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task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/001_sbp-038-01_01_salesforce_accounts.md

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+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB038000000",
+    "salesforce_opportunity_id": "006SB038000000",
+    "hubspot_company_id": "8003810000",
+    "hubspot_deal_id": "8003820000",
+    "gong_evidence_id": "GE-038-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "01_salesforce_accounts",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3361322,
+    "stage": "Discovery",
+    "close_date": "2026-10-07",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-038-01 supports buyer explicitly paused the evaluation 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": [
+      "2026-06-09 | EVT-038-001-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-14 | EVT-038-001-2 | seller | security review remains seller-owned",
+      "2026-06-19 | EVT-038-001-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-038-001-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-038-001-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-038-001-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-038-001-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-038-001-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-038-001-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-038-001-10 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-038-001-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-038-001-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-038-001-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-038-001-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-038-001-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-038-001-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-038-001-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-038-001-18 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-038-001-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-038-001-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-038-001-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-038-001-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-038-001-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-038-001-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-038-001-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-038-001-26 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-038-001-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-038-001-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-038-001-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-038-001-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-038-001-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-038-001-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-038-001-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-038-001-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000000",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810000",
+    "reason": "SBP-038-01 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-08-29"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/002_sbp-038-02_01_salesforce_accounts.txt

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+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB038000001",
+    "salesforce_opportunity_id": "006SB038000001",
+    "hubspot_company_id": "8003810001",
+    "hubspot_deal_id": "8003820001",
+    "gong_evidence_id": "GE-038-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "01_salesforce_accounts",
+    "source_version": "v3.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3498435,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-038-02 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": [
+      "2026-06-10 | EVT-038-002-1 | buyer | security review remains seller-owned",
+      "2026-06-15 | EVT-038-002-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-038-002-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-038-002-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-038-002-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-038-002-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-038-002-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-038-002-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-038-002-9 | buyer | security review remains seller-owned",
+      "2026-07-25 | EVT-038-002-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-038-002-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-038-002-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-038-002-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-038-002-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-038-002-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-038-002-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-038-002-17 | buyer | security review remains seller-owned",
+      "2026-09-03 | EVT-038-002-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-038-002-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-038-002-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-038-002-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-038-002-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-038-002-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-038-002-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-038-002-25 | buyer | security review remains seller-owned",
+      "2026-10-13 | EVT-038-002-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-038-002-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-038-002-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-038-002-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-038-002-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-038-002-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-12 | EVT-038-002-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-17 | EVT-038-002-33 | buyer | security review remains seller-owned",
+      "2026-11-22 | EVT-038-002-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810001",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000001",
+    "reason": "SBP-038-02 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 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.

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/003_sbp-038-03_01_salesforce_accounts.json

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+{
+  "business_context": {
+    "amount_usd": 3635548,
+    "benchmark_company": "Brookfield Data Services",
+    "close_date": "2026-10-21",
+    "industry": "data services",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "stage": "Discovery"
+  },
+  "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": "2026-08-31",
+    "decision_code": "HOLD-038-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-038-03 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": [
+      "2026-06-11 | EVT-038-003-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-16 | EVT-038-003-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-21 | EVT-038-003-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-26 | EVT-038-003-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-01 | EVT-038-003-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-06 | EVT-038-003-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-11 | EVT-038-003-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-16 | EVT-038-003-8 | seller | security review remains seller-owned",
+      "2026-07-21 | EVT-038-003-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-26 | EVT-038-003-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-31 | EVT-038-003-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-05 | EVT-038-003-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-10 | EVT-038-003-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-15 | EVT-038-003-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-20 | EVT-038-003-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-25 | EVT-038-003-16 | seller | security review remains seller-owned",
+      "2026-08-30 | EVT-038-003-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-04 | EVT-038-003-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-09 | EVT-038-003-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-14 | EVT-038-003-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-19 | EVT-038-003-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-24 | EVT-038-003-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-29 | EVT-038-003-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-04 | EVT-038-003-24 | seller | security review remains seller-owned",
+      "2026-10-09 | EVT-038-003-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-14 | EVT-038-003-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-19 | EVT-038-003-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-24 | EVT-038-003-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-29 | EVT-038-003-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-03 | EVT-038-003-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-08 | EVT-038-003-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-13 | EVT-038-003-32 | seller | security review remains seller-owned",
+      "2026-11-18 | EVT-038-003-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-23 | EVT-038-003-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-038-03 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 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": "2026-08-26",
+    "classification": "synthetic-confidential",
+    "folder": "01_salesforce_accounts",
+    "gong_evidence_id": "GE-038-03",
+    "hubspot_company_id": "8003810002",
+    "hubspot_deal_id": "8003820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-038-03",
+    "salesforce_account_id": "001SB038000002",
+    "salesforce_opportunity_id": "006SB038000002",
+    "source_version": "v4.3",
+    "task_id": "sb100-038-brookfield-consent-survival"
+  }
+}

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/004_sbp-038-04_01_salesforce_accounts.csv

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+section,field,value
+record_control,task_id,"""sb100-038-brookfield-consent-survival"""
+record_control,portfolio_key,"""SBP-038-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB038000003"""
+record_control,salesforce_opportunity_id,"""006SB038000003"""
+record_control,hubspot_company_id,"""8003810003"""
+record_control,hubspot_deal_id,"""8003820003"""
+record_control,gong_evidence_id,"""GE-038-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-26"""
+record_control,folder,"""01_salesforce_accounts"""
+record_control,source_version,"""v1.4"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Brookfield Data Services"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""data services"""
+business_context,region,"""North America"""
+business_context,requester,"""Privacy Operations Manager"""
+business_context,amount_usd,3772661
+business_context,stage,"""Negotiation"""
+business_context,close_date,"""2026-10-28"""
+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-038-04 supports renewal notice was acknowledged by procurement 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,"[""2026-06-12 | EVT-038-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-17 | EVT-038-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-22 | EVT-038-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-27 | EVT-038-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-02 | EVT-038-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-07 | EVT-038-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-12 | EVT-038-004-7 | buyer | security review remains seller-owned"", ""2026-07-17 | EVT-038-004-8 | seller | champion requested a revised mutual action plan"", ""2026-07-22 | EVT-038-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-27 | EVT-038-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-01 | EVT-038-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-06 | EVT-038-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-11 | EVT-038-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-16 | EVT-038-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-21 | EVT-038-004-15 | buyer | security review remains seller-owned"", ""2026-08-26 | EVT-038-004-16 | seller | champion requested a revised mutual action plan"", ""2026-08-31 | EVT-038-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-05 | EVT-038-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-10 | EVT-038-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-15 | EVT-038-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-20 | EVT-038-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-25 | EVT-038-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-30 | EVT-038-004-23 | buyer | security review remains seller-owned"", ""2026-10-05 | EVT-038-004-24 | seller | champion requested a revised mutual action plan"", ""2026-10-10 | EVT-038-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-15 | EVT-038-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-20 | EVT-038-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-25 | EVT-038-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-30 | EVT-038-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-04 | EVT-038-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-09 | EVT-038-004-31 | buyer | security review remains seller-owned"", ""2026-11-14 | EVT-038-004-32 | seller | champion requested a revised mutual action plan"", ""2026-11-19 | EVT-038-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-24 | EVT-038-004-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-038-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""001SB038000003"""
+decision,authorized_field,"""HubSpot_Company_ID__c"""
+decision,current_value,""""""
+decision,required_value,"""8003810003"""
+decision,reason,"""SBP-038-04 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-01"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/005_sbp-038-05_01_salesforce_accounts.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-05 / 01_salesforce_accounts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB038000004",
+    "salesforce_opportunity_id": "006SB038000004",
+    "hubspot_company_id": "8003810004",
+    "hubspot_deal_id": "8003820004",
+    "gong_evidence_id": "GE-038-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "01_salesforce_accounts",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Evergreen Group",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3909774,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-05 supports economic buyer confirmed procurement timing 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": [
+      "2026-06-13 | EVT-038-005-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-18 | EVT-038-005-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-23 | EVT-038-005-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-28 | EVT-038-005-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-03 | EVT-038-005-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-08 | EVT-038-005-6 | seller | security review remains seller-owned",
+      "2026-07-13 | EVT-038-005-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-18 | EVT-038-005-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-23 | EVT-038-005-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-28 | EVT-038-005-10 | seller | implementation capacity moved to the following quarter",
+      "2026-08-02 | EVT-038-005-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-07 | EVT-038-005-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-12 | EVT-038-005-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-17 | EVT-038-005-14 | seller | security review remains seller-owned",
+      "2026-08-22 | EVT-038-005-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-27 | EVT-038-005-16 | seller | finance validation is complete but legal review is open",
+      "2026-09-01 | EVT-038-005-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-06 | EVT-038-005-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-11 | EVT-038-005-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-16 | EVT-038-005-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-21 | EVT-038-005-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-26 | EVT-038-005-22 | seller | security review remains seller-owned",
+      "2026-10-01 | EVT-038-005-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-06 | EVT-038-005-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-11 | EVT-038-005-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-16 | EVT-038-005-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-21 | EVT-038-005-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-26 | EVT-038-005-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-31 | EVT-038-005-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-05 | EVT-038-005-30 | seller | security review remains seller-owned",
+      "2026-11-10 | EVT-038-005-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-15 | EVT-038-005-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-20 | EVT-038-005-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-25 | EVT-038-005-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810004",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000004",
+    "reason": "SBP-038-05 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded 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
+  }
+}

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/006_sbp-038-06_01_salesforce_accounts.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-038-brookfield-consent-survival",
+  "portfolio_key": "SBP-038-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB038000005",
+  "salesforce_opportunity_id": "006SB038000005",
+  "hubspot_company_id": "8003810005",
+  "hubspot_deal_id": "8003820005",
+  "gong_evidence_id": "GE-038-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-26",
+  "folder": "01_salesforce_accounts",
+  "source_version": "v3.6",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Brookfield Data Services",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "data services",
+  "region": "North America",
+  "requester": "Privacy Operations Manager",
+  "amount_usd": 4046887,
+  "stage": "Negotiation",
+  "close_date": "2026-11-11",
+  "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-038-06 supports security review remains seller-owned 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": [
+    "2026-06-14 | EVT-038-006-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-19 | EVT-038-006-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-24 | EVT-038-006-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-29 | EVT-038-006-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-04 | EVT-038-006-5 | buyer | security review remains seller-owned",
+    "2026-07-09 | EVT-038-006-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-14 | EVT-038-006-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-19 | EVT-038-006-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-24 | EVT-038-006-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-29 | EVT-038-006-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-03 | EVT-038-006-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-08 | EVT-038-006-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-13 | EVT-038-006-13 | buyer | security review remains seller-owned",
+    "2026-08-18 | EVT-038-006-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-23 | EVT-038-006-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-28 | EVT-038-006-16 | seller | buyer explicitly paused the evaluation",
+    "2026-09-02 | EVT-038-006-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-07 | EVT-038-006-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-12 | EVT-038-006-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-17 | EVT-038-006-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-22 | EVT-038-006-21 | buyer | security review remains seller-owned",
+    "2026-09-27 | EVT-038-006-22 | seller | champion requested a revised mutual action plan",
+    "2026-10-02 | EVT-038-006-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-07 | EVT-038-006-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-12 | EVT-038-006-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-17 | EVT-038-006-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-22 | EVT-038-006-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-27 | EVT-038-006-28 | seller | economic buyer confirmed procurement timing",
+    "2026-11-01 | EVT-038-006-29 | buyer | security review remains seller-owned",
+    "2026-11-06 | EVT-038-006-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-11 | EVT-038-006-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-16 | EVT-038-006-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-21 | EVT-038-006-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-26 | EVT-038-006-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-038-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-038-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-03"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/007_sbp-038-07_01_salesforce_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;sb100-038-brookfield-consent-survival&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-038-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB038000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB038000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-038-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-26&quot;,
+    &quot;folder&quot;: &quot;01_salesforce_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;Brookfield Data Services&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;data services&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Privacy Operations Manager&quot;,
+    &quot;amount_usd&quot;: 4184000,
+    &quot;stage&quot;: &quot;Discovery&quot;,
+    &quot;close_date&quot;: &quot;2026-11-18&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-038-07 supports champion requested a revised mutual action plan 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;2026-06-15 | EVT-038-007-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-20 | EVT-038-007-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-25 | EVT-038-007-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-30 | EVT-038-007-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-05 | EVT-038-007-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-10 | EVT-038-007-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-15 | EVT-038-007-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-20 | EVT-038-007-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-25 | EVT-038-007-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-30 | EVT-038-007-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-04 | EVT-038-007-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-09 | EVT-038-007-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-14 | EVT-038-007-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-19 | EVT-038-007-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-24 | EVT-038-007-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-29 | EVT-038-007-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-03 | EVT-038-007-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-08 | EVT-038-007-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-13 | EVT-038-007-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-18 | EVT-038-007-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-23 | EVT-038-007-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-28 | EVT-038-007-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-03 | EVT-038-007-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-08 | EVT-038-007-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-13 | EVT-038-007-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-18 | EVT-038-007-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-23 | EVT-038-007-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-28 | EVT-038-007-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-11-02 | EVT-038-007-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-07 | EVT-038-007-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-12 | EVT-038-007-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-17 | EVT-038-007-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-22 | EVT-038-007-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-27 | EVT-038-007-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-038-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;001SB038000006&quot;,
+    &quot;authorized_field&quot;: &quot;HubSpot_Company_ID__c&quot;,
+    &quot;current_value&quot;: &quot;&quot;,
+    &quot;required_value&quot;: &quot;8003810006&quot;,
+    &quot;reason&quot;: &quot;SBP-038-07 qualifies for cross-CRM identity repair 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;2026-08-29&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/008_sbp-038-08_01_salesforce_accounts.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB038000007",
+    "salesforce_opportunity_id": "006SB038000007",
+    "hubspot_company_id": "8003810007",
+    "hubspot_deal_id": "8003820007",
+    "gong_evidence_id": "GE-038-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "01_salesforce_accounts",
+    "source_version": "v1.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Harbor Partners",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4321113,
+    "stage": "Negotiation",
+    "close_date": "2026-11-25",
+    "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-038-08 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": [
+      "2026-06-16 | EVT-038-008-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-038-008-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-038-008-3 | buyer | security review remains seller-owned",
+      "2026-07-01 | EVT-038-008-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-038-008-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-038-008-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-038-008-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-038-008-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-038-008-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-038-008-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-038-008-11 | buyer | security review remains seller-owned",
+      "2026-08-10 | EVT-038-008-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-038-008-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-038-008-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-038-008-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-038-008-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-038-008-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-038-008-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-038-008-19 | buyer | security review remains seller-owned",
+      "2026-09-19 | EVT-038-008-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-038-008-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-038-008-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-038-008-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-038-008-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-038-008-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-19 | EVT-038-008-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-24 | EVT-038-008-27 | buyer | security review remains seller-owned",
+      "2026-10-29 | EVT-038-008-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-03 | EVT-038-008-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-08 | EVT-038-008-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-13 | EVT-038-008-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-18 | EVT-038-008-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-23 | EVT-038-008-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-28 | EVT-038-008-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-038-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-038-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/009_sbp-038-09_02_hubspot_companies.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB038000008",
+    "salesforce_opportunity_id": "006SB038000008",
+    "hubspot_company_id": "8003810008",
+    "hubspot_deal_id": "8003820008",
+    "gong_evidence_id": "GE-038-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "02_hubspot_companies",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Indigo Networks",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4458226,
+    "stage": "Discovery",
+    "close_date": "2026-12-02",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-038-09 supports buyer explicitly paused the evaluation 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": [
+      "2026-06-17 | EVT-038-009-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-22 | EVT-038-009-2 | seller | security review remains seller-owned",
+      "2026-06-27 | EVT-038-009-3 | buyer | champion requested a revised mutual action plan",
+      "2026-07-02 | EVT-038-009-4 | seller | finance validation is complete but legal review is open",
+      "2026-07-07 | EVT-038-009-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-12 | EVT-038-009-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-17 | EVT-038-009-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-22 | EVT-038-009-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-27 | EVT-038-009-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-01 | EVT-038-009-10 | seller | security review remains seller-owned",
+      "2026-08-06 | EVT-038-009-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-11 | EVT-038-009-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-16 | EVT-038-009-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-21 | EVT-038-009-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-26 | EVT-038-009-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-31 | EVT-038-009-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-05 | EVT-038-009-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-10 | EVT-038-009-18 | seller | security review remains seller-owned",
+      "2026-09-15 | EVT-038-009-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-20 | EVT-038-009-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-25 | EVT-038-009-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-30 | EVT-038-009-22 | seller | implementation capacity moved to the following quarter",
+      "2026-10-05 | EVT-038-009-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-10 | EVT-038-009-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-15 | EVT-038-009-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-20 | EVT-038-009-26 | seller | security review remains seller-owned",
+      "2026-10-25 | EVT-038-009-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-30 | EVT-038-009-28 | seller | finance validation is complete but legal review is open",
+      "2026-11-04 | EVT-038-009-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-09 | EVT-038-009-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-14 | EVT-038-009-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-19 | EVT-038-009-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-24 | EVT-038-009-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-29 | EVT-038-009-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810008",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000008",
+    "reason": "SBP-038-09 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply identity_ambiguity 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.

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/010_sbp-038-10_02_hubspot_companies.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB038000009",
+    "salesforce_opportunity_id": "006SB038000009",
+    "hubspot_company_id": "8003810009",
+    "hubspot_deal_id": "8003820009",
+    "gong_evidence_id": "GE-038-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "02_hubspot_companies",
+    "source_version": "v3.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Juniper Labs",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4595339,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-038-10 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": [
+      "2026-06-18 | EVT-038-010-1 | buyer | security review remains seller-owned",
+      "2026-06-23 | EVT-038-010-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-038-010-3 | buyer | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-038-010-4 | seller | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-038-010-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-038-010-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-038-010-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-038-010-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-038-010-9 | buyer | security review remains seller-owned",
+      "2026-08-02 | EVT-038-010-10 | seller | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-038-010-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-038-010-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-038-010-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-038-010-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-038-010-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-038-010-16 | seller | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-038-010-17 | buyer | security review remains seller-owned",
+      "2026-09-11 | EVT-038-010-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-038-010-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-038-010-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-038-010-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-038-010-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-038-010-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-038-010-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-038-010-25 | buyer | security review remains seller-owned",
+      "2026-10-21 | EVT-038-010-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-038-010-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-038-010-28 | seller | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-038-010-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-038-010-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-038-010-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-20 | EVT-038-010-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-25 | EVT-038-010-33 | buyer | security review remains seller-owned",
+      "2026-11-30 | EVT-038-010-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000009",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810009",
+    "reason": "SBP-038-10 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 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.

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/011_sbp-038-11_02_hubspot_companies.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4732452,
+    "benchmark_company": "Brookfield Data Services",
+    "close_date": "2026-08-30",
+    "industry": "data services",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "stage": "Discovery"
+  },
+  "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": "salesforce_account_id",
+    "authorized_record_id": "8003810010",
+    "authorized_system": "hubspot",
+    "current_value": "",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-038-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-038-11 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "001SB038000010"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-19 | EVT-038-011-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-24 | EVT-038-011-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-29 | EVT-038-011-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-04 | EVT-038-011-4 | seller | implementation capacity moved to the following quarter",
+      "2026-07-09 | EVT-038-011-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-14 | EVT-038-011-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-19 | EVT-038-011-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-24 | EVT-038-011-8 | seller | security review remains seller-owned",
+      "2026-07-29 | EVT-038-011-9 | buyer | champion requested a revised mutual action plan",
+      "2026-08-03 | EVT-038-011-10 | seller | finance validation is complete but legal review is open",
+      "2026-08-08 | EVT-038-011-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-13 | EVT-038-011-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-18 | EVT-038-011-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-23 | EVT-038-011-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-28 | EVT-038-011-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-02 | EVT-038-011-16 | seller | security review remains seller-owned",
+      "2026-09-07 | EVT-038-011-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-12 | EVT-038-011-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-17 | EVT-038-011-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-22 | EVT-038-011-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-27 | EVT-038-011-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-02 | EVT-038-011-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-07 | EVT-038-011-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-12 | EVT-038-011-24 | seller | security review remains seller-owned",
+      "2026-10-17 | EVT-038-011-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-22 | EVT-038-011-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-27 | EVT-038-011-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-01 | EVT-038-011-28 | seller | implementation capacity moved to the following quarter",
+      "2026-11-06 | EVT-038-011-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-11 | EVT-038-011-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-16 | EVT-038-011-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-21 | EVT-038-011-32 | seller | security review remains seller-owned",
+      "2026-11-26 | EVT-038-011-33 | buyer | champion requested a revised mutual action plan",
+      "2026-12-01 | EVT-038-011-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-038-11 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 identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-26",
+    "classification": "synthetic-confidential",
+    "folder": "02_hubspot_companies",
+    "gong_evidence_id": "GE-038-11",
+    "hubspot_company_id": "8003810010",
+    "hubspot_deal_id": "8003820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-038-11",
+    "salesforce_account_id": "001SB038000010",
+    "salesforce_opportunity_id": "006SB038000010",
+    "source_version": "v4.2",
+    "task_id": "sb100-038-brookfield-consent-survival"
+  }
+}

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/012_sbp-038-12_02_hubspot_companies.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-038-brookfield-consent-survival"""
+record_control,portfolio_key,"""SBP-038-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB038000011"""
+record_control,salesforce_opportunity_id,"""006SB038000011"""
+record_control,hubspot_company_id,"""8003810011"""
+record_control,hubspot_deal_id,"""8003820011"""
+record_control,gong_evidence_id,"""GE-038-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-26"""
+record_control,folder,"""02_hubspot_companies"""
+record_control,source_version,"""v1.3"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Brookfield Data Services"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""data services"""
+business_context,region,"""North America"""
+business_context,requester,"""Privacy Operations Manager"""
+business_context,amount_usd,4869565
+business_context,stage,"""Negotiation"""
+business_context,close_date,"""2026-09-06"""
+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-038-12 supports renewal notice was acknowledged by procurement 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,"[""2026-05-01 | EVT-038-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-06 | EVT-038-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-11 | EVT-038-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-16 | EVT-038-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-21 | EVT-038-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-26 | EVT-038-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-05-31 | EVT-038-012-7 | buyer | security review remains seller-owned"", ""2026-06-05 | EVT-038-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-10 | EVT-038-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-038-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-038-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-038-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-038-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-038-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-038-012-15 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-038-012-16 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-038-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-038-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-038-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-038-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-038-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-038-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-038-012-23 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-038-012-24 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-038-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-038-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-038-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-038-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-038-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-038-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-038-012-31 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-038-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-038-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-038-012-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-038-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-038-12 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,"""2026-09-03"""
+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

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/013_sbp-038-13_02_hubspot_companies.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-13 / 02_hubspot_companies
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB038000012",
+    "salesforce_opportunity_id": "006SB038000012",
+    "hubspot_company_id": "8003810012",
+    "hubspot_deal_id": "8003820012",
+    "gong_evidence_id": "GE-038-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "02_hubspot_companies",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Meridian Works",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 306678,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-13 supports economic buyer confirmed procurement timing 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": [
+      "2026-05-02 | EVT-038-013-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-07 | EVT-038-013-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-12 | EVT-038-013-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-17 | EVT-038-013-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-038-013-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-038-013-6 | seller | security review remains seller-owned",
+      "2026-06-01 | EVT-038-013-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-038-013-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-038-013-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-038-013-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-038-013-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-038-013-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-038-013-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-038-013-14 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-038-013-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-038-013-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-038-013-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-038-013-18 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-038-013-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-038-013-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-038-013-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-038-013-22 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-038-013-23 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-038-013-24 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-038-013-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-038-013-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-038-013-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-038-013-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-038-013-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-038-013-30 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-038-013-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-038-013-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-038-013-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-038-013-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000012",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810012",
+    "reason": "SBP-038-13 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-29"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/014_sbp-038-14_02_hubspot_companies.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-038-brookfield-consent-survival",
+  "portfolio_key": "SBP-038-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB038000013",
+  "salesforce_opportunity_id": "006SB038000013",
+  "hubspot_company_id": "8003810013",
+  "hubspot_deal_id": "8003820013",
+  "gong_evidence_id": "GE-038-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-26",
+  "folder": "02_hubspot_companies",
+  "source_version": "v3.5",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Brookfield Data Services",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "data services",
+  "region": "North America",
+  "requester": "Privacy Operations Manager",
+  "amount_usd": 443791,
+  "stage": "Negotiation",
+  "close_date": "2026-09-20",
+  "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-038-14 supports security review remains seller-owned 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": [
+    "2026-05-03 | EVT-038-014-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-08 | EVT-038-014-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-13 | EVT-038-014-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-18 | EVT-038-014-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-23 | EVT-038-014-5 | buyer | security review remains seller-owned",
+    "2026-05-28 | EVT-038-014-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-02 | EVT-038-014-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-07 | EVT-038-014-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-12 | EVT-038-014-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-038-014-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-038-014-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-038-014-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-038-014-13 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-038-014-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-038-014-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-038-014-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-038-014-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-038-014-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-038-014-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-038-014-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-038-014-21 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-038-014-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-038-014-23 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-038-014-24 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-038-014-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-038-014-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-038-014-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-038-014-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-038-014-29 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-038-014-30 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-038-014-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-038-014-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-038-014-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-038-014-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-038-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8003810013",
+  "authorized_field": "salesforce_account_id",
+  "current_value": "",
+  "required_value": "001SB038000013",
+  "reason": "SBP-038-14 qualifies for cross-CRM identity repair because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-08-30"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/015_sbp-038-15_02_hubspot_companies.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;sb100-038-brookfield-consent-survival&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-038-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB038000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB038000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-038-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-26&quot;,
+    &quot;folder&quot;: &quot;02_hubspot_companies&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;Brookfield Data Services&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;data services&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Privacy Operations Manager&quot;,
+    &quot;amount_usd&quot;: 580904,
+    &quot;stage&quot;: &quot;Discovery&quot;,
+    &quot;close_date&quot;: &quot;2026-09-27&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-038-15 supports champion requested a revised mutual action plan 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;2026-05-04 | EVT-038-015-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-09 | EVT-038-015-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-14 | EVT-038-015-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-19 | EVT-038-015-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-05-24 | EVT-038-015-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-05-29 | EVT-038-015-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-03 | EVT-038-015-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-08 | EVT-038-015-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-13 | EVT-038-015-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-038-015-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-038-015-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-038-015-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-038-015-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-038-015-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-038-015-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-038-015-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-038-015-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-038-015-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-038-015-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-038-015-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-038-015-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-038-015-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-038-015-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-038-015-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-038-015-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-038-015-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-038-015-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-038-015-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-038-015-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-038-015-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-038-015-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-038-015-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-038-015-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-038-015-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-038-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;001SB038000014&quot;,
+    &quot;authorized_field&quot;: &quot;HubSpot_Company_ID__c&quot;,
+    &quot;current_value&quot;: &quot;&quot;,
+    &quot;required_value&quot;: &quot;8003810014&quot;,
+    &quot;reason&quot;: &quot;SBP-038-15 qualifies for cross-CRM identity repair 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;2026-08-31&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>

task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/016_sbp-038-16_02_hubspot_companies.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB038000015",
+    "salesforce_opportunity_id": "006SB038000015",
+    "hubspot_company_id": "8003810015",
+    "hubspot_deal_id": "8003820015",
+    "gong_evidence_id": "GE-038-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "02_hubspot_companies",
+    "source_version": "v1.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 718017,
+    "stage": "Negotiation",
+    "close_date": "2026-10-04",
+    "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-038-16 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": [
+      "2026-05-05 | EVT-038-016-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-10 | EVT-038-016-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-15 | EVT-038-016-3 | buyer | security review remains seller-owned",
+      "2026-05-20 | EVT-038-016-4 | seller | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-038-016-5 | buyer | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-038-016-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-038-016-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-038-016-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-038-016-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-038-016-10 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-038-016-11 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-038-016-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-038-016-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-038-016-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-038-016-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-038-016-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-038-016-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-038-016-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-038-016-19 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-038-016-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-038-016-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-038-016-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-038-016-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-038-016-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-038-016-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-038-016-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-038-016-27 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-038-016-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-038-016-29 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-038-016-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-038-016-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-038-016-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-038-016-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-038-016-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810015",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000015",
+    "reason": "SBP-038-16 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-01"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/03_contacts/017_sbp-038-01_03_contacts.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB038000000",
+    "salesforce_opportunity_id": "006SB038000000",
+    "hubspot_company_id": "8003810000",
+    "hubspot_deal_id": "8003820000",
+    "gong_evidence_id": "GE-038-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "03_contacts",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3361322,
+    "stage": "Discovery",
+    "close_date": "2026-10-07",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-038-01 supports buyer explicitly paused the evaluation 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": [
+      "2026-05-06 | EVT-038-017-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-11 | EVT-038-017-2 | seller | security review remains seller-owned",
+      "2026-05-16 | EVT-038-017-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-038-017-4 | seller | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-038-017-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-038-017-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-038-017-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-038-017-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-038-017-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-038-017-10 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-038-017-11 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-038-017-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-038-017-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-038-017-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-038-017-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-038-017-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-038-017-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-038-017-18 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-038-017-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-038-017-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-038-017-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-038-017-22 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-038-017-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-038-017-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-038-017-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-038-017-26 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-038-017-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-038-017-28 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-038-017-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-038-017-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-038-017-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-038-017-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-038-017-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-038-017-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000000",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810000",
+    "reason": "SBP-038-01 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-08-29"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/03_contacts/018_sbp-038-02_03_contacts.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB038000001",
+    "salesforce_opportunity_id": "006SB038000001",
+    "hubspot_company_id": "8003810001",
+    "hubspot_deal_id": "8003820001",
+    "gong_evidence_id": "GE-038-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "03_contacts",
+    "source_version": "v3.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3498435,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-038-02 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": [
+      "2026-05-07 | EVT-038-018-1 | buyer | security review remains seller-owned",
+      "2026-05-12 | EVT-038-018-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-17 | EVT-038-018-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-22 | EVT-038-018-4 | seller | buyer explicitly paused the evaluation",
+      "2026-05-27 | EVT-038-018-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-01 | EVT-038-018-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-06 | EVT-038-018-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-038-018-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-038-018-9 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-038-018-10 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-038-018-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-038-018-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-038-018-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-038-018-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-038-018-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-038-018-16 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-038-018-17 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-038-018-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-038-018-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-038-018-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-038-018-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-038-018-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-038-018-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-038-018-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-038-018-25 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-038-018-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-038-018-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-038-018-28 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-038-018-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-038-018-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-038-018-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-038-018-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-038-018-33 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-038-018-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810001",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000001",
+    "reason": "SBP-038-02 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 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.

task_files/sb100-038-brookfield-consent-survival/03_contacts/019_sbp-038-03_03_contacts.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3635548,
+    "benchmark_company": "Brookfield Data Services",
+    "close_date": "2026-10-21",
+    "industry": "data services",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "stage": "Discovery"
+  },
+  "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": "2026-08-31",
+    "decision_code": "HOLD-038-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-038-03 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": [
+      "2026-05-08 | EVT-038-019-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-13 | EVT-038-019-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-18 | EVT-038-019-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-038-019-4 | seller | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-038-019-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-038-019-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-038-019-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-038-019-8 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-038-019-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-038-019-10 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-038-019-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-038-019-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-038-019-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-038-019-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-038-019-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-038-019-16 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-038-019-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-038-019-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-038-019-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-038-019-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-038-019-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-038-019-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-038-019-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-038-019-24 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-038-019-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-038-019-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-038-019-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-038-019-28 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-038-019-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-038-019-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-038-019-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-038-019-32 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-038-019-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-038-019-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-038-03 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 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": "2026-08-26",
+    "classification": "synthetic-confidential",
+    "folder": "03_contacts",
+    "gong_evidence_id": "GE-038-03",
+    "hubspot_company_id": "8003810002",
+    "hubspot_deal_id": "8003820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-038-03",
+    "salesforce_account_id": "001SB038000002",
+    "salesforce_opportunity_id": "006SB038000002",
+    "source_version": "v4.1",
+    "task_id": "sb100-038-brookfield-consent-survival"
+  }
+}

task_files/sb100-038-brookfield-consent-survival/03_contacts/020_sbp-038-04_03_contacts.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-038-brookfield-consent-survival"""
+record_control,portfolio_key,"""SBP-038-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB038000003"""
+record_control,salesforce_opportunity_id,"""006SB038000003"""
+record_control,hubspot_company_id,"""8003810003"""
+record_control,hubspot_deal_id,"""8003820003"""
+record_control,gong_evidence_id,"""GE-038-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-26"""
+record_control,folder,"""03_contacts"""
+record_control,source_version,"""v1.2"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Brookfield Data Services"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""data services"""
+business_context,region,"""North America"""
+business_context,requester,"""Privacy Operations Manager"""
+business_context,amount_usd,3772661
+business_context,stage,"""Negotiation"""
+business_context,close_date,"""2026-10-28"""
+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-038-04 supports renewal notice was acknowledged by procurement 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,"[""2026-05-09 | EVT-038-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-14 | EVT-038-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-19 | EVT-038-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-24 | EVT-038-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-29 | EVT-038-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-03 | EVT-038-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-08 | EVT-038-020-7 | buyer | security review remains seller-owned"", ""2026-06-13 | EVT-038-020-8 | seller | champion requested a revised mutual action plan"", ""2026-06-18 | EVT-038-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-038-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-038-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-038-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-038-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-038-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-038-020-15 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-038-020-16 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-038-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-038-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-038-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-038-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-038-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-038-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-038-020-23 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-038-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-038-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-038-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-038-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-038-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-038-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-038-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-038-020-31 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-038-020-32 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-038-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-038-020-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-038-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""001SB038000003"""
+decision,authorized_field,"""HubSpot_Company_ID__c"""
+decision,current_value,""""""
+decision,required_value,"""8003810003"""
+decision,reason,"""SBP-038-04 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-01"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-038-brookfield-consent-survival/03_contacts/021_sbp-038-05_03_contacts.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-05 / 03_contacts
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB038000004",
+    "salesforce_opportunity_id": "006SB038000004",
+    "hubspot_company_id": "8003810004",
+    "hubspot_deal_id": "8003820004",
+    "gong_evidence_id": "GE-038-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "03_contacts",
+    "source_version": "v2.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Evergreen Group",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3909774,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-05 supports economic buyer confirmed procurement timing 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": [
+      "2026-05-10 | EVT-038-021-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-15 | EVT-038-021-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-20 | EVT-038-021-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-25 | EVT-038-021-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-30 | EVT-038-021-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-038-021-6 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-038-021-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-038-021-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-038-021-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-038-021-10 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-038-021-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-038-021-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-038-021-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-038-021-14 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-038-021-15 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-038-021-16 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-038-021-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-038-021-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-038-021-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-038-021-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-038-021-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-038-021-22 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-038-021-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-038-021-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-038-021-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-038-021-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-038-021-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-038-021-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-038-021-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-038-021-30 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-038-021-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-038-021-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-038-021-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-038-021-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810004",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000004",
+    "reason": "SBP-038-05 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded 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
+  }
+}

task_files/sb100-038-brookfield-consent-survival/03_contacts/022_sbp-038-06_03_contacts.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-038-brookfield-consent-survival",
+  "portfolio_key": "SBP-038-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB038000005",
+  "salesforce_opportunity_id": "006SB038000005",
+  "hubspot_company_id": "8003810005",
+  "hubspot_deal_id": "8003820005",
+  "gong_evidence_id": "GE-038-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-26",
+  "folder": "03_contacts",
+  "source_version": "v3.4",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Brookfield Data Services",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "data services",
+  "region": "North America",
+  "requester": "Privacy Operations Manager",
+  "amount_usd": 4046887,
+  "stage": "Negotiation",
+  "close_date": "2026-11-11",
+  "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-038-06 supports security review remains seller-owned 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": [
+    "2026-05-11 | EVT-038-022-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-16 | EVT-038-022-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-21 | EVT-038-022-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-05-26 | EVT-038-022-4 | seller | economic buyer confirmed procurement timing",
+    "2026-05-31 | EVT-038-022-5 | buyer | security review remains seller-owned",
+    "2026-06-05 | EVT-038-022-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-10 | EVT-038-022-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-15 | EVT-038-022-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-20 | EVT-038-022-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-25 | EVT-038-022-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-30 | EVT-038-022-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-05 | EVT-038-022-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-10 | EVT-038-022-13 | buyer | security review remains seller-owned",
+    "2026-07-15 | EVT-038-022-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-20 | EVT-038-022-15 | buyer | finance validation is complete but legal review is open",
+    "2026-07-25 | EVT-038-022-16 | seller | buyer explicitly paused the evaluation",
+    "2026-07-30 | EVT-038-022-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-04 | EVT-038-022-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-09 | EVT-038-022-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-14 | EVT-038-022-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-19 | EVT-038-022-21 | buyer | security review remains seller-owned",
+    "2026-08-24 | EVT-038-022-22 | seller | champion requested a revised mutual action plan",
+    "2026-08-29 | EVT-038-022-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-03 | EVT-038-022-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-08 | EVT-038-022-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-13 | EVT-038-022-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-18 | EVT-038-022-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-23 | EVT-038-022-28 | seller | economic buyer confirmed procurement timing",
+    "2026-09-28 | EVT-038-022-29 | buyer | security review remains seller-owned",
+    "2026-10-03 | EVT-038-022-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-08 | EVT-038-022-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-13 | EVT-038-022-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-18 | EVT-038-022-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-23 | EVT-038-022-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-038-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-038-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-03"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-038-brookfield-consent-survival/03_contacts/023_sbp-038-07_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;sb100-038-brookfield-consent-survival&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-038-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB038000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB038000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-038-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-26&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;Brookfield Data Services&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;data services&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Privacy Operations Manager&quot;,
+    &quot;amount_usd&quot;: 4184000,
+    &quot;stage&quot;: &quot;Discovery&quot;,
+    &quot;close_date&quot;: &quot;2026-11-18&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-038-07 supports champion requested a revised mutual action plan 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;2026-05-12 | EVT-038-023-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-17 | EVT-038-023-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-22 | EVT-038-023-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-05-27 | EVT-038-023-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-01 | EVT-038-023-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-06 | EVT-038-023-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-11 | EVT-038-023-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-16 | EVT-038-023-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-21 | EVT-038-023-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-26 | EVT-038-023-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-01 | EVT-038-023-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-06 | EVT-038-023-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-11 | EVT-038-023-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-16 | EVT-038-023-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-21 | EVT-038-023-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-26 | EVT-038-023-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-31 | EVT-038-023-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-05 | EVT-038-023-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-10 | EVT-038-023-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-15 | EVT-038-023-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-20 | EVT-038-023-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-25 | EVT-038-023-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-30 | EVT-038-023-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-04 | EVT-038-023-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-09 | EVT-038-023-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-14 | EVT-038-023-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-19 | EVT-038-023-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-24 | EVT-038-023-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-29 | EVT-038-023-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-04 | EVT-038-023-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-09 | EVT-038-023-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-14 | EVT-038-023-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-19 | EVT-038-023-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-24 | EVT-038-023-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-038-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;001SB038000006&quot;,
+    &quot;authorized_field&quot;: &quot;HubSpot_Company_ID__c&quot;,
+    &quot;current_value&quot;: &quot;&quot;,
+    &quot;required_value&quot;: &quot;8003810006&quot;,
+    &quot;reason&quot;: &quot;SBP-038-07 qualifies for cross-CRM identity repair 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;2026-08-29&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-038-brookfield-consent-survival/03_contacts/024_sbp-038-08_03_contacts.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB038000007",
+    "salesforce_opportunity_id": "006SB038000007",
+    "hubspot_company_id": "8003810007",
+    "hubspot_deal_id": "8003820007",
+    "gong_evidence_id": "GE-038-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "03_contacts",
+    "source_version": "v1.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Harbor Partners",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4321113,
+    "stage": "Negotiation",
+    "close_date": "2026-11-25",
+    "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-038-08 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": [
+      "2026-05-13 | EVT-038-024-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-18 | EVT-038-024-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-23 | EVT-038-024-3 | buyer | security review remains seller-owned",
+      "2026-05-28 | EVT-038-024-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-02 | EVT-038-024-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-07 | EVT-038-024-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-12 | EVT-038-024-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-17 | EVT-038-024-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-22 | EVT-038-024-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-27 | EVT-038-024-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-02 | EVT-038-024-11 | buyer | security review remains seller-owned",
+      "2026-07-07 | EVT-038-024-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-12 | EVT-038-024-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-17 | EVT-038-024-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-22 | EVT-038-024-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-27 | EVT-038-024-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-01 | EVT-038-024-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-06 | EVT-038-024-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-11 | EVT-038-024-19 | buyer | security review remains seller-owned",
+      "2026-08-16 | EVT-038-024-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-21 | EVT-038-024-21 | buyer | finance validation is complete but legal review is open",
+      "2026-08-26 | EVT-038-024-22 | seller | buyer explicitly paused the evaluation",
+      "2026-08-31 | EVT-038-024-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-05 | EVT-038-024-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-10 | EVT-038-024-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-15 | EVT-038-024-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-20 | EVT-038-024-27 | buyer | security review remains seller-owned",
+      "2026-09-25 | EVT-038-024-28 | seller | champion requested a revised mutual action plan",
+      "2026-09-30 | EVT-038-024-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-05 | EVT-038-024-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-10 | EVT-038-024-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-15 | EVT-038-024-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-20 | EVT-038-024-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-25 | EVT-038-024-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-038-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-038-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/04_domains/025_sbp-038-09_04_domains.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB038000008",
+    "salesforce_opportunity_id": "006SB038000008",
+    "hubspot_company_id": "8003810008",
+    "hubspot_deal_id": "8003820008",
+    "gong_evidence_id": "GE-038-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "04_domains",
+    "source_version": "v2.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Indigo Networks",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4458226,
+    "stage": "Discovery",
+    "close_date": "2026-12-02",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-038-09 supports buyer explicitly paused the evaluation 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": [
+      "2026-05-14 | EVT-038-025-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-038-025-2 | seller | security review remains seller-owned",
+      "2026-05-24 | EVT-038-025-3 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-038-025-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-038-025-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-038-025-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-038-025-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-038-025-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-038-025-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-038-025-10 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-038-025-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-038-025-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-038-025-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-038-025-14 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-038-025-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-038-025-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-038-025-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-038-025-18 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-038-025-19 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-038-025-20 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-038-025-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-038-025-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-038-025-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-038-025-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-038-025-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-038-025-26 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-038-025-27 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-038-025-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-038-025-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-038-025-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-038-025-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-038-025-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-038-025-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-038-025-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810008",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000008",
+    "reason": "SBP-038-09 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply identity_ambiguity 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.

task_files/sb100-038-brookfield-consent-survival/04_domains/026_sbp-038-10_04_domains.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB038000009",
+    "salesforce_opportunity_id": "006SB038000009",
+    "hubspot_company_id": "8003810009",
+    "hubspot_deal_id": "8003820009",
+    "gong_evidence_id": "GE-038-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "04_domains",
+    "source_version": "v3.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Juniper Labs",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4595339,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-038-10 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": [
+      "2026-05-15 | EVT-038-026-1 | buyer | security review remains seller-owned",
+      "2026-05-20 | EVT-038-026-2 | seller | champion requested a revised mutual action plan",
+      "2026-05-25 | EVT-038-026-3 | buyer | finance validation is complete but legal review is open",
+      "2026-05-30 | EVT-038-026-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-04 | EVT-038-026-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-09 | EVT-038-026-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-14 | EVT-038-026-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-038-026-8 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-038-026-9 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-038-026-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-038-026-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-038-026-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-038-026-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-038-026-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-038-026-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-038-026-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-038-026-17 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-038-026-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-038-026-19 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-038-026-20 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-038-026-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-038-026-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-038-026-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-038-026-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-038-026-25 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-038-026-26 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-038-026-27 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-038-026-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-038-026-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-038-026-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-038-026-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-038-026-32 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-038-026-33 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-038-026-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000009",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810009",
+    "reason": "SBP-038-10 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 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.

task_files/sb100-038-brookfield-consent-survival/04_domains/027_sbp-038-11_04_domains.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4732452,
+    "benchmark_company": "Brookfield Data Services",
+    "close_date": "2026-08-30",
+    "industry": "data services",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "stage": "Discovery"
+  },
+  "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": "salesforce_account_id",
+    "authorized_record_id": "8003810010",
+    "authorized_system": "hubspot",
+    "current_value": "",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-038-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-038-11 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "001SB038000010"
+  },
+  "evidence": {
+    "events": [
+      "2026-05-16 | EVT-038-027-1 | buyer | champion requested a revised mutual action plan",
+      "2026-05-21 | EVT-038-027-2 | seller | finance validation is complete but legal review is open",
+      "2026-05-26 | EVT-038-027-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-038-027-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-038-027-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-038-027-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-038-027-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-038-027-8 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-038-027-9 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-038-027-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-038-027-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-038-027-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-038-027-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-038-027-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-038-027-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-038-027-16 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-038-027-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-038-027-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-038-027-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-038-027-20 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-038-027-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-038-027-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-038-027-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-038-027-24 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-038-027-25 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-038-027-26 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-038-027-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-038-027-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-038-027-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-038-027-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-038-027-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-038-027-32 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-038-027-33 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-038-027-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-038-11 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 identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-26",
+    "classification": "synthetic-confidential",
+    "folder": "04_domains",
+    "gong_evidence_id": "GE-038-11",
+    "hubspot_company_id": "8003810010",
+    "hubspot_deal_id": "8003820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-038-11",
+    "salesforce_account_id": "001SB038000010",
+    "salesforce_opportunity_id": "006SB038000010",
+    "source_version": "v4.0",
+    "task_id": "sb100-038-brookfield-consent-survival"
+  }
+}

task_files/sb100-038-brookfield-consent-survival/04_domains/028_sbp-038-12_04_domains.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-038-brookfield-consent-survival"""
+record_control,portfolio_key,"""SBP-038-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB038000011"""
+record_control,salesforce_opportunity_id,"""006SB038000011"""
+record_control,hubspot_company_id,"""8003810011"""
+record_control,hubspot_deal_id,"""8003820011"""
+record_control,gong_evidence_id,"""GE-038-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-26"""
+record_control,folder,"""04_domains"""
+record_control,source_version,"""v1.1"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Brookfield Data Services"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""data services"""
+business_context,region,"""North America"""
+business_context,requester,"""Privacy Operations Manager"""
+business_context,amount_usd,4869565
+business_context,stage,"""Negotiation"""
+business_context,close_date,"""2026-09-06"""
+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-038-12 supports renewal notice was acknowledged by procurement 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,"[""2026-05-17 | EVT-038-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-22 | EVT-038-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-27 | EVT-038-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-01 | EVT-038-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-06 | EVT-038-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-11 | EVT-038-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-16 | EVT-038-028-7 | buyer | security review remains seller-owned"", ""2026-06-21 | EVT-038-028-8 | seller | champion requested a revised mutual action plan"", ""2026-06-26 | EVT-038-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-01 | EVT-038-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-06 | EVT-038-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-11 | EVT-038-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-16 | EVT-038-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-21 | EVT-038-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-26 | EVT-038-028-15 | buyer | security review remains seller-owned"", ""2026-07-31 | EVT-038-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-05 | EVT-038-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-10 | EVT-038-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-15 | EVT-038-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-20 | EVT-038-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-25 | EVT-038-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-30 | EVT-038-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-04 | EVT-038-028-23 | buyer | security review remains seller-owned"", ""2026-09-09 | EVT-038-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-14 | EVT-038-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-19 | EVT-038-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-24 | EVT-038-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-29 | EVT-038-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-04 | EVT-038-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-09 | EVT-038-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-14 | EVT-038-028-31 | buyer | security review remains seller-owned"", ""2026-10-19 | EVT-038-028-32 | seller | champion requested a revised mutual action plan"", ""2026-10-24 | EVT-038-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-29 | EVT-038-028-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-038-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-038-12 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,"""2026-09-03"""
+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

task_files/sb100-038-brookfield-consent-survival/04_domains/029_sbp-038-13_04_domains.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-13 / 04_domains
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB038000012",
+    "salesforce_opportunity_id": "006SB038000012",
+    "hubspot_company_id": "8003810012",
+    "hubspot_deal_id": "8003820012",
+    "gong_evidence_id": "GE-038-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "04_domains",
+    "source_version": "v2.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Meridian Works",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 306678,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-13 supports economic buyer confirmed procurement timing 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": [
+      "2026-05-18 | EVT-038-029-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-23 | EVT-038-029-2 | seller | implementation capacity moved to the following quarter",
+      "2026-05-28 | EVT-038-029-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-02 | EVT-038-029-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-07 | EVT-038-029-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-038-029-6 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-038-029-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-038-029-8 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-038-029-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-038-029-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-038-029-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-038-029-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-038-029-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-038-029-14 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-038-029-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-038-029-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-038-029-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-038-029-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-038-029-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-038-029-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-038-029-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-038-029-22 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-038-029-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-038-029-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-038-029-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-038-029-26 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-038-029-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-038-029-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-038-029-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-038-029-30 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-038-029-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-038-029-32 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-038-029-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-038-029-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000012",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810012",
+    "reason": "SBP-038-13 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-29"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-038-brookfield-consent-survival/04_domains/030_sbp-038-14_04_domains.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-038-brookfield-consent-survival",
+  "portfolio_key": "SBP-038-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB038000013",
+  "salesforce_opportunity_id": "006SB038000013",
+  "hubspot_company_id": "8003810013",
+  "hubspot_deal_id": "8003820013",
+  "gong_evidence_id": "GE-038-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-26",
+  "folder": "04_domains",
+  "source_version": "v3.3",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Brookfield Data Services",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "data services",
+  "region": "North America",
+  "requester": "Privacy Operations Manager",
+  "amount_usd": 443791,
+  "stage": "Negotiation",
+  "close_date": "2026-09-20",
+  "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-038-14 supports security review remains seller-owned 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": [
+    "2026-05-19 | EVT-038-030-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-05-24 | EVT-038-030-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-05-29 | EVT-038-030-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-03 | EVT-038-030-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-08 | EVT-038-030-5 | buyer | security review remains seller-owned",
+    "2026-06-13 | EVT-038-030-6 | seller | champion requested a revised mutual action plan",
+    "2026-06-18 | EVT-038-030-7 | buyer | finance validation is complete but legal review is open",
+    "2026-06-23 | EVT-038-030-8 | seller | buyer explicitly paused the evaluation",
+    "2026-06-28 | EVT-038-030-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-03 | EVT-038-030-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-08 | EVT-038-030-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-13 | EVT-038-030-12 | seller | economic buyer confirmed procurement timing",
+    "2026-07-18 | EVT-038-030-13 | buyer | security review remains seller-owned",
+    "2026-07-23 | EVT-038-030-14 | seller | champion requested a revised mutual action plan",
+    "2026-07-28 | EVT-038-030-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-02 | EVT-038-030-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-07 | EVT-038-030-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-12 | EVT-038-030-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-17 | EVT-038-030-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-22 | EVT-038-030-20 | seller | economic buyer confirmed procurement timing",
+    "2026-08-27 | EVT-038-030-21 | buyer | security review remains seller-owned",
+    "2026-09-01 | EVT-038-030-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-06 | EVT-038-030-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-11 | EVT-038-030-24 | seller | buyer explicitly paused the evaluation",
+    "2026-09-16 | EVT-038-030-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-21 | EVT-038-030-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-26 | EVT-038-030-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-01 | EVT-038-030-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-06 | EVT-038-030-29 | buyer | security review remains seller-owned",
+    "2026-10-11 | EVT-038-030-30 | seller | champion requested a revised mutual action plan",
+    "2026-10-16 | EVT-038-030-31 | buyer | finance validation is complete but legal review is open",
+    "2026-10-21 | EVT-038-030-32 | seller | buyer explicitly paused the evaluation",
+    "2026-10-26 | EVT-038-030-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-31 | EVT-038-030-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-038-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8003810013",
+  "authorized_field": "salesforce_account_id",
+  "current_value": "",
+  "required_value": "001SB038000013",
+  "reason": "SBP-038-14 qualifies for cross-CRM identity repair because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-08-30"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-038-brookfield-consent-survival/04_domains/031_sbp-038-15_04_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;sb100-038-brookfield-consent-survival&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-038-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB038000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB038000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-038-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-26&quot;,
+    &quot;folder&quot;: &quot;04_domains&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;Brookfield Data Services&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;data services&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Privacy Operations Manager&quot;,
+    &quot;amount_usd&quot;: 580904,
+    &quot;stage&quot;: &quot;Discovery&quot;,
+    &quot;close_date&quot;: &quot;2026-09-27&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-038-15 supports champion requested a revised mutual action plan 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;2026-05-20 | EVT-038-031-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-05-25 | EVT-038-031-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-05-30 | EVT-038-031-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-04 | EVT-038-031-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-09 | EVT-038-031-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-14 | EVT-038-031-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-06-19 | EVT-038-031-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-06-24 | EVT-038-031-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-06-29 | EVT-038-031-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-04 | EVT-038-031-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-09 | EVT-038-031-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-14 | EVT-038-031-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-19 | EVT-038-031-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-24 | EVT-038-031-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-29 | EVT-038-031-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-03 | EVT-038-031-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-08 | EVT-038-031-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-13 | EVT-038-031-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-18 | EVT-038-031-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-23 | EVT-038-031-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-28 | EVT-038-031-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-02 | EVT-038-031-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-07 | EVT-038-031-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-12 | EVT-038-031-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-17 | EVT-038-031-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-22 | EVT-038-031-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-27 | EVT-038-031-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-02 | EVT-038-031-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-07 | EVT-038-031-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-12 | EVT-038-031-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-17 | EVT-038-031-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-22 | EVT-038-031-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-27 | EVT-038-031-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-01 | EVT-038-031-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-038-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;001SB038000014&quot;,
+    &quot;authorized_field&quot;: &quot;HubSpot_Company_ID__c&quot;,
+    &quot;current_value&quot;: &quot;&quot;,
+    &quot;required_value&quot;: &quot;8003810014&quot;,
+    &quot;reason&quot;: &quot;SBP-038-15 qualifies for cross-CRM identity repair 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;2026-08-31&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>

task_files/sb100-038-brookfield-consent-survival/04_domains/032_sbp-038-16_04_domains.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB038000015",
+    "salesforce_opportunity_id": "006SB038000015",
+    "hubspot_company_id": "8003810015",
+    "hubspot_deal_id": "8003820015",
+    "gong_evidence_id": "GE-038-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "04_domains",
+    "source_version": "v1.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 718017,
+    "stage": "Negotiation",
+    "close_date": "2026-10-04",
+    "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-038-16 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": [
+      "2026-05-21 | EVT-038-032-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-05-26 | EVT-038-032-2 | seller | economic buyer confirmed procurement timing",
+      "2026-05-31 | EVT-038-032-3 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-038-032-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-038-032-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-038-032-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-038-032-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-038-032-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-038-032-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-038-032-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-038-032-11 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-038-032-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-038-032-13 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-038-032-14 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-038-032-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-038-032-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-038-032-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-038-032-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-038-032-19 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-038-032-20 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-038-032-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-038-032-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-038-032-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-038-032-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-038-032-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-038-032-26 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-038-032-27 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-038-032-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-038-032-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-038-032-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-038-032-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-038-032-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-038-032-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-038-032-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810015",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000015",
+    "reason": "SBP-038-16 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-01"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/05_external_ids/037_sbp-038-05_05_external_ids.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-05 / 05_external_ids
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB038000004",
+    "salesforce_opportunity_id": "006SB038000004",
+    "hubspot_company_id": "8003810004",
+    "hubspot_deal_id": "8003820004",
+    "gong_evidence_id": "GE-038-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "05_external_ids",
+    "source_version": "v2.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Evergreen Group",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3909774,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-05 supports economic buyer confirmed procurement timing 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-038-037-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-05-31 | EVT-038-037-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-05 | EVT-038-037-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-038-037-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-038-037-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-038-037-6 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-038-037-7 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-038-037-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-038-037-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-038-037-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-038-037-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-038-037-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-038-037-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-038-037-14 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-038-037-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-038-037-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-038-037-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-038-037-18 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-038-037-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-038-037-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-038-037-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-038-037-22 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-038-037-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-038-037-24 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-038-037-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-038-037-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-038-037-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-038-037-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-038-037-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-038-037-30 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-038-037-31 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-038-037-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-038-037-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-038-037-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810004",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000004",
+    "reason": "SBP-038-05 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded 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
+  }
+}

task_files/sb100-038-brookfield-consent-survival/05_external_ids/040_sbp-038-08_05_external_ids.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB038000007",
+    "salesforce_opportunity_id": "006SB038000007",
+    "hubspot_company_id": "8003810007",
+    "hubspot_deal_id": "8003820007",
+    "gong_evidence_id": "GE-038-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "05_external_ids",
+    "source_version": "v1.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Harbor Partners",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4321113,
+    "stage": "Negotiation",
+    "close_date": "2026-11-25",
+    "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-038-08 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": [
+      "2026-05-29 | EVT-038-040-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-03 | EVT-038-040-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-08 | EVT-038-040-3 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-038-040-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-038-040-5 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-038-040-6 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-038-040-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-038-040-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-038-040-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-038-040-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-038-040-11 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-038-040-12 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-038-040-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-038-040-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-038-040-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-038-040-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-038-040-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-038-040-18 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-038-040-19 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-038-040-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-038-040-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-038-040-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-038-040-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-038-040-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-038-040-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-038-040-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-038-040-27 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-038-040-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-038-040-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-038-040-30 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-038-040-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-038-040-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-038-040-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-038-040-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-038-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-038-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/06_associations/041_sbp-038-09_06_associations.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-09",
+    "account_name": "Indigo Networks",
+    "salesforce_account_id": "001SB038000008",
+    "salesforce_opportunity_id": "006SB038000008",
+    "hubspot_company_id": "8003810008",
+    "hubspot_deal_id": "8003820008",
+    "gong_evidence_id": "GE-038-09",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "06_associations",
+    "source_version": "v2.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Indigo Networks",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4458226,
+    "stage": "Discovery",
+    "close_date": "2026-12-02",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-038-09 supports buyer explicitly paused the evaluation 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-038-041-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-038-041-2 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-038-041-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-038-041-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-038-041-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-038-041-6 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-038-041-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-038-041-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-038-041-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-038-041-10 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-038-041-11 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-038-041-12 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-038-041-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-038-041-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-038-041-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-038-041-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-038-041-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-038-041-18 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-038-041-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-038-041-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-038-041-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-038-041-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-038-041-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-038-041-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-038-041-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-038-041-26 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-038-041-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-038-041-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-038-041-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-038-041-30 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-038-041-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-038-041-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-038-041-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-038-041-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-06",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810008",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000008",
+    "reason": "SBP-038-09 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply identity_ambiguity 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.

task_files/sb100-038-brookfield-consent-survival/06_associations/042_sbp-038-10_06_associations.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-10",
+    "account_name": "Juniper Labs",
+    "salesforce_account_id": "001SB038000009",
+    "salesforce_opportunity_id": "006SB038000009",
+    "hubspot_company_id": "8003810009",
+    "hubspot_deal_id": "8003820009",
+    "gong_evidence_id": "GE-038-10",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "06_associations",
+    "source_version": "v3.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Juniper Labs",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4595339,
+    "stage": "Negotiation",
+    "close_date": "2026-12-09",
+    "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-038-10 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": [
+      "2026-05-31 | EVT-038-042-1 | buyer | security review remains seller-owned",
+      "2026-06-05 | EVT-038-042-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-10 | EVT-038-042-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-15 | EVT-038-042-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-20 | EVT-038-042-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-06-25 | EVT-038-042-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-06-30 | EVT-038-042-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-05 | EVT-038-042-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-10 | EVT-038-042-9 | buyer | security review remains seller-owned",
+      "2026-07-15 | EVT-038-042-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-20 | EVT-038-042-11 | buyer | finance validation is complete but legal review is open",
+      "2026-07-25 | EVT-038-042-12 | seller | buyer explicitly paused the evaluation",
+      "2026-07-30 | EVT-038-042-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-04 | EVT-038-042-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-09 | EVT-038-042-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-14 | EVT-038-042-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-19 | EVT-038-042-17 | buyer | security review remains seller-owned",
+      "2026-08-24 | EVT-038-042-18 | seller | champion requested a revised mutual action plan",
+      "2026-08-29 | EVT-038-042-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-03 | EVT-038-042-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-08 | EVT-038-042-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-13 | EVT-038-042-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-18 | EVT-038-042-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-23 | EVT-038-042-24 | seller | economic buyer confirmed procurement timing",
+      "2026-09-28 | EVT-038-042-25 | buyer | security review remains seller-owned",
+      "2026-10-03 | EVT-038-042-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-08 | EVT-038-042-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-13 | EVT-038-042-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-18 | EVT-038-042-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-23 | EVT-038-042-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-28 | EVT-038-042-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-02 | EVT-038-042-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-07 | EVT-038-042-33 | buyer | security review remains seller-owned",
+      "2026-11-12 | EVT-038-042-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-07",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000009",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810009",
+    "reason": "SBP-038-10 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 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.

task_files/sb100-038-brookfield-consent-survival/06_associations/043_sbp-038-11_06_associations.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 4732452,
+    "benchmark_company": "Brookfield Data Services",
+    "close_date": "2026-08-30",
+    "industry": "data services",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Keystone Industries",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "stage": "Discovery"
+  },
+  "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": "salesforce_account_id",
+    "authorized_record_id": "8003810010",
+    "authorized_system": "hubspot",
+    "current_value": "",
+    "deadline": "2026-09-02",
+    "decision_code": "CHG-038-08",
+    "eligible_for_requested_workflow": true,
+    "owner": "Maya Chen",
+    "reason": "SBP-038-11 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.",
+    "required_value": "001SB038000010"
+  },
+  "evidence": {
+    "events": [
+      "2026-06-01 | EVT-038-043-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-038-043-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-038-043-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-038-043-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-038-043-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-038-043-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-038-043-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-038-043-8 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-038-043-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-038-043-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-038-043-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-038-043-12 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-038-043-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-038-043-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-038-043-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-038-043-16 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-038-043-17 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-038-043-18 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-038-043-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-038-043-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-038-043-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-038-043-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-038-043-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-038-043-24 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-038-043-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-038-043-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-038-043-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-038-043-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-038-043-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-038-043-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-038-043-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-038-043-32 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-038-043-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-038-043-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-038-11 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 identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register."
+  },
+  "record_control": {
+    "account_name": "Keystone Industries",
+    "as_of": "2026-08-26",
+    "classification": "synthetic-confidential",
+    "folder": "06_associations",
+    "gong_evidence_id": "GE-038-11",
+    "hubspot_company_id": "8003810010",
+    "hubspot_deal_id": "8003820010",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-038-11",
+    "salesforce_account_id": "001SB038000010",
+    "salesforce_opportunity_id": "006SB038000010",
+    "source_version": "v4.7",
+    "task_id": "sb100-038-brookfield-consent-survival"
+  }
+}

task_files/sb100-038-brookfield-consent-survival/06_associations/044_sbp-038-12_06_associations.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-038-brookfield-consent-survival"""
+record_control,portfolio_key,"""SBP-038-12"""
+record_control,account_name,"""Lantern Collective"""
+record_control,salesforce_account_id,"""001SB038000011"""
+record_control,salesforce_opportunity_id,"""006SB038000011"""
+record_control,hubspot_company_id,"""8003810011"""
+record_control,hubspot_deal_id,"""8003820011"""
+record_control,gong_evidence_id,"""GE-038-12"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-26"""
+record_control,folder,"""06_associations"""
+record_control,source_version,"""v1.8"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Brookfield Data Services"""
+business_context,portfolio_account,"""Lantern Collective"""
+business_context,industry,"""data services"""
+business_context,region,"""North America"""
+business_context,requester,"""Privacy Operations Manager"""
+business_context,amount_usd,4869565
+business_context,stage,"""Negotiation"""
+business_context,close_date,"""2026-09-06"""
+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-038-12 supports renewal notice was acknowledged by procurement 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,"[""2026-06-02 | EVT-038-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-07 | EVT-038-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-12 | EVT-038-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-17 | EVT-038-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-22 | EVT-038-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-27 | EVT-038-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-02 | EVT-038-044-7 | buyer | security review remains seller-owned"", ""2026-07-07 | EVT-038-044-8 | seller | champion requested a revised mutual action plan"", ""2026-07-12 | EVT-038-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-17 | EVT-038-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-22 | EVT-038-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-27 | EVT-038-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-01 | EVT-038-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-06 | EVT-038-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-11 | EVT-038-044-15 | buyer | security review remains seller-owned"", ""2026-08-16 | EVT-038-044-16 | seller | champion requested a revised mutual action plan"", ""2026-08-21 | EVT-038-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-26 | EVT-038-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-31 | EVT-038-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-05 | EVT-038-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-10 | EVT-038-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-15 | EVT-038-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-20 | EVT-038-044-23 | buyer | security review remains seller-owned"", ""2026-09-25 | EVT-038-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-30 | EVT-038-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-05 | EVT-038-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-10 | EVT-038-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-15 | EVT-038-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-20 | EVT-038-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-25 | EVT-038-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-30 | EVT-038-044-31 | buyer | security review remains seller-owned"", ""2026-11-04 | EVT-038-044-32 | seller | champion requested a revised mutual action plan"", ""2026-11-09 | EVT-038-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-14 | EVT-038-044-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,false
+decision,decision_code,"""HOLD-038-12"""
+decision,authorized_system,"""none"""
+decision,authorized_record_id,"""none"""
+decision,authorized_field,"""none"""
+decision,current_value,"""unchanged"""
+decision,required_value,"""unchanged"""
+decision,reason,"""SBP-038-12 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,"""2026-09-03"""
+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

task_files/sb100-038-brookfield-consent-survival/06_associations/045_sbp-038-13_06_associations.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-13 / 06_associations
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-13",
+    "account_name": "Meridian Works",
+    "salesforce_account_id": "001SB038000012",
+    "salesforce_opportunity_id": "006SB038000012",
+    "hubspot_company_id": "8003810012",
+    "hubspot_deal_id": "8003820012",
+    "gong_evidence_id": "GE-038-13",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "06_associations",
+    "source_version": "v2.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Meridian Works",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 306678,
+    "stage": "Discovery",
+    "close_date": "2026-09-13",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-13 supports economic buyer confirmed procurement timing 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": [
+      "2026-06-03 | EVT-038-045-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-038-045-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-038-045-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-038-045-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-038-045-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-038-045-6 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-038-045-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-038-045-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-038-045-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-038-045-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-038-045-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-038-045-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-038-045-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-038-045-14 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-038-045-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-038-045-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-038-045-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-038-045-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-038-045-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-038-045-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-038-045-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-038-045-22 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-038-045-23 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-038-045-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-038-045-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-038-045-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-038-045-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-038-045-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-038-045-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-038-045-30 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-038-045-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-038-045-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-038-045-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-038-045-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-09",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000012",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810012",
+    "reason": "SBP-038-13 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.",
+    "owner": "Priya Raman",
+    "deadline": "2026-08-29"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}

task_files/sb100-038-brookfield-consent-survival/06_associations/046_sbp-038-14_06_associations.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-038-brookfield-consent-survival",
+  "portfolio_key": "SBP-038-14",
+  "account_name": "Northstar Technologies",
+  "salesforce_account_id": "001SB038000013",
+  "salesforce_opportunity_id": "006SB038000013",
+  "hubspot_company_id": "8003810013",
+  "hubspot_deal_id": "8003820013",
+  "gong_evidence_id": "GE-038-14",
+  "period": "2026-Q3",
+  "as_of": "2026-08-26",
+  "folder": "06_associations",
+  "source_version": "v3.1",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Brookfield Data Services",
+  "portfolio_account": "Northstar Technologies",
+  "industry": "data services",
+  "region": "North America",
+  "requester": "Privacy Operations Manager",
+  "amount_usd": 443791,
+  "stage": "Negotiation",
+  "close_date": "2026-09-20",
+  "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-038-14 supports security review remains seller-owned 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": [
+    "2026-06-04 | EVT-038-046-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-09 | EVT-038-046-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-14 | EVT-038-046-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-19 | EVT-038-046-4 | seller | economic buyer confirmed procurement timing",
+    "2026-06-24 | EVT-038-046-5 | buyer | security review remains seller-owned",
+    "2026-06-29 | EVT-038-046-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-04 | EVT-038-046-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-09 | EVT-038-046-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-14 | EVT-038-046-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-19 | EVT-038-046-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-07-24 | EVT-038-046-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-07-29 | EVT-038-046-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-03 | EVT-038-046-13 | buyer | security review remains seller-owned",
+    "2026-08-08 | EVT-038-046-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-13 | EVT-038-046-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-18 | EVT-038-046-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-23 | EVT-038-046-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-08-28 | EVT-038-046-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-02 | EVT-038-046-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-07 | EVT-038-046-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-12 | EVT-038-046-21 | buyer | security review remains seller-owned",
+    "2026-09-17 | EVT-038-046-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-22 | EVT-038-046-23 | buyer | finance validation is complete but legal review is open",
+    "2026-09-27 | EVT-038-046-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-02 | EVT-038-046-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-07 | EVT-038-046-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-12 | EVT-038-046-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-17 | EVT-038-046-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-22 | EVT-038-046-29 | buyer | security review remains seller-owned",
+    "2026-10-27 | EVT-038-046-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-01 | EVT-038-046-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-06 | EVT-038-046-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-11 | EVT-038-046-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-16 | EVT-038-046-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": true,
+  "decision_code": "CHG-038-10",
+  "authorized_system": "hubspot",
+  "authorized_record_id": "8003810013",
+  "authorized_field": "salesforce_account_id",
+  "current_value": "",
+  "required_value": "001SB038000013",
+  "reason": "SBP-038-14 qualifies for cross-CRM identity repair because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-08-30"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-038-brookfield-consent-survival/06_associations/047_sbp-038-15_06_associations.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;sb100-038-brookfield-consent-survival&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-038-15&quot;,
+    &quot;account_name&quot;: &quot;Orchard Services&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB038000014&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB038000014&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003810014&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003820014&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-038-15&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-26&quot;,
+    &quot;folder&quot;: &quot;06_associations&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;Brookfield Data Services&quot;,
+    &quot;portfolio_account&quot;: &quot;Orchard Services&quot;,
+    &quot;industry&quot;: &quot;data services&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Privacy Operations Manager&quot;,
+    &quot;amount_usd&quot;: 580904,
+    &quot;stage&quot;: &quot;Discovery&quot;,
+    &quot;close_date&quot;: &quot;2026-09-27&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-038-15 supports champion requested a revised mutual action plan 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;2026-06-05 | EVT-038-047-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-10 | EVT-038-047-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-15 | EVT-038-047-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-20 | EVT-038-047-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-06-25 | EVT-038-047-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-06-30 | EVT-038-047-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-05 | EVT-038-047-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-10 | EVT-038-047-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-15 | EVT-038-047-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-20 | EVT-038-047-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-07-25 | EVT-038-047-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-07-30 | EVT-038-047-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-04 | EVT-038-047-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-09 | EVT-038-047-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-14 | EVT-038-047-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-19 | EVT-038-047-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-08-24 | EVT-038-047-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-08-29 | EVT-038-047-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-03 | EVT-038-047-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-08 | EVT-038-047-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-13 | EVT-038-047-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-18 | EVT-038-047-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-09-23 | EVT-038-047-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-09-28 | EVT-038-047-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-03 | EVT-038-047-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-08 | EVT-038-047-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-13 | EVT-038-047-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-18 | EVT-038-047-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-23 | EVT-038-047-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-10-28 | EVT-038-047-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-02 | EVT-038-047-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-07 | EVT-038-047-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-12 | EVT-038-047-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-17 | EVT-038-047-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-038-11&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;001SB038000014&quot;,
+    &quot;authorized_field&quot;: &quot;HubSpot_Company_ID__c&quot;,
+    &quot;current_value&quot;: &quot;&quot;,
+    &quot;required_value&quot;: &quot;8003810014&quot;,
+    &quot;reason&quot;: &quot;SBP-038-15 qualifies for cross-CRM identity repair 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;2026-08-31&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>

task_files/sb100-038-brookfield-consent-survival/06_associations/048_sbp-038-16_06_associations.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-16",
+    "account_name": "Palisade Ventures",
+    "salesforce_account_id": "001SB038000015",
+    "salesforce_opportunity_id": "006SB038000015",
+    "hubspot_company_id": "8003810015",
+    "hubspot_deal_id": "8003820015",
+    "gong_evidence_id": "GE-038-16",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "06_associations",
+    "source_version": "v1.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Palisade Ventures",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 718017,
+    "stage": "Negotiation",
+    "close_date": "2026-10-04",
+    "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-038-16 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": [
+      "2026-06-06 | EVT-038-048-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-11 | EVT-038-048-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-16 | EVT-038-048-3 | buyer | security review remains seller-owned",
+      "2026-06-21 | EVT-038-048-4 | seller | champion requested a revised mutual action plan",
+      "2026-06-26 | EVT-038-048-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-01 | EVT-038-048-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-06 | EVT-038-048-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-11 | EVT-038-048-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-16 | EVT-038-048-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-21 | EVT-038-048-10 | seller | economic buyer confirmed procurement timing",
+      "2026-07-26 | EVT-038-048-11 | buyer | security review remains seller-owned",
+      "2026-07-31 | EVT-038-048-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-05 | EVT-038-048-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-10 | EVT-038-048-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-15 | EVT-038-048-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-20 | EVT-038-048-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-25 | EVT-038-048-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-30 | EVT-038-048-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-04 | EVT-038-048-19 | buyer | security review remains seller-owned",
+      "2026-09-09 | EVT-038-048-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-14 | EVT-038-048-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-19 | EVT-038-048-22 | seller | buyer explicitly paused the evaluation",
+      "2026-09-24 | EVT-038-048-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-29 | EVT-038-048-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-04 | EVT-038-048-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-09 | EVT-038-048-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-14 | EVT-038-048-27 | buyer | security review remains seller-owned",
+      "2026-10-19 | EVT-038-048-28 | seller | champion requested a revised mutual action plan",
+      "2026-10-24 | EVT-038-048-29 | buyer | finance validation is complete but legal review is open",
+      "2026-10-29 | EVT-038-048-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-03 | EVT-038-048-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-08 | EVT-038-048-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-13 | EVT-038-048-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-18 | EVT-038-048-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810015",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000015",
+    "reason": "SBP-038-16 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.",
+    "owner": "Theo Martin",
+    "deadline": "2026-09-01"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/07_merge_history/049_sbp-038-01_07_merge_history.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-01",
+    "account_name": "Alder Enterprises",
+    "salesforce_account_id": "001SB038000000",
+    "salesforce_opportunity_id": "006SB038000000",
+    "hubspot_company_id": "8003810000",
+    "hubspot_deal_id": "8003820000",
+    "gong_evidence_id": "GE-038-01",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "07_merge_history",
+    "source_version": "v2.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Alder Enterprises",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3361322,
+    "stage": "Discovery",
+    "close_date": "2026-10-07",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-038-01 supports buyer explicitly paused the evaluation 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": [
+      "2026-06-07 | EVT-038-049-1 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-12 | EVT-038-049-2 | seller | security review remains seller-owned",
+      "2026-06-17 | EVT-038-049-3 | buyer | champion requested a revised mutual action plan",
+      "2026-06-22 | EVT-038-049-4 | seller | finance validation is complete but legal review is open",
+      "2026-06-27 | EVT-038-049-5 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-02 | EVT-038-049-6 | seller | implementation capacity moved to the following quarter",
+      "2026-07-07 | EVT-038-049-7 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-12 | EVT-038-049-8 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-17 | EVT-038-049-9 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-22 | EVT-038-049-10 | seller | security review remains seller-owned",
+      "2026-07-27 | EVT-038-049-11 | buyer | champion requested a revised mutual action plan",
+      "2026-08-01 | EVT-038-049-12 | seller | finance validation is complete but legal review is open",
+      "2026-08-06 | EVT-038-049-13 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-11 | EVT-038-049-14 | seller | implementation capacity moved to the following quarter",
+      "2026-08-16 | EVT-038-049-15 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-21 | EVT-038-049-16 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-26 | EVT-038-049-17 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-31 | EVT-038-049-18 | seller | security review remains seller-owned",
+      "2026-09-05 | EVT-038-049-19 | buyer | champion requested a revised mutual action plan",
+      "2026-09-10 | EVT-038-049-20 | seller | finance validation is complete but legal review is open",
+      "2026-09-15 | EVT-038-049-21 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-20 | EVT-038-049-22 | seller | implementation capacity moved to the following quarter",
+      "2026-09-25 | EVT-038-049-23 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-30 | EVT-038-049-24 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-05 | EVT-038-049-25 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-10 | EVT-038-049-26 | seller | security review remains seller-owned",
+      "2026-10-15 | EVT-038-049-27 | buyer | champion requested a revised mutual action plan",
+      "2026-10-20 | EVT-038-049-28 | seller | finance validation is complete but legal review is open",
+      "2026-10-25 | EVT-038-049-29 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-30 | EVT-038-049-30 | seller | implementation capacity moved to the following quarter",
+      "2026-11-04 | EVT-038-049-31 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-09 | EVT-038-049-32 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-14 | EVT-038-049-33 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-19 | EVT-038-049-34 | seller | security review remains seller-owned"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-01",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000000",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810000",
+    "reason": "SBP-038-01 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-08-29"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
+
+Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation.

task_files/sb100-038-brookfield-consent-survival/07_merge_history/050_sbp-038-02_07_merge_history.txt

@@ -0,0 +1,94 @@
+Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-02",
+    "account_name": "Beacon Cooperative",
+    "salesforce_account_id": "001SB038000001",
+    "salesforce_opportunity_id": "006SB038000001",
+    "hubspot_company_id": "8003810001",
+    "hubspot_deal_id": "8003820001",
+    "gong_evidence_id": "GE-038-02",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "07_merge_history",
+    "source_version": "v3.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Beacon Cooperative",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3498435,
+    "stage": "Negotiation",
+    "close_date": "2026-10-14",
+    "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-038-02 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": [
+      "2026-06-08 | EVT-038-050-1 | buyer | security review remains seller-owned",
+      "2026-06-13 | EVT-038-050-2 | seller | champion requested a revised mutual action plan",
+      "2026-06-18 | EVT-038-050-3 | buyer | finance validation is complete but legal review is open",
+      "2026-06-23 | EVT-038-050-4 | seller | buyer explicitly paused the evaluation",
+      "2026-06-28 | EVT-038-050-5 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-03 | EVT-038-050-6 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-08 | EVT-038-050-7 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-13 | EVT-038-050-8 | seller | economic buyer confirmed procurement timing",
+      "2026-07-18 | EVT-038-050-9 | buyer | security review remains seller-owned",
+      "2026-07-23 | EVT-038-050-10 | seller | champion requested a revised mutual action plan",
+      "2026-07-28 | EVT-038-050-11 | buyer | finance validation is complete but legal review is open",
+      "2026-08-02 | EVT-038-050-12 | seller | buyer explicitly paused the evaluation",
+      "2026-08-07 | EVT-038-050-13 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-12 | EVT-038-050-14 | seller | competitive evaluation narrowed to two vendors",
+      "2026-08-17 | EVT-038-050-15 | buyer | renewal notice was acknowledged by procurement",
+      "2026-08-22 | EVT-038-050-16 | seller | economic buyer confirmed procurement timing",
+      "2026-08-27 | EVT-038-050-17 | buyer | security review remains seller-owned",
+      "2026-09-01 | EVT-038-050-18 | seller | champion requested a revised mutual action plan",
+      "2026-09-06 | EVT-038-050-19 | buyer | finance validation is complete but legal review is open",
+      "2026-09-11 | EVT-038-050-20 | seller | buyer explicitly paused the evaluation",
+      "2026-09-16 | EVT-038-050-21 | buyer | implementation capacity moved to the following quarter",
+      "2026-09-21 | EVT-038-050-22 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-26 | EVT-038-050-23 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-01 | EVT-038-050-24 | seller | economic buyer confirmed procurement timing",
+      "2026-10-06 | EVT-038-050-25 | buyer | security review remains seller-owned",
+      "2026-10-11 | EVT-038-050-26 | seller | champion requested a revised mutual action plan",
+      "2026-10-16 | EVT-038-050-27 | buyer | finance validation is complete but legal review is open",
+      "2026-10-21 | EVT-038-050-28 | seller | buyer explicitly paused the evaluation",
+      "2026-10-26 | EVT-038-050-29 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-31 | EVT-038-050-30 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-05 | EVT-038-050-31 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-10 | EVT-038-050-32 | seller | economic buyer confirmed procurement timing",
+      "2026-11-15 | EVT-038-050-33 | buyer | security review remains seller-owned",
+      "2026-11-20 | EVT-038-050-34 | seller | champion requested a revised mutual action plan"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-02",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810001",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000001",
+    "reason": "SBP-038-02 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 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.

task_files/sb100-038-brookfield-consent-survival/07_merge_history/051_sbp-038-03_07_merge_history.json

@@ -0,0 +1,90 @@
+{
+  "business_context": {
+    "amount_usd": 3635548,
+    "benchmark_company": "Brookfield Data Services",
+    "close_date": "2026-10-21",
+    "industry": "data services",
+    "owner": "Maya Chen",
+    "owner_role": "Enterprise AE",
+    "portfolio_account": "Cobalt Platform",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "stage": "Discovery"
+  },
+  "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": "2026-08-31",
+    "decision_code": "HOLD-038-03",
+    "eligible_for_requested_workflow": false,
+    "owner": "Maya Chen",
+    "reason": "SBP-038-03 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": [
+      "2026-06-09 | EVT-038-051-1 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-038-051-2 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-038-051-3 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-038-051-4 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-038-051-5 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-038-051-6 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-038-051-7 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-038-051-8 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-038-051-9 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-038-051-10 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-038-051-11 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-038-051-12 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-038-051-13 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-038-051-14 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-038-051-15 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-038-051-16 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-038-051-17 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-038-051-18 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-038-051-19 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-038-051-20 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-038-051-21 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-038-051-22 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-038-051-23 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-038-051-24 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-038-051-25 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-038-051-26 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-038-051-27 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-038-051-28 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-038-051-29 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-038-051-30 | seller | renewal notice was acknowledged by procurement",
+      "2026-11-06 | EVT-038-051-31 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-11 | EVT-038-051-32 | seller | security review remains seller-owned",
+      "2026-11-16 | EVT-038-051-33 | buyer | champion requested a revised mutual action plan",
+      "2026-11-21 | EVT-038-051-34 | seller | finance validation is complete but legal review is open"
+    ],
+    "gong_summary": "Permitted Gong insight GE-038-03 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 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": "2026-08-26",
+    "classification": "synthetic-confidential",
+    "folder": "07_merge_history",
+    "gong_evidence_id": "GE-038-03",
+    "hubspot_company_id": "8003810002",
+    "hubspot_deal_id": "8003820002",
+    "period": "2026-Q3",
+    "portfolio_key": "SBP-038-03",
+    "salesforce_account_id": "001SB038000002",
+    "salesforce_opportunity_id": "006SB038000002",
+    "source_version": "v4.6",
+    "task_id": "sb100-038-brookfield-consent-survival"
+  }
+}

task_files/sb100-038-brookfield-consent-survival/07_merge_history/052_sbp-038-04_07_merge_history.csv

@@ -0,0 +1,44 @@
+section,field,value
+record_control,task_id,"""sb100-038-brookfield-consent-survival"""
+record_control,portfolio_key,"""SBP-038-04"""
+record_control,account_name,"""Dovetail Corporation"""
+record_control,salesforce_account_id,"""001SB038000003"""
+record_control,salesforce_opportunity_id,"""006SB038000003"""
+record_control,hubspot_company_id,"""8003810003"""
+record_control,hubspot_deal_id,"""8003820003"""
+record_control,gong_evidence_id,"""GE-038-04"""
+record_control,period,"""2026-Q3"""
+record_control,as_of,"""2026-08-26"""
+record_control,folder,"""07_merge_history"""
+record_control,source_version,"""v1.7"""
+record_control,classification,"""synthetic-confidential"""
+business_context,benchmark_company,"""Brookfield Data Services"""
+business_context,portfolio_account,"""Dovetail Corporation"""
+business_context,industry,"""data services"""
+business_context,region,"""North America"""
+business_context,requester,"""Privacy Operations Manager"""
+business_context,amount_usd,3772661
+business_context,stage,"""Negotiation"""
+business_context,close_date,"""2026-10-28"""
+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-038-04 supports renewal notice was acknowledged by procurement 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,"[""2026-06-10 | EVT-038-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-038-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-038-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-038-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-038-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-038-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-038-052-7 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-038-052-8 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-038-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-038-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-038-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-038-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-038-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-038-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-038-052-15 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-038-052-16 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-038-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-038-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-038-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-038-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-038-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-038-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-038-052-23 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-038-052-24 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-038-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-038-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-18 | EVT-038-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-23 | EVT-038-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-28 | EVT-038-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-02 | EVT-038-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-07 | EVT-038-052-31 | buyer | security review remains seller-owned"", ""2026-11-12 | EVT-038-052-32 | seller | champion requested a revised mutual action plan"", ""2026-11-17 | EVT-038-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-22 | EVT-038-052-34 | seller | buyer explicitly paused the evaluation""]"
+decision,eligible_for_requested_workflow,true
+decision,decision_code,"""CHG-038-03"""
+decision,authorized_system,"""salesforce"""
+decision,authorized_record_id,"""001SB038000003"""
+decision,authorized_field,"""HubSpot_Company_ID__c"""
+decision,current_value,""""""
+decision,required_value,"""8003810003"""
+decision,reason,"""SBP-038-04 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy."""
+decision,owner,"""Jon Bell"""
+decision,deadline,"""2026-09-01"""
+controls,gong_is_read_only,true
+controls,deletes_authorized,false
+controls,neighboring_records_must_remain_unchanged,true
+controls,private_call_content_may_be_copied,false
+controls,duplicate_mutations_allowed,false

task_files/sb100-038-brookfield-consent-survival/07_merge_history/053_sbp-038-05_07_merge_history.eml

@@ -0,0 +1,97 @@
+From: revenue-operations@sb100-038-brookfield-consent-survival.example
+To: portfolio-review@sb100-038-brookfield-consent-survival.example
+Date: Wed, 26 Aug 2026 12:00:00 -0700
+Subject: Evidence register SBP-038-05 / 07_merge_history
+MIME-Version: 1.0
+Content-Type: text/plain; charset=UTF-8
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-05",
+    "account_name": "Evergreen Group",
+    "salesforce_account_id": "001SB038000004",
+    "salesforce_opportunity_id": "006SB038000004",
+    "hubspot_company_id": "8003810004",
+    "hubspot_deal_id": "8003820004",
+    "gong_evidence_id": "GE-038-05",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "07_merge_history",
+    "source_version": "v2.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Evergreen Group",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 3909774,
+    "stage": "Discovery",
+    "close_date": "2026-11-04",
+    "owner": "Priya Raman",
+    "owner_role": "Strategic AE"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "single_threaded",
+    "gong_summary": "Permitted Gong insight GE-038-05 supports economic buyer confirmed procurement timing 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": [
+      "2026-06-11 | EVT-038-053-1 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-038-053-2 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-038-053-3 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-038-053-4 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-038-053-5 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-038-053-6 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-038-053-7 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-038-053-8 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-038-053-9 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-038-053-10 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-038-053-11 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-038-053-12 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-038-053-13 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-038-053-14 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-038-053-15 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-038-053-16 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-038-053-17 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-038-053-18 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-038-053-19 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-038-053-20 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-038-053-21 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-038-053-22 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-038-053-23 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-038-053-24 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-038-053-25 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-038-053-26 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-038-053-27 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-038-053-28 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-29 | EVT-038-053-29 | buyer | economic buyer confirmed procurement timing",
+      "2026-11-03 | EVT-038-053-30 | seller | security review remains seller-owned",
+      "2026-11-08 | EVT-038-053-31 | buyer | champion requested a revised mutual action plan",
+      "2026-11-13 | EVT-038-053-32 | seller | finance validation is complete but legal review is open",
+      "2026-11-18 | EVT-038-053-33 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-23 | EVT-038-053-34 | seller | implementation capacity moved to the following quarter"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-04",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8003810004",
+    "authorized_field": "salesforce_account_id",
+    "current_value": "",
+    "required_value": "001SB038000004",
+    "reason": "SBP-038-05 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply single_threaded 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
+  }
+}

task_files/sb100-038-brookfield-consent-survival/07_merge_history/054_sbp-038-06_07_merge_history.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<salesbench-record>
+  <section name="record_control"><![CDATA[{
+  "task_id": "sb100-038-brookfield-consent-survival",
+  "portfolio_key": "SBP-038-06",
+  "account_name": "Foxglove Holdings",
+  "salesforce_account_id": "001SB038000005",
+  "salesforce_opportunity_id": "006SB038000005",
+  "hubspot_company_id": "8003810005",
+  "hubspot_deal_id": "8003820005",
+  "gong_evidence_id": "GE-038-06",
+  "period": "2026-Q3",
+  "as_of": "2026-08-26",
+  "folder": "07_merge_history",
+  "source_version": "v3.0",
+  "classification": "synthetic-confidential"
+}]]></section>
+  <section name="business_context"><![CDATA[{
+  "benchmark_company": "Brookfield Data Services",
+  "portfolio_account": "Foxglove Holdings",
+  "industry": "data services",
+  "region": "North America",
+  "requester": "Privacy Operations Manager",
+  "amount_usd": 4046887,
+  "stage": "Negotiation",
+  "close_date": "2026-11-11",
+  "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-038-06 supports security review remains seller-owned 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": [
+    "2026-06-12 | EVT-038-054-1 | buyer | implementation capacity moved to the following quarter",
+    "2026-06-17 | EVT-038-054-2 | seller | competitive evaluation narrowed to two vendors",
+    "2026-06-22 | EVT-038-054-3 | buyer | renewal notice was acknowledged by procurement",
+    "2026-06-27 | EVT-038-054-4 | seller | economic buyer confirmed procurement timing",
+    "2026-07-02 | EVT-038-054-5 | buyer | security review remains seller-owned",
+    "2026-07-07 | EVT-038-054-6 | seller | champion requested a revised mutual action plan",
+    "2026-07-12 | EVT-038-054-7 | buyer | finance validation is complete but legal review is open",
+    "2026-07-17 | EVT-038-054-8 | seller | buyer explicitly paused the evaluation",
+    "2026-07-22 | EVT-038-054-9 | buyer | implementation capacity moved to the following quarter",
+    "2026-07-27 | EVT-038-054-10 | seller | competitive evaluation narrowed to two vendors",
+    "2026-08-01 | EVT-038-054-11 | buyer | renewal notice was acknowledged by procurement",
+    "2026-08-06 | EVT-038-054-12 | seller | economic buyer confirmed procurement timing",
+    "2026-08-11 | EVT-038-054-13 | buyer | security review remains seller-owned",
+    "2026-08-16 | EVT-038-054-14 | seller | champion requested a revised mutual action plan",
+    "2026-08-21 | EVT-038-054-15 | buyer | finance validation is complete but legal review is open",
+    "2026-08-26 | EVT-038-054-16 | seller | buyer explicitly paused the evaluation",
+    "2026-08-31 | EVT-038-054-17 | buyer | implementation capacity moved to the following quarter",
+    "2026-09-05 | EVT-038-054-18 | seller | competitive evaluation narrowed to two vendors",
+    "2026-09-10 | EVT-038-054-19 | buyer | renewal notice was acknowledged by procurement",
+    "2026-09-15 | EVT-038-054-20 | seller | economic buyer confirmed procurement timing",
+    "2026-09-20 | EVT-038-054-21 | buyer | security review remains seller-owned",
+    "2026-09-25 | EVT-038-054-22 | seller | champion requested a revised mutual action plan",
+    "2026-09-30 | EVT-038-054-23 | buyer | finance validation is complete but legal review is open",
+    "2026-10-05 | EVT-038-054-24 | seller | buyer explicitly paused the evaluation",
+    "2026-10-10 | EVT-038-054-25 | buyer | implementation capacity moved to the following quarter",
+    "2026-10-15 | EVT-038-054-26 | seller | competitive evaluation narrowed to two vendors",
+    "2026-10-20 | EVT-038-054-27 | buyer | renewal notice was acknowledged by procurement",
+    "2026-10-25 | EVT-038-054-28 | seller | economic buyer confirmed procurement timing",
+    "2026-10-30 | EVT-038-054-29 | buyer | security review remains seller-owned",
+    "2026-11-04 | EVT-038-054-30 | seller | champion requested a revised mutual action plan",
+    "2026-11-09 | EVT-038-054-31 | buyer | finance validation is complete but legal review is open",
+    "2026-11-14 | EVT-038-054-32 | seller | buyer explicitly paused the evaluation",
+    "2026-11-19 | EVT-038-054-33 | buyer | implementation capacity moved to the following quarter",
+    "2026-11-24 | EVT-038-054-34 | seller | competitive evaluation narrowed to two vendors"
+  ]
+}]]></section>
+  <section name="decision"><![CDATA[{
+  "eligible_for_requested_workflow": false,
+  "decision_code": "HOLD-038-06",
+  "authorized_system": "none",
+  "authorized_record_id": "none",
+  "authorized_field": "none",
+  "current_value": "unchanged",
+  "required_value": "unchanged",
+  "reason": "SBP-038-06 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+  "owner": "Luis Ortega",
+  "deadline": "2026-09-03"
+}]]></section>
+  <section name="controls"><![CDATA[{
+  "gong_is_read_only": true,
+  "deletes_authorized": false,
+  "neighboring_records_must_remain_unchanged": true,
+  "private_call_content_may_be_copied": false,
+  "duplicate_mutations_allowed": false
+}]]></section>
+</salesbench-record>

task_files/sb100-038-brookfield-consent-survival/07_merge_history/055_sbp-038-07_07_merge_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;sb100-038-brookfield-consent-survival&quot;,
+    &quot;portfolio_key&quot;: &quot;SBP-038-07&quot;,
+    &quot;account_name&quot;: &quot;Granite Systems&quot;,
+    &quot;salesforce_account_id&quot;: &quot;001SB038000006&quot;,
+    &quot;salesforce_opportunity_id&quot;: &quot;006SB038000006&quot;,
+    &quot;hubspot_company_id&quot;: &quot;8003810006&quot;,
+    &quot;hubspot_deal_id&quot;: &quot;8003820006&quot;,
+    &quot;gong_evidence_id&quot;: &quot;GE-038-07&quot;,
+    &quot;period&quot;: &quot;2026-Q3&quot;,
+    &quot;as_of&quot;: &quot;2026-08-26&quot;,
+    &quot;folder&quot;: &quot;07_merge_history&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;Brookfield Data Services&quot;,
+    &quot;portfolio_account&quot;: &quot;Granite Systems&quot;,
+    &quot;industry&quot;: &quot;data services&quot;,
+    &quot;region&quot;: &quot;North America&quot;,
+    &quot;requester&quot;: &quot;Privacy Operations Manager&quot;,
+    &quot;amount_usd&quot;: 4184000,
+    &quot;stage&quot;: &quot;Discovery&quot;,
+    &quot;close_date&quot;: &quot;2026-11-18&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-038-07 supports champion requested a revised mutual action plan 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;2026-06-13 | EVT-038-055-1 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-06-18 | EVT-038-055-2 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-06-23 | EVT-038-055-3 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-06-28 | EVT-038-055-4 | seller | security review remains seller-owned&quot;,
+      &quot;2026-07-03 | EVT-038-055-5 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-07-08 | EVT-038-055-6 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-07-13 | EVT-038-055-7 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-07-18 | EVT-038-055-8 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-07-23 | EVT-038-055-9 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-07-28 | EVT-038-055-10 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-08-02 | EVT-038-055-11 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-08-07 | EVT-038-055-12 | seller | security review remains seller-owned&quot;,
+      &quot;2026-08-12 | EVT-038-055-13 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-08-17 | EVT-038-055-14 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-08-22 | EVT-038-055-15 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-08-27 | EVT-038-055-16 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-09-01 | EVT-038-055-17 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-09-06 | EVT-038-055-18 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-09-11 | EVT-038-055-19 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-09-16 | EVT-038-055-20 | seller | security review remains seller-owned&quot;,
+      &quot;2026-09-21 | EVT-038-055-21 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-09-26 | EVT-038-055-22 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-10-01 | EVT-038-055-23 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-10-06 | EVT-038-055-24 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-10-11 | EVT-038-055-25 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-10-16 | EVT-038-055-26 | seller | renewal notice was acknowledged by procurement&quot;,
+      &quot;2026-10-21 | EVT-038-055-27 | buyer | economic buyer confirmed procurement timing&quot;,
+      &quot;2026-10-26 | EVT-038-055-28 | seller | security review remains seller-owned&quot;,
+      &quot;2026-10-31 | EVT-038-055-29 | buyer | champion requested a revised mutual action plan&quot;,
+      &quot;2026-11-05 | EVT-038-055-30 | seller | finance validation is complete but legal review is open&quot;,
+      &quot;2026-11-10 | EVT-038-055-31 | buyer | buyer explicitly paused the evaluation&quot;,
+      &quot;2026-11-15 | EVT-038-055-32 | seller | implementation capacity moved to the following quarter&quot;,
+      &quot;2026-11-20 | EVT-038-055-33 | buyer | competitive evaluation narrowed to two vendors&quot;,
+      &quot;2026-11-25 | EVT-038-055-34 | seller | renewal notice was acknowledged by procurement&quot;
+    ]
+  },
+  &quot;decision&quot;: {
+    &quot;eligible_for_requested_workflow&quot;: true,
+    &quot;decision_code&quot;: &quot;CHG-038-05&quot;,
+    &quot;authorized_system&quot;: &quot;salesforce&quot;,
+    &quot;authorized_record_id&quot;: &quot;001SB038000006&quot;,
+    &quot;authorized_field&quot;: &quot;HubSpot_Company_ID__c&quot;,
+    &quot;current_value&quot;: &quot;&quot;,
+    &quot;required_value&quot;: &quot;8003810006&quot;,
+    &quot;reason&quot;: &quot;SBP-038-07 qualifies for cross-CRM identity repair 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;2026-08-29&quot;
+  },
+  &quot;controls&quot;: {
+    &quot;gong_is_read_only&quot;: true,
+    &quot;deletes_authorized&quot;: false,
+    &quot;neighboring_records_must_remain_unchanged&quot;: true,
+    &quot;private_call_content_may_be_copied&quot;: false,
+    &quot;duplicate_mutations_allowed&quot;: false
+  }
+}</pre></body></html>

task_files/sb100-038-brookfield-consent-survival/07_merge_history/056_sbp-038-08_07_merge_history.md

@@ -0,0 +1,94 @@
+# Sales evidence record
+
+{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-08",
+    "account_name": "Harbor Partners",
+    "salesforce_account_id": "001SB038000007",
+    "salesforce_opportunity_id": "006SB038000007",
+    "hubspot_company_id": "8003810007",
+    "hubspot_deal_id": "8003820007",
+    "gong_evidence_id": "GE-038-08",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "07_merge_history",
+    "source_version": "v1.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Harbor Partners",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4321113,
+    "stage": "Negotiation",
+    "close_date": "2026-11-25",
+    "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-038-08 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": [
+      "2026-06-14 | EVT-038-056-1 | buyer | renewal notice was acknowledged by procurement",
+      "2026-06-19 | EVT-038-056-2 | seller | economic buyer confirmed procurement timing",
+      "2026-06-24 | EVT-038-056-3 | buyer | security review remains seller-owned",
+      "2026-06-29 | EVT-038-056-4 | seller | champion requested a revised mutual action plan",
+      "2026-07-04 | EVT-038-056-5 | buyer | finance validation is complete but legal review is open",
+      "2026-07-09 | EVT-038-056-6 | seller | buyer explicitly paused the evaluation",
+      "2026-07-14 | EVT-038-056-7 | buyer | implementation capacity moved to the following quarter",
+      "2026-07-19 | EVT-038-056-8 | seller | competitive evaluation narrowed to two vendors",
+      "2026-07-24 | EVT-038-056-9 | buyer | renewal notice was acknowledged by procurement",
+      "2026-07-29 | EVT-038-056-10 | seller | economic buyer confirmed procurement timing",
+      "2026-08-03 | EVT-038-056-11 | buyer | security review remains seller-owned",
+      "2026-08-08 | EVT-038-056-12 | seller | champion requested a revised mutual action plan",
+      "2026-08-13 | EVT-038-056-13 | buyer | finance validation is complete but legal review is open",
+      "2026-08-18 | EVT-038-056-14 | seller | buyer explicitly paused the evaluation",
+      "2026-08-23 | EVT-038-056-15 | buyer | implementation capacity moved to the following quarter",
+      "2026-08-28 | EVT-038-056-16 | seller | competitive evaluation narrowed to two vendors",
+      "2026-09-02 | EVT-038-056-17 | buyer | renewal notice was acknowledged by procurement",
+      "2026-09-07 | EVT-038-056-18 | seller | economic buyer confirmed procurement timing",
+      "2026-09-12 | EVT-038-056-19 | buyer | security review remains seller-owned",
+      "2026-09-17 | EVT-038-056-20 | seller | champion requested a revised mutual action plan",
+      "2026-09-22 | EVT-038-056-21 | buyer | finance validation is complete but legal review is open",
+      "2026-09-27 | EVT-038-056-22 | seller | buyer explicitly paused the evaluation",
+      "2026-10-02 | EVT-038-056-23 | buyer | implementation capacity moved to the following quarter",
+      "2026-10-07 | EVT-038-056-24 | seller | competitive evaluation narrowed to two vendors",
+      "2026-10-12 | EVT-038-056-25 | buyer | renewal notice was acknowledged by procurement",
+      "2026-10-17 | EVT-038-056-26 | seller | economic buyer confirmed procurement timing",
+      "2026-10-22 | EVT-038-056-27 | buyer | security review remains seller-owned",
+      "2026-10-27 | EVT-038-056-28 | seller | champion requested a revised mutual action plan",
+      "2026-11-01 | EVT-038-056-29 | buyer | finance validation is complete but legal review is open",
+      "2026-11-06 | EVT-038-056-30 | seller | buyer explicitly paused the evaluation",
+      "2026-11-11 | EVT-038-056-31 | buyer | implementation capacity moved to the following quarter",
+      "2026-11-16 | EVT-038-056-32 | seller | competitive evaluation narrowed to two vendors",
+      "2026-11-21 | EVT-038-056-33 | buyer | renewal notice was acknowledged by procurement",
+      "2026-11-26 | EVT-038-056-34 | seller | economic buyer confirmed procurement timing"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-038-08",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-038-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Theo Martin",
+    "deadline": "2026-08-30"
+  },
+  "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.