diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/001_sbp-038-01_01_salesforce_accounts.md b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/001_sbp-038-01_01_salesforce_accounts.md new file mode 100644 index 0000000000000000000000000000000000000000..b3803173f820e8da3e3297fe5411acc7685ad7ae --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/001_sbp-038-01_01_salesforce_accounts.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": "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. diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/002_sbp-038-02_01_salesforce_accounts.txt b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/002_sbp-038-02_01_salesforce_accounts.txt new file mode 100644 index 0000000000000000000000000000000000000000..feeb15636f5171a8904875461a22d157fa03c32d --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/002_sbp-038-02_01_salesforce_accounts.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": "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. diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/003_sbp-038-03_01_salesforce_accounts.json b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/003_sbp-038-03_01_salesforce_accounts.json new file mode 100644 index 0000000000000000000000000000000000000000..772b247ffd11591233927a1cc6c8b22f6cfbeb6d --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/003_sbp-038-03_01_salesforce_accounts.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": [ + "2026-06-11 | 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" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/004_sbp-038-04_01_salesforce_accounts.csv b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/004_sbp-038-04_01_salesforce_accounts.csv new file mode 100644 index 0000000000000000000000000000000000000000..de822d983d5a3d2412001d11272dbe6846d37dd7 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/004_sbp-038-04_01_salesforce_accounts.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,"""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 diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/005_sbp-038-05_01_salesforce_accounts.eml b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/005_sbp-038-05_01_salesforce_accounts.eml new file mode 100644 index 0000000000000000000000000000000000000000..3e6572ce2aa3f2e84ca12d9928d20d5a5efa52a4 --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/006_sbp-038-06_01_salesforce_accounts.xml b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/006_sbp-038-06_01_salesforce_accounts.xml new file mode 100644 index 0000000000000000000000000000000000000000..65b48a3a659bc0797b17e72b1deaf29ee6fc566a --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/006_sbp-038-06_01_salesforce_accounts.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/007_sbp-038-07_01_salesforce_accounts.html b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/007_sbp-038-07_01_salesforce_accounts.html new file mode 100644 index 0000000000000000000000000000000000000000..eaf36cc4117de6e46c3b1613ffc39ccec048f204 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/007_sbp-038-07_01_salesforce_accounts.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-07",
+    "account_name": "Granite Systems",
+    "salesforce_account_id": "001SB038000006",
+    "salesforce_opportunity_id": "006SB038000006",
+    "hubspot_company_id": "8003810006",
+    "hubspot_deal_id": "8003820006",
+    "gong_evidence_id": "GE-038-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "01_salesforce_accounts",
+    "source_version": "v4.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Granite Systems",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4184000,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-15 | EVT-038-007-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-20 | EVT-038-007-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-25 | EVT-038-007-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-30 | EVT-038-007-4 | seller | security review remains seller-owned",
+      "2026-07-05 | EVT-038-007-5 | buyer | champion requested a revised mutual action plan",
+      "2026-07-10 | EVT-038-007-6 | seller | finance validation is complete but legal review is open",
+      "2026-07-15 | EVT-038-007-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-20 | EVT-038-007-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-25 | EVT-038-007-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-30 | EVT-038-007-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-04 | EVT-038-007-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-09 | EVT-038-007-12 | seller | security review remains seller-owned",
+      "2026-08-14 | EVT-038-007-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-19 | EVT-038-007-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-24 | EVT-038-007-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-29 | EVT-038-007-16 | seller | implementation capacity moved to the following quarter",
+      "2026-09-03 | EVT-038-007-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-08 | EVT-038-007-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-13 | EVT-038-007-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-18 | EVT-038-007-20 | seller | security review remains seller-owned",
+      "2026-09-23 | EVT-038-007-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-28 | EVT-038-007-22 | seller | finance validation is complete but legal review is open",
+      "2026-10-03 | EVT-038-007-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-08 | EVT-038-007-24 | seller | implementation capacity moved to the following quarter",
+      "2026-10-13 | EVT-038-007-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-18 | EVT-038-007-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-23 | EVT-038-007-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-28 | EVT-038-007-28 | seller | security review remains seller-owned",
+      "2026-11-02 | EVT-038-007-29 | buyer | champion requested a revised mutual action plan",
+      "2026-11-07 | EVT-038-007-30 | seller | finance validation is complete but legal review is open",
+      "2026-11-12 | EVT-038-007-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-17 | EVT-038-007-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-22 | EVT-038-007-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-27 | EVT-038-007-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000006",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810006",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/008_sbp-038-08_01_salesforce_accounts.md b/task_files/sb100-038-brookfield-consent-survival/01_salesforce_accounts/008_sbp-038-08_01_salesforce_accounts.md new file mode 100644 index 0000000000000000000000000000000000000000..3678bad69a591e55eb91f76c29835ae4a2927d26 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/009_sbp-038-09_02_hubspot_companies.md b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/009_sbp-038-09_02_hubspot_companies.md new file mode 100644 index 0000000000000000000000000000000000000000..f9146ec7d0fc20203bd9649e7390cf97a854077b --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/010_sbp-038-10_02_hubspot_companies.txt b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/010_sbp-038-10_02_hubspot_companies.txt new file mode 100644 index 0000000000000000000000000000000000000000..f9e18aa4ecdbf417af94cd45a01f35e00ba3c31e --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/011_sbp-038-11_02_hubspot_companies.json b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/011_sbp-038-11_02_hubspot_companies.json new file mode 100644 index 0000000000000000000000000000000000000000..7b692a929ae093b8bec1a7470748582b0e5f6aa1 --- /dev/null +++ b/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" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/012_sbp-038-12_02_hubspot_companies.csv b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/012_sbp-038-12_02_hubspot_companies.csv new file mode 100644 index 0000000000000000000000000000000000000000..21acbb24fa919beb451f4dfa0c6f31f14482ee5f --- /dev/null +++ b/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 diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/013_sbp-038-13_02_hubspot_companies.eml b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/013_sbp-038-13_02_hubspot_companies.eml new file mode 100644 index 0000000000000000000000000000000000000000..d3f904cd13300ad5d7be48cb9f04a1bbc0c8fe2d --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/014_sbp-038-14_02_hubspot_companies.xml b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/014_sbp-038-14_02_hubspot_companies.xml new file mode 100644 index 0000000000000000000000000000000000000000..6cd57e0ea78e619b7ca904ce5b7bc0a7f086e19b --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/014_sbp-038-14_02_hubspot_companies.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/015_sbp-038-15_02_hubspot_companies.html b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/015_sbp-038-15_02_hubspot_companies.html new file mode 100644 index 0000000000000000000000000000000000000000..17f0e752815390c7fe174f1a27200b25f1a3f872 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/015_sbp-038-15_02_hubspot_companies.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-15",
+    "account_name": "Orchard Services",
+    "salesforce_account_id": "001SB038000014",
+    "salesforce_opportunity_id": "006SB038000014",
+    "hubspot_company_id": "8003810014",
+    "hubspot_deal_id": "8003820014",
+    "gong_evidence_id": "GE-038-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "02_hubspot_companies",
+    "source_version": "v4.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Orchard Services",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 580904,
+    "stage": "Discovery",
+    "close_date": "2026-09-27",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-038-015-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-09 | EVT-038-015-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-14 | EVT-038-015-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-038-015-4 | seller | security review remains seller-owned",
+      "2026-05-24 | EVT-038-015-5 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-038-015-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-038-015-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-038-015-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-038-015-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-038-015-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-038-015-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-038-015-12 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-038-015-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-038-015-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-038-015-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-038-015-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-038-015-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-038-015-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-038-015-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-038-015-20 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-038-015-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-038-015-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-038-015-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-038-015-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-038-015-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-038-015-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-038-015-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-038-015-28 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-038-015-29 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-038-015-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-038-015-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-038-015-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-038-015-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-038-015-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000014",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810014",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/016_sbp-038-16_02_hubspot_companies.md b/task_files/sb100-038-brookfield-consent-survival/02_hubspot_companies/016_sbp-038-16_02_hubspot_companies.md new file mode 100644 index 0000000000000000000000000000000000000000..110fed98341c14e72236a0b501cc3047e8b81e9c --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/017_sbp-038-01_03_contacts.md b/task_files/sb100-038-brookfield-consent-survival/03_contacts/017_sbp-038-01_03_contacts.md new file mode 100644 index 0000000000000000000000000000000000000000..af5aba3d4131ab095751d842da66eef80fb8d4a1 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/018_sbp-038-02_03_contacts.txt b/task_files/sb100-038-brookfield-consent-survival/03_contacts/018_sbp-038-02_03_contacts.txt new file mode 100644 index 0000000000000000000000000000000000000000..73aad035c90453208e0aa042f0b6682b2a993812 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/019_sbp-038-03_03_contacts.json b/task_files/sb100-038-brookfield-consent-survival/03_contacts/019_sbp-038-03_03_contacts.json new file mode 100644 index 0000000000000000000000000000000000000000..1bbda1e007b19e9cc0a7de23ff9edd5efd65d19b --- /dev/null +++ b/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" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/020_sbp-038-04_03_contacts.csv b/task_files/sb100-038-brookfield-consent-survival/03_contacts/020_sbp-038-04_03_contacts.csv new file mode 100644 index 0000000000000000000000000000000000000000..efc35332349ca9d38382bb4bd613e89aa4088d40 --- /dev/null +++ b/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 diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/021_sbp-038-05_03_contacts.eml b/task_files/sb100-038-brookfield-consent-survival/03_contacts/021_sbp-038-05_03_contacts.eml new file mode 100644 index 0000000000000000000000000000000000000000..b5d6936a6bc2d9da91d5c28abae366346b6e20f7 --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/022_sbp-038-06_03_contacts.xml b/task_files/sb100-038-brookfield-consent-survival/03_contacts/022_sbp-038-06_03_contacts.xml new file mode 100644 index 0000000000000000000000000000000000000000..465813ac44a62e37540d85850002756b8313caee --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/03_contacts/022_sbp-038-06_03_contacts.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/023_sbp-038-07_03_contacts.html b/task_files/sb100-038-brookfield-consent-survival/03_contacts/023_sbp-038-07_03_contacts.html new file mode 100644 index 0000000000000000000000000000000000000000..634086fce83caefb3c87297db553b40f990c638a --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/03_contacts/023_sbp-038-07_03_contacts.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-07",
+    "account_name": "Granite Systems",
+    "salesforce_account_id": "001SB038000006",
+    "salesforce_opportunity_id": "006SB038000006",
+    "hubspot_company_id": "8003810006",
+    "hubspot_deal_id": "8003820006",
+    "gong_evidence_id": "GE-038-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "03_contacts",
+    "source_version": "v4.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Granite Systems",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4184000,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-12 | EVT-038-023-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-17 | EVT-038-023-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-22 | EVT-038-023-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-27 | EVT-038-023-4 | seller | security review remains seller-owned",
+      "2026-06-01 | EVT-038-023-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-06 | EVT-038-023-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-11 | EVT-038-023-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-16 | EVT-038-023-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-21 | EVT-038-023-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-26 | EVT-038-023-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-01 | EVT-038-023-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-06 | EVT-038-023-12 | seller | security review remains seller-owned",
+      "2026-07-11 | EVT-038-023-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-16 | EVT-038-023-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-21 | EVT-038-023-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-26 | EVT-038-023-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-31 | EVT-038-023-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-05 | EVT-038-023-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-10 | EVT-038-023-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-15 | EVT-038-023-20 | seller | security review remains seller-owned",
+      "2026-08-20 | EVT-038-023-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-25 | EVT-038-023-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-30 | EVT-038-023-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-04 | EVT-038-023-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-09 | EVT-038-023-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-14 | EVT-038-023-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-19 | EVT-038-023-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-24 | EVT-038-023-28 | seller | security review remains seller-owned",
+      "2026-09-29 | EVT-038-023-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-04 | EVT-038-023-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-09 | EVT-038-023-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-14 | EVT-038-023-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-19 | EVT-038-023-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-24 | EVT-038-023-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000006",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810006",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/03_contacts/024_sbp-038-08_03_contacts.md b/task_files/sb100-038-brookfield-consent-survival/03_contacts/024_sbp-038-08_03_contacts.md new file mode 100644 index 0000000000000000000000000000000000000000..bdc6f95eadee3f07aae5d1b46affb75566e04caf --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/025_sbp-038-09_04_domains.md b/task_files/sb100-038-brookfield-consent-survival/04_domains/025_sbp-038-09_04_domains.md new file mode 100644 index 0000000000000000000000000000000000000000..cb6208ec80ebcc3c38fc99b187c21a45f8c21104 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/026_sbp-038-10_04_domains.txt b/task_files/sb100-038-brookfield-consent-survival/04_domains/026_sbp-038-10_04_domains.txt new file mode 100644 index 0000000000000000000000000000000000000000..62ab3aee11a07f0dee7faaf52e18ff1d180a586d --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/027_sbp-038-11_04_domains.json b/task_files/sb100-038-brookfield-consent-survival/04_domains/027_sbp-038-11_04_domains.json new file mode 100644 index 0000000000000000000000000000000000000000..ed61e472b88c4da5843f77168ed52acd5d7dbab1 --- /dev/null +++ b/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" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/028_sbp-038-12_04_domains.csv b/task_files/sb100-038-brookfield-consent-survival/04_domains/028_sbp-038-12_04_domains.csv new file mode 100644 index 0000000000000000000000000000000000000000..af06ff8aa86622e073bfd4be4a68586aa93cc538 --- /dev/null +++ b/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 diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/029_sbp-038-13_04_domains.eml b/task_files/sb100-038-brookfield-consent-survival/04_domains/029_sbp-038-13_04_domains.eml new file mode 100644 index 0000000000000000000000000000000000000000..be3efcc62a611979bbb61feeb51257730ec8ae06 --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/030_sbp-038-14_04_domains.xml b/task_files/sb100-038-brookfield-consent-survival/04_domains/030_sbp-038-14_04_domains.xml new file mode 100644 index 0000000000000000000000000000000000000000..b6e710c5a6253926fa8393b2708b3e1e7a9d570e --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/04_domains/030_sbp-038-14_04_domains.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/031_sbp-038-15_04_domains.html b/task_files/sb100-038-brookfield-consent-survival/04_domains/031_sbp-038-15_04_domains.html new file mode 100644 index 0000000000000000000000000000000000000000..89443570a6cb4a5b7efb5bd893b4f03ce8c8f8b7 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/04_domains/031_sbp-038-15_04_domains.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-15",
+    "account_name": "Orchard Services",
+    "salesforce_account_id": "001SB038000014",
+    "salesforce_opportunity_id": "006SB038000014",
+    "hubspot_company_id": "8003810014",
+    "hubspot_deal_id": "8003820014",
+    "gong_evidence_id": "GE-038-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "04_domains",
+    "source_version": "v4.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Orchard Services",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 580904,
+    "stage": "Discovery",
+    "close_date": "2026-09-27",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-20 | EVT-038-031-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-25 | EVT-038-031-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-30 | EVT-038-031-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-04 | EVT-038-031-4 | seller | security review remains seller-owned",
+      "2026-06-09 | EVT-038-031-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-14 | EVT-038-031-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-19 | EVT-038-031-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-24 | EVT-038-031-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-29 | EVT-038-031-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-04 | EVT-038-031-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-09 | EVT-038-031-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-14 | EVT-038-031-12 | seller | security review remains seller-owned",
+      "2026-07-19 | EVT-038-031-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-24 | EVT-038-031-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-29 | EVT-038-031-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-03 | EVT-038-031-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-08 | EVT-038-031-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-13 | EVT-038-031-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-18 | EVT-038-031-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-23 | EVT-038-031-20 | seller | security review remains seller-owned",
+      "2026-08-28 | EVT-038-031-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-02 | EVT-038-031-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-07 | EVT-038-031-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-12 | EVT-038-031-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-17 | EVT-038-031-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-22 | EVT-038-031-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-27 | EVT-038-031-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-02 | EVT-038-031-28 | seller | security review remains seller-owned",
+      "2026-10-07 | EVT-038-031-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-12 | EVT-038-031-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-17 | EVT-038-031-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-22 | EVT-038-031-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-27 | EVT-038-031-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-01 | EVT-038-031-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000014",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810014",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/04_domains/032_sbp-038-16_04_domains.md b/task_files/sb100-038-brookfield-consent-survival/04_domains/032_sbp-038-16_04_domains.md new file mode 100644 index 0000000000000000000000000000000000000000..2c880d62084f861f8d6e8bc1d92da53fe338a828 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/05_external_ids/037_sbp-038-05_05_external_ids.eml b/task_files/sb100-038-brookfield-consent-survival/05_external_ids/037_sbp-038-05_05_external_ids.eml new file mode 100644 index 0000000000000000000000000000000000000000..286ba0cab3416ca6dbbba3b53e68bd6628851c9f --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/05_external_ids/040_sbp-038-08_05_external_ids.md b/task_files/sb100-038-brookfield-consent-survival/05_external_ids/040_sbp-038-08_05_external_ids.md new file mode 100644 index 0000000000000000000000000000000000000000..0062c7daeab6d485e76d3d0041aecf8195f2b0ac --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/041_sbp-038-09_06_associations.md b/task_files/sb100-038-brookfield-consent-survival/06_associations/041_sbp-038-09_06_associations.md new file mode 100644 index 0000000000000000000000000000000000000000..2ea4f8a92f762cf7f361b2d337ec249c0780c8b4 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/042_sbp-038-10_06_associations.txt b/task_files/sb100-038-brookfield-consent-survival/06_associations/042_sbp-038-10_06_associations.txt new file mode 100644 index 0000000000000000000000000000000000000000..be2b3ae786ae58447f9ab42f15750c0b221859d6 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/043_sbp-038-11_06_associations.json b/task_files/sb100-038-brookfield-consent-survival/06_associations/043_sbp-038-11_06_associations.json new file mode 100644 index 0000000000000000000000000000000000000000..a838249b09e26031a11eeb3fdb608a6d78f486cd --- /dev/null +++ b/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" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/044_sbp-038-12_06_associations.csv b/task_files/sb100-038-brookfield-consent-survival/06_associations/044_sbp-038-12_06_associations.csv new file mode 100644 index 0000000000000000000000000000000000000000..5d2cf1535bfe07229059f67be5ef2621b898e2e2 --- /dev/null +++ b/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 diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/045_sbp-038-13_06_associations.eml b/task_files/sb100-038-brookfield-consent-survival/06_associations/045_sbp-038-13_06_associations.eml new file mode 100644 index 0000000000000000000000000000000000000000..1f87eabe56abd9df52125782daf48781db2a909a --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/046_sbp-038-14_06_associations.xml b/task_files/sb100-038-brookfield-consent-survival/06_associations/046_sbp-038-14_06_associations.xml new file mode 100644 index 0000000000000000000000000000000000000000..b1ff4c37d6092d0eaf9258481af2d2bf913ea651 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/06_associations/046_sbp-038-14_06_associations.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/047_sbp-038-15_06_associations.html b/task_files/sb100-038-brookfield-consent-survival/06_associations/047_sbp-038-15_06_associations.html new file mode 100644 index 0000000000000000000000000000000000000000..e8a7f70c2c7eb105a3837416629a52d40831cabb --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/06_associations/047_sbp-038-15_06_associations.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-15",
+    "account_name": "Orchard Services",
+    "salesforce_account_id": "001SB038000014",
+    "salesforce_opportunity_id": "006SB038000014",
+    "hubspot_company_id": "8003810014",
+    "hubspot_deal_id": "8003820014",
+    "gong_evidence_id": "GE-038-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "06_associations",
+    "source_version": "v4.2",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Orchard Services",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 580904,
+    "stage": "Discovery",
+    "close_date": "2026-09-27",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-05 | EVT-038-047-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-10 | EVT-038-047-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-15 | EVT-038-047-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-20 | EVT-038-047-4 | seller | security review remains seller-owned",
+      "2026-06-25 | EVT-038-047-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-30 | EVT-038-047-6 | seller | finance validation is complete but legal review is open",
+      "2026-07-05 | EVT-038-047-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-10 | EVT-038-047-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-15 | EVT-038-047-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-20 | EVT-038-047-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-25 | EVT-038-047-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-30 | EVT-038-047-12 | seller | security review remains seller-owned",
+      "2026-08-04 | EVT-038-047-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-09 | EVT-038-047-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-14 | EVT-038-047-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-19 | EVT-038-047-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-24 | EVT-038-047-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-29 | EVT-038-047-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-03 | EVT-038-047-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-08 | EVT-038-047-20 | seller | security review remains seller-owned",
+      "2026-09-13 | EVT-038-047-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-18 | EVT-038-047-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-23 | EVT-038-047-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-28 | EVT-038-047-24 | seller | implementation capacity moved to the following quarter",
+      "2026-10-03 | EVT-038-047-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-08 | EVT-038-047-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-13 | EVT-038-047-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-18 | EVT-038-047-28 | seller | security review remains seller-owned",
+      "2026-10-23 | EVT-038-047-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-28 | EVT-038-047-30 | seller | finance validation is complete but legal review is open",
+      "2026-11-02 | EVT-038-047-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-07 | EVT-038-047-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-12 | EVT-038-047-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-17 | EVT-038-047-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000014",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810014",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/06_associations/048_sbp-038-16_06_associations.md b/task_files/sb100-038-brookfield-consent-survival/06_associations/048_sbp-038-16_06_associations.md new file mode 100644 index 0000000000000000000000000000000000000000..0a8de7eb62344ffbd3a37da4019cd34ed51dd9b6 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/049_sbp-038-01_07_merge_history.md b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/049_sbp-038-01_07_merge_history.md new file mode 100644 index 0000000000000000000000000000000000000000..1744bc46e9d23145889f779401c69b76ea68dc44 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/050_sbp-038-02_07_merge_history.txt b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/050_sbp-038-02_07_merge_history.txt new file mode 100644 index 0000000000000000000000000000000000000000..528097488072f37a2721eb1f257f10bb71e5b35b --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/051_sbp-038-03_07_merge_history.json b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/051_sbp-038-03_07_merge_history.json new file mode 100644 index 0000000000000000000000000000000000000000..f2be35f6475cc6eca93cb1414c1e7455990d36b4 --- /dev/null +++ b/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" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/052_sbp-038-04_07_merge_history.csv b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/052_sbp-038-04_07_merge_history.csv new file mode 100644 index 0000000000000000000000000000000000000000..037bac058929d4423c48a8e7d835431c6af4da90 --- /dev/null +++ b/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 diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/053_sbp-038-05_07_merge_history.eml b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/053_sbp-038-05_07_merge_history.eml new file mode 100644 index 0000000000000000000000000000000000000000..cd47d8465e1538182564db4cbc1cc1bdb19a4fd5 --- /dev/null +++ b/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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/054_sbp-038-06_07_merge_history.xml b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/054_sbp-038-06_07_merge_history.xml new file mode 100644 index 0000000000000000000000000000000000000000..0cc1e6da1d012c83e161000203d096ccde4b372c --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/054_sbp-038-06_07_merge_history.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/055_sbp-038-07_07_merge_history.html b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/055_sbp-038-07_07_merge_history.html new file mode 100644 index 0000000000000000000000000000000000000000..8ce9add3c84f33948575ad209f6ad9a7b58a2d37 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/055_sbp-038-07_07_merge_history.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-07",
+    "account_name": "Granite Systems",
+    "salesforce_account_id": "001SB038000006",
+    "salesforce_opportunity_id": "006SB038000006",
+    "hubspot_company_id": "8003810006",
+    "hubspot_deal_id": "8003820006",
+    "gong_evidence_id": "GE-038-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "07_merge_history",
+    "source_version": "v4.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Granite Systems",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4184000,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-13 | EVT-038-055-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-038-055-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-038-055-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-038-055-4 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-038-055-5 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-038-055-6 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-038-055-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-038-055-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-038-055-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-038-055-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-038-055-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-038-055-12 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-038-055-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-038-055-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-038-055-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-038-055-16 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-038-055-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-038-055-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-038-055-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-038-055-20 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-038-055-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-038-055-22 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-038-055-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-038-055-24 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-038-055-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-038-055-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-21 | EVT-038-055-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-26 | EVT-038-055-28 | seller | security review remains seller-owned",
+      "2026-10-31 | EVT-038-055-29 | buyer | champion requested a revised mutual action plan",
+      "2026-11-05 | EVT-038-055-30 | seller | finance validation is complete but legal review is open",
+      "2026-11-10 | EVT-038-055-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-15 | EVT-038-055-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-20 | EVT-038-055-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-25 | EVT-038-055-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000006",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810006",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/07_merge_history/056_sbp-038-08_07_merge_history.md b/task_files/sb100-038-brookfield-consent-survival/07_merge_history/056_sbp-038-08_07_merge_history.md new file mode 100644 index 0000000000000000000000000000000000000000..6e9ca17e16195bdae707fc0c3ac5d26dc186ace5 --- /dev/null +++ b/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. diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/057_sbp-038-09_08_sync_failures.md b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/057_sbp-038-09_08_sync_failures.md new file mode 100644 index 0000000000000000000000000000000000000000..b1c0d9030cb06f86f872b8b5faac147d98fdc7dc --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/057_sbp-038-09_08_sync_failures.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": "08_sync_failures", + "source_version": "v2.3", + "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": [ + "2026-06-15 | EVT-038-057-1 | buyer | economic buyer confirmed procurement timing", + "2026-06-20 | EVT-038-057-2 | seller | security review remains seller-owned", + "2026-06-25 | EVT-038-057-3 | buyer | champion requested a revised mutual action plan", + "2026-06-30 | EVT-038-057-4 | seller | finance validation is complete but legal review is open", + "2026-07-05 | EVT-038-057-5 | buyer | buyer explicitly paused the evaluation", + "2026-07-10 | EVT-038-057-6 | seller | implementation capacity moved to the following quarter", + "2026-07-15 | EVT-038-057-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-20 | EVT-038-057-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-25 | EVT-038-057-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-30 | EVT-038-057-10 | seller | security review remains seller-owned", + "2026-08-04 | EVT-038-057-11 | buyer | champion requested a revised mutual action plan", + "2026-08-09 | EVT-038-057-12 | seller | finance validation is complete but legal review is open", + "2026-08-14 | EVT-038-057-13 | buyer | buyer explicitly paused the evaluation", + "2026-08-19 | EVT-038-057-14 | seller | implementation capacity moved to the following quarter", + "2026-08-24 | EVT-038-057-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-29 | EVT-038-057-16 | seller | renewal notice was acknowledged by procurement", + "2026-09-03 | EVT-038-057-17 | buyer | economic buyer confirmed procurement timing", + "2026-09-08 | EVT-038-057-18 | seller | security review remains seller-owned", + "2026-09-13 | EVT-038-057-19 | buyer | champion requested a revised mutual action plan", + "2026-09-18 | EVT-038-057-20 | seller | finance validation is complete but legal review is open", + "2026-09-23 | EVT-038-057-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-28 | EVT-038-057-22 | seller | implementation capacity moved to the following quarter", + "2026-10-03 | EVT-038-057-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-08 | EVT-038-057-24 | seller | renewal notice was acknowledged by procurement", + "2026-10-13 | EVT-038-057-25 | buyer | economic buyer confirmed procurement timing", + "2026-10-18 | EVT-038-057-26 | seller | security review remains seller-owned", + "2026-10-23 | EVT-038-057-27 | buyer | champion requested a revised mutual action plan", + "2026-10-28 | EVT-038-057-28 | seller | finance validation is complete but legal review is open", + "2026-11-02 | EVT-038-057-29 | buyer | buyer explicitly paused the evaluation", + "2026-11-07 | EVT-038-057-30 | seller | implementation capacity moved to the following quarter", + "2026-11-12 | EVT-038-057-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-17 | EVT-038-057-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-22 | EVT-038-057-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-27 | EVT-038-057-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/058_sbp-038-10_08_sync_failures.txt b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/058_sbp-038-10_08_sync_failures.txt new file mode 100644 index 0000000000000000000000000000000000000000..a3400bf8e9b6efb0a32bef20f8e5318e361d350c --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/058_sbp-038-10_08_sync_failures.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": "08_sync_failures", + "source_version": "v3.4", + "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": [ + "2026-06-16 | EVT-038-058-1 | buyer | security review remains seller-owned", + "2026-06-21 | EVT-038-058-2 | seller | champion requested a revised mutual action plan", + "2026-06-26 | EVT-038-058-3 | buyer | finance validation is complete but legal review is open", + "2026-07-01 | EVT-038-058-4 | seller | buyer explicitly paused the evaluation", + "2026-07-06 | EVT-038-058-5 | buyer | implementation capacity moved to the following quarter", + "2026-07-11 | EVT-038-058-6 | seller | competitive evaluation narrowed to two vendors", + "2026-07-16 | EVT-038-058-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-21 | EVT-038-058-8 | seller | economic buyer confirmed procurement timing", + "2026-07-26 | EVT-038-058-9 | buyer | security review remains seller-owned", + "2026-07-31 | EVT-038-058-10 | seller | champion requested a revised mutual action plan", + "2026-08-05 | EVT-038-058-11 | buyer | finance validation is complete but legal review is open", + "2026-08-10 | EVT-038-058-12 | seller | buyer explicitly paused the evaluation", + "2026-08-15 | EVT-038-058-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-20 | EVT-038-058-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-25 | EVT-038-058-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-30 | EVT-038-058-16 | seller | economic buyer confirmed procurement timing", + "2026-09-04 | EVT-038-058-17 | buyer | security review remains seller-owned", + "2026-09-09 | EVT-038-058-18 | seller | champion requested a revised mutual action plan", + "2026-09-14 | EVT-038-058-19 | buyer | finance validation is complete but legal review is open", + "2026-09-19 | EVT-038-058-20 | seller | buyer explicitly paused the evaluation", + "2026-09-24 | EVT-038-058-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-29 | EVT-038-058-22 | seller | competitive evaluation narrowed to two vendors", + "2026-10-04 | EVT-038-058-23 | buyer | renewal notice was acknowledged by procurement", + "2026-10-09 | EVT-038-058-24 | seller | economic buyer confirmed procurement timing", + "2026-10-14 | EVT-038-058-25 | buyer | security review remains seller-owned", + "2026-10-19 | EVT-038-058-26 | seller | champion requested a revised mutual action plan", + "2026-10-24 | EVT-038-058-27 | buyer | finance validation is complete but legal review is open", + "2026-10-29 | EVT-038-058-28 | seller | buyer explicitly paused the evaluation", + "2026-11-03 | EVT-038-058-29 | buyer | implementation capacity moved to the following quarter", + "2026-11-08 | EVT-038-058-30 | seller | competitive evaluation narrowed to two vendors", + "2026-11-13 | EVT-038-058-31 | buyer | renewal notice was acknowledged by procurement", + "2026-11-18 | EVT-038-058-32 | seller | economic buyer confirmed procurement timing", + "2026-11-23 | EVT-038-058-33 | buyer | security review remains seller-owned", + "2026-11-28 | EVT-038-058-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/059_sbp-038-11_08_sync_failures.json b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/059_sbp-038-11_08_sync_failures.json new file mode 100644 index 0000000000000000000000000000000000000000..9a4d3024e6ad44fb7e9d8eea943f94004e4b6aa3 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/059_sbp-038-11_08_sync_failures.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": [ + "2026-06-17 | EVT-038-059-1 | buyer | champion requested a revised mutual action plan", + "2026-06-22 | EVT-038-059-2 | seller | finance validation is complete but legal review is open", + "2026-06-27 | EVT-038-059-3 | buyer | buyer explicitly paused the evaluation", + "2026-07-02 | EVT-038-059-4 | seller | implementation capacity moved to the following quarter", + "2026-07-07 | EVT-038-059-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-12 | EVT-038-059-6 | seller | renewal notice was acknowledged by procurement", + "2026-07-17 | EVT-038-059-7 | buyer | economic buyer confirmed procurement timing", + "2026-07-22 | EVT-038-059-8 | seller | security review remains seller-owned", + "2026-07-27 | EVT-038-059-9 | buyer | champion requested a revised mutual action plan", + "2026-08-01 | EVT-038-059-10 | seller | finance validation is complete but legal review is open", + "2026-08-06 | EVT-038-059-11 | buyer | buyer explicitly paused the evaluation", + "2026-08-11 | EVT-038-059-12 | seller | implementation capacity moved to the following quarter", + "2026-08-16 | EVT-038-059-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-21 | EVT-038-059-14 | seller | renewal notice was acknowledged by procurement", + "2026-08-26 | EVT-038-059-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-31 | EVT-038-059-16 | seller | security review remains seller-owned", + "2026-09-05 | EVT-038-059-17 | buyer | champion requested a revised mutual action plan", + "2026-09-10 | EVT-038-059-18 | seller | finance validation is complete but legal review is open", + "2026-09-15 | EVT-038-059-19 | buyer | buyer explicitly paused the evaluation", + "2026-09-20 | EVT-038-059-20 | seller | implementation capacity moved to the following quarter", + "2026-09-25 | EVT-038-059-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-30 | EVT-038-059-22 | seller | renewal notice was acknowledged by procurement", + "2026-10-05 | EVT-038-059-23 | buyer | economic buyer confirmed procurement timing", + "2026-10-10 | EVT-038-059-24 | seller | security review remains seller-owned", + "2026-10-15 | EVT-038-059-25 | buyer | champion requested a revised mutual action plan", + "2026-10-20 | EVT-038-059-26 | seller | finance validation is complete but legal review is open", + "2026-10-25 | EVT-038-059-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-30 | EVT-038-059-28 | seller | implementation capacity moved to the following quarter", + "2026-11-04 | EVT-038-059-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-09 | EVT-038-059-30 | seller | renewal notice was acknowledged by procurement", + "2026-11-14 | EVT-038-059-31 | buyer | economic buyer confirmed procurement timing", + "2026-11-19 | EVT-038-059-32 | seller | security review remains seller-owned", + "2026-11-24 | EVT-038-059-33 | buyer | champion requested a revised mutual action plan", + "2026-11-29 | EVT-038-059-34 | 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": "08_sync_failures", + "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": "v4.5", + "task_id": "sb100-038-brookfield-consent-survival" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/060_sbp-038-12_08_sync_failures.csv b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/060_sbp-038-12_08_sync_failures.csv new file mode 100644 index 0000000000000000000000000000000000000000..5b9e3986d82ed408b277c7be8bb76eb75c4be91d --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/060_sbp-038-12_08_sync_failures.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,"""08_sync_failures""" +record_control,source_version,"""v1.6""" +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,"[""2026-06-18 | EVT-038-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-23 | EVT-038-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-28 | EVT-038-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-07-03 | EVT-038-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-08 | EVT-038-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-13 | EVT-038-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-18 | EVT-038-060-7 | buyer | security review remains seller-owned"", ""2026-07-23 | EVT-038-060-8 | seller | champion requested a revised mutual action plan"", ""2026-07-28 | EVT-038-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-08-02 | EVT-038-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-07 | EVT-038-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-12 | EVT-038-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-17 | EVT-038-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-22 | EVT-038-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-27 | EVT-038-060-15 | buyer | security review remains seller-owned"", ""2026-09-01 | EVT-038-060-16 | seller | champion requested a revised mutual action plan"", ""2026-09-06 | EVT-038-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-11 | EVT-038-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-16 | EVT-038-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-21 | EVT-038-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-26 | EVT-038-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-01 | EVT-038-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-06 | EVT-038-060-23 | buyer | security review remains seller-owned"", ""2026-10-11 | EVT-038-060-24 | seller | champion requested a revised mutual action plan"", ""2026-10-16 | EVT-038-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-21 | EVT-038-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-26 | EVT-038-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-31 | EVT-038-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-11-05 | EVT-038-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-10 | EVT-038-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-15 | EVT-038-060-31 | buyer | security review remains seller-owned"", ""2026-11-20 | EVT-038-060-32 | seller | champion requested a revised mutual action plan"", ""2026-11-25 | EVT-038-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-30 | EVT-038-060-34 | 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 diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/061_sbp-038-13_08_sync_failures.eml b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/061_sbp-038-13_08_sync_failures.eml new file mode 100644 index 0000000000000000000000000000000000000000..5f8be44821055d7fedae3686c0bd724618200420 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/061_sbp-038-13_08_sync_failures.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 / 08_sync_failures +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": "08_sync_failures", + "source_version": "v2.7", + "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": [ + "2026-06-19 | EVT-038-061-1 | buyer | buyer explicitly paused the evaluation", + "2026-06-24 | EVT-038-061-2 | seller | implementation capacity moved to the following quarter", + "2026-06-29 | EVT-038-061-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-04 | EVT-038-061-4 | seller | renewal notice was acknowledged by procurement", + "2026-07-09 | EVT-038-061-5 | buyer | economic buyer confirmed procurement timing", + "2026-07-14 | EVT-038-061-6 | seller | security review remains seller-owned", + "2026-07-19 | EVT-038-061-7 | buyer | champion requested a revised mutual action plan", + "2026-07-24 | EVT-038-061-8 | seller | finance validation is complete but legal review is open", + "2026-07-29 | EVT-038-061-9 | buyer | buyer explicitly paused the evaluation", + "2026-08-03 | EVT-038-061-10 | seller | implementation capacity moved to the following quarter", + "2026-08-08 | EVT-038-061-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-13 | EVT-038-061-12 | seller | renewal notice was acknowledged by procurement", + "2026-08-18 | EVT-038-061-13 | buyer | economic buyer confirmed procurement timing", + "2026-08-23 | EVT-038-061-14 | seller | security review remains seller-owned", + "2026-08-28 | EVT-038-061-15 | buyer | champion requested a revised mutual action plan", + "2026-09-02 | EVT-038-061-16 | seller | finance validation is complete but legal review is open", + "2026-09-07 | EVT-038-061-17 | buyer | buyer explicitly paused the evaluation", + "2026-09-12 | EVT-038-061-18 | seller | implementation capacity moved to the following quarter", + "2026-09-17 | EVT-038-061-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-22 | EVT-038-061-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-27 | EVT-038-061-21 | buyer | economic buyer confirmed procurement timing", + "2026-10-02 | EVT-038-061-22 | seller | security review remains seller-owned", + "2026-10-07 | EVT-038-061-23 | buyer | champion requested a revised mutual action plan", + "2026-10-12 | EVT-038-061-24 | seller | finance validation is complete but legal review is open", + "2026-10-17 | EVT-038-061-25 | buyer | buyer explicitly paused the evaluation", + "2026-10-22 | EVT-038-061-26 | seller | implementation capacity moved to the following quarter", + "2026-10-27 | EVT-038-061-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-01 | EVT-038-061-28 | seller | renewal notice was acknowledged by procurement", + "2026-11-06 | EVT-038-061-29 | buyer | economic buyer confirmed procurement timing", + "2026-11-11 | EVT-038-061-30 | seller | security review remains seller-owned", + "2026-11-16 | EVT-038-061-31 | buyer | champion requested a revised mutual action plan", + "2026-11-21 | EVT-038-061-32 | seller | finance validation is complete but legal review is open", + "2026-11-26 | EVT-038-061-33 | buyer | buyer explicitly paused the evaluation", + "2026-12-01 | EVT-038-061-34 | 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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/062_sbp-038-14_08_sync_failures.xml b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/062_sbp-038-14_08_sync_failures.xml new file mode 100644 index 0000000000000000000000000000000000000000..c66baa4c6b0f59d4971654a2bfbed2f6ff0929e4 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/062_sbp-038-14_08_sync_failures.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/063_sbp-038-15_08_sync_failures.html b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/063_sbp-038-15_08_sync_failures.html new file mode 100644 index 0000000000000000000000000000000000000000..ea889e88e94658e00bb04c3cf56067d0b1458d5a --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/063_sbp-038-15_08_sync_failures.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-15",
+    "account_name": "Orchard Services",
+    "salesforce_account_id": "001SB038000014",
+    "salesforce_opportunity_id": "006SB038000014",
+    "hubspot_company_id": "8003810014",
+    "hubspot_deal_id": "8003820014",
+    "gong_evidence_id": "GE-038-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "08_sync_failures",
+    "source_version": "v4.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Orchard Services",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 580904,
+    "stage": "Discovery",
+    "close_date": "2026-09-27",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-02 | EVT-038-063-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-07 | EVT-038-063-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-12 | EVT-038-063-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-17 | EVT-038-063-4 | seller | security review remains seller-owned",
+      "2026-05-22 | EVT-038-063-5 | buyer | champion requested a revised mutual action plan",
+      "2026-05-27 | EVT-038-063-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-01 | EVT-038-063-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-06 | EVT-038-063-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-11 | EVT-038-063-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-16 | EVT-038-063-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-21 | EVT-038-063-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-26 | EVT-038-063-12 | seller | security review remains seller-owned",
+      "2026-07-01 | EVT-038-063-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-06 | EVT-038-063-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-11 | EVT-038-063-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-16 | EVT-038-063-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-21 | EVT-038-063-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-26 | EVT-038-063-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-31 | EVT-038-063-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-05 | EVT-038-063-20 | seller | security review remains seller-owned",
+      "2026-08-10 | EVT-038-063-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-15 | EVT-038-063-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-20 | EVT-038-063-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-25 | EVT-038-063-24 | seller | implementation capacity moved to the following quarter",
+      "2026-08-30 | EVT-038-063-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-04 | EVT-038-063-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-09 | EVT-038-063-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-14 | EVT-038-063-28 | seller | security review remains seller-owned",
+      "2026-09-19 | EVT-038-063-29 | buyer | champion requested a revised mutual action plan",
+      "2026-09-24 | EVT-038-063-30 | seller | finance validation is complete but legal review is open",
+      "2026-09-29 | EVT-038-063-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-04 | EVT-038-063-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-09 | EVT-038-063-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-14 | EVT-038-063-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000014",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810014",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/064_sbp-038-16_08_sync_failures.md b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/064_sbp-038-16_08_sync_failures.md new file mode 100644 index 0000000000000000000000000000000000000000..1e6c6a17ab48acb8ea43563bb204270487b85c61 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/08_sync_failures/064_sbp-038-16_08_sync_failures.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": "08_sync_failures", + "source_version": "v1.1", + "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": [ + "2026-05-03 | EVT-038-064-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-08 | EVT-038-064-2 | seller | economic buyer confirmed procurement timing", + "2026-05-13 | EVT-038-064-3 | buyer | security review remains seller-owned", + "2026-05-18 | EVT-038-064-4 | seller | champion requested a revised mutual action plan", + "2026-05-23 | EVT-038-064-5 | buyer | finance validation is complete but legal review is open", + "2026-05-28 | EVT-038-064-6 | seller | buyer explicitly paused the evaluation", + "2026-06-02 | EVT-038-064-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-07 | EVT-038-064-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-12 | EVT-038-064-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-17 | EVT-038-064-10 | seller | economic buyer confirmed procurement timing", + "2026-06-22 | EVT-038-064-11 | buyer | security review remains seller-owned", + "2026-06-27 | EVT-038-064-12 | seller | champion requested a revised mutual action plan", + "2026-07-02 | EVT-038-064-13 | buyer | finance validation is complete but legal review is open", + "2026-07-07 | EVT-038-064-14 | seller | buyer explicitly paused the evaluation", + "2026-07-12 | EVT-038-064-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-17 | EVT-038-064-16 | seller | competitive evaluation narrowed to two vendors", + "2026-07-22 | EVT-038-064-17 | buyer | renewal notice was acknowledged by procurement", + "2026-07-27 | EVT-038-064-18 | seller | economic buyer confirmed procurement timing", + "2026-08-01 | EVT-038-064-19 | buyer | security review remains seller-owned", + "2026-08-06 | EVT-038-064-20 | seller | champion requested a revised mutual action plan", + "2026-08-11 | EVT-038-064-21 | buyer | finance validation is complete but legal review is open", + "2026-08-16 | EVT-038-064-22 | seller | buyer explicitly paused the evaluation", + "2026-08-21 | EVT-038-064-23 | buyer | implementation capacity moved to the following quarter", + "2026-08-26 | EVT-038-064-24 | seller | competitive evaluation narrowed to two vendors", + "2026-08-31 | EVT-038-064-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-05 | EVT-038-064-26 | seller | economic buyer confirmed procurement timing", + "2026-09-10 | EVT-038-064-27 | buyer | security review remains seller-owned", + "2026-09-15 | EVT-038-064-28 | seller | champion requested a revised mutual action plan", + "2026-09-20 | EVT-038-064-29 | buyer | finance validation is complete but legal review is open", + "2026-09-25 | EVT-038-064-30 | seller | buyer explicitly paused the evaluation", + "2026-09-30 | EVT-038-064-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-05 | EVT-038-064-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-10 | EVT-038-064-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-15 | EVT-038-064-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/065_sbp-038-01_09_source_rules.md b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/065_sbp-038-01_09_source_rules.md new file mode 100644 index 0000000000000000000000000000000000000000..0058a37dac1c8e57fa4489aeba14a72affeee710 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/065_sbp-038-01_09_source_rules.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": "09_source_rules", + "source_version": "v2.2", + "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": [ + "2026-05-04 | EVT-038-065-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-09 | EVT-038-065-2 | seller | security review remains seller-owned", + "2026-05-14 | EVT-038-065-3 | buyer | champion requested a revised mutual action plan", + "2026-05-19 | EVT-038-065-4 | seller | finance validation is complete but legal review is open", + "2026-05-24 | EVT-038-065-5 | buyer | buyer explicitly paused the evaluation", + "2026-05-29 | EVT-038-065-6 | seller | implementation capacity moved to the following quarter", + "2026-06-03 | EVT-038-065-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-08 | EVT-038-065-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-13 | EVT-038-065-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-18 | EVT-038-065-10 | seller | security review remains seller-owned", + "2026-06-23 | EVT-038-065-11 | buyer | champion requested a revised mutual action plan", + "2026-06-28 | EVT-038-065-12 | seller | finance validation is complete but legal review is open", + "2026-07-03 | EVT-038-065-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-08 | EVT-038-065-14 | seller | implementation capacity moved to the following quarter", + "2026-07-13 | EVT-038-065-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-18 | EVT-038-065-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-23 | EVT-038-065-17 | buyer | economic buyer confirmed procurement timing", + "2026-07-28 | EVT-038-065-18 | seller | security review remains seller-owned", + "2026-08-02 | EVT-038-065-19 | buyer | champion requested a revised mutual action plan", + "2026-08-07 | EVT-038-065-20 | seller | finance validation is complete but legal review is open", + "2026-08-12 | EVT-038-065-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-17 | EVT-038-065-22 | seller | implementation capacity moved to the following quarter", + "2026-08-22 | EVT-038-065-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-27 | EVT-038-065-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-01 | EVT-038-065-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-06 | EVT-038-065-26 | seller | security review remains seller-owned", + "2026-09-11 | EVT-038-065-27 | buyer | champion requested a revised mutual action plan", + "2026-09-16 | EVT-038-065-28 | seller | finance validation is complete but legal review is open", + "2026-09-21 | EVT-038-065-29 | buyer | buyer explicitly paused the evaluation", + "2026-09-26 | EVT-038-065-30 | seller | implementation capacity moved to the following quarter", + "2026-10-01 | EVT-038-065-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-06 | EVT-038-065-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-11 | EVT-038-065-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-16 | EVT-038-065-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/066_sbp-038-02_09_source_rules.txt b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/066_sbp-038-02_09_source_rules.txt new file mode 100644 index 0000000000000000000000000000000000000000..b3ff82b1acb5f9a77869641158f97b7cb7976a86 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/066_sbp-038-02_09_source_rules.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": "09_source_rules", + "source_version": "v3.3", + "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": [ + "2026-05-05 | EVT-038-066-1 | buyer | security review remains seller-owned", + "2026-05-10 | EVT-038-066-2 | seller | champion requested a revised mutual action plan", + "2026-05-15 | EVT-038-066-3 | buyer | finance validation is complete but legal review is open", + "2026-05-20 | EVT-038-066-4 | seller | buyer explicitly paused the evaluation", + "2026-05-25 | EVT-038-066-5 | buyer | implementation capacity moved to the following quarter", + "2026-05-30 | EVT-038-066-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-04 | EVT-038-066-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-09 | EVT-038-066-8 | seller | economic buyer confirmed procurement timing", + "2026-06-14 | EVT-038-066-9 | buyer | security review remains seller-owned", + "2026-06-19 | EVT-038-066-10 | seller | champion requested a revised mutual action plan", + "2026-06-24 | EVT-038-066-11 | buyer | finance validation is complete but legal review is open", + "2026-06-29 | EVT-038-066-12 | seller | buyer explicitly paused the evaluation", + "2026-07-04 | EVT-038-066-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-09 | EVT-038-066-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-14 | EVT-038-066-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-19 | EVT-038-066-16 | seller | economic buyer confirmed procurement timing", + "2026-07-24 | EVT-038-066-17 | buyer | security review remains seller-owned", + "2026-07-29 | EVT-038-066-18 | seller | champion requested a revised mutual action plan", + "2026-08-03 | EVT-038-066-19 | buyer | finance validation is complete but legal review is open", + "2026-08-08 | EVT-038-066-20 | seller | buyer explicitly paused the evaluation", + "2026-08-13 | EVT-038-066-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-18 | EVT-038-066-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-23 | EVT-038-066-23 | buyer | renewal notice was acknowledged by procurement", + "2026-08-28 | EVT-038-066-24 | seller | economic buyer confirmed procurement timing", + "2026-09-02 | EVT-038-066-25 | buyer | security review remains seller-owned", + "2026-09-07 | EVT-038-066-26 | seller | champion requested a revised mutual action plan", + "2026-09-12 | EVT-038-066-27 | buyer | finance validation is complete but legal review is open", + "2026-09-17 | EVT-038-066-28 | seller | buyer explicitly paused the evaluation", + "2026-09-22 | EVT-038-066-29 | buyer | implementation capacity moved to the following quarter", + "2026-09-27 | EVT-038-066-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-02 | EVT-038-066-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-07 | EVT-038-066-32 | seller | economic buyer confirmed procurement timing", + "2026-10-12 | EVT-038-066-33 | buyer | security review remains seller-owned", + "2026-10-17 | EVT-038-066-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/067_sbp-038-03_09_source_rules.json b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/067_sbp-038-03_09_source_rules.json new file mode 100644 index 0000000000000000000000000000000000000000..38a0354188448c59a6a213472e6194f3f221bdfb --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/067_sbp-038-03_09_source_rules.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": [ + "2026-05-06 | EVT-038-067-1 | buyer | champion requested a revised mutual action plan", + "2026-05-11 | EVT-038-067-2 | seller | finance validation is complete but legal review is open", + "2026-05-16 | EVT-038-067-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-21 | EVT-038-067-4 | seller | implementation capacity moved to the following quarter", + "2026-05-26 | EVT-038-067-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-31 | EVT-038-067-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-05 | EVT-038-067-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-10 | EVT-038-067-8 | seller | security review remains seller-owned", + "2026-06-15 | EVT-038-067-9 | buyer | champion requested a revised mutual action plan", + "2026-06-20 | EVT-038-067-10 | seller | finance validation is complete but legal review is open", + "2026-06-25 | EVT-038-067-11 | buyer | buyer explicitly paused the evaluation", + "2026-06-30 | EVT-038-067-12 | seller | implementation capacity moved to the following quarter", + "2026-07-05 | EVT-038-067-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-10 | EVT-038-067-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-15 | EVT-038-067-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-20 | EVT-038-067-16 | seller | security review remains seller-owned", + "2026-07-25 | EVT-038-067-17 | buyer | champion requested a revised mutual action plan", + "2026-07-30 | EVT-038-067-18 | seller | finance validation is complete but legal review is open", + "2026-08-04 | EVT-038-067-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-09 | EVT-038-067-20 | seller | implementation capacity moved to the following quarter", + "2026-08-14 | EVT-038-067-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-19 | EVT-038-067-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-24 | EVT-038-067-23 | buyer | economic buyer confirmed procurement timing", + "2026-08-29 | EVT-038-067-24 | seller | security review remains seller-owned", + "2026-09-03 | EVT-038-067-25 | buyer | champion requested a revised mutual action plan", + "2026-09-08 | EVT-038-067-26 | seller | finance validation is complete but legal review is open", + "2026-09-13 | EVT-038-067-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-18 | EVT-038-067-28 | seller | implementation capacity moved to the following quarter", + "2026-09-23 | EVT-038-067-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-28 | EVT-038-067-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-03 | EVT-038-067-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-08 | EVT-038-067-32 | seller | security review remains seller-owned", + "2026-10-13 | EVT-038-067-33 | buyer | champion requested a revised mutual action plan", + "2026-10-18 | EVT-038-067-34 | 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": "09_source_rules", + "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": "v4.4", + "task_id": "sb100-038-brookfield-consent-survival" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/068_sbp-038-04_09_source_rules.csv b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/068_sbp-038-04_09_source_rules.csv new file mode 100644 index 0000000000000000000000000000000000000000..38dd5033e4f14629d8da66f9778b195b91a3ad15 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/068_sbp-038-04_09_source_rules.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,"""09_source_rules""" +record_control,source_version,"""v1.5""" +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,"[""2026-05-07 | EVT-038-068-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-12 | EVT-038-068-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-17 | EVT-038-068-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-22 | EVT-038-068-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-27 | EVT-038-068-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-01 | EVT-038-068-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-06 | EVT-038-068-7 | buyer | security review remains seller-owned"", ""2026-06-11 | EVT-038-068-8 | seller | champion requested a revised mutual action plan"", ""2026-06-16 | EVT-038-068-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-21 | EVT-038-068-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-26 | EVT-038-068-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-01 | EVT-038-068-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-06 | EVT-038-068-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-11 | EVT-038-068-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-16 | EVT-038-068-15 | buyer | security review remains seller-owned"", ""2026-07-21 | EVT-038-068-16 | seller | champion requested a revised mutual action plan"", ""2026-07-26 | EVT-038-068-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-31 | EVT-038-068-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-05 | EVT-038-068-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-10 | EVT-038-068-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-15 | EVT-038-068-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-20 | EVT-038-068-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-25 | EVT-038-068-23 | buyer | security review remains seller-owned"", ""2026-08-30 | EVT-038-068-24 | seller | champion requested a revised mutual action plan"", ""2026-09-04 | EVT-038-068-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-09 | EVT-038-068-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-14 | EVT-038-068-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-19 | EVT-038-068-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-24 | EVT-038-068-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-29 | EVT-038-068-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-04 | EVT-038-068-31 | buyer | security review remains seller-owned"", ""2026-10-09 | EVT-038-068-32 | seller | champion requested a revised mutual action plan"", ""2026-10-14 | EVT-038-068-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-19 | EVT-038-068-34 | 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 diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/069_sbp-038-05_09_source_rules.eml b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/069_sbp-038-05_09_source_rules.eml new file mode 100644 index 0000000000000000000000000000000000000000..7b62d9ab8d12b1c50e525a051e83c37e82c85a8a --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/069_sbp-038-05_09_source_rules.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 / 09_source_rules +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": "09_source_rules", + "source_version": "v2.6", + "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": [ + "2026-05-08 | EVT-038-069-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-13 | EVT-038-069-2 | seller | implementation capacity moved to the following quarter", + "2026-05-18 | EVT-038-069-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-23 | EVT-038-069-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-28 | EVT-038-069-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-02 | EVT-038-069-6 | seller | security review remains seller-owned", + "2026-06-07 | EVT-038-069-7 | buyer | champion requested a revised mutual action plan", + "2026-06-12 | EVT-038-069-8 | seller | finance validation is complete but legal review is open", + "2026-06-17 | EVT-038-069-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-22 | EVT-038-069-10 | seller | implementation capacity moved to the following quarter", + "2026-06-27 | EVT-038-069-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-02 | EVT-038-069-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-07 | EVT-038-069-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-12 | EVT-038-069-14 | seller | security review remains seller-owned", + "2026-07-17 | EVT-038-069-15 | buyer | champion requested a revised mutual action plan", + "2026-07-22 | EVT-038-069-16 | seller | finance validation is complete but legal review is open", + "2026-07-27 | EVT-038-069-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-01 | EVT-038-069-18 | seller | implementation capacity moved to the following quarter", + "2026-08-06 | EVT-038-069-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-11 | EVT-038-069-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-16 | EVT-038-069-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-21 | EVT-038-069-22 | seller | security review remains seller-owned", + "2026-08-26 | EVT-038-069-23 | buyer | champion requested a revised mutual action plan", + "2026-08-31 | EVT-038-069-24 | seller | finance validation is complete but legal review is open", + "2026-09-05 | EVT-038-069-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-10 | EVT-038-069-26 | seller | implementation capacity moved to the following quarter", + "2026-09-15 | EVT-038-069-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-20 | EVT-038-069-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-25 | EVT-038-069-29 | buyer | economic buyer confirmed procurement timing", + "2026-09-30 | EVT-038-069-30 | seller | security review remains seller-owned", + "2026-10-05 | EVT-038-069-31 | buyer | champion requested a revised mutual action plan", + "2026-10-10 | EVT-038-069-32 | seller | finance validation is complete but legal review is open", + "2026-10-15 | EVT-038-069-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-20 | EVT-038-069-34 | 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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/070_sbp-038-06_09_source_rules.xml b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/070_sbp-038-06_09_source_rules.xml new file mode 100644 index 0000000000000000000000000000000000000000..531f5b2878382fdf2b7b6ab828d21e308fee66d5 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/070_sbp-038-06_09_source_rules.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/071_sbp-038-07_09_source_rules.html b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/071_sbp-038-07_09_source_rules.html new file mode 100644 index 0000000000000000000000000000000000000000..7166486d1734e0f704b1bef8f31dfb1f309676c9 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/071_sbp-038-07_09_source_rules.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-07",
+    "account_name": "Granite Systems",
+    "salesforce_account_id": "001SB038000006",
+    "salesforce_opportunity_id": "006SB038000006",
+    "hubspot_company_id": "8003810006",
+    "hubspot_deal_id": "8003820006",
+    "gong_evidence_id": "GE-038-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "09_source_rules",
+    "source_version": "v4.8",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Granite Systems",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4184000,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-10 | EVT-038-071-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-15 | EVT-038-071-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-20 | EVT-038-071-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-25 | EVT-038-071-4 | seller | security review remains seller-owned",
+      "2026-05-30 | EVT-038-071-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-04 | EVT-038-071-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-09 | EVT-038-071-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-14 | EVT-038-071-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-19 | EVT-038-071-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-24 | EVT-038-071-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-29 | EVT-038-071-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-04 | EVT-038-071-12 | seller | security review remains seller-owned",
+      "2026-07-09 | EVT-038-071-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-14 | EVT-038-071-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-19 | EVT-038-071-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-24 | EVT-038-071-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-29 | EVT-038-071-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-03 | EVT-038-071-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-08 | EVT-038-071-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-13 | EVT-038-071-20 | seller | security review remains seller-owned",
+      "2026-08-18 | EVT-038-071-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-23 | EVT-038-071-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-28 | EVT-038-071-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-02 | EVT-038-071-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-07 | EVT-038-071-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-12 | EVT-038-071-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-17 | EVT-038-071-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-22 | EVT-038-071-28 | seller | security review remains seller-owned",
+      "2026-09-27 | EVT-038-071-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-02 | EVT-038-071-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-07 | EVT-038-071-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-12 | EVT-038-071-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-17 | EVT-038-071-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-22 | EVT-038-071-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000006",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810006",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/09_source_rules/072_sbp-038-08_09_source_rules.md b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/072_sbp-038-08_09_source_rules.md new file mode 100644 index 0000000000000000000000000000000000000000..dec9f29dc31c18e4e516bd8cb917527abbbcab25 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/09_source_rules/072_sbp-038-08_09_source_rules.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": "09_source_rules", + "source_version": "v1.0", + "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": [ + "2026-05-11 | EVT-038-072-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-16 | EVT-038-072-2 | seller | economic buyer confirmed procurement timing", + "2026-05-21 | EVT-038-072-3 | buyer | security review remains seller-owned", + "2026-05-26 | EVT-038-072-4 | seller | champion requested a revised mutual action plan", + "2026-05-31 | EVT-038-072-5 | buyer | finance validation is complete but legal review is open", + "2026-06-05 | EVT-038-072-6 | seller | buyer explicitly paused the evaluation", + "2026-06-10 | EVT-038-072-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-15 | EVT-038-072-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-20 | EVT-038-072-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-25 | EVT-038-072-10 | seller | economic buyer confirmed procurement timing", + "2026-06-30 | EVT-038-072-11 | buyer | security review remains seller-owned", + "2026-07-05 | EVT-038-072-12 | seller | champion requested a revised mutual action plan", + "2026-07-10 | EVT-038-072-13 | buyer | finance validation is complete but legal review is open", + "2026-07-15 | EVT-038-072-14 | seller | buyer explicitly paused the evaluation", + "2026-07-20 | EVT-038-072-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-25 | EVT-038-072-16 | seller | competitive evaluation narrowed to two vendors", + "2026-07-30 | EVT-038-072-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-04 | EVT-038-072-18 | seller | economic buyer confirmed procurement timing", + "2026-08-09 | EVT-038-072-19 | buyer | security review remains seller-owned", + "2026-08-14 | EVT-038-072-20 | seller | champion requested a revised mutual action plan", + "2026-08-19 | EVT-038-072-21 | buyer | finance validation is complete but legal review is open", + "2026-08-24 | EVT-038-072-22 | seller | buyer explicitly paused the evaluation", + "2026-08-29 | EVT-038-072-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-03 | EVT-038-072-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-08 | EVT-038-072-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-13 | EVT-038-072-26 | seller | economic buyer confirmed procurement timing", + "2026-09-18 | EVT-038-072-27 | buyer | security review remains seller-owned", + "2026-09-23 | EVT-038-072-28 | seller | champion requested a revised mutual action plan", + "2026-09-28 | EVT-038-072-29 | buyer | finance validation is complete but legal review is open", + "2026-10-03 | EVT-038-072-30 | seller | buyer explicitly paused the evaluation", + "2026-10-08 | EVT-038-072-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-13 | EVT-038-072-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-18 | EVT-038-072-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-23 | EVT-038-072-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/073_sbp-038-09_10_consent.md b/task_files/sb100-038-brookfield-consent-survival/10_consent/073_sbp-038-09_10_consent.md new file mode 100644 index 0000000000000000000000000000000000000000..146762dbb9eca25f855892d2a48ed0271735a48b --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/073_sbp-038-09_10_consent.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": "10_consent", + "source_version": "v2.1", + "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": [ + "2026-05-12 | EVT-038-073-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-17 | EVT-038-073-2 | seller | security review remains seller-owned", + "2026-05-22 | EVT-038-073-3 | buyer | champion requested a revised mutual action plan", + "2026-05-27 | EVT-038-073-4 | seller | finance validation is complete but legal review is open", + "2026-06-01 | EVT-038-073-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-06 | EVT-038-073-6 | seller | implementation capacity moved to the following quarter", + "2026-06-11 | EVT-038-073-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-16 | EVT-038-073-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-21 | EVT-038-073-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-26 | EVT-038-073-10 | seller | security review remains seller-owned", + "2026-07-01 | EVT-038-073-11 | buyer | champion requested a revised mutual action plan", + "2026-07-06 | EVT-038-073-12 | seller | finance validation is complete but legal review is open", + "2026-07-11 | EVT-038-073-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-16 | EVT-038-073-14 | seller | implementation capacity moved to the following quarter", + "2026-07-21 | EVT-038-073-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-26 | EVT-038-073-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-31 | EVT-038-073-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-05 | EVT-038-073-18 | seller | security review remains seller-owned", + "2026-08-10 | EVT-038-073-19 | buyer | champion requested a revised mutual action plan", + "2026-08-15 | EVT-038-073-20 | seller | finance validation is complete but legal review is open", + "2026-08-20 | EVT-038-073-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-25 | EVT-038-073-22 | seller | implementation capacity moved to the following quarter", + "2026-08-30 | EVT-038-073-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-04 | EVT-038-073-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-09 | EVT-038-073-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-14 | EVT-038-073-26 | seller | security review remains seller-owned", + "2026-09-19 | EVT-038-073-27 | buyer | champion requested a revised mutual action plan", + "2026-09-24 | EVT-038-073-28 | seller | finance validation is complete but legal review is open", + "2026-09-29 | EVT-038-073-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-04 | EVT-038-073-30 | seller | implementation capacity moved to the following quarter", + "2026-10-09 | EVT-038-073-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-14 | EVT-038-073-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-19 | EVT-038-073-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-24 | EVT-038-073-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/074_sbp-038-10_10_consent.txt b/task_files/sb100-038-brookfield-consent-survival/10_consent/074_sbp-038-10_10_consent.txt new file mode 100644 index 0000000000000000000000000000000000000000..749ba8006f14fd49675bff6d7e6e69c523240b86 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/074_sbp-038-10_10_consent.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": "10_consent", + "source_version": "v3.2", + "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": [ + "2026-05-13 | EVT-038-074-1 | buyer | security review remains seller-owned", + "2026-05-18 | EVT-038-074-2 | seller | champion requested a revised mutual action plan", + "2026-05-23 | EVT-038-074-3 | buyer | finance validation is complete but legal review is open", + "2026-05-28 | EVT-038-074-4 | seller | buyer explicitly paused the evaluation", + "2026-06-02 | EVT-038-074-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-07 | EVT-038-074-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-12 | EVT-038-074-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-17 | EVT-038-074-8 | seller | economic buyer confirmed procurement timing", + "2026-06-22 | EVT-038-074-9 | buyer | security review remains seller-owned", + "2026-06-27 | EVT-038-074-10 | seller | champion requested a revised mutual action plan", + "2026-07-02 | EVT-038-074-11 | buyer | finance validation is complete but legal review is open", + "2026-07-07 | EVT-038-074-12 | seller | buyer explicitly paused the evaluation", + "2026-07-12 | EVT-038-074-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-17 | EVT-038-074-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-22 | EVT-038-074-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-27 | EVT-038-074-16 | seller | economic buyer confirmed procurement timing", + "2026-08-01 | EVT-038-074-17 | buyer | security review remains seller-owned", + "2026-08-06 | EVT-038-074-18 | seller | champion requested a revised mutual action plan", + "2026-08-11 | EVT-038-074-19 | buyer | finance validation is complete but legal review is open", + "2026-08-16 | EVT-038-074-20 | seller | buyer explicitly paused the evaluation", + "2026-08-21 | EVT-038-074-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-26 | EVT-038-074-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-31 | EVT-038-074-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-05 | EVT-038-074-24 | seller | economic buyer confirmed procurement timing", + "2026-09-10 | EVT-038-074-25 | buyer | security review remains seller-owned", + "2026-09-15 | EVT-038-074-26 | seller | champion requested a revised mutual action plan", + "2026-09-20 | EVT-038-074-27 | buyer | finance validation is complete but legal review is open", + "2026-09-25 | EVT-038-074-28 | seller | buyer explicitly paused the evaluation", + "2026-09-30 | EVT-038-074-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-05 | EVT-038-074-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-10 | EVT-038-074-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-15 | EVT-038-074-32 | seller | economic buyer confirmed procurement timing", + "2026-10-20 | EVT-038-074-33 | buyer | security review remains seller-owned", + "2026-10-25 | EVT-038-074-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/075_sbp-038-11_10_consent.json b/task_files/sb100-038-brookfield-consent-survival/10_consent/075_sbp-038-11_10_consent.json new file mode 100644 index 0000000000000000000000000000000000000000..30be015991e3a8859080a0adc6a18b86ec50a34d --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/075_sbp-038-11_10_consent.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": [ + "2026-05-14 | EVT-038-075-1 | buyer | champion requested a revised mutual action plan", + "2026-05-19 | EVT-038-075-2 | seller | finance validation is complete but legal review is open", + "2026-05-24 | EVT-038-075-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-29 | EVT-038-075-4 | seller | implementation capacity moved to the following quarter", + "2026-06-03 | EVT-038-075-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-08 | EVT-038-075-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-13 | EVT-038-075-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-18 | EVT-038-075-8 | seller | security review remains seller-owned", + "2026-06-23 | EVT-038-075-9 | buyer | champion requested a revised mutual action plan", + "2026-06-28 | EVT-038-075-10 | seller | finance validation is complete but legal review is open", + "2026-07-03 | EVT-038-075-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-08 | EVT-038-075-12 | seller | implementation capacity moved to the following quarter", + "2026-07-13 | EVT-038-075-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-18 | EVT-038-075-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-23 | EVT-038-075-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-28 | EVT-038-075-16 | seller | security review remains seller-owned", + "2026-08-02 | EVT-038-075-17 | buyer | champion requested a revised mutual action plan", + "2026-08-07 | EVT-038-075-18 | seller | finance validation is complete but legal review is open", + "2026-08-12 | EVT-038-075-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-17 | EVT-038-075-20 | seller | implementation capacity moved to the following quarter", + "2026-08-22 | EVT-038-075-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-27 | EVT-038-075-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-01 | EVT-038-075-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-06 | EVT-038-075-24 | seller | security review remains seller-owned", + "2026-09-11 | EVT-038-075-25 | buyer | champion requested a revised mutual action plan", + "2026-09-16 | EVT-038-075-26 | seller | finance validation is complete but legal review is open", + "2026-09-21 | EVT-038-075-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-26 | EVT-038-075-28 | seller | implementation capacity moved to the following quarter", + "2026-10-01 | EVT-038-075-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-06 | EVT-038-075-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-11 | EVT-038-075-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-16 | EVT-038-075-32 | seller | security review remains seller-owned", + "2026-10-21 | EVT-038-075-33 | buyer | champion requested a revised mutual action plan", + "2026-10-26 | EVT-038-075-34 | 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": "10_consent", + "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": "v4.3", + "task_id": "sb100-038-brookfield-consent-survival" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/076_sbp-038-12_10_consent.csv b/task_files/sb100-038-brookfield-consent-survival/10_consent/076_sbp-038-12_10_consent.csv new file mode 100644 index 0000000000000000000000000000000000000000..805aa7ae145976d62e811e5edb6b0683747bc23e --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/076_sbp-038-12_10_consent.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,"""10_consent""" +record_control,source_version,"""v1.4""" +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,"[""2026-05-15 | EVT-038-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-20 | EVT-038-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-25 | EVT-038-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-30 | EVT-038-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-04 | EVT-038-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-09 | EVT-038-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-14 | EVT-038-076-7 | buyer | security review remains seller-owned"", ""2026-06-19 | EVT-038-076-8 | seller | champion requested a revised mutual action plan"", ""2026-06-24 | EVT-038-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-29 | EVT-038-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-04 | EVT-038-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-09 | EVT-038-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-14 | EVT-038-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-19 | EVT-038-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-24 | EVT-038-076-15 | buyer | security review remains seller-owned"", ""2026-07-29 | EVT-038-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-03 | EVT-038-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-08 | EVT-038-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-13 | EVT-038-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-18 | EVT-038-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-23 | EVT-038-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-28 | EVT-038-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-02 | EVT-038-076-23 | buyer | security review remains seller-owned"", ""2026-09-07 | EVT-038-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-12 | EVT-038-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-17 | EVT-038-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-22 | EVT-038-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-27 | EVT-038-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-02 | EVT-038-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-07 | EVT-038-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-12 | EVT-038-076-31 | buyer | security review remains seller-owned"", ""2026-10-17 | EVT-038-076-32 | seller | champion requested a revised mutual action plan"", ""2026-10-22 | EVT-038-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-27 | EVT-038-076-34 | 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 diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/077_sbp-038-13_10_consent.eml b/task_files/sb100-038-brookfield-consent-survival/10_consent/077_sbp-038-13_10_consent.eml new file mode 100644 index 0000000000000000000000000000000000000000..4245fe88b61b28ca2434320df66f4c637a9e0047 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/077_sbp-038-13_10_consent.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 / 10_consent +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": "10_consent", + "source_version": "v2.5", + "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": [ + "2026-05-16 | EVT-038-077-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-21 | EVT-038-077-2 | seller | implementation capacity moved to the following quarter", + "2026-05-26 | EVT-038-077-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-31 | EVT-038-077-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-05 | EVT-038-077-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-10 | EVT-038-077-6 | seller | security review remains seller-owned", + "2026-06-15 | EVT-038-077-7 | buyer | champion requested a revised mutual action plan", + "2026-06-20 | EVT-038-077-8 | seller | finance validation is complete but legal review is open", + "2026-06-25 | EVT-038-077-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-30 | EVT-038-077-10 | seller | implementation capacity moved to the following quarter", + "2026-07-05 | EVT-038-077-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-10 | EVT-038-077-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-15 | EVT-038-077-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-20 | EVT-038-077-14 | seller | security review remains seller-owned", + "2026-07-25 | EVT-038-077-15 | buyer | champion requested a revised mutual action plan", + "2026-07-30 | EVT-038-077-16 | seller | finance validation is complete but legal review is open", + "2026-08-04 | EVT-038-077-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-09 | EVT-038-077-18 | seller | implementation capacity moved to the following quarter", + "2026-08-14 | EVT-038-077-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-19 | EVT-038-077-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-24 | EVT-038-077-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-29 | EVT-038-077-22 | seller | security review remains seller-owned", + "2026-09-03 | EVT-038-077-23 | buyer | champion requested a revised mutual action plan", + "2026-09-08 | EVT-038-077-24 | seller | finance validation is complete but legal review is open", + "2026-09-13 | EVT-038-077-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-18 | EVT-038-077-26 | seller | implementation capacity moved to the following quarter", + "2026-09-23 | EVT-038-077-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-28 | EVT-038-077-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-03 | EVT-038-077-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-08 | EVT-038-077-30 | seller | security review remains seller-owned", + "2026-10-13 | EVT-038-077-31 | buyer | champion requested a revised mutual action plan", + "2026-10-18 | EVT-038-077-32 | seller | finance validation is complete but legal review is open", + "2026-10-23 | EVT-038-077-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-28 | EVT-038-077-34 | 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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/078_sbp-038-14_10_consent.xml b/task_files/sb100-038-brookfield-consent-survival/10_consent/078_sbp-038-14_10_consent.xml new file mode 100644 index 0000000000000000000000000000000000000000..68853e378db3ff70c4e6f70840e823e853366d83 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/078_sbp-038-14_10_consent.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/079_sbp-038-15_10_consent.html b/task_files/sb100-038-brookfield-consent-survival/10_consent/079_sbp-038-15_10_consent.html new file mode 100644 index 0000000000000000000000000000000000000000..1c78f02705948ad89e21e9b5a4679b2e687f0946 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/079_sbp-038-15_10_consent.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-15",
+    "account_name": "Orchard Services",
+    "salesforce_account_id": "001SB038000014",
+    "salesforce_opportunity_id": "006SB038000014",
+    "hubspot_company_id": "8003810014",
+    "hubspot_deal_id": "8003820014",
+    "gong_evidence_id": "GE-038-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "10_consent",
+    "source_version": "v4.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Orchard Services",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 580904,
+    "stage": "Discovery",
+    "close_date": "2026-09-27",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-18 | EVT-038-079-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-23 | EVT-038-079-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-28 | EVT-038-079-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-02 | EVT-038-079-4 | seller | security review remains seller-owned",
+      "2026-06-07 | EVT-038-079-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-12 | EVT-038-079-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-17 | EVT-038-079-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-22 | EVT-038-079-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-27 | EVT-038-079-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-02 | EVT-038-079-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-07 | EVT-038-079-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-12 | EVT-038-079-12 | seller | security review remains seller-owned",
+      "2026-07-17 | EVT-038-079-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-22 | EVT-038-079-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-27 | EVT-038-079-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-01 | EVT-038-079-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-06 | EVT-038-079-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-11 | EVT-038-079-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-16 | EVT-038-079-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-21 | EVT-038-079-20 | seller | security review remains seller-owned",
+      "2026-08-26 | EVT-038-079-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-31 | EVT-038-079-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-05 | EVT-038-079-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-10 | EVT-038-079-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-15 | EVT-038-079-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-20 | EVT-038-079-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-25 | EVT-038-079-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-30 | EVT-038-079-28 | seller | security review remains seller-owned",
+      "2026-10-05 | EVT-038-079-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-10 | EVT-038-079-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-15 | EVT-038-079-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-20 | EVT-038-079-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-25 | EVT-038-079-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-30 | EVT-038-079-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000014",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810014",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/10_consent/080_sbp-038-16_10_consent.md b/task_files/sb100-038-brookfield-consent-survival/10_consent/080_sbp-038-16_10_consent.md new file mode 100644 index 0000000000000000000000000000000000000000..93b3a72bcb4d74dd49b9c407f3bdcc1ef4e63ec5 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/10_consent/080_sbp-038-16_10_consent.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": "10_consent", + "source_version": "v1.8", + "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": [ + "2026-05-19 | EVT-038-080-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-24 | EVT-038-080-2 | seller | economic buyer confirmed procurement timing", + "2026-05-29 | EVT-038-080-3 | buyer | security review remains seller-owned", + "2026-06-03 | EVT-038-080-4 | seller | champion requested a revised mutual action plan", + "2026-06-08 | EVT-038-080-5 | buyer | finance validation is complete but legal review is open", + "2026-06-13 | EVT-038-080-6 | seller | buyer explicitly paused the evaluation", + "2026-06-18 | EVT-038-080-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-23 | EVT-038-080-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-28 | EVT-038-080-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-03 | EVT-038-080-10 | seller | economic buyer confirmed procurement timing", + "2026-07-08 | EVT-038-080-11 | buyer | security review remains seller-owned", + "2026-07-13 | EVT-038-080-12 | seller | champion requested a revised mutual action plan", + "2026-07-18 | EVT-038-080-13 | buyer | finance validation is complete but legal review is open", + "2026-07-23 | EVT-038-080-14 | seller | buyer explicitly paused the evaluation", + "2026-07-28 | EVT-038-080-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-02 | EVT-038-080-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-07 | EVT-038-080-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-12 | EVT-038-080-18 | seller | economic buyer confirmed procurement timing", + "2026-08-17 | EVT-038-080-19 | buyer | security review remains seller-owned", + "2026-08-22 | EVT-038-080-20 | seller | champion requested a revised mutual action plan", + "2026-08-27 | EVT-038-080-21 | buyer | finance validation is complete but legal review is open", + "2026-09-01 | EVT-038-080-22 | seller | buyer explicitly paused the evaluation", + "2026-09-06 | EVT-038-080-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-11 | EVT-038-080-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-16 | EVT-038-080-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-21 | EVT-038-080-26 | seller | economic buyer confirmed procurement timing", + "2026-09-26 | EVT-038-080-27 | buyer | security review remains seller-owned", + "2026-10-01 | EVT-038-080-28 | seller | champion requested a revised mutual action plan", + "2026-10-06 | EVT-038-080-29 | buyer | finance validation is complete but legal review is open", + "2026-10-11 | EVT-038-080-30 | seller | buyer explicitly paused the evaluation", + "2026-10-16 | EVT-038-080-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-21 | EVT-038-080-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-26 | EVT-038-080-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-31 | EVT-038-080-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/081_sbp-038-01_11_do_not_merge.md b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/081_sbp-038-01_11_do_not_merge.md new file mode 100644 index 0000000000000000000000000000000000000000..0abec28aed6a31613a86a83c85f23930f0d8b888 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/081_sbp-038-01_11_do_not_merge.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": "11_do_not_merge", + "source_version": "v2.0", + "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": [ + "2026-05-20 | EVT-038-081-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-25 | EVT-038-081-2 | seller | security review remains seller-owned", + "2026-05-30 | EVT-038-081-3 | buyer | champion requested a revised mutual action plan", + "2026-06-04 | EVT-038-081-4 | seller | finance validation is complete but legal review is open", + "2026-06-09 | EVT-038-081-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-14 | EVT-038-081-6 | seller | implementation capacity moved to the following quarter", + "2026-06-19 | EVT-038-081-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-24 | EVT-038-081-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-29 | EVT-038-081-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-04 | EVT-038-081-10 | seller | security review remains seller-owned", + "2026-07-09 | EVT-038-081-11 | buyer | champion requested a revised mutual action plan", + "2026-07-14 | EVT-038-081-12 | seller | finance validation is complete but legal review is open", + "2026-07-19 | EVT-038-081-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-24 | EVT-038-081-14 | seller | implementation capacity moved to the following quarter", + "2026-07-29 | EVT-038-081-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-03 | EVT-038-081-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-08 | EVT-038-081-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-13 | EVT-038-081-18 | seller | security review remains seller-owned", + "2026-08-18 | EVT-038-081-19 | buyer | champion requested a revised mutual action plan", + "2026-08-23 | EVT-038-081-20 | seller | finance validation is complete but legal review is open", + "2026-08-28 | EVT-038-081-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-02 | EVT-038-081-22 | seller | implementation capacity moved to the following quarter", + "2026-09-07 | EVT-038-081-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-12 | EVT-038-081-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-17 | EVT-038-081-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-22 | EVT-038-081-26 | seller | security review remains seller-owned", + "2026-09-27 | EVT-038-081-27 | buyer | champion requested a revised mutual action plan", + "2026-10-02 | EVT-038-081-28 | seller | finance validation is complete but legal review is open", + "2026-10-07 | EVT-038-081-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-12 | EVT-038-081-30 | seller | implementation capacity moved to the following quarter", + "2026-10-17 | EVT-038-081-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-22 | EVT-038-081-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-27 | EVT-038-081-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-01 | EVT-038-081-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/082_sbp-038-02_11_do_not_merge.txt b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/082_sbp-038-02_11_do_not_merge.txt new file mode 100644 index 0000000000000000000000000000000000000000..f34f9bf42c162e16632c0b72954d85d33d1f273d --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/082_sbp-038-02_11_do_not_merge.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": "11_do_not_merge", + "source_version": "v3.1", + "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": [ + "2026-05-21 | EVT-038-082-1 | buyer | security review remains seller-owned", + "2026-05-26 | EVT-038-082-2 | seller | champion requested a revised mutual action plan", + "2026-05-31 | EVT-038-082-3 | buyer | finance validation is complete but legal review is open", + "2026-06-05 | EVT-038-082-4 | seller | buyer explicitly paused the evaluation", + "2026-06-10 | EVT-038-082-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-15 | EVT-038-082-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-20 | EVT-038-082-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-25 | EVT-038-082-8 | seller | economic buyer confirmed procurement timing", + "2026-06-30 | EVT-038-082-9 | buyer | security review remains seller-owned", + "2026-07-05 | EVT-038-082-10 | seller | champion requested a revised mutual action plan", + "2026-07-10 | EVT-038-082-11 | buyer | finance validation is complete but legal review is open", + "2026-07-15 | EVT-038-082-12 | seller | buyer explicitly paused the evaluation", + "2026-07-20 | EVT-038-082-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-25 | EVT-038-082-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-30 | EVT-038-082-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-04 | EVT-038-082-16 | seller | economic buyer confirmed procurement timing", + "2026-08-09 | EVT-038-082-17 | buyer | security review remains seller-owned", + "2026-08-14 | EVT-038-082-18 | seller | champion requested a revised mutual action plan", + "2026-08-19 | EVT-038-082-19 | buyer | finance validation is complete but legal review is open", + "2026-08-24 | EVT-038-082-20 | seller | buyer explicitly paused the evaluation", + "2026-08-29 | EVT-038-082-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-03 | EVT-038-082-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-08 | EVT-038-082-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-13 | EVT-038-082-24 | seller | economic buyer confirmed procurement timing", + "2026-09-18 | EVT-038-082-25 | buyer | security review remains seller-owned", + "2026-09-23 | EVT-038-082-26 | seller | champion requested a revised mutual action plan", + "2026-09-28 | EVT-038-082-27 | buyer | finance validation is complete but legal review is open", + "2026-10-03 | EVT-038-082-28 | seller | buyer explicitly paused the evaluation", + "2026-10-08 | EVT-038-082-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-13 | EVT-038-082-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-18 | EVT-038-082-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-23 | EVT-038-082-32 | seller | economic buyer confirmed procurement timing", + "2026-10-28 | EVT-038-082-33 | buyer | security review remains seller-owned", + "2026-11-02 | EVT-038-082-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/083_sbp-038-03_11_do_not_merge.json b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/083_sbp-038-03_11_do_not_merge.json new file mode 100644 index 0000000000000000000000000000000000000000..a0a4c4b615eb0b6c265f72f4b8000dea27267d91 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/083_sbp-038-03_11_do_not_merge.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": [ + "2026-05-22 | EVT-038-083-1 | buyer | champion requested a revised mutual action plan", + "2026-05-27 | EVT-038-083-2 | seller | finance validation is complete but legal review is open", + "2026-06-01 | EVT-038-083-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-06 | EVT-038-083-4 | seller | implementation capacity moved to the following quarter", + "2026-06-11 | EVT-038-083-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-16 | EVT-038-083-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-21 | EVT-038-083-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-26 | EVT-038-083-8 | seller | security review remains seller-owned", + "2026-07-01 | EVT-038-083-9 | buyer | champion requested a revised mutual action plan", + "2026-07-06 | EVT-038-083-10 | seller | finance validation is complete but legal review is open", + "2026-07-11 | EVT-038-083-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-16 | EVT-038-083-12 | seller | implementation capacity moved to the following quarter", + "2026-07-21 | EVT-038-083-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-26 | EVT-038-083-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-31 | EVT-038-083-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-05 | EVT-038-083-16 | seller | security review remains seller-owned", + "2026-08-10 | EVT-038-083-17 | buyer | champion requested a revised mutual action plan", + "2026-08-15 | EVT-038-083-18 | seller | finance validation is complete but legal review is open", + "2026-08-20 | EVT-038-083-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-25 | EVT-038-083-20 | seller | implementation capacity moved to the following quarter", + "2026-08-30 | EVT-038-083-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-04 | EVT-038-083-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-09 | EVT-038-083-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-14 | EVT-038-083-24 | seller | security review remains seller-owned", + "2026-09-19 | EVT-038-083-25 | buyer | champion requested a revised mutual action plan", + "2026-09-24 | EVT-038-083-26 | seller | finance validation is complete but legal review is open", + "2026-09-29 | EVT-038-083-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-04 | EVT-038-083-28 | seller | implementation capacity moved to the following quarter", + "2026-10-09 | EVT-038-083-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-14 | EVT-038-083-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-19 | EVT-038-083-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-24 | EVT-038-083-32 | seller | security review remains seller-owned", + "2026-10-29 | EVT-038-083-33 | buyer | champion requested a revised mutual action plan", + "2026-11-03 | EVT-038-083-34 | 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": "11_do_not_merge", + "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": "v4.2", + "task_id": "sb100-038-brookfield-consent-survival" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/084_sbp-038-04_11_do_not_merge.csv b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/084_sbp-038-04_11_do_not_merge.csv new file mode 100644 index 0000000000000000000000000000000000000000..97cdad4ddeba0fd342440b73f5d6a0ccef12c77c --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/084_sbp-038-04_11_do_not_merge.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,"""11_do_not_merge""" +record_control,source_version,"""v1.3""" +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,"[""2026-05-23 | EVT-038-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-28 | EVT-038-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-02 | EVT-038-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-07 | EVT-038-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-12 | EVT-038-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-17 | EVT-038-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-22 | EVT-038-084-7 | buyer | security review remains seller-owned"", ""2026-06-27 | EVT-038-084-8 | seller | champion requested a revised mutual action plan"", ""2026-07-02 | EVT-038-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-07 | EVT-038-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-12 | EVT-038-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-17 | EVT-038-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-22 | EVT-038-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-27 | EVT-038-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-01 | EVT-038-084-15 | buyer | security review remains seller-owned"", ""2026-08-06 | EVT-038-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-11 | EVT-038-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-16 | EVT-038-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-21 | EVT-038-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-26 | EVT-038-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-31 | EVT-038-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-05 | EVT-038-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-10 | EVT-038-084-23 | buyer | security review remains seller-owned"", ""2026-09-15 | EVT-038-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-20 | EVT-038-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-25 | EVT-038-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-30 | EVT-038-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-05 | EVT-038-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-10 | EVT-038-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-15 | EVT-038-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-20 | EVT-038-084-31 | buyer | security review remains seller-owned"", ""2026-10-25 | EVT-038-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-30 | EVT-038-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-04 | EVT-038-084-34 | 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 diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/085_sbp-038-05_11_do_not_merge.eml b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/085_sbp-038-05_11_do_not_merge.eml new file mode 100644 index 0000000000000000000000000000000000000000..54088983908c81c045dede5a7e2fc300a0350651 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/085_sbp-038-05_11_do_not_merge.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 / 11_do_not_merge +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": "11_do_not_merge", + "source_version": "v2.4", + "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": [ + "2026-05-24 | EVT-038-085-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-29 | EVT-038-085-2 | seller | implementation capacity moved to the following quarter", + "2026-06-03 | EVT-038-085-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-08 | EVT-038-085-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-13 | EVT-038-085-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-18 | EVT-038-085-6 | seller | security review remains seller-owned", + "2026-06-23 | EVT-038-085-7 | buyer | champion requested a revised mutual action plan", + "2026-06-28 | EVT-038-085-8 | seller | finance validation is complete but legal review is open", + "2026-07-03 | EVT-038-085-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-08 | EVT-038-085-10 | seller | implementation capacity moved to the following quarter", + "2026-07-13 | EVT-038-085-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-18 | EVT-038-085-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-23 | EVT-038-085-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-28 | EVT-038-085-14 | seller | security review remains seller-owned", + "2026-08-02 | EVT-038-085-15 | buyer | champion requested a revised mutual action plan", + "2026-08-07 | EVT-038-085-16 | seller | finance validation is complete but legal review is open", + "2026-08-12 | EVT-038-085-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-17 | EVT-038-085-18 | seller | implementation capacity moved to the following quarter", + "2026-08-22 | EVT-038-085-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-27 | EVT-038-085-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-01 | EVT-038-085-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-06 | EVT-038-085-22 | seller | security review remains seller-owned", + "2026-09-11 | EVT-038-085-23 | buyer | champion requested a revised mutual action plan", + "2026-09-16 | EVT-038-085-24 | seller | finance validation is complete but legal review is open", + "2026-09-21 | EVT-038-085-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-26 | EVT-038-085-26 | seller | implementation capacity moved to the following quarter", + "2026-10-01 | EVT-038-085-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-06 | EVT-038-085-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-11 | EVT-038-085-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-16 | EVT-038-085-30 | seller | security review remains seller-owned", + "2026-10-21 | EVT-038-085-31 | buyer | champion requested a revised mutual action plan", + "2026-10-26 | EVT-038-085-32 | seller | finance validation is complete but legal review is open", + "2026-10-31 | EVT-038-085-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-05 | EVT-038-085-34 | 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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/086_sbp-038-06_11_do_not_merge.xml b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/086_sbp-038-06_11_do_not_merge.xml new file mode 100644 index 0000000000000000000000000000000000000000..d8351fdf2eab669908b41f997e772bc5d860630c --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/086_sbp-038-06_11_do_not_merge.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/087_sbp-038-07_11_do_not_merge.html b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/087_sbp-038-07_11_do_not_merge.html new file mode 100644 index 0000000000000000000000000000000000000000..497079e27c6f64d4c560454e8a2a096b88e97bad --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/087_sbp-038-07_11_do_not_merge.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-07",
+    "account_name": "Granite Systems",
+    "salesforce_account_id": "001SB038000006",
+    "salesforce_opportunity_id": "006SB038000006",
+    "hubspot_company_id": "8003810006",
+    "hubspot_deal_id": "8003820006",
+    "gong_evidence_id": "GE-038-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "11_do_not_merge",
+    "source_version": "v4.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Granite Systems",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 4184000,
+    "stage": "Discovery",
+    "close_date": "2026-11-18",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-07 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-26 | EVT-038-087-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-31 | EVT-038-087-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-05 | EVT-038-087-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-10 | EVT-038-087-4 | seller | security review remains seller-owned",
+      "2026-06-15 | EVT-038-087-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-20 | EVT-038-087-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-25 | EVT-038-087-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-30 | EVT-038-087-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-05 | EVT-038-087-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-10 | EVT-038-087-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-15 | EVT-038-087-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-20 | EVT-038-087-12 | seller | security review remains seller-owned",
+      "2026-07-25 | EVT-038-087-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-30 | EVT-038-087-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-04 | EVT-038-087-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-09 | EVT-038-087-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-14 | EVT-038-087-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-19 | EVT-038-087-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-24 | EVT-038-087-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-29 | EVT-038-087-20 | seller | security review remains seller-owned",
+      "2026-09-03 | EVT-038-087-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-08 | EVT-038-087-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-13 | EVT-038-087-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-18 | EVT-038-087-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-23 | EVT-038-087-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-28 | EVT-038-087-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-03 | EVT-038-087-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-08 | EVT-038-087-28 | seller | security review remains seller-owned",
+      "2026-10-13 | EVT-038-087-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-18 | EVT-038-087-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-23 | EVT-038-087-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-28 | EVT-038-087-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-02 | EVT-038-087-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-07 | EVT-038-087-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000006",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810006",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "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
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/088_sbp-038-08_11_do_not_merge.md b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/088_sbp-038-08_11_do_not_merge.md new file mode 100644 index 0000000000000000000000000000000000000000..b5d5421b918c7876118385e4cd2d98886ea0af12 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/11_do_not_merge/088_sbp-038-08_11_do_not_merge.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": "11_do_not_merge", + "source_version": "v1.7", + "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": [ + "2026-05-27 | EVT-038-088-1 | buyer | renewal notice was acknowledged by procurement", + "2026-06-01 | EVT-038-088-2 | seller | economic buyer confirmed procurement timing", + "2026-06-06 | EVT-038-088-3 | buyer | security review remains seller-owned", + "2026-06-11 | EVT-038-088-4 | seller | champion requested a revised mutual action plan", + "2026-06-16 | EVT-038-088-5 | buyer | finance validation is complete but legal review is open", + "2026-06-21 | EVT-038-088-6 | seller | buyer explicitly paused the evaluation", + "2026-06-26 | EVT-038-088-7 | buyer | implementation capacity moved to the following quarter", + "2026-07-01 | EVT-038-088-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-06 | EVT-038-088-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-11 | EVT-038-088-10 | seller | economic buyer confirmed procurement timing", + "2026-07-16 | EVT-038-088-11 | buyer | security review remains seller-owned", + "2026-07-21 | EVT-038-088-12 | seller | champion requested a revised mutual action plan", + "2026-07-26 | EVT-038-088-13 | buyer | finance validation is complete but legal review is open", + "2026-07-31 | EVT-038-088-14 | seller | buyer explicitly paused the evaluation", + "2026-08-05 | EVT-038-088-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-10 | EVT-038-088-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-15 | EVT-038-088-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-20 | EVT-038-088-18 | seller | economic buyer confirmed procurement timing", + "2026-08-25 | EVT-038-088-19 | buyer | security review remains seller-owned", + "2026-08-30 | EVT-038-088-20 | seller | champion requested a revised mutual action plan", + "2026-09-04 | EVT-038-088-21 | buyer | finance validation is complete but legal review is open", + "2026-09-09 | EVT-038-088-22 | seller | buyer explicitly paused the evaluation", + "2026-09-14 | EVT-038-088-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-19 | EVT-038-088-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-24 | EVT-038-088-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-29 | EVT-038-088-26 | seller | economic buyer confirmed procurement timing", + "2026-10-04 | EVT-038-088-27 | buyer | security review remains seller-owned", + "2026-10-09 | EVT-038-088-28 | seller | champion requested a revised mutual action plan", + "2026-10-14 | EVT-038-088-29 | buyer | finance validation is complete but legal review is open", + "2026-10-19 | EVT-038-088-30 | seller | buyer explicitly paused the evaluation", + "2026-10-24 | EVT-038-088-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-29 | EVT-038-088-32 | seller | competitive evaluation narrowed to two vendors", + "2026-11-03 | EVT-038-088-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-08 | EVT-038-088-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/089_sbp-038-09_12_deliverables.md b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/089_sbp-038-09_12_deliverables.md new file mode 100644 index 0000000000000000000000000000000000000000..89f0ed190d0b3dbfdc303e25a1a5e69f72193626 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/089_sbp-038-09_12_deliverables.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": "12_deliverables", + "source_version": "v2.8", + "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": [ + "2026-05-28 | EVT-038-089-1 | buyer | economic buyer confirmed procurement timing", + "2026-06-02 | EVT-038-089-2 | seller | security review remains seller-owned", + "2026-06-07 | EVT-038-089-3 | buyer | champion requested a revised mutual action plan", + "2026-06-12 | EVT-038-089-4 | seller | finance validation is complete but legal review is open", + "2026-06-17 | EVT-038-089-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-22 | EVT-038-089-6 | seller | implementation capacity moved to the following quarter", + "2026-06-27 | EVT-038-089-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-02 | EVT-038-089-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-07 | EVT-038-089-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-12 | EVT-038-089-10 | seller | security review remains seller-owned", + "2026-07-17 | EVT-038-089-11 | buyer | champion requested a revised mutual action plan", + "2026-07-22 | EVT-038-089-12 | seller | finance validation is complete but legal review is open", + "2026-07-27 | EVT-038-089-13 | buyer | buyer explicitly paused the evaluation", + "2026-08-01 | EVT-038-089-14 | seller | implementation capacity moved to the following quarter", + "2026-08-06 | EVT-038-089-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-11 | EVT-038-089-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-16 | EVT-038-089-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-21 | EVT-038-089-18 | seller | security review remains seller-owned", + "2026-08-26 | EVT-038-089-19 | buyer | champion requested a revised mutual action plan", + "2026-08-31 | EVT-038-089-20 | seller | finance validation is complete but legal review is open", + "2026-09-05 | EVT-038-089-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-10 | EVT-038-089-22 | seller | implementation capacity moved to the following quarter", + "2026-09-15 | EVT-038-089-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-20 | EVT-038-089-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-25 | EVT-038-089-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-30 | EVT-038-089-26 | seller | security review remains seller-owned", + "2026-10-05 | EVT-038-089-27 | buyer | champion requested a revised mutual action plan", + "2026-10-10 | EVT-038-089-28 | seller | finance validation is complete but legal review is open", + "2026-10-15 | EVT-038-089-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-20 | EVT-038-089-30 | seller | implementation capacity moved to the following quarter", + "2026-10-25 | EVT-038-089-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-30 | EVT-038-089-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-04 | EVT-038-089-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-09 | EVT-038-089-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/090_sbp-038-10_12_deliverables.txt b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/090_sbp-038-10_12_deliverables.txt new file mode 100644 index 0000000000000000000000000000000000000000..b40c2b85187d830ff66714097faa063ce4a26463 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/090_sbp-038-10_12_deliverables.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": "12_deliverables", + "source_version": "v3.0", + "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": [ + "2026-05-29 | EVT-038-090-1 | buyer | security review remains seller-owned", + "2026-06-03 | EVT-038-090-2 | seller | champion requested a revised mutual action plan", + "2026-06-08 | EVT-038-090-3 | buyer | finance validation is complete but legal review is open", + "2026-06-13 | EVT-038-090-4 | seller | buyer explicitly paused the evaluation", + "2026-06-18 | EVT-038-090-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-23 | EVT-038-090-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-28 | EVT-038-090-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-03 | EVT-038-090-8 | seller | economic buyer confirmed procurement timing", + "2026-07-08 | EVT-038-090-9 | buyer | security review remains seller-owned", + "2026-07-13 | EVT-038-090-10 | seller | champion requested a revised mutual action plan", + "2026-07-18 | EVT-038-090-11 | buyer | finance validation is complete but legal review is open", + "2026-07-23 | EVT-038-090-12 | seller | buyer explicitly paused the evaluation", + "2026-07-28 | EVT-038-090-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-02 | EVT-038-090-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-07 | EVT-038-090-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-12 | EVT-038-090-16 | seller | economic buyer confirmed procurement timing", + "2026-08-17 | EVT-038-090-17 | buyer | security review remains seller-owned", + "2026-08-22 | EVT-038-090-18 | seller | champion requested a revised mutual action plan", + "2026-08-27 | EVT-038-090-19 | buyer | finance validation is complete but legal review is open", + "2026-09-01 | EVT-038-090-20 | seller | buyer explicitly paused the evaluation", + "2026-09-06 | EVT-038-090-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-11 | EVT-038-090-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-16 | EVT-038-090-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-21 | EVT-038-090-24 | seller | economic buyer confirmed procurement timing", + "2026-09-26 | EVT-038-090-25 | buyer | security review remains seller-owned", + "2026-10-01 | EVT-038-090-26 | seller | champion requested a revised mutual action plan", + "2026-10-06 | EVT-038-090-27 | buyer | finance validation is complete but legal review is open", + "2026-10-11 | EVT-038-090-28 | seller | buyer explicitly paused the evaluation", + "2026-10-16 | EVT-038-090-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-21 | EVT-038-090-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-26 | EVT-038-090-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-31 | EVT-038-090-32 | seller | economic buyer confirmed procurement timing", + "2026-11-05 | EVT-038-090-33 | buyer | security review remains seller-owned", + "2026-11-10 | EVT-038-090-34 | 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. diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/091_sbp-038-11_12_deliverables.json b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/091_sbp-038-11_12_deliverables.json new file mode 100644 index 0000000000000000000000000000000000000000..6ec1f86a816ccf1d6b2d0db5b9ec5bc90702b945 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/091_sbp-038-11_12_deliverables.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": [ + "2026-05-30 | EVT-038-091-1 | buyer | champion requested a revised mutual action plan", + "2026-06-04 | EVT-038-091-2 | seller | finance validation is complete but legal review is open", + "2026-06-09 | EVT-038-091-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-14 | EVT-038-091-4 | seller | implementation capacity moved to the following quarter", + "2026-06-19 | EVT-038-091-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-24 | EVT-038-091-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-29 | EVT-038-091-7 | buyer | economic buyer confirmed procurement timing", + "2026-07-04 | EVT-038-091-8 | seller | security review remains seller-owned", + "2026-07-09 | EVT-038-091-9 | buyer | champion requested a revised mutual action plan", + "2026-07-14 | EVT-038-091-10 | seller | finance validation is complete but legal review is open", + "2026-07-19 | EVT-038-091-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-24 | EVT-038-091-12 | seller | implementation capacity moved to the following quarter", + "2026-07-29 | EVT-038-091-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-03 | EVT-038-091-14 | seller | renewal notice was acknowledged by procurement", + "2026-08-08 | EVT-038-091-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-13 | EVT-038-091-16 | seller | security review remains seller-owned", + "2026-08-18 | EVT-038-091-17 | buyer | champion requested a revised mutual action plan", + "2026-08-23 | EVT-038-091-18 | seller | finance validation is complete but legal review is open", + "2026-08-28 | EVT-038-091-19 | buyer | buyer explicitly paused the evaluation", + "2026-09-02 | EVT-038-091-20 | seller | implementation capacity moved to the following quarter", + "2026-09-07 | EVT-038-091-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-12 | EVT-038-091-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-17 | EVT-038-091-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-22 | EVT-038-091-24 | seller | security review remains seller-owned", + "2026-09-27 | EVT-038-091-25 | buyer | champion requested a revised mutual action plan", + "2026-10-02 | EVT-038-091-26 | seller | finance validation is complete but legal review is open", + "2026-10-07 | EVT-038-091-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-12 | EVT-038-091-28 | seller | implementation capacity moved to the following quarter", + "2026-10-17 | EVT-038-091-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-22 | EVT-038-091-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-27 | EVT-038-091-31 | buyer | economic buyer confirmed procurement timing", + "2026-11-01 | EVT-038-091-32 | seller | security review remains seller-owned", + "2026-11-06 | EVT-038-091-33 | buyer | champion requested a revised mutual action plan", + "2026-11-11 | EVT-038-091-34 | 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": "12_deliverables", + "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": "v4.1", + "task_id": "sb100-038-brookfield-consent-survival" + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/092_sbp-038-12_12_deliverables.csv b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/092_sbp-038-12_12_deliverables.csv new file mode 100644 index 0000000000000000000000000000000000000000..33f1dd8474cf6a176702ab862c327947a5fa54a9 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/092_sbp-038-12_12_deliverables.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,"""12_deliverables""" +record_control,source_version,"""v1.2""" +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,"[""2026-05-31 | EVT-038-092-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-05 | EVT-038-092-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-10 | EVT-038-092-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-15 | EVT-038-092-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-20 | EVT-038-092-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-25 | EVT-038-092-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-30 | EVT-038-092-7 | buyer | security review remains seller-owned"", ""2026-07-05 | EVT-038-092-8 | seller | champion requested a revised mutual action plan"", ""2026-07-10 | EVT-038-092-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-15 | EVT-038-092-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-20 | EVT-038-092-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-25 | EVT-038-092-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-30 | EVT-038-092-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-04 | EVT-038-092-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-09 | EVT-038-092-15 | buyer | security review remains seller-owned"", ""2026-08-14 | EVT-038-092-16 | seller | champion requested a revised mutual action plan"", ""2026-08-19 | EVT-038-092-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-24 | EVT-038-092-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-29 | EVT-038-092-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-03 | EVT-038-092-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-08 | EVT-038-092-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-13 | EVT-038-092-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-18 | EVT-038-092-23 | buyer | security review remains seller-owned"", ""2026-09-23 | EVT-038-092-24 | seller | champion requested a revised mutual action plan"", ""2026-09-28 | EVT-038-092-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-03 | EVT-038-092-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-08 | EVT-038-092-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-13 | EVT-038-092-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-18 | EVT-038-092-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-23 | EVT-038-092-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-28 | EVT-038-092-31 | buyer | security review remains seller-owned"", ""2026-11-02 | EVT-038-092-32 | seller | champion requested a revised mutual action plan"", ""2026-11-07 | EVT-038-092-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-12 | EVT-038-092-34 | 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 diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/093_sbp-038-13_12_deliverables.eml b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/093_sbp-038-13_12_deliverables.eml new file mode 100644 index 0000000000000000000000000000000000000000..37b243e7e35eeb94402f6d5f74510b43ae51fbbd --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/093_sbp-038-13_12_deliverables.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 / 12_deliverables +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": "12_deliverables", + "source_version": "v2.3", + "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": [ + "2026-06-01 | EVT-038-093-1 | buyer | buyer explicitly paused the evaluation", + "2026-06-06 | EVT-038-093-2 | seller | implementation capacity moved to the following quarter", + "2026-06-11 | EVT-038-093-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-16 | EVT-038-093-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-21 | EVT-038-093-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-26 | EVT-038-093-6 | seller | security review remains seller-owned", + "2026-07-01 | EVT-038-093-7 | buyer | champion requested a revised mutual action plan", + "2026-07-06 | EVT-038-093-8 | seller | finance validation is complete but legal review is open", + "2026-07-11 | EVT-038-093-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-16 | EVT-038-093-10 | seller | implementation capacity moved to the following quarter", + "2026-07-21 | EVT-038-093-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-26 | EVT-038-093-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-31 | EVT-038-093-13 | buyer | economic buyer confirmed procurement timing", + "2026-08-05 | EVT-038-093-14 | seller | security review remains seller-owned", + "2026-08-10 | EVT-038-093-15 | buyer | champion requested a revised mutual action plan", + "2026-08-15 | EVT-038-093-16 | seller | finance validation is complete but legal review is open", + "2026-08-20 | EVT-038-093-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-25 | EVT-038-093-18 | seller | implementation capacity moved to the following quarter", + "2026-08-30 | EVT-038-093-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-04 | EVT-038-093-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-09 | EVT-038-093-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-14 | EVT-038-093-22 | seller | security review remains seller-owned", + "2026-09-19 | EVT-038-093-23 | buyer | champion requested a revised mutual action plan", + "2026-09-24 | EVT-038-093-24 | seller | finance validation is complete but legal review is open", + "2026-09-29 | EVT-038-093-25 | buyer | buyer explicitly paused the evaluation", + "2026-10-04 | EVT-038-093-26 | seller | implementation capacity moved to the following quarter", + "2026-10-09 | EVT-038-093-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-14 | EVT-038-093-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-19 | EVT-038-093-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-24 | EVT-038-093-30 | seller | security review remains seller-owned", + "2026-10-29 | EVT-038-093-31 | buyer | champion requested a revised mutual action plan", + "2026-11-03 | EVT-038-093-32 | seller | finance validation is complete but legal review is open", + "2026-11-08 | EVT-038-093-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-13 | EVT-038-093-34 | 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 + } +} diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/094_sbp-038-14_12_deliverables.xml b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/094_sbp-038-14_12_deliverables.xml new file mode 100644 index 0000000000000000000000000000000000000000..79b12c8d53641e404f59d3207300ea4ff8bfefe8 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/094_sbp-038-14_12_deliverables.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/095_sbp-038-15_12_deliverables.html b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/095_sbp-038-15_12_deliverables.html new file mode 100644 index 0000000000000000000000000000000000000000..985c819aca050e36cc8c268b0eb896fcde5666a2 --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/095_sbp-038-15_12_deliverables.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-038-brookfield-consent-survival",
+    "portfolio_key": "SBP-038-15",
+    "account_name": "Orchard Services",
+    "salesforce_account_id": "001SB038000014",
+    "salesforce_opportunity_id": "006SB038000014",
+    "hubspot_company_id": "8003810014",
+    "hubspot_deal_id": "8003820014",
+    "gong_evidence_id": "GE-038-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-26",
+    "folder": "12_deliverables",
+    "source_version": "v4.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Brookfield Data Services",
+    "portfolio_account": "Orchard Services",
+    "industry": "data services",
+    "region": "North America",
+    "requester": "Privacy Operations Manager",
+    "amount_usd": 580904,
+    "stage": "Discovery",
+    "close_date": "2026-09-27",
+    "owner": "Amina Yusuf",
+    "owner_role": "Account Director"
+  },
+  "evidence": {
+    "signal": "champion requested a revised mutual action plan",
+    "risk_code": "support_recovery",
+    "gong_summary": "Permitted Gong insight GE-038-15 supports champion requested a revised mutual action plan without exposing raw or private transcript content.",
+    "source_of_truth": "For identity-migration, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-03 | EVT-038-095-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-08 | EVT-038-095-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-13 | EVT-038-095-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-18 | EVT-038-095-4 | seller | security review remains seller-owned",
+      "2026-06-23 | EVT-038-095-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-28 | EVT-038-095-6 | seller | finance validation is complete but legal review is open",
+      "2026-07-03 | EVT-038-095-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-08 | EVT-038-095-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-13 | EVT-038-095-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-18 | EVT-038-095-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-23 | EVT-038-095-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-28 | EVT-038-095-12 | seller | security review remains seller-owned",
+      "2026-08-02 | EVT-038-095-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-07 | EVT-038-095-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-12 | EVT-038-095-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-17 | EVT-038-095-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-22 | EVT-038-095-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-27 | EVT-038-095-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-01 | EVT-038-095-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-06 | EVT-038-095-20 | seller | security review remains seller-owned",
+      "2026-09-11 | EVT-038-095-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-16 | EVT-038-095-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-21 | EVT-038-095-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-26 | EVT-038-095-24 | seller | implementation capacity moved to the following quarter",
+      "2026-10-01 | EVT-038-095-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-06 | EVT-038-095-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-11 | EVT-038-095-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-16 | EVT-038-095-28 | seller | security review remains seller-owned",
+      "2026-10-21 | EVT-038-095-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-26 | EVT-038-095-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-31 | EVT-038-095-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-05 | EVT-038-095-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-10 | EVT-038-095-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-15 | EVT-038-095-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-038-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "001SB038000014",
+    "authorized_field": "HubSpot_Company_ID__c",
+    "current_value": "",
+    "required_value": "8003810014",
+    "reason": "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.",
+    "owner": "Amina Yusuf",
+    "deadline": "2026-08-31"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-038-brookfield-consent-survival/12_deliverables/096_sbp-038-16_12_deliverables.md b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/096_sbp-038-16_12_deliverables.md new file mode 100644 index 0000000000000000000000000000000000000000..e3f19cdd879ce84249ecf5ae36c963783b0e05ec --- /dev/null +++ b/task_files/sb100-038-brookfield-consent-survival/12_deliverables/096_sbp-038-16_12_deliverables.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": "12_deliverables", + "source_version": "v1.6", + "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": [ + "2026-06-04 | EVT-038-096-1 | buyer | renewal notice was acknowledged by procurement", + "2026-06-09 | EVT-038-096-2 | seller | economic buyer confirmed procurement timing", + "2026-06-14 | EVT-038-096-3 | buyer | security review remains seller-owned", + "2026-06-19 | EVT-038-096-4 | seller | champion requested a revised mutual action plan", + "2026-06-24 | EVT-038-096-5 | buyer | finance validation is complete but legal review is open", + "2026-06-29 | EVT-038-096-6 | seller | buyer explicitly paused the evaluation", + "2026-07-04 | EVT-038-096-7 | buyer | implementation capacity moved to the following quarter", + "2026-07-09 | EVT-038-096-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-14 | EVT-038-096-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-19 | EVT-038-096-10 | seller | economic buyer confirmed procurement timing", + "2026-07-24 | EVT-038-096-11 | buyer | security review remains seller-owned", + "2026-07-29 | EVT-038-096-12 | seller | champion requested a revised mutual action plan", + "2026-08-03 | EVT-038-096-13 | buyer | finance validation is complete but legal review is open", + "2026-08-08 | EVT-038-096-14 | seller | buyer explicitly paused the evaluation", + "2026-08-13 | EVT-038-096-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-18 | EVT-038-096-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-23 | EVT-038-096-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-28 | EVT-038-096-18 | seller | economic buyer confirmed procurement timing", + "2026-09-02 | EVT-038-096-19 | buyer | security review remains seller-owned", + "2026-09-07 | EVT-038-096-20 | seller | champion requested a revised mutual action plan", + "2026-09-12 | EVT-038-096-21 | buyer | finance validation is complete but legal review is open", + "2026-09-17 | EVT-038-096-22 | seller | buyer explicitly paused the evaluation", + "2026-09-22 | EVT-038-096-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-27 | EVT-038-096-24 | seller | competitive evaluation narrowed to two vendors", + "2026-10-02 | EVT-038-096-25 | buyer | renewal notice was acknowledged by procurement", + "2026-10-07 | EVT-038-096-26 | seller | economic buyer confirmed procurement timing", + "2026-10-12 | EVT-038-096-27 | buyer | security review remains seller-owned", + "2026-10-17 | EVT-038-096-28 | seller | champion requested a revised mutual action plan", + "2026-10-22 | EVT-038-096-29 | buyer | finance validation is complete but legal review is open", + "2026-10-27 | EVT-038-096-30 | seller | buyer explicitly paused the evaluation", + "2026-11-01 | EVT-038-096-31 | buyer | implementation capacity moved to the following quarter", + "2026-11-06 | EVT-038-096-32 | seller | competitive evaluation narrowed to two vendors", + "2026-11-11 | EVT-038-096-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-16 | EVT-038-096-34 | 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. diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/001_sbp-049-01_01_inbound_leads.md b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/001_sbp-049-01_01_inbound_leads.md new file mode 100644 index 0000000000000000000000000000000000000000..a22868bd586f378ef5f1d41eb61bdbab34b6b7ed --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/001_sbp-049-01_01_inbound_leads.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-01", + "account_name": "Alder Systems", + "salesforce_account_id": "001SB049000000", + "salesforce_opportunity_id": "006SB049000000", + "hubspot_company_id": "8004910000", + "hubspot_deal_id": "8004920000", + "gong_evidence_id": "GE-049-01", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "01_inbound_leads", + "source_version": "v2.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Alder Systems", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4282231, + "stage": "Qualification", + "close_date": "2026-10-18", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-049-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-01 | EVT-049-001-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-06 | EVT-049-001-2 | seller | security review remains seller-owned", + "2026-05-11 | EVT-049-001-3 | buyer | champion requested a revised mutual action plan", + "2026-05-16 | EVT-049-001-4 | seller | finance validation is complete but legal review is open", + "2026-05-21 | EVT-049-001-5 | buyer | buyer explicitly paused the evaluation", + "2026-05-26 | EVT-049-001-6 | seller | implementation capacity moved to the following quarter", + "2026-05-31 | EVT-049-001-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-05 | EVT-049-001-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-10 | EVT-049-001-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-15 | EVT-049-001-10 | seller | security review remains seller-owned", + "2026-06-20 | EVT-049-001-11 | buyer | champion requested a revised mutual action plan", + "2026-06-25 | EVT-049-001-12 | seller | finance validation is complete but legal review is open", + "2026-06-30 | EVT-049-001-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-05 | EVT-049-001-14 | seller | implementation capacity moved to the following quarter", + "2026-07-10 | EVT-049-001-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-15 | EVT-049-001-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-20 | EVT-049-001-17 | buyer | economic buyer confirmed procurement timing", + "2026-07-25 | EVT-049-001-18 | seller | security review remains seller-owned", + "2026-07-30 | EVT-049-001-19 | buyer | champion requested a revised mutual action plan", + "2026-08-04 | EVT-049-001-20 | seller | finance validation is complete but legal review is open", + "2026-08-09 | EVT-049-001-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-14 | EVT-049-001-22 | seller | implementation capacity moved to the following quarter", + "2026-08-19 | EVT-049-001-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-24 | EVT-049-001-24 | seller | renewal notice was acknowledged by procurement", + "2026-08-29 | EVT-049-001-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-03 | EVT-049-001-26 | seller | security review remains seller-owned", + "2026-09-08 | EVT-049-001-27 | buyer | champion requested a revised mutual action plan", + "2026-09-13 | EVT-049-001-28 | seller | finance validation is complete but legal review is open", + "2026-09-18 | EVT-049-001-29 | buyer | buyer explicitly paused the evaluation", + "2026-09-23 | EVT-049-001-30 | seller | implementation capacity moved to the following quarter", + "2026-09-28 | EVT-049-001-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-03 | EVT-049-001-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-08 | EVT-049-001-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-13 | EVT-049-001-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-01", + "authorized_system": "salesforce", + "authorized_record_id": "00QSB049000000", + "authorized_field": "OwnerId", + "current_value": "00GQUEUE", + "required_value": "005SB000000002", + "reason": "SBP-049-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/002_sbp-049-02_01_inbound_leads.txt b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/002_sbp-049-02_01_inbound_leads.txt new file mode 100644 index 0000000000000000000000000000000000000000..9a95d8554d3b31e0f05d355fdfbba9bd3f17dc05 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/002_sbp-049-02_01_inbound_leads.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-02", + "account_name": "Beacon Partners", + "salesforce_account_id": "001SB049000001", + "salesforce_opportunity_id": "006SB049000001", + "hubspot_company_id": "8004910001", + "hubspot_deal_id": "8004920001", + "gong_evidence_id": "GE-049-02", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "01_inbound_leads", + "source_version": "v3.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Beacon Partners", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4419344, + "stage": "Proposal", + "close_date": "2026-10-25", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-049-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-02 | EVT-049-002-1 | buyer | security review remains seller-owned", + "2026-05-07 | EVT-049-002-2 | seller | champion requested a revised mutual action plan", + "2026-05-12 | EVT-049-002-3 | buyer | finance validation is complete but legal review is open", + "2026-05-17 | EVT-049-002-4 | seller | buyer explicitly paused the evaluation", + "2026-05-22 | EVT-049-002-5 | buyer | implementation capacity moved to the following quarter", + "2026-05-27 | EVT-049-002-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-01 | EVT-049-002-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-06 | EVT-049-002-8 | seller | economic buyer confirmed procurement timing", + "2026-06-11 | EVT-049-002-9 | buyer | security review remains seller-owned", + "2026-06-16 | EVT-049-002-10 | seller | champion requested a revised mutual action plan", + "2026-06-21 | EVT-049-002-11 | buyer | finance validation is complete but legal review is open", + "2026-06-26 | EVT-049-002-12 | seller | buyer explicitly paused the evaluation", + "2026-07-01 | EVT-049-002-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-06 | EVT-049-002-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-11 | EVT-049-002-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-16 | EVT-049-002-16 | seller | economic buyer confirmed procurement timing", + "2026-07-21 | EVT-049-002-17 | buyer | security review remains seller-owned", + "2026-07-26 | EVT-049-002-18 | seller | champion requested a revised mutual action plan", + "2026-07-31 | EVT-049-002-19 | buyer | finance validation is complete but legal review is open", + "2026-08-05 | EVT-049-002-20 | seller | buyer explicitly paused the evaluation", + "2026-08-10 | EVT-049-002-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-15 | EVT-049-002-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-20 | EVT-049-002-23 | buyer | renewal notice was acknowledged by procurement", + "2026-08-25 | EVT-049-002-24 | seller | economic buyer confirmed procurement timing", + "2026-08-30 | EVT-049-002-25 | buyer | security review remains seller-owned", + "2026-09-04 | EVT-049-002-26 | seller | champion requested a revised mutual action plan", + "2026-09-09 | EVT-049-002-27 | buyer | finance validation is complete but legal review is open", + "2026-09-14 | EVT-049-002-28 | seller | buyer explicitly paused the evaluation", + "2026-09-19 | EVT-049-002-29 | buyer | implementation capacity moved to the following quarter", + "2026-09-24 | EVT-049-002-30 | seller | competitive evaluation narrowed to two vendors", + "2026-09-29 | EVT-049-002-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-04 | EVT-049-002-32 | seller | economic buyer confirmed procurement timing", + "2026-10-09 | EVT-049-002-33 | buyer | security review remains seller-owned", + "2026-10-14 | EVT-049-002-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-02", + "authorized_system": "hubspot", + "authorized_record_id": "8004930001", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000003", + "reason": "SBP-049-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-10" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/003_sbp-049-03_01_inbound_leads.json b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/003_sbp-049-03_01_inbound_leads.json new file mode 100644 index 0000000000000000000000000000000000000000..061c403d15818c620140b4b718e5e7451f358766 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/003_sbp-049-03_01_inbound_leads.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 4556457, + "benchmark_company": "Mosaic Retail AI", + "close_date": "2026-11-01", + "industry": "retail technology", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Cobalt Networks", + "region": "North America", + "requester": "ABM Operations Director", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "OwnerId", + "authorized_record_id": "00QSB049000002", + "authorized_system": "salesforce", + "current_value": "00GQUEUE", + "deadline": "2026-09-11", + "decision_code": "CHG-049-03", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-049-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "required_value": "005SB000000004" + }, + "evidence": { + "events": [ + "2026-05-03 | EVT-049-003-1 | buyer | champion requested a revised mutual action plan", + "2026-05-08 | EVT-049-003-2 | seller | finance validation is complete but legal review is open", + "2026-05-13 | EVT-049-003-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-18 | EVT-049-003-4 | seller | implementation capacity moved to the following quarter", + "2026-05-23 | EVT-049-003-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-28 | EVT-049-003-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-02 | EVT-049-003-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-07 | EVT-049-003-8 | seller | security review remains seller-owned", + "2026-06-12 | EVT-049-003-9 | buyer | champion requested a revised mutual action plan", + "2026-06-17 | EVT-049-003-10 | seller | finance validation is complete but legal review is open", + "2026-06-22 | EVT-049-003-11 | buyer | buyer explicitly paused the evaluation", + "2026-06-27 | EVT-049-003-12 | seller | implementation capacity moved to the following quarter", + "2026-07-02 | EVT-049-003-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-07 | EVT-049-003-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-12 | EVT-049-003-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-17 | EVT-049-003-16 | seller | security review remains seller-owned", + "2026-07-22 | EVT-049-003-17 | buyer | champion requested a revised mutual action plan", + "2026-07-27 | EVT-049-003-18 | seller | finance validation is complete but legal review is open", + "2026-08-01 | EVT-049-003-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-06 | EVT-049-003-20 | seller | implementation capacity moved to the following quarter", + "2026-08-11 | EVT-049-003-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-16 | EVT-049-003-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-21 | EVT-049-003-23 | buyer | economic buyer confirmed procurement timing", + "2026-08-26 | EVT-049-003-24 | seller | security review remains seller-owned", + "2026-08-31 | EVT-049-003-25 | buyer | champion requested a revised mutual action plan", + "2026-09-05 | EVT-049-003-26 | seller | finance validation is complete but legal review is open", + "2026-09-10 | EVT-049-003-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-15 | EVT-049-003-28 | seller | implementation capacity moved to the following quarter", + "2026-09-20 | EVT-049-003-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-25 | EVT-049-003-30 | seller | renewal notice was acknowledged by procurement", + "2026-09-30 | EVT-049-003-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-05 | EVT-049-003-32 | seller | security review remains seller-owned", + "2026-10-10 | EVT-049-003-33 | buyer | champion requested a revised mutual action plan", + "2026-10-15 | EVT-049-003-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-049-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Networks", + "as_of": "2026-09-06", + "classification": "synthetic-confidential", + "folder": "01_inbound_leads", + "gong_evidence_id": "GE-049-03", + "hubspot_company_id": "8004910002", + "hubspot_deal_id": "8004920002", + "period": "2026-Q4", + "portfolio_key": "SBP-049-03", + "salesforce_account_id": "001SB049000002", + "salesforce_opportunity_id": "006SB049000002", + "source_version": "v4.3", + "task_id": "sb100-049-mosaic-intent-threshold" + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/004_sbp-049-04_01_inbound_leads.csv b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/004_sbp-049-04_01_inbound_leads.csv new file mode 100644 index 0000000000000000000000000000000000000000..3944bc5ffdb8ed2258bea39ad95b3525a90e7a87 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/004_sbp-049-04_01_inbound_leads.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-049-mosaic-intent-threshold""" +record_control,portfolio_key,"""SBP-049-04""" +record_control,account_name,"""Dovetail Labs""" +record_control,salesforce_account_id,"""001SB049000003""" +record_control,salesforce_opportunity_id,"""006SB049000003""" +record_control,hubspot_company_id,"""8004910003""" +record_control,hubspot_deal_id,"""8004920003""" +record_control,gong_evidence_id,"""GE-049-04""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-06""" +record_control,folder,"""01_inbound_leads""" +record_control,source_version,"""v1.4""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Mosaic Retail AI""" +business_context,portfolio_account,"""Dovetail Labs""" +business_context,industry,"""retail technology""" +business_context,region,"""North America""" +business_context,requester,"""ABM Operations Director""" +business_context,amount_usd,4693570 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-11-08""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-049-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-04 | EVT-049-004-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-09 | EVT-049-004-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-14 | EVT-049-004-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-19 | EVT-049-004-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-24 | EVT-049-004-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-29 | EVT-049-004-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-03 | EVT-049-004-7 | buyer | security review remains seller-owned"", ""2026-06-08 | EVT-049-004-8 | seller | champion requested a revised mutual action plan"", ""2026-06-13 | EVT-049-004-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-049-004-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-049-004-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-049-004-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-049-004-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-049-004-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-049-004-15 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-049-004-16 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-049-004-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-049-004-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-049-004-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-049-004-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-049-004-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-049-004-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-049-004-23 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-049-004-24 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-049-004-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-049-004-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-049-004-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-049-004-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-049-004-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-049-004-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-049-004-31 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-049-004-32 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-049-004-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-049-004-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-049-04""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8004930003""" +decision,authorized_field,"""hubspot_owner_id""" +decision,current_value,"""unassigned""" +decision,required_value,"""005SB000000005""" +decision,reason,"""SBP-049-04 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-12""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/005_sbp-049-05_01_inbound_leads.eml b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/005_sbp-049-05_01_inbound_leads.eml new file mode 100644 index 0000000000000000000000000000000000000000..5c4b991b23d72e58d46662a8a0408cc2a101b23e --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/005_sbp-049-05_01_inbound_leads.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-049-mosaic-intent-threshold.example +To: portfolio-review@sb100-049-mosaic-intent-threshold.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-049-05 / 01_inbound_leads +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-05", + "account_name": "Evergreen Industries", + "salesforce_account_id": "001SB049000004", + "salesforce_opportunity_id": "006SB049000004", + "hubspot_company_id": "8004910004", + "hubspot_deal_id": "8004920004", + "gong_evidence_id": "GE-049-05", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "01_inbound_leads", + "source_version": "v2.5", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Evergreen Industries", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4830683, + "stage": "Qualification", + "close_date": "2026-11-15", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-049-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-05 | EVT-049-005-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-10 | EVT-049-005-2 | seller | implementation capacity moved to the following quarter", + "2026-05-15 | EVT-049-005-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-20 | EVT-049-005-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-25 | EVT-049-005-5 | buyer | economic buyer confirmed procurement timing", + "2026-05-30 | EVT-049-005-6 | seller | security review remains seller-owned", + "2026-06-04 | EVT-049-005-7 | buyer | champion requested a revised mutual action plan", + "2026-06-09 | EVT-049-005-8 | seller | finance validation is complete but legal review is open", + "2026-06-14 | EVT-049-005-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-19 | EVT-049-005-10 | seller | implementation capacity moved to the following quarter", + "2026-06-24 | EVT-049-005-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-29 | EVT-049-005-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-04 | EVT-049-005-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-09 | EVT-049-005-14 | seller | security review remains seller-owned", + "2026-07-14 | EVT-049-005-15 | buyer | champion requested a revised mutual action plan", + "2026-07-19 | EVT-049-005-16 | seller | finance validation is complete but legal review is open", + "2026-07-24 | EVT-049-005-17 | buyer | buyer explicitly paused the evaluation", + "2026-07-29 | EVT-049-005-18 | seller | implementation capacity moved to the following quarter", + "2026-08-03 | EVT-049-005-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-08 | EVT-049-005-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-13 | EVT-049-005-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-18 | EVT-049-005-22 | seller | security review remains seller-owned", + "2026-08-23 | EVT-049-005-23 | buyer | champion requested a revised mutual action plan", + "2026-08-28 | EVT-049-005-24 | seller | finance validation is complete but legal review is open", + "2026-09-02 | EVT-049-005-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-07 | EVT-049-005-26 | seller | implementation capacity moved to the following quarter", + "2026-09-12 | EVT-049-005-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-17 | EVT-049-005-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-22 | EVT-049-005-29 | buyer | economic buyer confirmed procurement timing", + "2026-09-27 | EVT-049-005-30 | seller | security review remains seller-owned", + "2026-10-02 | EVT-049-005-31 | buyer | champion requested a revised mutual action plan", + "2026-10-07 | EVT-049-005-32 | seller | finance validation is complete but legal review is open", + "2026-10-12 | EVT-049-005-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-17 | EVT-049-005-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-05", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-13" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/006_sbp-049-06_01_inbound_leads.xml b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/006_sbp-049-06_01_inbound_leads.xml new file mode 100644 index 0000000000000000000000000000000000000000..bad8290f9b18593e709de8fb2854ecf39a922744 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/006_sbp-049-06_01_inbound_leads.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/007_sbp-049-07_01_inbound_leads.html b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/007_sbp-049-07_01_inbound_leads.html new file mode 100644 index 0000000000000000000000000000000000000000..8597429ae5d80101f08adfe5c7562c6a542004dd --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/007_sbp-049-07_01_inbound_leads.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-049-mosaic-intent-threshold",
+    "portfolio_key": "SBP-049-07",
+    "account_name": "Granite Works",
+    "salesforce_account_id": "001SB049000006",
+    "salesforce_opportunity_id": "006SB049000006",
+    "hubspot_company_id": "8004910006",
+    "hubspot_deal_id": "8004920006",
+    "gong_evidence_id": "GE-049-07",
+    "period": "2026-Q4",
+    "as_of": "2026-09-06",
+    "folder": "01_inbound_leads",
+    "source_version": "v4.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Mosaic Retail AI",
+    "portfolio_account": "Granite Works",
+    "industry": "retail technology",
+    "region": "North America",
+    "requester": "ABM Operations Director",
+    "amount_usd": 404909,
+    "stage": "Qualification",
+    "close_date": "2026-11-29",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-049-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-07 | EVT-049-007-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-12 | EVT-049-007-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-17 | EVT-049-007-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-22 | EVT-049-007-4 | seller | security review remains seller-owned",
+      "2026-05-27 | EVT-049-007-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-01 | EVT-049-007-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-06 | EVT-049-007-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-11 | EVT-049-007-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-16 | EVT-049-007-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-049-007-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-049-007-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-049-007-12 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-049-007-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-049-007-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-049-007-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-049-007-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-049-007-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-049-007-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-049-007-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-049-007-20 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-049-007-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-049-007-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-049-007-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-049-007-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-049-007-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-049-007-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-049-007-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-049-007-28 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-049-007-29 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-049-007-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-049-007-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-049-007-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-049-007-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-049-007-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-049-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB049000006",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-049-07 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/008_sbp-049-08_01_inbound_leads.md b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/008_sbp-049-08_01_inbound_leads.md new file mode 100644 index 0000000000000000000000000000000000000000..46008ad079e304a00061e11b0c68b21ad9841171 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/01_inbound_leads/008_sbp-049-08_01_inbound_leads.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-08", + "account_name": "Harbor Technologies", + "salesforce_account_id": "001SB049000007", + "salesforce_opportunity_id": "006SB049000007", + "hubspot_company_id": "8004910007", + "hubspot_deal_id": "8004920007", + "gong_evidence_id": "GE-049-08", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "01_inbound_leads", + "source_version": "v1.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Harbor Technologies", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 542022, + "stage": "Proposal", + "close_date": "2026-12-06", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-049-08 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-08 | EVT-049-008-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-13 | EVT-049-008-2 | seller | economic buyer confirmed procurement timing", + "2026-05-18 | EVT-049-008-3 | buyer | security review remains seller-owned", + "2026-05-23 | EVT-049-008-4 | seller | champion requested a revised mutual action plan", + "2026-05-28 | EVT-049-008-5 | buyer | finance validation is complete but legal review is open", + "2026-06-02 | EVT-049-008-6 | seller | buyer explicitly paused the evaluation", + "2026-06-07 | EVT-049-008-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-12 | EVT-049-008-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-17 | EVT-049-008-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-22 | EVT-049-008-10 | seller | economic buyer confirmed procurement timing", + "2026-06-27 | EVT-049-008-11 | buyer | security review remains seller-owned", + "2026-07-02 | EVT-049-008-12 | seller | champion requested a revised mutual action plan", + "2026-07-07 | EVT-049-008-13 | buyer | finance validation is complete but legal review is open", + "2026-07-12 | EVT-049-008-14 | seller | buyer explicitly paused the evaluation", + "2026-07-17 | EVT-049-008-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-22 | EVT-049-008-16 | seller | competitive evaluation narrowed to two vendors", + "2026-07-27 | EVT-049-008-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-01 | EVT-049-008-18 | seller | economic buyer confirmed procurement timing", + "2026-08-06 | EVT-049-008-19 | buyer | security review remains seller-owned", + "2026-08-11 | EVT-049-008-20 | seller | champion requested a revised mutual action plan", + "2026-08-16 | EVT-049-008-21 | buyer | finance validation is complete but legal review is open", + "2026-08-21 | EVT-049-008-22 | seller | buyer explicitly paused the evaluation", + "2026-08-26 | EVT-049-008-23 | buyer | implementation capacity moved to the following quarter", + "2026-08-31 | EVT-049-008-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-05 | EVT-049-008-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-10 | EVT-049-008-26 | seller | economic buyer confirmed procurement timing", + "2026-09-15 | EVT-049-008-27 | buyer | security review remains seller-owned", + "2026-09-20 | EVT-049-008-28 | seller | champion requested a revised mutual action plan", + "2026-09-25 | EVT-049-008-29 | buyer | finance validation is complete but legal review is open", + "2026-09-30 | EVT-049-008-30 | seller | buyer explicitly paused the evaluation", + "2026-10-05 | EVT-049-008-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-10 | EVT-049-008-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-15 | EVT-049-008-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-20 | EVT-049-008-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-08", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Maya Chen", + "deadline": "2026-09-10" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/009_sbp-049-09_02_hubspot_contacts.md b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/009_sbp-049-09_02_hubspot_contacts.md new file mode 100644 index 0000000000000000000000000000000000000000..23a484c1da12efe094948bb4fbac4c23a1f16fb1 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/009_sbp-049-09_02_hubspot_contacts.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-09", + "account_name": "Indigo Services", + "salesforce_account_id": "001SB049000008", + "salesforce_opportunity_id": "006SB049000008", + "hubspot_company_id": "8004910008", + "hubspot_deal_id": "8004920008", + "gong_evidence_id": "GE-049-09", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "02_hubspot_contacts", + "source_version": "v2.0", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Indigo Services", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 679135, + "stage": "Qualification", + "close_date": "2026-12-13", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-049-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-09 | EVT-049-009-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-14 | EVT-049-009-2 | seller | security review remains seller-owned", + "2026-05-19 | EVT-049-009-3 | buyer | champion requested a revised mutual action plan", + "2026-05-24 | EVT-049-009-4 | seller | finance validation is complete but legal review is open", + "2026-05-29 | EVT-049-009-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-03 | EVT-049-009-6 | seller | implementation capacity moved to the following quarter", + "2026-06-08 | EVT-049-009-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-13 | EVT-049-009-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-18 | EVT-049-009-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-23 | EVT-049-009-10 | seller | security review remains seller-owned", + "2026-06-28 | EVT-049-009-11 | buyer | champion requested a revised mutual action plan", + "2026-07-03 | EVT-049-009-12 | seller | finance validation is complete but legal review is open", + "2026-07-08 | EVT-049-009-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-13 | EVT-049-009-14 | seller | implementation capacity moved to the following quarter", + "2026-07-18 | EVT-049-009-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-23 | EVT-049-009-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-28 | EVT-049-009-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-02 | EVT-049-009-18 | seller | security review remains seller-owned", + "2026-08-07 | EVT-049-009-19 | buyer | champion requested a revised mutual action plan", + "2026-08-12 | EVT-049-009-20 | seller | finance validation is complete but legal review is open", + "2026-08-17 | EVT-049-009-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-22 | EVT-049-009-22 | seller | implementation capacity moved to the following quarter", + "2026-08-27 | EVT-049-009-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-01 | EVT-049-009-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-06 | EVT-049-009-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-11 | EVT-049-009-26 | seller | security review remains seller-owned", + "2026-09-16 | EVT-049-009-27 | buyer | champion requested a revised mutual action plan", + "2026-09-21 | EVT-049-009-28 | seller | finance validation is complete but legal review is open", + "2026-09-26 | EVT-049-009-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-01 | EVT-049-009-30 | seller | implementation capacity moved to the following quarter", + "2026-10-06 | EVT-049-009-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-11 | EVT-049-009-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-16 | EVT-049-009-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-21 | EVT-049-009-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-06", + "authorized_system": "hubspot", + "authorized_record_id": "8004930008", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000002", + "reason": "SBP-049-09 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-11" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/010_sbp-049-10_02_hubspot_contacts.txt b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/010_sbp-049-10_02_hubspot_contacts.txt new file mode 100644 index 0000000000000000000000000000000000000000..6f23124219190fa61a84ff38d18b5eb74c3fe9f4 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/010_sbp-049-10_02_hubspot_contacts.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-10", + "account_name": "Juniper Ventures", + "salesforce_account_id": "001SB049000009", + "salesforce_opportunity_id": "006SB049000009", + "hubspot_company_id": "8004910009", + "hubspot_deal_id": "8004920009", + "gong_evidence_id": "GE-049-10", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "02_hubspot_contacts", + "source_version": "v3.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Juniper Ventures", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 816248, + "stage": "Proposal", + "close_date": "2026-09-03", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-049-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-10 | EVT-049-010-1 | buyer | security review remains seller-owned", + "2026-05-15 | EVT-049-010-2 | seller | champion requested a revised mutual action plan", + "2026-05-20 | EVT-049-010-3 | buyer | finance validation is complete but legal review is open", + "2026-05-25 | EVT-049-010-4 | seller | buyer explicitly paused the evaluation", + "2026-05-30 | EVT-049-010-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-04 | EVT-049-010-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-09 | EVT-049-010-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-14 | EVT-049-010-8 | seller | economic buyer confirmed procurement timing", + "2026-06-19 | EVT-049-010-9 | buyer | security review remains seller-owned", + "2026-06-24 | EVT-049-010-10 | seller | champion requested a revised mutual action plan", + "2026-06-29 | EVT-049-010-11 | buyer | finance validation is complete but legal review is open", + "2026-07-04 | EVT-049-010-12 | seller | buyer explicitly paused the evaluation", + "2026-07-09 | EVT-049-010-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-14 | EVT-049-010-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-19 | EVT-049-010-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-24 | EVT-049-010-16 | seller | economic buyer confirmed procurement timing", + "2026-07-29 | EVT-049-010-17 | buyer | security review remains seller-owned", + "2026-08-03 | EVT-049-010-18 | seller | champion requested a revised mutual action plan", + "2026-08-08 | EVT-049-010-19 | buyer | finance validation is complete but legal review is open", + "2026-08-13 | EVT-049-010-20 | seller | buyer explicitly paused the evaluation", + "2026-08-18 | EVT-049-010-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-23 | EVT-049-010-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-28 | EVT-049-010-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-02 | EVT-049-010-24 | seller | economic buyer confirmed procurement timing", + "2026-09-07 | EVT-049-010-25 | buyer | security review remains seller-owned", + "2026-09-12 | EVT-049-010-26 | seller | champion requested a revised mutual action plan", + "2026-09-17 | EVT-049-010-27 | buyer | finance validation is complete but legal review is open", + "2026-09-22 | EVT-049-010-28 | seller | buyer explicitly paused the evaluation", + "2026-09-27 | EVT-049-010-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-02 | EVT-049-010-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-07 | EVT-049-010-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-12 | EVT-049-010-32 | seller | economic buyer confirmed procurement timing", + "2026-10-17 | EVT-049-010-33 | buyer | security review remains seller-owned", + "2026-10-22 | EVT-049-010-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-07", + "authorized_system": "salesforce", + "authorized_record_id": "00QSB049000009", + "authorized_field": "OwnerId", + "current_value": "00GQUEUE", + "required_value": "005SB000000003", + "reason": "SBP-049-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/011_sbp-049-11_02_hubspot_contacts.json b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/011_sbp-049-11_02_hubspot_contacts.json new file mode 100644 index 0000000000000000000000000000000000000000..afa34eddbbf188857e286e4538a153b1ccb08a13 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/011_sbp-049-11_02_hubspot_contacts.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 953361, + "benchmark_company": "Mosaic Retail AI", + "close_date": "2026-09-10", + "industry": "retail technology", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Keystone Enterprises", + "region": "North America", + "requester": "ABM Operations Director", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "hubspot_owner_id", + "authorized_record_id": "8004930010", + "authorized_system": "hubspot", + "current_value": "unassigned", + "deadline": "2026-09-13", + "decision_code": "CHG-049-08", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-049-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "required_value": "005SB000000004" + }, + "evidence": { + "events": [ + "2026-05-11 | EVT-049-011-1 | buyer | champion requested a revised mutual action plan", + "2026-05-16 | EVT-049-011-2 | seller | finance validation is complete but legal review is open", + "2026-05-21 | EVT-049-011-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-26 | EVT-049-011-4 | seller | implementation capacity moved to the following quarter", + "2026-05-31 | EVT-049-011-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-05 | EVT-049-011-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-10 | EVT-049-011-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-15 | EVT-049-011-8 | seller | security review remains seller-owned", + "2026-06-20 | EVT-049-011-9 | buyer | champion requested a revised mutual action plan", + "2026-06-25 | EVT-049-011-10 | seller | finance validation is complete but legal review is open", + "2026-06-30 | EVT-049-011-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-05 | EVT-049-011-12 | seller | implementation capacity moved to the following quarter", + "2026-07-10 | EVT-049-011-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-15 | EVT-049-011-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-20 | EVT-049-011-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-25 | EVT-049-011-16 | seller | security review remains seller-owned", + "2026-07-30 | EVT-049-011-17 | buyer | champion requested a revised mutual action plan", + "2026-08-04 | EVT-049-011-18 | seller | finance validation is complete but legal review is open", + "2026-08-09 | EVT-049-011-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-14 | EVT-049-011-20 | seller | implementation capacity moved to the following quarter", + "2026-08-19 | EVT-049-011-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-24 | EVT-049-011-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-29 | EVT-049-011-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-03 | EVT-049-011-24 | seller | security review remains seller-owned", + "2026-09-08 | EVT-049-011-25 | buyer | champion requested a revised mutual action plan", + "2026-09-13 | EVT-049-011-26 | seller | finance validation is complete but legal review is open", + "2026-09-18 | EVT-049-011-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-23 | EVT-049-011-28 | seller | implementation capacity moved to the following quarter", + "2026-09-28 | EVT-049-011-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-03 | EVT-049-011-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-08 | EVT-049-011-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-13 | EVT-049-011-32 | seller | security review remains seller-owned", + "2026-10-18 | EVT-049-011-33 | buyer | champion requested a revised mutual action plan", + "2026-10-23 | EVT-049-011-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-049-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Enterprises", + "as_of": "2026-09-06", + "classification": "synthetic-confidential", + "folder": "02_hubspot_contacts", + "gong_evidence_id": "GE-049-11", + "hubspot_company_id": "8004910010", + "hubspot_deal_id": "8004920010", + "period": "2026-Q4", + "portfolio_key": "SBP-049-11", + "salesforce_account_id": "001SB049000010", + "salesforce_opportunity_id": "006SB049000010", + "source_version": "v4.2", + "task_id": "sb100-049-mosaic-intent-threshold" + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/012_sbp-049-12_02_hubspot_contacts.csv b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/012_sbp-049-12_02_hubspot_contacts.csv new file mode 100644 index 0000000000000000000000000000000000000000..9e71aabaf25a42f25332c95f30d6aaf94d1284de --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/012_sbp-049-12_02_hubspot_contacts.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-049-mosaic-intent-threshold""" +record_control,portfolio_key,"""SBP-049-12""" +record_control,account_name,"""Lantern Cooperative""" +record_control,salesforce_account_id,"""001SB049000011""" +record_control,salesforce_opportunity_id,"""006SB049000011""" +record_control,hubspot_company_id,"""8004910011""" +record_control,hubspot_deal_id,"""8004920011""" +record_control,gong_evidence_id,"""GE-049-12""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-06""" +record_control,folder,"""02_hubspot_contacts""" +record_control,source_version,"""v1.3""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Mosaic Retail AI""" +business_context,portfolio_account,"""Lantern Cooperative""" +business_context,industry,"""retail technology""" +business_context,region,"""North America""" +business_context,requester,"""ABM Operations Director""" +business_context,amount_usd,1090474 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-09-17""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-049-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-12 | EVT-049-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-17 | EVT-049-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-22 | EVT-049-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-27 | EVT-049-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-01 | EVT-049-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-06 | EVT-049-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-11 | EVT-049-012-7 | buyer | security review remains seller-owned"", ""2026-06-16 | EVT-049-012-8 | seller | champion requested a revised mutual action plan"", ""2026-06-21 | EVT-049-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-26 | EVT-049-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-01 | EVT-049-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-06 | EVT-049-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-11 | EVT-049-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-16 | EVT-049-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-21 | EVT-049-012-15 | buyer | security review remains seller-owned"", ""2026-07-26 | EVT-049-012-16 | seller | champion requested a revised mutual action plan"", ""2026-07-31 | EVT-049-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-05 | EVT-049-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-10 | EVT-049-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-15 | EVT-049-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-20 | EVT-049-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-25 | EVT-049-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-30 | EVT-049-012-23 | buyer | security review remains seller-owned"", ""2026-09-04 | EVT-049-012-24 | seller | champion requested a revised mutual action plan"", ""2026-09-09 | EVT-049-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-14 | EVT-049-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-19 | EVT-049-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-24 | EVT-049-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-29 | EVT-049-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-04 | EVT-049-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-09 | EVT-049-012-31 | buyer | security review remains seller-owned"", ""2026-10-14 | EVT-049-012-32 | seller | champion requested a revised mutual action plan"", ""2026-10-19 | EVT-049-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-24 | EVT-049-012-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-049-09""" +decision,authorized_system,"""salesforce""" +decision,authorized_record_id,"""00QSB049000011""" +decision,authorized_field,"""OwnerId""" +decision,current_value,"""00GQUEUE""" +decision,required_value,"""005SB000000005""" +decision,reason,"""SBP-049-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-14""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/013_sbp-049-13_02_hubspot_contacts.eml b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/013_sbp-049-13_02_hubspot_contacts.eml new file mode 100644 index 0000000000000000000000000000000000000000..74d867f30b06e91518c313c69a44937a50473d03 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/013_sbp-049-13_02_hubspot_contacts.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-049-mosaic-intent-threshold.example +To: portfolio-review@sb100-049-mosaic-intent-threshold.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-049-13 / 02_hubspot_contacts +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-13", + "account_name": "Meridian Platform", + "salesforce_account_id": "001SB049000012", + "salesforce_opportunity_id": "006SB049000012", + "hubspot_company_id": "8004910012", + "hubspot_deal_id": "8004920012", + "gong_evidence_id": "GE-049-13", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "02_hubspot_contacts", + "source_version": "v2.4", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Meridian Platform", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 1227587, + "stage": "Qualification", + "close_date": "2026-09-24", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-049-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-13 | EVT-049-013-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-18 | EVT-049-013-2 | seller | implementation capacity moved to the following quarter", + "2026-05-23 | EVT-049-013-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-28 | EVT-049-013-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-02 | EVT-049-013-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-07 | EVT-049-013-6 | seller | security review remains seller-owned", + "2026-06-12 | EVT-049-013-7 | buyer | champion requested a revised mutual action plan", + "2026-06-17 | EVT-049-013-8 | seller | finance validation is complete but legal review is open", + "2026-06-22 | EVT-049-013-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-27 | EVT-049-013-10 | seller | implementation capacity moved to the following quarter", + "2026-07-02 | EVT-049-013-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-07 | EVT-049-013-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-12 | EVT-049-013-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-17 | EVT-049-013-14 | seller | security review remains seller-owned", + "2026-07-22 | EVT-049-013-15 | buyer | champion requested a revised mutual action plan", + "2026-07-27 | EVT-049-013-16 | seller | finance validation is complete but legal review is open", + "2026-08-01 | EVT-049-013-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-06 | EVT-049-013-18 | seller | implementation capacity moved to the following quarter", + "2026-08-11 | EVT-049-013-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-16 | EVT-049-013-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-21 | EVT-049-013-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-26 | EVT-049-013-22 | seller | security review remains seller-owned", + "2026-08-31 | EVT-049-013-23 | buyer | champion requested a revised mutual action plan", + "2026-09-05 | EVT-049-013-24 | seller | finance validation is complete but legal review is open", + "2026-09-10 | EVT-049-013-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-15 | EVT-049-013-26 | seller | implementation capacity moved to the following quarter", + "2026-09-20 | EVT-049-013-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-25 | EVT-049-013-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-30 | EVT-049-013-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-05 | EVT-049-013-30 | seller | security review remains seller-owned", + "2026-10-10 | EVT-049-013-31 | buyer | champion requested a revised mutual action plan", + "2026-10-15 | EVT-049-013-32 | seller | finance validation is complete but legal review is open", + "2026-10-20 | EVT-049-013-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-25 | EVT-049-013-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/014_sbp-049-14_02_hubspot_contacts.xml b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/014_sbp-049-14_02_hubspot_contacts.xml new file mode 100644 index 0000000000000000000000000000000000000000..cfa548cd92163cb347a158eb63be9e4441905841 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/014_sbp-049-14_02_hubspot_contacts.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/015_sbp-049-15_02_hubspot_contacts.html b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/015_sbp-049-15_02_hubspot_contacts.html new file mode 100644 index 0000000000000000000000000000000000000000..722d4d04b66599cfb4c664e009d9f32181aa4579 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/015_sbp-049-15_02_hubspot_contacts.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-049-mosaic-intent-threshold",
+    "portfolio_key": "SBP-049-15",
+    "account_name": "Orchard Group",
+    "salesforce_account_id": "001SB049000014",
+    "salesforce_opportunity_id": "006SB049000014",
+    "hubspot_company_id": "8004910014",
+    "hubspot_deal_id": "8004920014",
+    "gong_evidence_id": "GE-049-15",
+    "period": "2026-Q4",
+    "as_of": "2026-09-06",
+    "folder": "02_hubspot_contacts",
+    "source_version": "v4.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Mosaic Retail AI",
+    "portfolio_account": "Orchard Group",
+    "industry": "retail technology",
+    "region": "North America",
+    "requester": "ABM Operations Director",
+    "amount_usd": 1501813,
+    "stage": "Qualification",
+    "close_date": "2026-10-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-049-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-15 | EVT-049-015-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-20 | EVT-049-015-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-25 | EVT-049-015-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-30 | EVT-049-015-4 | seller | security review remains seller-owned",
+      "2026-06-04 | EVT-049-015-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-09 | EVT-049-015-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-14 | EVT-049-015-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-19 | EVT-049-015-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-24 | EVT-049-015-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-29 | EVT-049-015-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-04 | EVT-049-015-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-09 | EVT-049-015-12 | seller | security review remains seller-owned",
+      "2026-07-14 | EVT-049-015-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-19 | EVT-049-015-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-24 | EVT-049-015-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-29 | EVT-049-015-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-03 | EVT-049-015-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-08 | EVT-049-015-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-13 | EVT-049-015-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-18 | EVT-049-015-20 | seller | security review remains seller-owned",
+      "2026-08-23 | EVT-049-015-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-28 | EVT-049-015-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-02 | EVT-049-015-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-07 | EVT-049-015-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-12 | EVT-049-015-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-17 | EVT-049-015-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-22 | EVT-049-015-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-27 | EVT-049-015-28 | seller | security review remains seller-owned",
+      "2026-10-02 | EVT-049-015-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-07 | EVT-049-015-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-12 | EVT-049-015-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-17 | EVT-049-015-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-22 | EVT-049-015-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-27 | EVT-049-015-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-049-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB049000014",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-049-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-11"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/016_sbp-049-16_02_hubspot_contacts.md b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/016_sbp-049-16_02_hubspot_contacts.md new file mode 100644 index 0000000000000000000000000000000000000000..e805b13f7ff7658fe74d6fe601d4a79a20f8ed00 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/02_hubspot_contacts/016_sbp-049-16_02_hubspot_contacts.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-16", + "account_name": "Palisade Holdings", + "salesforce_account_id": "001SB049000015", + "salesforce_opportunity_id": "006SB049000015", + "hubspot_company_id": "8004910015", + "hubspot_deal_id": "8004920015", + "gong_evidence_id": "GE-049-16", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "02_hubspot_contacts", + "source_version": "v1.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Palisade Holdings", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 1638926, + "stage": "Proposal", + "close_date": "2026-10-15", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-049-16 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-16 | EVT-049-016-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-21 | EVT-049-016-2 | seller | economic buyer confirmed procurement timing", + "2026-05-26 | EVT-049-016-3 | buyer | security review remains seller-owned", + "2026-05-31 | EVT-049-016-4 | seller | champion requested a revised mutual action plan", + "2026-06-05 | EVT-049-016-5 | buyer | finance validation is complete but legal review is open", + "2026-06-10 | EVT-049-016-6 | seller | buyer explicitly paused the evaluation", + "2026-06-15 | EVT-049-016-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-20 | EVT-049-016-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-25 | EVT-049-016-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-30 | EVT-049-016-10 | seller | economic buyer confirmed procurement timing", + "2026-07-05 | EVT-049-016-11 | buyer | security review remains seller-owned", + "2026-07-10 | EVT-049-016-12 | seller | champion requested a revised mutual action plan", + "2026-07-15 | EVT-049-016-13 | buyer | finance validation is complete but legal review is open", + "2026-07-20 | EVT-049-016-14 | seller | buyer explicitly paused the evaluation", + "2026-07-25 | EVT-049-016-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-30 | EVT-049-016-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-04 | EVT-049-016-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-09 | EVT-049-016-18 | seller | economic buyer confirmed procurement timing", + "2026-08-14 | EVT-049-016-19 | buyer | security review remains seller-owned", + "2026-08-19 | EVT-049-016-20 | seller | champion requested a revised mutual action plan", + "2026-08-24 | EVT-049-016-21 | buyer | finance validation is complete but legal review is open", + "2026-08-29 | EVT-049-016-22 | seller | buyer explicitly paused the evaluation", + "2026-09-03 | EVT-049-016-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-08 | EVT-049-016-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-13 | EVT-049-016-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-18 | EVT-049-016-26 | seller | economic buyer confirmed procurement timing", + "2026-09-23 | EVT-049-016-27 | buyer | security review remains seller-owned", + "2026-09-28 | EVT-049-016-28 | seller | champion requested a revised mutual action plan", + "2026-10-03 | EVT-049-016-29 | buyer | finance validation is complete but legal review is open", + "2026-10-08 | EVT-049-016-30 | seller | buyer explicitly paused the evaluation", + "2026-10-13 | EVT-049-016-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-18 | EVT-049-016-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-23 | EVT-049-016-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-28 | EVT-049-016-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-12", + "authorized_system": "hubspot", + "authorized_record_id": "8004930015", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000001", + "reason": "SBP-049-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/017_sbp-049-01_03_salesforce_leads.md b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/017_sbp-049-01_03_salesforce_leads.md new file mode 100644 index 0000000000000000000000000000000000000000..e61e94713ccc6a84ed528078bf0d92c5c936c1f3 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/017_sbp-049-01_03_salesforce_leads.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-01", + "account_name": "Alder Systems", + "salesforce_account_id": "001SB049000000", + "salesforce_opportunity_id": "006SB049000000", + "hubspot_company_id": "8004910000", + "hubspot_deal_id": "8004920000", + "gong_evidence_id": "GE-049-01", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "03_salesforce_leads", + "source_version": "v2.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Alder Systems", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4282231, + "stage": "Qualification", + "close_date": "2026-10-18", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-049-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-17 | EVT-049-017-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-22 | EVT-049-017-2 | seller | security review remains seller-owned", + "2026-05-27 | EVT-049-017-3 | buyer | champion requested a revised mutual action plan", + "2026-06-01 | EVT-049-017-4 | seller | finance validation is complete but legal review is open", + "2026-06-06 | EVT-049-017-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-11 | EVT-049-017-6 | seller | implementation capacity moved to the following quarter", + "2026-06-16 | EVT-049-017-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-21 | EVT-049-017-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-26 | EVT-049-017-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-01 | EVT-049-017-10 | seller | security review remains seller-owned", + "2026-07-06 | EVT-049-017-11 | buyer | champion requested a revised mutual action plan", + "2026-07-11 | EVT-049-017-12 | seller | finance validation is complete but legal review is open", + "2026-07-16 | EVT-049-017-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-21 | EVT-049-017-14 | seller | implementation capacity moved to the following quarter", + "2026-07-26 | EVT-049-017-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-31 | EVT-049-017-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-05 | EVT-049-017-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-10 | EVT-049-017-18 | seller | security review remains seller-owned", + "2026-08-15 | EVT-049-017-19 | buyer | champion requested a revised mutual action plan", + "2026-08-20 | EVT-049-017-20 | seller | finance validation is complete but legal review is open", + "2026-08-25 | EVT-049-017-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-30 | EVT-049-017-22 | seller | implementation capacity moved to the following quarter", + "2026-09-04 | EVT-049-017-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-09 | EVT-049-017-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-14 | EVT-049-017-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-19 | EVT-049-017-26 | seller | security review remains seller-owned", + "2026-09-24 | EVT-049-017-27 | buyer | champion requested a revised mutual action plan", + "2026-09-29 | EVT-049-017-28 | seller | finance validation is complete but legal review is open", + "2026-10-04 | EVT-049-017-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-09 | EVT-049-017-30 | seller | implementation capacity moved to the following quarter", + "2026-10-14 | EVT-049-017-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-19 | EVT-049-017-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-24 | EVT-049-017-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-29 | EVT-049-017-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-01", + "authorized_system": "salesforce", + "authorized_record_id": "00QSB049000000", + "authorized_field": "OwnerId", + "current_value": "00GQUEUE", + "required_value": "005SB000000002", + "reason": "SBP-049-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/018_sbp-049-02_03_salesforce_leads.txt b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/018_sbp-049-02_03_salesforce_leads.txt new file mode 100644 index 0000000000000000000000000000000000000000..2a7b08ea28baaf36e7af442b8c0461c28c65dfe7 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/018_sbp-049-02_03_salesforce_leads.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-02", + "account_name": "Beacon Partners", + "salesforce_account_id": "001SB049000001", + "salesforce_opportunity_id": "006SB049000001", + "hubspot_company_id": "8004910001", + "hubspot_deal_id": "8004920001", + "gong_evidence_id": "GE-049-02", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "03_salesforce_leads", + "source_version": "v3.0", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Beacon Partners", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4419344, + "stage": "Proposal", + "close_date": "2026-10-25", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-049-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-18 | EVT-049-018-1 | buyer | security review remains seller-owned", + "2026-05-23 | EVT-049-018-2 | seller | champion requested a revised mutual action plan", + "2026-05-28 | EVT-049-018-3 | buyer | finance validation is complete but legal review is open", + "2026-06-02 | EVT-049-018-4 | seller | buyer explicitly paused the evaluation", + "2026-06-07 | EVT-049-018-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-12 | EVT-049-018-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-17 | EVT-049-018-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-22 | EVT-049-018-8 | seller | economic buyer confirmed procurement timing", + "2026-06-27 | EVT-049-018-9 | buyer | security review remains seller-owned", + "2026-07-02 | EVT-049-018-10 | seller | champion requested a revised mutual action plan", + "2026-07-07 | EVT-049-018-11 | buyer | finance validation is complete but legal review is open", + "2026-07-12 | EVT-049-018-12 | seller | buyer explicitly paused the evaluation", + "2026-07-17 | EVT-049-018-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-22 | EVT-049-018-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-27 | EVT-049-018-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-01 | EVT-049-018-16 | seller | economic buyer confirmed procurement timing", + "2026-08-06 | EVT-049-018-17 | buyer | security review remains seller-owned", + "2026-08-11 | EVT-049-018-18 | seller | champion requested a revised mutual action plan", + "2026-08-16 | EVT-049-018-19 | buyer | finance validation is complete but legal review is open", + "2026-08-21 | EVT-049-018-20 | seller | buyer explicitly paused the evaluation", + "2026-08-26 | EVT-049-018-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-31 | EVT-049-018-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-05 | EVT-049-018-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-10 | EVT-049-018-24 | seller | economic buyer confirmed procurement timing", + "2026-09-15 | EVT-049-018-25 | buyer | security review remains seller-owned", + "2026-09-20 | EVT-049-018-26 | seller | champion requested a revised mutual action plan", + "2026-09-25 | EVT-049-018-27 | buyer | finance validation is complete but legal review is open", + "2026-09-30 | EVT-049-018-28 | seller | buyer explicitly paused the evaluation", + "2026-10-05 | EVT-049-018-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-10 | EVT-049-018-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-15 | EVT-049-018-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-20 | EVT-049-018-32 | seller | economic buyer confirmed procurement timing", + "2026-10-25 | EVT-049-018-33 | buyer | security review remains seller-owned", + "2026-10-30 | EVT-049-018-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-02", + "authorized_system": "hubspot", + "authorized_record_id": "8004930001", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000003", + "reason": "SBP-049-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-10" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/019_sbp-049-03_03_salesforce_leads.json b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/019_sbp-049-03_03_salesforce_leads.json new file mode 100644 index 0000000000000000000000000000000000000000..0e3b8aba7c5791389e9f06a9d06d38482ade35f7 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/019_sbp-049-03_03_salesforce_leads.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 4556457, + "benchmark_company": "Mosaic Retail AI", + "close_date": "2026-11-01", + "industry": "retail technology", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Cobalt Networks", + "region": "North America", + "requester": "ABM Operations Director", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "OwnerId", + "authorized_record_id": "00QSB049000002", + "authorized_system": "salesforce", + "current_value": "00GQUEUE", + "deadline": "2026-09-11", + "decision_code": "CHG-049-03", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-049-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "required_value": "005SB000000004" + }, + "evidence": { + "events": [ + "2026-05-19 | EVT-049-019-1 | buyer | champion requested a revised mutual action plan", + "2026-05-24 | EVT-049-019-2 | seller | finance validation is complete but legal review is open", + "2026-05-29 | EVT-049-019-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-03 | EVT-049-019-4 | seller | implementation capacity moved to the following quarter", + "2026-06-08 | EVT-049-019-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-13 | EVT-049-019-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-18 | EVT-049-019-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-23 | EVT-049-019-8 | seller | security review remains seller-owned", + "2026-06-28 | EVT-049-019-9 | buyer | champion requested a revised mutual action plan", + "2026-07-03 | EVT-049-019-10 | seller | finance validation is complete but legal review is open", + "2026-07-08 | EVT-049-019-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-13 | EVT-049-019-12 | seller | implementation capacity moved to the following quarter", + "2026-07-18 | EVT-049-019-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-23 | EVT-049-019-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-28 | EVT-049-019-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-02 | EVT-049-019-16 | seller | security review remains seller-owned", + "2026-08-07 | EVT-049-019-17 | buyer | champion requested a revised mutual action plan", + "2026-08-12 | EVT-049-019-18 | seller | finance validation is complete but legal review is open", + "2026-08-17 | EVT-049-019-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-22 | EVT-049-019-20 | seller | implementation capacity moved to the following quarter", + "2026-08-27 | EVT-049-019-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-01 | EVT-049-019-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-06 | EVT-049-019-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-11 | EVT-049-019-24 | seller | security review remains seller-owned", + "2026-09-16 | EVT-049-019-25 | buyer | champion requested a revised mutual action plan", + "2026-09-21 | EVT-049-019-26 | seller | finance validation is complete but legal review is open", + "2026-09-26 | EVT-049-019-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-01 | EVT-049-019-28 | seller | implementation capacity moved to the following quarter", + "2026-10-06 | EVT-049-019-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-11 | EVT-049-019-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-16 | EVT-049-019-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-21 | EVT-049-019-32 | seller | security review remains seller-owned", + "2026-10-26 | EVT-049-019-33 | buyer | champion requested a revised mutual action plan", + "2026-10-31 | EVT-049-019-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-049-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Networks", + "as_of": "2026-09-06", + "classification": "synthetic-confidential", + "folder": "03_salesforce_leads", + "gong_evidence_id": "GE-049-03", + "hubspot_company_id": "8004910002", + "hubspot_deal_id": "8004920002", + "period": "2026-Q4", + "portfolio_key": "SBP-049-03", + "salesforce_account_id": "001SB049000002", + "salesforce_opportunity_id": "006SB049000002", + "source_version": "v4.1", + "task_id": "sb100-049-mosaic-intent-threshold" + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/020_sbp-049-04_03_salesforce_leads.csv b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/020_sbp-049-04_03_salesforce_leads.csv new file mode 100644 index 0000000000000000000000000000000000000000..52d9ba5dd699bc68529f2effb408b9b588ac2dab --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/020_sbp-049-04_03_salesforce_leads.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-049-mosaic-intent-threshold""" +record_control,portfolio_key,"""SBP-049-04""" +record_control,account_name,"""Dovetail Labs""" +record_control,salesforce_account_id,"""001SB049000003""" +record_control,salesforce_opportunity_id,"""006SB049000003""" +record_control,hubspot_company_id,"""8004910003""" +record_control,hubspot_deal_id,"""8004920003""" +record_control,gong_evidence_id,"""GE-049-04""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-06""" +record_control,folder,"""03_salesforce_leads""" +record_control,source_version,"""v1.2""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Mosaic Retail AI""" +business_context,portfolio_account,"""Dovetail Labs""" +business_context,industry,"""retail technology""" +business_context,region,"""North America""" +business_context,requester,"""ABM Operations Director""" +business_context,amount_usd,4693570 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-11-08""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-049-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-20 | EVT-049-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-25 | EVT-049-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-30 | EVT-049-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-04 | EVT-049-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-09 | EVT-049-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-14 | EVT-049-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-19 | EVT-049-020-7 | buyer | security review remains seller-owned"", ""2026-06-24 | EVT-049-020-8 | seller | champion requested a revised mutual action plan"", ""2026-06-29 | EVT-049-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-04 | EVT-049-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-09 | EVT-049-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-14 | EVT-049-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-19 | EVT-049-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-24 | EVT-049-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-29 | EVT-049-020-15 | buyer | security review remains seller-owned"", ""2026-08-03 | EVT-049-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-08 | EVT-049-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-13 | EVT-049-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-18 | EVT-049-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-23 | EVT-049-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-28 | EVT-049-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-02 | EVT-049-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-07 | EVT-049-020-23 | buyer | security review remains seller-owned"", ""2026-09-12 | EVT-049-020-24 | seller | champion requested a revised mutual action plan"", ""2026-09-17 | EVT-049-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-22 | EVT-049-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-27 | EVT-049-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-02 | EVT-049-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-07 | EVT-049-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-12 | EVT-049-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-17 | EVT-049-020-31 | buyer | security review remains seller-owned"", ""2026-10-22 | EVT-049-020-32 | seller | champion requested a revised mutual action plan"", ""2026-10-27 | EVT-049-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-01 | EVT-049-020-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-049-04""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8004930003""" +decision,authorized_field,"""hubspot_owner_id""" +decision,current_value,"""unassigned""" +decision,required_value,"""005SB000000005""" +decision,reason,"""SBP-049-04 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-12""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/021_sbp-049-05_03_salesforce_leads.eml b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/021_sbp-049-05_03_salesforce_leads.eml new file mode 100644 index 0000000000000000000000000000000000000000..20cd679e3bd66c4b0d7fab21e1171c671854df8f --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/021_sbp-049-05_03_salesforce_leads.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-049-mosaic-intent-threshold.example +To: portfolio-review@sb100-049-mosaic-intent-threshold.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-049-05 / 03_salesforce_leads +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-05", + "account_name": "Evergreen Industries", + "salesforce_account_id": "001SB049000004", + "salesforce_opportunity_id": "006SB049000004", + "hubspot_company_id": "8004910004", + "hubspot_deal_id": "8004920004", + "gong_evidence_id": "GE-049-05", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "03_salesforce_leads", + "source_version": "v2.3", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Evergreen Industries", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4830683, + "stage": "Qualification", + "close_date": "2026-11-15", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-049-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-21 | EVT-049-021-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-26 | EVT-049-021-2 | seller | implementation capacity moved to the following quarter", + "2026-05-31 | EVT-049-021-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-05 | EVT-049-021-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-10 | EVT-049-021-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-15 | EVT-049-021-6 | seller | security review remains seller-owned", + "2026-06-20 | EVT-049-021-7 | buyer | champion requested a revised mutual action plan", + "2026-06-25 | EVT-049-021-8 | seller | finance validation is complete but legal review is open", + "2026-06-30 | EVT-049-021-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-05 | EVT-049-021-10 | seller | implementation capacity moved to the following quarter", + "2026-07-10 | EVT-049-021-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-15 | EVT-049-021-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-20 | EVT-049-021-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-25 | EVT-049-021-14 | seller | security review remains seller-owned", + "2026-07-30 | EVT-049-021-15 | buyer | champion requested a revised mutual action plan", + "2026-08-04 | EVT-049-021-16 | seller | finance validation is complete but legal review is open", + "2026-08-09 | EVT-049-021-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-14 | EVT-049-021-18 | seller | implementation capacity moved to the following quarter", + "2026-08-19 | EVT-049-021-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-24 | EVT-049-021-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-29 | EVT-049-021-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-03 | EVT-049-021-22 | seller | security review remains seller-owned", + "2026-09-08 | EVT-049-021-23 | buyer | champion requested a revised mutual action plan", + "2026-09-13 | EVT-049-021-24 | seller | finance validation is complete but legal review is open", + "2026-09-18 | EVT-049-021-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-23 | EVT-049-021-26 | seller | implementation capacity moved to the following quarter", + "2026-09-28 | EVT-049-021-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-03 | EVT-049-021-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-08 | EVT-049-021-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-13 | EVT-049-021-30 | seller | security review remains seller-owned", + "2026-10-18 | EVT-049-021-31 | buyer | champion requested a revised mutual action plan", + "2026-10-23 | EVT-049-021-32 | seller | finance validation is complete but legal review is open", + "2026-10-28 | EVT-049-021-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-02 | EVT-049-021-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-05", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-13" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/022_sbp-049-06_03_salesforce_leads.xml b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/022_sbp-049-06_03_salesforce_leads.xml new file mode 100644 index 0000000000000000000000000000000000000000..24589a97086019f8ea8daab299246239015e8097 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/022_sbp-049-06_03_salesforce_leads.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/023_sbp-049-07_03_salesforce_leads.html b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/023_sbp-049-07_03_salesforce_leads.html new file mode 100644 index 0000000000000000000000000000000000000000..02662944c018bb4de4dd8f16ff8f31c839436822 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/023_sbp-049-07_03_salesforce_leads.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-049-mosaic-intent-threshold",
+    "portfolio_key": "SBP-049-07",
+    "account_name": "Granite Works",
+    "salesforce_account_id": "001SB049000006",
+    "salesforce_opportunity_id": "006SB049000006",
+    "hubspot_company_id": "8004910006",
+    "hubspot_deal_id": "8004920006",
+    "gong_evidence_id": "GE-049-07",
+    "period": "2026-Q4",
+    "as_of": "2026-09-06",
+    "folder": "03_salesforce_leads",
+    "source_version": "v4.5",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Mosaic Retail AI",
+    "portfolio_account": "Granite Works",
+    "industry": "retail technology",
+    "region": "North America",
+    "requester": "ABM Operations Director",
+    "amount_usd": 404909,
+    "stage": "Qualification",
+    "close_date": "2026-11-29",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-049-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-23 | EVT-049-023-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-28 | EVT-049-023-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-02 | EVT-049-023-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-07 | EVT-049-023-4 | seller | security review remains seller-owned",
+      "2026-06-12 | EVT-049-023-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-17 | EVT-049-023-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-22 | EVT-049-023-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-27 | EVT-049-023-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-02 | EVT-049-023-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-07 | EVT-049-023-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-12 | EVT-049-023-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-17 | EVT-049-023-12 | seller | security review remains seller-owned",
+      "2026-07-22 | EVT-049-023-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-27 | EVT-049-023-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-01 | EVT-049-023-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-06 | EVT-049-023-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-11 | EVT-049-023-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-16 | EVT-049-023-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-21 | EVT-049-023-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-26 | EVT-049-023-20 | seller | security review remains seller-owned",
+      "2026-08-31 | EVT-049-023-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-05 | EVT-049-023-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-10 | EVT-049-023-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-15 | EVT-049-023-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-20 | EVT-049-023-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-25 | EVT-049-023-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-30 | EVT-049-023-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-05 | EVT-049-023-28 | seller | security review remains seller-owned",
+      "2026-10-10 | EVT-049-023-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-15 | EVT-049-023-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-20 | EVT-049-023-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-25 | EVT-049-023-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-30 | EVT-049-023-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-04 | EVT-049-023-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-049-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB049000006",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-049-07 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/024_sbp-049-08_03_salesforce_leads.md b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/024_sbp-049-08_03_salesforce_leads.md new file mode 100644 index 0000000000000000000000000000000000000000..14d361c9e39a6fa20b4140b0bc08b63280f61d71 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/03_salesforce_leads/024_sbp-049-08_03_salesforce_leads.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-08", + "account_name": "Harbor Technologies", + "salesforce_account_id": "001SB049000007", + "salesforce_opportunity_id": "006SB049000007", + "hubspot_company_id": "8004910007", + "hubspot_deal_id": "8004920007", + "gong_evidence_id": "GE-049-08", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "03_salesforce_leads", + "source_version": "v1.6", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Harbor Technologies", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 542022, + "stage": "Proposal", + "close_date": "2026-12-06", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-049-08 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-24 | EVT-049-024-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-29 | EVT-049-024-2 | seller | economic buyer confirmed procurement timing", + "2026-06-03 | EVT-049-024-3 | buyer | security review remains seller-owned", + "2026-06-08 | EVT-049-024-4 | seller | champion requested a revised mutual action plan", + "2026-06-13 | EVT-049-024-5 | buyer | finance validation is complete but legal review is open", + "2026-06-18 | EVT-049-024-6 | seller | buyer explicitly paused the evaluation", + "2026-06-23 | EVT-049-024-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-28 | EVT-049-024-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-03 | EVT-049-024-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-08 | EVT-049-024-10 | seller | economic buyer confirmed procurement timing", + "2026-07-13 | EVT-049-024-11 | buyer | security review remains seller-owned", + "2026-07-18 | EVT-049-024-12 | seller | champion requested a revised mutual action plan", + "2026-07-23 | EVT-049-024-13 | buyer | finance validation is complete but legal review is open", + "2026-07-28 | EVT-049-024-14 | seller | buyer explicitly paused the evaluation", + "2026-08-02 | EVT-049-024-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-07 | EVT-049-024-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-12 | EVT-049-024-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-17 | EVT-049-024-18 | seller | economic buyer confirmed procurement timing", + "2026-08-22 | EVT-049-024-19 | buyer | security review remains seller-owned", + "2026-08-27 | EVT-049-024-20 | seller | champion requested a revised mutual action plan", + "2026-09-01 | EVT-049-024-21 | buyer | finance validation is complete but legal review is open", + "2026-09-06 | EVT-049-024-22 | seller | buyer explicitly paused the evaluation", + "2026-09-11 | EVT-049-024-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-16 | EVT-049-024-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-21 | EVT-049-024-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-26 | EVT-049-024-26 | seller | economic buyer confirmed procurement timing", + "2026-10-01 | EVT-049-024-27 | buyer | security review remains seller-owned", + "2026-10-06 | EVT-049-024-28 | seller | champion requested a revised mutual action plan", + "2026-10-11 | EVT-049-024-29 | buyer | finance validation is complete but legal review is open", + "2026-10-16 | EVT-049-024-30 | seller | buyer explicitly paused the evaluation", + "2026-10-21 | EVT-049-024-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-26 | EVT-049-024-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-31 | EVT-049-024-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-05 | EVT-049-024-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-08", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Maya Chen", + "deadline": "2026-09-10" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/025_sbp-049-09_04_gong_history.md b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/025_sbp-049-09_04_gong_history.md new file mode 100644 index 0000000000000000000000000000000000000000..f809cc28040ed18a1b6afc97e407ac05fe52f274 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/025_sbp-049-09_04_gong_history.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-09", + "account_name": "Indigo Services", + "salesforce_account_id": "001SB049000008", + "salesforce_opportunity_id": "006SB049000008", + "hubspot_company_id": "8004910008", + "hubspot_deal_id": "8004920008", + "gong_evidence_id": "GE-049-09", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "04_gong_history", + "source_version": "v2.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Indigo Services", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 679135, + "stage": "Qualification", + "close_date": "2026-12-13", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-049-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-25 | EVT-049-025-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-30 | EVT-049-025-2 | seller | security review remains seller-owned", + "2026-06-04 | EVT-049-025-3 | buyer | champion requested a revised mutual action plan", + "2026-06-09 | EVT-049-025-4 | seller | finance validation is complete but legal review is open", + "2026-06-14 | EVT-049-025-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-19 | EVT-049-025-6 | seller | implementation capacity moved to the following quarter", + "2026-06-24 | EVT-049-025-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-29 | EVT-049-025-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-04 | EVT-049-025-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-09 | EVT-049-025-10 | seller | security review remains seller-owned", + "2026-07-14 | EVT-049-025-11 | buyer | champion requested a revised mutual action plan", + "2026-07-19 | EVT-049-025-12 | seller | finance validation is complete but legal review is open", + "2026-07-24 | EVT-049-025-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-29 | EVT-049-025-14 | seller | implementation capacity moved to the following quarter", + "2026-08-03 | EVT-049-025-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-08 | EVT-049-025-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-13 | EVT-049-025-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-18 | EVT-049-025-18 | seller | security review remains seller-owned", + "2026-08-23 | EVT-049-025-19 | buyer | champion requested a revised mutual action plan", + "2026-08-28 | EVT-049-025-20 | seller | finance validation is complete but legal review is open", + "2026-09-02 | EVT-049-025-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-07 | EVT-049-025-22 | seller | implementation capacity moved to the following quarter", + "2026-09-12 | EVT-049-025-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-17 | EVT-049-025-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-22 | EVT-049-025-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-27 | EVT-049-025-26 | seller | security review remains seller-owned", + "2026-10-02 | EVT-049-025-27 | buyer | champion requested a revised mutual action plan", + "2026-10-07 | EVT-049-025-28 | seller | finance validation is complete but legal review is open", + "2026-10-12 | EVT-049-025-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-17 | EVT-049-025-30 | seller | implementation capacity moved to the following quarter", + "2026-10-22 | EVT-049-025-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-27 | EVT-049-025-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-01 | EVT-049-025-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-06 | EVT-049-025-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-06", + "authorized_system": "hubspot", + "authorized_record_id": "8004930008", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000002", + "reason": "SBP-049-09 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-11" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/026_sbp-049-10_04_gong_history.txt b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/026_sbp-049-10_04_gong_history.txt new file mode 100644 index 0000000000000000000000000000000000000000..0665c5175ea6a931f8e91729f3c7f7cf4b30b0c3 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/026_sbp-049-10_04_gong_history.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-10", + "account_name": "Juniper Ventures", + "salesforce_account_id": "001SB049000009", + "salesforce_opportunity_id": "006SB049000009", + "hubspot_company_id": "8004910009", + "hubspot_deal_id": "8004920009", + "gong_evidence_id": "GE-049-10", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "04_gong_history", + "source_version": "v3.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Juniper Ventures", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 816248, + "stage": "Proposal", + "close_date": "2026-09-03", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-049-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-26 | EVT-049-026-1 | buyer | security review remains seller-owned", + "2026-05-31 | EVT-049-026-2 | seller | champion requested a revised mutual action plan", + "2026-06-05 | EVT-049-026-3 | buyer | finance validation is complete but legal review is open", + "2026-06-10 | EVT-049-026-4 | seller | buyer explicitly paused the evaluation", + "2026-06-15 | EVT-049-026-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-20 | EVT-049-026-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-25 | EVT-049-026-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-30 | EVT-049-026-8 | seller | economic buyer confirmed procurement timing", + "2026-07-05 | EVT-049-026-9 | buyer | security review remains seller-owned", + "2026-07-10 | EVT-049-026-10 | seller | champion requested a revised mutual action plan", + "2026-07-15 | EVT-049-026-11 | buyer | finance validation is complete but legal review is open", + "2026-07-20 | EVT-049-026-12 | seller | buyer explicitly paused the evaluation", + "2026-07-25 | EVT-049-026-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-30 | EVT-049-026-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-04 | EVT-049-026-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-09 | EVT-049-026-16 | seller | economic buyer confirmed procurement timing", + "2026-08-14 | EVT-049-026-17 | buyer | security review remains seller-owned", + "2026-08-19 | EVT-049-026-18 | seller | champion requested a revised mutual action plan", + "2026-08-24 | EVT-049-026-19 | buyer | finance validation is complete but legal review is open", + "2026-08-29 | EVT-049-026-20 | seller | buyer explicitly paused the evaluation", + "2026-09-03 | EVT-049-026-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-08 | EVT-049-026-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-13 | EVT-049-026-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-18 | EVT-049-026-24 | seller | economic buyer confirmed procurement timing", + "2026-09-23 | EVT-049-026-25 | buyer | security review remains seller-owned", + "2026-09-28 | EVT-049-026-26 | seller | champion requested a revised mutual action plan", + "2026-10-03 | EVT-049-026-27 | buyer | finance validation is complete but legal review is open", + "2026-10-08 | EVT-049-026-28 | seller | buyer explicitly paused the evaluation", + "2026-10-13 | EVT-049-026-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-18 | EVT-049-026-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-23 | EVT-049-026-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-28 | EVT-049-026-32 | seller | economic buyer confirmed procurement timing", + "2026-11-02 | EVT-049-026-33 | buyer | security review remains seller-owned", + "2026-11-07 | EVT-049-026-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-07", + "authorized_system": "salesforce", + "authorized_record_id": "00QSB049000009", + "authorized_field": "OwnerId", + "current_value": "00GQUEUE", + "required_value": "005SB000000003", + "reason": "SBP-049-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/027_sbp-049-11_04_gong_history.json b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/027_sbp-049-11_04_gong_history.json new file mode 100644 index 0000000000000000000000000000000000000000..694fb20c38336752bc5ee320d1a9d129587847a6 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/027_sbp-049-11_04_gong_history.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 953361, + "benchmark_company": "Mosaic Retail AI", + "close_date": "2026-09-10", + "industry": "retail technology", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Keystone Enterprises", + "region": "North America", + "requester": "ABM Operations Director", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "hubspot_owner_id", + "authorized_record_id": "8004930010", + "authorized_system": "hubspot", + "current_value": "unassigned", + "deadline": "2026-09-13", + "decision_code": "CHG-049-08", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-049-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "required_value": "005SB000000004" + }, + "evidence": { + "events": [ + "2026-05-27 | EVT-049-027-1 | buyer | champion requested a revised mutual action plan", + "2026-06-01 | EVT-049-027-2 | seller | finance validation is complete but legal review is open", + "2026-06-06 | EVT-049-027-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-11 | EVT-049-027-4 | seller | implementation capacity moved to the following quarter", + "2026-06-16 | EVT-049-027-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-21 | EVT-049-027-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-26 | EVT-049-027-7 | buyer | economic buyer confirmed procurement timing", + "2026-07-01 | EVT-049-027-8 | seller | security review remains seller-owned", + "2026-07-06 | EVT-049-027-9 | buyer | champion requested a revised mutual action plan", + "2026-07-11 | EVT-049-027-10 | seller | finance validation is complete but legal review is open", + "2026-07-16 | EVT-049-027-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-21 | EVT-049-027-12 | seller | implementation capacity moved to the following quarter", + "2026-07-26 | EVT-049-027-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-31 | EVT-049-027-14 | seller | renewal notice was acknowledged by procurement", + "2026-08-05 | EVT-049-027-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-10 | EVT-049-027-16 | seller | security review remains seller-owned", + "2026-08-15 | EVT-049-027-17 | buyer | champion requested a revised mutual action plan", + "2026-08-20 | EVT-049-027-18 | seller | finance validation is complete but legal review is open", + "2026-08-25 | EVT-049-027-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-30 | EVT-049-027-20 | seller | implementation capacity moved to the following quarter", + "2026-09-04 | EVT-049-027-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-09 | EVT-049-027-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-14 | EVT-049-027-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-19 | EVT-049-027-24 | seller | security review remains seller-owned", + "2026-09-24 | EVT-049-027-25 | buyer | champion requested a revised mutual action plan", + "2026-09-29 | EVT-049-027-26 | seller | finance validation is complete but legal review is open", + "2026-10-04 | EVT-049-027-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-09 | EVT-049-027-28 | seller | implementation capacity moved to the following quarter", + "2026-10-14 | EVT-049-027-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-19 | EVT-049-027-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-24 | EVT-049-027-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-29 | EVT-049-027-32 | seller | security review remains seller-owned", + "2026-11-03 | EVT-049-027-33 | buyer | champion requested a revised mutual action plan", + "2026-11-08 | EVT-049-027-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-049-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Enterprises", + "as_of": "2026-09-06", + "classification": "synthetic-confidential", + "folder": "04_gong_history", + "gong_evidence_id": "GE-049-11", + "hubspot_company_id": "8004910010", + "hubspot_deal_id": "8004920010", + "period": "2026-Q4", + "portfolio_key": "SBP-049-11", + "salesforce_account_id": "001SB049000010", + "salesforce_opportunity_id": "006SB049000010", + "source_version": "v4.0", + "task_id": "sb100-049-mosaic-intent-threshold" + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/028_sbp-049-12_04_gong_history.csv b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/028_sbp-049-12_04_gong_history.csv new file mode 100644 index 0000000000000000000000000000000000000000..b77a1454ee3e517ea88cbd9e76a04d2677cbf9ee --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/028_sbp-049-12_04_gong_history.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-049-mosaic-intent-threshold""" +record_control,portfolio_key,"""SBP-049-12""" +record_control,account_name,"""Lantern Cooperative""" +record_control,salesforce_account_id,"""001SB049000011""" +record_control,salesforce_opportunity_id,"""006SB049000011""" +record_control,hubspot_company_id,"""8004910011""" +record_control,hubspot_deal_id,"""8004920011""" +record_control,gong_evidence_id,"""GE-049-12""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-06""" +record_control,folder,"""04_gong_history""" +record_control,source_version,"""v1.1""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Mosaic Retail AI""" +business_context,portfolio_account,"""Lantern Cooperative""" +business_context,industry,"""retail technology""" +business_context,region,"""North America""" +business_context,requester,"""ABM Operations Director""" +business_context,amount_usd,1090474 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-09-17""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-049-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-28 | EVT-049-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-02 | EVT-049-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-07 | EVT-049-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-12 | EVT-049-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-17 | EVT-049-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-22 | EVT-049-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-27 | EVT-049-028-7 | buyer | security review remains seller-owned"", ""2026-07-02 | EVT-049-028-8 | seller | champion requested a revised mutual action plan"", ""2026-07-07 | EVT-049-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-12 | EVT-049-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-17 | EVT-049-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-22 | EVT-049-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-27 | EVT-049-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-01 | EVT-049-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-06 | EVT-049-028-15 | buyer | security review remains seller-owned"", ""2026-08-11 | EVT-049-028-16 | seller | champion requested a revised mutual action plan"", ""2026-08-16 | EVT-049-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-21 | EVT-049-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-26 | EVT-049-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-31 | EVT-049-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-05 | EVT-049-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-10 | EVT-049-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-15 | EVT-049-028-23 | buyer | security review remains seller-owned"", ""2026-09-20 | EVT-049-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-25 | EVT-049-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-30 | EVT-049-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-05 | EVT-049-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-10 | EVT-049-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-15 | EVT-049-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-20 | EVT-049-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-25 | EVT-049-028-31 | buyer | security review remains seller-owned"", ""2026-10-30 | EVT-049-028-32 | seller | champion requested a revised mutual action plan"", ""2026-11-04 | EVT-049-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-09 | EVT-049-028-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-049-09""" +decision,authorized_system,"""salesforce""" +decision,authorized_record_id,"""00QSB049000011""" +decision,authorized_field,"""OwnerId""" +decision,current_value,"""00GQUEUE""" +decision,required_value,"""005SB000000005""" +decision,reason,"""SBP-049-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-14""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/029_sbp-049-13_04_gong_history.eml b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/029_sbp-049-13_04_gong_history.eml new file mode 100644 index 0000000000000000000000000000000000000000..caae1c9ac9506215efc598457e6e0fe9636074e3 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/029_sbp-049-13_04_gong_history.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-049-mosaic-intent-threshold.example +To: portfolio-review@sb100-049-mosaic-intent-threshold.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-049-13 / 04_gong_history +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-13", + "account_name": "Meridian Platform", + "salesforce_account_id": "001SB049000012", + "salesforce_opportunity_id": "006SB049000012", + "hubspot_company_id": "8004910012", + "hubspot_deal_id": "8004920012", + "gong_evidence_id": "GE-049-13", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "04_gong_history", + "source_version": "v2.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Meridian Platform", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 1227587, + "stage": "Qualification", + "close_date": "2026-09-24", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-049-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-29 | EVT-049-029-1 | buyer | buyer explicitly paused the evaluation", + "2026-06-03 | EVT-049-029-2 | seller | implementation capacity moved to the following quarter", + "2026-06-08 | EVT-049-029-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-13 | EVT-049-029-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-18 | EVT-049-029-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-23 | EVT-049-029-6 | seller | security review remains seller-owned", + "2026-06-28 | EVT-049-029-7 | buyer | champion requested a revised mutual action plan", + "2026-07-03 | EVT-049-029-8 | seller | finance validation is complete but legal review is open", + "2026-07-08 | EVT-049-029-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-13 | EVT-049-029-10 | seller | implementation capacity moved to the following quarter", + "2026-07-18 | EVT-049-029-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-23 | EVT-049-029-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-28 | EVT-049-029-13 | buyer | economic buyer confirmed procurement timing", + "2026-08-02 | EVT-049-029-14 | seller | security review remains seller-owned", + "2026-08-07 | EVT-049-029-15 | buyer | champion requested a revised mutual action plan", + "2026-08-12 | EVT-049-029-16 | seller | finance validation is complete but legal review is open", + "2026-08-17 | EVT-049-029-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-22 | EVT-049-029-18 | seller | implementation capacity moved to the following quarter", + "2026-08-27 | EVT-049-029-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-01 | EVT-049-029-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-06 | EVT-049-029-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-11 | EVT-049-029-22 | seller | security review remains seller-owned", + "2026-09-16 | EVT-049-029-23 | buyer | champion requested a revised mutual action plan", + "2026-09-21 | EVT-049-029-24 | seller | finance validation is complete but legal review is open", + "2026-09-26 | EVT-049-029-25 | buyer | buyer explicitly paused the evaluation", + "2026-10-01 | EVT-049-029-26 | seller | implementation capacity moved to the following quarter", + "2026-10-06 | EVT-049-029-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-11 | EVT-049-029-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-16 | EVT-049-029-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-21 | EVT-049-029-30 | seller | security review remains seller-owned", + "2026-10-26 | EVT-049-029-31 | buyer | champion requested a revised mutual action plan", + "2026-10-31 | EVT-049-029-32 | seller | finance validation is complete but legal review is open", + "2026-11-05 | EVT-049-029-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-10 | EVT-049-029-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/030_sbp-049-14_04_gong_history.xml b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/030_sbp-049-14_04_gong_history.xml new file mode 100644 index 0000000000000000000000000000000000000000..a55a624b04a31805642d0ee6e381c659e8b6355a --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/030_sbp-049-14_04_gong_history.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/031_sbp-049-15_04_gong_history.html b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/031_sbp-049-15_04_gong_history.html new file mode 100644 index 0000000000000000000000000000000000000000..0ab99c2ef10154b42886f1785452e7ae0a7a0578 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/031_sbp-049-15_04_gong_history.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-049-mosaic-intent-threshold",
+    "portfolio_key": "SBP-049-15",
+    "account_name": "Orchard Group",
+    "salesforce_account_id": "001SB049000014",
+    "salesforce_opportunity_id": "006SB049000014",
+    "hubspot_company_id": "8004910014",
+    "hubspot_deal_id": "8004920014",
+    "gong_evidence_id": "GE-049-15",
+    "period": "2026-Q4",
+    "as_of": "2026-09-06",
+    "folder": "04_gong_history",
+    "source_version": "v4.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Mosaic Retail AI",
+    "portfolio_account": "Orchard Group",
+    "industry": "retail technology",
+    "region": "North America",
+    "requester": "ABM Operations Director",
+    "amount_usd": 1501813,
+    "stage": "Qualification",
+    "close_date": "2026-10-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-049-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-049-031-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-049-031-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-049-031-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-049-031-4 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-049-031-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-049-031-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-049-031-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-049-031-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-049-031-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-049-031-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-049-031-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-049-031-12 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-049-031-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-049-031-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-049-031-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-049-031-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-049-031-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-049-031-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-049-031-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-049-031-20 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-049-031-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-049-031-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-049-031-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-049-031-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-049-031-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-049-031-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-049-031-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-049-031-28 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-049-031-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-049-031-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-049-031-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-049-031-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-049-031-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-049-031-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-049-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB049000014",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-049-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-11"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/032_sbp-049-16_04_gong_history.md b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/032_sbp-049-16_04_gong_history.md new file mode 100644 index 0000000000000000000000000000000000000000..dfbc50e58c9af9cff5a784ac96d5beba8b573db4 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/04_gong_history/032_sbp-049-16_04_gong_history.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-16", + "account_name": "Palisade Holdings", + "salesforce_account_id": "001SB049000015", + "salesforce_opportunity_id": "006SB049000015", + "hubspot_company_id": "8004910015", + "hubspot_deal_id": "8004920015", + "gong_evidence_id": "GE-049-16", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "04_gong_history", + "source_version": "v1.5", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Palisade Holdings", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 1638926, + "stage": "Proposal", + "close_date": "2026-10-15", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-049-16 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-01 | EVT-049-032-1 | buyer | renewal notice was acknowledged by procurement", + "2026-06-06 | EVT-049-032-2 | seller | economic buyer confirmed procurement timing", + "2026-06-11 | EVT-049-032-3 | buyer | security review remains seller-owned", + "2026-06-16 | EVT-049-032-4 | seller | champion requested a revised mutual action plan", + "2026-06-21 | EVT-049-032-5 | buyer | finance validation is complete but legal review is open", + "2026-06-26 | EVT-049-032-6 | seller | buyer explicitly paused the evaluation", + "2026-07-01 | EVT-049-032-7 | buyer | implementation capacity moved to the following quarter", + "2026-07-06 | EVT-049-032-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-11 | EVT-049-032-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-16 | EVT-049-032-10 | seller | economic buyer confirmed procurement timing", + "2026-07-21 | EVT-049-032-11 | buyer | security review remains seller-owned", + "2026-07-26 | EVT-049-032-12 | seller | champion requested a revised mutual action plan", + "2026-07-31 | EVT-049-032-13 | buyer | finance validation is complete but legal review is open", + "2026-08-05 | EVT-049-032-14 | seller | buyer explicitly paused the evaluation", + "2026-08-10 | EVT-049-032-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-15 | EVT-049-032-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-20 | EVT-049-032-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-25 | EVT-049-032-18 | seller | economic buyer confirmed procurement timing", + "2026-08-30 | EVT-049-032-19 | buyer | security review remains seller-owned", + "2026-09-04 | EVT-049-032-20 | seller | champion requested a revised mutual action plan", + "2026-09-09 | EVT-049-032-21 | buyer | finance validation is complete but legal review is open", + "2026-09-14 | EVT-049-032-22 | seller | buyer explicitly paused the evaluation", + "2026-09-19 | EVT-049-032-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-24 | EVT-049-032-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-29 | EVT-049-032-25 | buyer | renewal notice was acknowledged by procurement", + "2026-10-04 | EVT-049-032-26 | seller | economic buyer confirmed procurement timing", + "2026-10-09 | EVT-049-032-27 | buyer | security review remains seller-owned", + "2026-10-14 | EVT-049-032-28 | seller | champion requested a revised mutual action plan", + "2026-10-19 | EVT-049-032-29 | buyer | finance validation is complete but legal review is open", + "2026-10-24 | EVT-049-032-30 | seller | buyer explicitly paused the evaluation", + "2026-10-29 | EVT-049-032-31 | buyer | implementation capacity moved to the following quarter", + "2026-11-03 | EVT-049-032-32 | seller | competitive evaluation narrowed to two vendors", + "2026-11-08 | EVT-049-032-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-13 | EVT-049-032-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-12", + "authorized_system": "hubspot", + "authorized_record_id": "8004930015", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000001", + "reason": "SBP-049-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/06_territories/046_sbp-049-14_06_territories.xml b/task_files/sb100-049-mosaic-intent-threshold/06_territories/046_sbp-049-14_06_territories.xml new file mode 100644 index 0000000000000000000000000000000000000000..9422c2d5830c896caf07530ffb53e8ee71e9d8db --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/06_territories/046_sbp-049-14_06_territories.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/049_sbp-049-01_07_scoring_policy.md b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/049_sbp-049-01_07_scoring_policy.md new file mode 100644 index 0000000000000000000000000000000000000000..22058ee34821c2eee67d60cdfe15b2fbc4771027 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/049_sbp-049-01_07_scoring_policy.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-01", + "account_name": "Alder Systems", + "salesforce_account_id": "001SB049000000", + "salesforce_opportunity_id": "006SB049000000", + "hubspot_company_id": "8004910000", + "hubspot_deal_id": "8004920000", + "gong_evidence_id": "GE-049-01", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "07_scoring_policy", + "source_version": "v2.4", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Alder Systems", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4282231, + "stage": "Qualification", + "close_date": "2026-10-18", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-049-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-18 | EVT-049-049-1 | buyer | economic buyer confirmed procurement timing", + "2026-06-23 | EVT-049-049-2 | seller | security review remains seller-owned", + "2026-06-28 | EVT-049-049-3 | buyer | champion requested a revised mutual action plan", + "2026-07-03 | EVT-049-049-4 | seller | finance validation is complete but legal review is open", + "2026-07-08 | EVT-049-049-5 | buyer | buyer explicitly paused the evaluation", + "2026-07-13 | EVT-049-049-6 | seller | implementation capacity moved to the following quarter", + "2026-07-18 | EVT-049-049-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-23 | EVT-049-049-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-28 | EVT-049-049-9 | buyer | economic buyer confirmed procurement timing", + "2026-08-02 | EVT-049-049-10 | seller | security review remains seller-owned", + "2026-08-07 | EVT-049-049-11 | buyer | champion requested a revised mutual action plan", + "2026-08-12 | EVT-049-049-12 | seller | finance validation is complete but legal review is open", + "2026-08-17 | EVT-049-049-13 | buyer | buyer explicitly paused the evaluation", + "2026-08-22 | EVT-049-049-14 | seller | implementation capacity moved to the following quarter", + "2026-08-27 | EVT-049-049-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-01 | EVT-049-049-16 | seller | renewal notice was acknowledged by procurement", + "2026-09-06 | EVT-049-049-17 | buyer | economic buyer confirmed procurement timing", + "2026-09-11 | EVT-049-049-18 | seller | security review remains seller-owned", + "2026-09-16 | EVT-049-049-19 | buyer | champion requested a revised mutual action plan", + "2026-09-21 | EVT-049-049-20 | seller | finance validation is complete but legal review is open", + "2026-09-26 | EVT-049-049-21 | buyer | buyer explicitly paused the evaluation", + "2026-10-01 | EVT-049-049-22 | seller | implementation capacity moved to the following quarter", + "2026-10-06 | EVT-049-049-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-11 | EVT-049-049-24 | seller | renewal notice was acknowledged by procurement", + "2026-10-16 | EVT-049-049-25 | buyer | economic buyer confirmed procurement timing", + "2026-10-21 | EVT-049-049-26 | seller | security review remains seller-owned", + "2026-10-26 | EVT-049-049-27 | buyer | champion requested a revised mutual action plan", + "2026-10-31 | EVT-049-049-28 | seller | finance validation is complete but legal review is open", + "2026-11-05 | EVT-049-049-29 | buyer | buyer explicitly paused the evaluation", + "2026-11-10 | EVT-049-049-30 | seller | implementation capacity moved to the following quarter", + "2026-11-15 | EVT-049-049-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-20 | EVT-049-049-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-25 | EVT-049-049-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-30 | EVT-049-049-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-01", + "authorized_system": "salesforce", + "authorized_record_id": "00QSB049000000", + "authorized_field": "OwnerId", + "current_value": "00GQUEUE", + "required_value": "005SB000000002", + "reason": "SBP-049-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/050_sbp-049-02_07_scoring_policy.txt b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/050_sbp-049-02_07_scoring_policy.txt new file mode 100644 index 0000000000000000000000000000000000000000..a45b41bf32cb82b9b249eb5d83c3855758d7c1cb --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/050_sbp-049-02_07_scoring_policy.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-02", + "account_name": "Beacon Partners", + "salesforce_account_id": "001SB049000001", + "salesforce_opportunity_id": "006SB049000001", + "hubspot_company_id": "8004910001", + "hubspot_deal_id": "8004920001", + "gong_evidence_id": "GE-049-02", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "07_scoring_policy", + "source_version": "v3.5", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Beacon Partners", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4419344, + "stage": "Proposal", + "close_date": "2026-10-25", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-049-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-19 | EVT-049-050-1 | buyer | security review remains seller-owned", + "2026-06-24 | EVT-049-050-2 | seller | champion requested a revised mutual action plan", + "2026-06-29 | EVT-049-050-3 | buyer | finance validation is complete but legal review is open", + "2026-07-04 | EVT-049-050-4 | seller | buyer explicitly paused the evaluation", + "2026-07-09 | EVT-049-050-5 | buyer | implementation capacity moved to the following quarter", + "2026-07-14 | EVT-049-050-6 | seller | competitive evaluation narrowed to two vendors", + "2026-07-19 | EVT-049-050-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-24 | EVT-049-050-8 | seller | economic buyer confirmed procurement timing", + "2026-07-29 | EVT-049-050-9 | buyer | security review remains seller-owned", + "2026-08-03 | EVT-049-050-10 | seller | champion requested a revised mutual action plan", + "2026-08-08 | EVT-049-050-11 | buyer | finance validation is complete but legal review is open", + "2026-08-13 | EVT-049-050-12 | seller | buyer explicitly paused the evaluation", + "2026-08-18 | EVT-049-050-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-23 | EVT-049-050-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-28 | EVT-049-050-15 | buyer | renewal notice was acknowledged by procurement", + "2026-09-02 | EVT-049-050-16 | seller | economic buyer confirmed procurement timing", + "2026-09-07 | EVT-049-050-17 | buyer | security review remains seller-owned", + "2026-09-12 | EVT-049-050-18 | seller | champion requested a revised mutual action plan", + "2026-09-17 | EVT-049-050-19 | buyer | finance validation is complete but legal review is open", + "2026-09-22 | EVT-049-050-20 | seller | buyer explicitly paused the evaluation", + "2026-09-27 | EVT-049-050-21 | buyer | implementation capacity moved to the following quarter", + "2026-10-02 | EVT-049-050-22 | seller | competitive evaluation narrowed to two vendors", + "2026-10-07 | EVT-049-050-23 | buyer | renewal notice was acknowledged by procurement", + "2026-10-12 | EVT-049-050-24 | seller | economic buyer confirmed procurement timing", + "2026-10-17 | EVT-049-050-25 | buyer | security review remains seller-owned", + "2026-10-22 | EVT-049-050-26 | seller | champion requested a revised mutual action plan", + "2026-10-27 | EVT-049-050-27 | buyer | finance validation is complete but legal review is open", + "2026-11-01 | EVT-049-050-28 | seller | buyer explicitly paused the evaluation", + "2026-11-06 | EVT-049-050-29 | buyer | implementation capacity moved to the following quarter", + "2026-11-11 | EVT-049-050-30 | seller | competitive evaluation narrowed to two vendors", + "2026-11-16 | EVT-049-050-31 | buyer | renewal notice was acknowledged by procurement", + "2026-11-21 | EVT-049-050-32 | seller | economic buyer confirmed procurement timing", + "2026-11-26 | EVT-049-050-33 | buyer | security review remains seller-owned", + "2026-12-01 | EVT-049-050-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-02", + "authorized_system": "hubspot", + "authorized_record_id": "8004930001", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000003", + "reason": "SBP-049-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-10" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/051_sbp-049-03_07_scoring_policy.json b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/051_sbp-049-03_07_scoring_policy.json new file mode 100644 index 0000000000000000000000000000000000000000..6b12601406416b7d8cdd9bb350c4ba29a9d2c4b1 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/051_sbp-049-03_07_scoring_policy.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 4556457, + "benchmark_company": "Mosaic Retail AI", + "close_date": "2026-11-01", + "industry": "retail technology", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Cobalt Networks", + "region": "North America", + "requester": "ABM Operations Director", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "OwnerId", + "authorized_record_id": "00QSB049000002", + "authorized_system": "salesforce", + "current_value": "00GQUEUE", + "deadline": "2026-09-11", + "decision_code": "CHG-049-03", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-049-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "required_value": "005SB000000004" + }, + "evidence": { + "events": [ + "2026-05-01 | EVT-049-051-1 | buyer | champion requested a revised mutual action plan", + "2026-05-06 | EVT-049-051-2 | seller | finance validation is complete but legal review is open", + "2026-05-11 | EVT-049-051-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-16 | EVT-049-051-4 | seller | implementation capacity moved to the following quarter", + "2026-05-21 | EVT-049-051-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-26 | EVT-049-051-6 | seller | renewal notice was acknowledged by procurement", + "2026-05-31 | EVT-049-051-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-05 | EVT-049-051-8 | seller | security review remains seller-owned", + "2026-06-10 | EVT-049-051-9 | buyer | champion requested a revised mutual action plan", + "2026-06-15 | EVT-049-051-10 | seller | finance validation is complete but legal review is open", + "2026-06-20 | EVT-049-051-11 | buyer | buyer explicitly paused the evaluation", + "2026-06-25 | EVT-049-051-12 | seller | implementation capacity moved to the following quarter", + "2026-06-30 | EVT-049-051-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-05 | EVT-049-051-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-10 | EVT-049-051-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-15 | EVT-049-051-16 | seller | security review remains seller-owned", + "2026-07-20 | EVT-049-051-17 | buyer | champion requested a revised mutual action plan", + "2026-07-25 | EVT-049-051-18 | seller | finance validation is complete but legal review is open", + "2026-07-30 | EVT-049-051-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-04 | EVT-049-051-20 | seller | implementation capacity moved to the following quarter", + "2026-08-09 | EVT-049-051-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-14 | EVT-049-051-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-19 | EVT-049-051-23 | buyer | economic buyer confirmed procurement timing", + "2026-08-24 | EVT-049-051-24 | seller | security review remains seller-owned", + "2026-08-29 | EVT-049-051-25 | buyer | champion requested a revised mutual action plan", + "2026-09-03 | EVT-049-051-26 | seller | finance validation is complete but legal review is open", + "2026-09-08 | EVT-049-051-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-13 | EVT-049-051-28 | seller | implementation capacity moved to the following quarter", + "2026-09-18 | EVT-049-051-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-23 | EVT-049-051-30 | seller | renewal notice was acknowledged by procurement", + "2026-09-28 | EVT-049-051-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-03 | EVT-049-051-32 | seller | security review remains seller-owned", + "2026-10-08 | EVT-049-051-33 | buyer | champion requested a revised mutual action plan", + "2026-10-13 | EVT-049-051-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-049-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Networks", + "as_of": "2026-09-06", + "classification": "synthetic-confidential", + "folder": "07_scoring_policy", + "gong_evidence_id": "GE-049-03", + "hubspot_company_id": "8004910002", + "hubspot_deal_id": "8004920002", + "period": "2026-Q4", + "portfolio_key": "SBP-049-03", + "salesforce_account_id": "001SB049000002", + "salesforce_opportunity_id": "006SB049000002", + "source_version": "v4.6", + "task_id": "sb100-049-mosaic-intent-threshold" + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/052_sbp-049-04_07_scoring_policy.csv b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/052_sbp-049-04_07_scoring_policy.csv new file mode 100644 index 0000000000000000000000000000000000000000..6c611956c9f94adcdaa7ca950bd01e3107d57b47 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/052_sbp-049-04_07_scoring_policy.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-049-mosaic-intent-threshold""" +record_control,portfolio_key,"""SBP-049-04""" +record_control,account_name,"""Dovetail Labs""" +record_control,salesforce_account_id,"""001SB049000003""" +record_control,salesforce_opportunity_id,"""006SB049000003""" +record_control,hubspot_company_id,"""8004910003""" +record_control,hubspot_deal_id,"""8004920003""" +record_control,gong_evidence_id,"""GE-049-04""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-06""" +record_control,folder,"""07_scoring_policy""" +record_control,source_version,"""v1.7""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Mosaic Retail AI""" +business_context,portfolio_account,"""Dovetail Labs""" +business_context,industry,"""retail technology""" +business_context,region,"""North America""" +business_context,requester,"""ABM Operations Director""" +business_context,amount_usd,4693570 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-11-08""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-049-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-02 | EVT-049-052-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-07 | EVT-049-052-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-12 | EVT-049-052-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-17 | EVT-049-052-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-22 | EVT-049-052-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-27 | EVT-049-052-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-01 | EVT-049-052-7 | buyer | security review remains seller-owned"", ""2026-06-06 | EVT-049-052-8 | seller | champion requested a revised mutual action plan"", ""2026-06-11 | EVT-049-052-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-16 | EVT-049-052-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-21 | EVT-049-052-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-26 | EVT-049-052-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-01 | EVT-049-052-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-06 | EVT-049-052-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-11 | EVT-049-052-15 | buyer | security review remains seller-owned"", ""2026-07-16 | EVT-049-052-16 | seller | champion requested a revised mutual action plan"", ""2026-07-21 | EVT-049-052-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-26 | EVT-049-052-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-31 | EVT-049-052-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-05 | EVT-049-052-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-10 | EVT-049-052-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-15 | EVT-049-052-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-20 | EVT-049-052-23 | buyer | security review remains seller-owned"", ""2026-08-25 | EVT-049-052-24 | seller | champion requested a revised mutual action plan"", ""2026-08-30 | EVT-049-052-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-04 | EVT-049-052-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-09 | EVT-049-052-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-14 | EVT-049-052-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-19 | EVT-049-052-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-24 | EVT-049-052-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-29 | EVT-049-052-31 | buyer | security review remains seller-owned"", ""2026-10-04 | EVT-049-052-32 | seller | champion requested a revised mutual action plan"", ""2026-10-09 | EVT-049-052-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-14 | EVT-049-052-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-049-04""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8004930003""" +decision,authorized_field,"""hubspot_owner_id""" +decision,current_value,"""unassigned""" +decision,required_value,"""005SB000000005""" +decision,reason,"""SBP-049-04 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-12""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/053_sbp-049-05_07_scoring_policy.eml b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/053_sbp-049-05_07_scoring_policy.eml new file mode 100644 index 0000000000000000000000000000000000000000..ec702fad7a29f235d0b98333096b11da5510a574 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/053_sbp-049-05_07_scoring_policy.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-049-mosaic-intent-threshold.example +To: portfolio-review@sb100-049-mosaic-intent-threshold.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-049-05 / 07_scoring_policy +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-05", + "account_name": "Evergreen Industries", + "salesforce_account_id": "001SB049000004", + "salesforce_opportunity_id": "006SB049000004", + "hubspot_company_id": "8004910004", + "hubspot_deal_id": "8004920004", + "gong_evidence_id": "GE-049-05", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "07_scoring_policy", + "source_version": "v2.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Evergreen Industries", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 4830683, + "stage": "Qualification", + "close_date": "2026-11-15", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-049-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-03 | EVT-049-053-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-08 | EVT-049-053-2 | seller | implementation capacity moved to the following quarter", + "2026-05-13 | EVT-049-053-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-18 | EVT-049-053-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-23 | EVT-049-053-5 | buyer | economic buyer confirmed procurement timing", + "2026-05-28 | EVT-049-053-6 | seller | security review remains seller-owned", + "2026-06-02 | EVT-049-053-7 | buyer | champion requested a revised mutual action plan", + "2026-06-07 | EVT-049-053-8 | seller | finance validation is complete but legal review is open", + "2026-06-12 | EVT-049-053-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-17 | EVT-049-053-10 | seller | implementation capacity moved to the following quarter", + "2026-06-22 | EVT-049-053-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-27 | EVT-049-053-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-02 | EVT-049-053-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-07 | EVT-049-053-14 | seller | security review remains seller-owned", + "2026-07-12 | EVT-049-053-15 | buyer | champion requested a revised mutual action plan", + "2026-07-17 | EVT-049-053-16 | seller | finance validation is complete but legal review is open", + "2026-07-22 | EVT-049-053-17 | buyer | buyer explicitly paused the evaluation", + "2026-07-27 | EVT-049-053-18 | seller | implementation capacity moved to the following quarter", + "2026-08-01 | EVT-049-053-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-06 | EVT-049-053-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-11 | EVT-049-053-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-16 | EVT-049-053-22 | seller | security review remains seller-owned", + "2026-08-21 | EVT-049-053-23 | buyer | champion requested a revised mutual action plan", + "2026-08-26 | EVT-049-053-24 | seller | finance validation is complete but legal review is open", + "2026-08-31 | EVT-049-053-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-05 | EVT-049-053-26 | seller | implementation capacity moved to the following quarter", + "2026-09-10 | EVT-049-053-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-15 | EVT-049-053-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-20 | EVT-049-053-29 | buyer | economic buyer confirmed procurement timing", + "2026-09-25 | EVT-049-053-30 | seller | security review remains seller-owned", + "2026-09-30 | EVT-049-053-31 | buyer | champion requested a revised mutual action plan", + "2026-10-05 | EVT-049-053-32 | seller | finance validation is complete but legal review is open", + "2026-10-10 | EVT-049-053-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-15 | EVT-049-053-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-05", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-05 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-13" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/054_sbp-049-06_07_scoring_policy.xml b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/054_sbp-049-06_07_scoring_policy.xml new file mode 100644 index 0000000000000000000000000000000000000000..aac8414fc56398d7e1e32f56aa8ee86a243a200a --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/054_sbp-049-06_07_scoring_policy.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/055_sbp-049-07_07_scoring_policy.html b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/055_sbp-049-07_07_scoring_policy.html new file mode 100644 index 0000000000000000000000000000000000000000..f60b0452f401b4fc1f47c0da6a74dd339bb4dff8 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/055_sbp-049-07_07_scoring_policy.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-049-mosaic-intent-threshold",
+    "portfolio_key": "SBP-049-07",
+    "account_name": "Granite Works",
+    "salesforce_account_id": "001SB049000006",
+    "salesforce_opportunity_id": "006SB049000006",
+    "hubspot_company_id": "8004910006",
+    "hubspot_deal_id": "8004920006",
+    "gong_evidence_id": "GE-049-07",
+    "period": "2026-Q4",
+    "as_of": "2026-09-06",
+    "folder": "07_scoring_policy",
+    "source_version": "v4.1",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Mosaic Retail AI",
+    "portfolio_account": "Granite Works",
+    "industry": "retail technology",
+    "region": "North America",
+    "requester": "ABM Operations Director",
+    "amount_usd": 404909,
+    "stage": "Qualification",
+    "close_date": "2026-11-29",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-049-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-05 | EVT-049-055-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-10 | EVT-049-055-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-15 | EVT-049-055-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-20 | EVT-049-055-4 | seller | security review remains seller-owned",
+      "2026-05-25 | EVT-049-055-5 | buyer | champion requested a revised mutual action plan",
+      "2026-05-30 | EVT-049-055-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-04 | EVT-049-055-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-09 | EVT-049-055-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-14 | EVT-049-055-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-19 | EVT-049-055-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-24 | EVT-049-055-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-29 | EVT-049-055-12 | seller | security review remains seller-owned",
+      "2026-07-04 | EVT-049-055-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-09 | EVT-049-055-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-14 | EVT-049-055-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-19 | EVT-049-055-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-24 | EVT-049-055-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-29 | EVT-049-055-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-03 | EVT-049-055-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-08 | EVT-049-055-20 | seller | security review remains seller-owned",
+      "2026-08-13 | EVT-049-055-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-18 | EVT-049-055-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-23 | EVT-049-055-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-28 | EVT-049-055-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-02 | EVT-049-055-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-07 | EVT-049-055-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-12 | EVT-049-055-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-17 | EVT-049-055-28 | seller | security review remains seller-owned",
+      "2026-09-22 | EVT-049-055-29 | buyer | champion requested a revised mutual action plan",
+      "2026-09-27 | EVT-049-055-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-02 | EVT-049-055-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-07 | EVT-049-055-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-12 | EVT-049-055-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-17 | EVT-049-055-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-049-05",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB049000006",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-049-07 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-09"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/056_sbp-049-08_07_scoring_policy.md b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/056_sbp-049-08_07_scoring_policy.md new file mode 100644 index 0000000000000000000000000000000000000000..32d1a57e706c0d27c7aa0b43f06677a80f760db8 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/07_scoring_policy/056_sbp-049-08_07_scoring_policy.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-08", + "account_name": "Harbor Technologies", + "salesforce_account_id": "001SB049000007", + "salesforce_opportunity_id": "006SB049000007", + "hubspot_company_id": "8004910007", + "hubspot_deal_id": "8004920007", + "gong_evidence_id": "GE-049-08", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "07_scoring_policy", + "source_version": "v1.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Harbor Technologies", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 542022, + "stage": "Proposal", + "close_date": "2026-12-06", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-049-08 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-06 | EVT-049-056-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-11 | EVT-049-056-2 | seller | economic buyer confirmed procurement timing", + "2026-05-16 | EVT-049-056-3 | buyer | security review remains seller-owned", + "2026-05-21 | EVT-049-056-4 | seller | champion requested a revised mutual action plan", + "2026-05-26 | EVT-049-056-5 | buyer | finance validation is complete but legal review is open", + "2026-05-31 | EVT-049-056-6 | seller | buyer explicitly paused the evaluation", + "2026-06-05 | EVT-049-056-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-10 | EVT-049-056-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-15 | EVT-049-056-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-20 | EVT-049-056-10 | seller | economic buyer confirmed procurement timing", + "2026-06-25 | EVT-049-056-11 | buyer | security review remains seller-owned", + "2026-06-30 | EVT-049-056-12 | seller | champion requested a revised mutual action plan", + "2026-07-05 | EVT-049-056-13 | buyer | finance validation is complete but legal review is open", + "2026-07-10 | EVT-049-056-14 | seller | buyer explicitly paused the evaluation", + "2026-07-15 | EVT-049-056-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-20 | EVT-049-056-16 | seller | competitive evaluation narrowed to two vendors", + "2026-07-25 | EVT-049-056-17 | buyer | renewal notice was acknowledged by procurement", + "2026-07-30 | EVT-049-056-18 | seller | economic buyer confirmed procurement timing", + "2026-08-04 | EVT-049-056-19 | buyer | security review remains seller-owned", + "2026-08-09 | EVT-049-056-20 | seller | champion requested a revised mutual action plan", + "2026-08-14 | EVT-049-056-21 | buyer | finance validation is complete but legal review is open", + "2026-08-19 | EVT-049-056-22 | seller | buyer explicitly paused the evaluation", + "2026-08-24 | EVT-049-056-23 | buyer | implementation capacity moved to the following quarter", + "2026-08-29 | EVT-049-056-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-03 | EVT-049-056-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-08 | EVT-049-056-26 | seller | economic buyer confirmed procurement timing", + "2026-09-13 | EVT-049-056-27 | buyer | security review remains seller-owned", + "2026-09-18 | EVT-049-056-28 | seller | champion requested a revised mutual action plan", + "2026-09-23 | EVT-049-056-29 | buyer | finance validation is complete but legal review is open", + "2026-09-28 | EVT-049-056-30 | seller | buyer explicitly paused the evaluation", + "2026-10-03 | EVT-049-056-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-08 | EVT-049-056-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-13 | EVT-049-056-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-18 | EVT-049-056-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-08", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-08 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Maya Chen", + "deadline": "2026-09-10" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/057_sbp-049-09_08_consent.md b/task_files/sb100-049-mosaic-intent-threshold/08_consent/057_sbp-049-09_08_consent.md new file mode 100644 index 0000000000000000000000000000000000000000..a55ce621be71ac1f77a6e7a1228496fc934849b1 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/057_sbp-049-09_08_consent.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-09", + "account_name": "Indigo Services", + "salesforce_account_id": "001SB049000008", + "salesforce_opportunity_id": "006SB049000008", + "hubspot_company_id": "8004910008", + "hubspot_deal_id": "8004920008", + "gong_evidence_id": "GE-049-09", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "08_consent", + "source_version": "v2.3", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Indigo Services", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 679135, + "stage": "Qualification", + "close_date": "2026-12-13", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-049-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-07 | EVT-049-057-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-12 | EVT-049-057-2 | seller | security review remains seller-owned", + "2026-05-17 | EVT-049-057-3 | buyer | champion requested a revised mutual action plan", + "2026-05-22 | EVT-049-057-4 | seller | finance validation is complete but legal review is open", + "2026-05-27 | EVT-049-057-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-01 | EVT-049-057-6 | seller | implementation capacity moved to the following quarter", + "2026-06-06 | EVT-049-057-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-11 | EVT-049-057-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-16 | EVT-049-057-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-21 | EVT-049-057-10 | seller | security review remains seller-owned", + "2026-06-26 | EVT-049-057-11 | buyer | champion requested a revised mutual action plan", + "2026-07-01 | EVT-049-057-12 | seller | finance validation is complete but legal review is open", + "2026-07-06 | EVT-049-057-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-11 | EVT-049-057-14 | seller | implementation capacity moved to the following quarter", + "2026-07-16 | EVT-049-057-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-21 | EVT-049-057-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-26 | EVT-049-057-17 | buyer | economic buyer confirmed procurement timing", + "2026-07-31 | EVT-049-057-18 | seller | security review remains seller-owned", + "2026-08-05 | EVT-049-057-19 | buyer | champion requested a revised mutual action plan", + "2026-08-10 | EVT-049-057-20 | seller | finance validation is complete but legal review is open", + "2026-08-15 | EVT-049-057-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-20 | EVT-049-057-22 | seller | implementation capacity moved to the following quarter", + "2026-08-25 | EVT-049-057-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-30 | EVT-049-057-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-04 | EVT-049-057-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-09 | EVT-049-057-26 | seller | security review remains seller-owned", + "2026-09-14 | EVT-049-057-27 | buyer | champion requested a revised mutual action plan", + "2026-09-19 | EVT-049-057-28 | seller | finance validation is complete but legal review is open", + "2026-09-24 | EVT-049-057-29 | buyer | buyer explicitly paused the evaluation", + "2026-09-29 | EVT-049-057-30 | seller | implementation capacity moved to the following quarter", + "2026-10-04 | EVT-049-057-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-09 | EVT-049-057-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-14 | EVT-049-057-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-19 | EVT-049-057-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-06", + "authorized_system": "hubspot", + "authorized_record_id": "8004930008", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000002", + "reason": "SBP-049-09 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-11" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/058_sbp-049-10_08_consent.txt b/task_files/sb100-049-mosaic-intent-threshold/08_consent/058_sbp-049-10_08_consent.txt new file mode 100644 index 0000000000000000000000000000000000000000..e400fa4dfb7386f6b17555e7141ac571e5fab1ec --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/058_sbp-049-10_08_consent.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-10", + "account_name": "Juniper Ventures", + "salesforce_account_id": "001SB049000009", + "salesforce_opportunity_id": "006SB049000009", + "hubspot_company_id": "8004910009", + "hubspot_deal_id": "8004920009", + "gong_evidence_id": "GE-049-10", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "08_consent", + "source_version": "v3.4", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Juniper Ventures", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 816248, + "stage": "Proposal", + "close_date": "2026-09-03", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-049-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-08 | EVT-049-058-1 | buyer | security review remains seller-owned", + "2026-05-13 | EVT-049-058-2 | seller | champion requested a revised mutual action plan", + "2026-05-18 | EVT-049-058-3 | buyer | finance validation is complete but legal review is open", + "2026-05-23 | EVT-049-058-4 | seller | buyer explicitly paused the evaluation", + "2026-05-28 | EVT-049-058-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-02 | EVT-049-058-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-07 | EVT-049-058-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-12 | EVT-049-058-8 | seller | economic buyer confirmed procurement timing", + "2026-06-17 | EVT-049-058-9 | buyer | security review remains seller-owned", + "2026-06-22 | EVT-049-058-10 | seller | champion requested a revised mutual action plan", + "2026-06-27 | EVT-049-058-11 | buyer | finance validation is complete but legal review is open", + "2026-07-02 | EVT-049-058-12 | seller | buyer explicitly paused the evaluation", + "2026-07-07 | EVT-049-058-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-12 | EVT-049-058-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-17 | EVT-049-058-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-22 | EVT-049-058-16 | seller | economic buyer confirmed procurement timing", + "2026-07-27 | EVT-049-058-17 | buyer | security review remains seller-owned", + "2026-08-01 | EVT-049-058-18 | seller | champion requested a revised mutual action plan", + "2026-08-06 | EVT-049-058-19 | buyer | finance validation is complete but legal review is open", + "2026-08-11 | EVT-049-058-20 | seller | buyer explicitly paused the evaluation", + "2026-08-16 | EVT-049-058-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-21 | EVT-049-058-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-26 | EVT-049-058-23 | buyer | renewal notice was acknowledged by procurement", + "2026-08-31 | EVT-049-058-24 | seller | economic buyer confirmed procurement timing", + "2026-09-05 | EVT-049-058-25 | buyer | security review remains seller-owned", + "2026-09-10 | EVT-049-058-26 | seller | champion requested a revised mutual action plan", + "2026-09-15 | EVT-049-058-27 | buyer | finance validation is complete but legal review is open", + "2026-09-20 | EVT-049-058-28 | seller | buyer explicitly paused the evaluation", + "2026-09-25 | EVT-049-058-29 | buyer | implementation capacity moved to the following quarter", + "2026-09-30 | EVT-049-058-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-05 | EVT-049-058-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-10 | EVT-049-058-32 | seller | economic buyer confirmed procurement timing", + "2026-10-15 | EVT-049-058-33 | buyer | security review remains seller-owned", + "2026-10-20 | EVT-049-058-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-07", + "authorized_system": "salesforce", + "authorized_record_id": "00QSB049000009", + "authorized_field": "OwnerId", + "current_value": "00GQUEUE", + "required_value": "005SB000000003", + "reason": "SBP-049-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/059_sbp-049-11_08_consent.json b/task_files/sb100-049-mosaic-intent-threshold/08_consent/059_sbp-049-11_08_consent.json new file mode 100644 index 0000000000000000000000000000000000000000..9c5d5401b25015f3bfa56ad4fef81e7612a2d1d2 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/059_sbp-049-11_08_consent.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 953361, + "benchmark_company": "Mosaic Retail AI", + "close_date": "2026-09-10", + "industry": "retail technology", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Keystone Enterprises", + "region": "North America", + "requester": "ABM Operations Director", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "hubspot_owner_id", + "authorized_record_id": "8004930010", + "authorized_system": "hubspot", + "current_value": "unassigned", + "deadline": "2026-09-13", + "decision_code": "CHG-049-08", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-049-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "required_value": "005SB000000004" + }, + "evidence": { + "events": [ + "2026-05-09 | EVT-049-059-1 | buyer | champion requested a revised mutual action plan", + "2026-05-14 | EVT-049-059-2 | seller | finance validation is complete but legal review is open", + "2026-05-19 | EVT-049-059-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-24 | EVT-049-059-4 | seller | implementation capacity moved to the following quarter", + "2026-05-29 | EVT-049-059-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-03 | EVT-049-059-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-08 | EVT-049-059-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-13 | EVT-049-059-8 | seller | security review remains seller-owned", + "2026-06-18 | EVT-049-059-9 | buyer | champion requested a revised mutual action plan", + "2026-06-23 | EVT-049-059-10 | seller | finance validation is complete but legal review is open", + "2026-06-28 | EVT-049-059-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-03 | EVT-049-059-12 | seller | implementation capacity moved to the following quarter", + "2026-07-08 | EVT-049-059-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-13 | EVT-049-059-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-18 | EVT-049-059-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-23 | EVT-049-059-16 | seller | security review remains seller-owned", + "2026-07-28 | EVT-049-059-17 | buyer | champion requested a revised mutual action plan", + "2026-08-02 | EVT-049-059-18 | seller | finance validation is complete but legal review is open", + "2026-08-07 | EVT-049-059-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-12 | EVT-049-059-20 | seller | implementation capacity moved to the following quarter", + "2026-08-17 | EVT-049-059-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-22 | EVT-049-059-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-27 | EVT-049-059-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-01 | EVT-049-059-24 | seller | security review remains seller-owned", + "2026-09-06 | EVT-049-059-25 | buyer | champion requested a revised mutual action plan", + "2026-09-11 | EVT-049-059-26 | seller | finance validation is complete but legal review is open", + "2026-09-16 | EVT-049-059-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-21 | EVT-049-059-28 | seller | implementation capacity moved to the following quarter", + "2026-09-26 | EVT-049-059-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-01 | EVT-049-059-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-06 | EVT-049-059-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-11 | EVT-049-059-32 | seller | security review remains seller-owned", + "2026-10-16 | EVT-049-059-33 | buyer | champion requested a revised mutual action plan", + "2026-10-21 | EVT-049-059-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-049-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Enterprises", + "as_of": "2026-09-06", + "classification": "synthetic-confidential", + "folder": "08_consent", + "gong_evidence_id": "GE-049-11", + "hubspot_company_id": "8004910010", + "hubspot_deal_id": "8004920010", + "period": "2026-Q4", + "portfolio_key": "SBP-049-11", + "salesforce_account_id": "001SB049000010", + "salesforce_opportunity_id": "006SB049000010", + "source_version": "v4.5", + "task_id": "sb100-049-mosaic-intent-threshold" + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/060_sbp-049-12_08_consent.csv b/task_files/sb100-049-mosaic-intent-threshold/08_consent/060_sbp-049-12_08_consent.csv new file mode 100644 index 0000000000000000000000000000000000000000..2affc6229a3a6f8af5b953c9d132a1d53a47b626 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/060_sbp-049-12_08_consent.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-049-mosaic-intent-threshold""" +record_control,portfolio_key,"""SBP-049-12""" +record_control,account_name,"""Lantern Cooperative""" +record_control,salesforce_account_id,"""001SB049000011""" +record_control,salesforce_opportunity_id,"""006SB049000011""" +record_control,hubspot_company_id,"""8004910011""" +record_control,hubspot_deal_id,"""8004920011""" +record_control,gong_evidence_id,"""GE-049-12""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-06""" +record_control,folder,"""08_consent""" +record_control,source_version,"""v1.6""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Mosaic Retail AI""" +business_context,portfolio_account,"""Lantern Cooperative""" +business_context,industry,"""retail technology""" +business_context,region,"""North America""" +business_context,requester,"""ABM Operations Director""" +business_context,amount_usd,1090474 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-09-17""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-049-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-10 | EVT-049-060-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-15 | EVT-049-060-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-20 | EVT-049-060-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-25 | EVT-049-060-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-30 | EVT-049-060-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-04 | EVT-049-060-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-09 | EVT-049-060-7 | buyer | security review remains seller-owned"", ""2026-06-14 | EVT-049-060-8 | seller | champion requested a revised mutual action plan"", ""2026-06-19 | EVT-049-060-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-24 | EVT-049-060-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-29 | EVT-049-060-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-04 | EVT-049-060-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-09 | EVT-049-060-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-14 | EVT-049-060-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-19 | EVT-049-060-15 | buyer | security review remains seller-owned"", ""2026-07-24 | EVT-049-060-16 | seller | champion requested a revised mutual action plan"", ""2026-07-29 | EVT-049-060-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-03 | EVT-049-060-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-08 | EVT-049-060-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-13 | EVT-049-060-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-18 | EVT-049-060-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-23 | EVT-049-060-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-28 | EVT-049-060-23 | buyer | security review remains seller-owned"", ""2026-09-02 | EVT-049-060-24 | seller | champion requested a revised mutual action plan"", ""2026-09-07 | EVT-049-060-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-12 | EVT-049-060-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-17 | EVT-049-060-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-22 | EVT-049-060-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-27 | EVT-049-060-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-02 | EVT-049-060-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-07 | EVT-049-060-31 | buyer | security review remains seller-owned"", ""2026-10-12 | EVT-049-060-32 | seller | champion requested a revised mutual action plan"", ""2026-10-17 | EVT-049-060-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-22 | EVT-049-060-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-049-09""" +decision,authorized_system,"""salesforce""" +decision,authorized_record_id,"""00QSB049000011""" +decision,authorized_field,"""OwnerId""" +decision,current_value,"""00GQUEUE""" +decision,required_value,"""005SB000000005""" +decision,reason,"""SBP-049-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-14""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/061_sbp-049-13_08_consent.eml b/task_files/sb100-049-mosaic-intent-threshold/08_consent/061_sbp-049-13_08_consent.eml new file mode 100644 index 0000000000000000000000000000000000000000..706e5170c99947a23d88e29adf38da82822b0423 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/061_sbp-049-13_08_consent.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-049-mosaic-intent-threshold.example +To: portfolio-review@sb100-049-mosaic-intent-threshold.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-049-13 / 08_consent +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-13", + "account_name": "Meridian Platform", + "salesforce_account_id": "001SB049000012", + "salesforce_opportunity_id": "006SB049000012", + "hubspot_company_id": "8004910012", + "hubspot_deal_id": "8004920012", + "gong_evidence_id": "GE-049-13", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "08_consent", + "source_version": "v2.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Meridian Platform", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 1227587, + "stage": "Qualification", + "close_date": "2026-09-24", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-049-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-11 | EVT-049-061-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-16 | EVT-049-061-2 | seller | implementation capacity moved to the following quarter", + "2026-05-21 | EVT-049-061-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-26 | EVT-049-061-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-31 | EVT-049-061-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-05 | EVT-049-061-6 | seller | security review remains seller-owned", + "2026-06-10 | EVT-049-061-7 | buyer | champion requested a revised mutual action plan", + "2026-06-15 | EVT-049-061-8 | seller | finance validation is complete but legal review is open", + "2026-06-20 | EVT-049-061-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-25 | EVT-049-061-10 | seller | implementation capacity moved to the following quarter", + "2026-06-30 | EVT-049-061-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-05 | EVT-049-061-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-10 | EVT-049-061-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-15 | EVT-049-061-14 | seller | security review remains seller-owned", + "2026-07-20 | EVT-049-061-15 | buyer | champion requested a revised mutual action plan", + "2026-07-25 | EVT-049-061-16 | seller | finance validation is complete but legal review is open", + "2026-07-30 | EVT-049-061-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-04 | EVT-049-061-18 | seller | implementation capacity moved to the following quarter", + "2026-08-09 | EVT-049-061-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-14 | EVT-049-061-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-19 | EVT-049-061-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-24 | EVT-049-061-22 | seller | security review remains seller-owned", + "2026-08-29 | EVT-049-061-23 | buyer | champion requested a revised mutual action plan", + "2026-09-03 | EVT-049-061-24 | seller | finance validation is complete but legal review is open", + "2026-09-08 | EVT-049-061-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-13 | EVT-049-061-26 | seller | implementation capacity moved to the following quarter", + "2026-09-18 | EVT-049-061-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-23 | EVT-049-061-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-28 | EVT-049-061-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-03 | EVT-049-061-30 | seller | security review remains seller-owned", + "2026-10-08 | EVT-049-061-31 | buyer | champion requested a revised mutual action plan", + "2026-10-13 | EVT-049-061-32 | seller | finance validation is complete but legal review is open", + "2026-10-18 | EVT-049-061-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-23 | EVT-049-061-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-049-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-049-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/062_sbp-049-14_08_consent.xml b/task_files/sb100-049-mosaic-intent-threshold/08_consent/062_sbp-049-14_08_consent.xml new file mode 100644 index 0000000000000000000000000000000000000000..310cbccf99d8d1a39755edfabda60d78fb917c69 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/062_sbp-049-14_08_consent.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/063_sbp-049-15_08_consent.html b/task_files/sb100-049-mosaic-intent-threshold/08_consent/063_sbp-049-15_08_consent.html new file mode 100644 index 0000000000000000000000000000000000000000..79d9d776da0d388102611a73edfa19029c6c91a5 --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/063_sbp-049-15_08_consent.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-049-mosaic-intent-threshold",
+    "portfolio_key": "SBP-049-15",
+    "account_name": "Orchard Group",
+    "salesforce_account_id": "001SB049000014",
+    "salesforce_opportunity_id": "006SB049000014",
+    "hubspot_company_id": "8004910014",
+    "hubspot_deal_id": "8004920014",
+    "gong_evidence_id": "GE-049-15",
+    "period": "2026-Q4",
+    "as_of": "2026-09-06",
+    "folder": "08_consent",
+    "source_version": "v4.0",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Mosaic Retail AI",
+    "portfolio_account": "Orchard Group",
+    "industry": "retail technology",
+    "region": "North America",
+    "requester": "ABM Operations Director",
+    "amount_usd": 1501813,
+    "stage": "Qualification",
+    "close_date": "2026-10-08",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-049-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-049-063-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-18 | EVT-049-063-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-049-063-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-049-063-4 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-049-063-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-049-063-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-049-063-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-049-063-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-049-063-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-049-063-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-049-063-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-049-063-12 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-049-063-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-049-063-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-049-063-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-049-063-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-049-063-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-049-063-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-049-063-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-049-063-20 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-049-063-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-049-063-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-049-063-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-049-063-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-049-063-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-049-063-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-049-063-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-049-063-28 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-049-063-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-049-063-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-049-063-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-049-063-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-049-063-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-049-063-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-049-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "00QSB049000014",
+    "authorized_field": "OwnerId",
+    "current_value": "00GQUEUE",
+    "required_value": "005SB000000008",
+    "reason": "SBP-049-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-11"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-049-mosaic-intent-threshold/08_consent/064_sbp-049-16_08_consent.md b/task_files/sb100-049-mosaic-intent-threshold/08_consent/064_sbp-049-16_08_consent.md new file mode 100644 index 0000000000000000000000000000000000000000..3e7e778a2f5b030c5e53740f8265753bc7b226fc --- /dev/null +++ b/task_files/sb100-049-mosaic-intent-threshold/08_consent/064_sbp-049-16_08_consent.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-049-mosaic-intent-threshold", + "portfolio_key": "SBP-049-16", + "account_name": "Palisade Holdings", + "salesforce_account_id": "001SB049000015", + "salesforce_opportunity_id": "006SB049000015", + "hubspot_company_id": "8004910015", + "hubspot_deal_id": "8004920015", + "gong_evidence_id": "GE-049-16", + "period": "2026-Q4", + "as_of": "2026-09-06", + "folder": "08_consent", + "source_version": "v1.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Mosaic Retail AI", + "portfolio_account": "Palisade Holdings", + "industry": "retail technology", + "region": "North America", + "requester": "ABM Operations Director", + "amount_usd": 1638926, + "stage": "Proposal", + "close_date": "2026-10-15", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-049-16 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For lead-routing, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-14 | EVT-049-064-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-19 | EVT-049-064-2 | seller | economic buyer confirmed procurement timing", + "2026-05-24 | EVT-049-064-3 | buyer | security review remains seller-owned", + "2026-05-29 | EVT-049-064-4 | seller | champion requested a revised mutual action plan", + "2026-06-03 | EVT-049-064-5 | buyer | finance validation is complete but legal review is open", + "2026-06-08 | EVT-049-064-6 | seller | buyer explicitly paused the evaluation", + "2026-06-13 | EVT-049-064-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-18 | EVT-049-064-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-23 | EVT-049-064-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-28 | EVT-049-064-10 | seller | economic buyer confirmed procurement timing", + "2026-07-03 | EVT-049-064-11 | buyer | security review remains seller-owned", + "2026-07-08 | EVT-049-064-12 | seller | champion requested a revised mutual action plan", + "2026-07-13 | EVT-049-064-13 | buyer | finance validation is complete but legal review is open", + "2026-07-18 | EVT-049-064-14 | seller | buyer explicitly paused the evaluation", + "2026-07-23 | EVT-049-064-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-28 | EVT-049-064-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-02 | EVT-049-064-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-07 | EVT-049-064-18 | seller | economic buyer confirmed procurement timing", + "2026-08-12 | EVT-049-064-19 | buyer | security review remains seller-owned", + "2026-08-17 | EVT-049-064-20 | seller | champion requested a revised mutual action plan", + "2026-08-22 | EVT-049-064-21 | buyer | finance validation is complete but legal review is open", + "2026-08-27 | EVT-049-064-22 | seller | buyer explicitly paused the evaluation", + "2026-09-01 | EVT-049-064-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-06 | EVT-049-064-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-11 | EVT-049-064-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-16 | EVT-049-064-26 | seller | economic buyer confirmed procurement timing", + "2026-09-21 | EVT-049-064-27 | buyer | security review remains seller-owned", + "2026-09-26 | EVT-049-064-28 | seller | champion requested a revised mutual action plan", + "2026-10-01 | EVT-049-064-29 | buyer | finance validation is complete but legal review is open", + "2026-10-06 | EVT-049-064-30 | seller | buyer explicitly paused the evaluation", + "2026-10-11 | EVT-049-064-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-16 | EVT-049-064-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-21 | EVT-049-064-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-26 | EVT-049-064-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-049-12", + "authorized_system": "hubspot", + "authorized_record_id": "8004930015", + "authorized_field": "hubspot_owner_id", + "current_value": "unassigned", + "required_value": "005SB000000001", + "reason": "SBP-049-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-067-fir-usage-commit/03_line_items/018_sbp-067-02_03_line_items.txt b/task_files/sb100-067-fir-usage-commit/03_line_items/018_sbp-067-02_03_line_items.txt new file mode 100644 index 0000000000000000000000000000000000000000..558db36865e3eeb256fe888e89c4d0a5bb2685d6 --- /dev/null +++ b/task_files/sb100-067-fir-usage-commit/03_line_items/018_sbp-067-02_03_line_items.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-067-fir-usage-commit", + "portfolio_key": "SBP-067-02", + "account_name": "Beacon Labs", + "salesforce_account_id": "001SB067000001", + "salesforce_opportunity_id": "006SB067000001", + "hubspot_company_id": "8006710001", + "hubspot_deal_id": "8006720001", + "gong_evidence_id": "GE-067-02", + "period": "2026-Q3", + "as_of": "2026-09-05", + "folder": "03_line_items", + "source_version": "v3.0", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Fir AI Platform", + "portfolio_account": "Beacon Labs", + "industry": "AI infrastructure", + "region": "Global", + "requester": "Strategic Pricing Lead", + "amount_usd": 1226286, + "stage": "Proposal", + "close_date": "2026-11-12", + "owner": "Amina Yusuf", + "owner_role": "Account Director" + }, + "evidence": { + "signal": "renewal notice was acknowledged by procurement", + "risk_code": "procurement_timing", + "gong_summary": "Permitted Gong insight GE-067-02 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.", + "source_of_truth": "For quote-governance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-05 | EVT-067-018-1 | buyer | security review remains seller-owned", + "2026-06-10 | EVT-067-018-2 | seller | champion requested a revised mutual action plan", + "2026-06-15 | EVT-067-018-3 | buyer | finance validation is complete but legal review is open", + "2026-06-20 | EVT-067-018-4 | seller | buyer explicitly paused the evaluation", + "2026-06-25 | EVT-067-018-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-30 | EVT-067-018-6 | seller | competitive evaluation narrowed to two vendors", + "2026-07-05 | EVT-067-018-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-10 | EVT-067-018-8 | seller | economic buyer confirmed procurement timing", + "2026-07-15 | EVT-067-018-9 | buyer | security review remains seller-owned", + "2026-07-20 | EVT-067-018-10 | seller | champion requested a revised mutual action plan", + "2026-07-25 | EVT-067-018-11 | buyer | finance validation is complete but legal review is open", + "2026-07-30 | EVT-067-018-12 | seller | buyer explicitly paused the evaluation", + "2026-08-04 | EVT-067-018-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-09 | EVT-067-018-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-14 | EVT-067-018-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-19 | EVT-067-018-16 | seller | economic buyer confirmed procurement timing", + "2026-08-24 | EVT-067-018-17 | buyer | security review remains seller-owned", + "2026-08-29 | EVT-067-018-18 | seller | champion requested a revised mutual action plan", + "2026-09-03 | EVT-067-018-19 | buyer | finance validation is complete but legal review is open", + "2026-09-08 | EVT-067-018-20 | seller | buyer explicitly paused the evaluation", + "2026-09-13 | EVT-067-018-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-18 | EVT-067-018-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-23 | EVT-067-018-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-28 | EVT-067-018-24 | seller | economic buyer confirmed procurement timing", + "2026-10-03 | EVT-067-018-25 | buyer | security review remains seller-owned", + "2026-10-08 | EVT-067-018-26 | seller | champion requested a revised mutual action plan", + "2026-10-13 | EVT-067-018-27 | buyer | finance validation is complete but legal review is open", + "2026-10-18 | EVT-067-018-28 | seller | buyer explicitly paused the evaluation", + "2026-10-23 | EVT-067-018-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-28 | EVT-067-018-30 | seller | competitive evaluation narrowed to two vendors", + "2026-11-02 | EVT-067-018-31 | buyer | renewal notice was acknowledged by procurement", + "2026-11-07 | EVT-067-018-32 | seller | economic buyer confirmed procurement timing", + "2026-11-12 | EVT-067-018-33 | buyer | security review remains seller-owned", + "2026-11-17 | EVT-067-018-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-067-02", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-067-02 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Amina Yusuf", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-067-fir-usage-commit/03_line_items/020_sbp-067-04_03_line_items.csv b/task_files/sb100-067-fir-usage-commit/03_line_items/020_sbp-067-04_03_line_items.csv new file mode 100644 index 0000000000000000000000000000000000000000..03aba2ed7939a1440d22bbb433d572e3dba3306f --- /dev/null +++ b/task_files/sb100-067-fir-usage-commit/03_line_items/020_sbp-067-04_03_line_items.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-067-fir-usage-commit""" +record_control,portfolio_key,"""SBP-067-04""" +record_control,account_name,"""Dovetail Collective""" +record_control,salesforce_account_id,"""001SB067000003""" +record_control,salesforce_opportunity_id,"""006SB067000003""" +record_control,hubspot_company_id,"""8006710003""" +record_control,hubspot_deal_id,"""8006720003""" +record_control,gong_evidence_id,"""GE-067-04""" +record_control,period,"""2026-Q3""" +record_control,as_of,"""2026-09-05""" +record_control,folder,"""03_line_items""" +record_control,source_version,"""v1.2""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Fir AI Platform""" +business_context,portfolio_account,"""Dovetail Collective""" +business_context,industry,"""AI infrastructure""" +business_context,region,"""Global""" +business_context,requester,"""Strategic Pricing Lead""" +business_context,amount_usd,1500512 +business_context,stage,"""Proposal""" +business_context,close_date,"""2026-11-26""" +business_context,owner,"""Nora Kim""" +business_context,owner_role,"""Renewals Manager""" +evidence,signal,"""security review remains seller-owned""" +evidence,risk_code,"""single_threaded""" +evidence,gong_summary,"""Permitted Gong insight GE-067-04 supports security review remains seller-owned without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For quote-governance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-06-07 | EVT-067-020-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-12 | EVT-067-020-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-17 | EVT-067-020-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-22 | EVT-067-020-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-27 | EVT-067-020-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-02 | EVT-067-020-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-07 | EVT-067-020-7 | buyer | security review remains seller-owned"", ""2026-07-12 | EVT-067-020-8 | seller | champion requested a revised mutual action plan"", ""2026-07-17 | EVT-067-020-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-22 | EVT-067-020-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-27 | EVT-067-020-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-01 | EVT-067-020-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-06 | EVT-067-020-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-11 | EVT-067-020-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-16 | EVT-067-020-15 | buyer | security review remains seller-owned"", ""2026-08-21 | EVT-067-020-16 | seller | champion requested a revised mutual action plan"", ""2026-08-26 | EVT-067-020-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-31 | EVT-067-020-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-05 | EVT-067-020-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-10 | EVT-067-020-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-15 | EVT-067-020-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-20 | EVT-067-020-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-25 | EVT-067-020-23 | buyer | security review remains seller-owned"", ""2026-09-30 | EVT-067-020-24 | seller | champion requested a revised mutual action plan"", ""2026-10-05 | EVT-067-020-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-10 | EVT-067-020-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-15 | EVT-067-020-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-20 | EVT-067-020-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-25 | EVT-067-020-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-30 | EVT-067-020-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-04 | EVT-067-020-31 | buyer | security review remains seller-owned"", ""2026-11-09 | EVT-067-020-32 | seller | champion requested a revised mutual action plan"", ""2026-11-14 | EVT-067-020-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-19 | EVT-067-020-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-067-03""" +decision,authorized_system,"""salesforce""" +decision,authorized_record_id,"""0Q0SB067000003""" +decision,authorized_field,"""Readiness_Status__c""" +decision,current_value,"""Unreviewed""" +decision,required_value,"""Ready with Conditions""" +decision,reason,"""SBP-067-04 qualifies for policy-compliant quote progression because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.""" +decision,owner,"""Nora Kim""" +decision,deadline,"""2026-09-11""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-067-fir-usage-commit/03_line_items/021_sbp-067-05_03_line_items.eml b/task_files/sb100-067-fir-usage-commit/03_line_items/021_sbp-067-05_03_line_items.eml new file mode 100644 index 0000000000000000000000000000000000000000..6baee9b8ffae583129e3b45b42c1a47d0fb0977f --- /dev/null +++ b/task_files/sb100-067-fir-usage-commit/03_line_items/021_sbp-067-05_03_line_items.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-067-fir-usage-commit.example +To: portfolio-review@sb100-067-fir-usage-commit.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-067-05 / 03_line_items +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-067-fir-usage-commit", + "portfolio_key": "SBP-067-05", + "account_name": "Evergreen Works", + "salesforce_account_id": "001SB067000004", + "salesforce_opportunity_id": "006SB067000004", + "hubspot_company_id": "8006710004", + "hubspot_deal_id": "8006720004", + "gong_evidence_id": "GE-067-05", + "period": "2026-Q3", + "as_of": "2026-09-05", + "folder": "03_line_items", + "source_version": "v2.3", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Fir AI Platform", + "portfolio_account": "Evergreen Works", + "industry": "AI infrastructure", + "region": "Global", + "requester": "Strategic Pricing Lead", + "amount_usd": 1637625, + "stage": "Qualification", + "close_date": "2026-12-03", + "owner": "Elena Rossi", + "owner_role": "SDR Manager" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "stage_evidence_gap", + "gong_summary": "Permitted Gong insight GE-067-05 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For quote-governance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-08 | EVT-067-021-1 | buyer | buyer explicitly paused the evaluation", + "2026-06-13 | EVT-067-021-2 | seller | implementation capacity moved to the following quarter", + "2026-06-18 | EVT-067-021-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-23 | EVT-067-021-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-28 | EVT-067-021-5 | buyer | economic buyer confirmed procurement timing", + "2026-07-03 | EVT-067-021-6 | seller | security review remains seller-owned", + "2026-07-08 | EVT-067-021-7 | buyer | champion requested a revised mutual action plan", + "2026-07-13 | EVT-067-021-8 | seller | finance validation is complete but legal review is open", + "2026-07-18 | EVT-067-021-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-23 | EVT-067-021-10 | seller | implementation capacity moved to the following quarter", + "2026-07-28 | EVT-067-021-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-02 | EVT-067-021-12 | seller | renewal notice was acknowledged by procurement", + "2026-08-07 | EVT-067-021-13 | buyer | economic buyer confirmed procurement timing", + "2026-08-12 | EVT-067-021-14 | seller | security review remains seller-owned", + "2026-08-17 | EVT-067-021-15 | buyer | champion requested a revised mutual action plan", + "2026-08-22 | EVT-067-021-16 | seller | finance validation is complete but legal review is open", + "2026-08-27 | EVT-067-021-17 | buyer | buyer explicitly paused the evaluation", + "2026-09-01 | EVT-067-021-18 | seller | implementation capacity moved to the following quarter", + "2026-09-06 | EVT-067-021-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-11 | EVT-067-021-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-16 | EVT-067-021-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-21 | EVT-067-021-22 | seller | security review remains seller-owned", + "2026-09-26 | EVT-067-021-23 | buyer | champion requested a revised mutual action plan", + "2026-10-01 | EVT-067-021-24 | seller | finance validation is complete but legal review is open", + "2026-10-06 | EVT-067-021-25 | buyer | buyer explicitly paused the evaluation", + "2026-10-11 | EVT-067-021-26 | seller | implementation capacity moved to the following quarter", + "2026-10-16 | EVT-067-021-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-21 | EVT-067-021-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-26 | EVT-067-021-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-31 | EVT-067-021-30 | seller | security review remains seller-owned", + "2026-11-05 | EVT-067-021-31 | buyer | champion requested a revised mutual action plan", + "2026-11-10 | EVT-067-021-32 | seller | finance validation is complete but legal review is open", + "2026-11-15 | EVT-067-021-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-20 | EVT-067-021-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-067-04", + "authorized_system": "hubspot", + "authorized_record_id": "8006720004", + "authorized_field": "quote_readiness", + "current_value": "unreviewed", + "required_value": "ready_with_conditions", + "reason": "SBP-067-05 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "owner": "Elena Rossi", + "deadline": "2026-09-12" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-067-fir-usage-commit/03_line_items/022_sbp-067-06_03_line_items.xml b/task_files/sb100-067-fir-usage-commit/03_line_items/022_sbp-067-06_03_line_items.xml new file mode 100644 index 0000000000000000000000000000000000000000..35a58a6b148f55724a92544d7674a1b6f9017924 --- /dev/null +++ b/task_files/sb100-067-fir-usage-commit/03_line_items/022_sbp-067-06_03_line_items.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-067-fir-usage-commit/03_line_items/024_sbp-067-08_03_line_items.md b/task_files/sb100-067-fir-usage-commit/03_line_items/024_sbp-067-08_03_line_items.md new file mode 100644 index 0000000000000000000000000000000000000000..9e57a1f70f9e0f958a39310a80e81396aa6b1e1d --- /dev/null +++ b/task_files/sb100-067-fir-usage-commit/03_line_items/024_sbp-067-08_03_line_items.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-067-fir-usage-commit", + "portfolio_key": "SBP-067-08", + "account_name": "Harbor Ventures", + "salesforce_account_id": "001SB067000007", + "salesforce_opportunity_id": "006SB067000007", + "hubspot_company_id": "8006710007", + "hubspot_deal_id": "8006720007", + "gong_evidence_id": "GE-067-08", + "period": "2026-Q3", + "as_of": "2026-09-05", + "folder": "03_line_items", + "source_version": "v1.6", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Fir AI Platform", + "portfolio_account": "Harbor Ventures", + "industry": "AI infrastructure", + "region": "Global", + "requester": "Strategic Pricing Lead", + "amount_usd": 2048964, + "stage": "Proposal", + "close_date": "2026-09-07", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "implementation capacity moved to the following quarter", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-067-08 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.", + "source_of_truth": "For quote-governance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-11 | EVT-067-024-1 | buyer | renewal notice was acknowledged by procurement", + "2026-06-16 | EVT-067-024-2 | seller | economic buyer confirmed procurement timing", + "2026-06-21 | EVT-067-024-3 | buyer | security review remains seller-owned", + "2026-06-26 | EVT-067-024-4 | seller | champion requested a revised mutual action plan", + "2026-07-01 | EVT-067-024-5 | buyer | finance validation is complete but legal review is open", + "2026-07-06 | EVT-067-024-6 | seller | buyer explicitly paused the evaluation", + "2026-07-11 | EVT-067-024-7 | buyer | implementation capacity moved to the following quarter", + "2026-07-16 | EVT-067-024-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-21 | EVT-067-024-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-26 | EVT-067-024-10 | seller | economic buyer confirmed procurement timing", + "2026-07-31 | EVT-067-024-11 | buyer | security review remains seller-owned", + "2026-08-05 | EVT-067-024-12 | seller | champion requested a revised mutual action plan", + "2026-08-10 | EVT-067-024-13 | buyer | finance validation is complete but legal review is open", + "2026-08-15 | EVT-067-024-14 | seller | buyer explicitly paused the evaluation", + "2026-08-20 | EVT-067-024-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-25 | EVT-067-024-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-30 | EVT-067-024-17 | buyer | renewal notice was acknowledged by procurement", + "2026-09-04 | EVT-067-024-18 | seller | economic buyer confirmed procurement timing", + "2026-09-09 | EVT-067-024-19 | buyer | security review remains seller-owned", + "2026-09-14 | EVT-067-024-20 | seller | champion requested a revised mutual action plan", + "2026-09-19 | EVT-067-024-21 | buyer | finance validation is complete but legal review is open", + "2026-09-24 | EVT-067-024-22 | seller | buyer explicitly paused the evaluation", + "2026-09-29 | EVT-067-024-23 | buyer | implementation capacity moved to the following quarter", + "2026-10-04 | EVT-067-024-24 | seller | competitive evaluation narrowed to two vendors", + "2026-10-09 | EVT-067-024-25 | buyer | renewal notice was acknowledged by procurement", + "2026-10-14 | EVT-067-024-26 | seller | economic buyer confirmed procurement timing", + "2026-10-19 | EVT-067-024-27 | buyer | security review remains seller-owned", + "2026-10-24 | EVT-067-024-28 | seller | champion requested a revised mutual action plan", + "2026-10-29 | EVT-067-024-29 | buyer | finance validation is complete but legal review is open", + "2026-11-03 | EVT-067-024-30 | seller | buyer explicitly paused the evaluation", + "2026-11-08 | EVT-067-024-31 | buyer | implementation capacity moved to the following quarter", + "2026-11-13 | EVT-067-024-32 | seller | competitive evaluation narrowed to two vendors", + "2026-11-18 | EVT-067-024-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-23 | EVT-067-024-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-067-07", + "authorized_system": "salesforce", + "authorized_record_id": "0Q0SB067000007", + "authorized_field": "Readiness_Status__c", + "current_value": "Unreviewed", + "required_value": "Ready with Conditions", + "reason": "SBP-067-08 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-09" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-067-fir-usage-commit/07_hubspot_deals/051_sbp-067-03_07_hubspot_deals.json b/task_files/sb100-067-fir-usage-commit/07_hubspot_deals/051_sbp-067-03_07_hubspot_deals.json new file mode 100644 index 0000000000000000000000000000000000000000..633940d081c97d6d4d89a92a8ffe626eb5584347 --- /dev/null +++ b/task_files/sb100-067-fir-usage-commit/07_hubspot_deals/051_sbp-067-03_07_hubspot_deals.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 1363399, + "benchmark_company": "Fir AI Platform", + "close_date": "2026-11-19", + "industry": "AI infrastructure", + "owner": "Theo Martin", + "owner_role": "Channel Manager", + "portfolio_account": "Cobalt Industries", + "region": "Global", + "requester": "Strategic Pricing Lead", + "stage": "Qualification" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "quote_readiness", + "authorized_record_id": "8006720002", + "authorized_system": "hubspot", + "current_value": "unreviewed", + "deadline": "2026-09-10", + "decision_code": "CHG-067-02", + "eligible_for_requested_workflow": true, + "owner": "Theo Martin", + "reason": "SBP-067-03 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "required_value": "ready_with_conditions" + }, + "evidence": { + "events": [ + "2026-05-19 | EVT-067-051-1 | buyer | champion requested a revised mutual action plan", + "2026-05-24 | EVT-067-051-2 | seller | finance validation is complete but legal review is open", + "2026-05-29 | EVT-067-051-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-03 | EVT-067-051-4 | seller | implementation capacity moved to the following quarter", + "2026-06-08 | EVT-067-051-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-13 | EVT-067-051-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-18 | EVT-067-051-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-23 | EVT-067-051-8 | seller | security review remains seller-owned", + "2026-06-28 | EVT-067-051-9 | buyer | champion requested a revised mutual action plan", + "2026-07-03 | EVT-067-051-10 | seller | finance validation is complete but legal review is open", + "2026-07-08 | EVT-067-051-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-13 | EVT-067-051-12 | seller | implementation capacity moved to the following quarter", + "2026-07-18 | EVT-067-051-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-23 | EVT-067-051-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-28 | EVT-067-051-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-02 | EVT-067-051-16 | seller | security review remains seller-owned", + "2026-08-07 | EVT-067-051-17 | buyer | champion requested a revised mutual action plan", + "2026-08-12 | EVT-067-051-18 | seller | finance validation is complete but legal review is open", + "2026-08-17 | EVT-067-051-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-22 | EVT-067-051-20 | seller | implementation capacity moved to the following quarter", + "2026-08-27 | EVT-067-051-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-01 | EVT-067-051-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-06 | EVT-067-051-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-11 | EVT-067-051-24 | seller | security review remains seller-owned", + "2026-09-16 | EVT-067-051-25 | buyer | champion requested a revised mutual action plan", + "2026-09-21 | EVT-067-051-26 | seller | finance validation is complete but legal review is open", + "2026-09-26 | EVT-067-051-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-01 | EVT-067-051-28 | seller | implementation capacity moved to the following quarter", + "2026-10-06 | EVT-067-051-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-11 | EVT-067-051-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-16 | EVT-067-051-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-21 | EVT-067-051-32 | seller | security review remains seller-owned", + "2026-10-26 | EVT-067-051-33 | buyer | champion requested a revised mutual action plan", + "2026-10-31 | EVT-067-051-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-067-03 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.", + "risk_code": "consent_conflict", + "signal": "economic buyer confirmed procurement timing", + "source_of_truth": "For quote-governance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Industries", + "as_of": "2026-09-05", + "classification": "synthetic-confidential", + "folder": "07_hubspot_deals", + "gong_evidence_id": "GE-067-03", + "hubspot_company_id": "8006710002", + "hubspot_deal_id": "8006720002", + "period": "2026-Q3", + "portfolio_key": "SBP-067-03", + "salesforce_account_id": "001SB067000002", + "salesforce_opportunity_id": "006SB067000002", + "source_version": "v4.6", + "task_id": "sb100-067-fir-usage-commit" + } +} diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/025_sbp-072-09_04_gong_briefs.md b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/025_sbp-072-09_04_gong_briefs.md new file mode 100644 index 0000000000000000000000000000000000000000..167c05128d6b67ec1811ac4d03a0b16b8901bb1e --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/025_sbp-072-09_04_gong_briefs.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-072-kingfisher-exec-map", + "portfolio_key": "SBP-072-09", + "account_name": "Indigo Systems", + "salesforce_account_id": "001SB072000008", + "salesforce_opportunity_id": "006SB072000008", + "hubspot_company_id": "8007210008", + "hubspot_deal_id": "8007220008", + "gong_evidence_id": "GE-072-09", + "period": "2026-Q4", + "as_of": "2026-09-10", + "folder": "04_gong_briefs", + "source_version": "v2.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Kingfisher Energy Tech", + "portfolio_account": "Indigo Systems", + "industry": "energy technology", + "region": "North America", + "requester": "Executive Accounts Director", + "amount_usd": 2604672, + "stage": "Prospecting", + "close_date": "2026-09-19", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "economic buyer confirmed procurement timing", + "risk_code": "procurement_timing", + "gong_summary": "Permitted Gong insight GE-072-09 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.", + "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-17 | EVT-072-025-1 | buyer | economic buyer confirmed procurement timing", + "2026-06-22 | EVT-072-025-2 | seller | security review remains seller-owned", + "2026-06-27 | EVT-072-025-3 | buyer | champion requested a revised mutual action plan", + "2026-07-02 | EVT-072-025-4 | seller | finance validation is complete but legal review is open", + "2026-07-07 | EVT-072-025-5 | buyer | buyer explicitly paused the evaluation", + "2026-07-12 | EVT-072-025-6 | seller | implementation capacity moved to the following quarter", + "2026-07-17 | EVT-072-025-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-22 | EVT-072-025-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-27 | EVT-072-025-9 | buyer | economic buyer confirmed procurement timing", + "2026-08-01 | EVT-072-025-10 | seller | security review remains seller-owned", + "2026-08-06 | EVT-072-025-11 | buyer | champion requested a revised mutual action plan", + "2026-08-11 | EVT-072-025-12 | seller | finance validation is complete but legal review is open", + "2026-08-16 | EVT-072-025-13 | buyer | buyer explicitly paused the evaluation", + "2026-08-21 | EVT-072-025-14 | seller | implementation capacity moved to the following quarter", + "2026-08-26 | EVT-072-025-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-31 | EVT-072-025-16 | seller | renewal notice was acknowledged by procurement", + "2026-09-05 | EVT-072-025-17 | buyer | economic buyer confirmed procurement timing", + "2026-09-10 | EVT-072-025-18 | seller | security review remains seller-owned", + "2026-09-15 | EVT-072-025-19 | buyer | champion requested a revised mutual action plan", + "2026-09-20 | EVT-072-025-20 | seller | finance validation is complete but legal review is open", + "2026-09-25 | EVT-072-025-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-30 | EVT-072-025-22 | seller | implementation capacity moved to the following quarter", + "2026-10-05 | EVT-072-025-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-10 | EVT-072-025-24 | seller | renewal notice was acknowledged by procurement", + "2026-10-15 | EVT-072-025-25 | buyer | economic buyer confirmed procurement timing", + "2026-10-20 | EVT-072-025-26 | seller | security review remains seller-owned", + "2026-10-25 | EVT-072-025-27 | buyer | champion requested a revised mutual action plan", + "2026-10-30 | EVT-072-025-28 | seller | finance validation is complete but legal review is open", + "2026-11-04 | EVT-072-025-29 | buyer | buyer explicitly paused the evaluation", + "2026-11-09 | EVT-072-025-30 | seller | implementation capacity moved to the following quarter", + "2026-11-14 | EVT-072-025-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-19 | EVT-072-025-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-24 | EVT-072-025-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-29 | EVT-072-025-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-072-09", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-072-09 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Maya Chen", + "deadline": "2026-09-15" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/026_sbp-072-10_04_gong_briefs.txt b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/026_sbp-072-10_04_gong_briefs.txt new file mode 100644 index 0000000000000000000000000000000000000000..1c124f66bfb0322e14c9f2a9b0b22faaf35715b9 --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/026_sbp-072-10_04_gong_briefs.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-072-kingfisher-exec-map", + "portfolio_key": "SBP-072-10", + "account_name": "Juniper Partners", + "salesforce_account_id": "001SB072000009", + "salesforce_opportunity_id": "006SB072000009", + "hubspot_company_id": "8007210009", + "hubspot_deal_id": "8007220009", + "gong_evidence_id": "GE-072-10", + "period": "2026-Q4", + "as_of": "2026-09-10", + "folder": "04_gong_briefs", + "source_version": "v3.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Kingfisher Energy Tech", + "portfolio_account": "Juniper Partners", + "industry": "energy technology", + "region": "North America", + "requester": "Executive Accounts Director", + "amount_usd": 2741785, + "stage": "Technical Validation", + "close_date": "2026-09-26", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-072-10 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-18 | EVT-072-026-1 | buyer | security review remains seller-owned", + "2026-06-23 | EVT-072-026-2 | seller | champion requested a revised mutual action plan", + "2026-06-28 | EVT-072-026-3 | buyer | finance validation is complete but legal review is open", + "2026-07-03 | EVT-072-026-4 | seller | buyer explicitly paused the evaluation", + "2026-07-08 | EVT-072-026-5 | buyer | implementation capacity moved to the following quarter", + "2026-07-13 | EVT-072-026-6 | seller | competitive evaluation narrowed to two vendors", + "2026-07-18 | EVT-072-026-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-23 | EVT-072-026-8 | seller | economic buyer confirmed procurement timing", + "2026-07-28 | EVT-072-026-9 | buyer | security review remains seller-owned", + "2026-08-02 | EVT-072-026-10 | seller | champion requested a revised mutual action plan", + "2026-08-07 | EVT-072-026-11 | buyer | finance validation is complete but legal review is open", + "2026-08-12 | EVT-072-026-12 | seller | buyer explicitly paused the evaluation", + "2026-08-17 | EVT-072-026-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-22 | EVT-072-026-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-27 | EVT-072-026-15 | buyer | renewal notice was acknowledged by procurement", + "2026-09-01 | EVT-072-026-16 | seller | economic buyer confirmed procurement timing", + "2026-09-06 | EVT-072-026-17 | buyer | security review remains seller-owned", + "2026-09-11 | EVT-072-026-18 | seller | champion requested a revised mutual action plan", + "2026-09-16 | EVT-072-026-19 | buyer | finance validation is complete but legal review is open", + "2026-09-21 | EVT-072-026-20 | seller | buyer explicitly paused the evaluation", + "2026-09-26 | EVT-072-026-21 | buyer | implementation capacity moved to the following quarter", + "2026-10-01 | EVT-072-026-22 | seller | competitive evaluation narrowed to two vendors", + "2026-10-06 | EVT-072-026-23 | buyer | renewal notice was acknowledged by procurement", + "2026-10-11 | EVT-072-026-24 | seller | economic buyer confirmed procurement timing", + "2026-10-16 | EVT-072-026-25 | buyer | security review remains seller-owned", + "2026-10-21 | EVT-072-026-26 | seller | champion requested a revised mutual action plan", + "2026-10-26 | EVT-072-026-27 | buyer | finance validation is complete but legal review is open", + "2026-10-31 | EVT-072-026-28 | seller | buyer explicitly paused the evaluation", + "2026-11-05 | EVT-072-026-29 | buyer | implementation capacity moved to the following quarter", + "2026-11-10 | EVT-072-026-30 | seller | competitive evaluation narrowed to two vendors", + "2026-11-15 | EVT-072-026-31 | buyer | renewal notice was acknowledged by procurement", + "2026-11-20 | EVT-072-026-32 | seller | economic buyer confirmed procurement timing", + "2026-11-25 | EVT-072-026-33 | buyer | security review remains seller-owned", + "2026-11-30 | EVT-072-026-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-072-08", + "authorized_system": "hubspot", + "authorized_record_id": "8007230009", + "authorized_field": "buying_role", + "current_value": "Unknown", + "required_value": "Procurement", + "reason": "SBP-072-10 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-16" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/027_sbp-072-11_04_gong_briefs.json b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/027_sbp-072-11_04_gong_briefs.json new file mode 100644 index 0000000000000000000000000000000000000000..05586fe5f315640ce21a3b76e1e5771d7d50f6fa --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/027_sbp-072-11_04_gong_briefs.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 2878898, + "benchmark_company": "Kingfisher Energy Tech", + "close_date": "2026-10-03", + "industry": "energy technology", + "owner": "Priya Raman", + "owner_role": "Strategic AE", + "portfolio_account": "Keystone Networks", + "region": "North America", + "requester": "Executive Accounts Director", + "stage": "Prospecting" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "Buying_Role__c", + "authorized_record_id": "003SB072000010", + "authorized_system": "salesforce", + "current_value": "Unknown", + "deadline": "2026-09-17", + "decision_code": "CHG-072-09", + "eligible_for_requested_workflow": true, + "owner": "Priya Raman", + "reason": "SBP-072-11 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q4 policy.", + "required_value": "Economic Buyer" + }, + "evidence": { + "events": [ + "2026-06-19 | EVT-072-027-1 | buyer | champion requested a revised mutual action plan", + "2026-06-24 | EVT-072-027-2 | seller | finance validation is complete but legal review is open", + "2026-06-29 | EVT-072-027-3 | buyer | buyer explicitly paused the evaluation", + "2026-07-04 | EVT-072-027-4 | seller | implementation capacity moved to the following quarter", + "2026-07-09 | EVT-072-027-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-14 | EVT-072-027-6 | seller | renewal notice was acknowledged by procurement", + "2026-07-19 | EVT-072-027-7 | buyer | economic buyer confirmed procurement timing", + "2026-07-24 | EVT-072-027-8 | seller | security review remains seller-owned", + "2026-07-29 | EVT-072-027-9 | buyer | champion requested a revised mutual action plan", + "2026-08-03 | EVT-072-027-10 | seller | finance validation is complete but legal review is open", + "2026-08-08 | EVT-072-027-11 | buyer | buyer explicitly paused the evaluation", + "2026-08-13 | EVT-072-027-12 | seller | implementation capacity moved to the following quarter", + "2026-08-18 | EVT-072-027-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-23 | EVT-072-027-14 | seller | renewal notice was acknowledged by procurement", + "2026-08-28 | EVT-072-027-15 | buyer | economic buyer confirmed procurement timing", + "2026-09-02 | EVT-072-027-16 | seller | security review remains seller-owned", + "2026-09-07 | EVT-072-027-17 | buyer | champion requested a revised mutual action plan", + "2026-09-12 | EVT-072-027-18 | seller | finance validation is complete but legal review is open", + "2026-09-17 | EVT-072-027-19 | buyer | buyer explicitly paused the evaluation", + "2026-09-22 | EVT-072-027-20 | seller | implementation capacity moved to the following quarter", + "2026-09-27 | EVT-072-027-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-02 | EVT-072-027-22 | seller | renewal notice was acknowledged by procurement", + "2026-10-07 | EVT-072-027-23 | buyer | economic buyer confirmed procurement timing", + "2026-10-12 | EVT-072-027-24 | seller | security review remains seller-owned", + "2026-10-17 | EVT-072-027-25 | buyer | champion requested a revised mutual action plan", + "2026-10-22 | EVT-072-027-26 | seller | finance validation is complete but legal review is open", + "2026-10-27 | EVT-072-027-27 | buyer | buyer explicitly paused the evaluation", + "2026-11-01 | EVT-072-027-28 | seller | implementation capacity moved to the following quarter", + "2026-11-06 | EVT-072-027-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-11 | EVT-072-027-30 | seller | renewal notice was acknowledged by procurement", + "2026-11-16 | EVT-072-027-31 | buyer | economic buyer confirmed procurement timing", + "2026-11-21 | EVT-072-027-32 | seller | security review remains seller-owned", + "2026-11-26 | EVT-072-027-33 | buyer | champion requested a revised mutual action plan", + "2026-12-01 | EVT-072-027-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-072-11 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "risk_code": "single_threaded", + "signal": "champion requested a revised mutual action plan", + "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Networks", + "as_of": "2026-09-10", + "classification": "synthetic-confidential", + "folder": "04_gong_briefs", + "gong_evidence_id": "GE-072-11", + "hubspot_company_id": "8007210010", + "hubspot_deal_id": "8007220010", + "period": "2026-Q4", + "portfolio_key": "SBP-072-11", + "salesforce_account_id": "001SB072000010", + "salesforce_opportunity_id": "006SB072000010", + "source_version": "v4.0", + "task_id": "sb100-072-kingfisher-exec-map" + } +} diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/028_sbp-072-12_04_gong_briefs.csv b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/028_sbp-072-12_04_gong_briefs.csv new file mode 100644 index 0000000000000000000000000000000000000000..79bfc53d4d0c1145399b98a12759f5a1497c324e --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/028_sbp-072-12_04_gong_briefs.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-072-kingfisher-exec-map""" +record_control,portfolio_key,"""SBP-072-12""" +record_control,account_name,"""Lantern Labs""" +record_control,salesforce_account_id,"""001SB072000011""" +record_control,salesforce_opportunity_id,"""006SB072000011""" +record_control,hubspot_company_id,"""8007210011""" +record_control,hubspot_deal_id,"""8007220011""" +record_control,gong_evidence_id,"""GE-072-12""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-10""" +record_control,folder,"""04_gong_briefs""" +record_control,source_version,"""v1.1""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Kingfisher Energy Tech""" +business_context,portfolio_account,"""Lantern Labs""" +business_context,industry,"""energy technology""" +business_context,region,"""North America""" +business_context,requester,"""Executive Accounts Director""" +business_context,amount_usd,3016011 +business_context,stage,"""Technical Validation""" +business_context,close_date,"""2026-10-10""" +business_context,owner,"""Luis Ortega""" +business_context,owner_role,"""Regional AE""" +evidence,signal,"""finance validation is complete but legal review is open""" +evidence,risk_code,"""stage_evidence_gap""" +evidence,gong_summary,"""Permitted Gong insight GE-072-12 supports finance validation is complete but legal review is open without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-01 | EVT-072-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-06 | EVT-072-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-11 | EVT-072-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-16 | EVT-072-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-21 | EVT-072-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-05-26 | EVT-072-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-05-31 | EVT-072-028-7 | buyer | security review remains seller-owned"", ""2026-06-05 | EVT-072-028-8 | seller | champion requested a revised mutual action plan"", ""2026-06-10 | EVT-072-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-15 | EVT-072-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-20 | EVT-072-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-06-25 | EVT-072-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-30 | EVT-072-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-05 | EVT-072-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-10 | EVT-072-028-15 | buyer | security review remains seller-owned"", ""2026-07-15 | EVT-072-028-16 | seller | champion requested a revised mutual action plan"", ""2026-07-20 | EVT-072-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-07-25 | EVT-072-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-07-30 | EVT-072-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-04 | EVT-072-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-09 | EVT-072-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-14 | EVT-072-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-19 | EVT-072-028-23 | buyer | security review remains seller-owned"", ""2026-08-24 | EVT-072-028-24 | seller | champion requested a revised mutual action plan"", ""2026-08-29 | EVT-072-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-03 | EVT-072-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-08 | EVT-072-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-13 | EVT-072-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-18 | EVT-072-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-23 | EVT-072-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-09-28 | EVT-072-028-31 | buyer | security review remains seller-owned"", ""2026-10-03 | EVT-072-028-32 | seller | champion requested a revised mutual action plan"", ""2026-10-08 | EVT-072-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-13 | EVT-072-028-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-072-10""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8007230011""" +decision,authorized_field,"""buying_role""" +decision,current_value,"""Unknown""" +decision,required_value,"""Champion""" +decision,reason,"""SBP-072-12 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.""" +decision,owner,"""Luis Ortega""" +decision,deadline,"""2026-09-18""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/029_sbp-072-13_04_gong_briefs.eml b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/029_sbp-072-13_04_gong_briefs.eml new file mode 100644 index 0000000000000000000000000000000000000000..66c008974bf8b2acf10bb307a8ce09bb3488d08c --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/029_sbp-072-13_04_gong_briefs.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-072-kingfisher-exec-map.example +To: portfolio-review@sb100-072-kingfisher-exec-map.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-072-13 / 04_gong_briefs +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-072-kingfisher-exec-map", + "portfolio_key": "SBP-072-13", + "account_name": "Meridian Industries", + "salesforce_account_id": "001SB072000012", + "salesforce_opportunity_id": "006SB072000012", + "hubspot_company_id": "8007210012", + "hubspot_deal_id": "8007220012", + "gong_evidence_id": "GE-072-13", + "period": "2026-Q4", + "as_of": "2026-09-10", + "folder": "04_gong_briefs", + "source_version": "v2.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Kingfisher Energy Tech", + "portfolio_account": "Meridian Industries", + "industry": "energy technology", + "region": "North America", + "requester": "Executive Accounts Director", + "amount_usd": 3153124, + "stage": "Prospecting", + "close_date": "2026-10-17", + "owner": "Amina Yusuf", + "owner_role": "Account Director" + }, + "evidence": { + "signal": "buyer explicitly paused the evaluation", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-072-13 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-02 | EVT-072-029-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-07 | EVT-072-029-2 | seller | implementation capacity moved to the following quarter", + "2026-05-12 | EVT-072-029-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-17 | EVT-072-029-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-22 | EVT-072-029-5 | buyer | economic buyer confirmed procurement timing", + "2026-05-27 | EVT-072-029-6 | seller | security review remains seller-owned", + "2026-06-01 | EVT-072-029-7 | buyer | champion requested a revised mutual action plan", + "2026-06-06 | EVT-072-029-8 | seller | finance validation is complete but legal review is open", + "2026-06-11 | EVT-072-029-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-16 | EVT-072-029-10 | seller | implementation capacity moved to the following quarter", + "2026-06-21 | EVT-072-029-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-26 | EVT-072-029-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-01 | EVT-072-029-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-06 | EVT-072-029-14 | seller | security review remains seller-owned", + "2026-07-11 | EVT-072-029-15 | buyer | champion requested a revised mutual action plan", + "2026-07-16 | EVT-072-029-16 | seller | finance validation is complete but legal review is open", + "2026-07-21 | EVT-072-029-17 | buyer | buyer explicitly paused the evaluation", + "2026-07-26 | EVT-072-029-18 | seller | implementation capacity moved to the following quarter", + "2026-07-31 | EVT-072-029-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-05 | EVT-072-029-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-10 | EVT-072-029-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-15 | EVT-072-029-22 | seller | security review remains seller-owned", + "2026-08-20 | EVT-072-029-23 | buyer | champion requested a revised mutual action plan", + "2026-08-25 | EVT-072-029-24 | seller | finance validation is complete but legal review is open", + "2026-08-30 | EVT-072-029-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-04 | EVT-072-029-26 | seller | implementation capacity moved to the following quarter", + "2026-09-09 | EVT-072-029-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-14 | EVT-072-029-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-19 | EVT-072-029-29 | buyer | economic buyer confirmed procurement timing", + "2026-09-24 | EVT-072-029-30 | seller | security review remains seller-owned", + "2026-09-29 | EVT-072-029-31 | buyer | champion requested a revised mutual action plan", + "2026-10-04 | EVT-072-029-32 | seller | finance validation is complete but legal review is open", + "2026-10-09 | EVT-072-029-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-14 | EVT-072-029-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-072-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-072-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Amina Yusuf", + "deadline": "2026-09-13" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/030_sbp-072-14_04_gong_briefs.xml b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/030_sbp-072-14_04_gong_briefs.xml new file mode 100644 index 0000000000000000000000000000000000000000..cdf77885c9102c7e4b0d623be1d5cdcf86e8f9c6 --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/030_sbp-072-14_04_gong_briefs.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/031_sbp-072-15_04_gong_briefs.html b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/031_sbp-072-15_04_gong_briefs.html new file mode 100644 index 0000000000000000000000000000000000000000..e344f8ccd2ebeb084a4c8e1389bcf223fffba44d --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/031_sbp-072-15_04_gong_briefs.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-072-kingfisher-exec-map",
+    "portfolio_key": "SBP-072-15",
+    "account_name": "Orchard Works",
+    "salesforce_account_id": "001SB072000014",
+    "salesforce_opportunity_id": "006SB072000014",
+    "hubspot_company_id": "8007210014",
+    "hubspot_deal_id": "8007220014",
+    "gong_evidence_id": "GE-072-15",
+    "period": "2026-Q4",
+    "as_of": "2026-09-10",
+    "folder": "04_gong_briefs",
+    "source_version": "v4.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Kingfisher Energy Tech",
+    "portfolio_account": "Orchard Works",
+    "industry": "energy technology",
+    "region": "North America",
+    "requester": "Executive Accounts Director",
+    "amount_usd": 3427350,
+    "stage": "Prospecting",
+    "close_date": "2026-10-31",
+    "owner": "Nora Kim",
+    "owner_role": "Renewals Manager"
+  },
+  "evidence": {
+    "signal": "competitive evaluation narrowed to two vendors",
+    "risk_code": "identity_ambiguity",
+    "gong_summary": "Permitted Gong insight GE-072-15 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.",
+    "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-04 | EVT-072-031-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-09 | EVT-072-031-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-14 | EVT-072-031-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-19 | EVT-072-031-4 | seller | security review remains seller-owned",
+      "2026-05-24 | EVT-072-031-5 | buyer | champion requested a revised mutual action plan",
+      "2026-05-29 | EVT-072-031-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-03 | EVT-072-031-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-08 | EVT-072-031-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-13 | EVT-072-031-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-18 | EVT-072-031-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-23 | EVT-072-031-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-28 | EVT-072-031-12 | seller | security review remains seller-owned",
+      "2026-07-03 | EVT-072-031-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-08 | EVT-072-031-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-13 | EVT-072-031-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-18 | EVT-072-031-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-23 | EVT-072-031-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-28 | EVT-072-031-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-02 | EVT-072-031-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-07 | EVT-072-031-20 | seller | security review remains seller-owned",
+      "2026-08-12 | EVT-072-031-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-17 | EVT-072-031-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-22 | EVT-072-031-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-27 | EVT-072-031-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-01 | EVT-072-031-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-06 | EVT-072-031-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-11 | EVT-072-031-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-16 | EVT-072-031-28 | seller | security review remains seller-owned",
+      "2026-09-21 | EVT-072-031-29 | buyer | champion requested a revised mutual action plan",
+      "2026-09-26 | EVT-072-031-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-01 | EVT-072-031-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-06 | EVT-072-031-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-11 | EVT-072-031-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-16 | EVT-072-031-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-072-11",
+    "authorized_system": "salesforce",
+    "authorized_record_id": "003SB072000014",
+    "authorized_field": "Buying_Role__c",
+    "current_value": "Unknown",
+    "required_value": "Technical Evaluator",
+    "reason": "SBP-072-15 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.",
+    "owner": "Nora Kim",
+    "deadline": "2026-09-15"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/032_sbp-072-16_04_gong_briefs.md b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/032_sbp-072-16_04_gong_briefs.md new file mode 100644 index 0000000000000000000000000000000000000000..2ef887b9bb88450c6323ff20e6a416e37794f9c8 --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/04_gong_briefs/032_sbp-072-16_04_gong_briefs.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-072-kingfisher-exec-map", + "portfolio_key": "SBP-072-16", + "account_name": "Palisade Technologies", + "salesforce_account_id": "001SB072000015", + "salesforce_opportunity_id": "006SB072000015", + "hubspot_company_id": "8007210015", + "hubspot_deal_id": "8007220015", + "gong_evidence_id": "GE-072-16", + "period": "2026-Q4", + "as_of": "2026-09-10", + "folder": "04_gong_briefs", + "source_version": "v1.5", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Kingfisher Energy Tech", + "portfolio_account": "Palisade Technologies", + "industry": "energy technology", + "region": "North America", + "requester": "Executive Accounts Director", + "amount_usd": 3564463, + "stage": "Technical Validation", + "close_date": "2026-11-07", + "owner": "Elena Rossi", + "owner_role": "SDR Manager" + }, + "evidence": { + "signal": "renewal notice was acknowledged by procurement", + "risk_code": "commercial_terms", + "gong_summary": "Permitted Gong insight GE-072-16 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.", + "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-05 | EVT-072-032-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-10 | EVT-072-032-2 | seller | economic buyer confirmed procurement timing", + "2026-05-15 | EVT-072-032-3 | buyer | security review remains seller-owned", + "2026-05-20 | EVT-072-032-4 | seller | champion requested a revised mutual action plan", + "2026-05-25 | EVT-072-032-5 | buyer | finance validation is complete but legal review is open", + "2026-05-30 | EVT-072-032-6 | seller | buyer explicitly paused the evaluation", + "2026-06-04 | EVT-072-032-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-09 | EVT-072-032-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-14 | EVT-072-032-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-19 | EVT-072-032-10 | seller | economic buyer confirmed procurement timing", + "2026-06-24 | EVT-072-032-11 | buyer | security review remains seller-owned", + "2026-06-29 | EVT-072-032-12 | seller | champion requested a revised mutual action plan", + "2026-07-04 | EVT-072-032-13 | buyer | finance validation is complete but legal review is open", + "2026-07-09 | EVT-072-032-14 | seller | buyer explicitly paused the evaluation", + "2026-07-14 | EVT-072-032-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-19 | EVT-072-032-16 | seller | competitive evaluation narrowed to two vendors", + "2026-07-24 | EVT-072-032-17 | buyer | renewal notice was acknowledged by procurement", + "2026-07-29 | EVT-072-032-18 | seller | economic buyer confirmed procurement timing", + "2026-08-03 | EVT-072-032-19 | buyer | security review remains seller-owned", + "2026-08-08 | EVT-072-032-20 | seller | champion requested a revised mutual action plan", + "2026-08-13 | EVT-072-032-21 | buyer | finance validation is complete but legal review is open", + "2026-08-18 | EVT-072-032-22 | seller | buyer explicitly paused the evaluation", + "2026-08-23 | EVT-072-032-23 | buyer | implementation capacity moved to the following quarter", + "2026-08-28 | EVT-072-032-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-02 | EVT-072-032-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-07 | EVT-072-032-26 | seller | economic buyer confirmed procurement timing", + "2026-09-12 | EVT-072-032-27 | buyer | security review remains seller-owned", + "2026-09-17 | EVT-072-032-28 | seller | champion requested a revised mutual action plan", + "2026-09-22 | EVT-072-032-29 | buyer | finance validation is complete but legal review is open", + "2026-09-27 | EVT-072-032-30 | seller | buyer explicitly paused the evaluation", + "2026-10-02 | EVT-072-032-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-07 | EVT-072-032-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-12 | EVT-072-032-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-17 | EVT-072-032-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-072-12", + "authorized_system": "hubspot", + "authorized_record_id": "8007230015", + "authorized_field": "buying_role", + "current_value": "Unknown", + "required_value": "Procurement", + "reason": "SBP-072-16 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.", + "owner": "Elena Rossi", + "deadline": "2026-09-16" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-072-kingfisher-exec-map/06_engagement/044_sbp-072-12_06_engagement.csv b/task_files/sb100-072-kingfisher-exec-map/06_engagement/044_sbp-072-12_06_engagement.csv new file mode 100644 index 0000000000000000000000000000000000000000..1c035351fa85b9b6002d33ae786f53055c957030 --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/06_engagement/044_sbp-072-12_06_engagement.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-072-kingfisher-exec-map""" +record_control,portfolio_key,"""SBP-072-12""" +record_control,account_name,"""Lantern Labs""" +record_control,salesforce_account_id,"""001SB072000011""" +record_control,salesforce_opportunity_id,"""006SB072000011""" +record_control,hubspot_company_id,"""8007210011""" +record_control,hubspot_deal_id,"""8007220011""" +record_control,gong_evidence_id,"""GE-072-12""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-10""" +record_control,folder,"""06_engagement""" +record_control,source_version,"""v1.8""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Kingfisher Energy Tech""" +business_context,portfolio_account,"""Lantern Labs""" +business_context,industry,"""energy technology""" +business_context,region,"""North America""" +business_context,requester,"""Executive Accounts Director""" +business_context,amount_usd,3016011 +business_context,stage,"""Technical Validation""" +business_context,close_date,"""2026-10-10""" +business_context,owner,"""Luis Ortega""" +business_context,owner_role,"""Regional AE""" +evidence,signal,"""finance validation is complete but legal review is open""" +evidence,risk_code,"""stage_evidence_gap""" +evidence,gong_summary,"""Permitted Gong insight GE-072-12 supports finance validation is complete but legal review is open without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-17 | EVT-072-044-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-22 | EVT-072-044-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-27 | EVT-072-044-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-01 | EVT-072-044-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-06 | EVT-072-044-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-11 | EVT-072-044-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-16 | EVT-072-044-7 | buyer | security review remains seller-owned"", ""2026-06-21 | EVT-072-044-8 | seller | champion requested a revised mutual action plan"", ""2026-06-26 | EVT-072-044-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-01 | EVT-072-044-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-06 | EVT-072-044-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-11 | EVT-072-044-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-16 | EVT-072-044-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-21 | EVT-072-044-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-26 | EVT-072-044-15 | buyer | security review remains seller-owned"", ""2026-07-31 | EVT-072-044-16 | seller | champion requested a revised mutual action plan"", ""2026-08-05 | EVT-072-044-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-10 | EVT-072-044-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-15 | EVT-072-044-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-20 | EVT-072-044-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-25 | EVT-072-044-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-30 | EVT-072-044-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-04 | EVT-072-044-23 | buyer | security review remains seller-owned"", ""2026-09-09 | EVT-072-044-24 | seller | champion requested a revised mutual action plan"", ""2026-09-14 | EVT-072-044-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-19 | EVT-072-044-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-24 | EVT-072-044-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-29 | EVT-072-044-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-04 | EVT-072-044-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-09 | EVT-072-044-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-14 | EVT-072-044-31 | buyer | security review remains seller-owned"", ""2026-10-19 | EVT-072-044-32 | seller | champion requested a revised mutual action plan"", ""2026-10-24 | EVT-072-044-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-29 | EVT-072-044-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-072-10""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8007230011""" +decision,authorized_field,"""buying_role""" +decision,current_value,"""Unknown""" +decision,required_value,"""Champion""" +decision,reason,"""SBP-072-12 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.""" +decision,owner,"""Luis Ortega""" +decision,deadline,"""2026-09-18""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-072-kingfisher-exec-map/06_engagement/048_sbp-072-16_06_engagement.md b/task_files/sb100-072-kingfisher-exec-map/06_engagement/048_sbp-072-16_06_engagement.md new file mode 100644 index 0000000000000000000000000000000000000000..a316ed05d2e1ff265f279462921f79d1c0a7d5b8 --- /dev/null +++ b/task_files/sb100-072-kingfisher-exec-map/06_engagement/048_sbp-072-16_06_engagement.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-072-kingfisher-exec-map", + "portfolio_key": "SBP-072-16", + "account_name": "Palisade Technologies", + "salesforce_account_id": "001SB072000015", + "salesforce_opportunity_id": "006SB072000015", + "hubspot_company_id": "8007210015", + "hubspot_deal_id": "8007220015", + "gong_evidence_id": "GE-072-16", + "period": "2026-Q4", + "as_of": "2026-09-10", + "folder": "06_engagement", + "source_version": "v1.3", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Kingfisher Energy Tech", + "portfolio_account": "Palisade Technologies", + "industry": "energy technology", + "region": "North America", + "requester": "Executive Accounts Director", + "amount_usd": 3564463, + "stage": "Technical Validation", + "close_date": "2026-11-07", + "owner": "Elena Rossi", + "owner_role": "SDR Manager" + }, + "evidence": { + "signal": "renewal notice was acknowledged by procurement", + "risk_code": "commercial_terms", + "gong_summary": "Permitted Gong insight GE-072-16 supports renewal notice was acknowledged by procurement without exposing raw or private transcript content.", + "source_of_truth": "For account-planning, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-21 | EVT-072-048-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-26 | EVT-072-048-2 | seller | economic buyer confirmed procurement timing", + "2026-05-31 | EVT-072-048-3 | buyer | security review remains seller-owned", + "2026-06-05 | EVT-072-048-4 | seller | champion requested a revised mutual action plan", + "2026-06-10 | EVT-072-048-5 | buyer | finance validation is complete but legal review is open", + "2026-06-15 | EVT-072-048-6 | seller | buyer explicitly paused the evaluation", + "2026-06-20 | EVT-072-048-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-25 | EVT-072-048-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-30 | EVT-072-048-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-05 | EVT-072-048-10 | seller | economic buyer confirmed procurement timing", + "2026-07-10 | EVT-072-048-11 | buyer | security review remains seller-owned", + "2026-07-15 | EVT-072-048-12 | seller | champion requested a revised mutual action plan", + "2026-07-20 | EVT-072-048-13 | buyer | finance validation is complete but legal review is open", + "2026-07-25 | EVT-072-048-14 | seller | buyer explicitly paused the evaluation", + "2026-07-30 | EVT-072-048-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-04 | EVT-072-048-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-09 | EVT-072-048-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-14 | EVT-072-048-18 | seller | economic buyer confirmed procurement timing", + "2026-08-19 | EVT-072-048-19 | buyer | security review remains seller-owned", + "2026-08-24 | EVT-072-048-20 | seller | champion requested a revised mutual action plan", + "2026-08-29 | EVT-072-048-21 | buyer | finance validation is complete but legal review is open", + "2026-09-03 | EVT-072-048-22 | seller | buyer explicitly paused the evaluation", + "2026-09-08 | EVT-072-048-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-13 | EVT-072-048-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-18 | EVT-072-048-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-23 | EVT-072-048-26 | seller | economic buyer confirmed procurement timing", + "2026-09-28 | EVT-072-048-27 | buyer | security review remains seller-owned", + "2026-10-03 | EVT-072-048-28 | seller | champion requested a revised mutual action plan", + "2026-10-08 | EVT-072-048-29 | buyer | finance validation is complete but legal review is open", + "2026-10-13 | EVT-072-048-30 | seller | buyer explicitly paused the evaluation", + "2026-10-18 | EVT-072-048-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-23 | EVT-072-048-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-28 | EVT-072-048-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-02 | EVT-072-048-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-072-12", + "authorized_system": "hubspot", + "authorized_record_id": "8007230015", + "authorized_field": "buying_role", + "current_value": "Unknown", + "required_value": "Procurement", + "reason": "SBP-072-16 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.", + "owner": "Elena Rossi", + "deadline": "2026-09-16" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/009_sbp-081-09_02_enrollments.md b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/009_sbp-081-09_02_enrollments.md new file mode 100644 index 0000000000000000000000000000000000000000..99ab758f04adda6f2cda4ef59b3c4932b253fc39 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/009_sbp-081-09_02_enrollments.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-09", + "account_name": "Indigo Systems", + "salesforce_account_id": "001SB081000008", + "salesforce_opportunity_id": "006SB081000008", + "hubspot_company_id": "8008110008", + "hubspot_deal_id": "8008120008", + "gong_evidence_id": "GE-081-09", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "02_enrollments", + "source_version": "v2.0", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Indigo Systems", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3358143, + "stage": "Technical Validation", + "close_date": "2026-09-28", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-081-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-10 | EVT-081-009-1 | buyer | economic buyer confirmed procurement timing", + "2026-06-15 | EVT-081-009-2 | seller | security review remains seller-owned", + "2026-06-20 | EVT-081-009-3 | buyer | champion requested a revised mutual action plan", + "2026-06-25 | EVT-081-009-4 | seller | finance validation is complete but legal review is open", + "2026-06-30 | EVT-081-009-5 | buyer | buyer explicitly paused the evaluation", + "2026-07-05 | EVT-081-009-6 | seller | implementation capacity moved to the following quarter", + "2026-07-10 | EVT-081-009-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-15 | EVT-081-009-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-20 | EVT-081-009-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-25 | EVT-081-009-10 | seller | security review remains seller-owned", + "2026-07-30 | EVT-081-009-11 | buyer | champion requested a revised mutual action plan", + "2026-08-04 | EVT-081-009-12 | seller | finance validation is complete but legal review is open", + "2026-08-09 | EVT-081-009-13 | buyer | buyer explicitly paused the evaluation", + "2026-08-14 | EVT-081-009-14 | seller | implementation capacity moved to the following quarter", + "2026-08-19 | EVT-081-009-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-24 | EVT-081-009-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-29 | EVT-081-009-17 | buyer | economic buyer confirmed procurement timing", + "2026-09-03 | EVT-081-009-18 | seller | security review remains seller-owned", + "2026-09-08 | EVT-081-009-19 | buyer | champion requested a revised mutual action plan", + "2026-09-13 | EVT-081-009-20 | seller | finance validation is complete but legal review is open", + "2026-09-18 | EVT-081-009-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-23 | EVT-081-009-22 | seller | implementation capacity moved to the following quarter", + "2026-09-28 | EVT-081-009-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-03 | EVT-081-009-24 | seller | renewal notice was acknowledged by procurement", + "2026-10-08 | EVT-081-009-25 | buyer | economic buyer confirmed procurement timing", + "2026-10-13 | EVT-081-009-26 | seller | security review remains seller-owned", + "2026-10-18 | EVT-081-009-27 | buyer | champion requested a revised mutual action plan", + "2026-10-23 | EVT-081-009-28 | seller | finance validation is complete but legal review is open", + "2026-10-28 | EVT-081-009-29 | buyer | buyer explicitly paused the evaluation", + "2026-11-02 | EVT-081-009-30 | seller | implementation capacity moved to the following quarter", + "2026-11-07 | EVT-081-009-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-12 | EVT-081-009-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-17 | EVT-081-009-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-22 | EVT-081-009-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-08", + "authorized_system": "hubspot", + "authorized_record_id": "8008130008", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-05" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/010_sbp-081-10_02_enrollments.txt b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/010_sbp-081-10_02_enrollments.txt new file mode 100644 index 0000000000000000000000000000000000000000..a15cf08a54c2984a9555441ceae82642742ceee1 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/010_sbp-081-10_02_enrollments.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-10", + "account_name": "Juniper Partners", + "salesforce_account_id": "001SB081000009", + "salesforce_opportunity_id": "006SB081000009", + "hubspot_company_id": "8008110009", + "hubspot_deal_id": "8008120009", + "gong_evidence_id": "GE-081-10", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "02_enrollments", + "source_version": "v3.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Juniper Partners", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3495256, + "stage": "Prospecting", + "close_date": "2026-10-05", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-081-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-11 | EVT-081-010-1 | buyer | security review remains seller-owned", + "2026-06-16 | EVT-081-010-2 | seller | champion requested a revised mutual action plan", + "2026-06-21 | EVT-081-010-3 | buyer | finance validation is complete but legal review is open", + "2026-06-26 | EVT-081-010-4 | seller | buyer explicitly paused the evaluation", + "2026-07-01 | EVT-081-010-5 | buyer | implementation capacity moved to the following quarter", + "2026-07-06 | EVT-081-010-6 | seller | competitive evaluation narrowed to two vendors", + "2026-07-11 | EVT-081-010-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-16 | EVT-081-010-8 | seller | economic buyer confirmed procurement timing", + "2026-07-21 | EVT-081-010-9 | buyer | security review remains seller-owned", + "2026-07-26 | EVT-081-010-10 | seller | champion requested a revised mutual action plan", + "2026-07-31 | EVT-081-010-11 | buyer | finance validation is complete but legal review is open", + "2026-08-05 | EVT-081-010-12 | seller | buyer explicitly paused the evaluation", + "2026-08-10 | EVT-081-010-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-15 | EVT-081-010-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-20 | EVT-081-010-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-25 | EVT-081-010-16 | seller | economic buyer confirmed procurement timing", + "2026-08-30 | EVT-081-010-17 | buyer | security review remains seller-owned", + "2026-09-04 | EVT-081-010-18 | seller | champion requested a revised mutual action plan", + "2026-09-09 | EVT-081-010-19 | buyer | finance validation is complete but legal review is open", + "2026-09-14 | EVT-081-010-20 | seller | buyer explicitly paused the evaluation", + "2026-09-19 | EVT-081-010-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-24 | EVT-081-010-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-29 | EVT-081-010-23 | buyer | renewal notice was acknowledged by procurement", + "2026-10-04 | EVT-081-010-24 | seller | economic buyer confirmed procurement timing", + "2026-10-09 | EVT-081-010-25 | buyer | security review remains seller-owned", + "2026-10-14 | EVT-081-010-26 | seller | champion requested a revised mutual action plan", + "2026-10-19 | EVT-081-010-27 | buyer | finance validation is complete but legal review is open", + "2026-10-24 | EVT-081-010-28 | seller | buyer explicitly paused the evaluation", + "2026-10-29 | EVT-081-010-29 | buyer | implementation capacity moved to the following quarter", + "2026-11-03 | EVT-081-010-30 | seller | competitive evaluation narrowed to two vendors", + "2026-11-08 | EVT-081-010-31 | buyer | renewal notice was acknowledged by procurement", + "2026-11-13 | EVT-081-010-32 | seller | economic buyer confirmed procurement timing", + "2026-11-18 | EVT-081-010-33 | buyer | security review remains seller-owned", + "2026-11-23 | EVT-081-010-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-09", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000009", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-10 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/011_sbp-081-11_02_enrollments.json b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/011_sbp-081-11_02_enrollments.json new file mode 100644 index 0000000000000000000000000000000000000000..b0d73039695edc0d0d60679ec8befaf64bb2b30a --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/011_sbp-081-11_02_enrollments.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 3632369, + "benchmark_company": "Umber DevSecOps", + "close_date": "2026-10-12", + "industry": "security software", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Keystone Networks", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "stage": "Technical Validation" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "sequence_status", + "authorized_record_id": "8008130010", + "authorized_system": "hubspot", + "current_value": "ACTIVE", + "deadline": "2026-09-07", + "decision_code": "CHG-081-10", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-081-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "required_value": "PAUSED_COMPLIANCE" + }, + "evidence": { + "events": [ + "2026-06-12 | EVT-081-011-1 | buyer | champion requested a revised mutual action plan", + "2026-06-17 | EVT-081-011-2 | seller | finance validation is complete but legal review is open", + "2026-06-22 | EVT-081-011-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-27 | EVT-081-011-4 | seller | implementation capacity moved to the following quarter", + "2026-07-02 | EVT-081-011-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-07 | EVT-081-011-6 | seller | renewal notice was acknowledged by procurement", + "2026-07-12 | EVT-081-011-7 | buyer | economic buyer confirmed procurement timing", + "2026-07-17 | EVT-081-011-8 | seller | security review remains seller-owned", + "2026-07-22 | EVT-081-011-9 | buyer | champion requested a revised mutual action plan", + "2026-07-27 | EVT-081-011-10 | seller | finance validation is complete but legal review is open", + "2026-08-01 | EVT-081-011-11 | buyer | buyer explicitly paused the evaluation", + "2026-08-06 | EVT-081-011-12 | seller | implementation capacity moved to the following quarter", + "2026-08-11 | EVT-081-011-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-16 | EVT-081-011-14 | seller | renewal notice was acknowledged by procurement", + "2026-08-21 | EVT-081-011-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-26 | EVT-081-011-16 | seller | security review remains seller-owned", + "2026-08-31 | EVT-081-011-17 | buyer | champion requested a revised mutual action plan", + "2026-09-05 | EVT-081-011-18 | seller | finance validation is complete but legal review is open", + "2026-09-10 | EVT-081-011-19 | buyer | buyer explicitly paused the evaluation", + "2026-09-15 | EVT-081-011-20 | seller | implementation capacity moved to the following quarter", + "2026-09-20 | EVT-081-011-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-25 | EVT-081-011-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-30 | EVT-081-011-23 | buyer | economic buyer confirmed procurement timing", + "2026-10-05 | EVT-081-011-24 | seller | security review remains seller-owned", + "2026-10-10 | EVT-081-011-25 | buyer | champion requested a revised mutual action plan", + "2026-10-15 | EVT-081-011-26 | seller | finance validation is complete but legal review is open", + "2026-10-20 | EVT-081-011-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-25 | EVT-081-011-28 | seller | implementation capacity moved to the following quarter", + "2026-10-30 | EVT-081-011-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-11-04 | EVT-081-011-30 | seller | renewal notice was acknowledged by procurement", + "2026-11-09 | EVT-081-011-31 | buyer | economic buyer confirmed procurement timing", + "2026-11-14 | EVT-081-011-32 | seller | security review remains seller-owned", + "2026-11-19 | EVT-081-011-33 | buyer | champion requested a revised mutual action plan", + "2026-11-24 | EVT-081-011-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-081-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Networks", + "as_of": "2026-08-31", + "classification": "synthetic-confidential", + "folder": "02_enrollments", + "gong_evidence_id": "GE-081-11", + "hubspot_company_id": "8008110010", + "hubspot_deal_id": "8008120010", + "period": "2026-Q3", + "portfolio_key": "SBP-081-11", + "salesforce_account_id": "001SB081000010", + "salesforce_opportunity_id": "006SB081000010", + "source_version": "v4.2", + "task_id": "sb100-081-umber-gdpr-sequence" + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/012_sbp-081-12_02_enrollments.csv b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/012_sbp-081-12_02_enrollments.csv new file mode 100644 index 0000000000000000000000000000000000000000..173afe0aac867b6dabe6fb2c51b2896092f85c3e --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/012_sbp-081-12_02_enrollments.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-081-umber-gdpr-sequence""" +record_control,portfolio_key,"""SBP-081-12""" +record_control,account_name,"""Lantern Labs""" +record_control,salesforce_account_id,"""001SB081000011""" +record_control,salesforce_opportunity_id,"""006SB081000011""" +record_control,hubspot_company_id,"""8008110011""" +record_control,hubspot_deal_id,"""8008120011""" +record_control,gong_evidence_id,"""GE-081-12""" +record_control,period,"""2026-Q3""" +record_control,as_of,"""2026-08-31""" +record_control,folder,"""02_enrollments""" +record_control,source_version,"""v1.3""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Umber DevSecOps""" +business_context,portfolio_account,"""Lantern Labs""" +business_context,industry,"""security software""" +business_context,region,"""EMEA""" +business_context,requester,"""Revenue Compliance Manager""" +business_context,amount_usd,3769482 +business_context,stage,"""Prospecting""" +business_context,close_date,"""2026-10-19""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-081-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-06-13 | EVT-081-012-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-18 | EVT-081-012-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-23 | EVT-081-012-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-28 | EVT-081-012-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-03 | EVT-081-012-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-08 | EVT-081-012-6 | seller | economic buyer confirmed procurement timing"", ""2026-07-13 | EVT-081-012-7 | buyer | security review remains seller-owned"", ""2026-07-18 | EVT-081-012-8 | seller | champion requested a revised mutual action plan"", ""2026-07-23 | EVT-081-012-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-28 | EVT-081-012-10 | seller | buyer explicitly paused the evaluation"", ""2026-08-02 | EVT-081-012-11 | buyer | implementation capacity moved to the following quarter"", ""2026-08-07 | EVT-081-012-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-12 | EVT-081-012-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-17 | EVT-081-012-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-22 | EVT-081-012-15 | buyer | security review remains seller-owned"", ""2026-08-27 | EVT-081-012-16 | seller | champion requested a revised mutual action plan"", ""2026-09-01 | EVT-081-012-17 | buyer | finance validation is complete but legal review is open"", ""2026-09-06 | EVT-081-012-18 | seller | buyer explicitly paused the evaluation"", ""2026-09-11 | EVT-081-012-19 | buyer | implementation capacity moved to the following quarter"", ""2026-09-16 | EVT-081-012-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-21 | EVT-081-012-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-26 | EVT-081-012-22 | seller | economic buyer confirmed procurement timing"", ""2026-10-01 | EVT-081-012-23 | buyer | security review remains seller-owned"", ""2026-10-06 | EVT-081-012-24 | seller | champion requested a revised mutual action plan"", ""2026-10-11 | EVT-081-012-25 | buyer | finance validation is complete but legal review is open"", ""2026-10-16 | EVT-081-012-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-21 | EVT-081-012-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-26 | EVT-081-012-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-31 | EVT-081-012-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-11-05 | EVT-081-012-30 | seller | economic buyer confirmed procurement timing"", ""2026-11-10 | EVT-081-012-31 | buyer | security review remains seller-owned"", ""2026-11-15 | EVT-081-012-32 | seller | champion requested a revised mutual action plan"", ""2026-11-20 | EVT-081-012-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-25 | EVT-081-012-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,false +decision,decision_code,"""HOLD-081-12""" +decision,authorized_system,"""none""" +decision,authorized_record_id,"""none""" +decision,authorized_field,"""none""" +decision,current_value,"""unchanged""" +decision,required_value,"""unchanged""" +decision,reason,"""SBP-081-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-08""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/013_sbp-081-13_02_enrollments.eml b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/013_sbp-081-13_02_enrollments.eml new file mode 100644 index 0000000000000000000000000000000000000000..59cc5af566d35777bf9116b9cb929bc6cf9cd1f1 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/013_sbp-081-13_02_enrollments.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-081-umber-gdpr-sequence.example +To: portfolio-review@sb100-081-umber-gdpr-sequence.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-081-13 / 02_enrollments +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-13", + "account_name": "Meridian Industries", + "salesforce_account_id": "001SB081000012", + "salesforce_opportunity_id": "006SB081000012", + "hubspot_company_id": "8008110012", + "hubspot_deal_id": "8008120012", + "gong_evidence_id": "GE-081-13", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "02_enrollments", + "source_version": "v2.4", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Meridian Industries", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3906595, + "stage": "Technical Validation", + "close_date": "2026-10-26", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-081-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-14 | EVT-081-013-1 | buyer | buyer explicitly paused the evaluation", + "2026-06-19 | EVT-081-013-2 | seller | implementation capacity moved to the following quarter", + "2026-06-24 | EVT-081-013-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-29 | EVT-081-013-4 | seller | renewal notice was acknowledged by procurement", + "2026-07-04 | EVT-081-013-5 | buyer | economic buyer confirmed procurement timing", + "2026-07-09 | EVT-081-013-6 | seller | security review remains seller-owned", + "2026-07-14 | EVT-081-013-7 | buyer | champion requested a revised mutual action plan", + "2026-07-19 | EVT-081-013-8 | seller | finance validation is complete but legal review is open", + "2026-07-24 | EVT-081-013-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-29 | EVT-081-013-10 | seller | implementation capacity moved to the following quarter", + "2026-08-03 | EVT-081-013-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-08 | EVT-081-013-12 | seller | renewal notice was acknowledged by procurement", + "2026-08-13 | EVT-081-013-13 | buyer | economic buyer confirmed procurement timing", + "2026-08-18 | EVT-081-013-14 | seller | security review remains seller-owned", + "2026-08-23 | EVT-081-013-15 | buyer | champion requested a revised mutual action plan", + "2026-08-28 | EVT-081-013-16 | seller | finance validation is complete but legal review is open", + "2026-09-02 | EVT-081-013-17 | buyer | buyer explicitly paused the evaluation", + "2026-09-07 | EVT-081-013-18 | seller | implementation capacity moved to the following quarter", + "2026-09-12 | EVT-081-013-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-17 | EVT-081-013-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-22 | EVT-081-013-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-27 | EVT-081-013-22 | seller | security review remains seller-owned", + "2026-10-02 | EVT-081-013-23 | buyer | champion requested a revised mutual action plan", + "2026-10-07 | EVT-081-013-24 | seller | finance validation is complete but legal review is open", + "2026-10-12 | EVT-081-013-25 | buyer | buyer explicitly paused the evaluation", + "2026-10-17 | EVT-081-013-26 | seller | implementation capacity moved to the following quarter", + "2026-10-22 | EVT-081-013-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-27 | EVT-081-013-28 | seller | renewal notice was acknowledged by procurement", + "2026-11-01 | EVT-081-013-29 | buyer | economic buyer confirmed procurement timing", + "2026-11-06 | EVT-081-013-30 | seller | security review remains seller-owned", + "2026-11-11 | EVT-081-013-31 | buyer | champion requested a revised mutual action plan", + "2026-11-16 | EVT-081-013-32 | seller | finance validation is complete but legal review is open", + "2026-11-21 | EVT-081-013-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-26 | EVT-081-013-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-081-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-081-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-03" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/014_sbp-081-14_02_enrollments.xml b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/014_sbp-081-14_02_enrollments.xml new file mode 100644 index 0000000000000000000000000000000000000000..8f1f0ce33be2431eea790271d8996493d48cff8b --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/014_sbp-081-14_02_enrollments.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/015_sbp-081-15_02_enrollments.html b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/015_sbp-081-15_02_enrollments.html new file mode 100644 index 0000000000000000000000000000000000000000..8f6b1ac883cc7c72416d1067fd71bcefa0ff809f --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/015_sbp-081-15_02_enrollments.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-081-umber-gdpr-sequence",
+    "portfolio_key": "SBP-081-15",
+    "account_name": "Orchard Works",
+    "salesforce_account_id": "001SB081000014",
+    "salesforce_opportunity_id": "006SB081000014",
+    "hubspot_company_id": "8008110014",
+    "hubspot_deal_id": "8008120014",
+    "gong_evidence_id": "GE-081-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-31",
+    "folder": "02_enrollments",
+    "source_version": "v4.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Umber DevSecOps",
+    "portfolio_account": "Orchard Works",
+    "industry": "security software",
+    "region": "EMEA",
+    "requester": "Revenue Compliance Manager",
+    "amount_usd": 4180821,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-09",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-081-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-06-16 | EVT-081-015-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-21 | EVT-081-015-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-26 | EVT-081-015-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-01 | EVT-081-015-4 | seller | security review remains seller-owned",
+      "2026-07-06 | EVT-081-015-5 | buyer | champion requested a revised mutual action plan",
+      "2026-07-11 | EVT-081-015-6 | seller | finance validation is complete but legal review is open",
+      "2026-07-16 | EVT-081-015-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-21 | EVT-081-015-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-26 | EVT-081-015-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-31 | EVT-081-015-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-05 | EVT-081-015-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-10 | EVT-081-015-12 | seller | security review remains seller-owned",
+      "2026-08-15 | EVT-081-015-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-20 | EVT-081-015-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-25 | EVT-081-015-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-30 | EVT-081-015-16 | seller | implementation capacity moved to the following quarter",
+      "2026-09-04 | EVT-081-015-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-09 | EVT-081-015-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-14 | EVT-081-015-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-19 | EVT-081-015-20 | seller | security review remains seller-owned",
+      "2026-09-24 | EVT-081-015-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-29 | EVT-081-015-22 | seller | finance validation is complete but legal review is open",
+      "2026-10-04 | EVT-081-015-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-09 | EVT-081-015-24 | seller | implementation capacity moved to the following quarter",
+      "2026-10-14 | EVT-081-015-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-19 | EVT-081-015-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-24 | EVT-081-015-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-29 | EVT-081-015-28 | seller | security review remains seller-owned",
+      "2026-11-03 | EVT-081-015-29 | buyer | champion requested a revised mutual action plan",
+      "2026-11-08 | EVT-081-015-30 | seller | finance validation is complete but legal review is open",
+      "2026-11-13 | EVT-081-015-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-18 | EVT-081-015-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-23 | EVT-081-015-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-28 | EVT-081-015-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-081-15",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-081-15 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-05"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/016_sbp-081-16_02_enrollments.md b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/016_sbp-081-16_02_enrollments.md new file mode 100644 index 0000000000000000000000000000000000000000..d58b013cc5b3ed5cfd948203b1d24402e8735e5d --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/02_enrollments/016_sbp-081-16_02_enrollments.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-16", + "account_name": "Palisade Technologies", + "salesforce_account_id": "001SB081000015", + "salesforce_opportunity_id": "006SB081000015", + "hubspot_company_id": "8008110015", + "hubspot_deal_id": "8008120015", + "gong_evidence_id": "GE-081-16", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "02_enrollments", + "source_version": "v1.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Palisade Technologies", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 4317934, + "stage": "Prospecting", + "close_date": "2026-11-16", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-081-16 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-17 | EVT-081-016-1 | buyer | renewal notice was acknowledged by procurement", + "2026-06-22 | EVT-081-016-2 | seller | economic buyer confirmed procurement timing", + "2026-06-27 | EVT-081-016-3 | buyer | security review remains seller-owned", + "2026-07-02 | EVT-081-016-4 | seller | champion requested a revised mutual action plan", + "2026-07-07 | EVT-081-016-5 | buyer | finance validation is complete but legal review is open", + "2026-07-12 | EVT-081-016-6 | seller | buyer explicitly paused the evaluation", + "2026-07-17 | EVT-081-016-7 | buyer | implementation capacity moved to the following quarter", + "2026-07-22 | EVT-081-016-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-27 | EVT-081-016-9 | buyer | renewal notice was acknowledged by procurement", + "2026-08-01 | EVT-081-016-10 | seller | economic buyer confirmed procurement timing", + "2026-08-06 | EVT-081-016-11 | buyer | security review remains seller-owned", + "2026-08-11 | EVT-081-016-12 | seller | champion requested a revised mutual action plan", + "2026-08-16 | EVT-081-016-13 | buyer | finance validation is complete but legal review is open", + "2026-08-21 | EVT-081-016-14 | seller | buyer explicitly paused the evaluation", + "2026-08-26 | EVT-081-016-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-31 | EVT-081-016-16 | seller | competitive evaluation narrowed to two vendors", + "2026-09-05 | EVT-081-016-17 | buyer | renewal notice was acknowledged by procurement", + "2026-09-10 | EVT-081-016-18 | seller | economic buyer confirmed procurement timing", + "2026-09-15 | EVT-081-016-19 | buyer | security review remains seller-owned", + "2026-09-20 | EVT-081-016-20 | seller | champion requested a revised mutual action plan", + "2026-09-25 | EVT-081-016-21 | buyer | finance validation is complete but legal review is open", + "2026-09-30 | EVT-081-016-22 | seller | buyer explicitly paused the evaluation", + "2026-10-05 | EVT-081-016-23 | buyer | implementation capacity moved to the following quarter", + "2026-10-10 | EVT-081-016-24 | seller | competitive evaluation narrowed to two vendors", + "2026-10-15 | EVT-081-016-25 | buyer | renewal notice was acknowledged by procurement", + "2026-10-20 | EVT-081-016-26 | seller | economic buyer confirmed procurement timing", + "2026-10-25 | EVT-081-016-27 | buyer | security review remains seller-owned", + "2026-10-30 | EVT-081-016-28 | seller | champion requested a revised mutual action plan", + "2026-11-04 | EVT-081-016-29 | buyer | finance validation is complete but legal review is open", + "2026-11-09 | EVT-081-016-30 | seller | buyer explicitly paused the evaluation", + "2026-11-14 | EVT-081-016-31 | buyer | implementation capacity moved to the following quarter", + "2026-11-19 | EVT-081-016-32 | seller | competitive evaluation narrowed to two vendors", + "2026-11-24 | EVT-081-016-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-29 | EVT-081-016-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-12", + "authorized_system": "hubspot", + "authorized_record_id": "8008130015", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/03_contacts/018_sbp-081-02_03_contacts.txt b/task_files/sb100-081-umber-gdpr-sequence/03_contacts/018_sbp-081-02_03_contacts.txt new file mode 100644 index 0000000000000000000000000000000000000000..ba227b9240a880b60fb6b3d6f4114fc926d50609 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/03_contacts/018_sbp-081-02_03_contacts.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-02", + "account_name": "Beacon Ventures", + "salesforce_account_id": "001SB081000001", + "salesforce_opportunity_id": "006SB081000001", + "hubspot_company_id": "8008110001", + "hubspot_deal_id": "8008120001", + "gong_evidence_id": "GE-081-02", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "03_contacts", + "source_version": "v3.0", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Beacon Ventures", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2398352, + "stage": "Prospecting", + "close_date": "2026-11-26", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-081-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-06-19 | EVT-081-018-1 | buyer | security review remains seller-owned", + "2026-06-24 | EVT-081-018-2 | seller | champion requested a revised mutual action plan", + "2026-06-29 | EVT-081-018-3 | buyer | finance validation is complete but legal review is open", + "2026-07-04 | EVT-081-018-4 | seller | buyer explicitly paused the evaluation", + "2026-07-09 | EVT-081-018-5 | buyer | implementation capacity moved to the following quarter", + "2026-07-14 | EVT-081-018-6 | seller | competitive evaluation narrowed to two vendors", + "2026-07-19 | EVT-081-018-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-24 | EVT-081-018-8 | seller | economic buyer confirmed procurement timing", + "2026-07-29 | EVT-081-018-9 | buyer | security review remains seller-owned", + "2026-08-03 | EVT-081-018-10 | seller | champion requested a revised mutual action plan", + "2026-08-08 | EVT-081-018-11 | buyer | finance validation is complete but legal review is open", + "2026-08-13 | EVT-081-018-12 | seller | buyer explicitly paused the evaluation", + "2026-08-18 | EVT-081-018-13 | buyer | implementation capacity moved to the following quarter", + "2026-08-23 | EVT-081-018-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-28 | EVT-081-018-15 | buyer | renewal notice was acknowledged by procurement", + "2026-09-02 | EVT-081-018-16 | seller | economic buyer confirmed procurement timing", + "2026-09-07 | EVT-081-018-17 | buyer | security review remains seller-owned", + "2026-09-12 | EVT-081-018-18 | seller | champion requested a revised mutual action plan", + "2026-09-17 | EVT-081-018-19 | buyer | finance validation is complete but legal review is open", + "2026-09-22 | EVT-081-018-20 | seller | buyer explicitly paused the evaluation", + "2026-09-27 | EVT-081-018-21 | buyer | implementation capacity moved to the following quarter", + "2026-10-02 | EVT-081-018-22 | seller | competitive evaluation narrowed to two vendors", + "2026-10-07 | EVT-081-018-23 | buyer | renewal notice was acknowledged by procurement", + "2026-10-12 | EVT-081-018-24 | seller | economic buyer confirmed procurement timing", + "2026-10-17 | EVT-081-018-25 | buyer | security review remains seller-owned", + "2026-10-22 | EVT-081-018-26 | seller | champion requested a revised mutual action plan", + "2026-10-27 | EVT-081-018-27 | buyer | finance validation is complete but legal review is open", + "2026-11-01 | EVT-081-018-28 | seller | buyer explicitly paused the evaluation", + "2026-11-06 | EVT-081-018-29 | buyer | implementation capacity moved to the following quarter", + "2026-11-11 | EVT-081-018-30 | seller | competitive evaluation narrowed to two vendors", + "2026-11-16 | EVT-081-018-31 | buyer | renewal notice was acknowledged by procurement", + "2026-11-21 | EVT-081-018-32 | seller | economic buyer confirmed procurement timing", + "2026-11-26 | EVT-081-018-33 | buyer | security review remains seller-owned", + "2026-12-01 | EVT-081-018-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-02", + "authorized_system": "hubspot", + "authorized_record_id": "8008130001", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-04" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/03_contacts/019_sbp-081-03_03_contacts.json b/task_files/sb100-081-umber-gdpr-sequence/03_contacts/019_sbp-081-03_03_contacts.json new file mode 100644 index 0000000000000000000000000000000000000000..35cd85fbfc7d511c2f47384a9796884620dd7953 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/03_contacts/019_sbp-081-03_03_contacts.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 2535465, + "benchmark_company": "Umber DevSecOps", + "close_date": "2026-12-03", + "industry": "security software", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Cobalt Enterprises", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "stage": "Technical Validation" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "Status", + "authorized_record_id": "00vSB081000002", + "authorized_system": "salesforce", + "current_value": "Sent", + "deadline": "2026-09-05", + "decision_code": "CHG-081-03", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-081-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "required_value": "Removed - Compliance" + }, + "evidence": { + "events": [ + "2026-05-01 | EVT-081-019-1 | buyer | champion requested a revised mutual action plan", + "2026-05-06 | EVT-081-019-2 | seller | finance validation is complete but legal review is open", + "2026-05-11 | EVT-081-019-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-16 | EVT-081-019-4 | seller | implementation capacity moved to the following quarter", + "2026-05-21 | EVT-081-019-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-26 | EVT-081-019-6 | seller | renewal notice was acknowledged by procurement", + "2026-05-31 | EVT-081-019-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-05 | EVT-081-019-8 | seller | security review remains seller-owned", + "2026-06-10 | EVT-081-019-9 | buyer | champion requested a revised mutual action plan", + "2026-06-15 | EVT-081-019-10 | seller | finance validation is complete but legal review is open", + "2026-06-20 | EVT-081-019-11 | buyer | buyer explicitly paused the evaluation", + "2026-06-25 | EVT-081-019-12 | seller | implementation capacity moved to the following quarter", + "2026-06-30 | EVT-081-019-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-05 | EVT-081-019-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-10 | EVT-081-019-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-15 | EVT-081-019-16 | seller | security review remains seller-owned", + "2026-07-20 | EVT-081-019-17 | buyer | champion requested a revised mutual action plan", + "2026-07-25 | EVT-081-019-18 | seller | finance validation is complete but legal review is open", + "2026-07-30 | EVT-081-019-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-04 | EVT-081-019-20 | seller | implementation capacity moved to the following quarter", + "2026-08-09 | EVT-081-019-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-14 | EVT-081-019-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-19 | EVT-081-019-23 | buyer | economic buyer confirmed procurement timing", + "2026-08-24 | EVT-081-019-24 | seller | security review remains seller-owned", + "2026-08-29 | EVT-081-019-25 | buyer | champion requested a revised mutual action plan", + "2026-09-03 | EVT-081-019-26 | seller | finance validation is complete but legal review is open", + "2026-09-08 | EVT-081-019-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-13 | EVT-081-019-28 | seller | implementation capacity moved to the following quarter", + "2026-09-18 | EVT-081-019-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-23 | EVT-081-019-30 | seller | renewal notice was acknowledged by procurement", + "2026-09-28 | EVT-081-019-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-03 | EVT-081-019-32 | seller | security review remains seller-owned", + "2026-10-08 | EVT-081-019-33 | buyer | champion requested a revised mutual action plan", + "2026-10-13 | EVT-081-019-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-081-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Enterprises", + "as_of": "2026-08-31", + "classification": "synthetic-confidential", + "folder": "03_contacts", + "gong_evidence_id": "GE-081-03", + "hubspot_company_id": "8008110002", + "hubspot_deal_id": "8008120002", + "period": "2026-Q3", + "portfolio_key": "SBP-081-03", + "salesforce_account_id": "001SB081000002", + "salesforce_opportunity_id": "006SB081000002", + "source_version": "v4.1", + "task_id": "sb100-081-umber-gdpr-sequence" + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/03_contacts/022_sbp-081-06_03_contacts.xml b/task_files/sb100-081-umber-gdpr-sequence/03_contacts/022_sbp-081-06_03_contacts.xml new file mode 100644 index 0000000000000000000000000000000000000000..ee5378b6407646251435e9d62c11114377292164 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/03_contacts/022_sbp-081-06_03_contacts.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/025_sbp-081-09_04_consent.md b/task_files/sb100-081-umber-gdpr-sequence/04_consent/025_sbp-081-09_04_consent.md new file mode 100644 index 0000000000000000000000000000000000000000..84bacff249a3167768cec69034bb56c38edaf1cf --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/025_sbp-081-09_04_consent.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-09", + "account_name": "Indigo Systems", + "salesforce_account_id": "001SB081000008", + "salesforce_opportunity_id": "006SB081000008", + "hubspot_company_id": "8008110008", + "hubspot_deal_id": "8008120008", + "gong_evidence_id": "GE-081-09", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "04_consent", + "source_version": "v2.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Indigo Systems", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3358143, + "stage": "Technical Validation", + "close_date": "2026-09-28", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-081-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-07 | EVT-081-025-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-12 | EVT-081-025-2 | seller | security review remains seller-owned", + "2026-05-17 | EVT-081-025-3 | buyer | champion requested a revised mutual action plan", + "2026-05-22 | EVT-081-025-4 | seller | finance validation is complete but legal review is open", + "2026-05-27 | EVT-081-025-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-01 | EVT-081-025-6 | seller | implementation capacity moved to the following quarter", + "2026-06-06 | EVT-081-025-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-11 | EVT-081-025-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-16 | EVT-081-025-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-21 | EVT-081-025-10 | seller | security review remains seller-owned", + "2026-06-26 | EVT-081-025-11 | buyer | champion requested a revised mutual action plan", + "2026-07-01 | EVT-081-025-12 | seller | finance validation is complete but legal review is open", + "2026-07-06 | EVT-081-025-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-11 | EVT-081-025-14 | seller | implementation capacity moved to the following quarter", + "2026-07-16 | EVT-081-025-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-21 | EVT-081-025-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-26 | EVT-081-025-17 | buyer | economic buyer confirmed procurement timing", + "2026-07-31 | EVT-081-025-18 | seller | security review remains seller-owned", + "2026-08-05 | EVT-081-025-19 | buyer | champion requested a revised mutual action plan", + "2026-08-10 | EVT-081-025-20 | seller | finance validation is complete but legal review is open", + "2026-08-15 | EVT-081-025-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-20 | EVT-081-025-22 | seller | implementation capacity moved to the following quarter", + "2026-08-25 | EVT-081-025-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-30 | EVT-081-025-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-04 | EVT-081-025-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-09 | EVT-081-025-26 | seller | security review remains seller-owned", + "2026-09-14 | EVT-081-025-27 | buyer | champion requested a revised mutual action plan", + "2026-09-19 | EVT-081-025-28 | seller | finance validation is complete but legal review is open", + "2026-09-24 | EVT-081-025-29 | buyer | buyer explicitly paused the evaluation", + "2026-09-29 | EVT-081-025-30 | seller | implementation capacity moved to the following quarter", + "2026-10-04 | EVT-081-025-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-09 | EVT-081-025-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-14 | EVT-081-025-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-19 | EVT-081-025-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-08", + "authorized_system": "hubspot", + "authorized_record_id": "8008130008", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-05" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/026_sbp-081-10_04_consent.txt b/task_files/sb100-081-umber-gdpr-sequence/04_consent/026_sbp-081-10_04_consent.txt new file mode 100644 index 0000000000000000000000000000000000000000..563c799ba944dcb141f126e158b4dfab6b4730b9 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/026_sbp-081-10_04_consent.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-10", + "account_name": "Juniper Partners", + "salesforce_account_id": "001SB081000009", + "salesforce_opportunity_id": "006SB081000009", + "hubspot_company_id": "8008110009", + "hubspot_deal_id": "8008120009", + "gong_evidence_id": "GE-081-10", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "04_consent", + "source_version": "v3.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Juniper Partners", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3495256, + "stage": "Prospecting", + "close_date": "2026-10-05", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-081-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-08 | EVT-081-026-1 | buyer | security review remains seller-owned", + "2026-05-13 | EVT-081-026-2 | seller | champion requested a revised mutual action plan", + "2026-05-18 | EVT-081-026-3 | buyer | finance validation is complete but legal review is open", + "2026-05-23 | EVT-081-026-4 | seller | buyer explicitly paused the evaluation", + "2026-05-28 | EVT-081-026-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-02 | EVT-081-026-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-07 | EVT-081-026-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-12 | EVT-081-026-8 | seller | economic buyer confirmed procurement timing", + "2026-06-17 | EVT-081-026-9 | buyer | security review remains seller-owned", + "2026-06-22 | EVT-081-026-10 | seller | champion requested a revised mutual action plan", + "2026-06-27 | EVT-081-026-11 | buyer | finance validation is complete but legal review is open", + "2026-07-02 | EVT-081-026-12 | seller | buyer explicitly paused the evaluation", + "2026-07-07 | EVT-081-026-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-12 | EVT-081-026-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-17 | EVT-081-026-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-22 | EVT-081-026-16 | seller | economic buyer confirmed procurement timing", + "2026-07-27 | EVT-081-026-17 | buyer | security review remains seller-owned", + "2026-08-01 | EVT-081-026-18 | seller | champion requested a revised mutual action plan", + "2026-08-06 | EVT-081-026-19 | buyer | finance validation is complete but legal review is open", + "2026-08-11 | EVT-081-026-20 | seller | buyer explicitly paused the evaluation", + "2026-08-16 | EVT-081-026-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-21 | EVT-081-026-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-26 | EVT-081-026-23 | buyer | renewal notice was acknowledged by procurement", + "2026-08-31 | EVT-081-026-24 | seller | economic buyer confirmed procurement timing", + "2026-09-05 | EVT-081-026-25 | buyer | security review remains seller-owned", + "2026-09-10 | EVT-081-026-26 | seller | champion requested a revised mutual action plan", + "2026-09-15 | EVT-081-026-27 | buyer | finance validation is complete but legal review is open", + "2026-09-20 | EVT-081-026-28 | seller | buyer explicitly paused the evaluation", + "2026-09-25 | EVT-081-026-29 | buyer | implementation capacity moved to the following quarter", + "2026-09-30 | EVT-081-026-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-05 | EVT-081-026-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-10 | EVT-081-026-32 | seller | economic buyer confirmed procurement timing", + "2026-10-15 | EVT-081-026-33 | buyer | security review remains seller-owned", + "2026-10-20 | EVT-081-026-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-09", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000009", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-10 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/027_sbp-081-11_04_consent.json b/task_files/sb100-081-umber-gdpr-sequence/04_consent/027_sbp-081-11_04_consent.json new file mode 100644 index 0000000000000000000000000000000000000000..b35b979f94a50c3c1c585ab6007ecae2d99ccee5 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/027_sbp-081-11_04_consent.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 3632369, + "benchmark_company": "Umber DevSecOps", + "close_date": "2026-10-12", + "industry": "security software", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Keystone Networks", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "stage": "Technical Validation" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "sequence_status", + "authorized_record_id": "8008130010", + "authorized_system": "hubspot", + "current_value": "ACTIVE", + "deadline": "2026-09-07", + "decision_code": "CHG-081-10", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-081-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "required_value": "PAUSED_COMPLIANCE" + }, + "evidence": { + "events": [ + "2026-05-09 | EVT-081-027-1 | buyer | champion requested a revised mutual action plan", + "2026-05-14 | EVT-081-027-2 | seller | finance validation is complete but legal review is open", + "2026-05-19 | EVT-081-027-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-24 | EVT-081-027-4 | seller | implementation capacity moved to the following quarter", + "2026-05-29 | EVT-081-027-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-03 | EVT-081-027-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-08 | EVT-081-027-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-13 | EVT-081-027-8 | seller | security review remains seller-owned", + "2026-06-18 | EVT-081-027-9 | buyer | champion requested a revised mutual action plan", + "2026-06-23 | EVT-081-027-10 | seller | finance validation is complete but legal review is open", + "2026-06-28 | EVT-081-027-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-03 | EVT-081-027-12 | seller | implementation capacity moved to the following quarter", + "2026-07-08 | EVT-081-027-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-13 | EVT-081-027-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-18 | EVT-081-027-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-23 | EVT-081-027-16 | seller | security review remains seller-owned", + "2026-07-28 | EVT-081-027-17 | buyer | champion requested a revised mutual action plan", + "2026-08-02 | EVT-081-027-18 | seller | finance validation is complete but legal review is open", + "2026-08-07 | EVT-081-027-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-12 | EVT-081-027-20 | seller | implementation capacity moved to the following quarter", + "2026-08-17 | EVT-081-027-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-22 | EVT-081-027-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-27 | EVT-081-027-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-01 | EVT-081-027-24 | seller | security review remains seller-owned", + "2026-09-06 | EVT-081-027-25 | buyer | champion requested a revised mutual action plan", + "2026-09-11 | EVT-081-027-26 | seller | finance validation is complete but legal review is open", + "2026-09-16 | EVT-081-027-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-21 | EVT-081-027-28 | seller | implementation capacity moved to the following quarter", + "2026-09-26 | EVT-081-027-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-01 | EVT-081-027-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-06 | EVT-081-027-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-11 | EVT-081-027-32 | seller | security review remains seller-owned", + "2026-10-16 | EVT-081-027-33 | buyer | champion requested a revised mutual action plan", + "2026-10-21 | EVT-081-027-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-081-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Networks", + "as_of": "2026-08-31", + "classification": "synthetic-confidential", + "folder": "04_consent", + "gong_evidence_id": "GE-081-11", + "hubspot_company_id": "8008110010", + "hubspot_deal_id": "8008120010", + "period": "2026-Q3", + "portfolio_key": "SBP-081-11", + "salesforce_account_id": "001SB081000010", + "salesforce_opportunity_id": "006SB081000010", + "source_version": "v4.0", + "task_id": "sb100-081-umber-gdpr-sequence" + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/028_sbp-081-12_04_consent.csv b/task_files/sb100-081-umber-gdpr-sequence/04_consent/028_sbp-081-12_04_consent.csv new file mode 100644 index 0000000000000000000000000000000000000000..de943b77aaff4d9580b27d570c27c69d5a0fb142 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/028_sbp-081-12_04_consent.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-081-umber-gdpr-sequence""" +record_control,portfolio_key,"""SBP-081-12""" +record_control,account_name,"""Lantern Labs""" +record_control,salesforce_account_id,"""001SB081000011""" +record_control,salesforce_opportunity_id,"""006SB081000011""" +record_control,hubspot_company_id,"""8008110011""" +record_control,hubspot_deal_id,"""8008120011""" +record_control,gong_evidence_id,"""GE-081-12""" +record_control,period,"""2026-Q3""" +record_control,as_of,"""2026-08-31""" +record_control,folder,"""04_consent""" +record_control,source_version,"""v1.1""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Umber DevSecOps""" +business_context,portfolio_account,"""Lantern Labs""" +business_context,industry,"""security software""" +business_context,region,"""EMEA""" +business_context,requester,"""Revenue Compliance Manager""" +business_context,amount_usd,3769482 +business_context,stage,"""Prospecting""" +business_context,close_date,"""2026-10-19""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-081-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-10 | EVT-081-028-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-15 | EVT-081-028-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-20 | EVT-081-028-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-25 | EVT-081-028-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-30 | EVT-081-028-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-04 | EVT-081-028-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-09 | EVT-081-028-7 | buyer | security review remains seller-owned"", ""2026-06-14 | EVT-081-028-8 | seller | champion requested a revised mutual action plan"", ""2026-06-19 | EVT-081-028-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-24 | EVT-081-028-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-29 | EVT-081-028-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-04 | EVT-081-028-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-09 | EVT-081-028-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-14 | EVT-081-028-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-19 | EVT-081-028-15 | buyer | security review remains seller-owned"", ""2026-07-24 | EVT-081-028-16 | seller | champion requested a revised mutual action plan"", ""2026-07-29 | EVT-081-028-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-03 | EVT-081-028-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-08 | EVT-081-028-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-13 | EVT-081-028-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-18 | EVT-081-028-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-23 | EVT-081-028-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-28 | EVT-081-028-23 | buyer | security review remains seller-owned"", ""2026-09-02 | EVT-081-028-24 | seller | champion requested a revised mutual action plan"", ""2026-09-07 | EVT-081-028-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-12 | EVT-081-028-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-17 | EVT-081-028-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-22 | EVT-081-028-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-27 | EVT-081-028-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-02 | EVT-081-028-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-07 | EVT-081-028-31 | buyer | security review remains seller-owned"", ""2026-10-12 | EVT-081-028-32 | seller | champion requested a revised mutual action plan"", ""2026-10-17 | EVT-081-028-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-22 | EVT-081-028-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,false +decision,decision_code,"""HOLD-081-12""" +decision,authorized_system,"""none""" +decision,authorized_record_id,"""none""" +decision,authorized_field,"""none""" +decision,current_value,"""unchanged""" +decision,required_value,"""unchanged""" +decision,reason,"""SBP-081-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-08""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/029_sbp-081-13_04_consent.eml b/task_files/sb100-081-umber-gdpr-sequence/04_consent/029_sbp-081-13_04_consent.eml new file mode 100644 index 0000000000000000000000000000000000000000..dcf00583f1725c05f9aba3661f7095560f8559ae --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/029_sbp-081-13_04_consent.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-081-umber-gdpr-sequence.example +To: portfolio-review@sb100-081-umber-gdpr-sequence.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-081-13 / 04_consent +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-13", + "account_name": "Meridian Industries", + "salesforce_account_id": "001SB081000012", + "salesforce_opportunity_id": "006SB081000012", + "hubspot_company_id": "8008110012", + "hubspot_deal_id": "8008120012", + "gong_evidence_id": "GE-081-13", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "04_consent", + "source_version": "v2.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Meridian Industries", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3906595, + "stage": "Technical Validation", + "close_date": "2026-10-26", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-081-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-11 | EVT-081-029-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-16 | EVT-081-029-2 | seller | implementation capacity moved to the following quarter", + "2026-05-21 | EVT-081-029-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-26 | EVT-081-029-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-31 | EVT-081-029-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-05 | EVT-081-029-6 | seller | security review remains seller-owned", + "2026-06-10 | EVT-081-029-7 | buyer | champion requested a revised mutual action plan", + "2026-06-15 | EVT-081-029-8 | seller | finance validation is complete but legal review is open", + "2026-06-20 | EVT-081-029-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-25 | EVT-081-029-10 | seller | implementation capacity moved to the following quarter", + "2026-06-30 | EVT-081-029-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-05 | EVT-081-029-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-10 | EVT-081-029-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-15 | EVT-081-029-14 | seller | security review remains seller-owned", + "2026-07-20 | EVT-081-029-15 | buyer | champion requested a revised mutual action plan", + "2026-07-25 | EVT-081-029-16 | seller | finance validation is complete but legal review is open", + "2026-07-30 | EVT-081-029-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-04 | EVT-081-029-18 | seller | implementation capacity moved to the following quarter", + "2026-08-09 | EVT-081-029-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-14 | EVT-081-029-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-19 | EVT-081-029-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-24 | EVT-081-029-22 | seller | security review remains seller-owned", + "2026-08-29 | EVT-081-029-23 | buyer | champion requested a revised mutual action plan", + "2026-09-03 | EVT-081-029-24 | seller | finance validation is complete but legal review is open", + "2026-09-08 | EVT-081-029-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-13 | EVT-081-029-26 | seller | implementation capacity moved to the following quarter", + "2026-09-18 | EVT-081-029-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-23 | EVT-081-029-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-28 | EVT-081-029-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-03 | EVT-081-029-30 | seller | security review remains seller-owned", + "2026-10-08 | EVT-081-029-31 | buyer | champion requested a revised mutual action plan", + "2026-10-13 | EVT-081-029-32 | seller | finance validation is complete but legal review is open", + "2026-10-18 | EVT-081-029-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-23 | EVT-081-029-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-081-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-081-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-03" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/030_sbp-081-14_04_consent.xml b/task_files/sb100-081-umber-gdpr-sequence/04_consent/030_sbp-081-14_04_consent.xml new file mode 100644 index 0000000000000000000000000000000000000000..652557e6446c9cf195f77c6c5c0d0b766d303f33 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/030_sbp-081-14_04_consent.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/031_sbp-081-15_04_consent.html b/task_files/sb100-081-umber-gdpr-sequence/04_consent/031_sbp-081-15_04_consent.html new file mode 100644 index 0000000000000000000000000000000000000000..116aa1afaa5ca0fbfebf0d12259709abd0088bf6 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/031_sbp-081-15_04_consent.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-081-umber-gdpr-sequence",
+    "portfolio_key": "SBP-081-15",
+    "account_name": "Orchard Works",
+    "salesforce_account_id": "001SB081000014",
+    "salesforce_opportunity_id": "006SB081000014",
+    "hubspot_company_id": "8008110014",
+    "hubspot_deal_id": "8008120014",
+    "gong_evidence_id": "GE-081-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-31",
+    "folder": "04_consent",
+    "source_version": "v4.4",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Umber DevSecOps",
+    "portfolio_account": "Orchard Works",
+    "industry": "security software",
+    "region": "EMEA",
+    "requester": "Revenue Compliance Manager",
+    "amount_usd": 4180821,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-09",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-081-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-13 | EVT-081-031-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-18 | EVT-081-031-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-23 | EVT-081-031-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-28 | EVT-081-031-4 | seller | security review remains seller-owned",
+      "2026-06-02 | EVT-081-031-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-07 | EVT-081-031-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-12 | EVT-081-031-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-17 | EVT-081-031-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-22 | EVT-081-031-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-27 | EVT-081-031-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-02 | EVT-081-031-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-07 | EVT-081-031-12 | seller | security review remains seller-owned",
+      "2026-07-12 | EVT-081-031-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-17 | EVT-081-031-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-22 | EVT-081-031-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-27 | EVT-081-031-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-01 | EVT-081-031-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-06 | EVT-081-031-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-11 | EVT-081-031-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-16 | EVT-081-031-20 | seller | security review remains seller-owned",
+      "2026-08-21 | EVT-081-031-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-26 | EVT-081-031-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-31 | EVT-081-031-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-05 | EVT-081-031-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-10 | EVT-081-031-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-15 | EVT-081-031-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-20 | EVT-081-031-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-25 | EVT-081-031-28 | seller | security review remains seller-owned",
+      "2026-09-30 | EVT-081-031-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-05 | EVT-081-031-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-10 | EVT-081-031-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-15 | EVT-081-031-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-20 | EVT-081-031-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-25 | EVT-081-031-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-081-15",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-081-15 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-05"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-081-umber-gdpr-sequence/04_consent/032_sbp-081-16_04_consent.md b/task_files/sb100-081-umber-gdpr-sequence/04_consent/032_sbp-081-16_04_consent.md new file mode 100644 index 0000000000000000000000000000000000000000..af0a062beb4d1471f0e3bbbaf2297d4037deb296 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/04_consent/032_sbp-081-16_04_consent.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-16", + "account_name": "Palisade Technologies", + "salesforce_account_id": "001SB081000015", + "salesforce_opportunity_id": "006SB081000015", + "hubspot_company_id": "8008110015", + "hubspot_deal_id": "8008120015", + "gong_evidence_id": "GE-081-16", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "04_consent", + "source_version": "v1.5", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Palisade Technologies", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 4317934, + "stage": "Prospecting", + "close_date": "2026-11-16", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-081-16 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-14 | EVT-081-032-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-19 | EVT-081-032-2 | seller | economic buyer confirmed procurement timing", + "2026-05-24 | EVT-081-032-3 | buyer | security review remains seller-owned", + "2026-05-29 | EVT-081-032-4 | seller | champion requested a revised mutual action plan", + "2026-06-03 | EVT-081-032-5 | buyer | finance validation is complete but legal review is open", + "2026-06-08 | EVT-081-032-6 | seller | buyer explicitly paused the evaluation", + "2026-06-13 | EVT-081-032-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-18 | EVT-081-032-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-23 | EVT-081-032-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-28 | EVT-081-032-10 | seller | economic buyer confirmed procurement timing", + "2026-07-03 | EVT-081-032-11 | buyer | security review remains seller-owned", + "2026-07-08 | EVT-081-032-12 | seller | champion requested a revised mutual action plan", + "2026-07-13 | EVT-081-032-13 | buyer | finance validation is complete but legal review is open", + "2026-07-18 | EVT-081-032-14 | seller | buyer explicitly paused the evaluation", + "2026-07-23 | EVT-081-032-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-28 | EVT-081-032-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-02 | EVT-081-032-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-07 | EVT-081-032-18 | seller | economic buyer confirmed procurement timing", + "2026-08-12 | EVT-081-032-19 | buyer | security review remains seller-owned", + "2026-08-17 | EVT-081-032-20 | seller | champion requested a revised mutual action plan", + "2026-08-22 | EVT-081-032-21 | buyer | finance validation is complete but legal review is open", + "2026-08-27 | EVT-081-032-22 | seller | buyer explicitly paused the evaluation", + "2026-09-01 | EVT-081-032-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-06 | EVT-081-032-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-11 | EVT-081-032-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-16 | EVT-081-032-26 | seller | economic buyer confirmed procurement timing", + "2026-09-21 | EVT-081-032-27 | buyer | security review remains seller-owned", + "2026-09-26 | EVT-081-032-28 | seller | champion requested a revised mutual action plan", + "2026-10-01 | EVT-081-032-29 | buyer | finance validation is complete but legal review is open", + "2026-10-06 | EVT-081-032-30 | seller | buyer explicitly paused the evaluation", + "2026-10-11 | EVT-081-032-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-16 | EVT-081-032-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-21 | EVT-081-032-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-26 | EVT-081-032-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-12", + "authorized_system": "hubspot", + "authorized_record_id": "8008130015", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/033_sbp-081-01_05_suppressions.md b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/033_sbp-081-01_05_suppressions.md new file mode 100644 index 0000000000000000000000000000000000000000..d0ebaaf15e775d082abb8e37ff8048ced2df2a52 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/033_sbp-081-01_05_suppressions.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-01", + "account_name": "Alder Services", + "salesforce_account_id": "001SB081000000", + "salesforce_opportunity_id": "006SB081000000", + "hubspot_company_id": "8008110000", + "hubspot_deal_id": "8008120000", + "gong_evidence_id": "GE-081-01", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "05_suppressions", + "source_version": "v2.6", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Alder Services", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2261239, + "stage": "Technical Validation", + "close_date": "2026-11-19", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-081-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-15 | EVT-081-033-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-20 | EVT-081-033-2 | seller | security review remains seller-owned", + "2026-05-25 | EVT-081-033-3 | buyer | champion requested a revised mutual action plan", + "2026-05-30 | EVT-081-033-4 | seller | finance validation is complete but legal review is open", + "2026-06-04 | EVT-081-033-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-09 | EVT-081-033-6 | seller | implementation capacity moved to the following quarter", + "2026-06-14 | EVT-081-033-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-19 | EVT-081-033-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-24 | EVT-081-033-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-29 | EVT-081-033-10 | seller | security review remains seller-owned", + "2026-07-04 | EVT-081-033-11 | buyer | champion requested a revised mutual action plan", + "2026-07-09 | EVT-081-033-12 | seller | finance validation is complete but legal review is open", + "2026-07-14 | EVT-081-033-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-19 | EVT-081-033-14 | seller | implementation capacity moved to the following quarter", + "2026-07-24 | EVT-081-033-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-29 | EVT-081-033-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-03 | EVT-081-033-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-08 | EVT-081-033-18 | seller | security review remains seller-owned", + "2026-08-13 | EVT-081-033-19 | buyer | champion requested a revised mutual action plan", + "2026-08-18 | EVT-081-033-20 | seller | finance validation is complete but legal review is open", + "2026-08-23 | EVT-081-033-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-28 | EVT-081-033-22 | seller | implementation capacity moved to the following quarter", + "2026-09-02 | EVT-081-033-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-07 | EVT-081-033-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-12 | EVT-081-033-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-17 | EVT-081-033-26 | seller | security review remains seller-owned", + "2026-09-22 | EVT-081-033-27 | buyer | champion requested a revised mutual action plan", + "2026-09-27 | EVT-081-033-28 | seller | finance validation is complete but legal review is open", + "2026-10-02 | EVT-081-033-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-07 | EVT-081-033-30 | seller | implementation capacity moved to the following quarter", + "2026-10-12 | EVT-081-033-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-17 | EVT-081-033-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-22 | EVT-081-033-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-27 | EVT-081-033-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-01", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000000", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-01 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-03" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/034_sbp-081-02_05_suppressions.txt b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/034_sbp-081-02_05_suppressions.txt new file mode 100644 index 0000000000000000000000000000000000000000..8ad5a0232f8b09182e7ee196d3efac75d3d02c6c --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/034_sbp-081-02_05_suppressions.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-02", + "account_name": "Beacon Ventures", + "salesforce_account_id": "001SB081000001", + "salesforce_opportunity_id": "006SB081000001", + "hubspot_company_id": "8008110001", + "hubspot_deal_id": "8008120001", + "gong_evidence_id": "GE-081-02", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "05_suppressions", + "source_version": "v3.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Beacon Ventures", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2398352, + "stage": "Prospecting", + "close_date": "2026-11-26", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-081-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-16 | EVT-081-034-1 | buyer | security review remains seller-owned", + "2026-05-21 | EVT-081-034-2 | seller | champion requested a revised mutual action plan", + "2026-05-26 | EVT-081-034-3 | buyer | finance validation is complete but legal review is open", + "2026-05-31 | EVT-081-034-4 | seller | buyer explicitly paused the evaluation", + "2026-06-05 | EVT-081-034-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-10 | EVT-081-034-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-15 | EVT-081-034-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-20 | EVT-081-034-8 | seller | economic buyer confirmed procurement timing", + "2026-06-25 | EVT-081-034-9 | buyer | security review remains seller-owned", + "2026-06-30 | EVT-081-034-10 | seller | champion requested a revised mutual action plan", + "2026-07-05 | EVT-081-034-11 | buyer | finance validation is complete but legal review is open", + "2026-07-10 | EVT-081-034-12 | seller | buyer explicitly paused the evaluation", + "2026-07-15 | EVT-081-034-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-20 | EVT-081-034-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-25 | EVT-081-034-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-30 | EVT-081-034-16 | seller | economic buyer confirmed procurement timing", + "2026-08-04 | EVT-081-034-17 | buyer | security review remains seller-owned", + "2026-08-09 | EVT-081-034-18 | seller | champion requested a revised mutual action plan", + "2026-08-14 | EVT-081-034-19 | buyer | finance validation is complete but legal review is open", + "2026-08-19 | EVT-081-034-20 | seller | buyer explicitly paused the evaluation", + "2026-08-24 | EVT-081-034-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-29 | EVT-081-034-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-03 | EVT-081-034-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-08 | EVT-081-034-24 | seller | economic buyer confirmed procurement timing", + "2026-09-13 | EVT-081-034-25 | buyer | security review remains seller-owned", + "2026-09-18 | EVT-081-034-26 | seller | champion requested a revised mutual action plan", + "2026-09-23 | EVT-081-034-27 | buyer | finance validation is complete but legal review is open", + "2026-09-28 | EVT-081-034-28 | seller | buyer explicitly paused the evaluation", + "2026-10-03 | EVT-081-034-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-08 | EVT-081-034-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-13 | EVT-081-034-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-18 | EVT-081-034-32 | seller | economic buyer confirmed procurement timing", + "2026-10-23 | EVT-081-034-33 | buyer | security review remains seller-owned", + "2026-10-28 | EVT-081-034-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-02", + "authorized_system": "hubspot", + "authorized_record_id": "8008130001", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-04" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/035_sbp-081-03_05_suppressions.json b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/035_sbp-081-03_05_suppressions.json new file mode 100644 index 0000000000000000000000000000000000000000..1b96fadf2e84a8a3f6c2aa580c0616b9c38eff9f --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/035_sbp-081-03_05_suppressions.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 2535465, + "benchmark_company": "Umber DevSecOps", + "close_date": "2026-12-03", + "industry": "security software", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Cobalt Enterprises", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "stage": "Technical Validation" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "Status", + "authorized_record_id": "00vSB081000002", + "authorized_system": "salesforce", + "current_value": "Sent", + "deadline": "2026-09-05", + "decision_code": "CHG-081-03", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-081-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "required_value": "Removed - Compliance" + }, + "evidence": { + "events": [ + "2026-05-17 | EVT-081-035-1 | buyer | champion requested a revised mutual action plan", + "2026-05-22 | EVT-081-035-2 | seller | finance validation is complete but legal review is open", + "2026-05-27 | EVT-081-035-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-01 | EVT-081-035-4 | seller | implementation capacity moved to the following quarter", + "2026-06-06 | EVT-081-035-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-11 | EVT-081-035-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-16 | EVT-081-035-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-21 | EVT-081-035-8 | seller | security review remains seller-owned", + "2026-06-26 | EVT-081-035-9 | buyer | champion requested a revised mutual action plan", + "2026-07-01 | EVT-081-035-10 | seller | finance validation is complete but legal review is open", + "2026-07-06 | EVT-081-035-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-11 | EVT-081-035-12 | seller | implementation capacity moved to the following quarter", + "2026-07-16 | EVT-081-035-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-21 | EVT-081-035-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-26 | EVT-081-035-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-31 | EVT-081-035-16 | seller | security review remains seller-owned", + "2026-08-05 | EVT-081-035-17 | buyer | champion requested a revised mutual action plan", + "2026-08-10 | EVT-081-035-18 | seller | finance validation is complete but legal review is open", + "2026-08-15 | EVT-081-035-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-20 | EVT-081-035-20 | seller | implementation capacity moved to the following quarter", + "2026-08-25 | EVT-081-035-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-30 | EVT-081-035-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-04 | EVT-081-035-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-09 | EVT-081-035-24 | seller | security review remains seller-owned", + "2026-09-14 | EVT-081-035-25 | buyer | champion requested a revised mutual action plan", + "2026-09-19 | EVT-081-035-26 | seller | finance validation is complete but legal review is open", + "2026-09-24 | EVT-081-035-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-29 | EVT-081-035-28 | seller | implementation capacity moved to the following quarter", + "2026-10-04 | EVT-081-035-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-09 | EVT-081-035-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-14 | EVT-081-035-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-19 | EVT-081-035-32 | seller | security review remains seller-owned", + "2026-10-24 | EVT-081-035-33 | buyer | champion requested a revised mutual action plan", + "2026-10-29 | EVT-081-035-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-081-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Enterprises", + "as_of": "2026-08-31", + "classification": "synthetic-confidential", + "folder": "05_suppressions", + "gong_evidence_id": "GE-081-03", + "hubspot_company_id": "8008110002", + "hubspot_deal_id": "8008120002", + "period": "2026-Q3", + "portfolio_key": "SBP-081-03", + "salesforce_account_id": "001SB081000002", + "salesforce_opportunity_id": "006SB081000002", + "source_version": "v4.8", + "task_id": "sb100-081-umber-gdpr-sequence" + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/036_sbp-081-04_05_suppressions.csv b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/036_sbp-081-04_05_suppressions.csv new file mode 100644 index 0000000000000000000000000000000000000000..e337cc0fca5dfcf43fdce5dd1ed7433b34df087b --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/036_sbp-081-04_05_suppressions.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-081-umber-gdpr-sequence""" +record_control,portfolio_key,"""SBP-081-04""" +record_control,account_name,"""Dovetail Cooperative""" +record_control,salesforce_account_id,"""001SB081000003""" +record_control,salesforce_opportunity_id,"""006SB081000003""" +record_control,hubspot_company_id,"""8008110003""" +record_control,hubspot_deal_id,"""8008120003""" +record_control,gong_evidence_id,"""GE-081-04""" +record_control,period,"""2026-Q3""" +record_control,as_of,"""2026-08-31""" +record_control,folder,"""05_suppressions""" +record_control,source_version,"""v1.0""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Umber DevSecOps""" +business_context,portfolio_account,"""Dovetail Cooperative""" +business_context,industry,"""security software""" +business_context,region,"""EMEA""" +business_context,requester,"""Revenue Compliance Manager""" +business_context,amount_usd,2672578 +business_context,stage,"""Prospecting""" +business_context,close_date,"""2026-12-10""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-081-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-18 | EVT-081-036-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-23 | EVT-081-036-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-28 | EVT-081-036-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-02 | EVT-081-036-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-07 | EVT-081-036-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-12 | EVT-081-036-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-17 | EVT-081-036-7 | buyer | security review remains seller-owned"", ""2026-06-22 | EVT-081-036-8 | seller | champion requested a revised mutual action plan"", ""2026-06-27 | EVT-081-036-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-02 | EVT-081-036-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-07 | EVT-081-036-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-12 | EVT-081-036-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-17 | EVT-081-036-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-22 | EVT-081-036-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-27 | EVT-081-036-15 | buyer | security review remains seller-owned"", ""2026-08-01 | EVT-081-036-16 | seller | champion requested a revised mutual action plan"", ""2026-08-06 | EVT-081-036-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-11 | EVT-081-036-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-16 | EVT-081-036-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-21 | EVT-081-036-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-26 | EVT-081-036-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-31 | EVT-081-036-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-05 | EVT-081-036-23 | buyer | security review remains seller-owned"", ""2026-09-10 | EVT-081-036-24 | seller | champion requested a revised mutual action plan"", ""2026-09-15 | EVT-081-036-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-20 | EVT-081-036-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-25 | EVT-081-036-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-30 | EVT-081-036-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-05 | EVT-081-036-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-10 | EVT-081-036-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-15 | EVT-081-036-31 | buyer | security review remains seller-owned"", ""2026-10-20 | EVT-081-036-32 | seller | champion requested a revised mutual action plan"", ""2026-10-25 | EVT-081-036-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-30 | EVT-081-036-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-081-04""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8008130003""" +decision,authorized_field,"""sequence_status""" +decision,current_value,"""ACTIVE""" +decision,required_value,"""PAUSED_COMPLIANCE""" +decision,reason,"""SBP-081-04 qualifies for consent-safe sequence remediation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-06""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/037_sbp-081-05_05_suppressions.eml b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/037_sbp-081-05_05_suppressions.eml new file mode 100644 index 0000000000000000000000000000000000000000..aaaefd24648737cf886252692f5722220983b322 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/037_sbp-081-05_05_suppressions.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-081-umber-gdpr-sequence.example +To: portfolio-review@sb100-081-umber-gdpr-sequence.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-081-05 / 05_suppressions +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-05", + "account_name": "Evergreen Platform", + "salesforce_account_id": "001SB081000004", + "salesforce_opportunity_id": "006SB081000004", + "hubspot_company_id": "8008110004", + "hubspot_deal_id": "8008120004", + "gong_evidence_id": "GE-081-05", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "05_suppressions", + "source_version": "v2.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Evergreen Platform", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2809691, + "stage": "Technical Validation", + "close_date": "2026-08-31", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-081-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-19 | EVT-081-037-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-24 | EVT-081-037-2 | seller | implementation capacity moved to the following quarter", + "2026-05-29 | EVT-081-037-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-03 | EVT-081-037-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-08 | EVT-081-037-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-13 | EVT-081-037-6 | seller | security review remains seller-owned", + "2026-06-18 | EVT-081-037-7 | buyer | champion requested a revised mutual action plan", + "2026-06-23 | EVT-081-037-8 | seller | finance validation is complete but legal review is open", + "2026-06-28 | EVT-081-037-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-03 | EVT-081-037-10 | seller | implementation capacity moved to the following quarter", + "2026-07-08 | EVT-081-037-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-13 | EVT-081-037-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-18 | EVT-081-037-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-23 | EVT-081-037-14 | seller | security review remains seller-owned", + "2026-07-28 | EVT-081-037-15 | buyer | champion requested a revised mutual action plan", + "2026-08-02 | EVT-081-037-16 | seller | finance validation is complete but legal review is open", + "2026-08-07 | EVT-081-037-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-12 | EVT-081-037-18 | seller | implementation capacity moved to the following quarter", + "2026-08-17 | EVT-081-037-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-22 | EVT-081-037-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-27 | EVT-081-037-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-01 | EVT-081-037-22 | seller | security review remains seller-owned", + "2026-09-06 | EVT-081-037-23 | buyer | champion requested a revised mutual action plan", + "2026-09-11 | EVT-081-037-24 | seller | finance validation is complete but legal review is open", + "2026-09-16 | EVT-081-037-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-21 | EVT-081-037-26 | seller | implementation capacity moved to the following quarter", + "2026-09-26 | EVT-081-037-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-01 | EVT-081-037-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-06 | EVT-081-037-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-11 | EVT-081-037-30 | seller | security review remains seller-owned", + "2026-10-16 | EVT-081-037-31 | buyer | champion requested a revised mutual action plan", + "2026-10-21 | EVT-081-037-32 | seller | finance validation is complete but legal review is open", + "2026-10-26 | EVT-081-037-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-31 | EVT-081-037-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-05", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000004", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "owner": "Theo Martin", + "deadline": "2026-09-07" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/038_sbp-081-06_05_suppressions.xml b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/038_sbp-081-06_05_suppressions.xml new file mode 100644 index 0000000000000000000000000000000000000000..9424aff898eda2d76d8ea8a67382342e2d1d8e73 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/038_sbp-081-06_05_suppressions.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/039_sbp-081-07_05_suppressions.html b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/039_sbp-081-07_05_suppressions.html new file mode 100644 index 0000000000000000000000000000000000000000..45cff7280b183602214be643eed41b86168c3500 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/039_sbp-081-07_05_suppressions.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-081-umber-gdpr-sequence",
+    "portfolio_key": "SBP-081-07",
+    "account_name": "Granite Group",
+    "salesforce_account_id": "001SB081000006",
+    "salesforce_opportunity_id": "006SB081000006",
+    "hubspot_company_id": "8008110006",
+    "hubspot_deal_id": "8008120006",
+    "gong_evidence_id": "GE-081-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-31",
+    "folder": "05_suppressions",
+    "source_version": "v4.3",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Umber DevSecOps",
+    "portfolio_account": "Granite Group",
+    "industry": "security software",
+    "region": "EMEA",
+    "requester": "Revenue Compliance Manager",
+    "amount_usd": 3083917,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-14",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-081-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-21 | EVT-081-039-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-26 | EVT-081-039-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-31 | EVT-081-039-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-05 | EVT-081-039-4 | seller | security review remains seller-owned",
+      "2026-06-10 | EVT-081-039-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-15 | EVT-081-039-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-20 | EVT-081-039-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-25 | EVT-081-039-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-30 | EVT-081-039-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-05 | EVT-081-039-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-10 | EVT-081-039-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-15 | EVT-081-039-12 | seller | security review remains seller-owned",
+      "2026-07-20 | EVT-081-039-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-25 | EVT-081-039-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-30 | EVT-081-039-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-04 | EVT-081-039-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-09 | EVT-081-039-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-14 | EVT-081-039-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-19 | EVT-081-039-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-24 | EVT-081-039-20 | seller | security review remains seller-owned",
+      "2026-08-29 | EVT-081-039-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-03 | EVT-081-039-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-08 | EVT-081-039-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-13 | EVT-081-039-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-18 | EVT-081-039-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-23 | EVT-081-039-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-28 | EVT-081-039-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-03 | EVT-081-039-28 | seller | security review remains seller-owned",
+      "2026-10-08 | EVT-081-039-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-13 | EVT-081-039-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-18 | EVT-081-039-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-23 | EVT-081-039-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-28 | EVT-081-039-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-02 | EVT-081-039-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-081-07",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-081-07 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-03"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/040_sbp-081-08_05_suppressions.md b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/040_sbp-081-08_05_suppressions.md new file mode 100644 index 0000000000000000000000000000000000000000..08ef689829a36739f41831b3471cb7d3c4a7f9d6 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/05_suppressions/040_sbp-081-08_05_suppressions.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-08", + "account_name": "Harbor Holdings", + "salesforce_account_id": "001SB081000007", + "salesforce_opportunity_id": "006SB081000007", + "hubspot_company_id": "8008110007", + "hubspot_deal_id": "8008120007", + "gong_evidence_id": "GE-081-08", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "05_suppressions", + "source_version": "v1.4", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Harbor Holdings", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3221030, + "stage": "Prospecting", + "close_date": "2026-09-21", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-081-08 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-22 | EVT-081-040-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-27 | EVT-081-040-2 | seller | economic buyer confirmed procurement timing", + "2026-06-01 | EVT-081-040-3 | buyer | security review remains seller-owned", + "2026-06-06 | EVT-081-040-4 | seller | champion requested a revised mutual action plan", + "2026-06-11 | EVT-081-040-5 | buyer | finance validation is complete but legal review is open", + "2026-06-16 | EVT-081-040-6 | seller | buyer explicitly paused the evaluation", + "2026-06-21 | EVT-081-040-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-26 | EVT-081-040-8 | seller | competitive evaluation narrowed to two vendors", + "2026-07-01 | EVT-081-040-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-06 | EVT-081-040-10 | seller | economic buyer confirmed procurement timing", + "2026-07-11 | EVT-081-040-11 | buyer | security review remains seller-owned", + "2026-07-16 | EVT-081-040-12 | seller | champion requested a revised mutual action plan", + "2026-07-21 | EVT-081-040-13 | buyer | finance validation is complete but legal review is open", + "2026-07-26 | EVT-081-040-14 | seller | buyer explicitly paused the evaluation", + "2026-07-31 | EVT-081-040-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-05 | EVT-081-040-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-10 | EVT-081-040-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-15 | EVT-081-040-18 | seller | economic buyer confirmed procurement timing", + "2026-08-20 | EVT-081-040-19 | buyer | security review remains seller-owned", + "2026-08-25 | EVT-081-040-20 | seller | champion requested a revised mutual action plan", + "2026-08-30 | EVT-081-040-21 | buyer | finance validation is complete but legal review is open", + "2026-09-04 | EVT-081-040-22 | seller | buyer explicitly paused the evaluation", + "2026-09-09 | EVT-081-040-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-14 | EVT-081-040-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-19 | EVT-081-040-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-24 | EVT-081-040-26 | seller | economic buyer confirmed procurement timing", + "2026-09-29 | EVT-081-040-27 | buyer | security review remains seller-owned", + "2026-10-04 | EVT-081-040-28 | seller | champion requested a revised mutual action plan", + "2026-10-09 | EVT-081-040-29 | buyer | finance validation is complete but legal review is open", + "2026-10-14 | EVT-081-040-30 | seller | buyer explicitly paused the evaluation", + "2026-10-19 | EVT-081-040-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-24 | EVT-081-040-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-29 | EVT-081-040-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-03 | EVT-081-040-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-07", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000007", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-04" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/073_sbp-081-09_10_regional_policy.md b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/073_sbp-081-09_10_regional_policy.md new file mode 100644 index 0000000000000000000000000000000000000000..4e325d83320097f85f928bd651081c86fb27f6e5 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/073_sbp-081-09_10_regional_policy.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-09", + "account_name": "Indigo Systems", + "salesforce_account_id": "001SB081000008", + "salesforce_opportunity_id": "006SB081000008", + "hubspot_company_id": "8008110008", + "hubspot_deal_id": "8008120008", + "gong_evidence_id": "GE-081-09", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "10_regional_policy", + "source_version": "v2.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Indigo Systems", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3358143, + "stage": "Technical Validation", + "close_date": "2026-09-28", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-081-09 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-05 | EVT-081-073-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-10 | EVT-081-073-2 | seller | security review remains seller-owned", + "2026-05-15 | EVT-081-073-3 | buyer | champion requested a revised mutual action plan", + "2026-05-20 | EVT-081-073-4 | seller | finance validation is complete but legal review is open", + "2026-05-25 | EVT-081-073-5 | buyer | buyer explicitly paused the evaluation", + "2026-05-30 | EVT-081-073-6 | seller | implementation capacity moved to the following quarter", + "2026-06-04 | EVT-081-073-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-09 | EVT-081-073-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-14 | EVT-081-073-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-19 | EVT-081-073-10 | seller | security review remains seller-owned", + "2026-06-24 | EVT-081-073-11 | buyer | champion requested a revised mutual action plan", + "2026-06-29 | EVT-081-073-12 | seller | finance validation is complete but legal review is open", + "2026-07-04 | EVT-081-073-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-09 | EVT-081-073-14 | seller | implementation capacity moved to the following quarter", + "2026-07-14 | EVT-081-073-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-19 | EVT-081-073-16 | seller | renewal notice was acknowledged by procurement", + "2026-07-24 | EVT-081-073-17 | buyer | economic buyer confirmed procurement timing", + "2026-07-29 | EVT-081-073-18 | seller | security review remains seller-owned", + "2026-08-03 | EVT-081-073-19 | buyer | champion requested a revised mutual action plan", + "2026-08-08 | EVT-081-073-20 | seller | finance validation is complete but legal review is open", + "2026-08-13 | EVT-081-073-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-18 | EVT-081-073-22 | seller | implementation capacity moved to the following quarter", + "2026-08-23 | EVT-081-073-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-28 | EVT-081-073-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-02 | EVT-081-073-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-07 | EVT-081-073-26 | seller | security review remains seller-owned", + "2026-09-12 | EVT-081-073-27 | buyer | champion requested a revised mutual action plan", + "2026-09-17 | EVT-081-073-28 | seller | finance validation is complete but legal review is open", + "2026-09-22 | EVT-081-073-29 | buyer | buyer explicitly paused the evaluation", + "2026-09-27 | EVT-081-073-30 | seller | implementation capacity moved to the following quarter", + "2026-10-02 | EVT-081-073-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-07 | EVT-081-073-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-12 | EVT-081-073-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-17 | EVT-081-073-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-08", + "authorized_system": "hubspot", + "authorized_record_id": "8008130008", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-05" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/074_sbp-081-10_10_regional_policy.txt b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/074_sbp-081-10_10_regional_policy.txt new file mode 100644 index 0000000000000000000000000000000000000000..2628a32247d3d619a0d13534975e3c3a9eac62ee --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/074_sbp-081-10_10_regional_policy.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-10", + "account_name": "Juniper Partners", + "salesforce_account_id": "001SB081000009", + "salesforce_opportunity_id": "006SB081000009", + "hubspot_company_id": "8008110009", + "hubspot_deal_id": "8008120009", + "gong_evidence_id": "GE-081-10", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "10_regional_policy", + "source_version": "v3.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Juniper Partners", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3495256, + "stage": "Prospecting", + "close_date": "2026-10-05", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-081-10 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-06 | EVT-081-074-1 | buyer | security review remains seller-owned", + "2026-05-11 | EVT-081-074-2 | seller | champion requested a revised mutual action plan", + "2026-05-16 | EVT-081-074-3 | buyer | finance validation is complete but legal review is open", + "2026-05-21 | EVT-081-074-4 | seller | buyer explicitly paused the evaluation", + "2026-05-26 | EVT-081-074-5 | buyer | implementation capacity moved to the following quarter", + "2026-05-31 | EVT-081-074-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-05 | EVT-081-074-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-10 | EVT-081-074-8 | seller | economic buyer confirmed procurement timing", + "2026-06-15 | EVT-081-074-9 | buyer | security review remains seller-owned", + "2026-06-20 | EVT-081-074-10 | seller | champion requested a revised mutual action plan", + "2026-06-25 | EVT-081-074-11 | buyer | finance validation is complete but legal review is open", + "2026-06-30 | EVT-081-074-12 | seller | buyer explicitly paused the evaluation", + "2026-07-05 | EVT-081-074-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-10 | EVT-081-074-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-15 | EVT-081-074-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-20 | EVT-081-074-16 | seller | economic buyer confirmed procurement timing", + "2026-07-25 | EVT-081-074-17 | buyer | security review remains seller-owned", + "2026-07-30 | EVT-081-074-18 | seller | champion requested a revised mutual action plan", + "2026-08-04 | EVT-081-074-19 | buyer | finance validation is complete but legal review is open", + "2026-08-09 | EVT-081-074-20 | seller | buyer explicitly paused the evaluation", + "2026-08-14 | EVT-081-074-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-19 | EVT-081-074-22 | seller | competitive evaluation narrowed to two vendors", + "2026-08-24 | EVT-081-074-23 | buyer | renewal notice was acknowledged by procurement", + "2026-08-29 | EVT-081-074-24 | seller | economic buyer confirmed procurement timing", + "2026-09-03 | EVT-081-074-25 | buyer | security review remains seller-owned", + "2026-09-08 | EVT-081-074-26 | seller | champion requested a revised mutual action plan", + "2026-09-13 | EVT-081-074-27 | buyer | finance validation is complete but legal review is open", + "2026-09-18 | EVT-081-074-28 | seller | buyer explicitly paused the evaluation", + "2026-09-23 | EVT-081-074-29 | buyer | implementation capacity moved to the following quarter", + "2026-09-28 | EVT-081-074-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-03 | EVT-081-074-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-08 | EVT-081-074-32 | seller | economic buyer confirmed procurement timing", + "2026-10-13 | EVT-081-074-33 | buyer | security review remains seller-owned", + "2026-10-18 | EVT-081-074-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-09", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000009", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-10 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/075_sbp-081-11_10_regional_policy.json b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/075_sbp-081-11_10_regional_policy.json new file mode 100644 index 0000000000000000000000000000000000000000..c554f8a8ed944a17875adaac5738a11578256ff4 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/075_sbp-081-11_10_regional_policy.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 3632369, + "benchmark_company": "Umber DevSecOps", + "close_date": "2026-10-12", + "industry": "security software", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Keystone Networks", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "stage": "Technical Validation" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "sequence_status", + "authorized_record_id": "8008130010", + "authorized_system": "hubspot", + "current_value": "ACTIVE", + "deadline": "2026-09-07", + "decision_code": "CHG-081-10", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-081-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "required_value": "PAUSED_COMPLIANCE" + }, + "evidence": { + "events": [ + "2026-05-07 | EVT-081-075-1 | buyer | champion requested a revised mutual action plan", + "2026-05-12 | EVT-081-075-2 | seller | finance validation is complete but legal review is open", + "2026-05-17 | EVT-081-075-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-22 | EVT-081-075-4 | seller | implementation capacity moved to the following quarter", + "2026-05-27 | EVT-081-075-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-01 | EVT-081-075-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-06 | EVT-081-075-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-11 | EVT-081-075-8 | seller | security review remains seller-owned", + "2026-06-16 | EVT-081-075-9 | buyer | champion requested a revised mutual action plan", + "2026-06-21 | EVT-081-075-10 | seller | finance validation is complete but legal review is open", + "2026-06-26 | EVT-081-075-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-01 | EVT-081-075-12 | seller | implementation capacity moved to the following quarter", + "2026-07-06 | EVT-081-075-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-11 | EVT-081-075-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-16 | EVT-081-075-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-21 | EVT-081-075-16 | seller | security review remains seller-owned", + "2026-07-26 | EVT-081-075-17 | buyer | champion requested a revised mutual action plan", + "2026-07-31 | EVT-081-075-18 | seller | finance validation is complete but legal review is open", + "2026-08-05 | EVT-081-075-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-10 | EVT-081-075-20 | seller | implementation capacity moved to the following quarter", + "2026-08-15 | EVT-081-075-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-20 | EVT-081-075-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-25 | EVT-081-075-23 | buyer | economic buyer confirmed procurement timing", + "2026-08-30 | EVT-081-075-24 | seller | security review remains seller-owned", + "2026-09-04 | EVT-081-075-25 | buyer | champion requested a revised mutual action plan", + "2026-09-09 | EVT-081-075-26 | seller | finance validation is complete but legal review is open", + "2026-09-14 | EVT-081-075-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-19 | EVT-081-075-28 | seller | implementation capacity moved to the following quarter", + "2026-09-24 | EVT-081-075-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-29 | EVT-081-075-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-04 | EVT-081-075-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-09 | EVT-081-075-32 | seller | security review remains seller-owned", + "2026-10-14 | EVT-081-075-33 | buyer | champion requested a revised mutual action plan", + "2026-10-19 | EVT-081-075-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-081-11 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Networks", + "as_of": "2026-08-31", + "classification": "synthetic-confidential", + "folder": "10_regional_policy", + "gong_evidence_id": "GE-081-11", + "hubspot_company_id": "8008110010", + "hubspot_deal_id": "8008120010", + "period": "2026-Q3", + "portfolio_key": "SBP-081-11", + "salesforce_account_id": "001SB081000010", + "salesforce_opportunity_id": "006SB081000010", + "source_version": "v4.3", + "task_id": "sb100-081-umber-gdpr-sequence" + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/076_sbp-081-12_10_regional_policy.csv b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/076_sbp-081-12_10_regional_policy.csv new file mode 100644 index 0000000000000000000000000000000000000000..e0922cc3dc9759611d2bdf1469927378a17a6564 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/076_sbp-081-12_10_regional_policy.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-081-umber-gdpr-sequence""" +record_control,portfolio_key,"""SBP-081-12""" +record_control,account_name,"""Lantern Labs""" +record_control,salesforce_account_id,"""001SB081000011""" +record_control,salesforce_opportunity_id,"""006SB081000011""" +record_control,hubspot_company_id,"""8008110011""" +record_control,hubspot_deal_id,"""8008120011""" +record_control,gong_evidence_id,"""GE-081-12""" +record_control,period,"""2026-Q3""" +record_control,as_of,"""2026-08-31""" +record_control,folder,"""10_regional_policy""" +record_control,source_version,"""v1.4""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Umber DevSecOps""" +business_context,portfolio_account,"""Lantern Labs""" +business_context,industry,"""security software""" +business_context,region,"""EMEA""" +business_context,requester,"""Revenue Compliance Manager""" +business_context,amount_usd,3769482 +business_context,stage,"""Prospecting""" +business_context,close_date,"""2026-10-19""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-081-12 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-08 | EVT-081-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-13 | EVT-081-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-18 | EVT-081-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-23 | EVT-081-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-05-28 | EVT-081-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-02 | EVT-081-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-07 | EVT-081-076-7 | buyer | security review remains seller-owned"", ""2026-06-12 | EVT-081-076-8 | seller | champion requested a revised mutual action plan"", ""2026-06-17 | EVT-081-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-22 | EVT-081-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-06-27 | EVT-081-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-02 | EVT-081-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-07 | EVT-081-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-12 | EVT-081-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-17 | EVT-081-076-15 | buyer | security review remains seller-owned"", ""2026-07-22 | EVT-081-076-16 | seller | champion requested a revised mutual action plan"", ""2026-07-27 | EVT-081-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-01 | EVT-081-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-06 | EVT-081-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-11 | EVT-081-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-16 | EVT-081-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-21 | EVT-081-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-08-26 | EVT-081-076-23 | buyer | security review remains seller-owned"", ""2026-08-31 | EVT-081-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-05 | EVT-081-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-10 | EVT-081-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-15 | EVT-081-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-20 | EVT-081-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-25 | EVT-081-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-30 | EVT-081-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-05 | EVT-081-076-31 | buyer | security review remains seller-owned"", ""2026-10-10 | EVT-081-076-32 | seller | champion requested a revised mutual action plan"", ""2026-10-15 | EVT-081-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-20 | EVT-081-076-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,false +decision,decision_code,"""HOLD-081-12""" +decision,authorized_system,"""none""" +decision,authorized_record_id,"""none""" +decision,authorized_field,"""none""" +decision,current_value,"""unchanged""" +decision,required_value,"""unchanged""" +decision,reason,"""SBP-081-12 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-08""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/077_sbp-081-13_10_regional_policy.eml b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/077_sbp-081-13_10_regional_policy.eml new file mode 100644 index 0000000000000000000000000000000000000000..8b2a78fd960217a5c1dbb2d4603feccf06995815 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/077_sbp-081-13_10_regional_policy.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-081-umber-gdpr-sequence.example +To: portfolio-review@sb100-081-umber-gdpr-sequence.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-081-13 / 10_regional_policy +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-13", + "account_name": "Meridian Industries", + "salesforce_account_id": "001SB081000012", + "salesforce_opportunity_id": "006SB081000012", + "hubspot_company_id": "8008110012", + "hubspot_deal_id": "8008120012", + "gong_evidence_id": "GE-081-13", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "10_regional_policy", + "source_version": "v2.5", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Meridian Industries", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3906595, + "stage": "Technical Validation", + "close_date": "2026-10-26", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-081-13 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-09 | EVT-081-077-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-14 | EVT-081-077-2 | seller | implementation capacity moved to the following quarter", + "2026-05-19 | EVT-081-077-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-05-24 | EVT-081-077-4 | seller | renewal notice was acknowledged by procurement", + "2026-05-29 | EVT-081-077-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-03 | EVT-081-077-6 | seller | security review remains seller-owned", + "2026-06-08 | EVT-081-077-7 | buyer | champion requested a revised mutual action plan", + "2026-06-13 | EVT-081-077-8 | seller | finance validation is complete but legal review is open", + "2026-06-18 | EVT-081-077-9 | buyer | buyer explicitly paused the evaluation", + "2026-06-23 | EVT-081-077-10 | seller | implementation capacity moved to the following quarter", + "2026-06-28 | EVT-081-077-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-03 | EVT-081-077-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-08 | EVT-081-077-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-13 | EVT-081-077-14 | seller | security review remains seller-owned", + "2026-07-18 | EVT-081-077-15 | buyer | champion requested a revised mutual action plan", + "2026-07-23 | EVT-081-077-16 | seller | finance validation is complete but legal review is open", + "2026-07-28 | EVT-081-077-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-02 | EVT-081-077-18 | seller | implementation capacity moved to the following quarter", + "2026-08-07 | EVT-081-077-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-12 | EVT-081-077-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-17 | EVT-081-077-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-22 | EVT-081-077-22 | seller | security review remains seller-owned", + "2026-08-27 | EVT-081-077-23 | buyer | champion requested a revised mutual action plan", + "2026-09-01 | EVT-081-077-24 | seller | finance validation is complete but legal review is open", + "2026-09-06 | EVT-081-077-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-11 | EVT-081-077-26 | seller | implementation capacity moved to the following quarter", + "2026-09-16 | EVT-081-077-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-21 | EVT-081-077-28 | seller | renewal notice was acknowledged by procurement", + "2026-09-26 | EVT-081-077-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-01 | EVT-081-077-30 | seller | security review remains seller-owned", + "2026-10-06 | EVT-081-077-31 | buyer | champion requested a revised mutual action plan", + "2026-10-11 | EVT-081-077-32 | seller | finance validation is complete but legal review is open", + "2026-10-16 | EVT-081-077-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-21 | EVT-081-077-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-081-13", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-081-13 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-03" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/078_sbp-081-14_10_regional_policy.xml b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/078_sbp-081-14_10_regional_policy.xml new file mode 100644 index 0000000000000000000000000000000000000000..17d8d1cc3d7bab03a8d348e0651f07656bd95c44 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/078_sbp-081-14_10_regional_policy.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/079_sbp-081-15_10_regional_policy.html b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/079_sbp-081-15_10_regional_policy.html new file mode 100644 index 0000000000000000000000000000000000000000..f37c895ce37216bae1d430fc802397e8dc8cbd70 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/079_sbp-081-15_10_regional_policy.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-081-umber-gdpr-sequence",
+    "portfolio_key": "SBP-081-15",
+    "account_name": "Orchard Works",
+    "salesforce_account_id": "001SB081000014",
+    "salesforce_opportunity_id": "006SB081000014",
+    "hubspot_company_id": "8008110014",
+    "hubspot_deal_id": "8008120014",
+    "gong_evidence_id": "GE-081-15",
+    "period": "2026-Q3",
+    "as_of": "2026-08-31",
+    "folder": "10_regional_policy",
+    "source_version": "v4.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Umber DevSecOps",
+    "portfolio_account": "Orchard Works",
+    "industry": "security software",
+    "region": "EMEA",
+    "requester": "Revenue Compliance Manager",
+    "amount_usd": 4180821,
+    "stage": "Technical Validation",
+    "close_date": "2026-11-09",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-081-15 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-11 | EVT-081-079-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-16 | EVT-081-079-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-21 | EVT-081-079-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-05-26 | EVT-081-079-4 | seller | security review remains seller-owned",
+      "2026-05-31 | EVT-081-079-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-05 | EVT-081-079-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-10 | EVT-081-079-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-15 | EVT-081-079-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-20 | EVT-081-079-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-25 | EVT-081-079-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-30 | EVT-081-079-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-05 | EVT-081-079-12 | seller | security review remains seller-owned",
+      "2026-07-10 | EVT-081-079-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-15 | EVT-081-079-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-20 | EVT-081-079-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-25 | EVT-081-079-16 | seller | implementation capacity moved to the following quarter",
+      "2026-07-30 | EVT-081-079-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-04 | EVT-081-079-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-09 | EVT-081-079-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-14 | EVT-081-079-20 | seller | security review remains seller-owned",
+      "2026-08-19 | EVT-081-079-21 | buyer | champion requested a revised mutual action plan",
+      "2026-08-24 | EVT-081-079-22 | seller | finance validation is complete but legal review is open",
+      "2026-08-29 | EVT-081-079-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-03 | EVT-081-079-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-08 | EVT-081-079-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-13 | EVT-081-079-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-18 | EVT-081-079-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-23 | EVT-081-079-28 | seller | security review remains seller-owned",
+      "2026-09-28 | EVT-081-079-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-03 | EVT-081-079-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-08 | EVT-081-079-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-13 | EVT-081-079-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-18 | EVT-081-079-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-23 | EVT-081-079-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-081-15",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-081-15 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-05"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/080_sbp-081-16_10_regional_policy.md b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/080_sbp-081-16_10_regional_policy.md new file mode 100644 index 0000000000000000000000000000000000000000..b68311f01797f6424d826cd55dd8514333769856 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/10_regional_policy/080_sbp-081-16_10_regional_policy.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-16", + "account_name": "Palisade Technologies", + "salesforce_account_id": "001SB081000015", + "salesforce_opportunity_id": "006SB081000015", + "hubspot_company_id": "8008110015", + "hubspot_deal_id": "8008120015", + "gong_evidence_id": "GE-081-16", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "10_regional_policy", + "source_version": "v1.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Palisade Technologies", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 4317934, + "stage": "Prospecting", + "close_date": "2026-11-16", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-081-16 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-12 | EVT-081-080-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-17 | EVT-081-080-2 | seller | economic buyer confirmed procurement timing", + "2026-05-22 | EVT-081-080-3 | buyer | security review remains seller-owned", + "2026-05-27 | EVT-081-080-4 | seller | champion requested a revised mutual action plan", + "2026-06-01 | EVT-081-080-5 | buyer | finance validation is complete but legal review is open", + "2026-06-06 | EVT-081-080-6 | seller | buyer explicitly paused the evaluation", + "2026-06-11 | EVT-081-080-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-16 | EVT-081-080-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-21 | EVT-081-080-9 | buyer | renewal notice was acknowledged by procurement", + "2026-06-26 | EVT-081-080-10 | seller | economic buyer confirmed procurement timing", + "2026-07-01 | EVT-081-080-11 | buyer | security review remains seller-owned", + "2026-07-06 | EVT-081-080-12 | seller | champion requested a revised mutual action plan", + "2026-07-11 | EVT-081-080-13 | buyer | finance validation is complete but legal review is open", + "2026-07-16 | EVT-081-080-14 | seller | buyer explicitly paused the evaluation", + "2026-07-21 | EVT-081-080-15 | buyer | implementation capacity moved to the following quarter", + "2026-07-26 | EVT-081-080-16 | seller | competitive evaluation narrowed to two vendors", + "2026-07-31 | EVT-081-080-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-05 | EVT-081-080-18 | seller | economic buyer confirmed procurement timing", + "2026-08-10 | EVT-081-080-19 | buyer | security review remains seller-owned", + "2026-08-15 | EVT-081-080-20 | seller | champion requested a revised mutual action plan", + "2026-08-20 | EVT-081-080-21 | buyer | finance validation is complete but legal review is open", + "2026-08-25 | EVT-081-080-22 | seller | buyer explicitly paused the evaluation", + "2026-08-30 | EVT-081-080-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-04 | EVT-081-080-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-09 | EVT-081-080-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-14 | EVT-081-080-26 | seller | economic buyer confirmed procurement timing", + "2026-09-19 | EVT-081-080-27 | buyer | security review remains seller-owned", + "2026-09-24 | EVT-081-080-28 | seller | champion requested a revised mutual action plan", + "2026-09-29 | EVT-081-080-29 | buyer | finance validation is complete but legal review is open", + "2026-10-04 | EVT-081-080-30 | seller | buyer explicitly paused the evaluation", + "2026-10-09 | EVT-081-080-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-14 | EVT-081-080-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-19 | EVT-081-080-33 | buyer | renewal notice was acknowledged by procurement", + "2026-10-24 | EVT-081-080-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-12", + "authorized_system": "hubspot", + "authorized_record_id": "8008130015", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/081_sbp-081-01_11_exceptions.md b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/081_sbp-081-01_11_exceptions.md new file mode 100644 index 0000000000000000000000000000000000000000..93c14cf660218f3326a6ef5d1875503d9baf18c6 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/081_sbp-081-01_11_exceptions.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-01", + "account_name": "Alder Services", + "salesforce_account_id": "001SB081000000", + "salesforce_opportunity_id": "006SB081000000", + "hubspot_company_id": "8008110000", + "hubspot_deal_id": "8008120000", + "gong_evidence_id": "GE-081-01", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "11_exceptions", + "source_version": "v2.0", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Alder Services", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2261239, + "stage": "Technical Validation", + "close_date": "2026-11-19", + "owner": "Jon Bell", + "owner_role": "Commercial AE" + }, + "evidence": { + "signal": "champion requested a revised mutual action plan", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-081-01 supports champion requested a revised mutual action plan without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-13 | EVT-081-081-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-18 | EVT-081-081-2 | seller | security review remains seller-owned", + "2026-05-23 | EVT-081-081-3 | buyer | champion requested a revised mutual action plan", + "2026-05-28 | EVT-081-081-4 | seller | finance validation is complete but legal review is open", + "2026-06-02 | EVT-081-081-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-07 | EVT-081-081-6 | seller | implementation capacity moved to the following quarter", + "2026-06-12 | EVT-081-081-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-17 | EVT-081-081-8 | seller | renewal notice was acknowledged by procurement", + "2026-06-22 | EVT-081-081-9 | buyer | economic buyer confirmed procurement timing", + "2026-06-27 | EVT-081-081-10 | seller | security review remains seller-owned", + "2026-07-02 | EVT-081-081-11 | buyer | champion requested a revised mutual action plan", + "2026-07-07 | EVT-081-081-12 | seller | finance validation is complete but legal review is open", + "2026-07-12 | EVT-081-081-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-17 | EVT-081-081-14 | seller | implementation capacity moved to the following quarter", + "2026-07-22 | EVT-081-081-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-27 | EVT-081-081-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-01 | EVT-081-081-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-06 | EVT-081-081-18 | seller | security review remains seller-owned", + "2026-08-11 | EVT-081-081-19 | buyer | champion requested a revised mutual action plan", + "2026-08-16 | EVT-081-081-20 | seller | finance validation is complete but legal review is open", + "2026-08-21 | EVT-081-081-21 | buyer | buyer explicitly paused the evaluation", + "2026-08-26 | EVT-081-081-22 | seller | implementation capacity moved to the following quarter", + "2026-08-31 | EVT-081-081-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-05 | EVT-081-081-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-10 | EVT-081-081-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-15 | EVT-081-081-26 | seller | security review remains seller-owned", + "2026-09-20 | EVT-081-081-27 | buyer | champion requested a revised mutual action plan", + "2026-09-25 | EVT-081-081-28 | seller | finance validation is complete but legal review is open", + "2026-09-30 | EVT-081-081-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-05 | EVT-081-081-30 | seller | implementation capacity moved to the following quarter", + "2026-10-10 | EVT-081-081-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-15 | EVT-081-081-32 | seller | renewal notice was acknowledged by procurement", + "2026-10-20 | EVT-081-081-33 | buyer | economic buyer confirmed procurement timing", + "2026-10-25 | EVT-081-081-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-01", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000000", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-01 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "owner": "Jon Bell", + "deadline": "2026-09-03" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/082_sbp-081-02_11_exceptions.txt b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/082_sbp-081-02_11_exceptions.txt new file mode 100644 index 0000000000000000000000000000000000000000..0798db72f2e86f7e15b75e64be49ac29e7e3c4f4 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/082_sbp-081-02_11_exceptions.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-02", + "account_name": "Beacon Ventures", + "salesforce_account_id": "001SB081000001", + "salesforce_opportunity_id": "006SB081000001", + "hubspot_company_id": "8008110001", + "hubspot_deal_id": "8008120001", + "gong_evidence_id": "GE-081-02", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "11_exceptions", + "source_version": "v3.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Beacon Ventures", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2398352, + "stage": "Prospecting", + "close_date": "2026-11-26", + "owner": "Priya Raman", + "owner_role": "Strategic AE" + }, + "evidence": { + "signal": "finance validation is complete but legal review is open", + "risk_code": "identity_ambiguity", + "gong_summary": "Permitted Gong insight GE-081-02 supports finance validation is complete but legal review is open without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-14 | EVT-081-082-1 | buyer | security review remains seller-owned", + "2026-05-19 | EVT-081-082-2 | seller | champion requested a revised mutual action plan", + "2026-05-24 | EVT-081-082-3 | buyer | finance validation is complete but legal review is open", + "2026-05-29 | EVT-081-082-4 | seller | buyer explicitly paused the evaluation", + "2026-06-03 | EVT-081-082-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-08 | EVT-081-082-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-13 | EVT-081-082-7 | buyer | renewal notice was acknowledged by procurement", + "2026-06-18 | EVT-081-082-8 | seller | economic buyer confirmed procurement timing", + "2026-06-23 | EVT-081-082-9 | buyer | security review remains seller-owned", + "2026-06-28 | EVT-081-082-10 | seller | champion requested a revised mutual action plan", + "2026-07-03 | EVT-081-082-11 | buyer | finance validation is complete but legal review is open", + "2026-07-08 | EVT-081-082-12 | seller | buyer explicitly paused the evaluation", + "2026-07-13 | EVT-081-082-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-18 | EVT-081-082-14 | seller | competitive evaluation narrowed to two vendors", + "2026-07-23 | EVT-081-082-15 | buyer | renewal notice was acknowledged by procurement", + "2026-07-28 | EVT-081-082-16 | seller | economic buyer confirmed procurement timing", + "2026-08-02 | EVT-081-082-17 | buyer | security review remains seller-owned", + "2026-08-07 | EVT-081-082-18 | seller | champion requested a revised mutual action plan", + "2026-08-12 | EVT-081-082-19 | buyer | finance validation is complete but legal review is open", + "2026-08-17 | EVT-081-082-20 | seller | buyer explicitly paused the evaluation", + "2026-08-22 | EVT-081-082-21 | buyer | implementation capacity moved to the following quarter", + "2026-08-27 | EVT-081-082-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-01 | EVT-081-082-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-06 | EVT-081-082-24 | seller | economic buyer confirmed procurement timing", + "2026-09-11 | EVT-081-082-25 | buyer | security review remains seller-owned", + "2026-09-16 | EVT-081-082-26 | seller | champion requested a revised mutual action plan", + "2026-09-21 | EVT-081-082-27 | buyer | finance validation is complete but legal review is open", + "2026-09-26 | EVT-081-082-28 | seller | buyer explicitly paused the evaluation", + "2026-10-01 | EVT-081-082-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-06 | EVT-081-082-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-11 | EVT-081-082-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-16 | EVT-081-082-32 | seller | economic buyer confirmed procurement timing", + "2026-10-21 | EVT-081-082-33 | buyer | security review remains seller-owned", + "2026-10-26 | EVT-081-082-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-02", + "authorized_system": "hubspot", + "authorized_record_id": "8008130001", + "authorized_field": "sequence_status", + "current_value": "ACTIVE", + "required_value": "PAUSED_COMPLIANCE", + "reason": "SBP-081-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "owner": "Priya Raman", + "deadline": "2026-09-04" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/083_sbp-081-03_11_exceptions.json b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/083_sbp-081-03_11_exceptions.json new file mode 100644 index 0000000000000000000000000000000000000000..eb10ea314a6eeed5724d6e33dc04dc2a301d047d --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/083_sbp-081-03_11_exceptions.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 2535465, + "benchmark_company": "Umber DevSecOps", + "close_date": "2026-12-03", + "industry": "security software", + "owner": "Luis Ortega", + "owner_role": "Regional AE", + "portfolio_account": "Cobalt Enterprises", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "stage": "Technical Validation" + }, + "controls": { + "deletes_authorized": false, + "duplicate_mutations_allowed": false, + "gong_is_read_only": true, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false + }, + "decision": { + "authorized_field": "Status", + "authorized_record_id": "00vSB081000002", + "authorized_system": "salesforce", + "current_value": "Sent", + "deadline": "2026-09-05", + "decision_code": "CHG-081-03", + "eligible_for_requested_workflow": true, + "owner": "Luis Ortega", + "reason": "SBP-081-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "required_value": "Removed - Compliance" + }, + "evidence": { + "events": [ + "2026-05-15 | EVT-081-083-1 | buyer | champion requested a revised mutual action plan", + "2026-05-20 | EVT-081-083-2 | seller | finance validation is complete but legal review is open", + "2026-05-25 | EVT-081-083-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-30 | EVT-081-083-4 | seller | implementation capacity moved to the following quarter", + "2026-06-04 | EVT-081-083-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-09 | EVT-081-083-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-14 | EVT-081-083-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-19 | EVT-081-083-8 | seller | security review remains seller-owned", + "2026-06-24 | EVT-081-083-9 | buyer | champion requested a revised mutual action plan", + "2026-06-29 | EVT-081-083-10 | seller | finance validation is complete but legal review is open", + "2026-07-04 | EVT-081-083-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-09 | EVT-081-083-12 | seller | implementation capacity moved to the following quarter", + "2026-07-14 | EVT-081-083-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-19 | EVT-081-083-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-24 | EVT-081-083-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-29 | EVT-081-083-16 | seller | security review remains seller-owned", + "2026-08-03 | EVT-081-083-17 | buyer | champion requested a revised mutual action plan", + "2026-08-08 | EVT-081-083-18 | seller | finance validation is complete but legal review is open", + "2026-08-13 | EVT-081-083-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-18 | EVT-081-083-20 | seller | implementation capacity moved to the following quarter", + "2026-08-23 | EVT-081-083-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-28 | EVT-081-083-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-02 | EVT-081-083-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-07 | EVT-081-083-24 | seller | security review remains seller-owned", + "2026-09-12 | EVT-081-083-25 | buyer | champion requested a revised mutual action plan", + "2026-09-17 | EVT-081-083-26 | seller | finance validation is complete but legal review is open", + "2026-09-22 | EVT-081-083-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-27 | EVT-081-083-28 | seller | implementation capacity moved to the following quarter", + "2026-10-02 | EVT-081-083-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-07 | EVT-081-083-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-12 | EVT-081-083-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-17 | EVT-081-083-32 | seller | security review remains seller-owned", + "2026-10-22 | EVT-081-083-33 | buyer | champion requested a revised mutual action plan", + "2026-10-27 | EVT-081-083-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-081-03 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "risk_code": "commercial_terms", + "signal": "buyer explicitly paused the evaluation", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Cobalt Enterprises", + "as_of": "2026-08-31", + "classification": "synthetic-confidential", + "folder": "11_exceptions", + "gong_evidence_id": "GE-081-03", + "hubspot_company_id": "8008110002", + "hubspot_deal_id": "8008120002", + "period": "2026-Q3", + "portfolio_key": "SBP-081-03", + "salesforce_account_id": "001SB081000002", + "salesforce_opportunity_id": "006SB081000002", + "source_version": "v4.2", + "task_id": "sb100-081-umber-gdpr-sequence" + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/084_sbp-081-04_11_exceptions.csv b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/084_sbp-081-04_11_exceptions.csv new file mode 100644 index 0000000000000000000000000000000000000000..0c16fdbfeff9b4745ee5e5fbdd87b9cb8afb13be --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/084_sbp-081-04_11_exceptions.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-081-umber-gdpr-sequence""" +record_control,portfolio_key,"""SBP-081-04""" +record_control,account_name,"""Dovetail Cooperative""" +record_control,salesforce_account_id,"""001SB081000003""" +record_control,salesforce_opportunity_id,"""006SB081000003""" +record_control,hubspot_company_id,"""8008110003""" +record_control,hubspot_deal_id,"""8008120003""" +record_control,gong_evidence_id,"""GE-081-04""" +record_control,period,"""2026-Q3""" +record_control,as_of,"""2026-08-31""" +record_control,folder,"""11_exceptions""" +record_control,source_version,"""v1.3""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Umber DevSecOps""" +business_context,portfolio_account,"""Dovetail Cooperative""" +business_context,industry,"""security software""" +business_context,region,"""EMEA""" +business_context,requester,"""Revenue Compliance Manager""" +business_context,amount_usd,2672578 +business_context,stage,"""Prospecting""" +business_context,close_date,"""2026-12-10""" +business_context,owner,"""Amina Yusuf""" +business_context,owner_role,"""Account Director""" +evidence,signal,"""implementation capacity moved to the following quarter""" +evidence,risk_code,"""procurement_timing""" +evidence,gong_summary,"""Permitted Gong insight GE-081-04 supports implementation capacity moved to the following quarter without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-16 | EVT-081-084-1 | buyer | finance validation is complete but legal review is open"", ""2026-05-21 | EVT-081-084-2 | seller | buyer explicitly paused the evaluation"", ""2026-05-26 | EVT-081-084-3 | buyer | implementation capacity moved to the following quarter"", ""2026-05-31 | EVT-081-084-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-05 | EVT-081-084-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-10 | EVT-081-084-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-15 | EVT-081-084-7 | buyer | security review remains seller-owned"", ""2026-06-20 | EVT-081-084-8 | seller | champion requested a revised mutual action plan"", ""2026-06-25 | EVT-081-084-9 | buyer | finance validation is complete but legal review is open"", ""2026-06-30 | EVT-081-084-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-05 | EVT-081-084-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-10 | EVT-081-084-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-15 | EVT-081-084-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-07-20 | EVT-081-084-14 | seller | economic buyer confirmed procurement timing"", ""2026-07-25 | EVT-081-084-15 | buyer | security review remains seller-owned"", ""2026-07-30 | EVT-081-084-16 | seller | champion requested a revised mutual action plan"", ""2026-08-04 | EVT-081-084-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-09 | EVT-081-084-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-14 | EVT-081-084-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-19 | EVT-081-084-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-08-24 | EVT-081-084-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-29 | EVT-081-084-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-03 | EVT-081-084-23 | buyer | security review remains seller-owned"", ""2026-09-08 | EVT-081-084-24 | seller | champion requested a revised mutual action plan"", ""2026-09-13 | EVT-081-084-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-18 | EVT-081-084-26 | seller | buyer explicitly paused the evaluation"", ""2026-09-23 | EVT-081-084-27 | buyer | implementation capacity moved to the following quarter"", ""2026-09-28 | EVT-081-084-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-03 | EVT-081-084-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-08 | EVT-081-084-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-13 | EVT-081-084-31 | buyer | security review remains seller-owned"", ""2026-10-18 | EVT-081-084-32 | seller | champion requested a revised mutual action plan"", ""2026-10-23 | EVT-081-084-33 | buyer | finance validation is complete but legal review is open"", ""2026-10-28 | EVT-081-084-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-081-04""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8008130003""" +decision,authorized_field,"""sequence_status""" +decision,current_value,"""ACTIVE""" +decision,required_value,"""PAUSED_COMPLIANCE""" +decision,reason,"""SBP-081-04 qualifies for consent-safe sequence remediation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.""" +decision,owner,"""Amina Yusuf""" +decision,deadline,"""2026-09-06""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/085_sbp-081-05_11_exceptions.eml b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/085_sbp-081-05_11_exceptions.eml new file mode 100644 index 0000000000000000000000000000000000000000..a77d5259a2c54f1252cf1cb9d540832bbcf9fd82 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/085_sbp-081-05_11_exceptions.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-081-umber-gdpr-sequence.example +To: portfolio-review@sb100-081-umber-gdpr-sequence.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-081-05 / 11_exceptions +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-05", + "account_name": "Evergreen Platform", + "salesforce_account_id": "001SB081000004", + "salesforce_opportunity_id": "006SB081000004", + "hubspot_company_id": "8008110004", + "hubspot_deal_id": "8008120004", + "gong_evidence_id": "GE-081-05", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "11_exceptions", + "source_version": "v2.4", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Evergreen Platform", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 2809691, + "stage": "Technical Validation", + "close_date": "2026-08-31", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "consent_conflict", + "gong_summary": "Permitted Gong insight GE-081-05 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-17 | EVT-081-085-1 | buyer | buyer explicitly paused the evaluation", + "2026-05-22 | EVT-081-085-2 | seller | implementation capacity moved to the following quarter", + "2026-05-27 | EVT-081-085-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-01 | EVT-081-085-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-06 | EVT-081-085-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-11 | EVT-081-085-6 | seller | security review remains seller-owned", + "2026-06-16 | EVT-081-085-7 | buyer | champion requested a revised mutual action plan", + "2026-06-21 | EVT-081-085-8 | seller | finance validation is complete but legal review is open", + "2026-06-26 | EVT-081-085-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-01 | EVT-081-085-10 | seller | implementation capacity moved to the following quarter", + "2026-07-06 | EVT-081-085-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-11 | EVT-081-085-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-16 | EVT-081-085-13 | buyer | economic buyer confirmed procurement timing", + "2026-07-21 | EVT-081-085-14 | seller | security review remains seller-owned", + "2026-07-26 | EVT-081-085-15 | buyer | champion requested a revised mutual action plan", + "2026-07-31 | EVT-081-085-16 | seller | finance validation is complete but legal review is open", + "2026-08-05 | EVT-081-085-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-10 | EVT-081-085-18 | seller | implementation capacity moved to the following quarter", + "2026-08-15 | EVT-081-085-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-20 | EVT-081-085-20 | seller | renewal notice was acknowledged by procurement", + "2026-08-25 | EVT-081-085-21 | buyer | economic buyer confirmed procurement timing", + "2026-08-30 | EVT-081-085-22 | seller | security review remains seller-owned", + "2026-09-04 | EVT-081-085-23 | buyer | champion requested a revised mutual action plan", + "2026-09-09 | EVT-081-085-24 | seller | finance validation is complete but legal review is open", + "2026-09-14 | EVT-081-085-25 | buyer | buyer explicitly paused the evaluation", + "2026-09-19 | EVT-081-085-26 | seller | implementation capacity moved to the following quarter", + "2026-09-24 | EVT-081-085-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-29 | EVT-081-085-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-04 | EVT-081-085-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-09 | EVT-081-085-30 | seller | security review remains seller-owned", + "2026-10-14 | EVT-081-085-31 | buyer | champion requested a revised mutual action plan", + "2026-10-19 | EVT-081-085-32 | seller | finance validation is complete but legal review is open", + "2026-10-24 | EVT-081-085-33 | buyer | buyer explicitly paused the evaluation", + "2026-10-29 | EVT-081-085-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-05", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000004", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "owner": "Theo Martin", + "deadline": "2026-09-07" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/086_sbp-081-06_11_exceptions.xml b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/086_sbp-081-06_11_exceptions.xml new file mode 100644 index 0000000000000000000000000000000000000000..c3688fc40efae9c13510897b88f5ac0b9098a57d --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/086_sbp-081-06_11_exceptions.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+
diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/087_sbp-081-07_11_exceptions.html b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/087_sbp-081-07_11_exceptions.html new file mode 100644 index 0000000000000000000000000000000000000000..44e8823f1d562e0b16ce7888d63139a3fc47cd87 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/087_sbp-081-07_11_exceptions.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-081-umber-gdpr-sequence",
+    "portfolio_key": "SBP-081-07",
+    "account_name": "Granite Group",
+    "salesforce_account_id": "001SB081000006",
+    "salesforce_opportunity_id": "006SB081000006",
+    "hubspot_company_id": "8008110006",
+    "hubspot_deal_id": "8008120006",
+    "gong_evidence_id": "GE-081-07",
+    "period": "2026-Q3",
+    "as_of": "2026-08-31",
+    "folder": "11_exceptions",
+    "source_version": "v4.6",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Umber DevSecOps",
+    "portfolio_account": "Granite Group",
+    "industry": "security software",
+    "region": "EMEA",
+    "requester": "Revenue Compliance Manager",
+    "amount_usd": 3083917,
+    "stage": "Technical Validation",
+    "close_date": "2026-09-14",
+    "owner": "Elena Rossi",
+    "owner_role": "SDR Manager"
+  },
+  "evidence": {
+    "signal": "economic buyer confirmed procurement timing",
+    "risk_code": "stage_evidence_gap",
+    "gong_summary": "Permitted Gong insight GE-081-07 supports economic buyer confirmed procurement timing without exposing raw or private transcript content.",
+    "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-19 | EVT-081-087-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-05-24 | EVT-081-087-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-05-29 | EVT-081-087-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-03 | EVT-081-087-4 | seller | security review remains seller-owned",
+      "2026-06-08 | EVT-081-087-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-13 | EVT-081-087-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-18 | EVT-081-087-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-06-23 | EVT-081-087-8 | seller | implementation capacity moved to the following quarter",
+      "2026-06-28 | EVT-081-087-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-03 | EVT-081-087-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-08 | EVT-081-087-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-13 | EVT-081-087-12 | seller | security review remains seller-owned",
+      "2026-07-18 | EVT-081-087-13 | buyer | champion requested a revised mutual action plan",
+      "2026-07-23 | EVT-081-087-14 | seller | finance validation is complete but legal review is open",
+      "2026-07-28 | EVT-081-087-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-02 | EVT-081-087-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-07 | EVT-081-087-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-12 | EVT-081-087-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-17 | EVT-081-087-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-08-22 | EVT-081-087-20 | seller | security review remains seller-owned",
+      "2026-08-27 | EVT-081-087-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-01 | EVT-081-087-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-06 | EVT-081-087-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-11 | EVT-081-087-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-16 | EVT-081-087-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-09-21 | EVT-081-087-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-09-26 | EVT-081-087-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-01 | EVT-081-087-28 | seller | security review remains seller-owned",
+      "2026-10-06 | EVT-081-087-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-11 | EVT-081-087-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-16 | EVT-081-087-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-10-21 | EVT-081-087-32 | seller | implementation capacity moved to the following quarter",
+      "2026-10-26 | EVT-081-087-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-31 | EVT-081-087-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": false,
+    "decision_code": "HOLD-081-07",
+    "authorized_system": "none",
+    "authorized_record_id": "none",
+    "authorized_field": "none",
+    "current_value": "unchanged",
+    "required_value": "unchanged",
+    "reason": "SBP-081-07 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.",
+    "owner": "Elena Rossi",
+    "deadline": "2026-09-03"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
diff --git a/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/088_sbp-081-08_11_exceptions.md b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/088_sbp-081-08_11_exceptions.md new file mode 100644 index 0000000000000000000000000000000000000000..007eb5ed5be3d8c1f8e95d87e72fe84d37ca2ba4 --- /dev/null +++ b/task_files/sb100-081-umber-gdpr-sequence/11_exceptions/088_sbp-081-08_11_exceptions.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-081-umber-gdpr-sequence", + "portfolio_key": "SBP-081-08", + "account_name": "Harbor Holdings", + "salesforce_account_id": "001SB081000007", + "salesforce_opportunity_id": "006SB081000007", + "hubspot_company_id": "8008110007", + "hubspot_deal_id": "8008120007", + "gong_evidence_id": "GE-081-08", + "period": "2026-Q3", + "as_of": "2026-08-31", + "folder": "11_exceptions", + "source_version": "v1.7", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Umber DevSecOps", + "portfolio_account": "Harbor Holdings", + "industry": "security software", + "region": "EMEA", + "requester": "Revenue Compliance Manager", + "amount_usd": 3221030, + "stage": "Prospecting", + "close_date": "2026-09-21", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "support_recovery", + "gong_summary": "Permitted Gong insight GE-081-08 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For sequence-compliance, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-20 | EVT-081-088-1 | buyer | renewal notice was acknowledged by procurement", + "2026-05-25 | EVT-081-088-2 | seller | economic buyer confirmed procurement timing", + "2026-05-30 | EVT-081-088-3 | buyer | security review remains seller-owned", + "2026-06-04 | EVT-081-088-4 | seller | champion requested a revised mutual action plan", + "2026-06-09 | EVT-081-088-5 | buyer | finance validation is complete but legal review is open", + "2026-06-14 | EVT-081-088-6 | seller | buyer explicitly paused the evaluation", + "2026-06-19 | EVT-081-088-7 | buyer | implementation capacity moved to the following quarter", + "2026-06-24 | EVT-081-088-8 | seller | competitive evaluation narrowed to two vendors", + "2026-06-29 | EVT-081-088-9 | buyer | renewal notice was acknowledged by procurement", + "2026-07-04 | EVT-081-088-10 | seller | economic buyer confirmed procurement timing", + "2026-07-09 | EVT-081-088-11 | buyer | security review remains seller-owned", + "2026-07-14 | EVT-081-088-12 | seller | champion requested a revised mutual action plan", + "2026-07-19 | EVT-081-088-13 | buyer | finance validation is complete but legal review is open", + "2026-07-24 | EVT-081-088-14 | seller | buyer explicitly paused the evaluation", + "2026-07-29 | EVT-081-088-15 | buyer | implementation capacity moved to the following quarter", + "2026-08-03 | EVT-081-088-16 | seller | competitive evaluation narrowed to two vendors", + "2026-08-08 | EVT-081-088-17 | buyer | renewal notice was acknowledged by procurement", + "2026-08-13 | EVT-081-088-18 | seller | economic buyer confirmed procurement timing", + "2026-08-18 | EVT-081-088-19 | buyer | security review remains seller-owned", + "2026-08-23 | EVT-081-088-20 | seller | champion requested a revised mutual action plan", + "2026-08-28 | EVT-081-088-21 | buyer | finance validation is complete but legal review is open", + "2026-09-02 | EVT-081-088-22 | seller | buyer explicitly paused the evaluation", + "2026-09-07 | EVT-081-088-23 | buyer | implementation capacity moved to the following quarter", + "2026-09-12 | EVT-081-088-24 | seller | competitive evaluation narrowed to two vendors", + "2026-09-17 | EVT-081-088-25 | buyer | renewal notice was acknowledged by procurement", + "2026-09-22 | EVT-081-088-26 | seller | economic buyer confirmed procurement timing", + "2026-09-27 | EVT-081-088-27 | buyer | security review remains seller-owned", + "2026-10-02 | EVT-081-088-28 | seller | champion requested a revised mutual action plan", + "2026-10-07 | EVT-081-088-29 | buyer | finance validation is complete but legal review is open", + "2026-10-12 | EVT-081-088-30 | seller | buyer explicitly paused the evaluation", + "2026-10-17 | EVT-081-088-31 | buyer | implementation capacity moved to the following quarter", + "2026-10-22 | EVT-081-088-32 | seller | competitive evaluation narrowed to two vendors", + "2026-10-27 | EVT-081-088-33 | buyer | renewal notice was acknowledged by procurement", + "2026-11-01 | EVT-081-088-34 | seller | economic buyer confirmed procurement timing" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-081-07", + "authorized_system": "salesforce", + "authorized_record_id": "00vSB081000007", + "authorized_field": "Status", + "current_value": "Sent", + "required_value": "Removed - Compliance", + "reason": "SBP-081-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-04" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/026_sbp-100-10_04_field_mapping.txt b/task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/026_sbp-100-10_04_field_mapping.txt new file mode 100644 index 0000000000000000000000000000000000000000..ff29d15e90965b438ff617b9e2117551320c8900 --- /dev/null +++ b/task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/026_sbp-100-10_04_field_mapping.txt @@ -0,0 +1,94 @@ +Sales evidence record + +{ + "record_control": { + "task_id": "sb100-100-pebble-rollback-readiness", + "portfolio_key": "SBP-100-10", + "account_name": "Juniper Industries", + "salesforce_account_id": "001SB100000009", + "salesforce_opportunity_id": "006SB100000009", + "hubspot_company_id": "8010010009", + "hubspot_deal_id": "8010020009", + "gong_evidence_id": "GE-100-10", + "period": "2026-Q4", + "as_of": "2026-08-31", + "folder": "04_field_mapping", + "source_version": "v3.8", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Pebble Education Cloud", + "portfolio_account": "Juniper Industries", + "industry": "education software", + "region": "Global", + "requester": "Business Systems VP", + "amount_usd": 385917, + "stage": "Qualification", + "close_date": "2026-10-24", + "owner": "Theo Martin", + "owner_role": "Channel Manager" + }, + "evidence": { + "signal": "security review remains seller-owned", + "risk_code": "security_review", + "gong_summary": "Permitted Gong insight GE-100-10 supports security review remains seller-owned without exposing raw or private transcript content.", + "source_of_truth": "For cutover-audit, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-27 | EVT-100-026-1 | buyer | security review remains seller-owned", + "2026-06-01 | EVT-100-026-2 | seller | champion requested a revised mutual action plan", + "2026-06-06 | EVT-100-026-3 | buyer | finance validation is complete but legal review is open", + "2026-06-11 | EVT-100-026-4 | seller | buyer explicitly paused the evaluation", + "2026-06-16 | EVT-100-026-5 | buyer | implementation capacity moved to the following quarter", + "2026-06-21 | EVT-100-026-6 | seller | competitive evaluation narrowed to two vendors", + "2026-06-26 | EVT-100-026-7 | buyer | renewal notice was acknowledged by procurement", + "2026-07-01 | EVT-100-026-8 | seller | economic buyer confirmed procurement timing", + "2026-07-06 | EVT-100-026-9 | buyer | security review remains seller-owned", + "2026-07-11 | EVT-100-026-10 | seller | champion requested a revised mutual action plan", + "2026-07-16 | EVT-100-026-11 | buyer | finance validation is complete but legal review is open", + "2026-07-21 | EVT-100-026-12 | seller | buyer explicitly paused the evaluation", + "2026-07-26 | EVT-100-026-13 | buyer | implementation capacity moved to the following quarter", + "2026-07-31 | EVT-100-026-14 | seller | competitive evaluation narrowed to two vendors", + "2026-08-05 | EVT-100-026-15 | buyer | renewal notice was acknowledged by procurement", + "2026-08-10 | EVT-100-026-16 | seller | economic buyer confirmed procurement timing", + "2026-08-15 | EVT-100-026-17 | buyer | security review remains seller-owned", + "2026-08-20 | EVT-100-026-18 | seller | champion requested a revised mutual action plan", + "2026-08-25 | EVT-100-026-19 | buyer | finance validation is complete but legal review is open", + "2026-08-30 | EVT-100-026-20 | seller | buyer explicitly paused the evaluation", + "2026-09-04 | EVT-100-026-21 | buyer | implementation capacity moved to the following quarter", + "2026-09-09 | EVT-100-026-22 | seller | competitive evaluation narrowed to two vendors", + "2026-09-14 | EVT-100-026-23 | buyer | renewal notice was acknowledged by procurement", + "2026-09-19 | EVT-100-026-24 | seller | economic buyer confirmed procurement timing", + "2026-09-24 | EVT-100-026-25 | buyer | security review remains seller-owned", + "2026-09-29 | EVT-100-026-26 | seller | champion requested a revised mutual action plan", + "2026-10-04 | EVT-100-026-27 | buyer | finance validation is complete but legal review is open", + "2026-10-09 | EVT-100-026-28 | seller | buyer explicitly paused the evaluation", + "2026-10-14 | EVT-100-026-29 | buyer | implementation capacity moved to the following quarter", + "2026-10-19 | EVT-100-026-30 | seller | competitive evaluation narrowed to two vendors", + "2026-10-24 | EVT-100-026-31 | buyer | renewal notice was acknowledged by procurement", + "2026-10-29 | EVT-100-026-32 | seller | economic buyer confirmed procurement timing", + "2026-11-03 | EVT-100-026-33 | buyer | security review remains seller-owned", + "2026-11-08 | EVT-100-026-34 | seller | champion requested a revised mutual action plan" + ] + }, + "decision": { + "eligible_for_requested_workflow": false, + "decision_code": "HOLD-100-10", + "authorized_system": "none", + "authorized_record_id": "none", + "authorized_field": "none", + "current_value": "unchanged", + "required_value": "unchanged", + "reason": "SBP-100-10 is a control record. Evidence does not authorize a mutation; retain current state and include it only in coverage counts.", + "owner": "Theo Martin", + "deadline": "2026-09-06" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/029_sbp-100-13_04_field_mapping.eml b/task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/029_sbp-100-13_04_field_mapping.eml new file mode 100644 index 0000000000000000000000000000000000000000..d6f03f0c6933e44ae7928fd1c08ea17522cd5e1c --- /dev/null +++ b/task_files/sb100-100-pebble-rollback-readiness/04_field_mapping/029_sbp-100-13_04_field_mapping.eml @@ -0,0 +1,97 @@ +From: revenue-operations@sb100-100-pebble-rollback-readiness.example +To: portfolio-review@sb100-100-pebble-rollback-readiness.example +Date: Wed, 26 Aug 2026 12:00:00 -0700 +Subject: Evidence register SBP-100-13 / 04_field_mapping +MIME-Version: 1.0 +Content-Type: text/plain; charset=UTF-8 + +{ + "record_control": { + "task_id": "sb100-100-pebble-rollback-readiness", + "portfolio_key": "SBP-100-13", + "account_name": "Meridian Technologies", + "salesforce_account_id": "001SB100000012", + "salesforce_opportunity_id": "006SB100000012", + "hubspot_company_id": "8010010012", + "hubspot_deal_id": "8010020012", + "gong_evidence_id": "GE-100-13", + "period": "2026-Q4", + "as_of": "2026-08-31", + "folder": "04_field_mapping", + "source_version": "v2.2", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Pebble Education Cloud", + "portfolio_account": "Meridian Technologies", + "industry": "education software", + "region": "Global", + "requester": "Business Systems VP", + "amount_usd": 797256, + "stage": "Proposal", + "close_date": "2026-11-14", + "owner": "Maya Chen", + "owner_role": "Enterprise AE" + }, + "evidence": { + "signal": "buyer explicitly paused the evaluation", + "risk_code": "procurement_timing", + "gong_summary": "Permitted Gong insight GE-100-13 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.", + "source_of_truth": "For cutover-audit, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-30 | EVT-100-029-1 | buyer | buyer explicitly paused the evaluation", + "2026-06-04 | EVT-100-029-2 | seller | implementation capacity moved to the following quarter", + "2026-06-09 | EVT-100-029-3 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-14 | EVT-100-029-4 | seller | renewal notice was acknowledged by procurement", + "2026-06-19 | EVT-100-029-5 | buyer | economic buyer confirmed procurement timing", + "2026-06-24 | EVT-100-029-6 | seller | security review remains seller-owned", + "2026-06-29 | EVT-100-029-7 | buyer | champion requested a revised mutual action plan", + "2026-07-04 | EVT-100-029-8 | seller | finance validation is complete but legal review is open", + "2026-07-09 | EVT-100-029-9 | buyer | buyer explicitly paused the evaluation", + "2026-07-14 | EVT-100-029-10 | seller | implementation capacity moved to the following quarter", + "2026-07-19 | EVT-100-029-11 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-24 | EVT-100-029-12 | seller | renewal notice was acknowledged by procurement", + "2026-07-29 | EVT-100-029-13 | buyer | economic buyer confirmed procurement timing", + "2026-08-03 | EVT-100-029-14 | seller | security review remains seller-owned", + "2026-08-08 | EVT-100-029-15 | buyer | champion requested a revised mutual action plan", + "2026-08-13 | EVT-100-029-16 | seller | finance validation is complete but legal review is open", + "2026-08-18 | EVT-100-029-17 | buyer | buyer explicitly paused the evaluation", + "2026-08-23 | EVT-100-029-18 | seller | implementation capacity moved to the following quarter", + "2026-08-28 | EVT-100-029-19 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-02 | EVT-100-029-20 | seller | renewal notice was acknowledged by procurement", + "2026-09-07 | EVT-100-029-21 | buyer | economic buyer confirmed procurement timing", + "2026-09-12 | EVT-100-029-22 | seller | security review remains seller-owned", + "2026-09-17 | EVT-100-029-23 | buyer | champion requested a revised mutual action plan", + "2026-09-22 | EVT-100-029-24 | seller | finance validation is complete but legal review is open", + "2026-09-27 | EVT-100-029-25 | buyer | buyer explicitly paused the evaluation", + "2026-10-02 | EVT-100-029-26 | seller | implementation capacity moved to the following quarter", + "2026-10-07 | EVT-100-029-27 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-12 | EVT-100-029-28 | seller | renewal notice was acknowledged by procurement", + "2026-10-17 | EVT-100-029-29 | buyer | economic buyer confirmed procurement timing", + "2026-10-22 | EVT-100-029-30 | seller | security review remains seller-owned", + "2026-10-27 | EVT-100-029-31 | buyer | champion requested a revised mutual action plan", + "2026-11-01 | EVT-100-029-32 | seller | finance validation is complete but legal review is open", + "2026-11-06 | EVT-100-029-33 | buyer | buyer explicitly paused the evaluation", + "2026-11-11 | EVT-100-029-34 | seller | implementation capacity moved to the following quarter" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-100-09", + "authorized_system": "salesforce", + "authorized_record_id": "006SB100000012", + "authorized_field": "HubSpot_Deal_ID__c", + "current_value": "", + "required_value": "8010020012", + "reason": "SBP-100-13 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.", + "owner": "Maya Chen", + "deadline": "2026-09-03" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +}