501d
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/015_sbp-089-15_02_enrollments.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;02_enrollments&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Systems&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 4850573,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-17&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-089-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-05 | EVT-089-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-10 | EVT-089-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-15 | EVT-089-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-20 | EVT-089-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-25 | EVT-089-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-30 | EVT-089-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-04 | EVT-089-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-09 | EVT-089-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-14 | EVT-089-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-19 | EVT-089-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-24 | EVT-089-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-29 | EVT-089-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-04 | EVT-089-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-09 | EVT-089-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-14 | EVT-089-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-19 | EVT-089-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-24 | EVT-089-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-29 | EVT-089-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-03 | EVT-089-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-08 | EVT-089-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-13 | EVT-089-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-18 | EVT-089-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-23 | EVT-089-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-28 | EVT-089-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-02 | EVT-089-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-07 | EVT-089-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-12 | EVT-089-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-17 | EVT-089-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-22 | EVT-089-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-27 | EVT-089-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-02 | EVT-089-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-07 | EVT-089-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-12 | EVT-089-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-17 | EVT-089-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000014&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-15 qualifies for consent-safe sequence remediation 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;2026-09-13&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>
diff --git a/task_files/sb100-089-dahlia-role-account/02_enrollments/016_sbp-089-16_02_enrollments.md b/task_files/sb100-089-dahlia-role-account/02_enrollments/016_sbp-089-16_02_enrollments.md
new file mode 100644
index 0000000000000000000000000000000000000000..f9f6e247bd62d13424c7df348cf5e75e9ff97b99
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/02_enrollments/016_sbp-089-16_02_enrollments.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-16",
+    "account_name": "Palisade Partners",
+    "salesforce_account_id": "001SB089000015",
+    "salesforce_opportunity_id": "006SB089000015",
+    "hubspot_company_id": "8008910015",
+    "hubspot_deal_id": "8008920015",
+    "gong_evidence_id": "GE-089-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "02_enrollments",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Palisade Partners",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 287686,
+    "stage": "Discovery",
+    "close_date": "2026-11-24",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-089-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-11 | EVT-089-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-16 | EVT-089-016-3 | buyer | security review remains seller-owned",
+      "2026-05-21 | EVT-089-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-089-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-089-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-089-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-089-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-089-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-089-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-089-016-11 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-089-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-089-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-089-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-089-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-089-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-089-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-089-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-089-016-19 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-089-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-089-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-089-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-089-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-089-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-089-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-089-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-089-016-27 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-089-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-089-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-089-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-089-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-089-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-089-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-089-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930015",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/017_sbp-089-01_03_contacts.md b/task_files/sb100-089-dahlia-role-account/03_contacts/017_sbp-089-01_03_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..b47a6c9b92f5e0aa95c367191f37c1de66c6480d
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/017_sbp-089-01_03_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-01",
+    "account_name": "Alder Networks",
+    "salesforce_account_id": "001SB089000000",
+    "salesforce_opportunity_id": "006SB089000000",
+    "hubspot_company_id": "8008910000",
+    "hubspot_deal_id": "8008920000",
+    "gong_evidence_id": "GE-089-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "03_contacts",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Alder Networks",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 2930991,
+    "stage": "Negotiation",
+    "close_date": "2026-11-27",
+    "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-089-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-089-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-12 | EVT-089-017-2 | seller | security review remains seller-owned",
+      "2026-05-17 | EVT-089-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-089-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-089-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-089-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-089-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-089-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-089-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-089-017-10 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-089-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-089-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-089-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-089-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-089-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-089-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-089-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-089-017-18 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-089-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-089-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-089-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-089-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-089-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-089-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-089-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-089-017-26 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-089-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-089-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-089-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-089-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-089-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-089-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-089-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-089-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/018_sbp-089-02_03_contacts.txt b/task_files/sb100-089-dahlia-role-account/03_contacts/018_sbp-089-02_03_contacts.txt
new file mode 100644
index 0000000000000000000000000000000000000000..00a90363a0a67369535c9403ac9563a12164f34a
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/018_sbp-089-02_03_contacts.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-02",
+    "account_name": "Beacon Labs",
+    "salesforce_account_id": "001SB089000001",
+    "salesforce_opportunity_id": "006SB089000001",
+    "hubspot_company_id": "8008910001",
+    "hubspot_deal_id": "8008920001",
+    "gong_evidence_id": "GE-089-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "03_contacts",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Beacon Labs",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3068104,
+    "stage": "Discovery",
+    "close_date": "2026-12-04",
+    "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-089-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-08 | EVT-089-018-1 | buyer | security review remains seller-owned",
+      "2026-05-13 | EVT-089-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-18 | EVT-089-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-23 | EVT-089-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-28 | EVT-089-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-02 | EVT-089-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-07 | EVT-089-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-089-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-089-018-9 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-089-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-089-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-089-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-089-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-089-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-089-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-089-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-089-018-17 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-089-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-089-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-089-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-089-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-089-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-089-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-089-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-089-018-25 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-089-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-089-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-089-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-089-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-089-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-089-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-089-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-089-018-33 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-089-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000001",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/019_sbp-089-03_03_contacts.json b/task_files/sb100-089-dahlia-role-account/03_contacts/019_sbp-089-03_03_contacts.json
new file mode 100644
index 0000000000000000000000000000000000000000..28879138e38b7d719c72748ae697517dca7d255f
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/019_sbp-089-03_03_contacts.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3205217,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-12-11",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Industries",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930002",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-089-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-09 | EVT-089-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-14 | EVT-089-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-19 | EVT-089-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-089-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-089-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-089-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-089-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-089-019-8 | seller | security review remains seller-owned",
+      "2026-06-18 | EVT-089-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-089-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-089-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-089-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-089-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-089-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-089-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-089-019-16 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-089-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-089-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-089-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-089-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-089-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-089-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-089-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-089-019-24 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-089-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-089-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-089-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-089-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-089-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-089-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-089-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-089-019-32 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-089-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-089-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-03 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Industries",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "03_contacts",
+    "gong_evidence_id": "GE-089-03",
+    "hubspot_company_id": "8008910002",
+    "hubspot_deal_id": "8008920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-03",
+    "salesforce_account_id": "001SB089000002",
+    "salesforce_opportunity_id": "006SB089000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/020_sbp-089-04_03_contacts.csv b/task_files/sb100-089-dahlia-role-account/03_contacts/020_sbp-089-04_03_contacts.csv
new file mode 100644
index 0000000000000000000000000000000000000000..2a1278d2a67504c88641ec550a9a7e854341d345
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/020_sbp-089-04_03_contacts.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-04"""
+record_control,account_name,"""Dovetail Collective"""
+record_control,salesforce_account_id,"""001SB089000003"""
+record_control,salesforce_opportunity_id,"""006SB089000003"""
+record_control,hubspot_company_id,"""8008910003"""
+record_control,hubspot_deal_id,"""8008920003"""
+record_control,gong_evidence_id,"""GE-089-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""03_contacts"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Dovetail Collective"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,3342330
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-09-01"""
+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-089-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-10 | EVT-089-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-15 | EVT-089-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-20 | EVT-089-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-25 | EVT-089-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-30 | EVT-089-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-04 | EVT-089-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-09 | EVT-089-020-7 | buyer | security review remains seller-owned"", ""2026-06-14 | EVT-089-020-8 | seller | champion requested a revised mutual action plan"", ""2026-06-19 | EVT-089-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-24 | EVT-089-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-29 | EVT-089-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-04 | EVT-089-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-09 | EVT-089-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-14 | EVT-089-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-19 | EVT-089-020-15 | buyer | security review remains seller-owned"", ""2026-07-24 | EVT-089-020-16 | seller | champion requested a revised mutual action plan"", ""2026-07-29 | EVT-089-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-03 | EVT-089-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-08 | EVT-089-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-13 | EVT-089-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-18 | EVT-089-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-23 | EVT-089-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-28 | EVT-089-020-23 | buyer | security review remains seller-owned"", ""2026-09-02 | EVT-089-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-07 | EVT-089-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-12 | EVT-089-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-17 | EVT-089-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-22 | EVT-089-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-27 | EVT-089-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-02 | EVT-089-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-07 | EVT-089-020-31 | buyer | security review remains seller-owned"", ""2026-10-12 | EVT-089-020-32 | seller | champion requested a revised mutual action plan"", ""2026-10-17 | EVT-089-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-22 | EVT-089-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-04 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,"""2026-09-14"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/021_sbp-089-05_03_contacts.eml b/task_files/sb100-089-dahlia-role-account/03_contacts/021_sbp-089-05_03_contacts.eml
new file mode 100644
index 0000000000000000000000000000000000000000..f728b112f652f1555f3eb69978e458cab8525926
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/021_sbp-089-05_03_contacts.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-05 / 03_contacts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-05",
+    "account_name": "Evergreen Works",
+    "salesforce_account_id": "001SB089000004",
+    "salesforce_opportunity_id": "006SB089000004",
+    "hubspot_company_id": "8008910004",
+    "hubspot_deal_id": "8008920004",
+    "gong_evidence_id": "GE-089-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "03_contacts",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Evergreen Works",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3479443,
+    "stage": "Negotiation",
+    "close_date": "2026-09-08",
+    "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-089-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-089-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-16 | EVT-089-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-21 | EVT-089-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-26 | EVT-089-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-089-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-089-021-6 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-089-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-089-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-089-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-089-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-089-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-089-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-089-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-089-021-14 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-089-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-089-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-089-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-089-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-089-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-089-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-089-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-089-021-22 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-089-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-089-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-089-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-089-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-089-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-089-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-089-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-089-021-30 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-089-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-089-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-089-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-089-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-03",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000004",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/022_sbp-089-06_03_contacts.xml b/task_files/sb100-089-dahlia-role-account/03_contacts/022_sbp-089-06_03_contacts.xml
new file mode 100644
index 0000000000000000000000000000000000000000..f686f67298aae8aacb5ac3b92a1e7b2b3813eedf
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/022_sbp-089-06_03_contacts.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-06",
+  "account_name": "Foxglove Technologies",
+  "salesforce_account_id": "001SB089000005",
+  "salesforce_opportunity_id": "006SB089000005",
+  "hubspot_company_id": "8008910005",
+  "hubspot_deal_id": "8008920005",
+  "gong_evidence_id": "GE-089-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "03_contacts",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Foxglove Technologies",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 3616556,
+  "stage": "Discovery",
+  "close_date": "2026-09-15",
+  "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-089-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-12 | EVT-089-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-17 | EVT-089-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-22 | EVT-089-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-27 | EVT-089-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-01 | EVT-089-022-5 | buyer | security review remains seller-owned",
+    "2026-06-06 | EVT-089-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-11 | EVT-089-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-16 | EVT-089-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-21 | EVT-089-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-26 | EVT-089-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-01 | EVT-089-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-06 | EVT-089-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-11 | EVT-089-022-13 | buyer | security review remains seller-owned",
+    "2026-07-16 | EVT-089-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-21 | EVT-089-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-26 | EVT-089-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-31 | EVT-089-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-05 | EVT-089-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-10 | EVT-089-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-15 | EVT-089-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-20 | EVT-089-022-21 | buyer | security review remains seller-owned",
+    "2026-08-25 | EVT-089-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-30 | EVT-089-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-04 | EVT-089-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-09 | EVT-089-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-14 | EVT-089-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-19 | EVT-089-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-24 | EVT-089-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-29 | EVT-089-022-29 | buyer | security review remains seller-owned",
+    "2026-10-04 | EVT-089-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-09 | EVT-089-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-14 | EVT-089-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-19 | EVT-089-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-24 | EVT-089-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-04",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930005",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/023_sbp-089-07_03_contacts.html b/task_files/sb100-089-dahlia-role-account/03_contacts/023_sbp-089-07_03_contacts.html
new file mode 100644
index 0000000000000000000000000000000000000000..85d078317036f35bcaa3fcaf1a43982dfdf86011
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/023_sbp-089-07_03_contacts.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;03_contacts&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Services&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 3753669,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-22&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-089-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-13 | EVT-089-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-18 | EVT-089-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-23 | EVT-089-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-28 | EVT-089-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-02 | EVT-089-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-07 | EVT-089-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-12 | EVT-089-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-17 | EVT-089-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-22 | EVT-089-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-27 | EVT-089-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-02 | EVT-089-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-07 | EVT-089-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-12 | EVT-089-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-17 | EVT-089-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-22 | EVT-089-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-27 | EVT-089-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-01 | EVT-089-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-06 | EVT-089-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-11 | EVT-089-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-16 | EVT-089-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-21 | EVT-089-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-26 | EVT-089-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-31 | EVT-089-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-05 | EVT-089-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-10 | EVT-089-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-15 | EVT-089-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-20 | EVT-089-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-25 | EVT-089-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-30 | EVT-089-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-05 | EVT-089-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-10 | EVT-089-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-15 | EVT-089-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-20 | EVT-089-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-25 | EVT-089-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000006&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-07 qualifies for consent-safe sequence remediation 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;2026-09-11&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>
diff --git a/task_files/sb100-089-dahlia-role-account/03_contacts/024_sbp-089-08_03_contacts.md b/task_files/sb100-089-dahlia-role-account/03_contacts/024_sbp-089-08_03_contacts.md
new file mode 100644
index 0000000000000000000000000000000000000000..bfca7d95702e9ef483c41303efcfd158d0fc5ecd
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/03_contacts/024_sbp-089-08_03_contacts.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-08",
+    "account_name": "Harbor Ventures",
+    "salesforce_account_id": "001SB089000007",
+    "salesforce_opportunity_id": "006SB089000007",
+    "hubspot_company_id": "8008910007",
+    "hubspot_deal_id": "8008920007",
+    "gong_evidence_id": "GE-089-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "03_contacts",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Harbor Ventures",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3890782,
+    "stage": "Discovery",
+    "close_date": "2026-09-29",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-089-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-19 | EVT-089-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-24 | EVT-089-024-3 | buyer | security review remains seller-owned",
+      "2026-05-29 | EVT-089-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-089-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-089-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-089-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-089-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-089-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-089-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-089-024-11 | buyer | security review remains seller-owned",
+      "2026-07-08 | EVT-089-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-089-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-089-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-089-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-089-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-089-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-089-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-089-024-19 | buyer | security review remains seller-owned",
+      "2026-08-17 | EVT-089-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-089-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-089-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-089-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-089-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-089-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-089-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-089-024-27 | buyer | security review remains seller-owned",
+      "2026-09-26 | EVT-089-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-089-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-089-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-089-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-089-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-089-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-089-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930007",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/025_sbp-089-09_04_consent.md b/task_files/sb100-089-dahlia-role-account/04_consent/025_sbp-089-09_04_consent.md
new file mode 100644
index 0000000000000000000000000000000000000000..1d754ec4b67e733c6e3a7e433fc44d1ec5a8afd3
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/025_sbp-089-09_04_consent.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-09",
+    "account_name": "Indigo Enterprises",
+    "salesforce_account_id": "001SB089000008",
+    "salesforce_opportunity_id": "006SB089000008",
+    "hubspot_company_id": "8008910008",
+    "hubspot_deal_id": "8008920008",
+    "gong_evidence_id": "GE-089-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "04_consent",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Indigo Enterprises",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4027895,
+    "stage": "Negotiation",
+    "close_date": "2026-10-06",
+    "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-089-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-089-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-20 | EVT-089-025-2 | seller | security review remains seller-owned",
+      "2026-05-25 | EVT-089-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-089-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-089-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-089-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-089-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-089-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-089-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-089-025-10 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-089-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-089-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-089-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-089-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-089-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-089-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-089-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-089-025-18 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-089-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-089-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-089-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-089-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-089-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-089-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-089-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-089-025-26 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-089-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-089-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-089-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-089-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-089-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-089-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-089-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-089-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000008",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/026_sbp-089-10_04_consent.txt b/task_files/sb100-089-dahlia-role-account/04_consent/026_sbp-089-10_04_consent.txt
new file mode 100644
index 0000000000000000000000000000000000000000..09c8adc33fa0110da3d1fb37ffc3599674f8675d
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/026_sbp-089-10_04_consent.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-10",
+    "account_name": "Juniper Cooperative",
+    "salesforce_account_id": "001SB089000009",
+    "salesforce_opportunity_id": "006SB089000009",
+    "hubspot_company_id": "8008910009",
+    "hubspot_deal_id": "8008920009",
+    "gong_evidence_id": "GE-089-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "04_consent",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Juniper Cooperative",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4165008,
+    "stage": "Discovery",
+    "close_date": "2026-10-13",
+    "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-089-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-16 | EVT-089-026-1 | buyer | security review remains seller-owned",
+      "2026-05-21 | EVT-089-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-26 | EVT-089-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-31 | EVT-089-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-05 | EVT-089-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-10 | EVT-089-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-15 | EVT-089-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-089-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-089-026-9 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-089-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-089-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-089-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-089-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-089-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-089-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-089-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-089-026-17 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-089-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-089-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-089-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-089-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-089-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-089-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-089-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-089-026-25 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-089-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-089-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-089-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-089-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-089-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-089-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-089-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-089-026-33 | buyer | security review remains seller-owned",
+      "2026-10-28 | EVT-089-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/027_sbp-089-11_04_consent.json b/task_files/sb100-089-dahlia-role-account/04_consent/027_sbp-089-11_04_consent.json
new file mode 100644
index 0000000000000000000000000000000000000000..a2946a064b7aef703622a30a4594b4e8e03ef8f9
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/027_sbp-089-11_04_consent.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4302121,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-10-20",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Platform",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930010",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-15",
+    "decision_code": "CHG-089-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-17 | EVT-089-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-22 | EVT-089-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-27 | EVT-089-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-089-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-089-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-089-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-089-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-089-027-8 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-089-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-089-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-089-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-089-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-089-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-089-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-089-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-089-027-16 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-089-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-089-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-089-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-089-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-089-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-089-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-089-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-089-027-24 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-089-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-089-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-089-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-089-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-089-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-089-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-089-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-089-027-32 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-089-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-089-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-11 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Platform",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "04_consent",
+    "gong_evidence_id": "GE-089-11",
+    "hubspot_company_id": "8008910010",
+    "hubspot_deal_id": "8008920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-11",
+    "salesforce_account_id": "001SB089000010",
+    "salesforce_opportunity_id": "006SB089000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/028_sbp-089-12_04_consent.csv b/task_files/sb100-089-dahlia-role-account/04_consent/028_sbp-089-12_04_consent.csv
new file mode 100644
index 0000000000000000000000000000000000000000..07cc89135a9978123ef280f3b5dc01239fafe0ed
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/028_sbp-089-12_04_consent.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-12"""
+record_control,account_name,"""Lantern Corporation"""
+record_control,salesforce_account_id,"""001SB089000011"""
+record_control,salesforce_opportunity_id,"""006SB089000011"""
+record_control,hubspot_company_id,"""8008910011"""
+record_control,hubspot_deal_id,"""8008920011"""
+record_control,gong_evidence_id,"""GE-089-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""04_consent"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Lantern Corporation"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,4439234
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-27"""
+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-089-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-18 | EVT-089-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-23 | EVT-089-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-28 | EVT-089-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-02 | EVT-089-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-07 | EVT-089-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-12 | EVT-089-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-17 | EVT-089-028-7 | buyer | security review remains seller-owned"", ""2026-06-22 | EVT-089-028-8 | seller | champion requested a revised mutual action plan"", ""2026-06-27 | EVT-089-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-02 | EVT-089-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-07 | EVT-089-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-12 | EVT-089-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-17 | EVT-089-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-22 | EVT-089-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-27 | EVT-089-028-15 | buyer | security review remains seller-owned"", ""2026-08-01 | EVT-089-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-06 | EVT-089-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-11 | EVT-089-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-16 | EVT-089-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-21 | EVT-089-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-26 | EVT-089-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-31 | EVT-089-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-05 | EVT-089-028-23 | buyer | security review remains seller-owned"", ""2026-09-10 | EVT-089-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-15 | EVT-089-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-20 | EVT-089-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-25 | EVT-089-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-30 | EVT-089-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-05 | EVT-089-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-10 | EVT-089-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-15 | EVT-089-028-31 | buyer | security review remains seller-owned"", ""2026-10-20 | EVT-089-028-32 | seller | champion requested a revised mutual action plan"", ""2026-10-25 | EVT-089-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-30 | EVT-089-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-12 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,"""2026-09-16"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/029_sbp-089-13_04_consent.eml b/task_files/sb100-089-dahlia-role-account/04_consent/029_sbp-089-13_04_consent.eml
new file mode 100644
index 0000000000000000000000000000000000000000..033dd5a1135f5d1d31747c10fa199fa755142d49
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/029_sbp-089-13_04_consent.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-13 / 04_consent
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-13",
+    "account_name": "Meridian Group",
+    "salesforce_account_id": "001SB089000012",
+    "salesforce_opportunity_id": "006SB089000012",
+    "hubspot_company_id": "8008910012",
+    "hubspot_deal_id": "8008920012",
+    "gong_evidence_id": "GE-089-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "04_consent",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Meridian Group",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4576347,
+    "stage": "Negotiation",
+    "close_date": "2026-11-03",
+    "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-089-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-089-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-24 | EVT-089-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-29 | EVT-089-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-03 | EVT-089-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-08 | EVT-089-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-089-029-6 | seller | security review remains seller-owned",
+      "2026-06-18 | EVT-089-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-089-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-089-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-089-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-089-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-089-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-089-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-089-029-14 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-089-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-089-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-089-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-089-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-089-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-089-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-089-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-089-029-22 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-089-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-089-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-089-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-089-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-089-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-089-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-089-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-089-029-30 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-089-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-089-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-089-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-089-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000012",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/030_sbp-089-14_04_consent.xml b/task_files/sb100-089-dahlia-role-account/04_consent/030_sbp-089-14_04_consent.xml
new file mode 100644
index 0000000000000000000000000000000000000000..63d98af9cddf507c277a3a3c9271e261ecace74e
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/030_sbp-089-14_04_consent.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-14",
+  "account_name": "Northstar Holdings",
+  "salesforce_account_id": "001SB089000013",
+  "salesforce_opportunity_id": "006SB089000013",
+  "hubspot_company_id": "8008910013",
+  "hubspot_deal_id": "8008920013",
+  "gong_evidence_id": "GE-089-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "04_consent",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Northstar Holdings",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 4713460,
+  "stage": "Discovery",
+  "close_date": "2026-11-10",
+  "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-089-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-20 | EVT-089-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-25 | EVT-089-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-30 | EVT-089-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-04 | EVT-089-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-09 | EVT-089-030-5 | buyer | security review remains seller-owned",
+    "2026-06-14 | EVT-089-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-19 | EVT-089-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-24 | EVT-089-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-29 | EVT-089-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-04 | EVT-089-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-09 | EVT-089-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-14 | EVT-089-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-19 | EVT-089-030-13 | buyer | security review remains seller-owned",
+    "2026-07-24 | EVT-089-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-29 | EVT-089-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-03 | EVT-089-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-08 | EVT-089-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-13 | EVT-089-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-18 | EVT-089-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-23 | EVT-089-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-28 | EVT-089-030-21 | buyer | security review remains seller-owned",
+    "2026-09-02 | EVT-089-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-07 | EVT-089-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-12 | EVT-089-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-17 | EVT-089-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-22 | EVT-089-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-27 | EVT-089-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-02 | EVT-089-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-07 | EVT-089-030-29 | buyer | security review remains seller-owned",
+    "2026-10-12 | EVT-089-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-17 | EVT-089-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-22 | EVT-089-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-27 | EVT-089-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-01 | EVT-089-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930013",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/031_sbp-089-15_04_consent.html b/task_files/sb100-089-dahlia-role-account/04_consent/031_sbp-089-15_04_consent.html
new file mode 100644
index 0000000000000000000000000000000000000000..69c53f4d8daa4e87f4fc74c8313c2e9884bdfa8e
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/031_sbp-089-15_04_consent.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;04_consent&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Systems&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 4850573,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-17&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-089-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-21 | EVT-089-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-26 | EVT-089-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-31 | EVT-089-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-05 | EVT-089-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-10 | EVT-089-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-15 | EVT-089-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-20 | EVT-089-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-25 | EVT-089-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-30 | EVT-089-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-05 | EVT-089-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-10 | EVT-089-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-15 | EVT-089-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-20 | EVT-089-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-25 | EVT-089-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-30 | EVT-089-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-04 | EVT-089-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-09 | EVT-089-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-14 | EVT-089-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-19 | EVT-089-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-24 | EVT-089-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-29 | EVT-089-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-03 | EVT-089-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-08 | EVT-089-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-13 | EVT-089-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-18 | EVT-089-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-23 | EVT-089-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-28 | EVT-089-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-03 | EVT-089-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-08 | EVT-089-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-13 | EVT-089-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-18 | EVT-089-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-23 | EVT-089-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-28 | EVT-089-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-02 | EVT-089-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000014&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-15 qualifies for consent-safe sequence remediation 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;2026-09-13&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>
diff --git a/task_files/sb100-089-dahlia-role-account/04_consent/032_sbp-089-16_04_consent.md b/task_files/sb100-089-dahlia-role-account/04_consent/032_sbp-089-16_04_consent.md
new file mode 100644
index 0000000000000000000000000000000000000000..704e7a1811277e679d1cdaca7813dae3b7ebed14
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/04_consent/032_sbp-089-16_04_consent.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-16",
+    "account_name": "Palisade Partners",
+    "salesforce_account_id": "001SB089000015",
+    "salesforce_opportunity_id": "006SB089000015",
+    "hubspot_company_id": "8008910015",
+    "hubspot_deal_id": "8008920015",
+    "gong_evidence_id": "GE-089-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "04_consent",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Palisade Partners",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 287686,
+    "stage": "Discovery",
+    "close_date": "2026-11-24",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-089-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-27 | EVT-089-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-01 | EVT-089-032-3 | buyer | security review remains seller-owned",
+      "2026-06-06 | EVT-089-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-089-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-089-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-089-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-089-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-089-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-089-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-089-032-11 | buyer | security review remains seller-owned",
+      "2026-07-16 | EVT-089-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-089-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-089-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-089-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-089-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-089-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-089-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-089-032-19 | buyer | security review remains seller-owned",
+      "2026-08-25 | EVT-089-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-089-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-089-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-089-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-089-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-089-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-089-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-089-032-27 | buyer | security review remains seller-owned",
+      "2026-10-04 | EVT-089-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-089-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-089-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-089-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-089-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-089-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-089-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930015",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/033_sbp-089-01_05_suppressions.md b/task_files/sb100-089-dahlia-role-account/05_suppressions/033_sbp-089-01_05_suppressions.md
new file mode 100644
index 0000000000000000000000000000000000000000..6e5fcbd70bc65d43eeb41e10785ad5f6e606fa3d
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/033_sbp-089-01_05_suppressions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-01",
+    "account_name": "Alder Networks",
+    "salesforce_account_id": "001SB089000000",
+    "salesforce_opportunity_id": "006SB089000000",
+    "hubspot_company_id": "8008910000",
+    "hubspot_deal_id": "8008920000",
+    "gong_evidence_id": "GE-089-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "05_suppressions",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Alder Networks",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 2930991,
+    "stage": "Negotiation",
+    "close_date": "2026-11-27",
+    "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-089-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-089-033-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-089-033-2 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-089-033-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-089-033-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-089-033-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-089-033-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-089-033-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-089-033-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-089-033-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-089-033-10 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-089-033-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-089-033-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-089-033-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-089-033-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-089-033-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-089-033-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-089-033-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-089-033-18 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-089-033-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-089-033-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-089-033-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-089-033-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-089-033-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-089-033-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-089-033-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-089-033-26 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-089-033-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-089-033-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-089-033-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-089-033-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-089-033-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-089-033-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-089-033-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-089-033-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/034_sbp-089-02_05_suppressions.txt b/task_files/sb100-089-dahlia-role-account/05_suppressions/034_sbp-089-02_05_suppressions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..403f4d2f4a59677e1dccd3ad5744f41a47b35aa0
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/034_sbp-089-02_05_suppressions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-02",
+    "account_name": "Beacon Labs",
+    "salesforce_account_id": "001SB089000001",
+    "salesforce_opportunity_id": "006SB089000001",
+    "hubspot_company_id": "8008910001",
+    "hubspot_deal_id": "8008920001",
+    "gong_evidence_id": "GE-089-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "05_suppressions",
+    "source_version": "v3.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Beacon Labs",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3068104,
+    "stage": "Discovery",
+    "close_date": "2026-12-04",
+    "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-089-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-24 | EVT-089-034-1 | buyer | security review remains seller-owned",
+      "2026-05-29 | EVT-089-034-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-03 | EVT-089-034-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-08 | EVT-089-034-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-13 | EVT-089-034-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-18 | EVT-089-034-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-23 | EVT-089-034-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-28 | EVT-089-034-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-03 | EVT-089-034-9 | buyer | security review remains seller-owned",
+      "2026-07-08 | EVT-089-034-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-13 | EVT-089-034-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-18 | EVT-089-034-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-23 | EVT-089-034-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-28 | EVT-089-034-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-02 | EVT-089-034-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-07 | EVT-089-034-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-12 | EVT-089-034-17 | buyer | security review remains seller-owned",
+      "2026-08-17 | EVT-089-034-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-22 | EVT-089-034-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-27 | EVT-089-034-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-01 | EVT-089-034-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-06 | EVT-089-034-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-11 | EVT-089-034-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-16 | EVT-089-034-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-21 | EVT-089-034-25 | buyer | security review remains seller-owned",
+      "2026-09-26 | EVT-089-034-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-01 | EVT-089-034-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-06 | EVT-089-034-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-11 | EVT-089-034-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-16 | EVT-089-034-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-21 | EVT-089-034-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-26 | EVT-089-034-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-31 | EVT-089-034-33 | buyer | security review remains seller-owned",
+      "2026-11-05 | EVT-089-034-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000001",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/035_sbp-089-03_05_suppressions.json b/task_files/sb100-089-dahlia-role-account/05_suppressions/035_sbp-089-03_05_suppressions.json
new file mode 100644
index 0000000000000000000000000000000000000000..c3020a26982928e3cdc31e343972c95dd130149a
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/035_sbp-089-03_05_suppressions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3205217,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-12-11",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Industries",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930002",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-089-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-25 | EVT-089-035-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-089-035-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-089-035-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-089-035-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-089-035-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-089-035-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-089-035-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-089-035-8 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-089-035-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-089-035-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-089-035-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-089-035-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-089-035-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-089-035-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-089-035-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-089-035-16 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-089-035-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-089-035-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-089-035-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-089-035-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-089-035-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-089-035-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-089-035-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-089-035-24 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-089-035-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-089-035-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-089-035-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-089-035-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-089-035-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-089-035-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-089-035-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-089-035-32 | seller | security review remains seller-owned",
+      "2026-11-01 | EVT-089-035-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-089-035-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-03 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Industries",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "05_suppressions",
+    "gong_evidence_id": "GE-089-03",
+    "hubspot_company_id": "8008910002",
+    "hubspot_deal_id": "8008920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-03",
+    "salesforce_account_id": "001SB089000002",
+    "salesforce_opportunity_id": "006SB089000002",
+    "source_version": "v4.8",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/036_sbp-089-04_05_suppressions.csv b/task_files/sb100-089-dahlia-role-account/05_suppressions/036_sbp-089-04_05_suppressions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..aafd36db79b07959bbd4dcfcbe74bedf7d672138
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/036_sbp-089-04_05_suppressions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-04"""
+record_control,account_name,"""Dovetail Collective"""
+record_control,salesforce_account_id,"""001SB089000003"""
+record_control,salesforce_opportunity_id,"""006SB089000003"""
+record_control,hubspot_company_id,"""8008910003"""
+record_control,hubspot_deal_id,"""8008920003"""
+record_control,gong_evidence_id,"""GE-089-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""05_suppressions"""
+record_control,source_version,"""v1.0"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Dovetail Collective"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,3342330
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-09-01"""
+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-089-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-26 | EVT-089-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-31 | EVT-089-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-05 | EVT-089-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-10 | EVT-089-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-15 | EVT-089-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-20 | EVT-089-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-25 | EVT-089-036-7 | buyer | security review remains seller-owned"", ""2026-06-30 | EVT-089-036-8 | seller | champion requested a revised mutual action plan"", ""2026-07-05 | EVT-089-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-10 | EVT-089-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-15 | EVT-089-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-20 | EVT-089-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-25 | EVT-089-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-30 | EVT-089-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-04 | EVT-089-036-15 | buyer | security review remains seller-owned"", ""2026-08-09 | EVT-089-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-14 | EVT-089-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-19 | EVT-089-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-24 | EVT-089-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-29 | EVT-089-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-03 | EVT-089-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-08 | EVT-089-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-13 | EVT-089-036-23 | buyer | security review remains seller-owned"", ""2026-09-18 | EVT-089-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-23 | EVT-089-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-28 | EVT-089-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-03 | EVT-089-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-08 | EVT-089-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-13 | EVT-089-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-18 | EVT-089-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-23 | EVT-089-036-31 | buyer | security review remains seller-owned"", ""2026-10-28 | EVT-089-036-32 | seller | champion requested a revised mutual action plan"", ""2026-11-02 | EVT-089-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-07 | EVT-089-036-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-04 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,"""2026-09-14"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/037_sbp-089-05_05_suppressions.eml b/task_files/sb100-089-dahlia-role-account/05_suppressions/037_sbp-089-05_05_suppressions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..7a4369fc1343d75f1396a2e1440bab61aafbd3a8
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/037_sbp-089-05_05_suppressions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-05 / 05_suppressions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-05",
+    "account_name": "Evergreen Works",
+    "salesforce_account_id": "001SB089000004",
+    "salesforce_opportunity_id": "006SB089000004",
+    "hubspot_company_id": "8008910004",
+    "hubspot_deal_id": "8008920004",
+    "gong_evidence_id": "GE-089-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "05_suppressions",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Evergreen Works",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3479443,
+    "stage": "Negotiation",
+    "close_date": "2026-09-08",
+    "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-089-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-27 | EVT-089-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-01 | EVT-089-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-06 | EVT-089-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-11 | EVT-089-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-16 | EVT-089-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-089-037-6 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-089-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-089-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-089-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-089-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-089-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-089-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-089-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-089-037-14 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-089-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-089-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-089-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-089-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-089-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-089-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-089-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-089-037-22 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-089-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-089-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-089-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-089-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-089-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-089-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-089-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-089-037-30 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-089-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-089-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-089-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-089-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-03",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000004",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/038_sbp-089-06_05_suppressions.xml b/task_files/sb100-089-dahlia-role-account/05_suppressions/038_sbp-089-06_05_suppressions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..f8c7d1bcc718fa4ff8e6fe4fbedfb55fdcdf2fde
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/038_sbp-089-06_05_suppressions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-06",
+  "account_name": "Foxglove Technologies",
+  "salesforce_account_id": "001SB089000005",
+  "salesforce_opportunity_id": "006SB089000005",
+  "hubspot_company_id": "8008910005",
+  "hubspot_deal_id": "8008920005",
+  "gong_evidence_id": "GE-089-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "05_suppressions",
+  "source_version": "v3.2",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Foxglove Technologies",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 3616556,
+  "stage": "Discovery",
+  "close_date": "2026-09-15",
+  "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-089-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-28 | EVT-089-038-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-02 | EVT-089-038-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-07 | EVT-089-038-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-12 | EVT-089-038-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-17 | EVT-089-038-5 | buyer | security review remains seller-owned",
+    "2026-06-22 | EVT-089-038-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-27 | EVT-089-038-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-02 | EVT-089-038-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-07 | EVT-089-038-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-12 | EVT-089-038-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-17 | EVT-089-038-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-22 | EVT-089-038-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-27 | EVT-089-038-13 | buyer | security review remains seller-owned",
+    "2026-08-01 | EVT-089-038-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-06 | EVT-089-038-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-11 | EVT-089-038-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-16 | EVT-089-038-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-21 | EVT-089-038-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-26 | EVT-089-038-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-31 | EVT-089-038-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-05 | EVT-089-038-21 | buyer | security review remains seller-owned",
+    "2026-09-10 | EVT-089-038-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-15 | EVT-089-038-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-20 | EVT-089-038-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-25 | EVT-089-038-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-30 | EVT-089-038-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-05 | EVT-089-038-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-10 | EVT-089-038-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-15 | EVT-089-038-29 | buyer | security review remains seller-owned",
+    "2026-10-20 | EVT-089-038-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-25 | EVT-089-038-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-30 | EVT-089-038-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-04 | EVT-089-038-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-09 | EVT-089-038-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-04",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930005",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/039_sbp-089-07_05_suppressions.html b/task_files/sb100-089-dahlia-role-account/05_suppressions/039_sbp-089-07_05_suppressions.html
new file mode 100644
index 0000000000000000000000000000000000000000..5c0df47a5f39c94b1bff2c56a65f5dc9cdd4cf13
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/039_sbp-089-07_05_suppressions.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;05_suppressions&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Services&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 3753669,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-22&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-089-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-29 | EVT-089-039-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-03 | EVT-089-039-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-08 | EVT-089-039-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-13 | EVT-089-039-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-18 | EVT-089-039-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-23 | EVT-089-039-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-28 | EVT-089-039-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-03 | EVT-089-039-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-08 | EVT-089-039-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-13 | EVT-089-039-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-18 | EVT-089-039-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-23 | EVT-089-039-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-28 | EVT-089-039-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-02 | EVT-089-039-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-07 | EVT-089-039-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-12 | EVT-089-039-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-17 | EVT-089-039-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-22 | EVT-089-039-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-27 | EVT-089-039-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-01 | EVT-089-039-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-06 | EVT-089-039-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-11 | EVT-089-039-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-16 | EVT-089-039-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-21 | EVT-089-039-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-26 | EVT-089-039-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-01 | EVT-089-039-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-06 | EVT-089-039-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-11 | EVT-089-039-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-16 | EVT-089-039-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-21 | EVT-089-039-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-26 | EVT-089-039-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-31 | EVT-089-039-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-05 | EVT-089-039-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-10 | EVT-089-039-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000006&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-07 qualifies for consent-safe sequence remediation 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;2026-09-11&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>
diff --git a/task_files/sb100-089-dahlia-role-account/05_suppressions/040_sbp-089-08_05_suppressions.md b/task_files/sb100-089-dahlia-role-account/05_suppressions/040_sbp-089-08_05_suppressions.md
new file mode 100644
index 0000000000000000000000000000000000000000..f96422ec81c87e5bc6b0fab0c45e7b8531db8896
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/05_suppressions/040_sbp-089-08_05_suppressions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-08",
+    "account_name": "Harbor Ventures",
+    "salesforce_account_id": "001SB089000007",
+    "salesforce_opportunity_id": "006SB089000007",
+    "hubspot_company_id": "8008910007",
+    "hubspot_deal_id": "8008920007",
+    "gong_evidence_id": "GE-089-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "05_suppressions",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Harbor Ventures",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3890782,
+    "stage": "Discovery",
+    "close_date": "2026-09-29",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-089-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-04 | EVT-089-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-09 | EVT-089-040-3 | buyer | security review remains seller-owned",
+      "2026-06-14 | EVT-089-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-089-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-089-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-089-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-089-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-089-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-089-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-089-040-11 | buyer | security review remains seller-owned",
+      "2026-07-24 | EVT-089-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-089-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-089-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-089-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-089-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-089-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-089-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-089-040-19 | buyer | security review remains seller-owned",
+      "2026-09-02 | EVT-089-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-089-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-089-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-089-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-089-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-089-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-089-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-089-040-27 | buyer | security review remains seller-owned",
+      "2026-10-12 | EVT-089-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-089-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-089-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-089-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-089-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-089-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-089-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930007",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/041_sbp-089-09_06_email_events.md b/task_files/sb100-089-dahlia-role-account/06_email_events/041_sbp-089-09_06_email_events.md
new file mode 100644
index 0000000000000000000000000000000000000000..626ffe63cb9ba9b944a98a91881eee1a9f200932
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/041_sbp-089-09_06_email_events.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-09",
+    "account_name": "Indigo Enterprises",
+    "salesforce_account_id": "001SB089000008",
+    "salesforce_opportunity_id": "006SB089000008",
+    "hubspot_company_id": "8008910008",
+    "hubspot_deal_id": "8008920008",
+    "gong_evidence_id": "GE-089-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "06_email_events",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Indigo Enterprises",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4027895,
+    "stage": "Negotiation",
+    "close_date": "2026-10-06",
+    "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-089-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-089-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-089-041-2 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-089-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-089-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-089-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-089-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-089-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-089-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-089-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-089-041-10 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-089-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-089-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-089-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-089-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-089-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-089-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-089-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-089-041-18 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-089-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-089-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-089-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-089-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-089-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-089-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-089-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-089-041-26 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-089-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-089-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-089-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-089-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-089-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-089-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-089-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-089-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000008",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/042_sbp-089-10_06_email_events.txt b/task_files/sb100-089-dahlia-role-account/06_email_events/042_sbp-089-10_06_email_events.txt
new file mode 100644
index 0000000000000000000000000000000000000000..60768f53339f8e2da46a227ac3f518f39cdc1990
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/042_sbp-089-10_06_email_events.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-10",
+    "account_name": "Juniper Cooperative",
+    "salesforce_account_id": "001SB089000009",
+    "salesforce_opportunity_id": "006SB089000009",
+    "hubspot_company_id": "8008910009",
+    "hubspot_deal_id": "8008920009",
+    "gong_evidence_id": "GE-089-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "06_email_events",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Juniper Cooperative",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4165008,
+    "stage": "Discovery",
+    "close_date": "2026-10-13",
+    "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-089-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-01 | EVT-089-042-1 | buyer | security review remains seller-owned",
+      "2026-06-06 | EVT-089-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-11 | EVT-089-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-16 | EVT-089-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-21 | EVT-089-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-26 | EVT-089-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-01 | EVT-089-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-06 | EVT-089-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-11 | EVT-089-042-9 | buyer | security review remains seller-owned",
+      "2026-07-16 | EVT-089-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-21 | EVT-089-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-26 | EVT-089-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-31 | EVT-089-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-05 | EVT-089-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-10 | EVT-089-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-15 | EVT-089-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-20 | EVT-089-042-17 | buyer | security review remains seller-owned",
+      "2026-08-25 | EVT-089-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-30 | EVT-089-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-04 | EVT-089-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-09 | EVT-089-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-14 | EVT-089-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-19 | EVT-089-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-24 | EVT-089-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-29 | EVT-089-042-25 | buyer | security review remains seller-owned",
+      "2026-10-04 | EVT-089-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-09 | EVT-089-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-14 | EVT-089-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-19 | EVT-089-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-24 | EVT-089-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-29 | EVT-089-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-03 | EVT-089-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-08 | EVT-089-042-33 | buyer | security review remains seller-owned",
+      "2026-11-13 | EVT-089-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/043_sbp-089-11_06_email_events.json b/task_files/sb100-089-dahlia-role-account/06_email_events/043_sbp-089-11_06_email_events.json
new file mode 100644
index 0000000000000000000000000000000000000000..2675da0cec1592dcb9d5321ae04c15ece43fb7a1
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/043_sbp-089-11_06_email_events.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4302121,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-10-20",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Platform",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930010",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-15",
+    "decision_code": "CHG-089-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-02 | EVT-089-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-089-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-089-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-089-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-089-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-089-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-089-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-089-043-8 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-089-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-089-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-089-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-089-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-089-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-089-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-089-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-089-043-16 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-089-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-089-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-089-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-089-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-089-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-089-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-089-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-089-043-24 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-089-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-089-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-089-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-089-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-089-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-089-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-089-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-089-043-32 | seller | security review remains seller-owned",
+      "2026-11-09 | EVT-089-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-14 | EVT-089-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-11 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Platform",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "06_email_events",
+    "gong_evidence_id": "GE-089-11",
+    "hubspot_company_id": "8008910010",
+    "hubspot_deal_id": "8008920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-11",
+    "salesforce_account_id": "001SB089000010",
+    "salesforce_opportunity_id": "006SB089000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/044_sbp-089-12_06_email_events.csv b/task_files/sb100-089-dahlia-role-account/06_email_events/044_sbp-089-12_06_email_events.csv
new file mode 100644
index 0000000000000000000000000000000000000000..89f58de08bca103e0b058a9a39a1456b3877b433
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/044_sbp-089-12_06_email_events.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-12"""
+record_control,account_name,"""Lantern Corporation"""
+record_control,salesforce_account_id,"""001SB089000011"""
+record_control,salesforce_opportunity_id,"""006SB089000011"""
+record_control,hubspot_company_id,"""8008910011"""
+record_control,hubspot_deal_id,"""8008920011"""
+record_control,gong_evidence_id,"""GE-089-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""06_email_events"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Lantern Corporation"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,4439234
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-27"""
+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-089-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-03 | EVT-089-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-08 | EVT-089-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-13 | EVT-089-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-18 | EVT-089-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-23 | EVT-089-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-28 | EVT-089-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-03 | EVT-089-044-7 | buyer | security review remains seller-owned"", ""2026-07-08 | EVT-089-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-13 | EVT-089-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-18 | EVT-089-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-23 | EVT-089-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-28 | EVT-089-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-02 | EVT-089-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-07 | EVT-089-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-12 | EVT-089-044-15 | buyer | security review remains seller-owned"", ""2026-08-17 | EVT-089-044-16 | seller | champion requested a revised mutual action plan"", ""2026-08-22 | EVT-089-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-27 | EVT-089-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-01 | EVT-089-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-06 | EVT-089-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-11 | EVT-089-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-16 | EVT-089-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-21 | EVT-089-044-23 | buyer | security review remains seller-owned"", ""2026-09-26 | EVT-089-044-24 | seller | champion requested a revised mutual action plan"", ""2026-10-01 | EVT-089-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-06 | EVT-089-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-11 | EVT-089-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-16 | EVT-089-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-21 | EVT-089-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-26 | EVT-089-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-31 | EVT-089-044-31 | buyer | security review remains seller-owned"", ""2026-11-05 | EVT-089-044-32 | seller | champion requested a revised mutual action plan"", ""2026-11-10 | EVT-089-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-15 | EVT-089-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-12 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,"""2026-09-16"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/045_sbp-089-13_06_email_events.eml b/task_files/sb100-089-dahlia-role-account/06_email_events/045_sbp-089-13_06_email_events.eml
new file mode 100644
index 0000000000000000000000000000000000000000..00d471b662f0c2709f1b4a3719ae6edf0190b86d
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/045_sbp-089-13_06_email_events.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-13 / 06_email_events
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-13",
+    "account_name": "Meridian Group",
+    "salesforce_account_id": "001SB089000012",
+    "salesforce_opportunity_id": "006SB089000012",
+    "hubspot_company_id": "8008910012",
+    "hubspot_deal_id": "8008920012",
+    "gong_evidence_id": "GE-089-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "06_email_events",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Meridian Group",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4576347,
+    "stage": "Negotiation",
+    "close_date": "2026-11-03",
+    "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-089-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-04 | EVT-089-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-089-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-089-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-089-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-089-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-089-045-6 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-089-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-089-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-089-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-089-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-089-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-089-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-089-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-089-045-14 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-089-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-089-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-089-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-089-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-089-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-089-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-089-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-089-045-22 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-089-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-089-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-089-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-089-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-089-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-089-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-22 | EVT-089-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-27 | EVT-089-045-30 | seller | security review remains seller-owned",
+      "2026-11-01 | EVT-089-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-06 | EVT-089-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-11 | EVT-089-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-16 | EVT-089-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000012",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/046_sbp-089-14_06_email_events.xml b/task_files/sb100-089-dahlia-role-account/06_email_events/046_sbp-089-14_06_email_events.xml
new file mode 100644
index 0000000000000000000000000000000000000000..7adf9948267c28ff7489ee8009a6af7bc7cc78dc
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/046_sbp-089-14_06_email_events.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-14",
+  "account_name": "Northstar Holdings",
+  "salesforce_account_id": "001SB089000013",
+  "salesforce_opportunity_id": "006SB089000013",
+  "hubspot_company_id": "8008910013",
+  "hubspot_deal_id": "8008920013",
+  "gong_evidence_id": "GE-089-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "06_email_events",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Northstar Holdings",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 4713460,
+  "stage": "Discovery",
+  "close_date": "2026-11-10",
+  "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-089-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-05 | EVT-089-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-10 | EVT-089-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-15 | EVT-089-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-20 | EVT-089-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-25 | EVT-089-046-5 | buyer | security review remains seller-owned",
+    "2026-06-30 | EVT-089-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-05 | EVT-089-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-10 | EVT-089-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-15 | EVT-089-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-20 | EVT-089-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-25 | EVT-089-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-30 | EVT-089-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-04 | EVT-089-046-13 | buyer | security review remains seller-owned",
+    "2026-08-09 | EVT-089-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-14 | EVT-089-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-19 | EVT-089-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-24 | EVT-089-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-29 | EVT-089-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-03 | EVT-089-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-08 | EVT-089-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-13 | EVT-089-046-21 | buyer | security review remains seller-owned",
+    "2026-09-18 | EVT-089-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-23 | EVT-089-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-28 | EVT-089-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-03 | EVT-089-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-08 | EVT-089-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-13 | EVT-089-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-18 | EVT-089-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-23 | EVT-089-046-29 | buyer | security review remains seller-owned",
+    "2026-10-28 | EVT-089-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-02 | EVT-089-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-07 | EVT-089-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-12 | EVT-089-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-17 | EVT-089-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930013",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/047_sbp-089-15_06_email_events.html b/task_files/sb100-089-dahlia-role-account/06_email_events/047_sbp-089-15_06_email_events.html
new file mode 100644
index 0000000000000000000000000000000000000000..ba59664e239170b6276c9a4c1b22aa47a13e8f68
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/047_sbp-089-15_06_email_events.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;06_email_events&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Systems&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 4850573,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-17&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-089-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-06 | EVT-089-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-11 | EVT-089-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-16 | EVT-089-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-21 | EVT-089-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-26 | EVT-089-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-01 | EVT-089-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-06 | EVT-089-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-11 | EVT-089-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-16 | EVT-089-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-21 | EVT-089-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-26 | EVT-089-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-31 | EVT-089-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-05 | EVT-089-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-10 | EVT-089-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-15 | EVT-089-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-20 | EVT-089-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-25 | EVT-089-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-30 | EVT-089-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-04 | EVT-089-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-09 | EVT-089-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-14 | EVT-089-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-19 | EVT-089-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-24 | EVT-089-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-29 | EVT-089-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-04 | EVT-089-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-09 | EVT-089-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-14 | EVT-089-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-19 | EVT-089-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-24 | EVT-089-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-29 | EVT-089-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-03 | EVT-089-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-08 | EVT-089-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-13 | EVT-089-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-18 | EVT-089-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000014&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-15 qualifies for consent-safe sequence remediation 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;2026-09-13&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>
diff --git a/task_files/sb100-089-dahlia-role-account/06_email_events/048_sbp-089-16_06_email_events.md b/task_files/sb100-089-dahlia-role-account/06_email_events/048_sbp-089-16_06_email_events.md
new file mode 100644
index 0000000000000000000000000000000000000000..c10135681e8299289d4ddbf791409be5e9863ad4
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/06_email_events/048_sbp-089-16_06_email_events.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-16",
+    "account_name": "Palisade Partners",
+    "salesforce_account_id": "001SB089000015",
+    "salesforce_opportunity_id": "006SB089000015",
+    "hubspot_company_id": "8008910015",
+    "hubspot_deal_id": "8008920015",
+    "gong_evidence_id": "GE-089-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "06_email_events",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Palisade Partners",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 287686,
+    "stage": "Discovery",
+    "close_date": "2026-11-24",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-07 | EVT-089-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-12 | EVT-089-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-17 | EVT-089-048-3 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-089-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-089-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-089-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-089-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-089-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-089-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-089-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-089-048-11 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-089-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-089-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-089-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-089-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-089-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-089-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-089-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-089-048-19 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-089-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-089-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-089-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-089-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-089-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-089-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-089-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-089-048-27 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-089-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-089-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-089-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-089-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-089-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-089-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-089-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930015",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/049_sbp-089-01_07_domains.md b/task_files/sb100-089-dahlia-role-account/07_domains/049_sbp-089-01_07_domains.md
new file mode 100644
index 0000000000000000000000000000000000000000..f07dd1b94401c69b0133883f19d46557340b260c
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/049_sbp-089-01_07_domains.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-01",
+    "account_name": "Alder Networks",
+    "salesforce_account_id": "001SB089000000",
+    "salesforce_opportunity_id": "006SB089000000",
+    "hubspot_company_id": "8008910000",
+    "hubspot_deal_id": "8008920000",
+    "gong_evidence_id": "GE-089-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "07_domains",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Alder Networks",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 2930991,
+    "stage": "Negotiation",
+    "close_date": "2026-11-27",
+    "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-089-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-08 | EVT-089-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-13 | EVT-089-049-2 | seller | security review remains seller-owned",
+      "2026-06-18 | EVT-089-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-089-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-089-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-089-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-089-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-089-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-089-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-089-049-10 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-089-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-089-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-089-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-089-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-089-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-089-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-089-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-089-049-18 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-089-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-089-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-089-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-089-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-089-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-089-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-089-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-089-049-26 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-089-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-089-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-089-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-089-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-089-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-089-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-089-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-089-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/050_sbp-089-02_07_domains.txt b/task_files/sb100-089-dahlia-role-account/07_domains/050_sbp-089-02_07_domains.txt
new file mode 100644
index 0000000000000000000000000000000000000000..9dbc957dd6131de52fed42d1409c1b83b4641d78
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/050_sbp-089-02_07_domains.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-02",
+    "account_name": "Beacon Labs",
+    "salesforce_account_id": "001SB089000001",
+    "salesforce_opportunity_id": "006SB089000001",
+    "hubspot_company_id": "8008910001",
+    "hubspot_deal_id": "8008920001",
+    "gong_evidence_id": "GE-089-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "07_domains",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Beacon Labs",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3068104,
+    "stage": "Discovery",
+    "close_date": "2026-12-04",
+    "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-089-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-09 | EVT-089-050-1 | buyer | security review remains seller-owned",
+      "2026-06-14 | EVT-089-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-19 | EVT-089-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-24 | EVT-089-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-29 | EVT-089-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-04 | EVT-089-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-09 | EVT-089-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-14 | EVT-089-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-19 | EVT-089-050-9 | buyer | security review remains seller-owned",
+      "2026-07-24 | EVT-089-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-29 | EVT-089-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-03 | EVT-089-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-08 | EVT-089-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-13 | EVT-089-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-18 | EVT-089-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-23 | EVT-089-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-28 | EVT-089-050-17 | buyer | security review remains seller-owned",
+      "2026-09-02 | EVT-089-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-07 | EVT-089-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-12 | EVT-089-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-17 | EVT-089-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-22 | EVT-089-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-27 | EVT-089-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-02 | EVT-089-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-07 | EVT-089-050-25 | buyer | security review remains seller-owned",
+      "2026-10-12 | EVT-089-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-17 | EVT-089-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-22 | EVT-089-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-27 | EVT-089-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-01 | EVT-089-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-06 | EVT-089-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-11 | EVT-089-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-16 | EVT-089-050-33 | buyer | security review remains seller-owned",
+      "2026-11-21 | EVT-089-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000001",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/051_sbp-089-03_07_domains.json b/task_files/sb100-089-dahlia-role-account/07_domains/051_sbp-089-03_07_domains.json
new file mode 100644
index 0000000000000000000000000000000000000000..3d6b76fc1590c010ec0cb00f8d9a93af8a11c804
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/051_sbp-089-03_07_domains.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3205217,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-12-11",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Industries",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930002",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-089-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-10 | EVT-089-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-089-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-089-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-089-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-089-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-089-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-089-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-089-051-8 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-089-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-089-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-089-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-089-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-089-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-089-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-089-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-089-051-16 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-089-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-089-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-089-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-089-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-089-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-089-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-089-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-089-051-24 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-089-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-089-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-089-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-089-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-089-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-089-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-07 | EVT-089-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-12 | EVT-089-051-32 | seller | security review remains seller-owned",
+      "2026-11-17 | EVT-089-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-22 | EVT-089-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-03 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Industries",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "07_domains",
+    "gong_evidence_id": "GE-089-03",
+    "hubspot_company_id": "8008910002",
+    "hubspot_deal_id": "8008920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-03",
+    "salesforce_account_id": "001SB089000002",
+    "salesforce_opportunity_id": "006SB089000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/052_sbp-089-04_07_domains.csv b/task_files/sb100-089-dahlia-role-account/07_domains/052_sbp-089-04_07_domains.csv
new file mode 100644
index 0000000000000000000000000000000000000000..5088e406c2b5777efb35047c703aeaf76b95f176
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/052_sbp-089-04_07_domains.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-04"""
+record_control,account_name,"""Dovetail Collective"""
+record_control,salesforce_account_id,"""001SB089000003"""
+record_control,salesforce_opportunity_id,"""006SB089000003"""
+record_control,hubspot_company_id,"""8008910003"""
+record_control,hubspot_deal_id,"""8008920003"""
+record_control,gong_evidence_id,"""GE-089-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""07_domains"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Dovetail Collective"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,3342330
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-09-01"""
+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-089-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-11 | EVT-089-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-16 | EVT-089-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-21 | EVT-089-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-26 | EVT-089-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-01 | EVT-089-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-06 | EVT-089-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-11 | EVT-089-052-7 | buyer | security review remains seller-owned"", ""2026-07-16 | EVT-089-052-8 | seller | champion requested a revised mutual action plan"", ""2026-07-21 | EVT-089-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-26 | EVT-089-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-31 | EVT-089-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-05 | EVT-089-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-10 | EVT-089-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-15 | EVT-089-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-20 | EVT-089-052-15 | buyer | security review remains seller-owned"", ""2026-08-25 | EVT-089-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-30 | EVT-089-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-04 | EVT-089-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-09 | EVT-089-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-14 | EVT-089-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-19 | EVT-089-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-24 | EVT-089-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-29 | EVT-089-052-23 | buyer | security review remains seller-owned"", ""2026-10-04 | EVT-089-052-24 | seller | champion requested a revised mutual action plan"", ""2026-10-09 | EVT-089-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-14 | EVT-089-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-19 | EVT-089-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-24 | EVT-089-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-29 | EVT-089-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-03 | EVT-089-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-08 | EVT-089-052-31 | buyer | security review remains seller-owned"", ""2026-11-13 | EVT-089-052-32 | seller | champion requested a revised mutual action plan"", ""2026-11-18 | EVT-089-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-23 | EVT-089-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-04 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,"""2026-09-14"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/053_sbp-089-05_07_domains.eml b/task_files/sb100-089-dahlia-role-account/07_domains/053_sbp-089-05_07_domains.eml
new file mode 100644
index 0000000000000000000000000000000000000000..7164d22a90b99917d12632d8d27baf8f5fe78386
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/053_sbp-089-05_07_domains.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-05 / 07_domains
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-05",
+    "account_name": "Evergreen Works",
+    "salesforce_account_id": "001SB089000004",
+    "salesforce_opportunity_id": "006SB089000004",
+    "hubspot_company_id": "8008910004",
+    "hubspot_deal_id": "8008920004",
+    "gong_evidence_id": "GE-089-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "07_domains",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Evergreen Works",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3479443,
+    "stage": "Negotiation",
+    "close_date": "2026-09-08",
+    "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-089-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-12 | EVT-089-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-089-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-089-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-089-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-089-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-089-053-6 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-089-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-089-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-089-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-089-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-089-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-089-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-089-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-089-053-14 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-089-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-089-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-089-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-089-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-089-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-089-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-089-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-089-053-22 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-089-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-089-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-089-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-089-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-089-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-089-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-30 | EVT-089-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-04 | EVT-089-053-30 | seller | security review remains seller-owned",
+      "2026-11-09 | EVT-089-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-14 | EVT-089-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-19 | EVT-089-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-24 | EVT-089-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-03",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000004",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/054_sbp-089-06_07_domains.xml b/task_files/sb100-089-dahlia-role-account/07_domains/054_sbp-089-06_07_domains.xml
new file mode 100644
index 0000000000000000000000000000000000000000..03b3266de2423eefbd97421769731c867617871c
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/054_sbp-089-06_07_domains.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-06",
+  "account_name": "Foxglove Technologies",
+  "salesforce_account_id": "001SB089000005",
+  "salesforce_opportunity_id": "006SB089000005",
+  "hubspot_company_id": "8008910005",
+  "hubspot_deal_id": "8008920005",
+  "gong_evidence_id": "GE-089-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "07_domains",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Foxglove Technologies",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 3616556,
+  "stage": "Discovery",
+  "close_date": "2026-09-15",
+  "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-089-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-13 | EVT-089-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-18 | EVT-089-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-23 | EVT-089-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-28 | EVT-089-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-03 | EVT-089-054-5 | buyer | security review remains seller-owned",
+    "2026-07-08 | EVT-089-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-13 | EVT-089-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-18 | EVT-089-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-23 | EVT-089-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-28 | EVT-089-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-02 | EVT-089-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-07 | EVT-089-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-12 | EVT-089-054-13 | buyer | security review remains seller-owned",
+    "2026-08-17 | EVT-089-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-22 | EVT-089-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-27 | EVT-089-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-01 | EVT-089-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-06 | EVT-089-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-11 | EVT-089-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-16 | EVT-089-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-21 | EVT-089-054-21 | buyer | security review remains seller-owned",
+    "2026-09-26 | EVT-089-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-01 | EVT-089-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-06 | EVT-089-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-11 | EVT-089-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-16 | EVT-089-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-21 | EVT-089-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-26 | EVT-089-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-31 | EVT-089-054-29 | buyer | security review remains seller-owned",
+    "2026-11-05 | EVT-089-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-10 | EVT-089-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-15 | EVT-089-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-20 | EVT-089-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-25 | EVT-089-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-04",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930005",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/055_sbp-089-07_07_domains.html b/task_files/sb100-089-dahlia-role-account/07_domains/055_sbp-089-07_07_domains.html
new file mode 100644
index 0000000000000000000000000000000000000000..f144f898057670c3165ee5f0fa8f32b1103de8bb
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/055_sbp-089-07_07_domains.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;07_domains&quot;,
+    &quot;source_version&quot;: &quot;v4.1&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Services&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 3753669,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-22&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-089-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-14 | EVT-089-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-19 | EVT-089-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-24 | EVT-089-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-29 | EVT-089-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-04 | EVT-089-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-09 | EVT-089-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-14 | EVT-089-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-19 | EVT-089-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-24 | EVT-089-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-29 | EVT-089-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-03 | EVT-089-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-08 | EVT-089-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-13 | EVT-089-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-18 | EVT-089-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-23 | EVT-089-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-28 | EVT-089-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-02 | EVT-089-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-07 | EVT-089-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-12 | EVT-089-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-17 | EVT-089-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-22 | EVT-089-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-27 | EVT-089-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-02 | EVT-089-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-07 | EVT-089-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-12 | EVT-089-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-17 | EVT-089-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-22 | EVT-089-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-27 | EVT-089-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-01 | EVT-089-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-06 | EVT-089-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-11 | EVT-089-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-16 | EVT-089-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-21 | EVT-089-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-26 | EVT-089-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000006&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-07 qualifies for consent-safe sequence remediation 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;2026-09-11&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>
diff --git a/task_files/sb100-089-dahlia-role-account/07_domains/056_sbp-089-08_07_domains.md b/task_files/sb100-089-dahlia-role-account/07_domains/056_sbp-089-08_07_domains.md
new file mode 100644
index 0000000000000000000000000000000000000000..ee11ee6233e7e81ad99cc8805e2eb72fdc488024
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/07_domains/056_sbp-089-08_07_domains.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-08",
+    "account_name": "Harbor Ventures",
+    "salesforce_account_id": "001SB089000007",
+    "salesforce_opportunity_id": "006SB089000007",
+    "hubspot_company_id": "8008910007",
+    "hubspot_deal_id": "8008920007",
+    "gong_evidence_id": "GE-089-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "07_domains",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Harbor Ventures",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3890782,
+    "stage": "Discovery",
+    "close_date": "2026-09-29",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-089-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-20 | EVT-089-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-25 | EVT-089-056-3 | buyer | security review remains seller-owned",
+      "2026-06-30 | EVT-089-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-05 | EVT-089-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-10 | EVT-089-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-15 | EVT-089-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-20 | EVT-089-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-25 | EVT-089-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-30 | EVT-089-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-04 | EVT-089-056-11 | buyer | security review remains seller-owned",
+      "2026-08-09 | EVT-089-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-14 | EVT-089-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-19 | EVT-089-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-24 | EVT-089-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-29 | EVT-089-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-03 | EVT-089-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-08 | EVT-089-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-13 | EVT-089-056-19 | buyer | security review remains seller-owned",
+      "2026-09-18 | EVT-089-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-23 | EVT-089-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-28 | EVT-089-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-03 | EVT-089-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-08 | EVT-089-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-13 | EVT-089-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-18 | EVT-089-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-23 | EVT-089-056-27 | buyer | security review remains seller-owned",
+      "2026-10-28 | EVT-089-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-02 | EVT-089-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-07 | EVT-089-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-12 | EVT-089-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-17 | EVT-089-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-22 | EVT-089-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-27 | EVT-089-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930007",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/057_sbp-089-09_08_salesforce_campaigns.md b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/057_sbp-089-09_08_salesforce_campaigns.md
new file mode 100644
index 0000000000000000000000000000000000000000..10cc046bbee0db3b01de1f363a921848fc1252ca
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/057_sbp-089-09_08_salesforce_campaigns.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-09",
+    "account_name": "Indigo Enterprises",
+    "salesforce_account_id": "001SB089000008",
+    "salesforce_opportunity_id": "006SB089000008",
+    "hubspot_company_id": "8008910008",
+    "hubspot_deal_id": "8008920008",
+    "gong_evidence_id": "GE-089-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "08_salesforce_campaigns",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Indigo Enterprises",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4027895,
+    "stage": "Negotiation",
+    "close_date": "2026-10-06",
+    "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-089-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-089-057-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-21 | EVT-089-057-2 | seller | security review remains seller-owned",
+      "2026-06-26 | EVT-089-057-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-01 | EVT-089-057-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-06 | EVT-089-057-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-11 | EVT-089-057-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-16 | EVT-089-057-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-21 | EVT-089-057-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-26 | EVT-089-057-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-31 | EVT-089-057-10 | seller | security review remains seller-owned",
+      "2026-08-05 | EVT-089-057-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-10 | EVT-089-057-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-15 | EVT-089-057-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-20 | EVT-089-057-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-25 | EVT-089-057-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-30 | EVT-089-057-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-04 | EVT-089-057-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-09 | EVT-089-057-18 | seller | security review remains seller-owned",
+      "2026-09-14 | EVT-089-057-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-19 | EVT-089-057-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-24 | EVT-089-057-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-29 | EVT-089-057-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-04 | EVT-089-057-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-09 | EVT-089-057-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-14 | EVT-089-057-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-19 | EVT-089-057-26 | seller | security review remains seller-owned",
+      "2026-10-24 | EVT-089-057-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-29 | EVT-089-057-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-03 | EVT-089-057-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-08 | EVT-089-057-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-13 | EVT-089-057-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-18 | EVT-089-057-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-23 | EVT-089-057-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-28 | EVT-089-057-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000008",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/058_sbp-089-10_08_salesforce_campaigns.txt b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/058_sbp-089-10_08_salesforce_campaigns.txt
new file mode 100644
index 0000000000000000000000000000000000000000..b7adae04cd4fc17c113769c6f4a2708adf26c316
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/058_sbp-089-10_08_salesforce_campaigns.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-10",
+    "account_name": "Juniper Cooperative",
+    "salesforce_account_id": "001SB089000009",
+    "salesforce_opportunity_id": "006SB089000009",
+    "hubspot_company_id": "8008910009",
+    "hubspot_deal_id": "8008920009",
+    "gong_evidence_id": "GE-089-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "08_salesforce_campaigns",
+    "source_version": "v3.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Juniper Cooperative",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4165008,
+    "stage": "Discovery",
+    "close_date": "2026-10-13",
+    "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-089-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-17 | EVT-089-058-1 | buyer | security review remains seller-owned",
+      "2026-06-22 | EVT-089-058-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-27 | EVT-089-058-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-02 | EVT-089-058-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-07 | EVT-089-058-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-12 | EVT-089-058-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-17 | EVT-089-058-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-22 | EVT-089-058-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-27 | EVT-089-058-9 | buyer | security review remains seller-owned",
+      "2026-08-01 | EVT-089-058-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-06 | EVT-089-058-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-11 | EVT-089-058-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-16 | EVT-089-058-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-21 | EVT-089-058-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-26 | EVT-089-058-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-31 | EVT-089-058-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-05 | EVT-089-058-17 | buyer | security review remains seller-owned",
+      "2026-09-10 | EVT-089-058-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-15 | EVT-089-058-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-20 | EVT-089-058-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-25 | EVT-089-058-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-30 | EVT-089-058-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-05 | EVT-089-058-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-10 | EVT-089-058-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-15 | EVT-089-058-25 | buyer | security review remains seller-owned",
+      "2026-10-20 | EVT-089-058-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-25 | EVT-089-058-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-30 | EVT-089-058-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-04 | EVT-089-058-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-09 | EVT-089-058-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-14 | EVT-089-058-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-19 | EVT-089-058-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-24 | EVT-089-058-33 | buyer | security review remains seller-owned",
+      "2026-11-29 | EVT-089-058-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/059_sbp-089-11_08_salesforce_campaigns.json b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/059_sbp-089-11_08_salesforce_campaigns.json
new file mode 100644
index 0000000000000000000000000000000000000000..55a2635e9f813e8acf69a7e19b7df4a59a7baaeb
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/059_sbp-089-11_08_salesforce_campaigns.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4302121,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-10-20",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Platform",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930010",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-15",
+    "decision_code": "CHG-089-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-18 | EVT-089-059-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-23 | EVT-089-059-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-28 | EVT-089-059-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-03 | EVT-089-059-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-08 | EVT-089-059-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-13 | EVT-089-059-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-18 | EVT-089-059-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-23 | EVT-089-059-8 | seller | security review remains seller-owned",
+      "2026-07-28 | EVT-089-059-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-02 | EVT-089-059-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-07 | EVT-089-059-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-12 | EVT-089-059-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-17 | EVT-089-059-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-22 | EVT-089-059-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-27 | EVT-089-059-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-01 | EVT-089-059-16 | seller | security review remains seller-owned",
+      "2026-09-06 | EVT-089-059-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-11 | EVT-089-059-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-16 | EVT-089-059-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-21 | EVT-089-059-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-26 | EVT-089-059-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-01 | EVT-089-059-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-06 | EVT-089-059-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-11 | EVT-089-059-24 | seller | security review remains seller-owned",
+      "2026-10-16 | EVT-089-059-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-21 | EVT-089-059-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-26 | EVT-089-059-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-31 | EVT-089-059-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-05 | EVT-089-059-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-10 | EVT-089-059-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-15 | EVT-089-059-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-20 | EVT-089-059-32 | seller | security review remains seller-owned",
+      "2026-11-25 | EVT-089-059-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-30 | EVT-089-059-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-11 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Platform",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "08_salesforce_campaigns",
+    "gong_evidence_id": "GE-089-11",
+    "hubspot_company_id": "8008910010",
+    "hubspot_deal_id": "8008920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-11",
+    "salesforce_account_id": "001SB089000010",
+    "salesforce_opportunity_id": "006SB089000010",
+    "source_version": "v4.5",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/060_sbp-089-12_08_salesforce_campaigns.csv b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/060_sbp-089-12_08_salesforce_campaigns.csv
new file mode 100644
index 0000000000000000000000000000000000000000..4dab685439bc49ec82e1d99f69c40df26bde593d
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/060_sbp-089-12_08_salesforce_campaigns.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-12"""
+record_control,account_name,"""Lantern Corporation"""
+record_control,salesforce_account_id,"""001SB089000011"""
+record_control,salesforce_opportunity_id,"""006SB089000011"""
+record_control,hubspot_company_id,"""8008910011"""
+record_control,hubspot_deal_id,"""8008920011"""
+record_control,gong_evidence_id,"""GE-089-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""08_salesforce_campaigns"""
+record_control,source_version,"""v1.6"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Lantern Corporation"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,4439234
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-27"""
+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-089-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-19 | EVT-089-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-24 | EVT-089-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-29 | EVT-089-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-04 | EVT-089-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-09 | EVT-089-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-14 | EVT-089-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-19 | EVT-089-060-7 | buyer | security review remains seller-owned"", ""2026-07-24 | EVT-089-060-8 | seller | champion requested a revised mutual action plan"", ""2026-07-29 | EVT-089-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-03 | EVT-089-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-08 | EVT-089-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-13 | EVT-089-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-18 | EVT-089-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-23 | EVT-089-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-28 | EVT-089-060-15 | buyer | security review remains seller-owned"", ""2026-09-02 | EVT-089-060-16 | seller | champion requested a revised mutual action plan"", ""2026-09-07 | EVT-089-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-12 | EVT-089-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-17 | EVT-089-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-22 | EVT-089-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-27 | EVT-089-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-02 | EVT-089-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-07 | EVT-089-060-23 | buyer | security review remains seller-owned"", ""2026-10-12 | EVT-089-060-24 | seller | champion requested a revised mutual action plan"", ""2026-10-17 | EVT-089-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-22 | EVT-089-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-27 | EVT-089-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-11-01 | EVT-089-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-06 | EVT-089-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-11 | EVT-089-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-16 | EVT-089-060-31 | buyer | security review remains seller-owned"", ""2026-11-21 | EVT-089-060-32 | seller | champion requested a revised mutual action plan"", ""2026-11-26 | EVT-089-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-12-01 | EVT-089-060-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-12 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,"""2026-09-16"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/061_sbp-089-13_08_salesforce_campaigns.eml b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/061_sbp-089-13_08_salesforce_campaigns.eml
new file mode 100644
index 0000000000000000000000000000000000000000..f0b09de71ce5aa1aa8a3dfb0490e9d130abe42eb
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/061_sbp-089-13_08_salesforce_campaigns.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-13 / 08_salesforce_campaigns
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-13",
+    "account_name": "Meridian Group",
+    "salesforce_account_id": "001SB089000012",
+    "salesforce_opportunity_id": "006SB089000012",
+    "hubspot_company_id": "8008910012",
+    "hubspot_deal_id": "8008920012",
+    "gong_evidence_id": "GE-089-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "08_salesforce_campaigns",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Meridian Group",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4576347,
+    "stage": "Negotiation",
+    "close_date": "2026-11-03",
+    "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-089-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-01 | EVT-089-061-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-06 | EVT-089-061-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-11 | EVT-089-061-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-16 | EVT-089-061-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-21 | EVT-089-061-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-089-061-6 | seller | security review remains seller-owned",
+      "2026-05-31 | EVT-089-061-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-089-061-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-089-061-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-089-061-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-089-061-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-089-061-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-089-061-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-089-061-14 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-089-061-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-089-061-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-089-061-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-089-061-18 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-089-061-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-089-061-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-089-061-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-089-061-22 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-089-061-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-089-061-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-089-061-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-089-061-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-089-061-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-089-061-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-089-061-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-089-061-30 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-089-061-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-089-061-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-089-061-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-089-061-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000012",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/062_sbp-089-14_08_salesforce_campaigns.xml b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/062_sbp-089-14_08_salesforce_campaigns.xml
new file mode 100644
index 0000000000000000000000000000000000000000..0af694f06d1d2333afa90c5c95805e6c0faceadc
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/062_sbp-089-14_08_salesforce_campaigns.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-14",
+  "account_name": "Northstar Holdings",
+  "salesforce_account_id": "001SB089000013",
+  "salesforce_opportunity_id": "006SB089000013",
+  "hubspot_company_id": "8008910013",
+  "hubspot_deal_id": "8008920013",
+  "gong_evidence_id": "GE-089-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "08_salesforce_campaigns",
+  "source_version": "v3.8",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Northstar Holdings",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 4713460,
+  "stage": "Discovery",
+  "close_date": "2026-11-10",
+  "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-089-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-02 | EVT-089-062-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-07 | EVT-089-062-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-12 | EVT-089-062-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-17 | EVT-089-062-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-22 | EVT-089-062-5 | buyer | security review remains seller-owned",
+    "2026-05-27 | EVT-089-062-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-01 | EVT-089-062-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-06 | EVT-089-062-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-11 | EVT-089-062-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-16 | EVT-089-062-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-21 | EVT-089-062-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-26 | EVT-089-062-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-01 | EVT-089-062-13 | buyer | security review remains seller-owned",
+    "2026-07-06 | EVT-089-062-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-11 | EVT-089-062-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-16 | EVT-089-062-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-21 | EVT-089-062-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-26 | EVT-089-062-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-31 | EVT-089-062-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-05 | EVT-089-062-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-10 | EVT-089-062-21 | buyer | security review remains seller-owned",
+    "2026-08-15 | EVT-089-062-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-20 | EVT-089-062-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-25 | EVT-089-062-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-30 | EVT-089-062-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-04 | EVT-089-062-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-09 | EVT-089-062-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-14 | EVT-089-062-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-19 | EVT-089-062-29 | buyer | security review remains seller-owned",
+    "2026-09-24 | EVT-089-062-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-29 | EVT-089-062-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-04 | EVT-089-062-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-09 | EVT-089-062-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-14 | EVT-089-062-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930013",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/063_sbp-089-15_08_salesforce_campaigns.html b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/063_sbp-089-15_08_salesforce_campaigns.html
new file mode 100644
index 0000000000000000000000000000000000000000..e7d45c3b0f94033c336f222af06ae7ada1421fc5
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/063_sbp-089-15_08_salesforce_campaigns.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;08_salesforce_campaigns&quot;,
+    &quot;source_version&quot;: &quot;v4.0&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Systems&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 4850573,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-17&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-089-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-03 | EVT-089-063-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-08 | EVT-089-063-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-13 | EVT-089-063-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-18 | EVT-089-063-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-23 | EVT-089-063-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-28 | EVT-089-063-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-02 | EVT-089-063-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-07 | EVT-089-063-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-12 | EVT-089-063-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-17 | EVT-089-063-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-22 | EVT-089-063-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-27 | EVT-089-063-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-02 | EVT-089-063-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-07 | EVT-089-063-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-12 | EVT-089-063-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-17 | EVT-089-063-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-22 | EVT-089-063-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-27 | EVT-089-063-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-01 | EVT-089-063-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-06 | EVT-089-063-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-11 | EVT-089-063-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-16 | EVT-089-063-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-21 | EVT-089-063-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-26 | EVT-089-063-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-31 | EVT-089-063-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-05 | EVT-089-063-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-10 | EVT-089-063-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-15 | EVT-089-063-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-20 | EVT-089-063-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-25 | EVT-089-063-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-30 | EVT-089-063-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-05 | EVT-089-063-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-10 | EVT-089-063-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-15 | EVT-089-063-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000014&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-15 qualifies for consent-safe sequence remediation 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;2026-09-13&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>
diff --git a/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/064_sbp-089-16_08_salesforce_campaigns.md b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/064_sbp-089-16_08_salesforce_campaigns.md
new file mode 100644
index 0000000000000000000000000000000000000000..88eb167c9c76c8a8c97f3fa75ea802851a9a775f
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/08_salesforce_campaigns/064_sbp-089-16_08_salesforce_campaigns.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-16",
+    "account_name": "Palisade Partners",
+    "salesforce_account_id": "001SB089000015",
+    "salesforce_opportunity_id": "006SB089000015",
+    "hubspot_company_id": "8008910015",
+    "hubspot_deal_id": "8008920015",
+    "gong_evidence_id": "GE-089-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "08_salesforce_campaigns",
+    "source_version": "v1.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Palisade Partners",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 287686,
+    "stage": "Discovery",
+    "close_date": "2026-11-24",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-089-064-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-09 | EVT-089-064-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-14 | EVT-089-064-3 | buyer | security review remains seller-owned",
+      "2026-05-19 | EVT-089-064-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-089-064-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-089-064-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-089-064-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-089-064-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-089-064-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-089-064-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-089-064-11 | buyer | security review remains seller-owned",
+      "2026-06-28 | EVT-089-064-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-089-064-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-089-064-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-089-064-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-089-064-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-089-064-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-089-064-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-089-064-19 | buyer | security review remains seller-owned",
+      "2026-08-07 | EVT-089-064-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-089-064-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-089-064-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-089-064-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-089-064-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-089-064-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-089-064-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-089-064-27 | buyer | security review remains seller-owned",
+      "2026-09-16 | EVT-089-064-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-089-064-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-089-064-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-089-064-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-089-064-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-089-064-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-089-064-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930015",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/065_sbp-089-01_09_hubspot_workflows.md b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/065_sbp-089-01_09_hubspot_workflows.md
new file mode 100644
index 0000000000000000000000000000000000000000..affdd242d4600991c5c026dc0fe570b8fbaed776
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/065_sbp-089-01_09_hubspot_workflows.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-01",
+    "account_name": "Alder Networks",
+    "salesforce_account_id": "001SB089000000",
+    "salesforce_opportunity_id": "006SB089000000",
+    "hubspot_company_id": "8008910000",
+    "hubspot_deal_id": "8008920000",
+    "gong_evidence_id": "GE-089-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "09_hubspot_workflows",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Alder Networks",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 2930991,
+    "stage": "Negotiation",
+    "close_date": "2026-11-27",
+    "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-089-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-089-065-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-10 | EVT-089-065-2 | seller | security review remains seller-owned",
+      "2026-05-15 | EVT-089-065-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-089-065-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-089-065-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-089-065-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-089-065-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-089-065-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-089-065-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-089-065-10 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-089-065-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-089-065-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-089-065-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-089-065-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-089-065-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-089-065-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-089-065-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-089-065-18 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-089-065-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-089-065-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-089-065-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-089-065-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-089-065-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-089-065-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-089-065-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-089-065-26 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-089-065-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-089-065-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-089-065-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-089-065-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-089-065-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-089-065-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-089-065-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-089-065-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/066_sbp-089-02_09_hubspot_workflows.txt b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/066_sbp-089-02_09_hubspot_workflows.txt
new file mode 100644
index 0000000000000000000000000000000000000000..0d6e657aa1751a8003408e2569691e916f6e8bef
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/066_sbp-089-02_09_hubspot_workflows.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-02",
+    "account_name": "Beacon Labs",
+    "salesforce_account_id": "001SB089000001",
+    "salesforce_opportunity_id": "006SB089000001",
+    "hubspot_company_id": "8008910001",
+    "hubspot_deal_id": "8008920001",
+    "gong_evidence_id": "GE-089-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "09_hubspot_workflows",
+    "source_version": "v3.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Beacon Labs",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3068104,
+    "stage": "Discovery",
+    "close_date": "2026-12-04",
+    "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-089-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-06 | EVT-089-066-1 | buyer | security review remains seller-owned",
+      "2026-05-11 | EVT-089-066-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-16 | EVT-089-066-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-21 | EVT-089-066-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-26 | EVT-089-066-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-05-31 | EVT-089-066-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-089-066-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-089-066-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-089-066-9 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-089-066-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-089-066-11 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-089-066-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-089-066-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-089-066-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-089-066-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-089-066-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-089-066-17 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-089-066-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-089-066-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-089-066-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-089-066-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-089-066-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-089-066-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-089-066-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-089-066-25 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-089-066-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-089-066-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-089-066-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-089-066-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-089-066-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-089-066-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-089-066-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-089-066-33 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-089-066-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000001",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/067_sbp-089-03_09_hubspot_workflows.json b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/067_sbp-089-03_09_hubspot_workflows.json
new file mode 100644
index 0000000000000000000000000000000000000000..722327f2474faf9773f07d204298b44effebb704
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/067_sbp-089-03_09_hubspot_workflows.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3205217,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-12-11",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Industries",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930002",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-089-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-07 | EVT-089-067-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-12 | EVT-089-067-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-17 | EVT-089-067-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-089-067-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-089-067-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-089-067-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-089-067-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-089-067-8 | seller | security review remains seller-owned",
+      "2026-06-16 | EVT-089-067-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-089-067-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-089-067-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-089-067-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-089-067-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-089-067-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-089-067-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-089-067-16 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-089-067-17 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-089-067-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-089-067-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-089-067-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-089-067-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-089-067-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-089-067-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-089-067-24 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-089-067-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-089-067-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-089-067-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-089-067-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-089-067-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-089-067-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-089-067-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-089-067-32 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-089-067-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-089-067-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-03 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Industries",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "09_hubspot_workflows",
+    "gong_evidence_id": "GE-089-03",
+    "hubspot_company_id": "8008910002",
+    "hubspot_deal_id": "8008920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-03",
+    "salesforce_account_id": "001SB089000002",
+    "salesforce_opportunity_id": "006SB089000002",
+    "source_version": "v4.4",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/068_sbp-089-04_09_hubspot_workflows.csv b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/068_sbp-089-04_09_hubspot_workflows.csv
new file mode 100644
index 0000000000000000000000000000000000000000..b72dadb5d36b5bd53f83e98b82909fc2e50593fb
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/068_sbp-089-04_09_hubspot_workflows.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-04"""
+record_control,account_name,"""Dovetail Collective"""
+record_control,salesforce_account_id,"""001SB089000003"""
+record_control,salesforce_opportunity_id,"""006SB089000003"""
+record_control,hubspot_company_id,"""8008910003"""
+record_control,hubspot_deal_id,"""8008920003"""
+record_control,gong_evidence_id,"""GE-089-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""09_hubspot_workflows"""
+record_control,source_version,"""v1.5"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Dovetail Collective"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,3342330
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-09-01"""
+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-089-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-08 | EVT-089-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-13 | EVT-089-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-18 | EVT-089-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-23 | EVT-089-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-28 | EVT-089-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-02 | EVT-089-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-07 | EVT-089-068-7 | buyer | security review remains seller-owned"", ""2026-06-12 | EVT-089-068-8 | seller | champion requested a revised mutual action plan"", ""2026-06-17 | EVT-089-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-22 | EVT-089-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-27 | EVT-089-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-02 | EVT-089-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-07 | EVT-089-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-12 | EVT-089-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-17 | EVT-089-068-15 | buyer | security review remains seller-owned"", ""2026-07-22 | EVT-089-068-16 | seller | champion requested a revised mutual action plan"", ""2026-07-27 | EVT-089-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-01 | EVT-089-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-06 | EVT-089-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-11 | EVT-089-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-16 | EVT-089-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-21 | EVT-089-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-26 | EVT-089-068-23 | buyer | security review remains seller-owned"", ""2026-08-31 | EVT-089-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-05 | EVT-089-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-10 | EVT-089-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-15 | EVT-089-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-20 | EVT-089-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-25 | EVT-089-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-30 | EVT-089-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-05 | EVT-089-068-31 | buyer | security review remains seller-owned"", ""2026-10-10 | EVT-089-068-32 | seller | champion requested a revised mutual action plan"", ""2026-10-15 | EVT-089-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-20 | EVT-089-068-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-04 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,"""2026-09-14"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/069_sbp-089-05_09_hubspot_workflows.eml b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/069_sbp-089-05_09_hubspot_workflows.eml
new file mode 100644
index 0000000000000000000000000000000000000000..235d8b7980a34c8a01cce3c8b160a2b5d523f33a
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/069_sbp-089-05_09_hubspot_workflows.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-05 / 09_hubspot_workflows
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-05",
+    "account_name": "Evergreen Works",
+    "salesforce_account_id": "001SB089000004",
+    "salesforce_opportunity_id": "006SB089000004",
+    "hubspot_company_id": "8008910004",
+    "hubspot_deal_id": "8008920004",
+    "gong_evidence_id": "GE-089-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "09_hubspot_workflows",
+    "source_version": "v2.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Evergreen Works",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3479443,
+    "stage": "Negotiation",
+    "close_date": "2026-09-08",
+    "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-089-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-09 | EVT-089-069-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-14 | EVT-089-069-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-19 | EVT-089-069-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-24 | EVT-089-069-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-29 | EVT-089-069-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-089-069-6 | seller | security review remains seller-owned",
+      "2026-06-08 | EVT-089-069-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-089-069-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-089-069-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-089-069-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-089-069-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-089-069-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-089-069-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-089-069-14 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-089-069-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-089-069-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-089-069-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-089-069-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-089-069-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-089-069-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-089-069-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-089-069-22 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-089-069-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-089-069-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-089-069-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-089-069-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-089-069-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-089-069-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-089-069-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-089-069-30 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-089-069-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-089-069-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-089-069-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-089-069-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-03",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000004",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/070_sbp-089-06_09_hubspot_workflows.xml b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/070_sbp-089-06_09_hubspot_workflows.xml
new file mode 100644
index 0000000000000000000000000000000000000000..57f52b1ed344e281173db95da66ee5dfa6667242
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/070_sbp-089-06_09_hubspot_workflows.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-06",
+  "account_name": "Foxglove Technologies",
+  "salesforce_account_id": "001SB089000005",
+  "salesforce_opportunity_id": "006SB089000005",
+  "hubspot_company_id": "8008910005",
+  "hubspot_deal_id": "8008920005",
+  "gong_evidence_id": "GE-089-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "09_hubspot_workflows",
+  "source_version": "v3.7",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Foxglove Technologies",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 3616556,
+  "stage": "Discovery",
+  "close_date": "2026-09-15",
+  "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-089-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-10 | EVT-089-070-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-15 | EVT-089-070-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-20 | EVT-089-070-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-25 | EVT-089-070-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-30 | EVT-089-070-5 | buyer | security review remains seller-owned",
+    "2026-06-04 | EVT-089-070-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-09 | EVT-089-070-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-14 | EVT-089-070-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-19 | EVT-089-070-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-24 | EVT-089-070-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-29 | EVT-089-070-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-04 | EVT-089-070-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-09 | EVT-089-070-13 | buyer | security review remains seller-owned",
+    "2026-07-14 | EVT-089-070-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-19 | EVT-089-070-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-24 | EVT-089-070-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-29 | EVT-089-070-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-03 | EVT-089-070-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-08 | EVT-089-070-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-13 | EVT-089-070-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-18 | EVT-089-070-21 | buyer | security review remains seller-owned",
+    "2026-08-23 | EVT-089-070-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-28 | EVT-089-070-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-02 | EVT-089-070-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-07 | EVT-089-070-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-12 | EVT-089-070-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-17 | EVT-089-070-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-22 | EVT-089-070-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-27 | EVT-089-070-29 | buyer | security review remains seller-owned",
+    "2026-10-02 | EVT-089-070-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-07 | EVT-089-070-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-12 | EVT-089-070-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-17 | EVT-089-070-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-22 | EVT-089-070-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-04",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930005",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/071_sbp-089-07_09_hubspot_workflows.html b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/071_sbp-089-07_09_hubspot_workflows.html
new file mode 100644
index 0000000000000000000000000000000000000000..f1c2c75e79772eae4cf428b4b6b9e623925a3bf5
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/071_sbp-089-07_09_hubspot_workflows.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;09_hubspot_workflows&quot;,
+    &quot;source_version&quot;: &quot;v4.8&quot;,
+    &quot;classification&quot;: &quot;synthetic-confidential&quot;
+  },
+  &quot;business_context&quot;: {
+    &quot;benchmark_company&quot;: &quot;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Services&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 3753669,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-22&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-089-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-11 | EVT-089-071-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-16 | EVT-089-071-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-21 | EVT-089-071-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-26 | EVT-089-071-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-31 | EVT-089-071-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-05 | EVT-089-071-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-10 | EVT-089-071-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-15 | EVT-089-071-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-20 | EVT-089-071-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-25 | EVT-089-071-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-30 | EVT-089-071-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-05 | EVT-089-071-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-10 | EVT-089-071-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-15 | EVT-089-071-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-20 | EVT-089-071-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-25 | EVT-089-071-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-30 | EVT-089-071-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-04 | EVT-089-071-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-09 | EVT-089-071-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-14 | EVT-089-071-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-19 | EVT-089-071-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-24 | EVT-089-071-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-29 | EVT-089-071-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-03 | EVT-089-071-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-08 | EVT-089-071-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-13 | EVT-089-071-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-18 | EVT-089-071-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-23 | EVT-089-071-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-28 | EVT-089-071-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-03 | EVT-089-071-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-08 | EVT-089-071-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-13 | EVT-089-071-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-18 | EVT-089-071-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-23 | EVT-089-071-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000006&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-07 qualifies for consent-safe sequence remediation 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;2026-09-11&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>
diff --git a/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/072_sbp-089-08_09_hubspot_workflows.md b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/072_sbp-089-08_09_hubspot_workflows.md
new file mode 100644
index 0000000000000000000000000000000000000000..c0f56626aced7eab5d24f403bc072fd0072b7a76
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/09_hubspot_workflows/072_sbp-089-08_09_hubspot_workflows.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-08",
+    "account_name": "Harbor Ventures",
+    "salesforce_account_id": "001SB089000007",
+    "salesforce_opportunity_id": "006SB089000007",
+    "hubspot_company_id": "8008910007",
+    "hubspot_deal_id": "8008920007",
+    "gong_evidence_id": "GE-089-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "09_hubspot_workflows",
+    "source_version": "v1.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Harbor Ventures",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3890782,
+    "stage": "Discovery",
+    "close_date": "2026-09-29",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-089-072-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-17 | EVT-089-072-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-22 | EVT-089-072-3 | buyer | security review remains seller-owned",
+      "2026-05-27 | EVT-089-072-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-089-072-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-089-072-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-089-072-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-089-072-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-089-072-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-089-072-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-089-072-11 | buyer | security review remains seller-owned",
+      "2026-07-06 | EVT-089-072-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-089-072-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-089-072-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-089-072-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-089-072-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-089-072-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-089-072-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-089-072-19 | buyer | security review remains seller-owned",
+      "2026-08-15 | EVT-089-072-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-089-072-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-089-072-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-089-072-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-089-072-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-089-072-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-089-072-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-089-072-27 | buyer | security review remains seller-owned",
+      "2026-09-24 | EVT-089-072-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-089-072-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-089-072-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-089-072-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-089-072-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-089-072-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-089-072-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930007",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/073_sbp-089-09_10_regional_policy.md b/task_files/sb100-089-dahlia-role-account/10_regional_policy/073_sbp-089-09_10_regional_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..b533940ef9fd9a3399a085315d40db50de86c826
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/073_sbp-089-09_10_regional_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-09",
+    "account_name": "Indigo Enterprises",
+    "salesforce_account_id": "001SB089000008",
+    "salesforce_opportunity_id": "006SB089000008",
+    "hubspot_company_id": "8008910008",
+    "hubspot_deal_id": "8008920008",
+    "gong_evidence_id": "GE-089-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "10_regional_policy",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Indigo Enterprises",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4027895,
+    "stage": "Negotiation",
+    "close_date": "2026-10-06",
+    "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-089-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-089-073-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-18 | EVT-089-073-2 | seller | security review remains seller-owned",
+      "2026-05-23 | EVT-089-073-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-089-073-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-089-073-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-089-073-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-089-073-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-089-073-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-089-073-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-089-073-10 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-089-073-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-089-073-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-089-073-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-089-073-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-089-073-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-089-073-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-089-073-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-089-073-18 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-089-073-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-089-073-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-089-073-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-089-073-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-089-073-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-089-073-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-089-073-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-089-073-26 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-089-073-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-089-073-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-089-073-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-089-073-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-089-073-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-089-073-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-089-073-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-089-073-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000008",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/074_sbp-089-10_10_regional_policy.txt b/task_files/sb100-089-dahlia-role-account/10_regional_policy/074_sbp-089-10_10_regional_policy.txt
new file mode 100644
index 0000000000000000000000000000000000000000..dd2ff2fe634be462ae1b9582b49392fb1ec8bc70
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/074_sbp-089-10_10_regional_policy.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-10",
+    "account_name": "Juniper Cooperative",
+    "salesforce_account_id": "001SB089000009",
+    "salesforce_opportunity_id": "006SB089000009",
+    "hubspot_company_id": "8008910009",
+    "hubspot_deal_id": "8008920009",
+    "gong_evidence_id": "GE-089-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "10_regional_policy",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Juniper Cooperative",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4165008,
+    "stage": "Discovery",
+    "close_date": "2026-10-13",
+    "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-089-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-14 | EVT-089-074-1 | buyer | security review remains seller-owned",
+      "2026-05-19 | EVT-089-074-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-24 | EVT-089-074-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-29 | EVT-089-074-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-03 | EVT-089-074-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-08 | EVT-089-074-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-13 | EVT-089-074-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-18 | EVT-089-074-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-23 | EVT-089-074-9 | buyer | security review remains seller-owned",
+      "2026-06-28 | EVT-089-074-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-03 | EVT-089-074-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-08 | EVT-089-074-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-13 | EVT-089-074-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-18 | EVT-089-074-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-23 | EVT-089-074-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-28 | EVT-089-074-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-02 | EVT-089-074-17 | buyer | security review remains seller-owned",
+      "2026-08-07 | EVT-089-074-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-12 | EVT-089-074-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-17 | EVT-089-074-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-22 | EVT-089-074-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-27 | EVT-089-074-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-01 | EVT-089-074-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-06 | EVT-089-074-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-11 | EVT-089-074-25 | buyer | security review remains seller-owned",
+      "2026-09-16 | EVT-089-074-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-21 | EVT-089-074-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-26 | EVT-089-074-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-01 | EVT-089-074-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-06 | EVT-089-074-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-11 | EVT-089-074-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-16 | EVT-089-074-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-21 | EVT-089-074-33 | buyer | security review remains seller-owned",
+      "2026-10-26 | EVT-089-074-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/075_sbp-089-11_10_regional_policy.json b/task_files/sb100-089-dahlia-role-account/10_regional_policy/075_sbp-089-11_10_regional_policy.json
new file mode 100644
index 0000000000000000000000000000000000000000..2a8293bedab73a217d4e1dfa32a7ac12e6ecc306
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/075_sbp-089-11_10_regional_policy.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4302121,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-10-20",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Platform",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930010",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-15",
+    "decision_code": "CHG-089-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-15 | EVT-089-075-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-20 | EVT-089-075-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-25 | EVT-089-075-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-089-075-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-089-075-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-089-075-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-089-075-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-089-075-8 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-089-075-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-089-075-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-089-075-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-089-075-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-089-075-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-089-075-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-089-075-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-089-075-16 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-089-075-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-089-075-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-089-075-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-089-075-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-089-075-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-089-075-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-089-075-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-089-075-24 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-089-075-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-089-075-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-089-075-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-089-075-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-089-075-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-089-075-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-089-075-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-089-075-32 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-089-075-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-089-075-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-11 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Platform",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "10_regional_policy",
+    "gong_evidence_id": "GE-089-11",
+    "hubspot_company_id": "8008910010",
+    "hubspot_deal_id": "8008920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-11",
+    "salesforce_account_id": "001SB089000010",
+    "salesforce_opportunity_id": "006SB089000010",
+    "source_version": "v4.3",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/076_sbp-089-12_10_regional_policy.csv b/task_files/sb100-089-dahlia-role-account/10_regional_policy/076_sbp-089-12_10_regional_policy.csv
new file mode 100644
index 0000000000000000000000000000000000000000..20023c74c7a7f9146f4b9283df88ab83776c3042
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/076_sbp-089-12_10_regional_policy.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-12"""
+record_control,account_name,"""Lantern Corporation"""
+record_control,salesforce_account_id,"""001SB089000011"""
+record_control,salesforce_opportunity_id,"""006SB089000011"""
+record_control,hubspot_company_id,"""8008910011"""
+record_control,hubspot_deal_id,"""8008920011"""
+record_control,gong_evidence_id,"""GE-089-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""10_regional_policy"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Lantern Corporation"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,4439234
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-27"""
+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-089-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-16 | EVT-089-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-21 | EVT-089-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-26 | EVT-089-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-31 | EVT-089-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-05 | EVT-089-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-10 | EVT-089-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-15 | EVT-089-076-7 | buyer | security review remains seller-owned"", ""2026-06-20 | EVT-089-076-8 | seller | champion requested a revised mutual action plan"", ""2026-06-25 | EVT-089-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-30 | EVT-089-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-05 | EVT-089-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-10 | EVT-089-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-15 | EVT-089-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-20 | EVT-089-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-25 | EVT-089-076-15 | buyer | security review remains seller-owned"", ""2026-07-30 | EVT-089-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-04 | EVT-089-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-09 | EVT-089-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-14 | EVT-089-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-19 | EVT-089-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-24 | EVT-089-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-29 | EVT-089-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-03 | EVT-089-076-23 | buyer | security review remains seller-owned"", ""2026-09-08 | EVT-089-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-13 | EVT-089-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-18 | EVT-089-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-23 | EVT-089-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-28 | EVT-089-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-03 | EVT-089-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-08 | EVT-089-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-13 | EVT-089-076-31 | buyer | security review remains seller-owned"", ""2026-10-18 | EVT-089-076-32 | seller | champion requested a revised mutual action plan"", ""2026-10-23 | EVT-089-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-28 | EVT-089-076-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-12 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,"""2026-09-16"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/077_sbp-089-13_10_regional_policy.eml b/task_files/sb100-089-dahlia-role-account/10_regional_policy/077_sbp-089-13_10_regional_policy.eml
new file mode 100644
index 0000000000000000000000000000000000000000..0c40216e22d0eef6338c9605400ba3c72bd72fa1
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/077_sbp-089-13_10_regional_policy.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-13 / 10_regional_policy
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-13",
+    "account_name": "Meridian Group",
+    "salesforce_account_id": "001SB089000012",
+    "salesforce_opportunity_id": "006SB089000012",
+    "hubspot_company_id": "8008910012",
+    "hubspot_deal_id": "8008920012",
+    "gong_evidence_id": "GE-089-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "10_regional_policy",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Meridian Group",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4576347,
+    "stage": "Negotiation",
+    "close_date": "2026-11-03",
+    "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-089-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-17 | EVT-089-077-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-22 | EVT-089-077-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-27 | EVT-089-077-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-01 | EVT-089-077-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-06 | EVT-089-077-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-11 | EVT-089-077-6 | seller | security review remains seller-owned",
+      "2026-06-16 | EVT-089-077-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-21 | EVT-089-077-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-26 | EVT-089-077-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-01 | EVT-089-077-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-06 | EVT-089-077-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-11 | EVT-089-077-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-16 | EVT-089-077-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-21 | EVT-089-077-14 | seller | security review remains seller-owned",
+      "2026-07-26 | EVT-089-077-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-31 | EVT-089-077-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-05 | EVT-089-077-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-10 | EVT-089-077-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-15 | EVT-089-077-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-20 | EVT-089-077-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-25 | EVT-089-077-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-30 | EVT-089-077-22 | seller | security review remains seller-owned",
+      "2026-09-04 | EVT-089-077-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-09 | EVT-089-077-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-14 | EVT-089-077-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-19 | EVT-089-077-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-24 | EVT-089-077-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-29 | EVT-089-077-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-04 | EVT-089-077-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-09 | EVT-089-077-30 | seller | security review remains seller-owned",
+      "2026-10-14 | EVT-089-077-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-19 | EVT-089-077-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-24 | EVT-089-077-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-29 | EVT-089-077-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000012",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/078_sbp-089-14_10_regional_policy.xml b/task_files/sb100-089-dahlia-role-account/10_regional_policy/078_sbp-089-14_10_regional_policy.xml
new file mode 100644
index 0000000000000000000000000000000000000000..1c78cf4be4aa98ca626d4e3c200ca0ac6af69acc
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/078_sbp-089-14_10_regional_policy.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-14",
+  "account_name": "Northstar Holdings",
+  "salesforce_account_id": "001SB089000013",
+  "salesforce_opportunity_id": "006SB089000013",
+  "hubspot_company_id": "8008910013",
+  "hubspot_deal_id": "8008920013",
+  "gong_evidence_id": "GE-089-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "10_regional_policy",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Northstar Holdings",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 4713460,
+  "stage": "Discovery",
+  "close_date": "2026-11-10",
+  "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-089-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-18 | EVT-089-078-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-23 | EVT-089-078-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-28 | EVT-089-078-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-02 | EVT-089-078-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-07 | EVT-089-078-5 | buyer | security review remains seller-owned",
+    "2026-06-12 | EVT-089-078-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-17 | EVT-089-078-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-22 | EVT-089-078-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-27 | EVT-089-078-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-02 | EVT-089-078-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-07 | EVT-089-078-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-12 | EVT-089-078-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-17 | EVT-089-078-13 | buyer | security review remains seller-owned",
+    "2026-07-22 | EVT-089-078-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-27 | EVT-089-078-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-01 | EVT-089-078-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-06 | EVT-089-078-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-11 | EVT-089-078-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-16 | EVT-089-078-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-21 | EVT-089-078-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-26 | EVT-089-078-21 | buyer | security review remains seller-owned",
+    "2026-08-31 | EVT-089-078-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-05 | EVT-089-078-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-10 | EVT-089-078-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-15 | EVT-089-078-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-20 | EVT-089-078-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-25 | EVT-089-078-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-30 | EVT-089-078-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-05 | EVT-089-078-29 | buyer | security review remains seller-owned",
+    "2026-10-10 | EVT-089-078-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-15 | EVT-089-078-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-20 | EVT-089-078-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-25 | EVT-089-078-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-30 | EVT-089-078-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930013",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/079_sbp-089-15_10_regional_policy.html b/task_files/sb100-089-dahlia-role-account/10_regional_policy/079_sbp-089-15_10_regional_policy.html
new file mode 100644
index 0000000000000000000000000000000000000000..a1daffd15fc0881cee8658e980ade86ac1f30d12
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/079_sbp-089-15_10_regional_policy.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;10_regional_policy&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Systems&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 4850573,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-17&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-089-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-19 | EVT-089-079-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-24 | EVT-089-079-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-29 | EVT-089-079-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-03 | EVT-089-079-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-08 | EVT-089-079-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-13 | EVT-089-079-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-18 | EVT-089-079-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-23 | EVT-089-079-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-28 | EVT-089-079-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-03 | EVT-089-079-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-08 | EVT-089-079-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-13 | EVT-089-079-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-18 | EVT-089-079-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-23 | EVT-089-079-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-28 | EVT-089-079-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-02 | EVT-089-079-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-07 | EVT-089-079-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-12 | EVT-089-079-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-17 | EVT-089-079-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-22 | EVT-089-079-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-27 | EVT-089-079-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-01 | EVT-089-079-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-06 | EVT-089-079-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-11 | EVT-089-079-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-16 | EVT-089-079-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-21 | EVT-089-079-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-26 | EVT-089-079-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-01 | EVT-089-079-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-06 | EVT-089-079-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-11 | EVT-089-079-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-16 | EVT-089-079-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-21 | EVT-089-079-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-26 | EVT-089-079-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-31 | EVT-089-079-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000014&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-15 qualifies for consent-safe sequence remediation 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;2026-09-13&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>
diff --git a/task_files/sb100-089-dahlia-role-account/10_regional_policy/080_sbp-089-16_10_regional_policy.md b/task_files/sb100-089-dahlia-role-account/10_regional_policy/080_sbp-089-16_10_regional_policy.md
new file mode 100644
index 0000000000000000000000000000000000000000..79c4274932766775d457ca012cfa701625bb1e05
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/10_regional_policy/080_sbp-089-16_10_regional_policy.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-16",
+    "account_name": "Palisade Partners",
+    "salesforce_account_id": "001SB089000015",
+    "salesforce_opportunity_id": "006SB089000015",
+    "hubspot_company_id": "8008910015",
+    "hubspot_deal_id": "8008920015",
+    "gong_evidence_id": "GE-089-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "10_regional_policy",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Palisade Partners",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 287686,
+    "stage": "Discovery",
+    "close_date": "2026-11-24",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-089-080-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-25 | EVT-089-080-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-089-080-3 | buyer | security review remains seller-owned",
+      "2026-06-04 | EVT-089-080-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-089-080-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-089-080-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-089-080-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-089-080-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-089-080-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-089-080-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-089-080-11 | buyer | security review remains seller-owned",
+      "2026-07-14 | EVT-089-080-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-089-080-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-089-080-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-089-080-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-089-080-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-089-080-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-089-080-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-089-080-19 | buyer | security review remains seller-owned",
+      "2026-08-23 | EVT-089-080-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-089-080-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-089-080-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-089-080-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-089-080-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-089-080-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-089-080-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-089-080-27 | buyer | security review remains seller-owned",
+      "2026-10-02 | EVT-089-080-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-089-080-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-089-080-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-089-080-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-089-080-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-089-080-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-089-080-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930015",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/081_sbp-089-01_11_exceptions.md b/task_files/sb100-089-dahlia-role-account/11_exceptions/081_sbp-089-01_11_exceptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..8506c04c5290b8f5f80973244b201132aad8518b
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/081_sbp-089-01_11_exceptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-01",
+    "account_name": "Alder Networks",
+    "salesforce_account_id": "001SB089000000",
+    "salesforce_opportunity_id": "006SB089000000",
+    "hubspot_company_id": "8008910000",
+    "hubspot_deal_id": "8008920000",
+    "gong_evidence_id": "GE-089-01",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "11_exceptions",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Alder Networks",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 2930991,
+    "stage": "Negotiation",
+    "close_date": "2026-11-27",
+    "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-089-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-089-081-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-089-081-2 | seller | security review remains seller-owned",
+      "2026-05-31 | EVT-089-081-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-089-081-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-089-081-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-089-081-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-089-081-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-089-081-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-089-081-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-089-081-10 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-089-081-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-089-081-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-089-081-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-089-081-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-089-081-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-089-081-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-089-081-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-089-081-18 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-089-081-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-089-081-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-089-081-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-089-081-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-089-081-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-089-081-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-089-081-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-089-081-26 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-089-081-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-089-081-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-089-081-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-089-081-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-089-081-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-089-081-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-089-081-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-089-081-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-01",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-01 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-11"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/082_sbp-089-02_11_exceptions.txt b/task_files/sb100-089-dahlia-role-account/11_exceptions/082_sbp-089-02_11_exceptions.txt
new file mode 100644
index 0000000000000000000000000000000000000000..24ebb22b6d6bceb1e9001d4b30120e08ac47dcef
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/082_sbp-089-02_11_exceptions.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-02",
+    "account_name": "Beacon Labs",
+    "salesforce_account_id": "001SB089000001",
+    "salesforce_opportunity_id": "006SB089000001",
+    "hubspot_company_id": "8008910001",
+    "hubspot_deal_id": "8008920001",
+    "gong_evidence_id": "GE-089-02",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "11_exceptions",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Beacon Labs",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3068104,
+    "stage": "Discovery",
+    "close_date": "2026-12-04",
+    "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-089-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-22 | EVT-089-082-1 | buyer | security review remains seller-owned",
+      "2026-05-27 | EVT-089-082-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-089-082-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-089-082-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-089-082-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-089-082-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-089-082-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-089-082-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-089-082-9 | buyer | security review remains seller-owned",
+      "2026-07-06 | EVT-089-082-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-089-082-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-089-082-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-089-082-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-089-082-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-089-082-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-089-082-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-089-082-17 | buyer | security review remains seller-owned",
+      "2026-08-15 | EVT-089-082-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-089-082-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-089-082-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-089-082-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-089-082-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-089-082-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-089-082-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-089-082-25 | buyer | security review remains seller-owned",
+      "2026-09-24 | EVT-089-082-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-089-082-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-089-082-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-089-082-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-089-082-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-089-082-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-089-082-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-089-082-33 | buyer | security review remains seller-owned",
+      "2026-11-03 | EVT-089-082-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000001",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/083_sbp-089-03_11_exceptions.json b/task_files/sb100-089-dahlia-role-account/11_exceptions/083_sbp-089-03_11_exceptions.json
new file mode 100644
index 0000000000000000000000000000000000000000..53ea08c43c54457e1c7ae4ff305d508644dddfaa
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/083_sbp-089-03_11_exceptions.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3205217,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-12-11",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Cobalt Industries",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930002",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-13",
+    "decision_code": "CHG-089-02",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-23 | EVT-089-083-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-28 | EVT-089-083-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-02 | EVT-089-083-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-089-083-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-089-083-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-089-083-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-089-083-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-089-083-8 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-089-083-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-089-083-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-089-083-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-089-083-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-089-083-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-089-083-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-089-083-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-089-083-16 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-089-083-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-089-083-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-089-083-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-089-083-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-089-083-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-089-083-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-089-083-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-089-083-24 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-089-083-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-089-083-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-089-083-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-089-083-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-089-083-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-089-083-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-089-083-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-089-083-32 | seller | security review remains seller-owned",
+      "2026-10-30 | EVT-089-083-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-089-083-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-03 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Cobalt Industries",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "11_exceptions",
+    "gong_evidence_id": "GE-089-03",
+    "hubspot_company_id": "8008910002",
+    "hubspot_deal_id": "8008920002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-03",
+    "salesforce_account_id": "001SB089000002",
+    "salesforce_opportunity_id": "006SB089000002",
+    "source_version": "v4.2",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/084_sbp-089-04_11_exceptions.csv b/task_files/sb100-089-dahlia-role-account/11_exceptions/084_sbp-089-04_11_exceptions.csv
new file mode 100644
index 0000000000000000000000000000000000000000..c486a7489a3f3d40c4f27412e857c0ef40d4d2e1
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/084_sbp-089-04_11_exceptions.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-04"""
+record_control,account_name,"""Dovetail Collective"""
+record_control,salesforce_account_id,"""001SB089000003"""
+record_control,salesforce_opportunity_id,"""006SB089000003"""
+record_control,hubspot_company_id,"""8008910003"""
+record_control,hubspot_deal_id,"""8008920003"""
+record_control,gong_evidence_id,"""GE-089-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""11_exceptions"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Dovetail Collective"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,3342330
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-09-01"""
+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-089-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-05-24 | EVT-089-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-29 | EVT-089-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-03 | EVT-089-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-08 | EVT-089-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-13 | EVT-089-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-18 | EVT-089-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-23 | EVT-089-084-7 | buyer | security review remains seller-owned"", ""2026-06-28 | EVT-089-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-03 | EVT-089-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-08 | EVT-089-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-13 | EVT-089-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-18 | EVT-089-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-23 | EVT-089-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-28 | EVT-089-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-02 | EVT-089-084-15 | buyer | security review remains seller-owned"", ""2026-08-07 | EVT-089-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-12 | EVT-089-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-17 | EVT-089-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-22 | EVT-089-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-27 | EVT-089-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-01 | EVT-089-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-06 | EVT-089-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-11 | EVT-089-084-23 | buyer | security review remains seller-owned"", ""2026-09-16 | EVT-089-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-21 | EVT-089-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-26 | EVT-089-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-01 | EVT-089-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-06 | EVT-089-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-11 | EVT-089-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-16 | EVT-089-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-21 | EVT-089-084-31 | buyer | security review remains seller-owned"", ""2026-10-26 | EVT-089-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-31 | EVT-089-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-05 | EVT-089-084-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-04"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-04 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,"""2026-09-14"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/085_sbp-089-05_11_exceptions.eml b/task_files/sb100-089-dahlia-role-account/11_exceptions/085_sbp-089-05_11_exceptions.eml
new file mode 100644
index 0000000000000000000000000000000000000000..b7f47eee4f6d3ee68eb5d38f4a927d104b72e20b
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/085_sbp-089-05_11_exceptions.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-05 / 11_exceptions
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-05",
+    "account_name": "Evergreen Works",
+    "salesforce_account_id": "001SB089000004",
+    "salesforce_opportunity_id": "006SB089000004",
+    "hubspot_company_id": "8008910004",
+    "hubspot_deal_id": "8008920004",
+    "gong_evidence_id": "GE-089-05",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "11_exceptions",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Evergreen Works",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3479443,
+    "stage": "Negotiation",
+    "close_date": "2026-09-08",
+    "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-089-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-25 | EVT-089-085-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-30 | EVT-089-085-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-04 | EVT-089-085-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-09 | EVT-089-085-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-14 | EVT-089-085-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-19 | EVT-089-085-6 | seller | security review remains seller-owned",
+      "2026-06-24 | EVT-089-085-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-29 | EVT-089-085-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-04 | EVT-089-085-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-09 | EVT-089-085-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-14 | EVT-089-085-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-19 | EVT-089-085-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-24 | EVT-089-085-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-29 | EVT-089-085-14 | seller | security review remains seller-owned",
+      "2026-08-03 | EVT-089-085-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-08 | EVT-089-085-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-13 | EVT-089-085-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-18 | EVT-089-085-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-23 | EVT-089-085-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-28 | EVT-089-085-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-02 | EVT-089-085-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-07 | EVT-089-085-22 | seller | security review remains seller-owned",
+      "2026-09-12 | EVT-089-085-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-17 | EVT-089-085-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-22 | EVT-089-085-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-27 | EVT-089-085-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-02 | EVT-089-085-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-07 | EVT-089-085-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-12 | EVT-089-085-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-17 | EVT-089-085-30 | seller | security review remains seller-owned",
+      "2026-10-22 | EVT-089-085-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-27 | EVT-089-085-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-01 | EVT-089-085-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-06 | EVT-089-085-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-03",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000004",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-15"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/086_sbp-089-06_11_exceptions.xml b/task_files/sb100-089-dahlia-role-account/11_exceptions/086_sbp-089-06_11_exceptions.xml
new file mode 100644
index 0000000000000000000000000000000000000000..3cee2af88496376a68b237f2e27169ec22852850
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/086_sbp-089-06_11_exceptions.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-06",
+  "account_name": "Foxglove Technologies",
+  "salesforce_account_id": "001SB089000005",
+  "salesforce_opportunity_id": "006SB089000005",
+  "hubspot_company_id": "8008910005",
+  "hubspot_deal_id": "8008920005",
+  "gong_evidence_id": "GE-089-06",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "11_exceptions",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Foxglove Technologies",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 3616556,
+  "stage": "Discovery",
+  "close_date": "2026-09-15",
+  "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-089-06 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-05-26 | EVT-089-086-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-31 | EVT-089-086-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-05 | EVT-089-086-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-10 | EVT-089-086-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-15 | EVT-089-086-5 | buyer | security review remains seller-owned",
+    "2026-06-20 | EVT-089-086-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-25 | EVT-089-086-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-30 | EVT-089-086-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-05 | EVT-089-086-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-10 | EVT-089-086-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-15 | EVT-089-086-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-20 | EVT-089-086-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-25 | EVT-089-086-13 | buyer | security review remains seller-owned",
+    "2026-07-30 | EVT-089-086-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-04 | EVT-089-086-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-09 | EVT-089-086-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-14 | EVT-089-086-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-19 | EVT-089-086-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-24 | EVT-089-086-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-29 | EVT-089-086-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-03 | EVT-089-086-21 | buyer | security review remains seller-owned",
+    "2026-09-08 | EVT-089-086-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-13 | EVT-089-086-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-18 | EVT-089-086-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-23 | EVT-089-086-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-28 | EVT-089-086-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-03 | EVT-089-086-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-08 | EVT-089-086-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-13 | EVT-089-086-29 | buyer | security review remains seller-owned",
+    "2026-10-18 | EVT-089-086-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-23 | EVT-089-086-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-28 | EVT-089-086-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-02 | EVT-089-086-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-07 | EVT-089-086-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-04",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930005",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-16"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/087_sbp-089-07_11_exceptions.html b/task_files/sb100-089-dahlia-role-account/11_exceptions/087_sbp-089-07_11_exceptions.html
new file mode 100644
index 0000000000000000000000000000000000000000..1c826e7e33979d90fb0d140d3b8e86187e5f4ad3
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/087_sbp-089-07_11_exceptions.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;11_exceptions&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Services&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 3753669,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-09-22&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-089-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-05-27 | EVT-089-087-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-01 | EVT-089-087-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-06 | EVT-089-087-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-11 | EVT-089-087-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-16 | EVT-089-087-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-21 | EVT-089-087-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-26 | EVT-089-087-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-01 | EVT-089-087-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-06 | EVT-089-087-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-11 | EVT-089-087-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-16 | EVT-089-087-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-21 | EVT-089-087-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-26 | EVT-089-087-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-31 | EVT-089-087-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-05 | EVT-089-087-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-10 | EVT-089-087-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-15 | EVT-089-087-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-20 | EVT-089-087-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-25 | EVT-089-087-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-30 | EVT-089-087-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-04 | EVT-089-087-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-09 | EVT-089-087-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-14 | EVT-089-087-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-19 | EVT-089-087-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-24 | EVT-089-087-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-29 | EVT-089-087-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-04 | EVT-089-087-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-09 | EVT-089-087-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-14 | EVT-089-087-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-19 | EVT-089-087-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-24 | EVT-089-087-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-29 | EVT-089-087-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-03 | EVT-089-087-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-08 | EVT-089-087-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000006&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-07 qualifies for consent-safe sequence remediation 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;2026-09-11&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>
diff --git a/task_files/sb100-089-dahlia-role-account/11_exceptions/088_sbp-089-08_11_exceptions.md b/task_files/sb100-089-dahlia-role-account/11_exceptions/088_sbp-089-08_11_exceptions.md
new file mode 100644
index 0000000000000000000000000000000000000000..9c68369adc6e33c640427b7d7359da4ca12a2000
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/11_exceptions/088_sbp-089-08_11_exceptions.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-08",
+    "account_name": "Harbor Ventures",
+    "salesforce_account_id": "001SB089000007",
+    "salesforce_opportunity_id": "006SB089000007",
+    "hubspot_company_id": "8008910007",
+    "hubspot_deal_id": "8008920007",
+    "gong_evidence_id": "GE-089-08",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "11_exceptions",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Harbor Ventures",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 3890782,
+    "stage": "Discovery",
+    "close_date": "2026-09-29",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-08 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-28 | EVT-089-088-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-089-088-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-089-088-3 | buyer | security review remains seller-owned",
+      "2026-06-12 | EVT-089-088-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-089-088-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-089-088-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-089-088-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-089-088-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-089-088-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-089-088-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-089-088-11 | buyer | security review remains seller-owned",
+      "2026-07-22 | EVT-089-088-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-089-088-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-089-088-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-089-088-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-089-088-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-089-088-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-089-088-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-089-088-19 | buyer | security review remains seller-owned",
+      "2026-08-31 | EVT-089-088-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-089-088-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-089-088-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-089-088-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-089-088-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-089-088-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-089-088-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-089-088-27 | buyer | security review remains seller-owned",
+      "2026-10-10 | EVT-089-088-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-089-088-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-089-088-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-089-088-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-089-088-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-089-088-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-09 | EVT-089-088-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930007",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-12"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/089_sbp-089-09_12_deliverables.md b/task_files/sb100-089-dahlia-role-account/12_deliverables/089_sbp-089-09_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..407656a9f62384b58bd4e3c55630044139044aaf
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/089_sbp-089-09_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-09",
+    "account_name": "Indigo Enterprises",
+    "salesforce_account_id": "001SB089000008",
+    "salesforce_opportunity_id": "006SB089000008",
+    "hubspot_company_id": "8008910008",
+    "hubspot_deal_id": "8008920008",
+    "gong_evidence_id": "GE-089-09",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Indigo Enterprises",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4027895,
+    "stage": "Negotiation",
+    "close_date": "2026-10-06",
+    "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-089-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-29 | EVT-089-089-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-089-089-2 | seller | security review remains seller-owned",
+      "2026-06-08 | EVT-089-089-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-089-089-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-089-089-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-089-089-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-089-089-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-089-089-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-089-089-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-089-089-10 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-089-089-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-089-089-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-089-089-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-089-089-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-089-089-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-089-089-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-089-089-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-089-089-18 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-089-089-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-089-089-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-089-089-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-089-089-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-089-089-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-089-089-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-089-089-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-089-089-26 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-089-089-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-089-089-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-089-089-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-089-089-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-089-089-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-089-089-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-05 | EVT-089-089-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-10 | EVT-089-089-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000008",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/090_sbp-089-10_12_deliverables.txt b/task_files/sb100-089-dahlia-role-account/12_deliverables/090_sbp-089-10_12_deliverables.txt
new file mode 100644
index 0000000000000000000000000000000000000000..a34c1e896da3587438beb53b7aba978e828e3bc1
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/090_sbp-089-10_12_deliverables.txt
@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-10",
+    "account_name": "Juniper Cooperative",
+    "salesforce_account_id": "001SB089000009",
+    "salesforce_opportunity_id": "006SB089000009",
+    "hubspot_company_id": "8008910009",
+    "hubspot_deal_id": "8008920009",
+    "gong_evidence_id": "GE-089-10",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Juniper Cooperative",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4165008,
+    "stage": "Discovery",
+    "close_date": "2026-10-13",
+    "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-089-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-30 | EVT-089-090-1 | buyer | security review remains seller-owned",
+      "2026-06-04 | EVT-089-090-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-089-090-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-089-090-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-089-090-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-089-090-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-089-090-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-089-090-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-089-090-9 | buyer | security review remains seller-owned",
+      "2026-07-14 | EVT-089-090-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-089-090-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-089-090-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-089-090-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-089-090-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-089-090-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-089-090-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-089-090-17 | buyer | security review remains seller-owned",
+      "2026-08-23 | EVT-089-090-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-089-090-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-089-090-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-089-090-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-089-090-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-089-090-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-089-090-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-089-090-25 | buyer | security review remains seller-owned",
+      "2026-10-02 | EVT-089-090-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-089-090-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-089-090-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-089-090-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-089-090-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-089-090-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-01 | EVT-089-090-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-06 | EVT-089-090-33 | buyer | security review remains seller-owned",
+      "2026-11-11 | EVT-089-090-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-089-10",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-089-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Priya Raman",
+    "deadline": "2026-09-14"
+  },
+  "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.
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/091_sbp-089-11_12_deliverables.json b/task_files/sb100-089-dahlia-role-account/12_deliverables/091_sbp-089-11_12_deliverables.json
new file mode 100644
index 0000000000000000000000000000000000000000..ca7272c52032d64fe5a24b0249f066380fbc39b6
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/091_sbp-089-11_12_deliverables.json
@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4302121,
+    "benchmark_company": "Dahlia Procurement",
+    "close_date": "2026-10-20",
+    "industry": "procurement software",
+    "owner": "Luis Ortega",
+    "owner_role": "Regional AE",
+    "portfolio_account": "Keystone Platform",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "stage": "Negotiation"
+  },
+  "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": "sequence_status",
+    "authorized_record_id": "8008930010",
+    "authorized_system": "hubspot",
+    "current_value": "ACTIVE",
+    "deadline": "2026-09-15",
+    "decision_code": "CHG-089-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Luis Ortega",
+    "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.",
+    "required_value": "PAUSED_COMPLIANCE"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-31 | EVT-089-091-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-089-091-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-089-091-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-089-091-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-089-091-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-089-091-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-089-091-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-089-091-8 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-089-091-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-089-091-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-089-091-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-089-091-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-089-091-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-089-091-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-089-091-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-089-091-16 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-089-091-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-089-091-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-089-091-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-089-091-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-089-091-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-089-091-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-089-091-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-089-091-24 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-089-091-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-089-091-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-089-091-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-089-091-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-089-091-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-089-091-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-28 | EVT-089-091-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-02 | EVT-089-091-32 | seller | security review remains seller-owned",
+      "2026-11-07 | EVT-089-091-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-12 | EVT-089-091-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-089-11 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 sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Platform",
+    "as_of": "2026-09-08",
+    "classification": "synthetic-confidential",
+    "folder": "12_deliverables",
+    "gong_evidence_id": "GE-089-11",
+    "hubspot_company_id": "8008910010",
+    "hubspot_deal_id": "8008920010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-089-11",
+    "salesforce_account_id": "001SB089000010",
+    "salesforce_opportunity_id": "006SB089000010",
+    "source_version": "v4.1",
+    "task_id": "sb100-089-dahlia-role-account"
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/092_sbp-089-12_12_deliverables.csv b/task_files/sb100-089-dahlia-role-account/12_deliverables/092_sbp-089-12_12_deliverables.csv
new file mode 100644
index 0000000000000000000000000000000000000000..bd52adde7dc3d4a59c9c656e6a8813479c392c26
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/092_sbp-089-12_12_deliverables.csv
@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-089-dahlia-role-account"""
+record_control,portfolio_key,"""SBP-089-12"""
+record_control,account_name,"""Lantern Corporation"""
+record_control,salesforce_account_id,"""001SB089000011"""
+record_control,salesforce_opportunity_id,"""006SB089000011"""
+record_control,hubspot_company_id,"""8008910011"""
+record_control,hubspot_deal_id,"""8008920011"""
+record_control,gong_evidence_id,"""GE-089-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-09-08"""
+record_control,folder,"""12_deliverables"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Dahlia Procurement"""
+business_context,portfolio_account,"""Lantern Corporation"""
+business_context,industry,"""procurement software"""
+business_context,region,"""APAC"""
+business_context,requester,"""Regional Marketing Operations"""
+business_context,amount_usd,4439234
+business_context,stage,"""Discovery"""
+business_context,close_date,"""2026-10-27"""
+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-089-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content."""
+evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."""
+evidence,events,"[""2026-06-01 | EVT-089-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-06 | EVT-089-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-11 | EVT-089-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-16 | EVT-089-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-21 | EVT-089-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-26 | EVT-089-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-01 | EVT-089-092-7 | buyer | security review remains seller-owned"", ""2026-07-06 | EVT-089-092-8 | seller | champion requested a revised mutual action plan"", ""2026-07-11 | EVT-089-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-16 | EVT-089-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-21 | EVT-089-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-26 | EVT-089-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-31 | EVT-089-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-05 | EVT-089-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-10 | EVT-089-092-15 | buyer | security review remains seller-owned"", ""2026-08-15 | EVT-089-092-16 | seller | champion requested a revised mutual action plan"", ""2026-08-20 | EVT-089-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-25 | EVT-089-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-30 | EVT-089-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-04 | EVT-089-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-09 | EVT-089-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-14 | EVT-089-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-19 | EVT-089-092-23 | buyer | security review remains seller-owned"", ""2026-09-24 | EVT-089-092-24 | seller | champion requested a revised mutual action plan"", ""2026-09-29 | EVT-089-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-04 | EVT-089-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-09 | EVT-089-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-14 | EVT-089-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-19 | EVT-089-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-24 | EVT-089-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-29 | EVT-089-092-31 | buyer | security review remains seller-owned"", ""2026-11-03 | EVT-089-092-32 | seller | champion requested a revised mutual action plan"", ""2026-11-08 | EVT-089-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-13 | EVT-089-092-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-089-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-089-12 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,"""2026-09-16"""
+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
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/093_sbp-089-13_12_deliverables.eml b/task_files/sb100-089-dahlia-role-account/12_deliverables/093_sbp-089-13_12_deliverables.eml
new file mode 100644
index 0000000000000000000000000000000000000000..dc8690451abe61e692d80af15bad1bdeeaa492e7
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/093_sbp-089-13_12_deliverables.eml
@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-089-dahlia-role-account.example
+To: portfolio-review@sb100-089-dahlia-role-account.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-089-13 / 12_deliverables
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-13",
+    "account_name": "Meridian Group",
+    "salesforce_account_id": "001SB089000012",
+    "salesforce_opportunity_id": "006SB089000012",
+    "hubspot_company_id": "8008910012",
+    "hubspot_deal_id": "8008920012",
+    "gong_evidence_id": "GE-089-13",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Meridian Group",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 4576347,
+    "stage": "Negotiation",
+    "close_date": "2026-11-03",
+    "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-089-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-02 | EVT-089-093-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-07 | EVT-089-093-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-12 | EVT-089-093-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-17 | EVT-089-093-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-22 | EVT-089-093-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-27 | EVT-089-093-6 | seller | security review remains seller-owned",
+      "2026-07-02 | EVT-089-093-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-07 | EVT-089-093-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-12 | EVT-089-093-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-17 | EVT-089-093-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-22 | EVT-089-093-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-27 | EVT-089-093-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-01 | EVT-089-093-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-06 | EVT-089-093-14 | seller | security review remains seller-owned",
+      "2026-08-11 | EVT-089-093-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-16 | EVT-089-093-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-21 | EVT-089-093-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-26 | EVT-089-093-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-31 | EVT-089-093-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-05 | EVT-089-093-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-10 | EVT-089-093-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-15 | EVT-089-093-22 | seller | security review remains seller-owned",
+      "2026-09-20 | EVT-089-093-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-25 | EVT-089-093-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-30 | EVT-089-093-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-05 | EVT-089-093-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-10 | EVT-089-093-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-15 | EVT-089-093-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-20 | EVT-089-093-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-25 | EVT-089-093-30 | seller | security review remains seller-owned",
+      "2026-10-30 | EVT-089-093-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-04 | EVT-089-093-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-09 | EVT-089-093-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-14 | EVT-089-093-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00vSB089000012",
+    "authorized_field": "Status",
+    "current_value": "Sent",
+    "required_value": "Removed - Compliance",
+    "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-11"
+  },
+  "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
+  }
+}
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/094_sbp-089-14_12_deliverables.xml b/task_files/sb100-089-dahlia-role-account/12_deliverables/094_sbp-089-14_12_deliverables.xml
new file mode 100644
index 0000000000000000000000000000000000000000..6602f17a3b734401e7a2ac04c1911f5019a4bfb1
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/094_sbp-089-14_12_deliverables.xml
@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-089-dahlia-role-account",
+  "portfolio_key": "SBP-089-14",
+  "account_name": "Northstar Holdings",
+  "salesforce_account_id": "001SB089000013",
+  "salesforce_opportunity_id": "006SB089000013",
+  "hubspot_company_id": "8008910013",
+  "hubspot_deal_id": "8008920013",
+  "gong_evidence_id": "GE-089-14",
+  "period": "2026-Q3",
+  "as_of": "2026-09-08",
+  "folder": "12_deliverables",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Dahlia Procurement",
+  "portfolio_account": "Northstar Holdings",
+  "industry": "procurement software",
+  "region": "APAC",
+  "requester": "Regional Marketing Operations",
+  "amount_usd": 4713460,
+  "stage": "Discovery",
+  "close_date": "2026-11-10",
+  "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-089-14 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.",
+  "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+  "events": [
+    "2026-06-03 | EVT-089-094-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-08 | EVT-089-094-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-13 | EVT-089-094-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-18 | EVT-089-094-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-23 | EVT-089-094-5 | buyer | security review remains seller-owned",
+    "2026-06-28 | EVT-089-094-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-03 | EVT-089-094-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-08 | EVT-089-094-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-13 | EVT-089-094-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-18 | EVT-089-094-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-23 | EVT-089-094-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-28 | EVT-089-094-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-02 | EVT-089-094-13 | buyer | security review remains seller-owned",
+    "2026-08-07 | EVT-089-094-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-12 | EVT-089-094-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-17 | EVT-089-094-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-22 | EVT-089-094-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-27 | EVT-089-094-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-01 | EVT-089-094-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-06 | EVT-089-094-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-11 | EVT-089-094-21 | buyer | security review remains seller-owned",
+    "2026-09-16 | EVT-089-094-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-21 | EVT-089-094-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-26 | EVT-089-094-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-01 | EVT-089-094-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-06 | EVT-089-094-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-11 | EVT-089-094-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-16 | EVT-089-094-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-21 | EVT-089-094-29 | buyer | security review remains seller-owned",
+    "2026-10-26 | EVT-089-094-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-31 | EVT-089-094-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-05 | EVT-089-094-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-10 | EVT-089-094-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-15 | EVT-089-094-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-089-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8008930013",
+  "authorized_field": "sequence_status",
+  "current_value": "ACTIVE",
+  "required_value": "PAUSED_COMPLIANCE",
+  "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.",
+  "owner": "Nora Kim",
+  "deadline": "2026-09-12"
+}]]></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>
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/095_sbp-089-15_12_deliverables.html b/task_files/sb100-089-dahlia-role-account/12_deliverables/095_sbp-089-15_12_deliverables.html
new file mode 100644
index 0000000000000000000000000000000000000000..0acad1039615eb8c2b61767f70dd4e6d24b22cb7
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/095_sbp-089-15_12_deliverables.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;sb100-089-dahlia-role-account&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-089-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB089000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB089000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8008910014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8008920014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-089-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-09-08&quot;,
+    &quot;folder&quot;: &quot;12_deliverables&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;Dahlia Procurement&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Systems&quot;,
+    &quot;industry&quot;: &quot;procurement software&quot;,
+    &quot;region&quot;: &quot;APAC&quot;,
+    &quot;requester&quot;: &quot;Regional Marketing Operations&quot;,
+    &quot;amount_usd&quot;: 4850573,
+    &quot;stage&quot;: &quot;Negotiation&quot;,
+    &quot;close_date&quot;: &quot;2026-11-17&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-089-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.&quot;,
+    &quot;source_of_truth&quot;: &quot;For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.&quot;,
+    &quot;events&quot;: [
+      &quot;2026-06-04 | EVT-089-095-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-09 | EVT-089-095-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-14 | EVT-089-095-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-19 | EVT-089-095-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-24 | EVT-089-095-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-29 | EVT-089-095-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-04 | EVT-089-095-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-09 | EVT-089-095-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-14 | EVT-089-095-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-19 | EVT-089-095-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-24 | EVT-089-095-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-29 | EVT-089-095-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-03 | EVT-089-095-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-08 | EVT-089-095-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-13 | EVT-089-095-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-18 | EVT-089-095-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-23 | EVT-089-095-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-28 | EVT-089-095-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-02 | EVT-089-095-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-07 | EVT-089-095-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-12 | EVT-089-095-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-17 | EVT-089-095-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-22 | EVT-089-095-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-27 | EVT-089-095-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-02 | EVT-089-095-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-07 | EVT-089-095-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-12 | EVT-089-095-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-17 | EVT-089-095-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-22 | EVT-089-095-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-27 | EVT-089-095-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-01 | EVT-089-095-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-06 | EVT-089-095-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-11 | EVT-089-095-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-16 | EVT-089-095-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-089-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;00vSB089000014&quot;,
+    &quot;authorized_field&quot;: &quot;Status&quot;,
+    &quot;current_value&quot;: &quot;Sent&quot;,
+    &quot;required_value&quot;: &quot;Removed - Compliance&quot;,
+    &quot;reason&quot;: &quot;SBP-089-15 qualifies for consent-safe sequence remediation 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;2026-09-13&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>
diff --git a/task_files/sb100-089-dahlia-role-account/12_deliverables/096_sbp-089-16_12_deliverables.md b/task_files/sb100-089-dahlia-role-account/12_deliverables/096_sbp-089-16_12_deliverables.md
new file mode 100644
index 0000000000000000000000000000000000000000..0464e035b086b5205bb8f48eb1b31c2d9105d7eb
--- /dev/null
+++ b/task_files/sb100-089-dahlia-role-account/12_deliverables/096_sbp-089-16_12_deliverables.md
@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-089-dahlia-role-account",
+    "portfolio_key": "SBP-089-16",
+    "account_name": "Palisade Partners",
+    "salesforce_account_id": "001SB089000015",
+    "salesforce_opportunity_id": "006SB089000015",
+    "hubspot_company_id": "8008910015",
+    "hubspot_deal_id": "8008920015",
+    "gong_evidence_id": "GE-089-16",
+    "period": "2026-Q3",
+    "as_of": "2026-09-08",
+    "folder": "12_deliverables",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Dahlia Procurement",
+    "portfolio_account": "Palisade Partners",
+    "industry": "procurement software",
+    "region": "APAC",
+    "requester": "Regional Marketing Operations",
+    "amount_usd": 287686,
+    "stage": "Discovery",
+    "close_date": "2026-11-24",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE"
+  },
+  "evidence": {
+    "signal": "security review remains seller-owned",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-089-16 supports security review remains seller-owned without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-089-096-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-089-096-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-089-096-3 | buyer | security review remains seller-owned",
+      "2026-06-20 | EVT-089-096-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-089-096-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-089-096-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-089-096-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-089-096-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-089-096-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-089-096-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-089-096-11 | buyer | security review remains seller-owned",
+      "2026-07-30 | EVT-089-096-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-089-096-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-089-096-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-089-096-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-089-096-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-089-096-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-089-096-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-089-096-19 | buyer | security review remains seller-owned",
+      "2026-09-08 | EVT-089-096-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-089-096-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-089-096-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-089-096-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-089-096-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-089-096-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-089-096-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-089-096-27 | buyer | security review remains seller-owned",
+      "2026-10-18 | EVT-089-096-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-089-096-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-089-096-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-089-096-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-089-096-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-089-096-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-17 | EVT-089-096-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-089-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8008930015",
+    "authorized_field": "sequence_status",
+    "current_value": "ACTIVE",
+    "required_value": "PAUSED_COMPLIANCE",
+    "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.",
+    "owner": "Maya Chen",
+    "deadline": "2026-09-14"
+  },
+  "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.