diff --git a/contracts/filesystem-tools.json b/contracts/filesystem-tools.json new file mode 100644 index 0000000000000000000000000000000000000000..4d17bf6bb7675b4cdab0a4e43f3fcfe4191e27bc --- /dev/null +++ b/contracts/filesystem-tools.json @@ -0,0 +1,219 @@ +{ + "tools": [ + { + "annotations": { + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Read the complete contents of one allowed file as text.", + "inputSchema": { + "properties": { + "head": { + "type": "number" + }, + "path": { + "type": "string" + }, + "tail": { + "type": "number" + } + }, + "required": [ + "path" + ], + "type": "object" + }, + "name": "read_text_file", + "outputSchema": { + "additionalProperties": false, + "properties": { + "content": { + "type": "string" + } + }, + "required": [ + "content" + ], + "type": "object" + }, + "title": "Read Text File" + }, + { + "annotations": { + "destructiveHint": true, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Create or completely overwrite an allowed text file.", + "inputSchema": { + "properties": { + "content": { + "type": "string" + }, + "path": { + "type": "string" + } + }, + "required": [ + "path", + "content" + ], + "type": "object" + }, + "name": "write_file", + "outputSchema": { + "additionalProperties": false, + "properties": { + "content": { + "type": "string" + } + }, + "required": [ + "content" + ], + "type": "object" + }, + "title": "Write File" + }, + { + "annotations": { + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return the recursive JSON tree under an allowed directory.", + "inputSchema": { + "properties": { + "excludePatterns": { + "default": [], + "items": { + "type": "string" + }, + "type": "array" + }, + "path": { + "type": "string" + } + }, + "required": [ + "path" + ], + "type": "object" + }, + "name": "directory_tree", + "outputSchema": { + "additionalProperties": false, + "properties": { + "content": { + "type": "string" + } + }, + "required": [ + "content" + ], + "type": "object" + }, + "title": "Directory Tree" + }, + { + "annotations": { + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Recursively search allowed paths with a glob-style pattern.", + "inputSchema": { + "properties": { + "excludePatterns": { + "default": [], + "items": { + "type": "string" + }, + "type": "array" + }, + "path": { + "type": "string" + }, + "pattern": { + "type": "string" + } + }, + "required": [ + "path", + "pattern" + ], + "type": "object" + }, + "name": "search_files", + "outputSchema": { + "additionalProperties": false, + "properties": { + "content": { + "type": "string" + } + }, + "required": [ + "content" + ], + "type": "object" + }, + "title": "Search Files" + }, + { + "annotations": { + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return size, timestamps, type, and permissions for an allowed path.", + "inputSchema": { + "properties": { + "path": { + "type": "string" + } + }, + "required": [ + "path" + ], + "type": "object" + }, + "name": "get_file_info", + "outputSchema": { + "additionalProperties": false, + "properties": { + "content": { + "type": "string" + } + }, + "required": [ + "content" + ], + "type": "object" + }, + "title": "Get File Info" + }, + { + "annotations": { + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return the filesystem roots available to this server.", + "inputSchema": { + "properties": {}, + "type": "object" + }, + "name": "list_allowed_directories", + "outputSchema": { + "additionalProperties": false, + "properties": { + "content": { + "type": "string" + } + }, + "required": [ + "content" + ], + "type": "object" + }, + "title": "List Allowed Directories" + } + ] +} diff --git a/contracts/gong-tools.json b/contracts/gong-tools.json new file mode 100644 index 0000000000000000000000000000000000000000..3c6a03d5ae69d9890b5285f8a4bb903a81f43eaa --- /dev/null +++ b/contracts/gong-tools.json @@ -0,0 +1,128 @@ +{ + "tools": [ + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Answer a targeted question about one CRM account from permitted Gong activity.", + "inputSchema": { + "properties": { + "crmAccountId": { + "type": "string" + }, + "question": { + "type": "string" + }, + "timePeriod": { + "default": "THIS_MONTH", + "enum": [ + "THIS_WEEK", + "THIS_MONTH", + "THIS_QUARTER", + "THIS_YEAR" + ], + "type": "string" + }, + "workspaceId": { + "type": "string" + } + }, + "required": [ + "crmAccountId", + "question" + ], + "type": "object" + }, + "name": "ask_account" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Answer a targeted question about one CRM deal from permitted Gong activity.", + "inputSchema": { + "properties": { + "crmDealId": { + "type": "string" + }, + "question": { + "type": "string" + }, + "timePeriod": { + "default": "THIS_MONTH", + "enum": [ + "THIS_WEEK", + "THIS_MONTH", + "THIS_QUARTER", + "THIS_YEAR" + ], + "type": "string" + }, + "workspaceId": { + "type": "string" + } + }, + "required": [ + "crmDealId", + "question" + ], + "type": "object" + }, + "name": "ask_deal" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Generate a structured Gong brief for one CRM account, deal, contact, or lead.", + "inputSchema": { + "properties": { + "briefName": { + "type": "string" + }, + "crmEntityId": { + "type": "string" + }, + "crmEntityType": { + "enum": [ + "ACCOUNT", + "DEAL", + "CONTACT", + "LEAD" + ], + "type": "string" + }, + "timePeriod": { + "default": "THIS_MONTH", + "enum": [ + "THIS_WEEK", + "THIS_MONTH", + "THIS_QUARTER", + "THIS_YEAR" + ], + "type": "string" + }, + "workspaceId": { + "type": "string" + } + }, + "required": [ + "briefName", + "crmEntityType", + "crmEntityId" + ], + "type": "object" + }, + "name": "generate_brief" + } + ] +} diff --git a/contracts/hubspot-tools.json b/contracts/hubspot-tools.json new file mode 100644 index 0000000000000000000000000000000000000000..b0357bb3999a311dcdf5ba617f9b7d7295ed24c7 --- /dev/null +++ b/contracts/hubspot-tools.json @@ -0,0 +1,520 @@ +{ + "tools": [ + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "List HubSpot CRM records of a given type with paging.", + "inputSchema": { + "properties": { + "after": { + "type": "string" + }, + "archived": { + "default": false, + "type": "boolean" + }, + "associations": { + "items": { + "type": "string" + }, + "type": "array" + }, + "limit": { + "default": 50, + "type": "integer" + }, + "object_type": { + "type": "string" + }, + "properties": { + "items": { + "type": "string" + }, + "type": "array" + } + }, + "required": [ + "object_type" + ], + "type": "object" + }, + "name": "hubspot_list_objects" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Fetch one HubSpot CRM record by ID or unique property.", + "inputSchema": { + "properties": { + "archived": { + "default": false, + "type": "boolean" + }, + "associations": { + "items": { + "type": "string" + }, + "type": "array" + }, + "id_property": { + "type": "string" + }, + "object_id": { + "type": "string" + }, + "object_type": { + "type": "string" + }, + "properties": { + "items": { + "type": "string" + }, + "type": "array" + } + }, + "required": [ + "object_type", + "object_id" + ], + "type": "object" + }, + "name": "hubspot_get_object" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Search HubSpot CRM records with text and filter groups.", + "inputSchema": { + "properties": { + "after": { + "type": "string" + }, + "filter_groups": { + "items": { + "additionalProperties": true, + "type": "object" + }, + "type": "array" + }, + "limit": { + "default": 25, + "type": "integer" + }, + "object_type": { + "type": "string" + }, + "properties": { + "items": { + "type": "string" + }, + "type": "array" + }, + "query": { + "type": "string" + }, + "sorts": { + "items": { + "additionalProperties": true, + "type": "object" + }, + "type": "array" + } + }, + "required": [ + "object_type" + ], + "type": "object" + }, + "name": "hubspot_search_objects" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Read up to 100 HubSpot records by ID or unique property.", + "inputSchema": { + "properties": { + "id_property": { + "type": "string" + }, + "ids": { + "items": { + "type": "string" + }, + "type": "array" + }, + "object_type": { + "type": "string" + }, + "properties": { + "items": { + "type": "string" + }, + "type": "array" + } + }, + "required": [ + "object_type", + "ids" + ], + "type": "object" + }, + "name": "hubspot_batch_read_objects" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Create a HubSpot CRM record.", + "inputSchema": { + "properties": { + "associations": { + "items": { + "additionalProperties": true, + "type": "object" + }, + "type": "array" + }, + "object_type": { + "type": "string" + }, + "properties": { + "additionalProperties": true, + "type": "object" + } + }, + "required": [ + "object_type", + "properties" + ], + "type": "object" + }, + "name": "hubspot_create_object" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Update properties on a HubSpot CRM record.", + "inputSchema": { + "properties": { + "id_property": { + "type": "string" + }, + "object_id": { + "type": "string" + }, + "object_type": { + "type": "string" + }, + "properties": { + "additionalProperties": true, + "type": "object" + } + }, + "required": [ + "object_type", + "object_id", + "properties" + ], + "type": "object" + }, + "name": "hubspot_update_object" + }, + { + "annotations": { + "destructiveHint": true, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Archive a HubSpot CRM record.", + "inputSchema": { + "properties": { + "object_id": { + "type": "string" + }, + "object_type": { + "type": "string" + } + }, + "required": [ + "object_type", + "object_id" + ], + "type": "object" + }, + "name": "hubspot_delete_object" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "List HubSpot records associated with a source record.", + "inputSchema": { + "properties": { + "after": { + "type": "string" + }, + "limit": { + "default": 100, + "type": "integer" + }, + "object_id": { + "type": "string" + }, + "object_type": { + "type": "string" + }, + "to_object_type": { + "type": "string" + } + }, + "required": [ + "object_type", + "object_id", + "to_object_type" + ], + "type": "object" + }, + "name": "hubspot_list_associations" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Create the default association between two HubSpot records.", + "inputSchema": { + "properties": { + "from_object_id": { + "type": "string" + }, + "from_object_type": { + "type": "string" + }, + "to_object_id": { + "type": "string" + }, + "to_object_type": { + "type": "string" + } + }, + "required": [ + "from_object_type", + "from_object_id", + "to_object_type", + "to_object_id" + ], + "type": "object" + }, + "name": "hubspot_associate_default" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "List HubSpot owners with paging and archived filtering.", + "inputSchema": { + "properties": { + "after": { + "type": "string" + }, + "archived": { + "type": "boolean" + }, + "limit": { + "type": "integer" + } + }, + "type": "object" + }, + "name": "hubspot_list_owners" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "List HubSpot pipelines for an object type.", + "inputSchema": { + "properties": { + "object_type": { + "type": "string" + } + }, + "required": [ + "object_type" + ], + "type": "object" + }, + "name": "hubspot_list_pipelines" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Create a HubSpot note and optionally associate it to CRM records.", + "inputSchema": { + "properties": { + "associations": { + "items": { + "properties": { + "to_object_id": { + "type": "string" + }, + "to_object_type": { + "type": "string" + } + }, + "required": [ + "to_object_type", + "to_object_id" + ], + "type": "object" + }, + "type": "array" + }, + "body": { + "type": "string" + }, + "owner_id": { + "type": "string" + }, + "timestamp": { + "type": "string" + } + }, + "required": [ + "body" + ], + "type": "object" + }, + "name": "hubspot_create_note" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Create a HubSpot task and optionally associate it to CRM records.", + "inputSchema": { + "properties": { + "associations": { + "items": { + "properties": { + "to_object_id": { + "type": "string" + }, + "to_object_type": { + "type": "string" + } + }, + "required": [ + "to_object_type", + "to_object_id" + ], + "type": "object" + }, + "type": "array" + }, + "body": { + "type": "string" + }, + "due_date": { + "type": "string" + }, + "owner_id": { + "type": "string" + }, + "priority": { + "type": "string" + }, + "status": { + "default": "NOT_STARTED", + "type": "string" + }, + "subject": { + "type": "string" + } + }, + "required": [ + "subject" + ], + "type": "object" + }, + "name": "hubspot_create_task" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return portal, time zone, currency, and hosting-region details.", + "inputSchema": { + "properties": {}, + "type": "object" + }, + "name": "hubspot_get_account_details" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return the full schema for a HubSpot object type.", + "inputSchema": { + "properties": { + "object_type": { + "type": "string" + } + }, + "required": [ + "object_type" + ], + "type": "object" + }, + "name": "hubspot_get_object_schema" + } + ] +} diff --git a/contracts/salesforce-tools.json b/contracts/salesforce-tools.json new file mode 100644 index 0000000000000000000000000000000000000000..78faaec5fd4e0818ae36f41feb655127d04346b8 --- /dev/null +++ b/contracts/salesforce-tools.json @@ -0,0 +1,272 @@ +{ + "tools": [ + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return a compact Salesforce object index or field-level schema.", + "inputSchema": { + "properties": { + "object-name": { + "type": "string" + } + }, + "type": "object" + }, + "name": "getObjectSchema" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Execute a SOQL query and return the requested Salesforce records.", + "inputSchema": { + "properties": { + "query": { + "type": "string" + } + }, + "required": [ + "query" + ], + "type": "object" + }, + "name": "soqlQuery" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Execute a SOSL search across Salesforce objects.", + "inputSchema": { + "properties": { + "search": { + "type": "string" + } + }, + "required": [ + "search" + ], + "type": "object" + }, + "name": "find" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return the authenticated Salesforce user's identity and context.", + "inputSchema": { + "properties": {}, + "type": "object" + }, + "name": "getUserInfo" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Return recently viewed records of one Salesforce object type.", + "inputSchema": { + "properties": { + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name" + ], + "type": "object" + }, + "name": "listRecentSobjectRecords" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": true, + "openWorldHint": false, + "readOnlyHint": true + }, + "description": "Traverse a Salesforce relationship and return related records.", + "inputSchema": { + "properties": { + "id": { + "type": "string" + }, + "relationship-path": { + "type": "string" + }, + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name", + "id", + "relationship-path" + ], + "type": "object" + }, + "name": "getRelatedRecords" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Create a Salesforce record and return its ID and success indicator.", + "inputSchema": { + "properties": { + "body": { + "additionalProperties": true, + "type": "object" + }, + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name", + "body" + ], + "type": "object" + }, + "name": "createSobjectRecord" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Update fields on a Salesforce record by ID.", + "inputSchema": { + "properties": { + "body": { + "additionalProperties": true, + "type": "object" + }, + "id": { + "type": "string" + }, + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name", + "id", + "body" + ], + "type": "object" + }, + "name": "updateSobjectRecord" + }, + { + "annotations": { + "destructiveHint": false, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Update a child record through a parent Salesforce relationship.", + "inputSchema": { + "properties": { + "body": { + "additionalProperties": true, + "type": "object" + }, + "id": { + "type": "string" + }, + "relationship-path": { + "type": "string" + }, + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name", + "id", + "relationship-path", + "body" + ], + "type": "object" + }, + "name": "updateRelatedRecord" + }, + { + "annotations": { + "destructiveHint": true, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Delete a Salesforce record by ID.", + "inputSchema": { + "properties": { + "id": { + "type": "string" + }, + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name", + "id" + ], + "type": "object" + }, + "name": "deleteSobjectRecord" + }, + { + "annotations": { + "destructiveHint": true, + "idempotentHint": false, + "openWorldHint": false, + "readOnlyHint": false + }, + "description": "Delete a child record through a parent Salesforce relationship.", + "inputSchema": { + "properties": { + "id": { + "type": "string" + }, + "relationship-path": { + "type": "string" + }, + "sobject-name": { + "type": "string" + } + }, + "required": [ + "sobject-name", + "id", + "relationship-path" + ], + "type": "object" + }, + "name": "deleteRelatedRecord" + } + ] +} diff --git a/contracts/upstream-pins.json b/contracts/upstream-pins.json new file mode 100644 index 0000000000000000000000000000000000000000..b6b409358e019cb248a9d76a719fb8658da09c66 --- /dev/null +++ b/contracts/upstream-pins.json @@ -0,0 +1,27 @@ +{ + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } +} diff --git a/task_files/sb100-051-oak-renewal-notice/08_notice_windows/059_sbp-051-11_08_notice_windows.json b/task_files/sb100-051-oak-renewal-notice/08_notice_windows/059_sbp-051-11_08_notice_windows.json new file mode 100644 index 0000000000000000000000000000000000000000..a880ce891da57673d39674e95583ac1855a78cb0 --- /dev/null +++ b/task_files/sb100-051-oak-renewal-notice/08_notice_windows/059_sbp-051-11_08_notice_windows.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 1120799, + "benchmark_company": "Oak Infrastructure", + "close_date": "2026-09-12", + "industry": "infrastructure software", + "owner": "Theo Martin", + "owner_role": "Channel Manager", + "portfolio_account": "Keystone Networks", + "region": "North America", + "requester": "Chief Customer Officer", + "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": "Renewal_Risk__c", + "authorized_record_id": "006SB051000010", + "authorized_system": "salesforce", + "current_value": "Unreviewed", + "deadline": "2026-09-15", + "decision_code": "CHG-051-09", + "eligible_for_requested_workflow": true, + "owner": "Theo Martin", + "reason": "SBP-051-11 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.", + "required_value": "consent_conflict" + }, + "evidence": { + "events": [ + "2026-05-11 | EVT-051-059-1 | buyer | champion requested a revised mutual action plan", + "2026-05-16 | EVT-051-059-2 | seller | finance validation is complete but legal review is open", + "2026-05-21 | EVT-051-059-3 | buyer | buyer explicitly paused the evaluation", + "2026-05-26 | EVT-051-059-4 | seller | implementation capacity moved to the following quarter", + "2026-05-31 | EVT-051-059-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-05 | EVT-051-059-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-10 | EVT-051-059-7 | buyer | economic buyer confirmed procurement timing", + "2026-06-15 | EVT-051-059-8 | seller | security review remains seller-owned", + "2026-06-20 | EVT-051-059-9 | buyer | champion requested a revised mutual action plan", + "2026-06-25 | EVT-051-059-10 | seller | finance validation is complete but legal review is open", + "2026-06-30 | EVT-051-059-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-05 | EVT-051-059-12 | seller | implementation capacity moved to the following quarter", + "2026-07-10 | EVT-051-059-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-15 | EVT-051-059-14 | seller | renewal notice was acknowledged by procurement", + "2026-07-20 | EVT-051-059-15 | buyer | economic buyer confirmed procurement timing", + "2026-07-25 | EVT-051-059-16 | seller | security review remains seller-owned", + "2026-07-30 | EVT-051-059-17 | buyer | champion requested a revised mutual action plan", + "2026-08-04 | EVT-051-059-18 | seller | finance validation is complete but legal review is open", + "2026-08-09 | EVT-051-059-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-14 | EVT-051-059-20 | seller | implementation capacity moved to the following quarter", + "2026-08-19 | EVT-051-059-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-24 | EVT-051-059-22 | seller | renewal notice was acknowledged by procurement", + "2026-08-29 | EVT-051-059-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-03 | EVT-051-059-24 | seller | security review remains seller-owned", + "2026-09-08 | EVT-051-059-25 | buyer | champion requested a revised mutual action plan", + "2026-09-13 | EVT-051-059-26 | seller | finance validation is complete but legal review is open", + "2026-09-18 | EVT-051-059-27 | buyer | buyer explicitly paused the evaluation", + "2026-09-23 | EVT-051-059-28 | seller | implementation capacity moved to the following quarter", + "2026-09-28 | EVT-051-059-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-03 | EVT-051-059-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-08 | EVT-051-059-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-13 | EVT-051-059-32 | seller | security review remains seller-owned", + "2026-10-18 | EVT-051-059-33 | buyer | champion requested a revised mutual action plan", + "2026-10-23 | EVT-051-059-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-051-11 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 renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Networks", + "as_of": "2026-09-08", + "classification": "synthetic-confidential", + "folder": "08_notice_windows", + "gong_evidence_id": "GE-051-11", + "hubspot_company_id": "8005110010", + "hubspot_deal_id": "8005120010", + "period": "2026-Q4", + "portfolio_key": "SBP-051-11", + "salesforce_account_id": "001SB051000010", + "salesforce_opportunity_id": "006SB051000010", + "source_version": "v4.5", + "task_id": "sb100-051-oak-renewal-notice" + } +} diff --git a/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/073_sbp-051-09_10_handoff_policy.md b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/073_sbp-051-09_10_handoff_policy.md new file mode 100644 index 0000000000000000000000000000000000000000..9a318305eab1cd8d6dc4e9c6172c02830385df4e --- /dev/null +++ b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/073_sbp-051-09_10_handoff_policy.md @@ -0,0 +1,94 @@ +# Sales evidence record + +{ + "record_control": { + "task_id": "sb100-051-oak-renewal-notice", + "portfolio_key": "SBP-051-09", + "account_name": "Indigo Systems", + "salesforce_account_id": "001SB051000008", + "salesforce_opportunity_id": "006SB051000008", + "hubspot_company_id": "8005110008", + "hubspot_deal_id": "8005120008", + "gong_evidence_id": "GE-051-09", + "period": "2026-Q4", + "as_of": "2026-09-08", + "folder": "10_handoff_policy", + "source_version": "v2.1", + "classification": "synthetic-confidential" + }, + "business_context": { + "benchmark_company": "Oak Infrastructure", + "portfolio_account": "Indigo Systems", + "industry": "infrastructure software", + "region": "North America", + "requester": "Chief Customer Officer", + "amount_usd": 846573, + "stage": "Technical Validation", + "close_date": "2026-12-15", + "owner": "Luis Ortega", + "owner_role": "Regional AE" + }, + "evidence": { + "signal": "competitive evaluation narrowed to two vendors", + "risk_code": "commercial_terms", + "gong_summary": "Permitted Gong insight GE-051-09 supports competitive evaluation narrowed to two vendors without exposing raw or private transcript content.", + "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.", + "events": [ + "2026-05-25 | EVT-051-073-1 | buyer | economic buyer confirmed procurement timing", + "2026-05-30 | EVT-051-073-2 | seller | security review remains seller-owned", + "2026-06-04 | EVT-051-073-3 | buyer | champion requested a revised mutual action plan", + "2026-06-09 | EVT-051-073-4 | seller | finance validation is complete but legal review is open", + "2026-06-14 | EVT-051-073-5 | buyer | buyer explicitly paused the evaluation", + "2026-06-19 | EVT-051-073-6 | seller | implementation capacity moved to the following quarter", + "2026-06-24 | EVT-051-073-7 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-29 | EVT-051-073-8 | seller | renewal notice was acknowledged by procurement", + "2026-07-04 | EVT-051-073-9 | buyer | economic buyer confirmed procurement timing", + "2026-07-09 | EVT-051-073-10 | seller | security review remains seller-owned", + "2026-07-14 | EVT-051-073-11 | buyer | champion requested a revised mutual action plan", + "2026-07-19 | EVT-051-073-12 | seller | finance validation is complete but legal review is open", + "2026-07-24 | EVT-051-073-13 | buyer | buyer explicitly paused the evaluation", + "2026-07-29 | EVT-051-073-14 | seller | implementation capacity moved to the following quarter", + "2026-08-03 | EVT-051-073-15 | buyer | competitive evaluation narrowed to two vendors", + "2026-08-08 | EVT-051-073-16 | seller | renewal notice was acknowledged by procurement", + "2026-08-13 | EVT-051-073-17 | buyer | economic buyer confirmed procurement timing", + "2026-08-18 | EVT-051-073-18 | seller | security review remains seller-owned", + "2026-08-23 | EVT-051-073-19 | buyer | champion requested a revised mutual action plan", + "2026-08-28 | EVT-051-073-20 | seller | finance validation is complete but legal review is open", + "2026-09-02 | EVT-051-073-21 | buyer | buyer explicitly paused the evaluation", + "2026-09-07 | EVT-051-073-22 | seller | implementation capacity moved to the following quarter", + "2026-09-12 | EVT-051-073-23 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-17 | EVT-051-073-24 | seller | renewal notice was acknowledged by procurement", + "2026-09-22 | EVT-051-073-25 | buyer | economic buyer confirmed procurement timing", + "2026-09-27 | EVT-051-073-26 | seller | security review remains seller-owned", + "2026-10-02 | EVT-051-073-27 | buyer | champion requested a revised mutual action plan", + "2026-10-07 | EVT-051-073-28 | seller | finance validation is complete but legal review is open", + "2026-10-12 | EVT-051-073-29 | buyer | buyer explicitly paused the evaluation", + "2026-10-17 | EVT-051-073-30 | seller | implementation capacity moved to the following quarter", + "2026-10-22 | EVT-051-073-31 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-27 | EVT-051-073-32 | seller | renewal notice was acknowledged by procurement", + "2026-11-01 | EVT-051-073-33 | buyer | economic buyer confirmed procurement timing", + "2026-11-06 | EVT-051-073-34 | seller | security review remains seller-owned" + ] + }, + "decision": { + "eligible_for_requested_workflow": true, + "decision_code": "CHG-051-08", + "authorized_system": "hubspot", + "authorized_record_id": "8005120008", + "authorized_field": "renewal_risk", + "current_value": "unreviewed", + "required_value": "commercial_terms", + "reason": "SBP-051-09 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.", + "owner": "Luis Ortega", + "deadline": "2026-09-13" + }, + "controls": { + "gong_is_read_only": true, + "deletes_authorized": false, + "neighboring_records_must_remain_unchanged": true, + "private_call_content_may_be_copied": false, + "duplicate_mutations_allowed": false + } +} + +Certification: synthetic benchmark record; verify identifiers in the live CRM tools before mutation. diff --git a/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/075_sbp-051-11_10_handoff_policy.json b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/075_sbp-051-11_10_handoff_policy.json new file mode 100644 index 0000000000000000000000000000000000000000..e3e3c8854e8f8484cc16edd52318eb8a5281f157 --- /dev/null +++ b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/075_sbp-051-11_10_handoff_policy.json @@ -0,0 +1,90 @@ +{ + "business_context": { + "amount_usd": 1120799, + "benchmark_company": "Oak Infrastructure", + "close_date": "2026-09-12", + "industry": "infrastructure software", + "owner": "Theo Martin", + "owner_role": "Channel Manager", + "portfolio_account": "Keystone Networks", + "region": "North America", + "requester": "Chief Customer Officer", + "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": "Renewal_Risk__c", + "authorized_record_id": "006SB051000010", + "authorized_system": "salesforce", + "current_value": "Unreviewed", + "deadline": "2026-09-15", + "decision_code": "CHG-051-09", + "eligible_for_requested_workflow": true, + "owner": "Theo Martin", + "reason": "SBP-051-11 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.", + "required_value": "consent_conflict" + }, + "evidence": { + "events": [ + "2026-05-27 | EVT-051-075-1 | buyer | champion requested a revised mutual action plan", + "2026-06-01 | EVT-051-075-2 | seller | finance validation is complete but legal review is open", + "2026-06-06 | EVT-051-075-3 | buyer | buyer explicitly paused the evaluation", + "2026-06-11 | EVT-051-075-4 | seller | implementation capacity moved to the following quarter", + "2026-06-16 | EVT-051-075-5 | buyer | competitive evaluation narrowed to two vendors", + "2026-06-21 | EVT-051-075-6 | seller | renewal notice was acknowledged by procurement", + "2026-06-26 | EVT-051-075-7 | buyer | economic buyer confirmed procurement timing", + "2026-07-01 | EVT-051-075-8 | seller | security review remains seller-owned", + "2026-07-06 | EVT-051-075-9 | buyer | champion requested a revised mutual action plan", + "2026-07-11 | EVT-051-075-10 | seller | finance validation is complete but legal review is open", + "2026-07-16 | EVT-051-075-11 | buyer | buyer explicitly paused the evaluation", + "2026-07-21 | EVT-051-075-12 | seller | implementation capacity moved to the following quarter", + "2026-07-26 | EVT-051-075-13 | buyer | competitive evaluation narrowed to two vendors", + "2026-07-31 | EVT-051-075-14 | seller | renewal notice was acknowledged by procurement", + "2026-08-05 | EVT-051-075-15 | buyer | economic buyer confirmed procurement timing", + "2026-08-10 | EVT-051-075-16 | seller | security review remains seller-owned", + "2026-08-15 | EVT-051-075-17 | buyer | champion requested a revised mutual action plan", + "2026-08-20 | EVT-051-075-18 | seller | finance validation is complete but legal review is open", + "2026-08-25 | EVT-051-075-19 | buyer | buyer explicitly paused the evaluation", + "2026-08-30 | EVT-051-075-20 | seller | implementation capacity moved to the following quarter", + "2026-09-04 | EVT-051-075-21 | buyer | competitive evaluation narrowed to two vendors", + "2026-09-09 | EVT-051-075-22 | seller | renewal notice was acknowledged by procurement", + "2026-09-14 | EVT-051-075-23 | buyer | economic buyer confirmed procurement timing", + "2026-09-19 | EVT-051-075-24 | seller | security review remains seller-owned", + "2026-09-24 | EVT-051-075-25 | buyer | champion requested a revised mutual action plan", + "2026-09-29 | EVT-051-075-26 | seller | finance validation is complete but legal review is open", + "2026-10-04 | EVT-051-075-27 | buyer | buyer explicitly paused the evaluation", + "2026-10-09 | EVT-051-075-28 | seller | implementation capacity moved to the following quarter", + "2026-10-14 | EVT-051-075-29 | buyer | competitive evaluation narrowed to two vendors", + "2026-10-19 | EVT-051-075-30 | seller | renewal notice was acknowledged by procurement", + "2026-10-24 | EVT-051-075-31 | buyer | economic buyer confirmed procurement timing", + "2026-10-29 | EVT-051-075-32 | seller | security review remains seller-owned", + "2026-11-03 | EVT-051-075-33 | buyer | champion requested a revised mutual action plan", + "2026-11-08 | EVT-051-075-34 | seller | finance validation is complete but legal review is open" + ], + "gong_summary": "Permitted Gong insight GE-051-11 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 renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register." + }, + "record_control": { + "account_name": "Keystone Networks", + "as_of": "2026-09-08", + "classification": "synthetic-confidential", + "folder": "10_handoff_policy", + "gong_evidence_id": "GE-051-11", + "hubspot_company_id": "8005110010", + "hubspot_deal_id": "8005120010", + "period": "2026-Q4", + "portfolio_key": "SBP-051-11", + "salesforce_account_id": "001SB051000010", + "salesforce_opportunity_id": "006SB051000010", + "source_version": "v4.3", + "task_id": "sb100-051-oak-renewal-notice" + } +} diff --git a/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/076_sbp-051-12_10_handoff_policy.csv b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/076_sbp-051-12_10_handoff_policy.csv new file mode 100644 index 0000000000000000000000000000000000000000..3417c27899517b35defe063666b8277b1f8d6382 --- /dev/null +++ b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/076_sbp-051-12_10_handoff_policy.csv @@ -0,0 +1,44 @@ +section,field,value +record_control,task_id,"""sb100-051-oak-renewal-notice""" +record_control,portfolio_key,"""SBP-051-12""" +record_control,account_name,"""Lantern Labs""" +record_control,salesforce_account_id,"""001SB051000011""" +record_control,salesforce_opportunity_id,"""006SB051000011""" +record_control,hubspot_company_id,"""8005110011""" +record_control,hubspot_deal_id,"""8005120011""" +record_control,gong_evidence_id,"""GE-051-12""" +record_control,period,"""2026-Q4""" +record_control,as_of,"""2026-09-08""" +record_control,folder,"""10_handoff_policy""" +record_control,source_version,"""v1.4""" +record_control,classification,"""synthetic-confidential""" +business_context,benchmark_company,"""Oak Infrastructure""" +business_context,portfolio_account,"""Lantern Labs""" +business_context,industry,"""infrastructure software""" +business_context,region,"""North America""" +business_context,requester,"""Chief Customer Officer""" +business_context,amount_usd,1257912 +business_context,stage,"""Prospecting""" +business_context,close_date,"""2026-09-19""" +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-051-12 supports security review remains seller-owned without exposing raw or private transcript content.""" +evidence,source_of_truth,"""For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.""" +evidence,events,"[""2026-05-28 | EVT-051-076-1 | buyer | finance validation is complete but legal review is open"", ""2026-06-02 | EVT-051-076-2 | seller | buyer explicitly paused the evaluation"", ""2026-06-07 | EVT-051-076-3 | buyer | implementation capacity moved to the following quarter"", ""2026-06-12 | EVT-051-076-4 | seller | competitive evaluation narrowed to two vendors"", ""2026-06-17 | EVT-051-076-5 | buyer | renewal notice was acknowledged by procurement"", ""2026-06-22 | EVT-051-076-6 | seller | economic buyer confirmed procurement timing"", ""2026-06-27 | EVT-051-076-7 | buyer | security review remains seller-owned"", ""2026-07-02 | EVT-051-076-8 | seller | champion requested a revised mutual action plan"", ""2026-07-07 | EVT-051-076-9 | buyer | finance validation is complete but legal review is open"", ""2026-07-12 | EVT-051-076-10 | seller | buyer explicitly paused the evaluation"", ""2026-07-17 | EVT-051-076-11 | buyer | implementation capacity moved to the following quarter"", ""2026-07-22 | EVT-051-076-12 | seller | competitive evaluation narrowed to two vendors"", ""2026-07-27 | EVT-051-076-13 | buyer | renewal notice was acknowledged by procurement"", ""2026-08-01 | EVT-051-076-14 | seller | economic buyer confirmed procurement timing"", ""2026-08-06 | EVT-051-076-15 | buyer | security review remains seller-owned"", ""2026-08-11 | EVT-051-076-16 | seller | champion requested a revised mutual action plan"", ""2026-08-16 | EVT-051-076-17 | buyer | finance validation is complete but legal review is open"", ""2026-08-21 | EVT-051-076-18 | seller | buyer explicitly paused the evaluation"", ""2026-08-26 | EVT-051-076-19 | buyer | implementation capacity moved to the following quarter"", ""2026-08-31 | EVT-051-076-20 | seller | competitive evaluation narrowed to two vendors"", ""2026-09-05 | EVT-051-076-21 | buyer | renewal notice was acknowledged by procurement"", ""2026-09-10 | EVT-051-076-22 | seller | economic buyer confirmed procurement timing"", ""2026-09-15 | EVT-051-076-23 | buyer | security review remains seller-owned"", ""2026-09-20 | EVT-051-076-24 | seller | champion requested a revised mutual action plan"", ""2026-09-25 | EVT-051-076-25 | buyer | finance validation is complete but legal review is open"", ""2026-09-30 | EVT-051-076-26 | seller | buyer explicitly paused the evaluation"", ""2026-10-05 | EVT-051-076-27 | buyer | implementation capacity moved to the following quarter"", ""2026-10-10 | EVT-051-076-28 | seller | competitive evaluation narrowed to two vendors"", ""2026-10-15 | EVT-051-076-29 | buyer | renewal notice was acknowledged by procurement"", ""2026-10-20 | EVT-051-076-30 | seller | economic buyer confirmed procurement timing"", ""2026-10-25 | EVT-051-076-31 | buyer | security review remains seller-owned"", ""2026-10-30 | EVT-051-076-32 | seller | champion requested a revised mutual action plan"", ""2026-11-04 | EVT-051-076-33 | buyer | finance validation is complete but legal review is open"", ""2026-11-09 | EVT-051-076-34 | seller | buyer explicitly paused the evaluation""]" +decision,eligible_for_requested_workflow,true +decision,decision_code,"""CHG-051-10""" +decision,authorized_system,"""hubspot""" +decision,authorized_record_id,"""8005120011""" +decision,authorized_field,"""renewal_risk""" +decision,current_value,"""unreviewed""" +decision,required_value,"""single_threaded""" +decision,reason,"""SBP-051-12 qualifies for renewal and expansion handoff because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.""" +decision,owner,"""Nora Kim""" +decision,deadline,"""2026-09-16""" +controls,gong_is_read_only,true +controls,deletes_authorized,false +controls,neighboring_records_must_remain_unchanged,true +controls,private_call_content_may_be_copied,false +controls,duplicate_mutations_allowed,false diff --git a/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/078_sbp-051-14_10_handoff_policy.xml b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/078_sbp-051-14_10_handoff_policy.xml new file mode 100644 index 0000000000000000000000000000000000000000..d73770168548ae345764898b3b927b1aa84936fa --- /dev/null +++ b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/078_sbp-051-14_10_handoff_policy.xml @@ -0,0 +1,91 @@ + + +
+
+
+
+
+ diff --git a/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/079_sbp-051-15_10_handoff_policy.html b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/079_sbp-051-15_10_handoff_policy.html new file mode 100644 index 0000000000000000000000000000000000000000..d180a34cead73bbe043b3920f1bb9f7f322beb5a --- /dev/null +++ b/task_files/sb100-051-oak-renewal-notice/10_handoff_policy/079_sbp-051-15_10_handoff_policy.html @@ -0,0 +1,90 @@ +Sales evidence record

Sales evidence record

{
+  "record_control": {
+    "task_id": "sb100-051-oak-renewal-notice",
+    "portfolio_key": "SBP-051-15",
+    "account_name": "Orchard Works",
+    "salesforce_account_id": "001SB051000014",
+    "salesforce_opportunity_id": "006SB051000014",
+    "hubspot_company_id": "8005110014",
+    "hubspot_deal_id": "8005120014",
+    "gong_evidence_id": "GE-051-15",
+    "period": "2026-Q4",
+    "as_of": "2026-09-08",
+    "folder": "10_handoff_policy",
+    "source_version": "v4.7",
+    "classification": "synthetic-confidential"
+  },
+  "business_context": {
+    "benchmark_company": "Oak Infrastructure",
+    "portfolio_account": "Orchard Works",
+    "industry": "infrastructure software",
+    "region": "North America",
+    "requester": "Chief Customer Officer",
+    "amount_usd": 1669251,
+    "stage": "Technical Validation",
+    "close_date": "2026-10-10",
+    "owner": "Jon Bell",
+    "owner_role": "Commercial AE"
+  },
+  "evidence": {
+    "signal": "buyer explicitly paused the evaluation",
+    "risk_code": "security_review",
+    "gong_summary": "Permitted Gong insight GE-051-15 supports buyer explicitly paused the evaluation without exposing raw or private transcript content.",
+    "source_of_truth": "For renewal-expansion, apply the field-specific current-period rule. A CRM timestamp alone never overrides the evidence register.",
+    "events": [
+      "2026-05-31 | EVT-051-079-1 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-06-05 | EVT-051-079-2 | seller | renewal notice was acknowledged by procurement",
+      "2026-06-10 | EVT-051-079-3 | buyer | economic buyer confirmed procurement timing",
+      "2026-06-15 | EVT-051-079-4 | seller | security review remains seller-owned",
+      "2026-06-20 | EVT-051-079-5 | buyer | champion requested a revised mutual action plan",
+      "2026-06-25 | EVT-051-079-6 | seller | finance validation is complete but legal review is open",
+      "2026-06-30 | EVT-051-079-7 | buyer | buyer explicitly paused the evaluation",
+      "2026-07-05 | EVT-051-079-8 | seller | implementation capacity moved to the following quarter",
+      "2026-07-10 | EVT-051-079-9 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-07-15 | EVT-051-079-10 | seller | renewal notice was acknowledged by procurement",
+      "2026-07-20 | EVT-051-079-11 | buyer | economic buyer confirmed procurement timing",
+      "2026-07-25 | EVT-051-079-12 | seller | security review remains seller-owned",
+      "2026-07-30 | EVT-051-079-13 | buyer | champion requested a revised mutual action plan",
+      "2026-08-04 | EVT-051-079-14 | seller | finance validation is complete but legal review is open",
+      "2026-08-09 | EVT-051-079-15 | buyer | buyer explicitly paused the evaluation",
+      "2026-08-14 | EVT-051-079-16 | seller | implementation capacity moved to the following quarter",
+      "2026-08-19 | EVT-051-079-17 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-08-24 | EVT-051-079-18 | seller | renewal notice was acknowledged by procurement",
+      "2026-08-29 | EVT-051-079-19 | buyer | economic buyer confirmed procurement timing",
+      "2026-09-03 | EVT-051-079-20 | seller | security review remains seller-owned",
+      "2026-09-08 | EVT-051-079-21 | buyer | champion requested a revised mutual action plan",
+      "2026-09-13 | EVT-051-079-22 | seller | finance validation is complete but legal review is open",
+      "2026-09-18 | EVT-051-079-23 | buyer | buyer explicitly paused the evaluation",
+      "2026-09-23 | EVT-051-079-24 | seller | implementation capacity moved to the following quarter",
+      "2026-09-28 | EVT-051-079-25 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-10-03 | EVT-051-079-26 | seller | renewal notice was acknowledged by procurement",
+      "2026-10-08 | EVT-051-079-27 | buyer | economic buyer confirmed procurement timing",
+      "2026-10-13 | EVT-051-079-28 | seller | security review remains seller-owned",
+      "2026-10-18 | EVT-051-079-29 | buyer | champion requested a revised mutual action plan",
+      "2026-10-23 | EVT-051-079-30 | seller | finance validation is complete but legal review is open",
+      "2026-10-28 | EVT-051-079-31 | buyer | buyer explicitly paused the evaluation",
+      "2026-11-02 | EVT-051-079-32 | seller | implementation capacity moved to the following quarter",
+      "2026-11-07 | EVT-051-079-33 | buyer | competitive evaluation narrowed to two vendors",
+      "2026-11-12 | EVT-051-079-34 | seller | renewal notice was acknowledged by procurement"
+    ]
+  },
+  "decision": {
+    "eligible_for_requested_workflow": true,
+    "decision_code": "CHG-051-12",
+    "authorized_system": "hubspot",
+    "authorized_record_id": "8005120014",
+    "authorized_field": "renewal_risk",
+    "current_value": "unreviewed",
+    "required_value": "security_review",
+    "reason": "SBP-051-15 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q4 policy.",
+    "owner": "Jon Bell",
+    "deadline": "2026-09-13"
+  },
+  "controls": {
+    "gong_is_read_only": true,
+    "deletes_authorized": false,
+    "neighboring_records_must_remain_unchanged": true,
+    "private_call_content_may_be_copied": false,
+    "duplicate_mutations_allowed": false
+  }
+}
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field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-001-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/001_sbp-001-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-001-01_03_gong_briefs.md; Gong insight GE-001-01.\nOwner: Jon Bell; deadline: 2026-08-30.\n\n### CHG-001-02 — SBP-001-02\n\nSystem: hubspot; object: deals; record: 8000120001; field: forecast_status.\nChanged pipeline to commit. SBP-001-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/002_sbp-001-02_01_salesforce_pipeline.txt and /workspace/documents/03_gong_briefs/018_sbp-001-02_03_gong_briefs.txt; Gong insight GE-001-02.\nOwner: Priya Raman; deadline: 2026-08-31.\n\n### CHG-001-03 — SBP-001-03\n\nSystem: salesforce; object: Opportunity; record: 006SB001000002; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-001-03 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/003_sbp-001-03_01_salesforce_pipeline.json and /workspace/documents/03_gong_briefs/019_sbp-001-03_03_gong_briefs.json; Gong insight GE-001-03.\nOwner: Luis Ortega; deadline: 2026-09-01.\n\n### CHG-001-04 — SBP-001-04\n\nSystem: hubspot; object: deals; record: 8000120003; field: forecast_status.\nChanged pipeline to commit. SBP-001-04 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/004_sbp-001-04_01_salesforce_pipeline.csv and /workspace/documents/03_gong_briefs/020_sbp-001-04_03_gong_briefs.csv; Gong insight GE-001-04.\nOwner: Amina Yusuf; deadline: 2026-09-02.\n\n### CHG-001-05 — SBP-001-05\n\nSystem: salesforce; object: Opportunity; record: 006SB001000004; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-001-05 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/005_sbp-001-05_01_salesforce_pipeline.eml and /workspace/documents/03_gong_briefs/021_sbp-001-05_03_gong_briefs.eml; Gong insight GE-001-05.\nOwner: Theo Martin; deadline: 2026-09-03.\n\n### CHG-001-06 — SBP-001-06\n\nSystem: hubspot; object: deals; record: 8000120005; field: forecast_status.\nChanged pipeline to commit. SBP-001-06 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/006_sbp-001-06_01_salesforce_pipeline.xml and /workspace/documents/03_gong_briefs/022_sbp-001-06_03_gong_briefs.xml; Gong insight GE-001-06.\nOwner: Nora Kim; deadline: 2026-09-04.\n\n### CHG-001-07 — SBP-001-07\n\nSystem: salesforce; object: Opportunity; record: 006SB001000006; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-001-07 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/007_sbp-001-07_01_salesforce_pipeline.html and /workspace/documents/03_gong_briefs/023_sbp-001-07_03_gong_briefs.html; Gong insight GE-001-07.\nOwner: Elena Rossi; deadline: 2026-08-30.\n\n### CHG-001-08 — SBP-001-09\n\nSystem: hubspot; object: deals; record: 8000120008; field: forecast_status.\nChanged pipeline to commit. SBP-001-09 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/009_sbp-001-09_02_hubspot_deals.md and /workspace/documents/04_call_evidence/025_sbp-001-09_04_call_evidence.md; Gong insight GE-001-09.\nOwner: Jon Bell; deadline: 2026-09-01.\n\n### CHG-001-09 — SBP-001-10\n\nSystem: salesforce; object: Opportunity; record: 006SB001000009; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-001-10 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/010_sbp-001-10_02_hubspot_deals.txt and /workspace/documents/04_call_evidence/026_sbp-001-10_04_call_evidence.txt; Gong insight GE-001-10.\nOwner: Priya Raman; deadline: 2026-09-02.\n\n### CHG-001-10 — SBP-001-11\n\nSystem: hubspot; object: deals; record: 8000120010; field: forecast_status.\nChanged pipeline to commit. SBP-001-11 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/011_sbp-001-11_02_hubspot_deals.json and /workspace/documents/04_call_evidence/027_sbp-001-11_04_call_evidence.json; Gong insight GE-001-11.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-001-11 — SBP-001-13\n\nSystem: salesforce; object: Opportunity; record: 006SB001000012; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-001-13 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/013_sbp-001-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-001-13_04_call_evidence.eml; Gong insight GE-001-13.\nOwner: Theo Martin; deadline: 2026-08-30.\n\n### CHG-001-12 — SBP-001-14\n\nSystem: hubspot; object: deals; record: 8000120013; field: forecast_status.\nChanged pipeline to commit. SBP-001-14 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/014_sbp-001-14_02_hubspot_deals.xml and /workspace/documents/04_call_evidence/030_sbp-001-14_04_call_evidence.xml; Gong insight GE-001-14.\nOwner: Nora Kim; deadline: 2026-08-31.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-27", + "changes": [ + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/017_sbp-001-01_03_gong_briefs.md", + "deadline": "2026-08-30", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-001-01", + "id": "CHG-001-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-001-01", + "primary_source": "/workspace/documents/01_salesforce_pipeline/001_sbp-001-01_01_salesforce_pipeline.md", + "reason": "SBP-001-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB001000000", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/018_sbp-001-02_03_gong_briefs.txt", + "deadline": "2026-08-31", + "field": "forecast_status", + "gong_evidence_id": "GE-001-02", + "id": "CHG-001-02", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-001-02", + "primary_source": "/workspace/documents/01_salesforce_pipeline/002_sbp-001-02_01_salesforce_pipeline.txt", + "reason": "SBP-001-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8000120001", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/019_sbp-001-03_03_gong_briefs.json", + "deadline": "2026-09-01", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-001-03", + "id": "CHG-001-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-001-03", + "primary_source": "/workspace/documents/01_salesforce_pipeline/003_sbp-001-03_01_salesforce_pipeline.json", + "reason": "SBP-001-03 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB001000002", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/020_sbp-001-04_03_gong_briefs.csv", + "deadline": "2026-09-02", + "field": "forecast_status", + "gong_evidence_id": "GE-001-04", + "id": "CHG-001-04", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-001-04", + "primary_source": "/workspace/documents/01_salesforce_pipeline/004_sbp-001-04_01_salesforce_pipeline.csv", + "reason": "SBP-001-04 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8000120003", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/021_sbp-001-05_03_gong_briefs.eml", + "deadline": "2026-09-03", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-001-05", + "id": "CHG-001-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-001-05", + "primary_source": "/workspace/documents/01_salesforce_pipeline/005_sbp-001-05_01_salesforce_pipeline.eml", + "reason": "SBP-001-05 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB001000004", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/022_sbp-001-06_03_gong_briefs.xml", + "deadline": "2026-09-04", + "field": "forecast_status", + "gong_evidence_id": "GE-001-06", + "id": "CHG-001-06", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-001-06", + "primary_source": "/workspace/documents/01_salesforce_pipeline/006_sbp-001-06_01_salesforce_pipeline.xml", + "reason": "SBP-001-06 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8000120005", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/023_sbp-001-07_03_gong_briefs.html", + "deadline": "2026-08-30", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-001-07", + "id": "CHG-001-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-001-07", + "primary_source": "/workspace/documents/01_salesforce_pipeline/007_sbp-001-07_01_salesforce_pipeline.html", + "reason": "SBP-001-07 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "006SB001000006", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/025_sbp-001-09_04_call_evidence.md", + "deadline": "2026-09-01", + "field": "forecast_status", + "gong_evidence_id": "GE-001-09", + "id": "CHG-001-08", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-001-09", + "primary_source": "/workspace/documents/02_hubspot_deals/009_sbp-001-09_02_hubspot_deals.md", + "reason": "SBP-001-09 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "8000120008", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/026_sbp-001-10_04_call_evidence.txt", + "deadline": "2026-09-02", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-001-10", + "id": "CHG-001-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-001-10", + "primary_source": "/workspace/documents/02_hubspot_deals/010_sbp-001-10_02_hubspot_deals.txt", + "reason": "SBP-001-10 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB001000009", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/027_sbp-001-11_04_call_evidence.json", + "deadline": "2026-09-03", + "field": "forecast_status", + "gong_evidence_id": "GE-001-11", + "id": "CHG-001-10", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-001-11", + "primary_source": "/workspace/documents/02_hubspot_deals/011_sbp-001-11_02_hubspot_deals.json", + "reason": "SBP-001-11 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8000120010", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/029_sbp-001-13_04_call_evidence.eml", + "deadline": "2026-08-30", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-001-13", + "id": "CHG-001-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-001-13", + "primary_source": "/workspace/documents/02_hubspot_deals/013_sbp-001-13_02_hubspot_deals.eml", + "reason": "SBP-001-13 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB001000012", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/030_sbp-001-14_04_call_evidence.xml", + "deadline": "2026-08-31", + "field": "forecast_status", + "gong_evidence_id": "GE-001-14", + "id": "CHG-001-12", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-001-14", + "primary_source": "/workspace/documents/02_hubspot_deals/014_sbp-001-14_02_hubspot_deals.xml", + "reason": "SBP-001-14 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8000120013", + "system": "hubspot" + } + ], + "company": "Northwind Grid Systems", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-001-northwind-q3-commit", + "title": "Northwind Q3 commit inspection" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Northwind Grid Systems", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "energy software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "forecast-reconciliation" + }, + "prompt": "# Northwind Q3 commit inspection\n\nYou are supporting VP of Revenue Operations at Northwind Grid Systems, a synthetic energy software company operating in North America. The review period is 2026-Q3; use 2026-08-27 as the fixed as-of date.\n\nBusiness situation: The board forecast includes channel deals whose Salesforce stages moved forward while HubSpot still shows unsigned evaluations; Gong records reveal which buyers actually confirmed procurement dates.\n\nComplete a portfolio-scale forecast reconciliation and commit inspection. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_pipeline, 02_hubspot_deals, 03_gong_briefs, 04_call_evidence, 05_forecast_snapshots, 06_rep_commits, 07_stage_policy, 08_close_plans, 09_finance_actuals, 10_territories, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-001-northwind-q3-commit`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-001-northwind-q3-commit", + "task_name": "Northwind Q3 commit inspection", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-002-velora-emea-rollup.json b/tasks/sb100-002-velora-emea-rollup.json new file mode 100644 index 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Velora EMEA rollup repair\n\n## Executive assessment\n\nA regional rollup double-counts German reseller opportunities after a HubSpot-to-Salesforce sync retry, and three late Gong calls change whether the deals belong in commit or upside.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-002-01 — SBP-002-01\n\nSystem: salesforce; object: Opportunity; record: 006SB002000000; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-002-01 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/001_sbp-002-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-002-01_03_gong_briefs.md; Gong insight GE-002-01.\nOwner: Priya Raman; deadline: 2026-08-31.\n\n### CHG-002-02 — SBP-002-02\n\nSystem: hubspot; object: deals; record: 8000220001; field: forecast_status.\nChanged pipeline to commit. SBP-002-02 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/002_sbp-002-02_01_salesforce_pipeline.txt and /workspace/documents/03_gong_briefs/018_sbp-002-02_03_gong_briefs.txt; Gong insight GE-002-02.\nOwner: Luis Ortega; deadline: 2026-09-01.\n\n### CHG-002-03 — SBP-002-03\n\nSystem: salesforce; object: Opportunity; record: 006SB002000002; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-002-03 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/003_sbp-002-03_01_salesforce_pipeline.json and /workspace/documents/03_gong_briefs/019_sbp-002-03_03_gong_briefs.json; Gong insight GE-002-03.\nOwner: Amina Yusuf; deadline: 2026-09-02.\n\n### CHG-002-04 — SBP-002-04\n\nSystem: hubspot; object: deals; record: 8000220003; field: forecast_status.\nChanged pipeline to commit. SBP-002-04 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/004_sbp-002-04_01_salesforce_pipeline.csv and /workspace/documents/03_gong_briefs/020_sbp-002-04_03_gong_briefs.csv; Gong insight GE-002-04.\nOwner: Theo Martin; deadline: 2026-09-03.\n\n### CHG-002-05 — SBP-002-05\n\nSystem: salesforce; object: Opportunity; record: 006SB002000004; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-002-05 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/005_sbp-002-05_01_salesforce_pipeline.eml and /workspace/documents/03_gong_briefs/021_sbp-002-05_03_gong_briefs.eml; Gong insight GE-002-05.\nOwner: Nora Kim; deadline: 2026-09-04.\n\n### CHG-002-06 — SBP-002-06\n\nSystem: hubspot; object: deals; record: 8000220005; field: forecast_status.\nChanged pipeline to commit. SBP-002-06 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/006_sbp-002-06_01_salesforce_pipeline.xml and /workspace/documents/03_gong_briefs/022_sbp-002-06_03_gong_briefs.xml; Gong insight GE-002-06.\nOwner: Elena Rossi; deadline: 2026-09-05.\n\n### CHG-002-07 — SBP-002-07\n\nSystem: salesforce; object: Opportunity; record: 006SB002000006; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-002-07 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/007_sbp-002-07_01_salesforce_pipeline.html and /workspace/documents/03_gong_briefs/023_sbp-002-07_03_gong_briefs.html; Gong insight GE-002-07.\nOwner: Maya Chen; deadline: 2026-08-31.\n\n### CHG-002-08 — SBP-002-10\n\nSystem: hubspot; object: deals; record: 8000220009; field: forecast_status.\nChanged pipeline to commit. SBP-002-10 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/010_sbp-002-10_02_hubspot_deals.txt and /workspace/documents/04_call_evidence/026_sbp-002-10_04_call_evidence.txt; Gong insight GE-002-10.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-002-09 — SBP-002-11\n\nSystem: salesforce; object: Opportunity; record: 006SB002000010; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-002-11 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/011_sbp-002-11_02_hubspot_deals.json and /workspace/documents/04_call_evidence/027_sbp-002-11_04_call_evidence.json; Gong insight GE-002-11.\nOwner: Amina Yusuf; deadline: 2026-09-04.\n\n### CHG-002-10 — SBP-002-12\n\nSystem: hubspot; object: deals; record: 8000220011; field: forecast_status.\nChanged pipeline to commit. SBP-002-12 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/012_sbp-002-12_02_hubspot_deals.csv and /workspace/documents/04_call_evidence/028_sbp-002-12_04_call_evidence.csv; Gong insight GE-002-12.\nOwner: Theo Martin; deadline: 2026-09-05.\n\n### CHG-002-11 — SBP-002-13\n\nSystem: salesforce; object: Opportunity; record: 006SB002000012; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-002-13 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/013_sbp-002-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-002-13_04_call_evidence.eml; Gong insight GE-002-13.\nOwner: Nora Kim; deadline: 2026-08-31.\n\n### CHG-002-12 — SBP-002-14\n\nSystem: hubspot; object: deals; record: 8000220013; field: forecast_status.\nChanged pipeline to commit. SBP-002-14 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/014_sbp-002-14_02_hubspot_deals.xml and /workspace/documents/04_call_evidence/030_sbp-002-14_04_call_evidence.xml; Gong insight GE-002-14.\nOwner: Elena Rossi; deadline: 2026-09-01.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-28", + "changes": [ + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/017_sbp-002-01_03_gong_briefs.md", + "deadline": "2026-08-31", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-002-01", + "id": "CHG-002-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-002-01", + "primary_source": "/workspace/documents/01_salesforce_pipeline/001_sbp-002-01_01_salesforce_pipeline.md", + "reason": "SBP-002-01 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB002000000", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/018_sbp-002-02_03_gong_briefs.txt", + "deadline": "2026-09-01", + "field": "forecast_status", + "gong_evidence_id": "GE-002-02", + "id": "CHG-002-02", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-002-02", + "primary_source": "/workspace/documents/01_salesforce_pipeline/002_sbp-002-02_01_salesforce_pipeline.txt", + "reason": "SBP-002-02 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8000220001", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/019_sbp-002-03_03_gong_briefs.json", + "deadline": "2026-09-02", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-002-03", + "id": "CHG-002-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-002-03", + "primary_source": "/workspace/documents/01_salesforce_pipeline/003_sbp-002-03_01_salesforce_pipeline.json", + "reason": "SBP-002-03 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB002000002", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/020_sbp-002-04_03_gong_briefs.csv", + "deadline": "2026-09-03", + "field": "forecast_status", + "gong_evidence_id": "GE-002-04", + "id": "CHG-002-04", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-002-04", + "primary_source": "/workspace/documents/01_salesforce_pipeline/004_sbp-002-04_01_salesforce_pipeline.csv", + "reason": "SBP-002-04 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.", + "record_id": "8000220003", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/021_sbp-002-05_03_gong_briefs.eml", + "deadline": "2026-09-04", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-002-05", + "id": "CHG-002-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-002-05", + "primary_source": "/workspace/documents/01_salesforce_pipeline/005_sbp-002-05_01_salesforce_pipeline.eml", + "reason": "SBP-002-05 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB002000004", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/022_sbp-002-06_03_gong_briefs.xml", + "deadline": "2026-09-05", + "field": "forecast_status", + "gong_evidence_id": "GE-002-06", + "id": "CHG-002-06", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-002-06", + "primary_source": "/workspace/documents/01_salesforce_pipeline/006_sbp-002-06_01_salesforce_pipeline.xml", + "reason": "SBP-002-06 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8000220005", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/023_sbp-002-07_03_gong_briefs.html", + "deadline": "2026-08-31", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-002-07", + "id": "CHG-002-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-002-07", + "primary_source": "/workspace/documents/01_salesforce_pipeline/007_sbp-002-07_01_salesforce_pipeline.html", + "reason": "SBP-002-07 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "006SB002000006", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/026_sbp-002-10_04_call_evidence.txt", + "deadline": "2026-09-03", + "field": "forecast_status", + "gong_evidence_id": "GE-002-10", + "id": "CHG-002-08", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-002-10", + "primary_source": "/workspace/documents/02_hubspot_deals/010_sbp-002-10_02_hubspot_deals.txt", + "reason": "SBP-002-10 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8000220009", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/027_sbp-002-11_04_call_evidence.json", + "deadline": "2026-09-04", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-002-11", + "id": "CHG-002-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-002-11", + "primary_source": "/workspace/documents/02_hubspot_deals/011_sbp-002-11_02_hubspot_deals.json", + "reason": "SBP-002-11 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB002000010", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/028_sbp-002-12_04_call_evidence.csv", + "deadline": "2026-09-05", + "field": "forecast_status", + "gong_evidence_id": "GE-002-12", + "id": "CHG-002-10", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-002-12", + "primary_source": "/workspace/documents/02_hubspot_deals/012_sbp-002-12_02_hubspot_deals.csv", + "reason": "SBP-002-12 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.", + "record_id": "8000220011", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/029_sbp-002-13_04_call_evidence.eml", + "deadline": "2026-08-31", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-002-13", + "id": "CHG-002-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-002-13", + "primary_source": "/workspace/documents/02_hubspot_deals/013_sbp-002-13_02_hubspot_deals.eml", + "reason": "SBP-002-13 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB002000012", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/030_sbp-002-14_04_call_evidence.xml", + "deadline": "2026-09-01", + "field": "forecast_status", + "gong_evidence_id": "GE-002-14", + "id": "CHG-002-12", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-002-14", + "primary_source": "/workspace/documents/02_hubspot_deals/014_sbp-002-14_02_hubspot_deals.xml", + "reason": "SBP-002-14 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8000220013", + "system": "hubspot" + } + ], + "company": "Velora Mobility", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-002-velora-emea-rollup", + "title": "Velora EMEA rollup repair" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Velora Mobility", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "fleet technology", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "forecast-reconciliation" + }, + "prompt": "# Velora EMEA rollup repair\n\nYou are supporting EMEA Revenue Operations Lead at Velora Mobility, a synthetic fleet technology company operating in EMEA. The review period is 2026-Q3; use 2026-08-28 as the fixed as-of date.\n\nBusiness situation: A regional rollup double-counts German reseller opportunities after a HubSpot-to-Salesforce sync retry, and three late Gong calls change whether the deals belong in commit or upside.\n\nComplete a portfolio-scale forecast reconciliation and commit inspection. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_pipeline, 02_hubspot_deals, 03_gong_briefs, 04_call_evidence, 05_forecast_snapshots, 06_rep_commits, 07_stage_policy, 08_close_plans, 09_finance_actuals, 10_territories, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-002-velora-emea-rollup`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-002-velora-emea-rollup", + "task_name": "Velora EMEA rollup repair", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-003-harborstone-public-sector.json b/tasks/sb100-003-harborstone-public-sector.json new file mode 100644 index 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audit\n\n## Executive assessment\n\nFederal opportunities use milestone-based stages, but the weekly forecast treated contract vehicle access as an award; validate agency timing and separate funded work from speculative extensions.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-003-01 — SBP-003-01\n\nSystem: salesforce; object: Opportunity; record: 006SB003000000; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-003-01 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/001_sbp-003-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-003-01_03_gong_briefs.md; Gong insight GE-003-01.\nOwner: Luis Ortega; deadline: 2026-09-01.\n\n### CHG-003-02 — SBP-003-03\n\nSystem: hubspot; object: deals; record: 8000320002; field: forecast_status.\nChanged pipeline to commit. SBP-003-03 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/003_sbp-003-03_01_salesforce_pipeline.json and /workspace/documents/03_gong_briefs/019_sbp-003-03_03_gong_briefs.json; Gong insight GE-003-03.\nOwner: Theo Martin; deadline: 2026-09-03.\n\n### CHG-003-03 — SBP-003-04\n\nSystem: salesforce; object: Opportunity; record: 006SB003000003; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-003-04 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/004_sbp-003-04_01_salesforce_pipeline.csv and /workspace/documents/03_gong_briefs/020_sbp-003-04_03_gong_briefs.csv; Gong insight GE-003-04.\nOwner: Nora Kim; deadline: 2026-09-04.\n\n### CHG-003-04 — SBP-003-05\n\nSystem: hubspot; object: deals; record: 8000320004; field: forecast_status.\nChanged pipeline to commit. SBP-003-05 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/005_sbp-003-05_01_salesforce_pipeline.eml and /workspace/documents/03_gong_briefs/021_sbp-003-05_03_gong_briefs.eml; Gong insight GE-003-05.\nOwner: Elena Rossi; deadline: 2026-09-05.\n\n### CHG-003-05 — SBP-003-06\n\nSystem: salesforce; object: Opportunity; record: 006SB003000005; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-003-06 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/006_sbp-003-06_01_salesforce_pipeline.xml and /workspace/documents/03_gong_briefs/022_sbp-003-06_03_gong_briefs.xml; Gong insight GE-003-06.\nOwner: Maya Chen; deadline: 2026-09-06.\n\n### CHG-003-06 — SBP-003-08\n\nSystem: hubspot; object: deals; record: 8000320007; field: forecast_status.\nChanged pipeline to commit. SBP-003-08 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/008_sbp-003-08_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/024_sbp-003-08_03_gong_briefs.md; Gong insight GE-003-08.\nOwner: Priya Raman; deadline: 2026-09-02.\n\n### CHG-003-07 — SBP-003-09\n\nSystem: salesforce; object: Opportunity; record: 006SB003000008; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-003-09 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_deals/009_sbp-003-09_02_hubspot_deals.md and /workspace/documents/04_call_evidence/025_sbp-003-09_04_call_evidence.md; Gong insight GE-003-09.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-003-08 — SBP-003-12\n\nSystem: hubspot; object: deals; record: 8000320011; field: forecast_status.\nChanged pipeline to commit. SBP-003-12 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_deals/012_sbp-003-12_02_hubspot_deals.csv and /workspace/documents/04_call_evidence/028_sbp-003-12_04_call_evidence.csv; Gong insight GE-003-12.\nOwner: Nora Kim; deadline: 2026-09-06.\n\n### CHG-003-09 — SBP-003-13\n\nSystem: salesforce; object: Opportunity; record: 006SB003000012; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-003-13 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_deals/013_sbp-003-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-003-13_04_call_evidence.eml; Gong insight GE-003-13.\nOwner: Elena Rossi; deadline: 2026-09-01.\n\n### CHG-003-10 — SBP-003-14\n\nSystem: hubspot; object: deals; record: 8000320013; field: forecast_status.\nChanged pipeline to commit. SBP-003-14 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_deals/014_sbp-003-14_02_hubspot_deals.xml and /workspace/documents/04_call_evidence/030_sbp-003-14_04_call_evidence.xml; Gong insight GE-003-14.\nOwner: Maya Chen; deadline: 2026-09-02.\n\n### CHG-003-11 — SBP-003-15\n\nSystem: salesforce; object: Opportunity; record: 006SB003000014; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-003-15 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_deals/015_sbp-003-15_02_hubspot_deals.html and /workspace/documents/04_call_evidence/031_sbp-003-15_04_call_evidence.html; Gong insight GE-003-15.\nOwner: Jon Bell; deadline: 2026-09-03.\n\n### CHG-003-12 — SBP-003-16\n\nSystem: hubspot; object: deals; record: 8000320015; field: forecast_status.\nChanged pipeline to commit. SBP-003-16 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_deals/016_sbp-003-16_02_hubspot_deals.md and /workspace/documents/04_call_evidence/032_sbp-003-16_04_call_evidence.md; Gong insight GE-003-16.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-29", + "changes": [ + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/017_sbp-003-01_03_gong_briefs.md", + "deadline": "2026-09-01", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-003-01", + "id": "CHG-003-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-003-01", + "primary_source": "/workspace/documents/01_salesforce_pipeline/001_sbp-003-01_01_salesforce_pipeline.md", + "reason": "SBP-003-01 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "006SB003000000", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/019_sbp-003-03_03_gong_briefs.json", + "deadline": "2026-09-03", + "field": "forecast_status", + "gong_evidence_id": "GE-003-03", + "id": "CHG-003-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-003-03", + "primary_source": "/workspace/documents/01_salesforce_pipeline/003_sbp-003-03_01_salesforce_pipeline.json", + "reason": "SBP-003-03 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8000320002", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/020_sbp-003-04_03_gong_briefs.csv", + "deadline": "2026-09-04", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-003-04", + "id": "CHG-003-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-003-04", + "primary_source": "/workspace/documents/01_salesforce_pipeline/004_sbp-003-04_01_salesforce_pipeline.csv", + "reason": "SBP-003-04 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "006SB003000003", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/021_sbp-003-05_03_gong_briefs.eml", + "deadline": "2026-09-05", + "field": "forecast_status", + "gong_evidence_id": "GE-003-05", + "id": "CHG-003-04", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-003-05", + "primary_source": "/workspace/documents/01_salesforce_pipeline/005_sbp-003-05_01_salesforce_pipeline.eml", + "reason": "SBP-003-05 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8000320004", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/022_sbp-003-06_03_gong_briefs.xml", + "deadline": "2026-09-06", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-003-06", + "id": "CHG-003-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-003-06", + "primary_source": "/workspace/documents/01_salesforce_pipeline/006_sbp-003-06_01_salesforce_pipeline.xml", + "reason": "SBP-003-06 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "006SB003000005", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/024_sbp-003-08_03_gong_briefs.md", + "deadline": "2026-09-02", + "field": "forecast_status", + "gong_evidence_id": "GE-003-08", + "id": "CHG-003-06", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-003-08", + "primary_source": "/workspace/documents/01_salesforce_pipeline/008_sbp-003-08_01_salesforce_pipeline.md", + "reason": "SBP-003-08 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8000320007", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/025_sbp-003-09_04_call_evidence.md", + "deadline": "2026-09-03", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-003-09", + "id": "CHG-003-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-003-09", + "primary_source": "/workspace/documents/02_hubspot_deals/009_sbp-003-09_02_hubspot_deals.md", + "reason": "SBP-003-09 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "006SB003000008", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/028_sbp-003-12_04_call_evidence.csv", + "deadline": "2026-09-06", + "field": "forecast_status", + "gong_evidence_id": "GE-003-12", + "id": "CHG-003-08", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-003-12", + "primary_source": "/workspace/documents/02_hubspot_deals/012_sbp-003-12_02_hubspot_deals.csv", + "reason": "SBP-003-12 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8000320011", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/029_sbp-003-13_04_call_evidence.eml", + "deadline": "2026-09-01", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-003-13", + "id": "CHG-003-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-003-13", + "primary_source": "/workspace/documents/02_hubspot_deals/013_sbp-003-13_02_hubspot_deals.eml", + "reason": "SBP-003-13 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB003000012", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/030_sbp-003-14_04_call_evidence.xml", + "deadline": "2026-09-02", + "field": "forecast_status", + "gong_evidence_id": "GE-003-14", + "id": "CHG-003-10", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-003-14", + "primary_source": "/workspace/documents/02_hubspot_deals/014_sbp-003-14_02_hubspot_deals.xml", + "reason": "SBP-003-14 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8000320013", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/031_sbp-003-15_04_call_evidence.html", + "deadline": "2026-09-03", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-003-15", + "id": "CHG-003-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-003-15", + "primary_source": "/workspace/documents/02_hubspot_deals/015_sbp-003-15_02_hubspot_deals.html", + "reason": "SBP-003-15 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q4 policy.", + "record_id": "006SB003000014", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/032_sbp-003-16_04_call_evidence.md", + "deadline": "2026-09-04", + "field": "forecast_status", + "gong_evidence_id": "GE-003-16", + "id": "CHG-003-12", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-003-16", + "primary_source": "/workspace/documents/02_hubspot_deals/016_sbp-003-16_02_hubspot_deals.md", + "reason": "SBP-003-16 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8000320015", + "system": "hubspot" + } + ], + "company": "Harborstone Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-003-harborstone-public-sector", + "title": "Harborstone public-sector forecast audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Harborstone Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "government cloud", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "United States Public Sector", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "forecast-reconciliation" + }, + "prompt": "# Harborstone public-sector forecast audit\n\nYou are supporting Public Sector Sales COO at Harborstone Cloud, a synthetic government cloud company operating in United States Public Sector. The review period is 2026-Q4; use 2026-08-29 as the fixed as-of date.\n\nBusiness situation: Federal opportunities use milestone-based stages, but the weekly forecast treated contract vehicle access as an award; validate agency timing and separate funded work from speculative extensions.\n\nComplete a portfolio-scale forecast reconciliation and commit inspection. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_pipeline, 02_hubspot_deals, 03_gong_briefs, 04_call_evidence, 05_forecast_snapshots, 06_rep_commits, 07_stage_policy, 08_close_plans, 09_finance_actuals, 10_territories, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-003-harborstone-public-sector`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-003-harborstone-public-sector", + "task_name": "Harborstone public-sector forecast audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-008-opal-healthcare-commit.json b/tasks/sb100-008-opal-healthcare-commit.json new file mode 100644 index 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Determine which signatures and approvals are real blockers rather than generic CRM flags and certify only executable quarter-end commits.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-008-01 — SBP-008-01\n\nSystem: salesforce; object: Opportunity; record: 006SB008000000; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-008-01 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/001_sbp-008-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-008-01_03_gong_briefs.md; Gong insight GE-008-01.\nOwner: Maya Chen; deadline: 2026-09-06.\n\n### CHG-008-02 — SBP-008-02\n\nSystem: hubspot; object: deals; record: 8000820001; field: forecast_status.\nChanged pipeline to commit. SBP-008-02 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/002_sbp-008-02_01_salesforce_pipeline.txt and /workspace/documents/03_gong_briefs/018_sbp-008-02_03_gong_briefs.txt; Gong insight GE-008-02.\nOwner: Jon Bell; deadline: 2026-09-07.\n\n### CHG-008-03 — SBP-008-04\n\nSystem: salesforce; object: Opportunity; record: 006SB008000003; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-008-04 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/004_sbp-008-04_01_salesforce_pipeline.csv and /workspace/documents/03_gong_briefs/020_sbp-008-04_03_gong_briefs.csv; Gong insight GE-008-04.\nOwner: Luis Ortega; deadline: 2026-09-09.\n\n### CHG-008-04 — SBP-008-05\n\nSystem: hubspot; object: deals; record: 8000820004; field: forecast_status.\nChanged pipeline to commit. SBP-008-05 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/005_sbp-008-05_01_salesforce_pipeline.eml and /workspace/documents/03_gong_briefs/021_sbp-008-05_03_gong_briefs.eml; Gong insight GE-008-05.\nOwner: Amina Yusuf; deadline: 2026-09-10.\n\n### CHG-008-05 — SBP-008-08\n\nSystem: salesforce; object: Opportunity; record: 006SB008000007; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-008-08 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/008_sbp-008-08_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/024_sbp-008-08_03_gong_briefs.md; Gong insight GE-008-08.\nOwner: Elena Rossi; deadline: 2026-09-07.\n\n### CHG-008-06 — SBP-008-09\n\nSystem: hubspot; object: deals; record: 8000820008; field: forecast_status.\nChanged pipeline to commit. SBP-008-09 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/009_sbp-008-09_02_hubspot_deals.md and /workspace/documents/04_call_evidence/025_sbp-008-09_04_call_evidence.md; Gong insight GE-008-09.\nOwner: Maya Chen; deadline: 2026-09-08.\n\n### CHG-008-07 — SBP-008-11\n\nSystem: salesforce; object: Opportunity; record: 006SB008000010; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-008-11 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/011_sbp-008-11_02_hubspot_deals.json and /workspace/documents/04_call_evidence/027_sbp-008-11_04_call_evidence.json; Gong insight GE-008-11.\nOwner: Priya Raman; deadline: 2026-09-10.\n\n### CHG-008-08 — SBP-008-12\n\nSystem: hubspot; object: deals; record: 8000820011; field: forecast_status.\nChanged pipeline to commit. SBP-008-12 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/012_sbp-008-12_02_hubspot_deals.csv and /workspace/documents/04_call_evidence/028_sbp-008-12_04_call_evidence.csv; Gong insight GE-008-12.\nOwner: Luis Ortega; deadline: 2026-09-11.\n\n### CHG-008-09 — SBP-008-13\n\nSystem: salesforce; object: Opportunity; record: 006SB008000012; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-008-13 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/013_sbp-008-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-008-13_04_call_evidence.eml; Gong insight GE-008-13.\nOwner: Amina Yusuf; deadline: 2026-09-06.\n\n### CHG-008-10 — SBP-008-14\n\nSystem: hubspot; object: deals; record: 8000820013; field: forecast_status.\nChanged pipeline to commit. SBP-008-14 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/014_sbp-008-14_02_hubspot_deals.xml and /workspace/documents/04_call_evidence/030_sbp-008-14_04_call_evidence.xml; Gong insight GE-008-14.\nOwner: Theo Martin; deadline: 2026-09-07.\n\n### CHG-008-11 — SBP-008-15\n\nSystem: salesforce; object: Opportunity; record: 006SB008000014; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-008-15 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/015_sbp-008-15_02_hubspot_deals.html and /workspace/documents/04_call_evidence/031_sbp-008-15_04_call_evidence.html; Gong insight GE-008-15.\nOwner: Nora Kim; deadline: 2026-09-08.\n\n### CHG-008-12 — SBP-008-16\n\nSystem: hubspot; object: deals; record: 8000820015; field: forecast_status.\nChanged pipeline to commit. SBP-008-16 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_deals/016_sbp-008-16_02_hubspot_deals.md and /workspace/documents/04_call_evidence/032_sbp-008-16_04_call_evidence.md; Gong insight GE-008-16.\nOwner: Elena Rossi; deadline: 2026-09-09.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-03", + "changes": [ + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/017_sbp-008-01_03_gong_briefs.md", + "deadline": "2026-09-06", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-008-01", + "id": "CHG-008-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-008-01", + "primary_source": "/workspace/documents/01_salesforce_pipeline/001_sbp-008-01_01_salesforce_pipeline.md", + "reason": "SBP-008-01 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "006SB008000000", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/018_sbp-008-02_03_gong_briefs.txt", + "deadline": "2026-09-07", + "field": "forecast_status", + "gong_evidence_id": "GE-008-02", + "id": "CHG-008-02", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-008-02", + "primary_source": "/workspace/documents/01_salesforce_pipeline/002_sbp-008-02_01_salesforce_pipeline.txt", + "reason": "SBP-008-02 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8000820001", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/020_sbp-008-04_03_gong_briefs.csv", + "deadline": "2026-09-09", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-008-04", + "id": "CHG-008-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-008-04", + "primary_source": "/workspace/documents/01_salesforce_pipeline/004_sbp-008-04_01_salesforce_pipeline.csv", + "reason": "SBP-008-04 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "006SB008000003", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/021_sbp-008-05_03_gong_briefs.eml", + "deadline": "2026-09-10", + "field": "forecast_status", + "gong_evidence_id": "GE-008-05", + "id": "CHG-008-04", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-008-05", + "primary_source": "/workspace/documents/01_salesforce_pipeline/005_sbp-008-05_01_salesforce_pipeline.eml", + "reason": "SBP-008-05 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8000820004", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/024_sbp-008-08_03_gong_briefs.md", + "deadline": "2026-09-07", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-008-08", + "id": "CHG-008-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-008-08", + "primary_source": "/workspace/documents/01_salesforce_pipeline/008_sbp-008-08_01_salesforce_pipeline.md", + "reason": "SBP-008-08 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB008000007", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/025_sbp-008-09_04_call_evidence.md", + "deadline": "2026-09-08", + "field": "forecast_status", + "gong_evidence_id": "GE-008-09", + "id": "CHG-008-06", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-008-09", + "primary_source": "/workspace/documents/02_hubspot_deals/009_sbp-008-09_02_hubspot_deals.md", + "reason": "SBP-008-09 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8000820008", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/027_sbp-008-11_04_call_evidence.json", + "deadline": "2026-09-10", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-008-11", + "id": "CHG-008-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-008-11", + "primary_source": "/workspace/documents/02_hubspot_deals/011_sbp-008-11_02_hubspot_deals.json", + "reason": "SBP-008-11 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB008000010", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/028_sbp-008-12_04_call_evidence.csv", + "deadline": "2026-09-11", + "field": "forecast_status", + "gong_evidence_id": "GE-008-12", + "id": "CHG-008-08", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-008-12", + "primary_source": "/workspace/documents/02_hubspot_deals/012_sbp-008-12_02_hubspot_deals.csv", + "reason": "SBP-008-12 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8000820011", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/029_sbp-008-13_04_call_evidence.eml", + "deadline": "2026-09-06", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-008-13", + "id": "CHG-008-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-008-13", + "primary_source": "/workspace/documents/02_hubspot_deals/013_sbp-008-13_02_hubspot_deals.eml", + "reason": "SBP-008-13 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB008000012", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/030_sbp-008-14_04_call_evidence.xml", + "deadline": "2026-09-07", + "field": "forecast_status", + "gong_evidence_id": "GE-008-14", + "id": "CHG-008-10", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-008-14", + "primary_source": "/workspace/documents/02_hubspot_deals/014_sbp-008-14_02_hubspot_deals.xml", + "reason": "SBP-008-14 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.", + "record_id": "8000820013", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/031_sbp-008-15_04_call_evidence.html", + "deadline": "2026-09-08", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-008-15", + "id": "CHG-008-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-008-15", + "primary_source": "/workspace/documents/02_hubspot_deals/015_sbp-008-15_02_hubspot_deals.html", + "reason": "SBP-008-15 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB008000014", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/032_sbp-008-16_04_call_evidence.md", + "deadline": "2026-09-09", + "field": "forecast_status", + "gong_evidence_id": "GE-008-16", + "id": "CHG-008-12", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-008-16", + "primary_source": "/workspace/documents/02_hubspot_deals/016_sbp-008-16_02_hubspot_deals.md", + "reason": "SBP-008-16 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8000820015", + "system": "hubspot" + } + ], + "company": "Opal Clinical Network", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-008-opal-healthcare-commit", + "title": "Opal healthcare commit certification" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Opal Clinical Network", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "healthcare IT", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "United States", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "forecast-reconciliation" + }, + "prompt": "# Opal healthcare commit certification\n\nYou are supporting Healthcare Sales VP at Opal Clinical Network, a synthetic healthcare IT company operating in United States. The review period is 2026-Q3; use 2026-09-03 as the fixed as-of date.\n\nBusiness situation: Hospital deals cross fiscal years and contain conditional security reviews. Determine which signatures and approvals are real blockers rather than generic CRM flags and certify only executable quarter-end commits.\n\nComplete a portfolio-scale forecast reconciliation and commit inspection. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_pipeline, 02_hubspot_deals, 03_gong_briefs, 04_call_evidence, 05_forecast_snapshots, 06_rep_commits, 07_stage_policy, 08_close_plans, 09_finance_actuals, 10_territories, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-008-opal-healthcare-commit`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-008-opal-healthcare-commit", + "task_name": "Opal healthcare commit certification", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-010-solstice-fiscal-boundary.json b/tasks/sb100-010-solstice-fiscal-boundary.json new file mode 100644 index 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"task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/089_sbp-010-09_12_deliverables.md", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/090_sbp-010-10_12_deliverables.txt", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/091_sbp-010-11_12_deliverables.json", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/092_sbp-010-12_12_deliverables.csv", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/093_sbp-010-13_12_deliverables.eml", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/094_sbp-010-14_12_deliverables.xml", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/095_sbp-010-15_12_deliverables.html", + "task_files/sb100-010-solstice-fiscal-boundary/12_deliverables/096_sbp-010-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Solstice fiscal-boundary forecast reset\n\n## Executive assessment\n\nThe company changed fiscal calendars after CRM records were created. Normalize close dates and stage probabilities to the new boundary while preserving already-booked deals and documenting all excluded rows.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-010-01 — SBP-010-01\n\nSystem: salesforce; object: Opportunity; record: 006SB010000000; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-010-01 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply single_threaded under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/001_sbp-010-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-010-01_03_gong_briefs.md; Gong insight GE-010-01.\nOwner: Priya Raman; deadline: 2026-09-08.\n\n### CHG-010-02 — SBP-010-02\n\nSystem: hubspot; object: deals; record: 8001020001; field: forecast_status.\nChanged pipeline to commit. SBP-010-02 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/002_sbp-010-02_01_salesforce_pipeline.txt and /workspace/documents/03_gong_briefs/018_sbp-010-02_03_gong_briefs.txt; Gong insight GE-010-02.\nOwner: Luis Ortega; deadline: 2026-09-09.\n\n### CHG-010-03 — SBP-010-03\n\nSystem: salesforce; object: Opportunity; record: 006SB010000002; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-010-03 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/003_sbp-010-03_01_salesforce_pipeline.json and /workspace/documents/03_gong_briefs/019_sbp-010-03_03_gong_briefs.json; Gong insight GE-010-03.\nOwner: Amina Yusuf; deadline: 2026-09-10.\n\n### CHG-010-04 — SBP-010-04\n\nSystem: hubspot; object: deals; record: 8001020003; field: forecast_status.\nChanged pipeline to commit. SBP-010-04 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/004_sbp-010-04_01_salesforce_pipeline.csv and /workspace/documents/03_gong_briefs/020_sbp-010-04_03_gong_briefs.csv; Gong insight GE-010-04.\nOwner: Theo Martin; deadline: 2026-09-11.\n\n### CHG-010-05 — SBP-010-07\n\nSystem: salesforce; object: Opportunity; record: 006SB010000006; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-010-07 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/007_sbp-010-07_01_salesforce_pipeline.html and /workspace/documents/03_gong_briefs/023_sbp-010-07_03_gong_briefs.html; Gong insight GE-010-07.\nOwner: Maya Chen; deadline: 2026-09-08.\n\n### CHG-010-06 — SBP-010-08\n\nSystem: hubspot; object: deals; record: 8001020007; field: forecast_status.\nChanged pipeline to commit. SBP-010-08 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply consent_conflict under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/01_salesforce_pipeline/008_sbp-010-08_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/024_sbp-010-08_03_gong_briefs.md; Gong insight GE-010-08.\nOwner: Jon Bell; deadline: 2026-09-09.\n\n### CHG-010-07 — SBP-010-10\n\nSystem: salesforce; object: Opportunity; record: 006SB010000009; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-010-10 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/02_hubspot_deals/010_sbp-010-10_02_hubspot_deals.txt and /workspace/documents/04_call_evidence/026_sbp-010-10_04_call_evidence.txt; Gong insight GE-010-10.\nOwner: Luis Ortega; deadline: 2026-09-11.\n\n### CHG-010-08 — SBP-010-11\n\nSystem: hubspot; object: deals; record: 8001020010; field: forecast_status.\nChanged pipeline to commit. SBP-010-11 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/02_hubspot_deals/011_sbp-010-11_02_hubspot_deals.json and /workspace/documents/04_call_evidence/027_sbp-010-11_04_call_evidence.json; Gong insight GE-010-11.\nOwner: Amina Yusuf; deadline: 2026-09-12.\n\n### CHG-010-09 — SBP-010-12\n\nSystem: salesforce; object: Opportunity; record: 006SB010000011; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-010-12 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/02_hubspot_deals/012_sbp-010-12_02_hubspot_deals.csv and /workspace/documents/04_call_evidence/028_sbp-010-12_04_call_evidence.csv; Gong insight GE-010-12.\nOwner: Theo Martin; deadline: 2026-09-13.\n\n### CHG-010-10 — SBP-010-13\n\nSystem: hubspot; object: deals; record: 8001020012; field: forecast_status.\nChanged pipeline to commit. SBP-010-13 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/02_hubspot_deals/013_sbp-010-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-010-13_04_call_evidence.eml; Gong insight GE-010-13.\nOwner: Nora Kim; deadline: 2026-09-08.\n\n### CHG-010-11 — SBP-010-15\n\nSystem: salesforce; object: Opportunity; record: 006SB010000014; field: ForecastCategoryName.\nChanged Pipeline to Commit. SBP-010-15 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/02_hubspot_deals/015_sbp-010-15_02_hubspot_deals.html and /workspace/documents/04_call_evidence/031_sbp-010-15_04_call_evidence.html; Gong insight GE-010-15.\nOwner: Maya Chen; deadline: 2026-09-10.\n\n### CHG-010-12 — SBP-010-16\n\nSystem: hubspot; object: deals; record: 8001020015; field: forecast_status.\nChanged pipeline to commit. SBP-010-16 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply consent_conflict under the current FY2027-Q1 policy.\nEvidence: /workspace/documents/02_hubspot_deals/016_sbp-010-16_02_hubspot_deals.md and /workspace/documents/04_call_evidence/032_sbp-010-16_04_call_evidence.md; Gong insight GE-010-16.\nOwner: Jon Bell; deadline: 2026-09-11.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during FY2027-Q1; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-05", + "changes": [ + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/017_sbp-010-01_03_gong_briefs.md", + "deadline": "2026-09-08", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-010-01", + "id": "CHG-010-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-010-01", + "primary_source": "/workspace/documents/01_salesforce_pipeline/001_sbp-010-01_01_salesforce_pipeline.md", + "reason": "SBP-010-01 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply single_threaded under the current FY2027-Q1 policy.", + "record_id": "006SB010000000", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/018_sbp-010-02_03_gong_briefs.txt", + "deadline": "2026-09-09", + "field": "forecast_status", + "gong_evidence_id": "GE-010-02", + "id": "CHG-010-02", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-010-02", + "primary_source": "/workspace/documents/01_salesforce_pipeline/002_sbp-010-02_01_salesforce_pipeline.txt", + "reason": "SBP-010-02 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current FY2027-Q1 policy.", + "record_id": "8001020001", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/019_sbp-010-03_03_gong_briefs.json", + "deadline": "2026-09-10", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-010-03", + "id": "CHG-010-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-010-03", + "primary_source": "/workspace/documents/01_salesforce_pipeline/003_sbp-010-03_01_salesforce_pipeline.json", + "reason": "SBP-010-03 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current FY2027-Q1 policy.", + "record_id": "006SB010000002", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/020_sbp-010-04_03_gong_briefs.csv", + "deadline": "2026-09-11", + "field": "forecast_status", + "gong_evidence_id": "GE-010-04", + "id": "CHG-010-04", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-010-04", + "primary_source": "/workspace/documents/01_salesforce_pipeline/004_sbp-010-04_01_salesforce_pipeline.csv", + "reason": "SBP-010-04 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current FY2027-Q1 policy.", + "record_id": "8001020003", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/023_sbp-010-07_03_gong_briefs.html", + "deadline": "2026-09-08", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-010-07", + "id": "CHG-010-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-010-07", + "primary_source": "/workspace/documents/01_salesforce_pipeline/007_sbp-010-07_01_salesforce_pipeline.html", + "reason": "SBP-010-07 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current FY2027-Q1 policy.", + "record_id": "006SB010000006", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/03_gong_briefs/024_sbp-010-08_03_gong_briefs.md", + "deadline": "2026-09-09", + "field": "forecast_status", + "gong_evidence_id": "GE-010-08", + "id": "CHG-010-06", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-010-08", + "primary_source": "/workspace/documents/01_salesforce_pipeline/008_sbp-010-08_01_salesforce_pipeline.md", + "reason": "SBP-010-08 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply consent_conflict under the current FY2027-Q1 policy.", + "record_id": "8001020007", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/026_sbp-010-10_04_call_evidence.txt", + "deadline": "2026-09-11", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-010-10", + "id": "CHG-010-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-010-10", + "primary_source": "/workspace/documents/02_hubspot_deals/010_sbp-010-10_02_hubspot_deals.txt", + "reason": "SBP-010-10 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current FY2027-Q1 policy.", + "record_id": "006SB010000009", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/027_sbp-010-11_04_call_evidence.json", + "deadline": "2026-09-12", + "field": "forecast_status", + "gong_evidence_id": "GE-010-11", + "id": "CHG-010-08", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-010-11", + "primary_source": "/workspace/documents/02_hubspot_deals/011_sbp-010-11_02_hubspot_deals.json", + "reason": "SBP-010-11 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current FY2027-Q1 policy.", + "record_id": "8001020010", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/028_sbp-010-12_04_call_evidence.csv", + "deadline": "2026-09-13", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-010-12", + "id": "CHG-010-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-010-12", + "primary_source": "/workspace/documents/02_hubspot_deals/012_sbp-010-12_02_hubspot_deals.csv", + "reason": "SBP-010-12 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current FY2027-Q1 policy.", + "record_id": "006SB010000011", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/029_sbp-010-13_04_call_evidence.eml", + "deadline": "2026-09-08", + "field": "forecast_status", + "gong_evidence_id": "GE-010-13", + "id": "CHG-010-10", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-010-13", + "primary_source": "/workspace/documents/02_hubspot_deals/013_sbp-010-13_02_hubspot_deals.eml", + "reason": "SBP-010-13 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current FY2027-Q1 policy.", + "record_id": "8001020012", + "system": "hubspot" + }, + { + "after": "Commit", + "before": "Pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/031_sbp-010-15_04_call_evidence.html", + "deadline": "2026-09-10", + "field": "ForecastCategoryName", + "gong_evidence_id": "GE-010-15", + "id": "CHG-010-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-010-15", + "primary_source": "/workspace/documents/02_hubspot_deals/015_sbp-010-15_02_hubspot_deals.html", + "reason": "SBP-010-15 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current FY2027-Q1 policy.", + "record_id": "006SB010000014", + "system": "salesforce" + }, + { + "after": "commit", + "before": "pipeline", + "corroborating_source": "/workspace/documents/04_call_evidence/032_sbp-010-16_04_call_evidence.md", + "deadline": "2026-09-11", + "field": "forecast_status", + "gong_evidence_id": "GE-010-16", + "id": "CHG-010-12", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-010-16", + "primary_source": "/workspace/documents/02_hubspot_deals/016_sbp-010-16_02_hubspot_deals.md", + "reason": "SBP-010-16 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply consent_conflict under the current FY2027-Q1 policy.", + "record_id": "8001020015", + "system": "hubspot" + } + ], + "company": "Solstice Learning", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-010-solstice-fiscal-boundary", + "title": "Solstice fiscal-boundary forecast reset" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Solstice Learning", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "education technology", + "llm_judge": false, + "period": "FY2027-Q1", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "forecast-reconciliation" + }, + "prompt": "# Solstice fiscal-boundary forecast reset\n\nYou are supporting Revenue Accounting Manager at Solstice Learning, a synthetic education technology company operating in Global. The review period is FY2027-Q1; use 2026-09-05 as the fixed as-of date.\n\nBusiness situation: The company changed fiscal calendars after CRM records were created. Normalize close dates and stage probabilities to the new boundary while preserving already-booked deals and documenting all excluded rows.\n\nComplete a portfolio-scale forecast reconciliation and commit inspection. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_pipeline, 02_hubspot_deals, 03_gong_briefs, 04_call_evidence, 05_forecast_snapshots, 06_rep_commits, 07_stage_policy, 08_close_plans, 09_finance_actuals, 10_territories, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-010-solstice-fiscal-boundary`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-010-solstice-fiscal-boundary", + "task_name": "Solstice fiscal-boundary forecast reset", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-013-cinder-manufacturing-slips.json b/tasks/sb100-013-cinder-manufacturing-slips.json new file mode 100644 index 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Flag deals where buyer timing and current stage are materially inconsistent.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-013-01 — SBP-013-01\n\nSystem: salesforce; object: Task; record: 00TSB013000000; field: Status.\nChanged Deferred to Not Started. SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/001_sbp-013-01_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/017_sbp-013-01_03_hubspot_activity.md; Gong insight GE-013-01.\nOwner: Theo Martin; deadline: 2026-09-11.\n\n### CHG-013-02 — SBP-013-02\n\nSystem: hubspot; object: tasks; record: 8001340001; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/002_sbp-013-02_01_open_opportunities.txt and /workspace/documents/03_hubspot_activity/018_sbp-013-02_03_hubspot_activity.txt; Gong insight GE-013-02.\nOwner: Nora Kim; deadline: 2026-09-12.\n\n### CHG-013-03 — SBP-013-03\n\nSystem: salesforce; object: Task; record: 00TSB013000002; field: Status.\nChanged Deferred to Not Started. SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/003_sbp-013-03_01_open_opportunities.json and /workspace/documents/03_hubspot_activity/019_sbp-013-03_03_hubspot_activity.json; Gong insight GE-013-03.\nOwner: Elena Rossi; deadline: 2026-09-13.\n\n### CHG-013-04 — SBP-013-04\n\nSystem: hubspot; object: tasks; record: 8001340003; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/004_sbp-013-04_01_open_opportunities.csv and /workspace/documents/03_hubspot_activity/020_sbp-013-04_03_hubspot_activity.csv; Gong insight GE-013-04.\nOwner: Maya Chen; deadline: 2026-09-14.\n\n### CHG-013-05 — SBP-013-05\n\nSystem: salesforce; object: Task; record: 00TSB013000004; field: Status.\nChanged Deferred to Not Started. SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/005_sbp-013-05_01_open_opportunities.eml and /workspace/documents/03_hubspot_activity/021_sbp-013-05_03_hubspot_activity.eml; Gong insight GE-013-05.\nOwner: Jon Bell; deadline: 2026-09-15.\n\n### CHG-013-06 — SBP-013-07\n\nSystem: hubspot; object: tasks; record: 8001340006; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/007_sbp-013-07_01_open_opportunities.html and /workspace/documents/03_hubspot_activity/023_sbp-013-07_03_hubspot_activity.html; Gong insight GE-013-07.\nOwner: Luis Ortega; deadline: 2026-09-11.\n\n### CHG-013-07 — SBP-013-08\n\nSystem: salesforce; object: Task; record: 00TSB013000007; field: Status.\nChanged Deferred to Not Started. SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/008_sbp-013-08_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/024_sbp-013-08_03_hubspot_activity.md; Gong insight GE-013-08.\nOwner: Amina Yusuf; deadline: 2026-09-12.\n\n### CHG-013-08 — SBP-013-09\n\nSystem: hubspot; object: tasks; record: 8001340008; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/009_sbp-013-09_02_stage_history.md and /workspace/documents/04_gong_deal_questions/025_sbp-013-09_04_gong_deal_questions.md; Gong insight GE-013-09.\nOwner: Theo Martin; deadline: 2026-09-13.\n\n### CHG-013-09 — SBP-013-12\n\nSystem: salesforce; object: Task; record: 00TSB013000011; field: Status.\nChanged Deferred to Not Started. SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/012_sbp-013-12_02_stage_history.csv and /workspace/documents/04_gong_deal_questions/028_sbp-013-12_04_gong_deal_questions.csv; Gong insight GE-013-12.\nOwner: Maya Chen; deadline: 2026-09-16.\n\n### CHG-013-10 — SBP-013-13\n\nSystem: hubspot; object: tasks; record: 8001340012; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/013_sbp-013-13_02_stage_history.eml and /workspace/documents/04_gong_deal_questions/029_sbp-013-13_04_gong_deal_questions.eml; Gong insight GE-013-13.\nOwner: Jon Bell; deadline: 2026-09-11.\n\n### CHG-013-11 — SBP-013-14\n\nSystem: salesforce; object: Task; record: 00TSB013000013; field: Status.\nChanged Deferred to Not Started. SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/014_sbp-013-14_02_stage_history.xml and /workspace/documents/04_gong_deal_questions/030_sbp-013-14_04_gong_deal_questions.xml; Gong insight GE-013-14.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-013-12 — SBP-013-15\n\nSystem: hubspot; object: tasks; record: 8001340014; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/015_sbp-013-15_02_stage_history.html and /workspace/documents/04_gong_deal_questions/031_sbp-013-15_04_gong_deal_questions.html; Gong insight GE-013-15.\nOwner: Luis Ortega; deadline: 2026-09-13.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-08", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/017_sbp-013-01_03_hubspot_activity.md", + "deadline": "2026-09-11", + "field": "Status", + "gong_evidence_id": "GE-013-01", + "id": "CHG-013-01", + "object_type": "Task", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-013-01", + "primary_source": "/workspace/documents/01_open_opportunities/001_sbp-013-01_01_open_opportunities.md", + "reason": "SBP-013-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "00TSB013000000", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/018_sbp-013-02_03_hubspot_activity.txt", + "deadline": "2026-09-12", + "field": "hs_task_status", + "gong_evidence_id": "GE-013-02", + "id": "CHG-013-02", + "object_type": "tasks", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-013-02", + "primary_source": "/workspace/documents/01_open_opportunities/002_sbp-013-02_01_open_opportunities.txt", + "reason": "SBP-013-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8001340001", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/019_sbp-013-03_03_hubspot_activity.json", + "deadline": "2026-09-13", + "field": "Status", + "gong_evidence_id": "GE-013-03", + "id": "CHG-013-03", + "object_type": "Task", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-013-03", + "primary_source": "/workspace/documents/01_open_opportunities/003_sbp-013-03_01_open_opportunities.json", + "reason": "SBP-013-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "00TSB013000002", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/020_sbp-013-04_03_hubspot_activity.csv", + "deadline": "2026-09-14", + "field": "hs_task_status", + "gong_evidence_id": "GE-013-04", + "id": "CHG-013-04", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-013-04", + "primary_source": "/workspace/documents/01_open_opportunities/004_sbp-013-04_01_open_opportunities.csv", + "reason": "SBP-013-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8001340003", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/021_sbp-013-05_03_hubspot_activity.eml", + "deadline": "2026-09-15", + "field": "Status", + "gong_evidence_id": "GE-013-05", + "id": "CHG-013-05", + "object_type": "Task", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-013-05", + "primary_source": "/workspace/documents/01_open_opportunities/005_sbp-013-05_01_open_opportunities.eml", + "reason": "SBP-013-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.", + "record_id": "00TSB013000004", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/023_sbp-013-07_03_hubspot_activity.html", + "deadline": "2026-09-11", + "field": "hs_task_status", + "gong_evidence_id": "GE-013-07", + "id": "CHG-013-06", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-013-07", + "primary_source": "/workspace/documents/01_open_opportunities/007_sbp-013-07_01_open_opportunities.html", + "reason": "SBP-013-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8001340006", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/024_sbp-013-08_03_hubspot_activity.md", + "deadline": "2026-09-12", + "field": "Status", + "gong_evidence_id": "GE-013-08", + "id": "CHG-013-07", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-013-08", + "primary_source": "/workspace/documents/01_open_opportunities/008_sbp-013-08_01_open_opportunities.md", + "reason": "SBP-013-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "00TSB013000007", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/025_sbp-013-09_04_gong_deal_questions.md", + "deadline": "2026-09-13", + "field": "hs_task_status", + "gong_evidence_id": "GE-013-09", + "id": "CHG-013-08", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-013-09", + "primary_source": "/workspace/documents/02_stage_history/009_sbp-013-09_02_stage_history.md", + "reason": "SBP-013-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8001340008", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/028_sbp-013-12_04_gong_deal_questions.csv", + "deadline": "2026-09-16", + "field": "Status", + "gong_evidence_id": "GE-013-12", + "id": "CHG-013-09", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-013-12", + "primary_source": "/workspace/documents/02_stage_history/012_sbp-013-12_02_stage_history.csv", + "reason": "SBP-013-12 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00TSB013000011", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/029_sbp-013-13_04_gong_deal_questions.eml", + "deadline": "2026-09-11", + "field": "hs_task_status", + "gong_evidence_id": "GE-013-13", + "id": "CHG-013-10", + "object_type": "tasks", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-013-13", + "primary_source": "/workspace/documents/02_stage_history/013_sbp-013-13_02_stage_history.eml", + "reason": "SBP-013-13 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.", + "record_id": "8001340012", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/030_sbp-013-14_04_gong_deal_questions.xml", + "deadline": "2026-09-12", + "field": "Status", + "gong_evidence_id": "GE-013-14", + "id": "CHG-013-11", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-013-14", + "primary_source": "/workspace/documents/02_stage_history/014_sbp-013-14_02_stage_history.xml", + "reason": "SBP-013-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00TSB013000013", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/031_sbp-013-15_04_gong_deal_questions.html", + "deadline": "2026-09-13", + "field": "hs_task_status", + "gong_evidence_id": "GE-013-15", + "id": "CHG-013-12", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-013-15", + "primary_source": "/workspace/documents/02_stage_history/015_sbp-013-15_02_stage_history.html", + "reason": "SBP-013-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8001340014", + "system": "hubspot" + } + ], + "company": "Cinder Logistics", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-013-cinder-manufacturing-slips", + "title": "Cinder manufacturing slippage review" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Cinder Logistics", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "supply-chain software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "pipeline-recovery" + }, + "prompt": "# Cinder manufacturing slippage review\n\nYou are supporting EMEA Sales Director at Cinder Logistics, a synthetic supply-chain software company operating in EMEA. The review period is 2026-Q4; use 2026-09-08 as the fixed as-of date.\n\nBusiness situation: Plant shutdown calendars pushed implementation dates, while reps repeatedly moved CRM close dates without updating mutual action plans. Flag deals where buyer timing and current stage are materially inconsistent.\n\nComplete a portfolio-scale stalled-pipeline cleanup and next-step recovery. The evidence room contains exactly 96 records in twelve workstreams: 01_open_opportunities, 02_stage_history, 03_hubspot_activity, 04_gong_deal_questions, 05_next_steps, 06_calendar, 07_owner_roster, 08_slippage, 09_support_risks, 10_playbooks, 11_exclusions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-013-cinder-manufacturing-slips`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-013-cinder-manufacturing-slips", + "task_name": "Cinder manufacturing slippage review", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-014-drift-renewal-blockers.json b/tasks/sb100-014-drift-renewal-blockers.json new file mode 100644 index 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Create one owned recovery task per actionable blocker and leave accounts already in formal notice untouched.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-014-01 — SBP-014-02\n\nSystem: salesforce; object: Task; record: 00TSB014000001; field: Status.\nChanged Deferred to Not Started. SBP-014-02 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/002_sbp-014-02_01_open_opportunities.txt and /workspace/documents/03_hubspot_activity/018_sbp-014-02_03_hubspot_activity.txt; Gong insight GE-014-02.\nOwner: Elena Rossi; deadline: 2026-09-13.\n\n### CHG-014-02 — SBP-014-03\n\nSystem: hubspot; object: tasks; record: 8001440002; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-014-03 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/003_sbp-014-03_01_open_opportunities.json and /workspace/documents/03_hubspot_activity/019_sbp-014-03_03_hubspot_activity.json; Gong insight GE-014-03.\nOwner: Maya Chen; deadline: 2026-09-14.\n\n### CHG-014-03 — SBP-014-04\n\nSystem: salesforce; object: Task; record: 00TSB014000003; field: Status.\nChanged Deferred to Not Started. SBP-014-04 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/004_sbp-014-04_01_open_opportunities.csv and /workspace/documents/03_hubspot_activity/020_sbp-014-04_03_hubspot_activity.csv; Gong insight GE-014-04.\nOwner: Jon Bell; deadline: 2026-09-15.\n\n### CHG-014-04 — SBP-014-05\n\nSystem: hubspot; object: tasks; record: 8001440004; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-014-05 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/005_sbp-014-05_01_open_opportunities.eml and /workspace/documents/03_hubspot_activity/021_sbp-014-05_03_hubspot_activity.eml; Gong insight GE-014-05.\nOwner: Priya Raman; deadline: 2026-09-16.\n\n### CHG-014-05 — SBP-014-06\n\nSystem: salesforce; object: Task; record: 00TSB014000005; field: Status.\nChanged Deferred to Not Started. SBP-014-06 qualifies for targeted follow-up creation because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/006_sbp-014-06_01_open_opportunities.xml and /workspace/documents/03_hubspot_activity/022_sbp-014-06_03_hubspot_activity.xml; Gong insight GE-014-06.\nOwner: Luis Ortega; deadline: 2026-09-17.\n\n### CHG-014-06 — SBP-014-07\n\nSystem: hubspot; object: tasks; record: 8001440006; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-014-07 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/007_sbp-014-07_01_open_opportunities.html and /workspace/documents/03_hubspot_activity/023_sbp-014-07_03_hubspot_activity.html; Gong insight GE-014-07.\nOwner: Amina Yusuf; deadline: 2026-09-12.\n\n### CHG-014-07 — SBP-014-10\n\nSystem: salesforce; object: Task; record: 00TSB014000009; field: Status.\nChanged Deferred to Not Started. SBP-014-10 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/010_sbp-014-10_02_stage_history.txt and /workspace/documents/04_gong_deal_questions/026_sbp-014-10_04_gong_deal_questions.txt; Gong insight GE-014-10.\nOwner: Elena Rossi; deadline: 2026-09-15.\n\n### CHG-014-08 — SBP-014-11\n\nSystem: hubspot; object: tasks; record: 8001440010; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-014-11 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/011_sbp-014-11_02_stage_history.json and /workspace/documents/04_gong_deal_questions/027_sbp-014-11_04_gong_deal_questions.json; Gong insight GE-014-11.\nOwner: Maya Chen; deadline: 2026-09-16.\n\n### CHG-014-09 — SBP-014-13\n\nSystem: salesforce; object: Task; record: 00TSB014000012; field: Status.\nChanged Deferred to Not Started. SBP-014-13 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/013_sbp-014-13_02_stage_history.eml and /workspace/documents/04_gong_deal_questions/029_sbp-014-13_04_gong_deal_questions.eml; Gong insight GE-014-13.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-014-10 — SBP-014-14\n\nSystem: hubspot; object: tasks; record: 8001440013; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-014-14 qualifies for targeted follow-up creation because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/014_sbp-014-14_02_stage_history.xml and /workspace/documents/04_gong_deal_questions/030_sbp-014-14_04_gong_deal_questions.xml; Gong insight GE-014-14.\nOwner: Luis Ortega; deadline: 2026-09-13.\n\n### CHG-014-11 — SBP-014-15\n\nSystem: salesforce; object: Task; record: 00TSB014000014; field: Status.\nChanged Deferred to Not Started. SBP-014-15 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/015_sbp-014-15_02_stage_history.html and /workspace/documents/04_gong_deal_questions/031_sbp-014-15_04_gong_deal_questions.html; Gong insight GE-014-15.\nOwner: Amina Yusuf; deadline: 2026-09-14.\n\n### CHG-014-12 — SBP-014-16\n\nSystem: hubspot; object: tasks; record: 8001440015; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-014-16 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/016_sbp-014-16_02_stage_history.md and /workspace/documents/04_gong_deal_questions/032_sbp-014-16_04_gong_deal_questions.md; Gong insight GE-014-16.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-09", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/018_sbp-014-02_03_hubspot_activity.txt", + "deadline": "2026-09-13", + "field": "Status", + "gong_evidence_id": "GE-014-02", + "id": "CHG-014-01", + "object_type": "Task", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-014-02", + "primary_source": "/workspace/documents/01_open_opportunities/002_sbp-014-02_01_open_opportunities.txt", + "reason": "SBP-014-02 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00TSB014000001", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/019_sbp-014-03_03_hubspot_activity.json", + "deadline": "2026-09-14", + "field": "hs_task_status", + "gong_evidence_id": "GE-014-03", + "id": "CHG-014-02", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-014-03", + "primary_source": "/workspace/documents/01_open_opportunities/003_sbp-014-03_01_open_opportunities.json", + "reason": "SBP-014-03 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8001440002", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/020_sbp-014-04_03_hubspot_activity.csv", + "deadline": "2026-09-15", + "field": "Status", + "gong_evidence_id": "GE-014-04", + "id": "CHG-014-03", + "object_type": "Task", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-014-04", + "primary_source": "/workspace/documents/01_open_opportunities/004_sbp-014-04_01_open_opportunities.csv", + "reason": "SBP-014-04 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00TSB014000003", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/021_sbp-014-05_03_hubspot_activity.eml", + "deadline": "2026-09-16", + "field": "hs_task_status", + "gong_evidence_id": "GE-014-05", + "id": "CHG-014-04", + "object_type": "tasks", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-014-05", + "primary_source": "/workspace/documents/01_open_opportunities/005_sbp-014-05_01_open_opportunities.eml", + "reason": "SBP-014-05 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8001440004", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/022_sbp-014-06_03_hubspot_activity.xml", + "deadline": "2026-09-17", + "field": "Status", + "gong_evidence_id": "GE-014-06", + "id": "CHG-014-05", + "object_type": "Task", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-014-06", + "primary_source": "/workspace/documents/01_open_opportunities/006_sbp-014-06_01_open_opportunities.xml", + "reason": "SBP-014-06 qualifies for targeted follow-up creation because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00TSB014000005", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/023_sbp-014-07_03_hubspot_activity.html", + "deadline": "2026-09-12", + "field": "hs_task_status", + "gong_evidence_id": "GE-014-07", + "id": "CHG-014-06", + "object_type": "tasks", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-014-07", + "primary_source": "/workspace/documents/01_open_opportunities/007_sbp-014-07_01_open_opportunities.html", + "reason": "SBP-014-07 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8001440006", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/026_sbp-014-10_04_gong_deal_questions.txt", + "deadline": "2026-09-15", + "field": "Status", + "gong_evidence_id": "GE-014-10", + "id": "CHG-014-07", + "object_type": "Task", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-014-10", + "primary_source": "/workspace/documents/02_stage_history/010_sbp-014-10_02_stage_history.txt", + "reason": "SBP-014-10 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00TSB014000009", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/027_sbp-014-11_04_gong_deal_questions.json", + "deadline": "2026-09-16", + "field": "hs_task_status", + "gong_evidence_id": "GE-014-11", + "id": "CHG-014-08", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-014-11", + "primary_source": "/workspace/documents/02_stage_history/011_sbp-014-11_02_stage_history.json", + "reason": "SBP-014-11 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8001440010", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/029_sbp-014-13_04_gong_deal_questions.eml", + "deadline": "2026-09-12", + "field": "Status", + "gong_evidence_id": "GE-014-13", + "id": "CHG-014-09", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-014-13", + "primary_source": "/workspace/documents/02_stage_history/013_sbp-014-13_02_stage_history.eml", + "reason": "SBP-014-13 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00TSB014000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/030_sbp-014-14_04_gong_deal_questions.xml", + "deadline": "2026-09-13", + "field": "hs_task_status", + "gong_evidence_id": "GE-014-14", + "id": "CHG-014-10", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-014-14", + "primary_source": "/workspace/documents/02_stage_history/014_sbp-014-14_02_stage_history.xml", + "reason": "SBP-014-14 qualifies for targeted follow-up creation because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8001440013", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/031_sbp-014-15_04_gong_deal_questions.html", + "deadline": "2026-09-14", + "field": "Status", + "gong_evidence_id": "GE-014-15", + "id": "CHG-014-11", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-014-15", + "primary_source": "/workspace/documents/02_stage_history/015_sbp-014-15_02_stage_history.html", + "reason": "SBP-014-15 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00TSB014000014", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/032_sbp-014-16_04_gong_deal_questions.md", + "deadline": "2026-09-15", + "field": "hs_task_status", + "gong_evidence_id": "GE-014-16", + "id": "CHG-014-12", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-014-16", + "primary_source": "/workspace/documents/02_stage_history/016_sbp-014-16_02_stage_history.md", + "reason": "SBP-014-16 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.", + "record_id": "8001440015", + "system": "hubspot" + } + ], + "company": "Driftwood Media Systems", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-014-drift-renewal-blockers", + "title": "Driftwood renewal blocker cleanup" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Driftwood Media Systems", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "media technology", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "pipeline-recovery" + }, + "prompt": "# Driftwood renewal blocker cleanup\n\nYou are supporting Renewals Director at Driftwood Media Systems, a synthetic media technology company operating in North America. The review period is 2026-Q3; use 2026-09-09 as the fixed as-of date.\n\nBusiness situation: Renewal opportunities lack next steps even though Gong captured pricing objections and service incidents. Create one owned recovery task per actionable blocker and leave accounts already in formal notice untouched.\n\nComplete a portfolio-scale stalled-pipeline cleanup and next-step recovery. The evidence room contains exactly 96 records in twelve workstreams: 01_open_opportunities, 02_stage_history, 03_hubspot_activity, 04_gong_deal_questions, 05_next_steps, 06_calendar, 07_owner_roster, 08_slippage, 09_support_risks, 10_playbooks, 11_exclusions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-014-drift-renewal-blockers`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-014-drift-renewal-blockers", + "task_name": "Driftwood renewal blocker cleanup", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-017-granite-security-reviews.json b/tasks/sb100-017-granite-security-reviews.json new file mode 100644 index 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Identify opportunities truly blocked on vendor action and create tasks for the responsible specialist, not the account executive by default.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-017-01 — SBP-017-01\n\nSystem: salesforce; object: Task; record: 00TSB017000000; field: Status.\nChanged Deferred to Not Started. SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/001_sbp-017-01_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/017_sbp-017-01_03_hubspot_activity.md; Gong insight GE-017-01.\nOwner: Jon Bell; deadline: 2026-09-15.\n\n### CHG-017-02 — SBP-017-02\n\nSystem: hubspot; object: tasks; record: 8001740001; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/002_sbp-017-02_01_open_opportunities.txt and /workspace/documents/03_hubspot_activity/018_sbp-017-02_03_hubspot_activity.txt; Gong insight GE-017-02.\nOwner: Priya Raman; deadline: 2026-09-16.\n\n### CHG-017-03 — SBP-017-03\n\nSystem: salesforce; object: Task; record: 00TSB017000002; field: Status.\nChanged Deferred to Not Started. SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/003_sbp-017-03_01_open_opportunities.json and /workspace/documents/03_hubspot_activity/019_sbp-017-03_03_hubspot_activity.json; Gong insight GE-017-03.\nOwner: Luis Ortega; deadline: 2026-09-17.\n\n### CHG-017-04 — SBP-017-04\n\nSystem: hubspot; object: tasks; record: 8001740003; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/004_sbp-017-04_01_open_opportunities.csv and /workspace/documents/03_hubspot_activity/020_sbp-017-04_03_hubspot_activity.csv; Gong insight GE-017-04.\nOwner: Amina Yusuf; deadline: 2026-09-18.\n\n### CHG-017-05 — SBP-017-05\n\nSystem: salesforce; object: Task; record: 00TSB017000004; field: Status.\nChanged Deferred to Not Started. SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/005_sbp-017-05_01_open_opportunities.eml and /workspace/documents/03_hubspot_activity/021_sbp-017-05_03_hubspot_activity.eml; Gong insight GE-017-05.\nOwner: Theo Martin; deadline: 2026-09-19.\n\n### CHG-017-06 — SBP-017-07\n\nSystem: hubspot; object: tasks; record: 8001740006; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/007_sbp-017-07_01_open_opportunities.html and /workspace/documents/03_hubspot_activity/023_sbp-017-07_03_hubspot_activity.html; Gong insight GE-017-07.\nOwner: Elena Rossi; deadline: 2026-09-15.\n\n### CHG-017-07 — SBP-017-08\n\nSystem: salesforce; object: Task; record: 00TSB017000007; field: Status.\nChanged Deferred to Not Started. SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_open_opportunities/008_sbp-017-08_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/024_sbp-017-08_03_hubspot_activity.md; Gong insight GE-017-08.\nOwner: Maya Chen; deadline: 2026-09-16.\n\n### CHG-017-08 — SBP-017-09\n\nSystem: hubspot; object: tasks; record: 8001740008; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/009_sbp-017-09_02_stage_history.md and /workspace/documents/04_gong_deal_questions/025_sbp-017-09_04_gong_deal_questions.md; Gong insight GE-017-09.\nOwner: Jon Bell; deadline: 2026-09-17.\n\n### CHG-017-09 — SBP-017-10\n\nSystem: salesforce; object: Task; record: 00TSB017000009; field: Status.\nChanged Deferred to Not Started. SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/010_sbp-017-10_02_stage_history.txt and /workspace/documents/04_gong_deal_questions/026_sbp-017-10_04_gong_deal_questions.txt; Gong insight GE-017-10.\nOwner: Priya Raman; deadline: 2026-09-18.\n\n### CHG-017-10 — SBP-017-11\n\nSystem: hubspot; object: tasks; record: 8001740010; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/011_sbp-017-11_02_stage_history.json and /workspace/documents/04_gong_deal_questions/027_sbp-017-11_04_gong_deal_questions.json; Gong insight GE-017-11.\nOwner: Luis Ortega; deadline: 2026-09-19.\n\n### CHG-017-11 — SBP-017-14\n\nSystem: salesforce; object: Task; record: 00TSB017000013; field: Status.\nChanged Deferred to Not Started. SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/014_sbp-017-14_02_stage_history.xml and /workspace/documents/04_gong_deal_questions/030_sbp-017-14_04_gong_deal_questions.xml; Gong insight GE-017-14.\nOwner: Nora Kim; deadline: 2026-09-16.\n\n### CHG-017-12 — SBP-017-15\n\nSystem: hubspot; object: tasks; record: 8001740014; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_stage_history/015_sbp-017-15_02_stage_history.html and /workspace/documents/04_gong_deal_questions/031_sbp-017-15_04_gong_deal_questions.html; Gong insight GE-017-15.\nOwner: Elena Rossi; deadline: 2026-09-17.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-12", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/017_sbp-017-01_03_hubspot_activity.md", + "deadline": "2026-09-15", + "field": "Status", + "gong_evidence_id": "GE-017-01", + "id": "CHG-017-01", + "object_type": "Task", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-017-01", + "primary_source": "/workspace/documents/01_open_opportunities/001_sbp-017-01_01_open_opportunities.md", + "reason": "SBP-017-01 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "record_id": "00TSB017000000", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/018_sbp-017-02_03_hubspot_activity.txt", + "deadline": "2026-09-16", + "field": "hs_task_status", + "gong_evidence_id": "GE-017-02", + "id": "CHG-017-02", + "object_type": "tasks", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-017-02", + "primary_source": "/workspace/documents/01_open_opportunities/002_sbp-017-02_01_open_opportunities.txt", + "reason": "SBP-017-02 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8001740001", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/019_sbp-017-03_03_hubspot_activity.json", + "deadline": "2026-09-17", + "field": "Status", + "gong_evidence_id": "GE-017-03", + "id": "CHG-017-03", + "object_type": "Task", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-017-03", + "primary_source": "/workspace/documents/01_open_opportunities/003_sbp-017-03_01_open_opportunities.json", + "reason": "SBP-017-03 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "00TSB017000002", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/020_sbp-017-04_03_hubspot_activity.csv", + "deadline": "2026-09-18", + "field": "hs_task_status", + "gong_evidence_id": "GE-017-04", + "id": "CHG-017-04", + "object_type": "tasks", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-017-04", + "primary_source": "/workspace/documents/01_open_opportunities/004_sbp-017-04_01_open_opportunities.csv", + "reason": "SBP-017-04 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8001740003", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/021_sbp-017-05_03_hubspot_activity.eml", + "deadline": "2026-09-19", + "field": "Status", + "gong_evidence_id": "GE-017-05", + "id": "CHG-017-05", + "object_type": "Task", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-017-05", + "primary_source": "/workspace/documents/01_open_opportunities/005_sbp-017-05_01_open_opportunities.eml", + "reason": "SBP-017-05 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "00TSB017000004", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/023_sbp-017-07_03_hubspot_activity.html", + "deadline": "2026-09-15", + "field": "hs_task_status", + "gong_evidence_id": "GE-017-07", + "id": "CHG-017-06", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-017-07", + "primary_source": "/workspace/documents/01_open_opportunities/007_sbp-017-07_01_open_opportunities.html", + "reason": "SBP-017-07 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8001740006", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/024_sbp-017-08_03_hubspot_activity.md", + "deadline": "2026-09-16", + "field": "Status", + "gong_evidence_id": "GE-017-08", + "id": "CHG-017-07", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-017-08", + "primary_source": "/workspace/documents/01_open_opportunities/008_sbp-017-08_01_open_opportunities.md", + "reason": "SBP-017-08 qualifies for targeted follow-up creation because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00TSB017000007", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/025_sbp-017-09_04_gong_deal_questions.md", + "deadline": "2026-09-17", + "field": "hs_task_status", + "gong_evidence_id": "GE-017-09", + "id": "CHG-017-08", + "object_type": "tasks", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-017-09", + "primary_source": "/workspace/documents/02_stage_history/009_sbp-017-09_02_stage_history.md", + "reason": "SBP-017-09 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "record_id": "8001740008", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/026_sbp-017-10_04_gong_deal_questions.txt", + "deadline": "2026-09-18", + "field": "Status", + "gong_evidence_id": "GE-017-10", + "id": "CHG-017-09", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-017-10", + "primary_source": "/workspace/documents/02_stage_history/010_sbp-017-10_02_stage_history.txt", + "reason": "SBP-017-10 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00TSB017000009", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/027_sbp-017-11_04_gong_deal_questions.json", + "deadline": "2026-09-19", + "field": "hs_task_status", + "gong_evidence_id": "GE-017-11", + "id": "CHG-017-10", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-017-11", + "primary_source": "/workspace/documents/02_stage_history/011_sbp-017-11_02_stage_history.json", + "reason": "SBP-017-11 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8001740010", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/030_sbp-017-14_04_gong_deal_questions.xml", + "deadline": "2026-09-16", + "field": "Status", + "gong_evidence_id": "GE-017-14", + "id": "CHG-017-11", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-017-14", + "primary_source": "/workspace/documents/02_stage_history/014_sbp-017-14_02_stage_history.xml", + "reason": "SBP-017-14 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00TSB017000013", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/031_sbp-017-15_04_gong_deal_questions.html", + "deadline": "2026-09-17", + "field": "hs_task_status", + "gong_evidence_id": "GE-017-15", + "id": "CHG-017-12", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-017-15", + "primary_source": "/workspace/documents/02_stage_history/015_sbp-017-15_02_stage_history.html", + "reason": "SBP-017-15 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8001740014", + "system": "hubspot" + } + ], + "company": "Granite Commerce", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-017-granite-security-reviews", + "title": "Granite security-review acceleration" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Granite Commerce", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "commerce platform", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "pipeline-recovery" + }, + "prompt": "# Granite security-review acceleration\n\nYou are supporting Enterprise Sales VP at Granite Commerce, a synthetic commerce platform company operating in North America. The review period is 2026-Q4; use 2026-09-12 as the fixed as-of date.\n\nBusiness situation: Security questionnaires are scattered across activities and call briefs. Identify opportunities truly blocked on vendor action and create tasks for the responsible specialist, not the account executive by default.\n\nComplete a portfolio-scale stalled-pipeline cleanup and next-step recovery. The evidence room contains exactly 96 records in twelve workstreams: 01_open_opportunities, 02_stage_history, 03_hubspot_activity, 04_gong_deal_questions, 05_next_steps, 06_calendar, 07_owner_roster, 08_slippage, 09_support_risks, 10_playbooks, 11_exclusions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-017-granite-security-reviews`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-017-granite-security-reviews", + "task_name": "Granite security-review acceleration", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-020-juniper-partner-handoffs.json b/tasks/sb100-020-juniper-partner-handoffs.json new file mode 100644 index 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Recover the correct direct and partner owners from territory rules, create coordinated tasks, and avoid reassigning the underlying opportunity.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-020-01 — SBP-020-02\n\nSystem: salesforce; object: Task; record: 00TSB020000001; field: Status.\nChanged Deferred to Not Started. SBP-020-02 qualifies for targeted follow-up creation because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/002_sbp-020-02_01_open_opportunities.txt and /workspace/documents/03_hubspot_activity/018_sbp-020-02_03_hubspot_activity.txt; Gong insight GE-020-02.\nOwner: Theo Martin; deadline: 2026-08-31.\n\n### CHG-020-02 — SBP-020-03\n\nSystem: hubspot; object: tasks; record: 8002040002; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-020-03 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/003_sbp-020-03_01_open_opportunities.json and /workspace/documents/03_hubspot_activity/019_sbp-020-03_03_hubspot_activity.json; Gong insight GE-020-03.\nOwner: Nora Kim; deadline: 2026-09-01.\n\n### CHG-020-03 — SBP-020-04\n\nSystem: salesforce; object: Task; record: 00TSB020000003; field: Status.\nChanged Deferred to Not Started. SBP-020-04 qualifies for targeted follow-up creation because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/004_sbp-020-04_01_open_opportunities.csv and /workspace/documents/03_hubspot_activity/020_sbp-020-04_03_hubspot_activity.csv; Gong insight GE-020-04.\nOwner: Elena Rossi; deadline: 2026-09-02.\n\n### CHG-020-04 — SBP-020-05\n\nSystem: hubspot; object: tasks; record: 8002040004; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-020-05 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/005_sbp-020-05_01_open_opportunities.eml and /workspace/documents/03_hubspot_activity/021_sbp-020-05_03_hubspot_activity.eml; Gong insight GE-020-05.\nOwner: Maya Chen; deadline: 2026-09-03.\n\n### CHG-020-05 — SBP-020-06\n\nSystem: salesforce; object: Task; record: 00TSB020000005; field: Status.\nChanged Deferred to Not Started. SBP-020-06 qualifies for targeted follow-up creation because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/006_sbp-020-06_01_open_opportunities.xml and /workspace/documents/03_hubspot_activity/022_sbp-020-06_03_hubspot_activity.xml; Gong insight GE-020-06.\nOwner: Jon Bell; deadline: 2026-09-04.\n\n### CHG-020-06 — SBP-020-07\n\nSystem: hubspot; object: tasks; record: 8002040006; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-020-07 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/007_sbp-020-07_01_open_opportunities.html and /workspace/documents/03_hubspot_activity/023_sbp-020-07_03_hubspot_activity.html; Gong insight GE-020-07.\nOwner: Priya Raman; deadline: 2026-08-30.\n\n### CHG-020-07 — SBP-020-08\n\nSystem: salesforce; object: Task; record: 00TSB020000007; field: Status.\nChanged Deferred to Not Started. SBP-020-08 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_open_opportunities/008_sbp-020-08_01_open_opportunities.md and /workspace/documents/03_hubspot_activity/024_sbp-020-08_03_hubspot_activity.md; Gong insight GE-020-08.\nOwner: Luis Ortega; deadline: 2026-08-31.\n\n### CHG-020-08 — SBP-020-09\n\nSystem: hubspot; object: tasks; record: 8002040008; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-020-09 qualifies for targeted follow-up creation because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/009_sbp-020-09_02_stage_history.md and /workspace/documents/04_gong_deal_questions/025_sbp-020-09_04_gong_deal_questions.md; Gong insight GE-020-09.\nOwner: Amina Yusuf; deadline: 2026-09-01.\n\n### CHG-020-09 — SBP-020-10\n\nSystem: salesforce; object: Task; record: 00TSB020000009; field: Status.\nChanged Deferred to Not Started. SBP-020-10 qualifies for targeted follow-up creation because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/010_sbp-020-10_02_stage_history.txt and /workspace/documents/04_gong_deal_questions/026_sbp-020-10_04_gong_deal_questions.txt; Gong insight GE-020-10.\nOwner: Theo Martin; deadline: 2026-09-02.\n\n### CHG-020-10 — SBP-020-11\n\nSystem: hubspot; object: tasks; record: 8002040010; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-020-11 qualifies for targeted follow-up creation because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/011_sbp-020-11_02_stage_history.json and /workspace/documents/04_gong_deal_questions/027_sbp-020-11_04_gong_deal_questions.json; Gong insight GE-020-11.\nOwner: Nora Kim; deadline: 2026-09-03.\n\n### CHG-020-11 — SBP-020-13\n\nSystem: salesforce; object: Task; record: 00TSB020000012; field: Status.\nChanged Deferred to Not Started. SBP-020-13 qualifies for targeted follow-up creation because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/013_sbp-020-13_02_stage_history.eml and /workspace/documents/04_gong_deal_questions/029_sbp-020-13_04_gong_deal_questions.eml; Gong insight GE-020-13.\nOwner: Maya Chen; deadline: 2026-08-30.\n\n### CHG-020-12 — SBP-020-15\n\nSystem: hubspot; object: tasks; record: 8002040014; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-020-15 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_stage_history/015_sbp-020-15_02_stage_history.html and /workspace/documents/04_gong_deal_questions/031_sbp-020-15_04_gong_deal_questions.html; Gong insight GE-020-15.\nOwner: Priya Raman; deadline: 2026-09-01.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-27", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/018_sbp-020-02_03_hubspot_activity.txt", + "deadline": "2026-08-31", + "field": "Status", + "gong_evidence_id": "GE-020-02", + "id": "CHG-020-01", + "object_type": "Task", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-020-02", + "primary_source": "/workspace/documents/01_open_opportunities/002_sbp-020-02_01_open_opportunities.txt", + "reason": "SBP-020-02 qualifies for targeted follow-up creation because security review remains seller-owned; 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apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00TSB020000005", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_hubspot_activity/023_sbp-020-07_03_hubspot_activity.html", + "deadline": "2026-08-30", + "field": "hs_task_status", + "gong_evidence_id": "GE-020-07", + "id": "CHG-020-06", + "object_type": "tasks", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-020-07", + "primary_source": "/workspace/documents/01_open_opportunities/007_sbp-020-07_01_open_opportunities.html", + "reason": "SBP-020-07 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8002040006", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_hubspot_activity/024_sbp-020-08_03_hubspot_activity.md", + "deadline": "2026-08-31", + "field": "Status", + "gong_evidence_id": "GE-020-08", + "id": "CHG-020-07", + "object_type": "Task", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-020-08", + "primary_source": "/workspace/documents/01_open_opportunities/008_sbp-020-08_01_open_opportunities.md", + "reason": "SBP-020-08 qualifies for targeted follow-up creation because renewal notice was acknowledged by procurement; 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apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "00TSB020000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_gong_deal_questions/031_sbp-020-15_04_gong_deal_questions.html", + "deadline": "2026-09-01", + "field": "hs_task_status", + "gong_evidence_id": "GE-020-15", + "id": "CHG-020-12", + "object_type": "tasks", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-020-15", + "primary_source": "/workspace/documents/02_stage_history/015_sbp-020-15_02_stage_history.html", + "reason": "SBP-020-15 qualifies for targeted follow-up creation because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8002040014", + "system": "hubspot" + } + ], + "company": "Juniper Field Service", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-020-juniper-partner-handoffs", + "title": "Juniper partner-handoff recovery" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Juniper Field Service", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "field operations software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global Channels", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "pipeline-recovery" + }, + "prompt": "# Juniper partner-handoff recovery\n\nYou are supporting Channel Operations Director at Juniper Field Service, a synthetic field operations software company operating in Global Channels. The review period is 2026-Q3; use 2026-08-27 as the fixed as-of date.\n\nBusiness situation: Reseller-owned deals stalled after demo handoffs. Recover the correct direct and partner owners from territory rules, create coordinated tasks, and avoid reassigning the underlying opportunity.\n\nComplete a portfolio-scale stalled-pipeline cleanup and next-step recovery. The evidence room contains exactly 96 records in twelve workstreams: 01_open_opportunities, 02_stage_history, 03_hubspot_activity, 04_gong_deal_questions, 05_next_steps, 06_calendar, 07_owner_roster, 08_slippage, 09_support_risks, 10_playbooks, 11_exclusions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-020-juniper-partner-handoffs`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-020-juniper-partner-handoffs", + "task_name": "Juniper partner-handoff recovery", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-022-lumen-exec-briefs.json b/tasks/sb100-022-lumen-exec-briefs.json new file mode 100644 index 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"task_files/sb100-022-lumen-exec-briefs/12_deliverables/096_sbp-022-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Lumen executive briefing sync\n\n## Executive assessment\n\nPrepare executive meetings from Gong briefs, correct stale stakeholder roles in Salesforce, and add HubSpot tasks for explicit follow-ups while excluding speculative risks from raw rep notes.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-022-01 — SBP-022-01\n\nSystem: salesforce; object: Task; record: 00TSB022000000; field: Status.\nChanged Deferred to Not Started. SBP-022-01 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/001_sbp-022-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-022-01_03_salesforce_activities.md; Gong insight GE-022-01.\nOwner: Nora Kim; deadline: 2026-09-01.\n\n### CHG-022-02 — SBP-022-02\n\nSystem: hubspot; object: tasks; record: 8002240001; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-022-02 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/002_sbp-022-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-022-02_03_salesforce_activities.txt; Gong insight GE-022-02.\nOwner: Elena Rossi; deadline: 2026-09-02.\n\n### CHG-022-03 — SBP-022-03\n\nSystem: salesforce; object: Task; record: 00TSB022000002; field: Status.\nChanged Deferred to Not Started. SBP-022-03 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/003_sbp-022-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-022-03_03_salesforce_activities.json; Gong insight GE-022-03.\nOwner: Maya Chen; deadline: 2026-09-03.\n\n### CHG-022-04 — SBP-022-06\n\nSystem: hubspot; object: tasks; record: 8002240005; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-022-06 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/006_sbp-022-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-022-06_03_salesforce_activities.xml; Gong insight GE-022-06.\nOwner: Luis Ortega; deadline: 2026-09-06.\n\n### CHG-022-05 — SBP-022-07\n\nSystem: salesforce; object: Task; record: 00TSB022000006; field: Status.\nChanged Deferred to Not Started. SBP-022-07 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/007_sbp-022-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-022-07_03_salesforce_activities.html; Gong insight GE-022-07.\nOwner: Amina Yusuf; deadline: 2026-09-01.\n\n### CHG-022-06 — SBP-022-08\n\nSystem: hubspot; object: tasks; record: 8002240007; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-022-08 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/008_sbp-022-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-022-08_03_salesforce_activities.md; Gong insight GE-022-08.\nOwner: Theo Martin; deadline: 2026-09-02.\n\n### CHG-022-07 — SBP-022-09\n\nSystem: salesforce; object: Task; record: 00TSB022000008; field: Status.\nChanged Deferred to Not Started. SBP-022-09 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/009_sbp-022-09_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/025_sbp-022-09_04_hubspot_engagements.md; Gong insight GE-022-09.\nOwner: Nora Kim; deadline: 2026-09-03.\n\n### CHG-022-08 — SBP-022-11\n\nSystem: hubspot; object: tasks; record: 8002240010; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-022-11 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/011_sbp-022-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-022-11_04_hubspot_engagements.json; Gong insight GE-022-11.\nOwner: Maya Chen; deadline: 2026-09-05.\n\n### CHG-022-09 — SBP-022-13\n\nSystem: salesforce; object: Task; record: 00TSB022000012; field: Status.\nChanged Deferred to Not Started. SBP-022-13 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/013_sbp-022-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-022-13_04_hubspot_engagements.eml; Gong insight GE-022-13.\nOwner: Priya Raman; deadline: 2026-09-01.\n\n### CHG-022-10 — SBP-022-14\n\nSystem: hubspot; object: tasks; record: 8002240013; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-022-14 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/014_sbp-022-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-022-14_04_hubspot_engagements.xml; Gong insight GE-022-14.\nOwner: Luis Ortega; deadline: 2026-09-02.\n\n### CHG-022-11 — SBP-022-15\n\nSystem: salesforce; object: Task; record: 00TSB022000014; field: Status.\nChanged Deferred to Not Started. SBP-022-15 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/015_sbp-022-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-022-15_04_hubspot_engagements.html; Gong insight GE-022-15.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-022-12 — SBP-022-16\n\nSystem: hubspot; object: tasks; record: 8002240015; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-022-16 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/016_sbp-022-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-022-16_04_hubspot_engagements.md; Gong insight GE-022-16.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-29", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/017_sbp-022-01_03_salesforce_activities.md", + "deadline": "2026-09-01", + "field": "Status", + "gong_evidence_id": "GE-022-01", + "id": "CHG-022-01", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-022-01", + "primary_source": "/workspace/documents/01_gong_calls/001_sbp-022-01_01_gong_calls.md", + "reason": "SBP-022-01 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00TSB022000000", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/018_sbp-022-02_03_salesforce_activities.txt", + "deadline": "2026-09-02", + "field": "hs_task_status", + "gong_evidence_id": "GE-022-02", + "id": "CHG-022-02", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-022-02", + "primary_source": "/workspace/documents/01_gong_calls/002_sbp-022-02_01_gong_calls.txt", + "reason": "SBP-022-02 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8002240001", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/019_sbp-022-03_03_salesforce_activities.json", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-022-03", + "id": "CHG-022-03", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-022-03", + "primary_source": "/workspace/documents/01_gong_calls/003_sbp-022-03_01_gong_calls.json", + "reason": "SBP-022-03 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "00TSB022000002", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/022_sbp-022-06_03_salesforce_activities.xml", + "deadline": "2026-09-06", + "field": "hs_task_status", + "gong_evidence_id": "GE-022-06", + "id": "CHG-022-04", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-022-06", + "primary_source": "/workspace/documents/01_gong_calls/006_sbp-022-06_01_gong_calls.xml", + "reason": "SBP-022-06 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8002240005", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/023_sbp-022-07_03_salesforce_activities.html", + "deadline": "2026-09-01", + "field": "Status", + "gong_evidence_id": "GE-022-07", + "id": "CHG-022-05", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-022-07", + "primary_source": "/workspace/documents/01_gong_calls/007_sbp-022-07_01_gong_calls.html", + "reason": "SBP-022-07 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00TSB022000006", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/024_sbp-022-08_03_salesforce_activities.md", + "deadline": "2026-09-02", + "field": "hs_task_status", + "gong_evidence_id": "GE-022-08", + "id": "CHG-022-06", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-022-08", + "primary_source": "/workspace/documents/01_gong_calls/008_sbp-022-08_01_gong_calls.md", + "reason": "SBP-022-08 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.", + "record_id": "8002240007", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/025_sbp-022-09_04_hubspot_engagements.md", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-022-09", + "id": "CHG-022-07", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-022-09", + "primary_source": "/workspace/documents/02_gong_briefs/009_sbp-022-09_02_gong_briefs.md", + "reason": "SBP-022-09 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00TSB022000008", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/027_sbp-022-11_04_hubspot_engagements.json", + "deadline": "2026-09-05", + "field": "hs_task_status", + "gong_evidence_id": "GE-022-11", + "id": "CHG-022-08", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-022-11", + "primary_source": "/workspace/documents/02_gong_briefs/011_sbp-022-11_02_gong_briefs.json", + "reason": "SBP-022-11 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8002240010", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/029_sbp-022-13_04_hubspot_engagements.eml", + "deadline": "2026-09-01", + "field": "Status", + "gong_evidence_id": "GE-022-13", + "id": "CHG-022-09", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-022-13", + "primary_source": "/workspace/documents/02_gong_briefs/013_sbp-022-13_02_gong_briefs.eml", + "reason": "SBP-022-13 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00TSB022000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/030_sbp-022-14_04_hubspot_engagements.xml", + "deadline": "2026-09-02", + "field": "hs_task_status", + "gong_evidence_id": "GE-022-14", + "id": "CHG-022-10", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-022-14", + "primary_source": "/workspace/documents/02_gong_briefs/014_sbp-022-14_02_gong_briefs.xml", + "reason": "SBP-022-14 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8002240013", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/031_sbp-022-15_04_hubspot_engagements.html", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-022-15", + "id": "CHG-022-11", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-022-15", + "primary_source": "/workspace/documents/02_gong_briefs/015_sbp-022-15_02_gong_briefs.html", + "reason": "SBP-022-15 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00TSB022000014", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/032_sbp-022-16_04_hubspot_engagements.md", + "deadline": "2026-09-04", + "field": "hs_task_status", + "gong_evidence_id": "GE-022-16", + "id": "CHG-022-12", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-022-16", + "primary_source": "/workspace/documents/02_gong_briefs/016_sbp-022-16_02_gong_briefs.md", + "reason": "SBP-022-16 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.", + "record_id": "8002240015", + "system": "hubspot" + } + ], + "company": "Lumen Care Platform", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-022-lumen-exec-briefs", + "title": "Lumen executive briefing sync" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Lumen Care Platform", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "healthcare software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "gong-action-reconciliation" + }, + "prompt": "# Lumen executive briefing sync\n\nYou are supporting Executive Programs Lead at Lumen Care Platform, a synthetic healthcare software company operating in North America. The review period is 2026-Q4; use 2026-08-29 as the fixed as-of date.\n\nBusiness situation: Prepare executive meetings from Gong briefs, correct stale stakeholder roles in Salesforce, and add HubSpot tasks for explicit follow-ups while excluding speculative risks from raw rep notes.\n\nComplete a portfolio-scale Gong-to-CRM discovery and action-item reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_gong_calls, 02_gong_briefs, 03_salesforce_activities, 04_hubspot_engagements, 05_commitments, 06_stakeholders, 07_objections, 08_competitors, 09_followups, 10_evidence_policy, 11_private_calls, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-022-lumen-exec-briefs`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-022-lumen-exec-briefs", + "task_name": "Lumen executive briefing sync", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-024-nova-mutual-plans.json b/tasks/sb100-024-nova-mutual-plans.json new file mode 100644 index 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"task_files/sb100-024-nova-mutual-plans/12_deliverables/096_sbp-024-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Nova mutual-plan commitment sync\n\n## Executive assessment\n\nMutual action plans disagree with the latest calls. Update dated CRM next steps for commitments accepted by both sides and create tasks for seller-owned actions, preserving buyer-owned items as notes.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-024-01 — SBP-024-01\n\nSystem: salesforce; object: Task; record: 00TSB024000000; field: Status.\nChanged Deferred to Not Started. SBP-024-01 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/001_sbp-024-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-024-01_03_salesforce_activities.md; Gong insight GE-024-01.\nOwner: Maya Chen; deadline: 2026-09-03.\n\n### CHG-024-02 — SBP-024-02\n\nSystem: hubspot; object: tasks; record: 8002440001; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-024-02 qualifies for grounded activity and task sync because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/002_sbp-024-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-024-02_03_salesforce_activities.txt; Gong insight GE-024-02.\nOwner: Jon Bell; deadline: 2026-09-04.\n\n### CHG-024-03 — SBP-024-03\n\nSystem: salesforce; object: Task; record: 00TSB024000002; field: Status.\nChanged Deferred to Not Started. SBP-024-03 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/003_sbp-024-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-024-03_03_salesforce_activities.json; Gong insight GE-024-03.\nOwner: Priya Raman; deadline: 2026-09-05.\n\n### CHG-024-04 — SBP-024-06\n\nSystem: hubspot; object: tasks; record: 8002440005; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-024-06 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/006_sbp-024-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-024-06_03_salesforce_activities.xml; Gong insight GE-024-06.\nOwner: Theo Martin; deadline: 2026-09-08.\n\n### CHG-024-05 — SBP-024-07\n\nSystem: salesforce; object: Task; record: 00TSB024000006; field: Status.\nChanged Deferred to Not Started. SBP-024-07 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/007_sbp-024-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-024-07_03_salesforce_activities.html; Gong insight GE-024-07.\nOwner: Nora Kim; deadline: 2026-09-03.\n\n### CHG-024-06 — SBP-024-08\n\nSystem: hubspot; object: tasks; record: 8002440007; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-024-08 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_gong_calls/008_sbp-024-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-024-08_03_salesforce_activities.md; Gong insight GE-024-08.\nOwner: Elena Rossi; deadline: 2026-09-04.\n\n### CHG-024-07 — SBP-024-09\n\nSystem: salesforce; object: Task; record: 00TSB024000008; field: Status.\nChanged Deferred to Not Started. SBP-024-09 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/009_sbp-024-09_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/025_sbp-024-09_04_hubspot_engagements.md; Gong insight GE-024-09.\nOwner: Maya Chen; deadline: 2026-09-05.\n\n### CHG-024-08 — SBP-024-12\n\nSystem: hubspot; object: tasks; record: 8002440011; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-024-12 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/012_sbp-024-12_02_gong_briefs.csv and /workspace/documents/04_hubspot_engagements/028_sbp-024-12_04_hubspot_engagements.csv; Gong insight GE-024-12.\nOwner: Luis Ortega; deadline: 2026-09-08.\n\n### CHG-024-09 — SBP-024-13\n\nSystem: salesforce; object: Task; record: 00TSB024000012; field: Status.\nChanged Deferred to Not Started. SBP-024-13 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/013_sbp-024-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-024-13_04_hubspot_engagements.eml; Gong insight GE-024-13.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-024-10 — SBP-024-14\n\nSystem: hubspot; object: tasks; record: 8002440013; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-024-14 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/014_sbp-024-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-024-14_04_hubspot_engagements.xml; Gong insight GE-024-14.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-024-11 — SBP-024-15\n\nSystem: salesforce; object: Task; record: 00TSB024000014; field: Status.\nChanged Deferred to Not Started. SBP-024-15 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/015_sbp-024-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-024-15_04_hubspot_engagements.html; Gong insight GE-024-15.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-024-12 — SBP-024-16\n\nSystem: hubspot; object: tasks; record: 8002440015; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-024-16 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_gong_briefs/016_sbp-024-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-024-16_04_hubspot_engagements.md; Gong insight GE-024-16.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-31", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/017_sbp-024-01_03_salesforce_activities.md", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-024-01", + "id": "CHG-024-01", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-024-01", + "primary_source": "/workspace/documents/01_gong_calls/001_sbp-024-01_01_gong_calls.md", + "reason": "SBP-024-01 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "00TSB024000000", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/018_sbp-024-02_03_salesforce_activities.txt", + "deadline": "2026-09-04", + "field": "hs_task_status", + "gong_evidence_id": "GE-024-02", + "id": "CHG-024-02", + "object_type": "tasks", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-024-02", + "primary_source": "/workspace/documents/01_gong_calls/002_sbp-024-02_01_gong_calls.txt", + "reason": "SBP-024-02 qualifies for grounded activity and task sync because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8002440001", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/019_sbp-024-03_03_salesforce_activities.json", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-024-03", + "id": "CHG-024-03", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-024-03", + "primary_source": "/workspace/documents/01_gong_calls/003_sbp-024-03_01_gong_calls.json", + "reason": "SBP-024-03 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00TSB024000002", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/022_sbp-024-06_03_salesforce_activities.xml", + "deadline": "2026-09-08", + "field": "hs_task_status", + "gong_evidence_id": "GE-024-06", + "id": "CHG-024-04", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-024-06", + "primary_source": "/workspace/documents/01_gong_calls/006_sbp-024-06_01_gong_calls.xml", + "reason": "SBP-024-06 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.", + "record_id": "8002440005", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/023_sbp-024-07_03_salesforce_activities.html", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-024-07", + "id": "CHG-024-05", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-024-07", + "primary_source": "/workspace/documents/01_gong_calls/007_sbp-024-07_01_gong_calls.html", + "reason": "SBP-024-07 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00TSB024000006", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/024_sbp-024-08_03_salesforce_activities.md", + "deadline": "2026-09-04", + "field": "hs_task_status", + "gong_evidence_id": "GE-024-08", + "id": "CHG-024-06", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-024-08", + "primary_source": "/workspace/documents/01_gong_calls/008_sbp-024-08_01_gong_calls.md", + "reason": "SBP-024-08 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8002440007", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/025_sbp-024-09_04_hubspot_engagements.md", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-024-09", + "id": "CHG-024-07", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-024-09", + "primary_source": "/workspace/documents/02_gong_briefs/009_sbp-024-09_02_gong_briefs.md", + "reason": "SBP-024-09 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "00TSB024000008", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/028_sbp-024-12_04_hubspot_engagements.csv", + "deadline": "2026-09-08", + "field": "hs_task_status", + "gong_evidence_id": "GE-024-12", + "id": "CHG-024-08", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-024-12", + "primary_source": "/workspace/documents/02_gong_briefs/012_sbp-024-12_02_gong_briefs.csv", + "reason": "SBP-024-12 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8002440011", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/029_sbp-024-13_04_hubspot_engagements.eml", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-024-13", + "id": "CHG-024-09", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-024-13", + "primary_source": "/workspace/documents/02_gong_briefs/013_sbp-024-13_02_gong_briefs.eml", + "reason": "SBP-024-13 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00TSB024000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/030_sbp-024-14_04_hubspot_engagements.xml", + "deadline": "2026-09-04", + "field": "hs_task_status", + "gong_evidence_id": "GE-024-14", + "id": "CHG-024-10", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-024-14", + "primary_source": "/workspace/documents/02_gong_briefs/014_sbp-024-14_02_gong_briefs.xml", + "reason": "SBP-024-14 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.", + "record_id": "8002440013", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/031_sbp-024-15_04_hubspot_engagements.html", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-024-15", + "id": "CHG-024-11", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-024-15", + "primary_source": "/workspace/documents/02_gong_briefs/015_sbp-024-15_02_gong_briefs.html", + "reason": "SBP-024-15 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00TSB024000014", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/032_sbp-024-16_04_hubspot_engagements.md", + "deadline": "2026-09-06", + "field": "hs_task_status", + "gong_evidence_id": "GE-024-16", + "id": "CHG-024-12", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-024-16", + "primary_source": "/workspace/documents/02_gong_briefs/016_sbp-024-16_02_gong_briefs.md", + "reason": "SBP-024-16 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8002440015", + "system": "hubspot" + } + ], + "company": "Nova Identity", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-024-nova-mutual-plans", + "title": "Nova mutual-plan commitment sync" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Nova Identity", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "identity security", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "gong-action-reconciliation" + }, + "prompt": "# Nova mutual-plan commitment sync\n\nYou are supporting Enterprise Enablement VP at Nova Identity, a synthetic identity security company operating in EMEA. The review period is 2026-Q4; use 2026-08-31 as the fixed as-of date.\n\nBusiness situation: Mutual action plans disagree with the latest calls. Update dated CRM next steps for commitments accepted by both sides and create tasks for seller-owned actions, preserving buyer-owned items as notes.\n\nComplete a portfolio-scale Gong-to-CRM discovery and action-item reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_gong_calls, 02_gong_briefs, 03_salesforce_activities, 04_hubspot_engagements, 05_commitments, 06_stakeholders, 07_objections, 08_competitors, 09_followups, 10_evidence_policy, 11_private_calls, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-024-nova-mutual-plans`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-024-nova-mutual-plans", + "task_name": "Nova mutual-plan commitment sync", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-025-orbit-objection-coding.json b/tasks/sb100-025-orbit-objection-coding.json new file mode 100644 index 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"task_files/sb100-025-orbit-objection-coding/12_deliverables/093_sbp-025-13_12_deliverables.eml", + "task_files/sb100-025-orbit-objection-coding/12_deliverables/094_sbp-025-14_12_deliverables.xml", + "task_files/sb100-025-orbit-objection-coding/12_deliverables/095_sbp-025-15_12_deliverables.html", + "task_files/sb100-025-orbit-objection-coding/12_deliverables/096_sbp-025-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Orbit objection taxonomy repair\n\n## Executive assessment\n\nReps used a generic loss-reason code for active deals. Classify only objections supported by Gong's account and deal insight tools and leave closed-lost reason governance outside scope.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-025-01 — SBP-025-02\n\nSystem: salesforce; object: Task; record: 00TSB025000001; field: Status.\nChanged Deferred to Not Started. SBP-025-02 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/002_sbp-025-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-025-02_03_salesforce_activities.txt; Gong insight GE-025-02.\nOwner: Priya Raman; deadline: 2026-09-05.\n\n### CHG-025-02 — SBP-025-03\n\nSystem: hubspot; object: tasks; record: 8002540002; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-025-03 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/003_sbp-025-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-025-03_03_salesforce_activities.json; Gong insight GE-025-03.\nOwner: Luis Ortega; deadline: 2026-09-06.\n\n### CHG-025-03 — SBP-025-04\n\nSystem: salesforce; object: Task; record: 00TSB025000003; field: Status.\nChanged Deferred to Not Started. SBP-025-04 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/004_sbp-025-04_01_gong_calls.csv and /workspace/documents/03_salesforce_activities/020_sbp-025-04_03_salesforce_activities.csv; Gong insight GE-025-04.\nOwner: Amina Yusuf; deadline: 2026-09-07.\n\n### CHG-025-04 — SBP-025-05\n\nSystem: hubspot; object: tasks; record: 8002540004; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-025-05 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/005_sbp-025-05_01_gong_calls.eml and /workspace/documents/03_salesforce_activities/021_sbp-025-05_03_salesforce_activities.eml; Gong insight GE-025-05.\nOwner: Theo Martin; deadline: 2026-09-08.\n\n### CHG-025-05 — SBP-025-06\n\nSystem: salesforce; object: Task; record: 00TSB025000005; field: Status.\nChanged Deferred to Not Started. SBP-025-06 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/006_sbp-025-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-025-06_03_salesforce_activities.xml; Gong insight GE-025-06.\nOwner: Nora Kim; deadline: 2026-09-09.\n\n### CHG-025-06 — SBP-025-07\n\nSystem: hubspot; object: tasks; record: 8002540006; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-025-07 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/007_sbp-025-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-025-07_03_salesforce_activities.html; Gong insight GE-025-07.\nOwner: Elena Rossi; deadline: 2026-09-04.\n\n### CHG-025-07 — SBP-025-08\n\nSystem: salesforce; object: Task; record: 00TSB025000007; field: Status.\nChanged Deferred to Not Started. SBP-025-08 qualifies for grounded activity and task sync because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/008_sbp-025-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-025-08_03_salesforce_activities.md; Gong insight GE-025-08.\nOwner: Maya Chen; deadline: 2026-09-05.\n\n### CHG-025-08 — SBP-025-12\n\nSystem: hubspot; object: tasks; record: 8002540011; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-025-12 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/012_sbp-025-12_02_gong_briefs.csv and /workspace/documents/04_hubspot_engagements/028_sbp-025-12_04_hubspot_engagements.csv; Gong insight GE-025-12.\nOwner: Amina Yusuf; deadline: 2026-09-09.\n\n### CHG-025-09 — SBP-025-13\n\nSystem: salesforce; object: Task; record: 00TSB025000012; field: Status.\nChanged Deferred to Not Started. SBP-025-13 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/013_sbp-025-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-025-13_04_hubspot_engagements.eml; Gong insight GE-025-13.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-025-10 — SBP-025-14\n\nSystem: hubspot; object: tasks; record: 8002540013; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-025-14 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/014_sbp-025-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-025-14_04_hubspot_engagements.xml; Gong insight GE-025-14.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-025-11 — SBP-025-15\n\nSystem: salesforce; object: Task; record: 00TSB025000014; field: Status.\nChanged Deferred to Not Started. SBP-025-15 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/015_sbp-025-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-025-15_04_hubspot_engagements.html; Gong insight GE-025-15.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n### CHG-025-12 — SBP-025-16\n\nSystem: hubspot; object: tasks; record: 8002540015; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-025-16 qualifies for grounded activity and task sync because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/016_sbp-025-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-025-16_04_hubspot_engagements.md; Gong insight GE-025-16.\nOwner: Maya Chen; deadline: 2026-09-07.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-01", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/018_sbp-025-02_03_salesforce_activities.txt", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-025-02", + "id": "CHG-025-01", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-025-02", + "primary_source": "/workspace/documents/01_gong_calls/002_sbp-025-02_01_gong_calls.txt", + "reason": "SBP-025-02 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "00TSB025000001", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/019_sbp-025-03_03_salesforce_activities.json", + "deadline": "2026-09-06", + "field": "hs_task_status", + "gong_evidence_id": "GE-025-03", + "id": "CHG-025-02", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-025-03", + "primary_source": "/workspace/documents/01_gong_calls/003_sbp-025-03_01_gong_calls.json", + "reason": "SBP-025-03 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8002540002", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/020_sbp-025-04_03_salesforce_activities.csv", + "deadline": "2026-09-07", + "field": "Status", + "gong_evidence_id": "GE-025-04", + "id": "CHG-025-03", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-025-04", + "primary_source": "/workspace/documents/01_gong_calls/004_sbp-025-04_01_gong_calls.csv", + "reason": "SBP-025-04 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "00TSB025000003", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/021_sbp-025-05_03_salesforce_activities.eml", + "deadline": "2026-09-08", + "field": "hs_task_status", + "gong_evidence_id": "GE-025-05", + "id": "CHG-025-04", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-025-05", + "primary_source": "/workspace/documents/01_gong_calls/005_sbp-025-05_01_gong_calls.eml", + "reason": "SBP-025-05 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8002540004", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/022_sbp-025-06_03_salesforce_activities.xml", + "deadline": "2026-09-09", + "field": "Status", + "gong_evidence_id": "GE-025-06", + "id": "CHG-025-05", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-025-06", + "primary_source": "/workspace/documents/01_gong_calls/006_sbp-025-06_01_gong_calls.xml", + "reason": "SBP-025-06 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00TSB025000005", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/023_sbp-025-07_03_salesforce_activities.html", + "deadline": "2026-09-04", + "field": "hs_task_status", + "gong_evidence_id": "GE-025-07", + "id": "CHG-025-06", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-025-07", + "primary_source": "/workspace/documents/01_gong_calls/007_sbp-025-07_01_gong_calls.html", + "reason": "SBP-025-07 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8002540006", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/024_sbp-025-08_03_salesforce_activities.md", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-025-08", + "id": "CHG-025-07", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-025-08", + "primary_source": "/workspace/documents/01_gong_calls/008_sbp-025-08_01_gong_calls.md", + "reason": "SBP-025-08 qualifies for grounded activity and task sync because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00TSB025000007", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/028_sbp-025-12_04_hubspot_engagements.csv", + "deadline": "2026-09-09", + "field": "hs_task_status", + "gong_evidence_id": "GE-025-12", + "id": "CHG-025-08", + "object_type": "tasks", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-025-12", + "primary_source": "/workspace/documents/02_gong_briefs/012_sbp-025-12_02_gong_briefs.csv", + "reason": "SBP-025-12 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8002540011", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/029_sbp-025-13_04_hubspot_engagements.eml", + "deadline": "2026-09-04", + "field": "Status", + "gong_evidence_id": "GE-025-13", + "id": "CHG-025-09", + "object_type": "Task", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-025-13", + "primary_source": "/workspace/documents/02_gong_briefs/013_sbp-025-13_02_gong_briefs.eml", + "reason": "SBP-025-13 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00TSB025000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/030_sbp-025-14_04_hubspot_engagements.xml", + "deadline": "2026-09-05", + "field": "hs_task_status", + "gong_evidence_id": "GE-025-14", + "id": "CHG-025-10", + "object_type": "tasks", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-025-14", + "primary_source": "/workspace/documents/02_gong_briefs/014_sbp-025-14_02_gong_briefs.xml", + "reason": "SBP-025-14 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8002540013", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/031_sbp-025-15_04_hubspot_engagements.html", + "deadline": "2026-09-06", + "field": "Status", + "gong_evidence_id": "GE-025-15", + "id": "CHG-025-11", + "object_type": "Task", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-025-15", + "primary_source": "/workspace/documents/02_gong_briefs/015_sbp-025-15_02_gong_briefs.html", + "reason": "SBP-025-15 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00TSB025000014", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/032_sbp-025-16_04_hubspot_engagements.md", + "deadline": "2026-09-07", + "field": "hs_task_status", + "gong_evidence_id": "GE-025-16", + "id": "CHG-025-12", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-025-16", + "primary_source": "/workspace/documents/02_gong_briefs/016_sbp-025-16_02_gong_briefs.md", + "reason": "SBP-025-16 qualifies for grounded activity and task sync because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8002540015", + "system": "hubspot" + } + ], + "company": "Orbit Manufacturing Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-025-orbit-objection-coding", + "title": "Orbit objection taxonomy repair" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Orbit Manufacturing Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "manufacturing SaaS", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "gong-action-reconciliation" + }, + "prompt": "# Orbit objection taxonomy repair\n\nYou are supporting Revenue Intelligence Manager at Orbit Manufacturing Cloud, a synthetic manufacturing SaaS company operating in North America. The review period is 2026-Q3; use 2026-09-01 as the fixed as-of date.\n\nBusiness situation: Reps used a generic loss-reason code for active deals. Classify only objections supported by Gong's account and deal insight tools and leave closed-lost reason governance outside scope.\n\nComplete a portfolio-scale Gong-to-CRM discovery and action-item reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_gong_calls, 02_gong_briefs, 03_salesforce_activities, 04_hubspot_engagements, 05_commitments, 06_stakeholders, 07_objections, 08_competitors, 09_followups, 10_evidence_policy, 11_private_calls, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-025-orbit-objection-coding`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-025-orbit-objection-coding", + "task_name": "Orbit objection taxonomy repair", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-026-palisade-handoff-notes.json b/tasks/sb100-026-palisade-handoff-notes.json new file mode 100644 index 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"task_files/sb100-026-palisade-handoff-notes/12_deliverables/093_sbp-026-13_12_deliverables.eml", + "task_files/sb100-026-palisade-handoff-notes/12_deliverables/094_sbp-026-14_12_deliverables.xml", + "task_files/sb100-026-palisade-handoff-notes/12_deliverables/095_sbp-026-15_12_deliverables.html", + "task_files/sb100-026-palisade-handoff-notes/12_deliverables/096_sbp-026-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Palisade SDR-to-AE handoff audit\n\n## Executive assessment\n\nSDR discovery notes, Gong call outcomes, and CRM qualification fields conflict. Produce grounded handoffs and repair missing qualification fields without overwriting AE-entered commercial data.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-026-01 — SBP-026-01\n\nSystem: salesforce; object: Task; record: 00TSB026000000; field: Status.\nChanged Deferred to Not Started. SBP-026-01 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/001_sbp-026-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-026-01_03_salesforce_activities.md; Gong insight GE-026-01.\nOwner: Priya Raman; deadline: 2026-09-05.\n\n### CHG-026-02 — SBP-026-02\n\nSystem: hubspot; object: tasks; record: 8002640001; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-026-02 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/002_sbp-026-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-026-02_03_salesforce_activities.txt; Gong insight GE-026-02.\nOwner: Luis Ortega; deadline: 2026-09-06.\n\n### CHG-026-03 — SBP-026-03\n\nSystem: salesforce; object: Task; record: 00TSB026000002; field: Status.\nChanged Deferred to Not Started. SBP-026-03 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/003_sbp-026-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-026-03_03_salesforce_activities.json; Gong insight GE-026-03.\nOwner: Amina Yusuf; deadline: 2026-09-07.\n\n### CHG-026-04 — SBP-026-04\n\nSystem: hubspot; object: tasks; record: 8002640003; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-026-04 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/004_sbp-026-04_01_gong_calls.csv and /workspace/documents/03_salesforce_activities/020_sbp-026-04_03_salesforce_activities.csv; Gong insight GE-026-04.\nOwner: Theo Martin; deadline: 2026-09-08.\n\n### CHG-026-05 — SBP-026-05\n\nSystem: salesforce; object: Task; record: 00TSB026000004; field: Status.\nChanged Deferred to Not Started. SBP-026-05 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/005_sbp-026-05_01_gong_calls.eml and /workspace/documents/03_salesforce_activities/021_sbp-026-05_03_salesforce_activities.eml; Gong insight GE-026-05.\nOwner: Nora Kim; deadline: 2026-09-09.\n\n### CHG-026-06 — SBP-026-06\n\nSystem: hubspot; object: tasks; record: 8002640005; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-026-06 qualifies for grounded activity and task sync because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/006_sbp-026-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-026-06_03_salesforce_activities.xml; Gong insight GE-026-06.\nOwner: Elena Rossi; deadline: 2026-09-10.\n\n### CHG-026-07 — SBP-026-07\n\nSystem: salesforce; object: Task; record: 00TSB026000006; field: Status.\nChanged Deferred to Not Started. SBP-026-07 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/007_sbp-026-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-026-07_03_salesforce_activities.html; Gong insight GE-026-07.\nOwner: Maya Chen; deadline: 2026-09-05.\n\n### CHG-026-08 — SBP-026-08\n\nSystem: hubspot; object: tasks; record: 8002640007; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-026-08 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/008_sbp-026-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-026-08_03_salesforce_activities.md; Gong insight GE-026-08.\nOwner: Jon Bell; deadline: 2026-09-06.\n\n### CHG-026-09 — SBP-026-10\n\nSystem: salesforce; object: Task; record: 00TSB026000009; field: Status.\nChanged Deferred to Not Started. SBP-026-10 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/010_sbp-026-10_02_gong_briefs.txt and /workspace/documents/04_hubspot_engagements/026_sbp-026-10_04_hubspot_engagements.txt; Gong insight GE-026-10.\nOwner: Luis Ortega; deadline: 2026-09-08.\n\n### CHG-026-10 — SBP-026-11\n\nSystem: hubspot; object: tasks; record: 8002640010; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-026-11 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/011_sbp-026-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-026-11_04_hubspot_engagements.json; Gong insight GE-026-11.\nOwner: Amina Yusuf; deadline: 2026-09-09.\n\n### CHG-026-11 — SBP-026-13\n\nSystem: salesforce; object: Task; record: 00TSB026000012; field: Status.\nChanged Deferred to Not Started. SBP-026-13 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/013_sbp-026-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-026-13_04_hubspot_engagements.eml; Gong insight GE-026-13.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-026-12 — SBP-026-15\n\nSystem: hubspot; object: tasks; record: 8002640014; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-026-15 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/015_sbp-026-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-026-15_04_hubspot_engagements.html; Gong insight GE-026-15.\nOwner: Maya Chen; deadline: 2026-09-07.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-02", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/017_sbp-026-01_03_salesforce_activities.md", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-026-01", + "id": "CHG-026-01", + "object_type": "Task", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-026-01", + "primary_source": "/workspace/documents/01_gong_calls/001_sbp-026-01_01_gong_calls.md", + "reason": "SBP-026-01 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00TSB026000000", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/018_sbp-026-02_03_salesforce_activities.txt", + "deadline": "2026-09-06", + "field": "hs_task_status", + "gong_evidence_id": "GE-026-02", + "id": "CHG-026-02", + "object_type": "tasks", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-026-02", + "primary_source": "/workspace/documents/01_gong_calls/002_sbp-026-02_01_gong_calls.txt", + "reason": "SBP-026-02 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8002640001", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/019_sbp-026-03_03_salesforce_activities.json", + "deadline": "2026-09-07", + "field": "Status", + "gong_evidence_id": "GE-026-03", + "id": "CHG-026-03", + "object_type": "Task", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-026-03", + "primary_source": "/workspace/documents/01_gong_calls/003_sbp-026-03_01_gong_calls.json", + "reason": "SBP-026-03 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00TSB026000002", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/020_sbp-026-04_03_salesforce_activities.csv", + "deadline": "2026-09-08", + "field": "hs_task_status", + "gong_evidence_id": "GE-026-04", + "id": "CHG-026-04", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-026-04", + "primary_source": "/workspace/documents/01_gong_calls/004_sbp-026-04_01_gong_calls.csv", + "reason": "SBP-026-04 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.", + "record_id": "8002640003", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/021_sbp-026-05_03_salesforce_activities.eml", + "deadline": "2026-09-09", + "field": "Status", + "gong_evidence_id": "GE-026-05", + "id": "CHG-026-05", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-026-05", + "primary_source": "/workspace/documents/01_gong_calls/005_sbp-026-05_01_gong_calls.eml", + "reason": "SBP-026-05 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "00TSB026000004", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/022_sbp-026-06_03_salesforce_activities.xml", + "deadline": "2026-09-10", + "field": "hs_task_status", + "gong_evidence_id": "GE-026-06", + "id": "CHG-026-06", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-026-06", + "primary_source": "/workspace/documents/01_gong_calls/006_sbp-026-06_01_gong_calls.xml", + "reason": "SBP-026-06 qualifies for grounded activity and task sync because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8002640005", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/023_sbp-026-07_03_salesforce_activities.html", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-026-07", + "id": "CHG-026-07", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-026-07", + "primary_source": "/workspace/documents/01_gong_calls/007_sbp-026-07_01_gong_calls.html", + "reason": "SBP-026-07 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "00TSB026000006", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/024_sbp-026-08_03_salesforce_activities.md", + "deadline": "2026-09-06", + "field": "hs_task_status", + "gong_evidence_id": "GE-026-08", + "id": "CHG-026-08", + "object_type": "tasks", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-026-08", + "primary_source": "/workspace/documents/01_gong_calls/008_sbp-026-08_01_gong_calls.md", + "reason": "SBP-026-08 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8002640007", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/026_sbp-026-10_04_hubspot_engagements.txt", + "deadline": "2026-09-08", + "field": "Status", + "gong_evidence_id": "GE-026-10", + "id": "CHG-026-09", + "object_type": "Task", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-026-10", + "primary_source": "/workspace/documents/02_gong_briefs/010_sbp-026-10_02_gong_briefs.txt", + "reason": "SBP-026-10 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00TSB026000009", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/027_sbp-026-11_04_hubspot_engagements.json", + "deadline": "2026-09-09", + "field": "hs_task_status", + "gong_evidence_id": "GE-026-11", + "id": "CHG-026-10", + "object_type": "tasks", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-026-11", + "primary_source": "/workspace/documents/02_gong_briefs/011_sbp-026-11_02_gong_briefs.json", + "reason": "SBP-026-11 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8002640010", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/029_sbp-026-13_04_hubspot_engagements.eml", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-026-13", + "id": "CHG-026-11", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-026-13", + "primary_source": "/workspace/documents/02_gong_briefs/013_sbp-026-13_02_gong_briefs.eml", + "reason": "SBP-026-13 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "00TSB026000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/031_sbp-026-15_04_hubspot_engagements.html", + "deadline": "2026-09-07", + "field": "hs_task_status", + "gong_evidence_id": "GE-026-15", + "id": "CHG-026-12", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-026-15", + "primary_source": "/workspace/documents/02_gong_briefs/015_sbp-026-15_02_gong_briefs.html", + "reason": "SBP-026-15 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8002640014", + "system": "hubspot" + } + ], + "company": "Palisade Risk", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-026-palisade-handoff-notes", + "title": "Palisade SDR-to-AE handoff audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Palisade Risk", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "risk management", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "gong-action-reconciliation" + }, + "prompt": "# Palisade SDR-to-AE handoff audit\n\nYou are supporting SDR Enablement Manager at Palisade Risk, a synthetic risk management company operating in North America. The review period is 2026-Q3; use 2026-09-02 as the fixed as-of date.\n\nBusiness situation: SDR discovery notes, Gong call outcomes, and CRM qualification fields conflict. Produce grounded handoffs and repair missing qualification fields without overwriting AE-entered commercial data.\n\nComplete a portfolio-scale Gong-to-CRM discovery and action-item reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_gong_calls, 02_gong_briefs, 03_salesforce_activities, 04_hubspot_engagements, 05_commitments, 06_stakeholders, 07_objections, 08_competitors, 09_followups, 10_evidence_policy, 11_private_calls, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-026-palisade-handoff-notes`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-026-palisade-handoff-notes", + "task_name": "Palisade SDR-to-AE handoff audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-027-quill-coaching-actions.json b/tasks/sb100-027-quill-coaching-actions.json new file mode 100644 index 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Create customer-facing tasks only for explicit commitments; coaching-only observations belong in the deliverable, not the CRM.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-027-01 — SBP-027-01\n\nSystem: salesforce; object: Task; record: 00TSB027000000; field: Status.\nChanged Deferred to Not Started. SBP-027-01 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/001_sbp-027-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-027-01_03_salesforce_activities.md; Gong insight GE-027-01.\nOwner: Luis Ortega; deadline: 2026-09-06.\n\n### CHG-027-02 — SBP-027-03\n\nSystem: hubspot; object: tasks; record: 8002740002; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-027-03 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/003_sbp-027-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-027-03_03_salesforce_activities.json; Gong insight GE-027-03.\nOwner: Theo Martin; deadline: 2026-09-08.\n\n### CHG-027-03 — SBP-027-04\n\nSystem: salesforce; object: Task; record: 00TSB027000003; field: Status.\nChanged Deferred to Not Started. SBP-027-04 qualifies for grounded activity and task sync because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/004_sbp-027-04_01_gong_calls.csv and /workspace/documents/03_salesforce_activities/020_sbp-027-04_03_salesforce_activities.csv; Gong insight GE-027-04.\nOwner: Nora Kim; deadline: 2026-09-09.\n\n### CHG-027-04 — SBP-027-05\n\nSystem: hubspot; object: tasks; record: 8002740004; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-027-05 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/005_sbp-027-05_01_gong_calls.eml and /workspace/documents/03_salesforce_activities/021_sbp-027-05_03_salesforce_activities.eml; Gong insight GE-027-05.\nOwner: Elena Rossi; deadline: 2026-09-10.\n\n### CHG-027-05 — SBP-027-06\n\nSystem: salesforce; object: Task; record: 00TSB027000005; field: Status.\nChanged Deferred to Not Started. SBP-027-06 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_gong_calls/006_sbp-027-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-027-06_03_salesforce_activities.xml; Gong insight GE-027-06.\nOwner: Maya Chen; deadline: 2026-09-11.\n\n### CHG-027-06 — SBP-027-10\n\nSystem: hubspot; object: tasks; record: 8002740009; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-027-10 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/010_sbp-027-10_02_gong_briefs.txt and /workspace/documents/04_hubspot_engagements/026_sbp-027-10_04_hubspot_engagements.txt; Gong insight GE-027-10.\nOwner: Amina Yusuf; deadline: 2026-09-09.\n\n### CHG-027-07 — SBP-027-11\n\nSystem: salesforce; object: Task; record: 00TSB027000010; field: Status.\nChanged Deferred to Not Started. SBP-027-11 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/011_sbp-027-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-027-11_04_hubspot_engagements.json; Gong insight GE-027-11.\nOwner: Theo Martin; deadline: 2026-09-10.\n\n### CHG-027-08 — SBP-027-12\n\nSystem: hubspot; object: tasks; record: 8002740011; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-027-12 qualifies for grounded activity and task sync because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/012_sbp-027-12_02_gong_briefs.csv and /workspace/documents/04_hubspot_engagements/028_sbp-027-12_04_hubspot_engagements.csv; Gong insight GE-027-12.\nOwner: Nora Kim; deadline: 2026-09-11.\n\n### CHG-027-09 — SBP-027-13\n\nSystem: salesforce; object: Task; record: 00TSB027000012; field: Status.\nChanged Deferred to Not Started. SBP-027-13 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/013_sbp-027-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-027-13_04_hubspot_engagements.eml; Gong insight GE-027-13.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n### CHG-027-10 — SBP-027-14\n\nSystem: hubspot; object: tasks; record: 8002740013; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-027-14 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/014_sbp-027-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-027-14_04_hubspot_engagements.xml; Gong insight GE-027-14.\nOwner: Maya Chen; deadline: 2026-09-07.\n\n### CHG-027-11 — SBP-027-15\n\nSystem: salesforce; object: Task; record: 00TSB027000014; field: Status.\nChanged Deferred to Not Started. SBP-027-15 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/015_sbp-027-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-027-15_04_hubspot_engagements.html; Gong insight GE-027-15.\nOwner: Jon Bell; deadline: 2026-09-08.\n\n### CHG-027-12 — SBP-027-16\n\nSystem: hubspot; object: tasks; record: 8002740015; field: hs_task_status.\nChanged DEFERRED to NOT_STARTED. SBP-027-16 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_gong_briefs/016_sbp-027-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-027-16_04_hubspot_engagements.md; Gong insight GE-027-16.\nOwner: Priya Raman; deadline: 2026-09-09.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-03", + "changes": [ + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/017_sbp-027-01_03_salesforce_activities.md", + "deadline": "2026-09-06", + "field": "Status", + "gong_evidence_id": "GE-027-01", + "id": "CHG-027-01", + "object_type": "Task", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-027-01", + "primary_source": "/workspace/documents/01_gong_calls/001_sbp-027-01_01_gong_calls.md", + "reason": "SBP-027-01 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00TSB027000000", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/019_sbp-027-03_03_salesforce_activities.json", + "deadline": "2026-09-08", + "field": "hs_task_status", + "gong_evidence_id": "GE-027-03", + "id": "CHG-027-02", + "object_type": "tasks", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-027-03", + "primary_source": "/workspace/documents/01_gong_calls/003_sbp-027-03_01_gong_calls.json", + "reason": "SBP-027-03 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8002740002", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/020_sbp-027-04_03_salesforce_activities.csv", + "deadline": "2026-09-09", + "field": "Status", + "gong_evidence_id": "GE-027-04", + "id": "CHG-027-03", + "object_type": "Task", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-027-04", + "primary_source": "/workspace/documents/01_gong_calls/004_sbp-027-04_01_gong_calls.csv", + "reason": "SBP-027-04 qualifies for grounded activity and task sync because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00TSB027000003", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/03_salesforce_activities/021_sbp-027-05_03_salesforce_activities.eml", + "deadline": "2026-09-10", + "field": "hs_task_status", + "gong_evidence_id": "GE-027-05", + "id": "CHG-027-04", + "object_type": "tasks", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-027-05", + "primary_source": "/workspace/documents/01_gong_calls/005_sbp-027-05_01_gong_calls.eml", + "reason": "SBP-027-05 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8002740004", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/03_salesforce_activities/022_sbp-027-06_03_salesforce_activities.xml", + "deadline": "2026-09-11", + "field": "Status", + "gong_evidence_id": "GE-027-06", + "id": "CHG-027-05", + "object_type": "Task", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-027-06", + "primary_source": "/workspace/documents/01_gong_calls/006_sbp-027-06_01_gong_calls.xml", + "reason": "SBP-027-06 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00TSB027000005", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/026_sbp-027-10_04_hubspot_engagements.txt", + "deadline": "2026-09-09", + "field": "hs_task_status", + "gong_evidence_id": "GE-027-10", + "id": "CHG-027-06", + "object_type": "tasks", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-027-10", + "primary_source": "/workspace/documents/02_gong_briefs/010_sbp-027-10_02_gong_briefs.txt", + "reason": "SBP-027-10 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8002740009", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/027_sbp-027-11_04_hubspot_engagements.json", + "deadline": "2026-09-10", + "field": "Status", + "gong_evidence_id": "GE-027-11", + "id": "CHG-027-07", + "object_type": "Task", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-027-11", + "primary_source": "/workspace/documents/02_gong_briefs/011_sbp-027-11_02_gong_briefs.json", + "reason": "SBP-027-11 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00TSB027000010", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/028_sbp-027-12_04_hubspot_engagements.csv", + "deadline": "2026-09-11", + "field": "hs_task_status", + "gong_evidence_id": "GE-027-12", + "id": "CHG-027-08", + "object_type": "tasks", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-027-12", + "primary_source": "/workspace/documents/02_gong_briefs/012_sbp-027-12_02_gong_briefs.csv", + "reason": "SBP-027-12 qualifies for grounded activity and task sync because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8002740011", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/029_sbp-027-13_04_hubspot_engagements.eml", + "deadline": "2026-09-06", + "field": "Status", + "gong_evidence_id": "GE-027-13", + "id": "CHG-027-09", + "object_type": "Task", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-027-13", + "primary_source": "/workspace/documents/02_gong_briefs/013_sbp-027-13_02_gong_briefs.eml", + "reason": "SBP-027-13 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00TSB027000012", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/030_sbp-027-14_04_hubspot_engagements.xml", + "deadline": "2026-09-07", + "field": "hs_task_status", + "gong_evidence_id": "GE-027-14", + "id": "CHG-027-10", + "object_type": "tasks", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-027-14", + "primary_source": "/workspace/documents/02_gong_briefs/014_sbp-027-14_02_gong_briefs.xml", + "reason": "SBP-027-14 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8002740013", + "system": "hubspot" + }, + { + "after": "Not Started", + "before": "Deferred", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/031_sbp-027-15_04_hubspot_engagements.html", + "deadline": "2026-09-08", + "field": "Status", + "gong_evidence_id": "GE-027-15", + "id": "CHG-027-11", + "object_type": "Task", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-027-15", + "primary_source": "/workspace/documents/02_gong_briefs/015_sbp-027-15_02_gong_briefs.html", + "reason": "SBP-027-15 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.", + "record_id": "00TSB027000014", + "system": "salesforce" + }, + { + "after": "NOT_STARTED", + "before": "DEFERRED", + "corroborating_source": "/workspace/documents/04_hubspot_engagements/032_sbp-027-16_04_hubspot_engagements.md", + "deadline": "2026-09-09", + "field": "hs_task_status", + "gong_evidence_id": "GE-027-16", + "id": "CHG-027-12", + "object_type": "tasks", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-027-16", + "primary_source": "/workspace/documents/02_gong_briefs/016_sbp-027-16_02_gong_briefs.md", + "reason": "SBP-027-16 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8002740015", + "system": "hubspot" + } + ], + "company": "Quill Customer Data", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-027-quill-coaching-actions", + "title": "Quill coaching-action follow-through" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Quill Customer Data", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "customer data platform", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "gong-action-reconciliation" + }, + "prompt": "# Quill coaching-action follow-through\n\nYou are supporting Sales Coaching Director at Quill Customer Data, a synthetic customer data platform company operating in Global. The review period is 2026-Q3; use 2026-09-03 as the fixed as-of date.\n\nBusiness situation: Call scorecards identified specific rep behaviors and customer follow-ups. Create customer-facing tasks only for explicit commitments; coaching-only observations belong in the deliverable, not the CRM.\n\nComplete a portfolio-scale Gong-to-CRM discovery and action-item reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_gong_calls, 02_gong_briefs, 03_salesforce_activities, 04_hubspot_engagements, 05_commitments, 06_stakeholders, 07_objections, 08_competitors, 09_followups, 10_evidence_policy, 11_private_calls, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-027-quill-coaching-actions`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-027-quill-coaching-actions", + "task_name": "Quill coaching-action follow-through", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-031-umbra-domain-collisions.json b/tasks/sb100-031-umbra-domain-collisions.json new file mode 100644 index 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Resolve duplicates using legal names, external IDs, and Gong account references without merging the carved-out subsidiary.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-031-01 — SBP-031-02\n\nSystem: salesforce; object: Account; record: 001SB031000001; field: HubSpot_Company_ID__c.\nChanged to 8003110001. SBP-031-02 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/002_sbp-031-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-031-02_03_contacts.txt; Gong insight GE-031-02.\nOwner: Maya Chen; deadline: 2026-09-11.\n\n### CHG-031-02 — SBP-031-03\n\nSystem: hubspot; object: companies; record: 8003110002; field: salesforce_account_id.\nChanged to 001SB031000002. SBP-031-03 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/003_sbp-031-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-031-03_03_contacts.json; Gong insight GE-031-03.\nOwner: Jon Bell; deadline: 2026-09-12.\n\n### CHG-031-03 — SBP-031-04\n\nSystem: salesforce; object: Account; record: 001SB031000003; field: HubSpot_Company_ID__c.\nChanged to 8003110003. SBP-031-04 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/004_sbp-031-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-031-04_03_contacts.csv; Gong insight GE-031-04.\nOwner: Priya Raman; deadline: 2026-09-13.\n\n### CHG-031-04 — SBP-031-05\n\nSystem: hubspot; object: companies; record: 8003110004; field: salesforce_account_id.\nChanged to 001SB031000004. SBP-031-05 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/005_sbp-031-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-031-05_03_contacts.eml; Gong insight GE-031-05.\nOwner: Luis Ortega; deadline: 2026-09-14.\n\n### CHG-031-05 — SBP-031-08\n\nSystem: salesforce; object: Account; record: 001SB031000007; field: HubSpot_Company_ID__c.\nChanged to 8003110007. SBP-031-08 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/008_sbp-031-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-031-08_03_contacts.md; Gong insight GE-031-08.\nOwner: Nora Kim; deadline: 2026-09-11.\n\n### CHG-031-06 — SBP-031-09\n\nSystem: hubspot; object: companies; record: 8003110008; field: salesforce_account_id.\nChanged to 001SB031000008. SBP-031-09 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/009_sbp-031-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-031-09_04_domains.md; Gong insight GE-031-09.\nOwner: Elena Rossi; deadline: 2026-09-12.\n\n### CHG-031-07 — SBP-031-11\n\nSystem: salesforce; object: Account; record: 001SB031000010; field: HubSpot_Company_ID__c.\nChanged to 8003110010. SBP-031-11 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/011_sbp-031-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-031-11_04_domains.json; Gong insight GE-031-11.\nOwner: Jon Bell; deadline: 2026-09-14.\n\n### CHG-031-08 — SBP-031-12\n\nSystem: hubspot; object: companies; record: 8003110011; field: salesforce_account_id.\nChanged to 001SB031000011. SBP-031-12 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/012_sbp-031-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-031-12_04_domains.csv; Gong insight GE-031-12.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-031-09 — SBP-031-13\n\nSystem: salesforce; object: Account; record: 001SB031000012; field: HubSpot_Company_ID__c.\nChanged to 8003110012. SBP-031-13 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/013_sbp-031-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-031-13_04_domains.eml; Gong insight GE-031-13.\nOwner: Luis Ortega; deadline: 2026-09-10.\n\n### CHG-031-10 — SBP-031-14\n\nSystem: hubspot; object: companies; record: 8003110013; field: salesforce_account_id.\nChanged to 001SB031000013. SBP-031-14 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/014_sbp-031-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-031-14_04_domains.xml; Gong insight GE-031-14.\nOwner: Amina Yusuf; deadline: 2026-09-11.\n\n### CHG-031-11 — SBP-031-15\n\nSystem: salesforce; object: Account; record: 001SB031000014; field: HubSpot_Company_ID__c.\nChanged to 8003110014. SBP-031-15 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/015_sbp-031-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-031-15_04_domains.html; Gong insight GE-031-15.\nOwner: Theo Martin; deadline: 2026-09-12.\n\n### CHG-031-12 — SBP-031-16\n\nSystem: hubspot; object: companies; record: 8003110015; field: salesforce_account_id.\nChanged to 001SB031000015. SBP-031-16 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/016_sbp-031-16_02_hubspot_companies.md and /workspace/documents/04_domains/032_sbp-031-16_04_domains.md; Gong insight GE-031-16.\nOwner: Nora Kim; deadline: 2026-09-13.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-07", + "changes": [ + { + "after": "8003110001", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-031-02_03_contacts.txt", + "deadline": "2026-09-11", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-031-02", + "id": "CHG-031-01", + "object_type": "Account", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-031-02", + "primary_source": "/workspace/documents/01_salesforce_accounts/002_sbp-031-02_01_salesforce_accounts.txt", + "reason": "SBP-031-02 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "001SB031000001", + "system": "salesforce" + }, + { + "after": "001SB031000002", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-031-03_03_contacts.json", + "deadline": "2026-09-12", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-031-03", + "id": "CHG-031-02", + "object_type": "companies", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-031-03", + "primary_source": "/workspace/documents/01_salesforce_accounts/003_sbp-031-03_01_salesforce_accounts.json", + "reason": "SBP-031-03 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "8003110002", + "system": "hubspot" + }, + { + "after": "8003110003", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-031-04_03_contacts.csv", + "deadline": "2026-09-13", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-031-04", + "id": "CHG-031-03", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-031-04", + "primary_source": "/workspace/documents/01_salesforce_accounts/004_sbp-031-04_01_salesforce_accounts.csv", + "reason": "SBP-031-04 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "001SB031000003", + "system": "salesforce" + }, + { + "after": "001SB031000004", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-031-05_03_contacts.eml", + "deadline": "2026-09-14", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-031-05", + "id": "CHG-031-04", + "object_type": "companies", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-031-05", + "primary_source": "/workspace/documents/01_salesforce_accounts/005_sbp-031-05_01_salesforce_accounts.eml", + "reason": "SBP-031-05 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8003110004", + "system": "hubspot" + }, + { + "after": "8003110007", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-031-08_03_contacts.md", + "deadline": "2026-09-11", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-031-08", + "id": "CHG-031-05", + "object_type": "Account", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-031-08", + "primary_source": "/workspace/documents/01_salesforce_accounts/008_sbp-031-08_01_salesforce_accounts.md", + "reason": "SBP-031-08 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "001SB031000007", + "system": "salesforce" + }, + { + "after": "001SB031000008", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/025_sbp-031-09_04_domains.md", + "deadline": "2026-09-12", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-031-09", + "id": "CHG-031-06", + "object_type": "companies", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-031-09", + "primary_source": "/workspace/documents/02_hubspot_companies/009_sbp-031-09_02_hubspot_companies.md", + "reason": "SBP-031-09 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8003110008", + "system": "hubspot" + }, + { + "after": "8003110010", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/027_sbp-031-11_04_domains.json", + "deadline": "2026-09-14", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-031-11", + "id": "CHG-031-07", + "object_type": "Account", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-031-11", + "primary_source": "/workspace/documents/02_hubspot_companies/011_sbp-031-11_02_hubspot_companies.json", + "reason": "SBP-031-11 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "001SB031000010", + "system": "salesforce" + }, + { + "after": "001SB031000011", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/028_sbp-031-12_04_domains.csv", + "deadline": "2026-09-15", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-031-12", + "id": "CHG-031-08", + "object_type": "companies", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-031-12", + "primary_source": "/workspace/documents/02_hubspot_companies/012_sbp-031-12_02_hubspot_companies.csv", + "reason": "SBP-031-12 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8003110011", + "system": "hubspot" + }, + { + "after": "8003110012", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/029_sbp-031-13_04_domains.eml", + "deadline": "2026-09-10", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-031-13", + "id": "CHG-031-09", + "object_type": "Account", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-031-13", + "primary_source": "/workspace/documents/02_hubspot_companies/013_sbp-031-13_02_hubspot_companies.eml", + "reason": "SBP-031-13 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "001SB031000012", + "system": "salesforce" + }, + { + "after": "001SB031000013", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/030_sbp-031-14_04_domains.xml", + "deadline": "2026-09-11", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-031-14", + "id": "CHG-031-10", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-031-14", + "primary_source": "/workspace/documents/02_hubspot_companies/014_sbp-031-14_02_hubspot_companies.xml", + "reason": "SBP-031-14 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8003110013", + "system": "hubspot" + }, + { + "after": "8003110014", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/031_sbp-031-15_04_domains.html", + "deadline": "2026-09-12", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-031-15", + "id": "CHG-031-11", + "object_type": "Account", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-031-15", + "primary_source": "/workspace/documents/02_hubspot_companies/015_sbp-031-15_02_hubspot_companies.html", + "reason": "SBP-031-15 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "001SB031000014", + "system": "salesforce" + }, + { + "after": "001SB031000015", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/032_sbp-031-16_04_domains.md", + "deadline": "2026-09-13", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-031-16", + "id": "CHG-031-12", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-031-16", + "primary_source": "/workspace/documents/02_hubspot_companies/016_sbp-031-16_02_hubspot_companies.md", + "reason": "SBP-031-16 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8003110015", + "system": "hubspot" + } + ], + "company": "Umbra Energy Markets", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-031-umbra-domain-collisions", + "title": "Umbra domain-collision cleanup" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Umbra Energy Markets", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "energy trading", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "identity-migration" + }, + "prompt": "# Umbra domain-collision cleanup\n\nYou are supporting CRM Migration Lead at Umbra Energy Markets, a synthetic energy trading company operating in Global. The review period is 2026-Q3; use 2026-09-07 as the fixed as-of date.\n\nBusiness situation: Two unrelated companies share a parent email domain after an acquisition. Resolve duplicates using legal names, external IDs, and Gong account references without merging the carved-out subsidiary.\n\nComplete a portfolio-scale duplicate detection, migration, and source-of-truth repair. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_accounts, 02_hubspot_companies, 03_contacts, 04_domains, 05_external_ids, 06_associations, 07_merge_history, 08_sync_failures, 09_source_rules, 10_consent, 11_do_not_merge, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-031-umbra-domain-collisions`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-031-umbra-domain-collisions", + "task_name": "Umbra domain-collision cleanup", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-032-vector-contact-dedup.json b/tasks/sb100-032-vector-contact-dedup.json new file mode 100644 index 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re-created during webinar imports with changed titles and consent. Link or repair exact identities while preserving the most restrictive consent and the latest verified employment.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-032-01 — SBP-032-01\n\nSystem: salesforce; object: Account; record: 001SB032000000; field: HubSpot_Company_ID__c.\nChanged to 8003210000. SBP-032-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/001_sbp-032-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-032-01_03_contacts.md; Gong insight GE-032-01.\nOwner: Maya Chen; deadline: 2026-09-11.\n\n### CHG-032-02 — SBP-032-02\n\nSystem: hubspot; object: companies; record: 8003210001; field: salesforce_account_id.\nChanged to 001SB032000001. SBP-032-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/002_sbp-032-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-032-02_03_contacts.txt; Gong insight GE-032-02.\nOwner: Jon Bell; deadline: 2026-09-12.\n\n### CHG-032-03 — SBP-032-03\n\nSystem: salesforce; object: Account; record: 001SB032000002; field: HubSpot_Company_ID__c.\nChanged to 8003210002. SBP-032-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/003_sbp-032-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-032-03_03_contacts.json; Gong insight GE-032-03.\nOwner: Priya Raman; deadline: 2026-09-13.\n\n### CHG-032-04 — SBP-032-05\n\nSystem: hubspot; object: companies; record: 8003210004; field: salesforce_account_id.\nChanged to 001SB032000004. SBP-032-05 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/005_sbp-032-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-032-05_03_contacts.eml; Gong insight GE-032-05.\nOwner: Amina Yusuf; deadline: 2026-09-15.\n\n### CHG-032-05 — SBP-032-07\n\nSystem: salesforce; object: Account; record: 001SB032000006; field: HubSpot_Company_ID__c.\nChanged to 8003210006. SBP-032-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/007_sbp-032-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-032-07_03_contacts.html; Gong insight GE-032-07.\nOwner: Nora Kim; deadline: 2026-09-11.\n\n### CHG-032-06 — SBP-032-09\n\nSystem: hubspot; object: companies; record: 8003210008; field: salesforce_account_id.\nChanged to 001SB032000008. SBP-032-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/009_sbp-032-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-032-09_04_domains.md; Gong insight GE-032-09.\nOwner: Maya Chen; deadline: 2026-09-13.\n\n### CHG-032-07 — SBP-032-11\n\nSystem: salesforce; object: Account; record: 001SB032000010; field: HubSpot_Company_ID__c.\nChanged to 8003210010. SBP-032-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/011_sbp-032-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-032-11_04_domains.json; Gong insight GE-032-11.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-032-08 — SBP-032-12\n\nSystem: hubspot; object: companies; record: 8003210011; field: salesforce_account_id.\nChanged to 001SB032000011. SBP-032-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/012_sbp-032-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-032-12_04_domains.csv; Gong insight GE-032-12.\nOwner: Luis Ortega; deadline: 2026-09-16.\n\n### CHG-032-09 — SBP-032-13\n\nSystem: salesforce; object: Account; record: 001SB032000012; field: HubSpot_Company_ID__c.\nChanged to 8003210012. SBP-032-13 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/013_sbp-032-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-032-13_04_domains.eml; Gong insight GE-032-13.\nOwner: Amina Yusuf; deadline: 2026-09-11.\n\n### CHG-032-10 — SBP-032-14\n\nSystem: hubspot; object: companies; record: 8003210013; field: salesforce_account_id.\nChanged to 001SB032000013. SBP-032-14 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/014_sbp-032-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-032-14_04_domains.xml; Gong insight GE-032-14.\nOwner: Theo Martin; deadline: 2026-09-12.\n\n### CHG-032-11 — SBP-032-15\n\nSystem: salesforce; object: Account; record: 001SB032000014; field: HubSpot_Company_ID__c.\nChanged to 8003210014. SBP-032-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/015_sbp-032-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-032-15_04_domains.html; Gong insight GE-032-15.\nOwner: Nora Kim; deadline: 2026-09-13.\n\n### CHG-032-12 — SBP-032-16\n\nSystem: hubspot; object: companies; record: 8003210015; field: salesforce_account_id.\nChanged to 001SB032000015. SBP-032-16 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/016_sbp-032-16_02_hubspot_companies.md and /workspace/documents/04_domains/032_sbp-032-16_04_domains.md; Gong insight GE-032-16.\nOwner: Elena Rossi; deadline: 2026-09-14.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-08", + "changes": [ + { + "after": "8003210000", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-032-01_03_contacts.md", + "deadline": "2026-09-11", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-032-01", + "id": "CHG-032-01", + "object_type": "Account", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-032-01", + "primary_source": "/workspace/documents/01_salesforce_accounts/001_sbp-032-01_01_salesforce_accounts.md", + "reason": "SBP-032-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "001SB032000000", + "system": "salesforce" + }, + { + "after": "001SB032000001", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-032-02_03_contacts.txt", + "deadline": "2026-09-12", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-032-02", + "id": "CHG-032-02", + "object_type": "companies", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-032-02", + "primary_source": "/workspace/documents/01_salesforce_accounts/002_sbp-032-02_01_salesforce_accounts.txt", + "reason": "SBP-032-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8003210001", + "system": "hubspot" + }, + { + "after": "8003210002", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-032-03_03_contacts.json", + "deadline": "2026-09-13", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-032-03", + "id": "CHG-032-03", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-032-03", + "primary_source": "/workspace/documents/01_salesforce_accounts/003_sbp-032-03_01_salesforce_accounts.json", + "reason": "SBP-032-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "001SB032000002", + "system": "salesforce" + }, + { + "after": "001SB032000004", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-032-05_03_contacts.eml", + "deadline": "2026-09-15", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-032-05", + "id": "CHG-032-04", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-032-05", + "primary_source": "/workspace/documents/01_salesforce_accounts/005_sbp-032-05_01_salesforce_accounts.eml", + "reason": "SBP-032-05 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8003210004", + "system": "hubspot" + }, + { + "after": "8003210006", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-032-07_03_contacts.html", + "deadline": "2026-09-11", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-032-07", + "id": "CHG-032-05", + "object_type": "Account", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-032-07", + "primary_source": "/workspace/documents/01_salesforce_accounts/007_sbp-032-07_01_salesforce_accounts.html", + "reason": "SBP-032-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "001SB032000006", + "system": "salesforce" + }, + { + "after": "001SB032000008", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/025_sbp-032-09_04_domains.md", + "deadline": "2026-09-13", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-032-09", + "id": "CHG-032-06", + "object_type": "companies", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-032-09", + "primary_source": "/workspace/documents/02_hubspot_companies/009_sbp-032-09_02_hubspot_companies.md", + "reason": "SBP-032-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8003210008", + "system": "hubspot" + }, + { + "after": "8003210010", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/027_sbp-032-11_04_domains.json", + "deadline": "2026-09-15", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-032-11", + "id": "CHG-032-07", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-032-11", + "primary_source": "/workspace/documents/02_hubspot_companies/011_sbp-032-11_02_hubspot_companies.json", + "reason": "SBP-032-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "001SB032000010", + "system": "salesforce" + }, + { + "after": "001SB032000011", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/028_sbp-032-12_04_domains.csv", + "deadline": "2026-09-16", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-032-12", + "id": "CHG-032-08", + "object_type": "companies", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-032-12", + "primary_source": "/workspace/documents/02_hubspot_companies/012_sbp-032-12_02_hubspot_companies.csv", + "reason": "SBP-032-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8003210011", + "system": "hubspot" + }, + { + "after": "8003210012", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/029_sbp-032-13_04_domains.eml", + "deadline": "2026-09-11", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-032-13", + "id": "CHG-032-09", + "object_type": "Account", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-032-13", + "primary_source": "/workspace/documents/02_hubspot_companies/013_sbp-032-13_02_hubspot_companies.eml", + "reason": "SBP-032-13 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "001SB032000012", + "system": "salesforce" + }, + { + "after": "001SB032000013", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/030_sbp-032-14_04_domains.xml", + "deadline": "2026-09-12", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-032-14", + "id": "CHG-032-10", + "object_type": "companies", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-032-14", + "primary_source": "/workspace/documents/02_hubspot_companies/014_sbp-032-14_02_hubspot_companies.xml", + "reason": "SBP-032-14 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.", + "record_id": "8003210013", + "system": "hubspot" + }, + { + "after": "8003210014", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/031_sbp-032-15_04_domains.html", + "deadline": "2026-09-13", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-032-15", + "id": "CHG-032-11", + "object_type": "Account", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-032-15", + "primary_source": "/workspace/documents/02_hubspot_companies/015_sbp-032-15_02_hubspot_companies.html", + "reason": "SBP-032-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "001SB032000014", + "system": "salesforce" + }, + { + "after": "001SB032000015", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/032_sbp-032-16_04_domains.md", + "deadline": "2026-09-14", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-032-16", + "id": "CHG-032-12", + "object_type": "companies", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-032-16", + "primary_source": "/workspace/documents/02_hubspot_companies/016_sbp-032-16_02_hubspot_companies.md", + "reason": "SBP-032-16 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8003210015", + "system": "hubspot" + } + ], + "company": "Vector Service Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-032-vector-contact-dedup", + "title": "Vector contact duplicate repair" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Vector Service Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "customer service software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "identity-migration" + }, + "prompt": "# Vector contact duplicate repair\n\nYou are supporting Data Quality Director at Vector Service Cloud, a synthetic customer service software company operating in North America. The review period is 2026-Q3; use 2026-09-08 as the fixed as-of date.\n\nBusiness situation: Contacts were re-created during webinar imports with changed titles and consent. Link or repair exact identities while preserving the most restrictive consent and the latest verified employment.\n\nComplete a portfolio-scale duplicate detection, migration, and source-of-truth repair. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_accounts, 02_hubspot_companies, 03_contacts, 04_domains, 05_external_ids, 06_associations, 07_merge_history, 08_sync_failures, 09_source_rules, 10_consent, 11_do_not_merge, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-032-vector-contact-dedup`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-032-vector-contact-dedup", + "task_name": "Vector contact duplicate repair", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-033-willow-parent-child.json b/tasks/sb100-033-willow-parent-child.json new file mode 100644 index 0000000000000000000000000000000000000000..fa5ae4d4dfbb6594bd9e92d5e7a0423bdf4e857c --- /dev/null +++ b/tasks/sb100-033-willow-parent-child.json @@ -0,0 +1,390 @@ +{ + "context_files": [ + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/001_sbp-033-01_01_salesforce_accounts.md", + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/002_sbp-033-02_01_salesforce_accounts.txt", + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/003_sbp-033-03_01_salesforce_accounts.json", + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/004_sbp-033-04_01_salesforce_accounts.csv", + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/005_sbp-033-05_01_salesforce_accounts.eml", + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/006_sbp-033-06_01_salesforce_accounts.xml", + "task_files/sb100-033-willow-parent-child/01_salesforce_accounts/007_sbp-033-07_01_salesforce_accounts.html", + 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flatten regional subsidiaries while Salesforce uses a parent hierarchy. Reconcile associations and external IDs without moving open opportunities between legal buyers.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-033-01 — SBP-033-01\n\nSystem: salesforce; object: Account; record: 001SB033000000; field: HubSpot_Company_ID__c.\nChanged to 8003310000. SBP-033-01 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/001_sbp-033-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-033-01_03_contacts.md; Gong insight GE-033-01.\nOwner: Jon Bell; deadline: 2026-09-12.\n\n### CHG-033-02 — SBP-033-02\n\nSystem: hubspot; object: companies; record: 8003310001; field: salesforce_account_id.\nChanged to 001SB033000001. SBP-033-02 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/002_sbp-033-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-033-02_03_contacts.txt; Gong insight GE-033-02.\nOwner: Priya Raman; deadline: 2026-09-13.\n\n### CHG-033-03 — SBP-033-03\n\nSystem: salesforce; object: Account; record: 001SB033000002; field: HubSpot_Company_ID__c.\nChanged to 8003310002. SBP-033-03 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/003_sbp-033-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-033-03_03_contacts.json; Gong insight GE-033-03.\nOwner: Luis Ortega; deadline: 2026-09-14.\n\n### CHG-033-04 — SBP-033-04\n\nSystem: hubspot; object: companies; record: 8003310003; field: salesforce_account_id.\nChanged to 001SB033000003. SBP-033-04 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/004_sbp-033-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-033-04_03_contacts.csv; Gong insight GE-033-04.\nOwner: Amina Yusuf; deadline: 2026-09-15.\n\n### CHG-033-05 — SBP-033-05\n\nSystem: salesforce; object: Account; record: 001SB033000004; field: HubSpot_Company_ID__c.\nChanged to 8003310004. SBP-033-05 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/005_sbp-033-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-033-05_03_contacts.eml; Gong insight GE-033-05.\nOwner: Theo Martin; deadline: 2026-09-16.\n\n### CHG-033-06 — SBP-033-06\n\nSystem: hubspot; object: companies; record: 8003310005; field: salesforce_account_id.\nChanged to 001SB033000005. SBP-033-06 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/006_sbp-033-06_01_salesforce_accounts.xml and /workspace/documents/03_contacts/022_sbp-033-06_03_contacts.xml; Gong insight GE-033-06.\nOwner: Nora Kim; deadline: 2026-09-17.\n\n### CHG-033-07 — SBP-033-07\n\nSystem: salesforce; object: Account; record: 001SB033000006; field: HubSpot_Company_ID__c.\nChanged to 8003310006. SBP-033-07 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/007_sbp-033-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-033-07_03_contacts.html; Gong insight GE-033-07.\nOwner: Elena Rossi; deadline: 2026-09-12.\n\n### CHG-033-08 — SBP-033-08\n\nSystem: hubspot; object: companies; record: 8003310007; field: salesforce_account_id.\nChanged to 001SB033000007. SBP-033-08 qualifies for cross-CRM identity repair because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/008_sbp-033-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-033-08_03_contacts.md; Gong insight GE-033-08.\nOwner: Maya Chen; deadline: 2026-09-13.\n\n### CHG-033-09 — SBP-033-09\n\nSystem: salesforce; object: Account; record: 001SB033000008; field: HubSpot_Company_ID__c.\nChanged to 8003310008. SBP-033-09 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/009_sbp-033-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-033-09_04_domains.md; Gong insight GE-033-09.\nOwner: Jon Bell; deadline: 2026-09-14.\n\n### CHG-033-10 — SBP-033-12\n\nSystem: hubspot; object: companies; record: 8003310011; field: salesforce_account_id.\nChanged to 001SB033000011. SBP-033-12 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/012_sbp-033-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-033-12_04_domains.csv; Gong insight GE-033-12.\nOwner: Amina Yusuf; deadline: 2026-09-17.\n\n### CHG-033-11 — SBP-033-13\n\nSystem: salesforce; object: Account; record: 001SB033000012; field: HubSpot_Company_ID__c.\nChanged to 8003310012. SBP-033-13 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/013_sbp-033-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-033-13_04_domains.eml; Gong insight GE-033-13.\nOwner: Theo Martin; deadline: 2026-09-12.\n\n### CHG-033-12 — SBP-033-14\n\nSystem: hubspot; object: companies; record: 8003310013; field: salesforce_account_id.\nChanged to 001SB033000013. SBP-033-14 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/014_sbp-033-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-033-14_04_domains.xml; Gong insight GE-033-14.\nOwner: Nora Kim; deadline: 2026-09-13.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-09", + "changes": [ + { + "after": "8003310000", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-033-01_03_contacts.md", + "deadline": "2026-09-12", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-033-01", + "id": "CHG-033-01", + "object_type": "Account", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-033-01", + "primary_source": "/workspace/documents/01_salesforce_accounts/001_sbp-033-01_01_salesforce_accounts.md", + "reason": "SBP-033-01 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "record_id": "001SB033000000", + "system": "salesforce" + }, + { + "after": "001SB033000001", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-033-02_03_contacts.txt", + "deadline": "2026-09-13", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-033-02", + "id": "CHG-033-02", + "object_type": "companies", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-033-02", + "primary_source": "/workspace/documents/01_salesforce_accounts/002_sbp-033-02_01_salesforce_accounts.txt", + "reason": "SBP-033-02 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8003310001", + "system": "hubspot" + }, + { + "after": "8003310002", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-033-03_03_contacts.json", + "deadline": "2026-09-14", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-033-03", + "id": "CHG-033-03", + "object_type": "Account", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-033-03", + "primary_source": "/workspace/documents/01_salesforce_accounts/003_sbp-033-03_01_salesforce_accounts.json", + "reason": "SBP-033-03 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "001SB033000002", + "system": "salesforce" + }, + { + "after": "001SB033000003", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-033-04_03_contacts.csv", + "deadline": "2026-09-15", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-033-04", + "id": "CHG-033-04", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-033-04", + "primary_source": "/workspace/documents/01_salesforce_accounts/004_sbp-033-04_01_salesforce_accounts.csv", + "reason": "SBP-033-04 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8003310003", + "system": "hubspot" + }, + { + "after": "8003310004", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-033-05_03_contacts.eml", + "deadline": "2026-09-16", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-033-05", + "id": "CHG-033-05", + "object_type": "Account", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-033-05", + "primary_source": "/workspace/documents/01_salesforce_accounts/005_sbp-033-05_01_salesforce_accounts.eml", + "reason": "SBP-033-05 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "001SB033000004", + "system": "salesforce" + }, + { + "after": "001SB033000005", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-033-06_03_contacts.xml", + "deadline": "2026-09-17", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-033-06", + "id": "CHG-033-06", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-033-06", + "primary_source": "/workspace/documents/01_salesforce_accounts/006_sbp-033-06_01_salesforce_accounts.xml", + "reason": "SBP-033-06 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8003310005", + "system": "hubspot" + }, + { + "after": "8003310006", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-033-07_03_contacts.html", + "deadline": "2026-09-12", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-033-07", + "id": "CHG-033-07", + "object_type": "Account", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-033-07", + "primary_source": "/workspace/documents/01_salesforce_accounts/007_sbp-033-07_01_salesforce_accounts.html", + "reason": "SBP-033-07 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "001SB033000006", + "system": "salesforce" + }, + { + "after": "001SB033000007", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-033-08_03_contacts.md", + "deadline": "2026-09-13", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-033-08", + "id": "CHG-033-08", + "object_type": "companies", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-033-08", + "primary_source": "/workspace/documents/01_salesforce_accounts/008_sbp-033-08_01_salesforce_accounts.md", + "reason": "SBP-033-08 qualifies for cross-CRM identity repair because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8003310007", + "system": "hubspot" + }, + { + "after": "8003310008", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/025_sbp-033-09_04_domains.md", + "deadline": "2026-09-14", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-033-09", + "id": "CHG-033-09", + "object_type": "Account", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-033-09", + "primary_source": "/workspace/documents/02_hubspot_companies/009_sbp-033-09_02_hubspot_companies.md", + "reason": "SBP-033-09 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "record_id": "001SB033000008", + "system": "salesforce" + }, + { + "after": "001SB033000011", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/028_sbp-033-12_04_domains.csv", + "deadline": "2026-09-17", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-033-12", + "id": "CHG-033-10", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-033-12", + "primary_source": "/workspace/documents/02_hubspot_companies/012_sbp-033-12_02_hubspot_companies.csv", + "reason": "SBP-033-12 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8003310011", + "system": "hubspot" + }, + { + "after": "8003310012", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/029_sbp-033-13_04_domains.eml", + "deadline": "2026-09-12", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-033-13", + "id": "CHG-033-11", + "object_type": "Account", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-033-13", + "primary_source": "/workspace/documents/02_hubspot_companies/013_sbp-033-13_02_hubspot_companies.eml", + "reason": "SBP-033-13 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "001SB033000012", + "system": "salesforce" + }, + { + "after": "001SB033000013", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/030_sbp-033-14_04_domains.xml", + "deadline": "2026-09-13", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-033-14", + "id": "CHG-033-12", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-033-14", + "primary_source": "/workspace/documents/02_hubspot_companies/014_sbp-033-14_02_hubspot_companies.xml", + "reason": "SBP-033-14 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8003310013", + "system": "hubspot" + } + ], + "company": "Willow Construction Tech", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-033-willow-parent-child", + "title": "Willow hierarchy reconstruction" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Willow Construction Tech", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "construction software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "identity-migration" + }, + "prompt": "# Willow hierarchy reconstruction\n\nYou are supporting Enterprise Systems Manager at Willow Construction Tech, a synthetic construction software company operating in North America. The review period is 2026-Q4; use 2026-09-09 as the fixed as-of date.\n\nBusiness situation: HubSpot companies flatten regional subsidiaries while Salesforce uses a parent hierarchy. Reconcile associations and external IDs without moving open opportunities between legal buyers.\n\nComplete a portfolio-scale duplicate detection, migration, and source-of-truth repair. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_accounts, 02_hubspot_companies, 03_contacts, 04_domains, 05_external_ids, 06_associations, 07_merge_history, 08_sync_failures, 09_source_rules, 10_consent, 11_do_not_merge, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-033-willow-parent-child`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-033-willow-parent-child", + "task_name": "Willow hierarchy reconstruction", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-036-zenith-external-id-gaps.json b/tasks/sb100-036-zenith-external-id-gaps.json new file mode 100644 index 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"task_files/sb100-036-zenith-external-id-gaps/12_deliverables/093_sbp-036-13_12_deliverables.eml", + "task_files/sb100-036-zenith-external-id-gaps/12_deliverables/094_sbp-036-14_12_deliverables.xml", + "task_files/sb100-036-zenith-external-id-gaps/12_deliverables/095_sbp-036-15_12_deliverables.html", + "task_files/sb100-036-zenith-external-id-gaps/12_deliverables/096_sbp-036-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Zenith external-ID backfill\n\n## Executive assessment\n\nA deployment omitted cross-system IDs for a portfolio of accounts. Backfill matches supported by domain and address evidence; quarantine ambiguous names instead of guessing.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-036-01 — SBP-036-01\n\nSystem: salesforce; object: Account; record: 001SB036000000; field: HubSpot_Company_ID__c.\nChanged to 8003610000. SBP-036-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/001_sbp-036-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-036-01_03_contacts.md; Gong insight GE-036-01.\nOwner: Amina Yusuf; deadline: 2026-09-15.\n\n### CHG-036-02 — SBP-036-02\n\nSystem: hubspot; object: companies; record: 8003610001; field: salesforce_account_id.\nChanged to 001SB036000001. SBP-036-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/002_sbp-036-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-036-02_03_contacts.txt; Gong insight GE-036-02.\nOwner: Theo Martin; deadline: 2026-09-16.\n\n### CHG-036-03 — SBP-036-03\n\nSystem: salesforce; object: Account; record: 001SB036000002; field: HubSpot_Company_ID__c.\nChanged to 8003610002. SBP-036-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/003_sbp-036-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-036-03_03_contacts.json; Gong insight GE-036-03.\nOwner: Nora Kim; deadline: 2026-09-17.\n\n### CHG-036-04 — SBP-036-07\n\nSystem: hubspot; object: companies; record: 8003610006; field: salesforce_account_id.\nChanged to 001SB036000006. SBP-036-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/007_sbp-036-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-036-07_03_contacts.html; Gong insight GE-036-07.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-036-05 — SBP-036-08\n\nSystem: salesforce; object: Account; record: 001SB036000007; field: HubSpot_Company_ID__c.\nChanged to 8003610007. SBP-036-08 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/008_sbp-036-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-036-08_03_contacts.md; Gong insight GE-036-08.\nOwner: Luis Ortega; deadline: 2026-09-16.\n\n### CHG-036-06 — SBP-036-09\n\nSystem: hubspot; object: companies; record: 8003610008; field: salesforce_account_id.\nChanged to 001SB036000008. SBP-036-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/009_sbp-036-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-036-09_04_domains.md; Gong insight GE-036-09.\nOwner: Amina Yusuf; deadline: 2026-09-17.\n\n### CHG-036-07 — SBP-036-10\n\nSystem: salesforce; object: Account; record: 001SB036000009; field: HubSpot_Company_ID__c.\nChanged to 8003610009. SBP-036-10 qualifies for cross-CRM identity repair because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/010_sbp-036-10_02_hubspot_companies.txt and /workspace/documents/04_domains/026_sbp-036-10_04_domains.txt; Gong insight GE-036-10.\nOwner: Theo Martin; deadline: 2026-09-18.\n\n### CHG-036-08 — SBP-036-11\n\nSystem: hubspot; object: companies; record: 8003610010; field: salesforce_account_id.\nChanged to 001SB036000010. SBP-036-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/011_sbp-036-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-036-11_04_domains.json; Gong insight GE-036-11.\nOwner: Nora Kim; deadline: 2026-09-19.\n\n### CHG-036-09 — SBP-036-12\n\nSystem: salesforce; object: Account; record: 001SB036000011; field: HubSpot_Company_ID__c.\nChanged to 8003610011. SBP-036-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/012_sbp-036-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-036-12_04_domains.csv; Gong insight GE-036-12.\nOwner: Elena Rossi; deadline: 2026-09-20.\n\n### CHG-036-10 — SBP-036-13\n\nSystem: hubspot; object: companies; record: 8003610012; field: salesforce_account_id.\nChanged to 001SB036000012. SBP-036-13 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/013_sbp-036-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-036-13_04_domains.eml; Gong insight GE-036-13.\nOwner: Maya Chen; deadline: 2026-09-15.\n\n### CHG-036-11 — SBP-036-15\n\nSystem: salesforce; object: Account; record: 001SB036000014; field: HubSpot_Company_ID__c.\nChanged to 8003610014. SBP-036-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/015_sbp-036-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-036-15_04_domains.html; Gong insight GE-036-15.\nOwner: Priya Raman; deadline: 2026-09-17.\n\n### CHG-036-12 — SBP-036-16\n\nSystem: hubspot; object: companies; record: 8003610015; field: salesforce_account_id.\nChanged to 001SB036000015. SBP-036-16 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/016_sbp-036-16_02_hubspot_companies.md and /workspace/documents/04_domains/032_sbp-036-16_04_domains.md; Gong insight GE-036-16.\nOwner: Luis Ortega; deadline: 2026-09-18.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-12", + "changes": [ + { + "after": "8003610000", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-036-01_03_contacts.md", + "deadline": "2026-09-15", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-036-01", + "id": "CHG-036-01", + "object_type": "Account", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-036-01", + "primary_source": "/workspace/documents/01_salesforce_accounts/001_sbp-036-01_01_salesforce_accounts.md", + "reason": "SBP-036-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "001SB036000000", + "system": "salesforce" + }, + { + "after": "001SB036000001", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-036-02_03_contacts.txt", + "deadline": "2026-09-16", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-036-02", + "id": "CHG-036-02", + "object_type": "companies", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-036-02", + "primary_source": "/workspace/documents/01_salesforce_accounts/002_sbp-036-02_01_salesforce_accounts.txt", + "reason": "SBP-036-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.", + "record_id": "8003610001", + "system": "hubspot" + }, + { + "after": "8003610002", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-036-03_03_contacts.json", + "deadline": "2026-09-17", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-036-03", + "id": "CHG-036-03", + "object_type": "Account", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-036-03", + "primary_source": "/workspace/documents/01_salesforce_accounts/003_sbp-036-03_01_salesforce_accounts.json", + "reason": "SBP-036-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "001SB036000002", + "system": "salesforce" + }, + { + "after": "001SB036000006", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-036-07_03_contacts.html", + "deadline": "2026-09-15", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-036-07", + "id": "CHG-036-04", + "object_type": "companies", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-036-07", + "primary_source": "/workspace/documents/01_salesforce_accounts/007_sbp-036-07_01_salesforce_accounts.html", + "reason": "SBP-036-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8003610006", + "system": "hubspot" + }, + { + "after": "8003610007", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-036-08_03_contacts.md", + "deadline": "2026-09-16", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-036-08", + "id": "CHG-036-05", + "object_type": "Account", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-036-08", + "primary_source": "/workspace/documents/01_salesforce_accounts/008_sbp-036-08_01_salesforce_accounts.md", + "reason": "SBP-036-08 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "001SB036000007", + "system": "salesforce" + }, + { + "after": "001SB036000008", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/025_sbp-036-09_04_domains.md", + "deadline": "2026-09-17", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-036-09", + "id": "CHG-036-06", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-036-09", + "primary_source": "/workspace/documents/02_hubspot_companies/009_sbp-036-09_02_hubspot_companies.md", + "reason": "SBP-036-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8003610008", + "system": "hubspot" + }, + { + "after": "8003610009", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/026_sbp-036-10_04_domains.txt", + "deadline": "2026-09-18", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-036-10", + "id": "CHG-036-07", + "object_type": "Account", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-036-10", + "primary_source": "/workspace/documents/02_hubspot_companies/010_sbp-036-10_02_hubspot_companies.txt", + "reason": "SBP-036-10 qualifies for cross-CRM identity repair because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.", + "record_id": "001SB036000009", + "system": "salesforce" + }, + { + "after": "001SB036000010", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/027_sbp-036-11_04_domains.json", + "deadline": "2026-09-19", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-036-11", + "id": "CHG-036-08", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-036-11", + "primary_source": "/workspace/documents/02_hubspot_companies/011_sbp-036-11_02_hubspot_companies.json", + "reason": "SBP-036-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8003610010", + "system": "hubspot" + }, + { + "after": "8003610011", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/028_sbp-036-12_04_domains.csv", + "deadline": "2026-09-20", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-036-12", + "id": "CHG-036-09", + "object_type": "Account", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-036-12", + "primary_source": "/workspace/documents/02_hubspot_companies/012_sbp-036-12_02_hubspot_companies.csv", + "reason": "SBP-036-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "001SB036000011", + "system": "salesforce" + }, + { + "after": "001SB036000012", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/029_sbp-036-13_04_domains.eml", + "deadline": "2026-09-15", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-036-13", + "id": "CHG-036-10", + "object_type": "companies", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-036-13", + "primary_source": "/workspace/documents/02_hubspot_companies/013_sbp-036-13_02_hubspot_companies.eml", + "reason": "SBP-036-13 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8003610012", + "system": "hubspot" + }, + { + "after": "8003610014", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/031_sbp-036-15_04_domains.html", + "deadline": "2026-09-17", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-036-15", + "id": "CHG-036-11", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-036-15", + "primary_source": "/workspace/documents/02_hubspot_companies/015_sbp-036-15_02_hubspot_companies.html", + "reason": "SBP-036-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "001SB036000014", + "system": "salesforce" + }, + { + "after": "001SB036000015", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/032_sbp-036-16_04_domains.md", + "deadline": "2026-09-18", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-036-16", + "id": "CHG-036-12", + "object_type": "companies", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-036-16", + "primary_source": "/workspace/documents/02_hubspot_companies/016_sbp-036-16_02_hubspot_companies.md", + "reason": "SBP-036-16 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8003610015", + "system": "hubspot" + } + ], + "company": "Zenith Aviation Systems", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-036-zenith-external-id-gaps", + "title": "Zenith external-ID backfill" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Zenith Aviation Systems", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "aviation software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "identity-migration" + }, + "prompt": "# Zenith external-ID backfill\n\nYou are supporting Integration Product Manager at Zenith Aviation Systems, a synthetic aviation software company operating in North America. The review period is 2026-Q3; use 2026-09-12 as the fixed as-of date.\n\nBusiness situation: A deployment omitted cross-system IDs for a portfolio of accounts. Backfill matches supported by domain and address evidence; quarantine ambiguous names instead of guessing.\n\nComplete a portfolio-scale duplicate detection, migration, and source-of-truth repair. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_accounts, 02_hubspot_companies, 03_contacts, 04_domains, 05_external_ids, 06_associations, 07_merge_history, 08_sync_failures, 09_source_rules, 10_consent, 11_do_not_merge, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-036-zenith-external-id-gaps`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-036-zenith-external-id-gaps", + "task_name": "Zenith external-ID backfill", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-037-alpine-acquisition-merge.json b/tasks/sb100-037-alpine-acquisition-merge.json new file mode 100644 index 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Preserve separate contracts and Gong history while consolidating safe marketing identities in HubSpot.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-037-01 — SBP-037-01\n\nSystem: salesforce; object: Account; record: 001SB037000000; field: HubSpot_Company_ID__c.\nChanged to 8003710000. SBP-037-01 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/001_sbp-037-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-037-01_03_contacts.md; Gong insight GE-037-01.\nOwner: Theo Martin; deadline: 2026-09-16.\n\n### CHG-037-02 — SBP-037-02\n\nSystem: hubspot; object: companies; record: 8003710001; field: salesforce_account_id.\nChanged to 001SB037000001. SBP-037-02 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/002_sbp-037-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-037-02_03_contacts.txt; Gong insight GE-037-02.\nOwner: Nora Kim; deadline: 2026-09-17.\n\n### CHG-037-03 — SBP-037-03\n\nSystem: salesforce; object: Account; record: 001SB037000002; field: HubSpot_Company_ID__c.\nChanged to 8003710002. SBP-037-03 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/003_sbp-037-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-037-03_03_contacts.json; Gong insight GE-037-03.\nOwner: Elena Rossi; deadline: 2026-09-18.\n\n### CHG-037-04 — SBP-037-04\n\nSystem: hubspot; object: companies; record: 8003710003; field: salesforce_account_id.\nChanged to 001SB037000003. SBP-037-04 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/004_sbp-037-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-037-04_03_contacts.csv; Gong insight GE-037-04.\nOwner: Maya Chen; deadline: 2026-09-19.\n\n### CHG-037-05 — SBP-037-06\n\nSystem: salesforce; object: Account; record: 001SB037000005; field: HubSpot_Company_ID__c.\nChanged to 8003710005. SBP-037-06 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/006_sbp-037-06_01_salesforce_accounts.xml and /workspace/documents/03_contacts/022_sbp-037-06_03_contacts.xml; Gong insight GE-037-06.\nOwner: Priya Raman; deadline: 2026-09-21.\n\n### CHG-037-06 — SBP-037-08\n\nSystem: hubspot; object: companies; record: 8003710007; field: salesforce_account_id.\nChanged to 001SB037000007. SBP-037-08 qualifies for cross-CRM identity repair because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/008_sbp-037-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-037-08_03_contacts.md; Gong insight GE-037-08.\nOwner: Amina Yusuf; deadline: 2026-09-17.\n\n### CHG-037-07 — SBP-037-10\n\nSystem: salesforce; object: Account; record: 001SB037000009; field: HubSpot_Company_ID__c.\nChanged to 8003710009. SBP-037-10 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/010_sbp-037-10_02_hubspot_companies.txt and /workspace/documents/04_domains/026_sbp-037-10_04_domains.txt; Gong insight GE-037-10.\nOwner: Nora Kim; deadline: 2026-09-19.\n\n### CHG-037-08 — SBP-037-11\n\nSystem: hubspot; object: companies; record: 8003710010; field: salesforce_account_id.\nChanged to 001SB037000010. SBP-037-11 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/011_sbp-037-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-037-11_04_domains.json; Gong insight GE-037-11.\nOwner: Elena Rossi; deadline: 2026-09-20.\n\n### CHG-037-09 — SBP-037-12\n\nSystem: salesforce; object: Account; record: 001SB037000011; field: HubSpot_Company_ID__c.\nChanged to 8003710011. SBP-037-12 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/012_sbp-037-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-037-12_04_domains.csv; Gong insight GE-037-12.\nOwner: Maya Chen; deadline: 2026-09-21.\n\n### CHG-037-10 — SBP-037-13\n\nSystem: hubspot; object: companies; record: 8003710012; field: salesforce_account_id.\nChanged to 001SB037000012. SBP-037-13 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/013_sbp-037-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-037-13_04_domains.eml; Gong insight GE-037-13.\nOwner: Jon Bell; deadline: 2026-09-16.\n\n### CHG-037-11 — SBP-037-14\n\nSystem: salesforce; object: Account; record: 001SB037000013; field: HubSpot_Company_ID__c.\nChanged to 8003710013. SBP-037-14 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/014_sbp-037-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-037-14_04_domains.xml; Gong insight GE-037-14.\nOwner: Priya Raman; deadline: 2026-09-17.\n\n### CHG-037-12 — SBP-037-16\n\nSystem: hubspot; object: companies; record: 8003710015; field: salesforce_account_id.\nChanged to 001SB037000015. SBP-037-16 qualifies for cross-CRM identity repair because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_companies/016_sbp-037-16_02_hubspot_companies.md and /workspace/documents/04_domains/032_sbp-037-16_04_domains.md; Gong insight GE-037-16.\nOwner: Amina Yusuf; deadline: 2026-09-19.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-13", + "changes": [ + { + "after": "8003710000", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-037-01_03_contacts.md", + "deadline": "2026-09-16", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-037-01", + "id": "CHG-037-01", + "object_type": "Account", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-037-01", + "primary_source": "/workspace/documents/01_salesforce_accounts/001_sbp-037-01_01_salesforce_accounts.md", + "reason": "SBP-037-01 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "001SB037000000", + "system": "salesforce" + }, + { + "after": "001SB037000001", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-037-02_03_contacts.txt", + "deadline": "2026-09-17", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-037-02", + "id": "CHG-037-02", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-037-02", + "primary_source": "/workspace/documents/01_salesforce_accounts/002_sbp-037-02_01_salesforce_accounts.txt", + "reason": "SBP-037-02 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8003710001", + "system": "hubspot" + }, + { + "after": "8003710002", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-037-03_03_contacts.json", + "deadline": "2026-09-18", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-037-03", + "id": "CHG-037-03", + "object_type": "Account", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-037-03", + "primary_source": "/workspace/documents/01_salesforce_accounts/003_sbp-037-03_01_salesforce_accounts.json", + "reason": "SBP-037-03 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "001SB037000002", + "system": "salesforce" + }, + { + "after": "001SB037000003", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-037-04_03_contacts.csv", + "deadline": "2026-09-19", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-037-04", + "id": "CHG-037-04", + "object_type": "companies", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-037-04", + "primary_source": "/workspace/documents/01_salesforce_accounts/004_sbp-037-04_01_salesforce_accounts.csv", + "reason": "SBP-037-04 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8003710003", + "system": "hubspot" + }, + { + "after": "8003710005", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-037-06_03_contacts.xml", + "deadline": "2026-09-21", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-037-06", + "id": "CHG-037-05", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-037-06", + "primary_source": "/workspace/documents/01_salesforce_accounts/006_sbp-037-06_01_salesforce_accounts.xml", + "reason": "SBP-037-06 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "001SB037000005", + "system": "salesforce" + }, + { + "after": "001SB037000007", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-037-08_03_contacts.md", + "deadline": "2026-09-17", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-037-08", + "id": "CHG-037-06", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-037-08", + "primary_source": "/workspace/documents/01_salesforce_accounts/008_sbp-037-08_01_salesforce_accounts.md", + "reason": "SBP-037-08 qualifies for cross-CRM identity repair because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8003710007", + "system": "hubspot" + }, + { + "after": "8003710009", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/026_sbp-037-10_04_domains.txt", + "deadline": "2026-09-19", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-037-10", + "id": "CHG-037-07", + "object_type": "Account", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-037-10", + "primary_source": "/workspace/documents/02_hubspot_companies/010_sbp-037-10_02_hubspot_companies.txt", + "reason": "SBP-037-10 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; 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apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "001SB037000013", + "system": "salesforce" + }, + { + "after": "001SB037000015", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/032_sbp-037-16_04_domains.md", + "deadline": "2026-09-19", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-037-16", + "id": "CHG-037-12", + "object_type": "companies", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-037-16", + "primary_source": "/workspace/documents/02_hubspot_companies/016_sbp-037-16_02_hubspot_companies.md", + "reason": "SBP-037-16 qualifies for cross-CRM identity repair because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8003710015", + "system": "hubspot" + } + ], + "company": "Alpine Supply Chain", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-037-alpine-acquisition-merge", + "title": "Alpine acquisition account migration" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Alpine Supply Chain", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "logistics software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "Europe", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "identity-migration" + }, + "prompt": "# Alpine acquisition account migration\n\nYou are supporting M&A Systems Lead at Alpine Supply Chain, a synthetic logistics software company operating in Europe. The review period is 2026-Q4; use 2026-09-13 as the fixed as-of date.\n\nBusiness situation: An acquired CRM contains legacy company records that overlap existing Salesforce accounts. Preserve separate contracts and Gong history while consolidating safe marketing identities in HubSpot.\n\nComplete a portfolio-scale duplicate detection, migration, and source-of-truth repair. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_accounts, 02_hubspot_companies, 03_contacts, 04_domains, 05_external_ids, 06_associations, 07_merge_history, 08_sync_failures, 09_source_rules, 10_consent, 11_do_not_merge, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-037-alpine-acquisition-merge`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-037-alpine-acquisition-merge", + "task_name": "Alpine acquisition account migration", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-040-delta-sandbox-cutover.json b/tasks/sb100-040-delta-sandbox-cutover.json new file mode 100644 index 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"task_files/sb100-040-delta-sandbox-cutover/12_deliverables/096_sbp-040-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Delta sandbox-to-production identity audit\n\n## Executive assessment\n\nTest identifiers leaked into production mappings for a subset of deals and contacts. Repair production associations from approved manifests and leave all rows lacking a signed cutover record untouched.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-040-01 — SBP-040-01\n\nSystem: salesforce; object: Account; record: 001SB040000000; field: HubSpot_Company_ID__c.\nChanged to 8004010000. SBP-040-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/001_sbp-040-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-040-01_03_contacts.md; Gong insight GE-040-01.\nOwner: Maya Chen; deadline: 2026-08-31.\n\n### CHG-040-02 — SBP-040-02\n\nSystem: hubspot; object: companies; record: 8004010001; field: salesforce_account_id.\nChanged to 001SB040000001. SBP-040-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/002_sbp-040-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-040-02_03_contacts.txt; Gong insight GE-040-02.\nOwner: Jon Bell; deadline: 2026-09-01.\n\n### CHG-040-03 — SBP-040-03\n\nSystem: salesforce; object: Account; record: 001SB040000002; field: HubSpot_Company_ID__c.\nChanged to 8004010002. SBP-040-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/003_sbp-040-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-040-03_03_contacts.json; Gong insight GE-040-03.\nOwner: Priya Raman; deadline: 2026-09-02.\n\n### CHG-040-04 — SBP-040-04\n\nSystem: hubspot; object: companies; record: 8004010003; field: salesforce_account_id.\nChanged to 001SB040000003. SBP-040-04 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/004_sbp-040-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-040-04_03_contacts.csv; Gong insight GE-040-04.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-040-05 — SBP-040-05\n\nSystem: salesforce; object: Account; record: 001SB040000004; field: HubSpot_Company_ID__c.\nChanged to 8004010004. SBP-040-05 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/005_sbp-040-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-040-05_03_contacts.eml; Gong insight GE-040-05.\nOwner: Amina Yusuf; deadline: 2026-09-04.\n\n### CHG-040-06 — SBP-040-07\n\nSystem: hubspot; object: companies; record: 8004010006; field: salesforce_account_id.\nChanged to 001SB040000006. SBP-040-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/007_sbp-040-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-040-07_03_contacts.html; Gong insight GE-040-07.\nOwner: Nora Kim; deadline: 2026-08-31.\n\n### CHG-040-07 — SBP-040-08\n\nSystem: salesforce; object: Account; record: 001SB040000007; field: HubSpot_Company_ID__c.\nChanged to 8004010007. SBP-040-08 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_salesforce_accounts/008_sbp-040-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-040-08_03_contacts.md; Gong insight GE-040-08.\nOwner: Elena Rossi; deadline: 2026-09-01.\n\n### CHG-040-08 — SBP-040-09\n\nSystem: hubspot; object: companies; record: 8004010008; field: salesforce_account_id.\nChanged to 001SB040000008. SBP-040-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/009_sbp-040-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-040-09_04_domains.md; Gong insight GE-040-09.\nOwner: Maya Chen; deadline: 2026-09-02.\n\n### CHG-040-09 — SBP-040-11\n\nSystem: salesforce; object: Account; record: 001SB040000010; field: HubSpot_Company_ID__c.\nChanged to 8004010010. SBP-040-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/011_sbp-040-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-040-11_04_domains.json; Gong insight GE-040-11.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-040-10 — SBP-040-12\n\nSystem: hubspot; object: companies; record: 8004010011; field: salesforce_account_id.\nChanged to 001SB040000011. SBP-040-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/012_sbp-040-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-040-12_04_domains.csv; Gong insight GE-040-12.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-040-11 — SBP-040-14\n\nSystem: salesforce; object: Account; record: 001SB040000013; field: HubSpot_Company_ID__c.\nChanged to 8004010013. SBP-040-14 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/014_sbp-040-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-040-14_04_domains.xml; Gong insight GE-040-14.\nOwner: Theo Martin; deadline: 2026-09-01.\n\n### CHG-040-12 — SBP-040-15\n\nSystem: hubspot; object: companies; record: 8004010014; field: salesforce_account_id.\nChanged to 001SB040000014. SBP-040-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_companies/015_sbp-040-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-040-15_04_domains.html; Gong insight GE-040-15.\nOwner: Nora Kim; deadline: 2026-09-02.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-28", + "changes": [ + { + "after": "8004010000", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-040-01_03_contacts.md", + "deadline": "2026-08-31", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-040-01", + "id": "CHG-040-01", + "object_type": "Account", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-040-01", + "primary_source": "/workspace/documents/01_salesforce_accounts/001_sbp-040-01_01_salesforce_accounts.md", + "reason": "SBP-040-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "001SB040000000", + "system": "salesforce" + }, + { + "after": "001SB040000001", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-040-02_03_contacts.txt", + "deadline": "2026-09-01", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-040-02", + "id": "CHG-040-02", + "object_type": "companies", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-040-02", + "primary_source": "/workspace/documents/01_salesforce_accounts/002_sbp-040-02_01_salesforce_accounts.txt", + "reason": "SBP-040-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8004010001", + "system": "hubspot" + }, + { + "after": "8004010002", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-040-03_03_contacts.json", + "deadline": "2026-09-02", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-040-03", + "id": "CHG-040-03", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-040-03", + "primary_source": "/workspace/documents/01_salesforce_accounts/003_sbp-040-03_01_salesforce_accounts.json", + "reason": "SBP-040-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "001SB040000002", + "system": "salesforce" + }, + { + "after": "001SB040000003", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-040-04_03_contacts.csv", + "deadline": "2026-09-03", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-040-04", + "id": "CHG-040-04", + "object_type": "companies", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-040-04", + "primary_source": "/workspace/documents/01_salesforce_accounts/004_sbp-040-04_01_salesforce_accounts.csv", + "reason": "SBP-040-04 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8004010003", + "system": "hubspot" + }, + { + "after": "8004010004", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-040-05_03_contacts.eml", + "deadline": "2026-09-04", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-040-05", + "id": "CHG-040-05", + "object_type": "Account", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-040-05", + "primary_source": "/workspace/documents/01_salesforce_accounts/005_sbp-040-05_01_salesforce_accounts.eml", + "reason": "SBP-040-05 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "001SB040000004", + "system": "salesforce" + }, + { + "after": "001SB040000006", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-040-07_03_contacts.html", + "deadline": "2026-08-31", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-040-07", + "id": "CHG-040-06", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-040-07", + "primary_source": "/workspace/documents/01_salesforce_accounts/007_sbp-040-07_01_salesforce_accounts.html", + "reason": "SBP-040-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8004010006", + "system": "hubspot" + }, + { + "after": "8004010007", + "before": "", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-040-08_03_contacts.md", + "deadline": "2026-09-01", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-040-08", + "id": "CHG-040-07", + "object_type": "Account", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-040-08", + "primary_source": "/workspace/documents/01_salesforce_accounts/008_sbp-040-08_01_salesforce_accounts.md", + "reason": "SBP-040-08 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "001SB040000007", + "system": "salesforce" + }, + { + "after": "001SB040000008", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/025_sbp-040-09_04_domains.md", + "deadline": "2026-09-02", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-040-09", + "id": "CHG-040-08", + "object_type": "companies", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-040-09", + "primary_source": "/workspace/documents/02_hubspot_companies/009_sbp-040-09_02_hubspot_companies.md", + "reason": "SBP-040-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8004010008", + "system": "hubspot" + }, + { + "after": "8004010010", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/027_sbp-040-11_04_domains.json", + "deadline": "2026-09-04", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-040-11", + "id": "CHG-040-09", + "object_type": "Account", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-040-11", + "primary_source": "/workspace/documents/02_hubspot_companies/011_sbp-040-11_02_hubspot_companies.json", + "reason": "SBP-040-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "001SB040000010", + "system": "salesforce" + }, + { + "after": "001SB040000011", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/028_sbp-040-12_04_domains.csv", + "deadline": "2026-09-05", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-040-12", + "id": "CHG-040-10", + "object_type": "companies", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-040-12", + "primary_source": "/workspace/documents/02_hubspot_companies/012_sbp-040-12_02_hubspot_companies.csv", + "reason": "SBP-040-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8004010011", + "system": "hubspot" + }, + { + "after": "8004010013", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/030_sbp-040-14_04_domains.xml", + "deadline": "2026-09-01", + "field": "HubSpot_Company_ID__c", + "gong_evidence_id": "GE-040-14", + "id": "CHG-040-11", + "object_type": "Account", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-040-14", + "primary_source": "/workspace/documents/02_hubspot_companies/014_sbp-040-14_02_hubspot_companies.xml", + "reason": "SBP-040-14 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.", + "record_id": "001SB040000013", + "system": "salesforce" + }, + { + "after": "001SB040000014", + "before": "", + "corroborating_source": "/workspace/documents/04_domains/031_sbp-040-15_04_domains.html", + "deadline": "2026-09-02", + "field": "salesforce_account_id", + "gong_evidence_id": "GE-040-15", + "id": "CHG-040-12", + "object_type": "companies", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-040-15", + "primary_source": "/workspace/documents/02_hubspot_companies/015_sbp-040-15_02_hubspot_companies.html", + "reason": "SBP-040-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8004010014", + "system": "hubspot" + } + ], + "company": "Delta Workforce", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-040-delta-sandbox-cutover", + "title": "Delta sandbox-to-production identity audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Delta Workforce", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "workforce software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "identity-migration" + }, + "prompt": "# Delta sandbox-to-production identity audit\n\nYou are supporting Release Manager at Delta Workforce, a synthetic workforce software company operating in Global. The review period is 2026-Q3; use 2026-08-28 as the fixed as-of date.\n\nBusiness situation: Test identifiers leaked into production mappings for a subset of deals and contacts. Repair production associations from approved manifests and leave all rows lacking a signed cutover record untouched.\n\nComplete a portfolio-scale duplicate detection, migration, and source-of-truth repair. The evidence room contains exactly 96 records in twelve workstreams: 01_salesforce_accounts, 02_hubspot_companies, 03_contacts, 04_domains, 05_external_ids, 06_associations, 07_merge_history, 08_sync_failures, 09_source_rules, 10_consent, 11_do_not_merge, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-040-delta-sandbox-cutover`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-040-delta-sandbox-cutover", + "task_name": "Delta sandbox-to-production identity audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-041-everest-enterprise-inbound.json b/tasks/sb100-041-everest-enterprise-inbound.json new file mode 100644 index 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Qualify from firmographics and activity, route by approved rules, and avoid reassignment where an active opportunity already establishes ownership.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-041-01 — SBP-041-01\n\nSystem: salesforce; object: Lead; record: 00QSB041000000; field: OwnerId.\nChanged 00GQUEUE to 005SB000000002. SBP-041-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/001_sbp-041-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-041-01_03_salesforce_leads.md; Gong insight GE-041-01.\nOwner: Jon Bell; deadline: 2026-09-01.\n\n### CHG-041-02 — SBP-041-02\n\nSystem: hubspot; object: contacts; record: 8004130001; field: hubspot_owner_id.\nChanged unassigned to 005SB000000003. SBP-041-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/002_sbp-041-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-041-02_03_salesforce_leads.txt; Gong insight GE-041-02.\nOwner: Priya Raman; deadline: 2026-09-02.\n\n### CHG-041-03 — SBP-041-03\n\nSystem: salesforce; object: Lead; record: 00QSB041000002; field: OwnerId.\nChanged 00GQUEUE to 005SB000000004. SBP-041-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/003_sbp-041-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-041-03_03_salesforce_leads.json; Gong insight GE-041-03.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-041-04 — SBP-041-05\n\nSystem: hubspot; object: contacts; record: 8004130004; field: hubspot_owner_id.\nChanged unassigned to 005SB000000006. SBP-041-05 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/005_sbp-041-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-041-05_03_salesforce_leads.eml; Gong insight GE-041-05.\nOwner: Theo Martin; deadline: 2026-09-05.\n\n### CHG-041-05 — SBP-041-06\n\nSystem: salesforce; object: Lead; record: 00QSB041000005; field: OwnerId.\nChanged 00GQUEUE to 005SB000000007. SBP-041-06 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/006_sbp-041-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-041-06_03_salesforce_leads.xml; Gong insight GE-041-06.\nOwner: Nora Kim; deadline: 2026-09-06.\n\n### CHG-041-06 — SBP-041-10\n\nSystem: hubspot; object: contacts; record: 8004130009; field: hubspot_owner_id.\nChanged unassigned to 005SB000000003. SBP-041-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/010_sbp-041-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-041-10_04_gong_history.txt; Gong insight GE-041-10.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-041-07 — SBP-041-11\n\nSystem: salesforce; object: Lead; record: 00QSB041000010; field: OwnerId.\nChanged 00GQUEUE to 005SB000000004. SBP-041-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/011_sbp-041-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-041-11_04_gong_history.json; Gong insight GE-041-11.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-041-08 — SBP-041-12\n\nSystem: hubspot; object: contacts; record: 8004130011; field: hubspot_owner_id.\nChanged unassigned to 005SB000000005. SBP-041-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/012_sbp-041-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-041-12_04_gong_history.csv; Gong insight GE-041-12.\nOwner: Amina Yusuf; deadline: 2026-09-06.\n\n### CHG-041-09 — SBP-041-13\n\nSystem: salesforce; object: Lead; record: 00QSB041000012; field: OwnerId.\nChanged 00GQUEUE to 005SB000000006. SBP-041-13 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/013_sbp-041-13_02_hubspot_contacts.eml and /workspace/documents/04_gong_history/029_sbp-041-13_04_gong_history.eml; Gong insight GE-041-13.\nOwner: Theo Martin; deadline: 2026-09-01.\n\n### CHG-041-10 — SBP-041-14\n\nSystem: hubspot; object: contacts; record: 8004130013; field: hubspot_owner_id.\nChanged unassigned to 005SB000000007. SBP-041-14 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/014_sbp-041-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-041-14_04_gong_history.xml; Gong insight GE-041-14.\nOwner: Nora Kim; deadline: 2026-09-02.\n\n### CHG-041-11 — SBP-041-15\n\nSystem: salesforce; object: Lead; record: 00QSB041000014; field: OwnerId.\nChanged 00GQUEUE to 005SB000000008. SBP-041-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/015_sbp-041-15_02_hubspot_contacts.html and /workspace/documents/04_gong_history/031_sbp-041-15_04_gong_history.html; Gong insight GE-041-15.\nOwner: Elena Rossi; deadline: 2026-09-03.\n\n### CHG-041-12 — SBP-041-16\n\nSystem: hubspot; object: contacts; record: 8004130015; field: hubspot_owner_id.\nChanged unassigned to 005SB000000001. SBP-041-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/016_sbp-041-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-041-16_04_gong_history.md; Gong insight GE-041-16.\nOwner: Maya Chen; deadline: 2026-09-04.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-29", + "changes": [ + { + "after": "005SB000000002", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/017_sbp-041-01_03_salesforce_leads.md", + "deadline": "2026-09-01", + "field": "OwnerId", + "gong_evidence_id": "GE-041-01", + "id": "CHG-041-01", + "object_type": "Lead", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-041-01", + "primary_source": "/workspace/documents/01_inbound_leads/001_sbp-041-01_01_inbound_leads.md", + "reason": "SBP-041-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "00QSB041000000", + "system": "salesforce" + }, + { + "after": "005SB000000003", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/018_sbp-041-02_03_salesforce_leads.txt", + "deadline": "2026-09-02", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-041-02", + "id": "CHG-041-02", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-041-02", + "primary_source": "/workspace/documents/01_inbound_leads/002_sbp-041-02_01_inbound_leads.txt", + "reason": "SBP-041-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8004130001", + "system": "hubspot" + }, + { + "after": "005SB000000004", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/019_sbp-041-03_03_salesforce_leads.json", + "deadline": "2026-09-03", + "field": "OwnerId", + "gong_evidence_id": "GE-041-03", + "id": "CHG-041-03", + "object_type": "Lead", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-041-03", + "primary_source": "/workspace/documents/01_inbound_leads/003_sbp-041-03_01_inbound_leads.json", + "reason": "SBP-041-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00QSB041000002", + "system": "salesforce" + }, + { + "after": "005SB000000006", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/021_sbp-041-05_03_salesforce_leads.eml", + "deadline": "2026-09-05", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-041-05", + "id": "CHG-041-04", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-041-05", + "primary_source": "/workspace/documents/01_inbound_leads/005_sbp-041-05_01_inbound_leads.eml", + "reason": "SBP-041-05 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8004130004", + "system": "hubspot" + }, + { + "after": "005SB000000007", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/022_sbp-041-06_03_salesforce_leads.xml", + "deadline": "2026-09-06", + "field": "OwnerId", + "gong_evidence_id": "GE-041-06", + "id": "CHG-041-05", + "object_type": "Lead", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-041-06", + "primary_source": "/workspace/documents/01_inbound_leads/006_sbp-041-06_01_inbound_leads.xml", + "reason": "SBP-041-06 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00QSB041000005", + "system": "salesforce" + }, + { + "after": "005SB000000003", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/026_sbp-041-10_04_gong_history.txt", + "deadline": "2026-09-04", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-041-10", + "id": "CHG-041-06", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-041-10", + "primary_source": "/workspace/documents/02_hubspot_contacts/010_sbp-041-10_02_hubspot_contacts.txt", + "reason": "SBP-041-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8004130009", + "system": "hubspot" + }, + { + "after": "005SB000000004", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/027_sbp-041-11_04_gong_history.json", + "deadline": "2026-09-05", + "field": "OwnerId", + "gong_evidence_id": "GE-041-11", + "id": "CHG-041-07", + "object_type": "Lead", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-041-11", + "primary_source": "/workspace/documents/02_hubspot_contacts/011_sbp-041-11_02_hubspot_contacts.json", + "reason": "SBP-041-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00QSB041000010", + "system": "salesforce" + }, + { + "after": "005SB000000005", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/028_sbp-041-12_04_gong_history.csv", + "deadline": "2026-09-06", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-041-12", + "id": "CHG-041-08", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-041-12", + "primary_source": "/workspace/documents/02_hubspot_contacts/012_sbp-041-12_02_hubspot_contacts.csv", + "reason": "SBP-041-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8004130011", + "system": "hubspot" + }, + { + "after": "005SB000000006", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/029_sbp-041-13_04_gong_history.eml", + "deadline": "2026-09-01", + "field": "OwnerId", + "gong_evidence_id": "GE-041-13", + "id": "CHG-041-09", + "object_type": "Lead", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-041-13", + "primary_source": "/workspace/documents/02_hubspot_contacts/013_sbp-041-13_02_hubspot_contacts.eml", + "reason": "SBP-041-13 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00QSB041000012", + "system": "salesforce" + }, + { + "after": "005SB000000007", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/030_sbp-041-14_04_gong_history.xml", + "deadline": "2026-09-02", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-041-14", + "id": "CHG-041-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-041-14", + "primary_source": "/workspace/documents/02_hubspot_contacts/014_sbp-041-14_02_hubspot_contacts.xml", + "reason": "SBP-041-14 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8004130013", + "system": "hubspot" + }, + { + "after": "005SB000000008", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/031_sbp-041-15_04_gong_history.html", + "deadline": "2026-09-03", + "field": "OwnerId", + "gong_evidence_id": "GE-041-15", + "id": "CHG-041-11", + "object_type": "Lead", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-041-15", + "primary_source": "/workspace/documents/02_hubspot_contacts/015_sbp-041-15_02_hubspot_contacts.html", + "reason": "SBP-041-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00QSB041000014", + "system": "salesforce" + }, + { + "after": "005SB000000001", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/032_sbp-041-16_04_gong_history.md", + "deadline": "2026-09-04", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-041-16", + "id": "CHG-041-12", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-041-16", + "primary_source": "/workspace/documents/02_hubspot_contacts/016_sbp-041-16_02_hubspot_contacts.md", + "reason": "SBP-041-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8004130015", + "system": "hubspot" + } + ], + "company": "Everest Data Lake", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-041-everest-enterprise-inbound", + "title": "Everest enterprise inbound routing" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Everest Data Lake", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "data infrastructure", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "lead-routing" + }, + "prompt": "# Everest enterprise inbound routing\n\nYou are supporting Global SDR Operations Manager at Everest Data Lake, a synthetic data infrastructure company operating in North America. The review period is 2026-Q3; use 2026-08-29 as the fixed as-of date.\n\nBusiness situation: High-value inbound leads span named accounts and whitespace territories. Qualify from firmographics and activity, route by approved rules, and avoid reassignment where an active opportunity already establishes ownership.\n\nComplete a portfolio-scale lead qualification, enrichment, and territory routing. The evidence room contains exactly 96 records in twelve workstreams: 01_inbound_leads, 02_hubspot_contacts, 03_salesforce_leads, 04_gong_history, 05_account_matches, 06_territories, 07_scoring_policy, 08_consent, 09_owner_capacity, 10_disqualifiers, 11_routing_audit, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-041-everest-enterprise-inbound`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-041-everest-enterprise-inbound", + "task_name": "Everest enterprise inbound routing", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-042-foxtrot-emea-consent.json b/tasks/sb100-042-foxtrot-emea-consent.json new file mode 100644 index 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"task_files/sb100-042-foxtrot-emea-consent/12_deliverables/095_sbp-042-15_12_deliverables.html", + "task_files/sb100-042-foxtrot-emea-consent/12_deliverables/096_sbp-042-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Foxtrot EMEA consent-aware routing\n\n## Executive assessment\n\nEvent leads include mixed lawful-basis and country data. Route eligible buyers, suppress prohibited outreach, and quarantine contacts whose consent evidence conflicts across imports.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-042-01 — SBP-042-02\n\nSystem: salesforce; object: Lead; record: 00QSB042000001; field: OwnerId.\nChanged 00GQUEUE to 005SB000000004. SBP-042-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/002_sbp-042-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-042-02_03_salesforce_leads.txt; Gong insight GE-042-02.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-042-02 — SBP-042-03\n\nSystem: hubspot; object: contacts; record: 8004230002; field: hubspot_owner_id.\nChanged unassigned to 005SB000000005. SBP-042-03 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/003_sbp-042-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-042-03_03_salesforce_leads.json; Gong insight GE-042-03.\nOwner: Amina Yusuf; deadline: 2026-09-04.\n\n### CHG-042-03 — SBP-042-04\n\nSystem: salesforce; object: Lead; record: 00QSB042000003; field: OwnerId.\nChanged 00GQUEUE to 005SB000000006. SBP-042-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/004_sbp-042-04_01_inbound_leads.csv and /workspace/documents/03_salesforce_leads/020_sbp-042-04_03_salesforce_leads.csv; Gong insight GE-042-04.\nOwner: Theo Martin; deadline: 2026-09-05.\n\n### CHG-042-04 — SBP-042-05\n\nSystem: hubspot; object: contacts; record: 8004230004; field: hubspot_owner_id.\nChanged unassigned to 005SB000000007. SBP-042-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/005_sbp-042-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-042-05_03_salesforce_leads.eml; Gong insight GE-042-05.\nOwner: Nora Kim; deadline: 2026-09-06.\n\n### CHG-042-05 — SBP-042-06\n\nSystem: salesforce; object: Lead; record: 00QSB042000005; field: OwnerId.\nChanged 00GQUEUE to 005SB000000008. SBP-042-06 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/006_sbp-042-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-042-06_03_salesforce_leads.xml; Gong insight GE-042-06.\nOwner: Elena Rossi; deadline: 2026-09-07.\n\n### CHG-042-06 — SBP-042-07\n\nSystem: hubspot; object: contacts; record: 8004230006; field: hubspot_owner_id.\nChanged unassigned to 005SB000000001. SBP-042-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/007_sbp-042-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-042-07_03_salesforce_leads.html; Gong insight GE-042-07.\nOwner: Maya Chen; deadline: 2026-09-02.\n\n### CHG-042-07 — SBP-042-10\n\nSystem: salesforce; object: Lead; record: 00QSB042000009; field: OwnerId.\nChanged 00GQUEUE to 005SB000000004. SBP-042-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/010_sbp-042-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-042-10_04_gong_history.txt; Gong insight GE-042-10.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-042-08 — SBP-042-11\n\nSystem: hubspot; object: contacts; record: 8004230010; field: hubspot_owner_id.\nChanged unassigned to 005SB000000005. SBP-042-11 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/011_sbp-042-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-042-11_04_gong_history.json; Gong insight GE-042-11.\nOwner: Amina Yusuf; deadline: 2026-09-06.\n\n### CHG-042-09 — SBP-042-12\n\nSystem: salesforce; object: Lead; record: 00QSB042000011; field: OwnerId.\nChanged 00GQUEUE to 005SB000000006. SBP-042-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/012_sbp-042-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-042-12_04_gong_history.csv; Gong insight GE-042-12.\nOwner: Theo Martin; deadline: 2026-09-07.\n\n### CHG-042-10 — SBP-042-13\n\nSystem: hubspot; object: contacts; record: 8004230012; field: hubspot_owner_id.\nChanged unassigned to 005SB000000007. SBP-042-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/013_sbp-042-13_02_hubspot_contacts.eml and /workspace/documents/04_gong_history/029_sbp-042-13_04_gong_history.eml; Gong insight GE-042-13.\nOwner: Nora Kim; deadline: 2026-09-02.\n\n### CHG-042-11 — SBP-042-14\n\nSystem: salesforce; object: Lead; record: 00QSB042000013; field: OwnerId.\nChanged 00GQUEUE to 005SB000000008. SBP-042-14 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/014_sbp-042-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-042-14_04_gong_history.xml; Gong insight GE-042-14.\nOwner: Elena Rossi; deadline: 2026-09-03.\n\n### CHG-042-12 — SBP-042-16\n\nSystem: hubspot; object: contacts; record: 8004230015; field: hubspot_owner_id.\nChanged unassigned to 005SB000000002. SBP-042-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/016_sbp-042-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-042-16_04_gong_history.md; Gong insight GE-042-16.\nOwner: Jon Bell; deadline: 2026-09-05.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-30", + "changes": [ + { + "after": "005SB000000004", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/018_sbp-042-02_03_salesforce_leads.txt", + "deadline": "2026-09-03", + "field": "OwnerId", + "gong_evidence_id": "GE-042-02", + "id": "CHG-042-01", + "object_type": "Lead", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-042-02", + "primary_source": "/workspace/documents/01_inbound_leads/002_sbp-042-02_01_inbound_leads.txt", + "reason": "SBP-042-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00QSB042000001", + "system": "salesforce" + }, + { + "after": "005SB000000005", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/019_sbp-042-03_03_salesforce_leads.json", + "deadline": "2026-09-04", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-042-03", + "id": "CHG-042-02", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-042-03", + "primary_source": "/workspace/documents/01_inbound_leads/003_sbp-042-03_01_inbound_leads.json", + "reason": "SBP-042-03 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8004230002", + "system": "hubspot" + }, + { + "after": "005SB000000006", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/020_sbp-042-04_03_salesforce_leads.csv", + "deadline": "2026-09-05", + "field": "OwnerId", + "gong_evidence_id": "GE-042-04", + "id": "CHG-042-03", + "object_type": "Lead", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-042-04", + "primary_source": "/workspace/documents/01_inbound_leads/004_sbp-042-04_01_inbound_leads.csv", + "reason": "SBP-042-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.", + "record_id": "00QSB042000003", + "system": "salesforce" + }, + { + "after": "005SB000000007", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/021_sbp-042-05_03_salesforce_leads.eml", + "deadline": "2026-09-06", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-042-05", + "id": "CHG-042-04", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-042-05", + "primary_source": "/workspace/documents/01_inbound_leads/005_sbp-042-05_01_inbound_leads.eml", + "reason": "SBP-042-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8004230004", + "system": "hubspot" + }, + { + "after": "005SB000000008", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/022_sbp-042-06_03_salesforce_leads.xml", + "deadline": "2026-09-07", + "field": "OwnerId", + "gong_evidence_id": "GE-042-06", + "id": "CHG-042-05", + "object_type": "Lead", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-042-06", + "primary_source": "/workspace/documents/01_inbound_leads/006_sbp-042-06_01_inbound_leads.xml", + "reason": "SBP-042-06 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00QSB042000005", + "system": "salesforce" + }, + { + "after": "005SB000000001", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/023_sbp-042-07_03_salesforce_leads.html", + "deadline": "2026-09-02", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-042-07", + "id": "CHG-042-06", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-042-07", + "primary_source": "/workspace/documents/01_inbound_leads/007_sbp-042-07_01_inbound_leads.html", + "reason": "SBP-042-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8004230006", + "system": "hubspot" + }, + { + "after": "005SB000000004", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/026_sbp-042-10_04_gong_history.txt", + "deadline": "2026-09-05", + "field": "OwnerId", + "gong_evidence_id": "GE-042-10", + "id": "CHG-042-07", + "object_type": "Lead", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-042-10", + "primary_source": "/workspace/documents/02_hubspot_contacts/010_sbp-042-10_02_hubspot_contacts.txt", + "reason": "SBP-042-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00QSB042000009", + "system": "salesforce" + }, + { + "after": "005SB000000005", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/027_sbp-042-11_04_gong_history.json", + "deadline": "2026-09-06", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-042-11", + "id": "CHG-042-08", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-042-11", + "primary_source": "/workspace/documents/02_hubspot_contacts/011_sbp-042-11_02_hubspot_contacts.json", + "reason": "SBP-042-11 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8004230010", + "system": "hubspot" + }, + { + "after": "005SB000000006", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/028_sbp-042-12_04_gong_history.csv", + "deadline": "2026-09-07", + "field": "OwnerId", + "gong_evidence_id": "GE-042-12", + "id": "CHG-042-09", + "object_type": "Lead", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-042-12", + "primary_source": "/workspace/documents/02_hubspot_contacts/012_sbp-042-12_02_hubspot_contacts.csv", + "reason": "SBP-042-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.", + "record_id": "00QSB042000011", + "system": "salesforce" + }, + { + "after": "005SB000000007", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/029_sbp-042-13_04_gong_history.eml", + "deadline": "2026-09-02", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-042-13", + "id": "CHG-042-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-042-13", + "primary_source": "/workspace/documents/02_hubspot_contacts/013_sbp-042-13_02_hubspot_contacts.eml", + "reason": "SBP-042-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8004230012", + "system": "hubspot" + }, + { + "after": "005SB000000008", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/030_sbp-042-14_04_gong_history.xml", + "deadline": "2026-09-03", + "field": "OwnerId", + "gong_evidence_id": "GE-042-14", + "id": "CHG-042-11", + "object_type": "Lead", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-042-14", + "primary_source": "/workspace/documents/02_hubspot_contacts/014_sbp-042-14_02_hubspot_contacts.xml", + "reason": "SBP-042-14 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00QSB042000013", + "system": "salesforce" + }, + { + "after": "005SB000000002", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/032_sbp-042-16_04_gong_history.md", + "deadline": "2026-09-05", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-042-16", + "id": "CHG-042-12", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-042-16", + "primary_source": "/workspace/documents/02_hubspot_contacts/016_sbp-042-16_02_hubspot_contacts.md", + "reason": "SBP-042-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8004230015", + "system": "hubspot" + } + ], + "company": "Foxtrot Automation", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-042-foxtrot-emea-consent", + "title": "Foxtrot EMEA consent-aware routing" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Foxtrot Automation", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "automation software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "lead-routing" + }, + "prompt": "# Foxtrot EMEA consent-aware routing\n\nYou are supporting EMEA SDR Director at Foxtrot Automation, a synthetic automation software company operating in EMEA. The review period is 2026-Q3; use 2026-08-30 as the fixed as-of date.\n\nBusiness situation: Event leads include mixed lawful-basis and country data. Route eligible buyers, suppress prohibited outreach, and quarantine contacts whose consent evidence conflicts across imports.\n\nComplete a portfolio-scale lead qualification, enrichment, and territory routing. The evidence room contains exactly 96 records in twelve workstreams: 01_inbound_leads, 02_hubspot_contacts, 03_salesforce_leads, 04_gong_history, 05_account_matches, 06_territories, 07_scoring_policy, 08_consent, 09_owner_capacity, 10_disqualifiers, 11_routing_audit, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-042-foxtrot-emea-consent`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-042-foxtrot-emea-consent", + "task_name": "Foxtrot EMEA consent-aware routing", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-043-ginkgo-product-led.json b/tasks/sb100-043-ginkgo-product-led.json new file mode 100644 index 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"task_files/sb100-043-ginkgo-product-led/11_routing_audit/088_sbp-043-08_11_routing_audit.md", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/089_sbp-043-09_12_deliverables.md", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/090_sbp-043-10_12_deliverables.txt", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/091_sbp-043-11_12_deliverables.json", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/092_sbp-043-12_12_deliverables.csv", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/093_sbp-043-13_12_deliverables.eml", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/094_sbp-043-14_12_deliverables.xml", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/095_sbp-043-15_12_deliverables.html", + "task_files/sb100-043-ginkgo-product-led/12_deliverables/096_sbp-043-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Ginkgo product-led sales handoff\n\n## Executive assessment\n\nUsage-qualified accounts generated multiple contacts and free-email signups. Group identities, identify the buying organization, and create sales handoffs only above the documented product threshold.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-043-01 — SBP-043-01\n\nSystem: salesforce; object: Lead; record: 00QSB043000000; field: OwnerId.\nChanged 00GQUEUE to 005SB000000004. SBP-043-01 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/001_sbp-043-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-043-01_03_salesforce_leads.md; Gong insight GE-043-01.\nOwner: Luis Ortega; deadline: 2026-09-03.\n\n### CHG-043-02 — SBP-043-02\n\nSystem: hubspot; object: contacts; record: 8004330001; field: hubspot_owner_id.\nChanged unassigned to 005SB000000005. SBP-043-02 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/002_sbp-043-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-043-02_03_salesforce_leads.txt; Gong insight GE-043-02.\nOwner: Amina Yusuf; deadline: 2026-09-04.\n\n### CHG-043-03 — SBP-043-03\n\nSystem: salesforce; object: Lead; record: 00QSB043000002; field: OwnerId.\nChanged 00GQUEUE to 005SB000000006. SBP-043-03 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/003_sbp-043-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-043-03_03_salesforce_leads.json; Gong insight GE-043-03.\nOwner: Theo Martin; deadline: 2026-09-05.\n\n### CHG-043-04 — SBP-043-04\n\nSystem: hubspot; object: contacts; record: 8004330003; field: hubspot_owner_id.\nChanged unassigned to 005SB000000007. SBP-043-04 qualifies for qualified-lead routing because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/004_sbp-043-04_01_inbound_leads.csv and /workspace/documents/03_salesforce_leads/020_sbp-043-04_03_salesforce_leads.csv; Gong insight GE-043-04.\nOwner: Nora Kim; deadline: 2026-09-06.\n\n### CHG-043-05 — SBP-043-06\n\nSystem: salesforce; object: Lead; record: 00QSB043000005; field: OwnerId.\nChanged 00GQUEUE to 005SB000000001. SBP-043-06 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/006_sbp-043-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-043-06_03_salesforce_leads.xml; Gong insight GE-043-06.\nOwner: Maya Chen; deadline: 2026-09-08.\n\n### CHG-043-06 — SBP-043-07\n\nSystem: hubspot; object: contacts; record: 8004330006; field: hubspot_owner_id.\nChanged unassigned to 005SB000000002. SBP-043-07 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/007_sbp-043-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-043-07_03_salesforce_leads.html; Gong insight GE-043-07.\nOwner: Jon Bell; deadline: 2026-09-03.\n\n### CHG-043-07 — SBP-043-08\n\nSystem: salesforce; object: Lead; record: 00QSB043000007; field: OwnerId.\nChanged 00GQUEUE to 005SB000000003. SBP-043-08 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_inbound_leads/008_sbp-043-08_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/024_sbp-043-08_03_salesforce_leads.md; Gong insight GE-043-08.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-043-08 — SBP-043-09\n\nSystem: hubspot; object: contacts; record: 8004330008; field: hubspot_owner_id.\nChanged unassigned to 005SB000000004. SBP-043-09 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/009_sbp-043-09_02_hubspot_contacts.md and /workspace/documents/04_gong_history/025_sbp-043-09_04_gong_history.md; Gong insight GE-043-09.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-043-09 — SBP-043-11\n\nSystem: salesforce; object: Lead; record: 00QSB043000010; field: OwnerId.\nChanged 00GQUEUE to 005SB000000006. SBP-043-11 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/011_sbp-043-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-043-11_04_gong_history.json; Gong insight GE-043-11.\nOwner: Theo Martin; deadline: 2026-09-07.\n\n### CHG-043-10 — SBP-043-12\n\nSystem: hubspot; object: contacts; record: 8004330011; field: hubspot_owner_id.\nChanged unassigned to 005SB000000007. SBP-043-12 qualifies for qualified-lead routing because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/012_sbp-043-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-043-12_04_gong_history.csv; Gong insight GE-043-12.\nOwner: Nora Kim; deadline: 2026-09-08.\n\n### CHG-043-11 — SBP-043-14\n\nSystem: salesforce; object: Lead; record: 00QSB043000013; field: OwnerId.\nChanged 00GQUEUE to 005SB000000001. SBP-043-14 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/014_sbp-043-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-043-14_04_gong_history.xml; Gong insight GE-043-14.\nOwner: Maya Chen; deadline: 2026-09-04.\n\n### CHG-043-12 — SBP-043-16\n\nSystem: hubspot; object: contacts; record: 8004330015; field: hubspot_owner_id.\nChanged unassigned to 005SB000000003. SBP-043-16 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/016_sbp-043-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-043-16_04_gong_history.md; Gong insight GE-043-16.\nOwner: Priya Raman; deadline: 2026-09-06.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-31", + "changes": [ + { + "after": "005SB000000004", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/017_sbp-043-01_03_salesforce_leads.md", + "deadline": "2026-09-03", + "field": "OwnerId", + "gong_evidence_id": "GE-043-01", + "id": "CHG-043-01", + "object_type": "Lead", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-043-01", + "primary_source": "/workspace/documents/01_inbound_leads/001_sbp-043-01_01_inbound_leads.md", + "reason": "SBP-043-01 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "00QSB043000000", + "system": "salesforce" + }, + { + "after": "005SB000000005", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/018_sbp-043-02_03_salesforce_leads.txt", + "deadline": "2026-09-04", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-043-02", + "id": "CHG-043-02", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-043-02", + "primary_source": "/workspace/documents/01_inbound_leads/002_sbp-043-02_01_inbound_leads.txt", + "reason": "SBP-043-02 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8004330001", + "system": "hubspot" + }, + { + "after": "005SB000000006", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/019_sbp-043-03_03_salesforce_leads.json", + "deadline": "2026-09-05", + "field": "OwnerId", + "gong_evidence_id": "GE-043-03", + "id": "CHG-043-03", + "object_type": "Lead", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-043-03", + "primary_source": "/workspace/documents/01_inbound_leads/003_sbp-043-03_01_inbound_leads.json", + "reason": "SBP-043-03 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "00QSB043000002", + "system": "salesforce" + }, + { + "after": "005SB000000007", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/020_sbp-043-04_03_salesforce_leads.csv", + "deadline": "2026-09-06", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-043-04", + "id": "CHG-043-04", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-043-04", + "primary_source": "/workspace/documents/01_inbound_leads/004_sbp-043-04_01_inbound_leads.csv", + "reason": "SBP-043-04 qualifies for qualified-lead routing because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8004330003", + "system": "hubspot" + }, + { + "after": "005SB000000001", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/022_sbp-043-06_03_salesforce_leads.xml", + "deadline": "2026-09-08", + "field": "OwnerId", + "gong_evidence_id": "GE-043-06", + "id": "CHG-043-05", + "object_type": "Lead", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-043-06", + "primary_source": "/workspace/documents/01_inbound_leads/006_sbp-043-06_01_inbound_leads.xml", + "reason": "SBP-043-06 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00QSB043000005", + "system": "salesforce" + }, + { + "after": "005SB000000002", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/023_sbp-043-07_03_salesforce_leads.html", + "deadline": "2026-09-03", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-043-07", + "id": "CHG-043-06", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-043-07", + "primary_source": "/workspace/documents/01_inbound_leads/007_sbp-043-07_01_inbound_leads.html", + "reason": "SBP-043-07 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q4 policy.", + "record_id": "8004330006", + "system": "hubspot" + }, + { + "after": "005SB000000003", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/024_sbp-043-08_03_salesforce_leads.md", + "deadline": "2026-09-04", + "field": "OwnerId", + "gong_evidence_id": "GE-043-08", + "id": "CHG-043-07", + "object_type": "Lead", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-043-08", + "primary_source": "/workspace/documents/01_inbound_leads/008_sbp-043-08_01_inbound_leads.md", + "reason": "SBP-043-08 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00QSB043000007", + "system": "salesforce" + }, + { + "after": "005SB000000004", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/025_sbp-043-09_04_gong_history.md", + "deadline": "2026-09-05", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-043-09", + "id": "CHG-043-08", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-043-09", + "primary_source": "/workspace/documents/02_hubspot_contacts/009_sbp-043-09_02_hubspot_contacts.md", + "reason": "SBP-043-09 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8004330008", + "system": "hubspot" + }, + { + "after": "005SB000000006", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/027_sbp-043-11_04_gong_history.json", + "deadline": "2026-09-07", + "field": "OwnerId", + "gong_evidence_id": "GE-043-11", + "id": "CHG-043-09", + "object_type": "Lead", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-043-11", + "primary_source": "/workspace/documents/02_hubspot_contacts/011_sbp-043-11_02_hubspot_contacts.json", + "reason": "SBP-043-11 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "00QSB043000010", + "system": "salesforce" + }, + { + "after": "005SB000000007", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/028_sbp-043-12_04_gong_history.csv", + "deadline": "2026-09-08", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-043-12", + "id": "CHG-043-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-043-12", + "primary_source": "/workspace/documents/02_hubspot_contacts/012_sbp-043-12_02_hubspot_contacts.csv", + "reason": "SBP-043-12 qualifies for qualified-lead routing because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8004330011", + "system": "hubspot" + }, + { + "after": "005SB000000001", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/030_sbp-043-14_04_gong_history.xml", + "deadline": "2026-09-04", + "field": "OwnerId", + "gong_evidence_id": "GE-043-14", + "id": "CHG-043-11", + "object_type": "Lead", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-043-14", + "primary_source": "/workspace/documents/02_hubspot_contacts/014_sbp-043-14_02_hubspot_contacts.xml", + "reason": "SBP-043-14 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "00QSB043000013", + "system": "salesforce" + }, + { + "after": "005SB000000003", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/032_sbp-043-16_04_gong_history.md", + "deadline": "2026-09-06", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-043-16", + "id": "CHG-043-12", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-043-16", + "primary_source": "/workspace/documents/02_hubspot_contacts/016_sbp-043-16_02_hubspot_contacts.md", + "reason": "SBP-043-16 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8004330015", + "system": "hubspot" + } + ], + "company": "Ginkgo API Platform", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-043-ginkgo-product-led", + "title": "Ginkgo product-led sales handoff" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Ginkgo API Platform", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "developer platform", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "lead-routing" + }, + "prompt": "# Ginkgo product-led sales handoff\n\nYou are supporting Product-Led Growth Director at Ginkgo API Platform, a synthetic developer platform company operating in Global. The review period is 2026-Q4; use 2026-08-31 as the fixed as-of date.\n\nBusiness situation: Usage-qualified accounts generated multiple contacts and free-email signups. Group identities, identify the buying organization, and create sales handoffs only above the documented product threshold.\n\nComplete a portfolio-scale lead qualification, enrichment, and territory routing. The evidence room contains exactly 96 records in twelve workstreams: 01_inbound_leads, 02_hubspot_contacts, 03_salesforce_leads, 04_gong_history, 05_account_matches, 06_territories, 07_scoring_policy, 08_consent, 09_owner_capacity, 10_disqualifiers, 11_routing_audit, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-043-ginkgo-product-led`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-043-ginkgo-product-led", + "task_name": "Ginkgo product-led sales handoff", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-046-jasper-apac-capacity.json b/tasks/sb100-046-jasper-apac-capacity.json new file mode 100644 index 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Assign only qualified leads and record why overflow moved to the pooled queue.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-046-01 — SBP-046-01\n\nSystem: salesforce; object: Lead; record: 00QSB046000000; field: OwnerId.\nChanged 00GQUEUE to 005SB000000007. SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/001_sbp-046-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-046-01_03_salesforce_leads.md; Gong insight GE-046-01.\nOwner: Nora Kim; deadline: 2026-09-06.\n\n### CHG-046-02 — SBP-046-02\n\nSystem: hubspot; object: contacts; record: 8004630001; field: hubspot_owner_id.\nChanged unassigned to 005SB000000008. SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/002_sbp-046-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-046-02_03_salesforce_leads.txt; Gong insight GE-046-02.\nOwner: Elena Rossi; deadline: 2026-09-07.\n\n### CHG-046-03 — SBP-046-04\n\nSystem: salesforce; object: Lead; record: 00QSB046000003; field: OwnerId.\nChanged 00GQUEUE to 005SB000000002. SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/004_sbp-046-04_01_inbound_leads.csv and /workspace/documents/03_salesforce_leads/020_sbp-046-04_03_salesforce_leads.csv; Gong insight GE-046-04.\nOwner: Jon Bell; deadline: 2026-09-09.\n\n### CHG-046-04 — SBP-046-05\n\nSystem: hubspot; object: contacts; record: 8004630004; field: hubspot_owner_id.\nChanged unassigned to 005SB000000003. SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/005_sbp-046-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-046-05_03_salesforce_leads.eml; Gong insight GE-046-05.\nOwner: Priya Raman; deadline: 2026-09-10.\n\n### CHG-046-05 — SBP-046-06\n\nSystem: salesforce; object: Lead; record: 00QSB046000005; field: OwnerId.\nChanged 00GQUEUE to 005SB000000004. SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/006_sbp-046-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-046-06_03_salesforce_leads.xml; Gong insight GE-046-06.\nOwner: Luis Ortega; deadline: 2026-09-11.\n\n### CHG-046-06 — SBP-046-07\n\nSystem: hubspot; object: contacts; record: 8004630006; field: hubspot_owner_id.\nChanged unassigned to 005SB000000005. SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/007_sbp-046-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-046-07_03_salesforce_leads.html; Gong insight GE-046-07.\nOwner: Amina Yusuf; deadline: 2026-09-06.\n\n### CHG-046-07 — SBP-046-10\n\nSystem: salesforce; object: Lead; record: 00QSB046000009; field: OwnerId.\nChanged 00GQUEUE to 005SB000000008. SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/010_sbp-046-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-046-10_04_gong_history.txt; Gong insight GE-046-10.\nOwner: Elena Rossi; deadline: 2026-09-09.\n\n### CHG-046-08 — SBP-046-12\n\nSystem: hubspot; object: contacts; record: 8004630011; field: hubspot_owner_id.\nChanged unassigned to 005SB000000002. SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/012_sbp-046-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-046-12_04_gong_history.csv; Gong insight GE-046-12.\nOwner: Jon Bell; deadline: 2026-09-11.\n\n### CHG-046-09 — SBP-046-13\n\nSystem: salesforce; object: Lead; record: 00QSB046000012; field: OwnerId.\nChanged 00GQUEUE to 005SB000000003. SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/013_sbp-046-13_02_hubspot_contacts.eml and /workspace/documents/04_gong_history/029_sbp-046-13_04_gong_history.eml; Gong insight GE-046-13.\nOwner: Priya Raman; deadline: 2026-09-06.\n\n### CHG-046-10 — SBP-046-14\n\nSystem: hubspot; object: contacts; record: 8004630013; field: hubspot_owner_id.\nChanged unassigned to 005SB000000004. SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/014_sbp-046-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-046-14_04_gong_history.xml; Gong insight GE-046-14.\nOwner: Luis Ortega; deadline: 2026-09-07.\n\n### CHG-046-11 — SBP-046-15\n\nSystem: salesforce; object: Lead; record: 00QSB046000014; field: OwnerId.\nChanged 00GQUEUE to 005SB000000005. SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/015_sbp-046-15_02_hubspot_contacts.html and /workspace/documents/04_gong_history/031_sbp-046-15_04_gong_history.html; Gong insight GE-046-15.\nOwner: Amina Yusuf; deadline: 2026-09-08.\n\n### CHG-046-12 — SBP-046-16\n\nSystem: hubspot; object: contacts; record: 8004630015; field: hubspot_owner_id.\nChanged unassigned to 005SB000000006. SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/016_sbp-046-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-046-16_04_gong_history.md; Gong insight GE-046-16.\nOwner: Theo Martin; deadline: 2026-09-09.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-03", + "changes": [ + { + "after": "005SB000000007", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/017_sbp-046-01_03_salesforce_leads.md", + "deadline": "2026-09-06", + "field": "OwnerId", + "gong_evidence_id": "GE-046-01", + "id": "CHG-046-01", + "object_type": "Lead", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-046-01", + "primary_source": "/workspace/documents/01_inbound_leads/001_sbp-046-01_01_inbound_leads.md", + "reason": "SBP-046-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "00QSB046000000", + "system": "salesforce" + }, + { + "after": "005SB000000008", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/018_sbp-046-02_03_salesforce_leads.txt", + "deadline": "2026-09-07", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-046-02", + "id": "CHG-046-02", + "object_type": "contacts", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-046-02", + "primary_source": "/workspace/documents/01_inbound_leads/002_sbp-046-02_01_inbound_leads.txt", + "reason": "SBP-046-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8004630001", + "system": "hubspot" + }, + { + "after": "005SB000000002", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/020_sbp-046-04_03_salesforce_leads.csv", + "deadline": "2026-09-09", + "field": "OwnerId", + "gong_evidence_id": "GE-046-04", + "id": "CHG-046-03", + "object_type": "Lead", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-046-04", + "primary_source": "/workspace/documents/01_inbound_leads/004_sbp-046-04_01_inbound_leads.csv", + "reason": "SBP-046-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00QSB046000003", + "system": "salesforce" + }, + { + "after": "005SB000000003", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/021_sbp-046-05_03_salesforce_leads.eml", + "deadline": "2026-09-10", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-046-05", + "id": "CHG-046-04", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-046-05", + "primary_source": "/workspace/documents/01_inbound_leads/005_sbp-046-05_01_inbound_leads.eml", + "reason": "SBP-046-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8004630004", + "system": "hubspot" + }, + { + "after": "005SB000000004", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/022_sbp-046-06_03_salesforce_leads.xml", + "deadline": "2026-09-11", + "field": "OwnerId", + "gong_evidence_id": "GE-046-06", + "id": "CHG-046-05", + "object_type": "Lead", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-046-06", + "primary_source": "/workspace/documents/01_inbound_leads/006_sbp-046-06_01_inbound_leads.xml", + "reason": "SBP-046-06 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00QSB046000005", + "system": "salesforce" + }, + { + "after": "005SB000000005", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/023_sbp-046-07_03_salesforce_leads.html", + "deadline": "2026-09-06", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-046-07", + "id": "CHG-046-06", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-046-07", + "primary_source": "/workspace/documents/01_inbound_leads/007_sbp-046-07_01_inbound_leads.html", + "reason": "SBP-046-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8004630006", + "system": "hubspot" + }, + { + "after": "005SB000000008", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/026_sbp-046-10_04_gong_history.txt", + "deadline": "2026-09-09", + "field": "OwnerId", + "gong_evidence_id": "GE-046-10", + "id": "CHG-046-07", + "object_type": "Lead", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-046-10", + "primary_source": "/workspace/documents/02_hubspot_contacts/010_sbp-046-10_02_hubspot_contacts.txt", + "reason": "SBP-046-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00QSB046000009", + "system": "salesforce" + }, + { + "after": "005SB000000002", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/028_sbp-046-12_04_gong_history.csv", + "deadline": "2026-09-11", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-046-12", + "id": "CHG-046-08", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-046-12", + "primary_source": "/workspace/documents/02_hubspot_contacts/012_sbp-046-12_02_hubspot_contacts.csv", + "reason": "SBP-046-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8004630011", + "system": "hubspot" + }, + { + "after": "005SB000000003", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/029_sbp-046-13_04_gong_history.eml", + "deadline": "2026-09-06", + "field": "OwnerId", + "gong_evidence_id": "GE-046-13", + "id": "CHG-046-09", + "object_type": "Lead", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-046-13", + "primary_source": "/workspace/documents/02_hubspot_contacts/013_sbp-046-13_02_hubspot_contacts.eml", + "reason": "SBP-046-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00QSB046000012", + "system": "salesforce" + }, + { + "after": "005SB000000004", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/030_sbp-046-14_04_gong_history.xml", + "deadline": "2026-09-07", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-046-14", + "id": "CHG-046-10", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-046-14", + "primary_source": "/workspace/documents/02_hubspot_contacts/014_sbp-046-14_02_hubspot_contacts.xml", + "reason": "SBP-046-14 qualifies for qualified-lead routing because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8004630013", + "system": "hubspot" + }, + { + "after": "005SB000000005", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/031_sbp-046-15_04_gong_history.html", + "deadline": "2026-09-08", + "field": "OwnerId", + "gong_evidence_id": "GE-046-15", + "id": "CHG-046-11", + "object_type": "Lead", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-046-15", + "primary_source": "/workspace/documents/02_hubspot_contacts/015_sbp-046-15_02_hubspot_contacts.html", + "reason": "SBP-046-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00QSB046000014", + "system": "salesforce" + }, + { + "after": "005SB000000006", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/032_sbp-046-16_04_gong_history.md", + "deadline": "2026-09-09", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-046-16", + "id": "CHG-046-12", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-046-16", + "primary_source": "/workspace/documents/02_hubspot_contacts/016_sbp-046-16_02_hubspot_contacts.md", + "reason": "SBP-046-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.", + "record_id": "8004630015", + "system": "hubspot" + } + ], + "company": "Jasper Logistics AI", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-046-jasper-apac-capacity", + "title": "Jasper APAC capacity-balanced routing" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Jasper Logistics AI", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "logistics technology", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "APAC", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "lead-routing" + }, + "prompt": "# Jasper APAC capacity-balanced routing\n\nYou are supporting APAC SDR Operations Lead at Jasper Logistics AI, a synthetic logistics technology company operating in APAC. The review period is 2026-Q3; use 2026-09-03 as the fixed as-of date.\n\nBusiness situation: Territory rules yield multiple eligible owners, but weekly capacity limits and language coverage break ties. Assign only qualified leads and record why overflow moved to the pooled queue.\n\nComplete a portfolio-scale lead qualification, enrichment, and territory routing. The evidence room contains exactly 96 records in twelve workstreams: 01_inbound_leads, 02_hubspot_contacts, 03_salesforce_leads, 04_gong_history, 05_account_matches, 06_territories, 07_scoring_policy, 08_consent, 09_owner_capacity, 10_disqualifiers, 11_routing_audit, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-046-jasper-apac-capacity`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-046-jasper-apac-capacity", + "task_name": "Jasper APAC capacity-balanced routing", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-050-nimbus-student-exclusion.json b/tasks/sb100-050-nimbus-student-exclusion.json new file mode 100644 index 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Qualify and route real buying roles while retaining nonbuyers for marketing analytics without creating sales records.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-050-01 — SBP-050-01\n\nSystem: salesforce; object: Lead; record: 00QSB050000000; field: OwnerId.\nChanged 00GQUEUE to 005SB000000003. SBP-050-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/001_sbp-050-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-050-01_03_salesforce_leads.md; Gong insight GE-050-01.\nOwner: Priya Raman; deadline: 2026-09-10.\n\n### CHG-050-02 — SBP-050-02\n\nSystem: hubspot; object: contacts; record: 8005030001; field: hubspot_owner_id.\nChanged unassigned to 005SB000000004. SBP-050-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/002_sbp-050-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-050-02_03_salesforce_leads.txt; Gong insight GE-050-02.\nOwner: Luis Ortega; deadline: 2026-09-11.\n\n### CHG-050-03 — SBP-050-03\n\nSystem: salesforce; object: Lead; record: 00QSB050000002; field: OwnerId.\nChanged 00GQUEUE to 005SB000000005. SBP-050-03 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/003_sbp-050-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-050-03_03_salesforce_leads.json; Gong insight GE-050-03.\nOwner: Amina Yusuf; deadline: 2026-09-12.\n\n### CHG-050-04 — SBP-050-05\n\nSystem: hubspot; object: contacts; record: 8005030004; field: hubspot_owner_id.\nChanged unassigned to 005SB000000007. SBP-050-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/005_sbp-050-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-050-05_03_salesforce_leads.eml; Gong insight GE-050-05.\nOwner: Nora Kim; deadline: 2026-09-14.\n\n### CHG-050-05 — SBP-050-06\n\nSystem: salesforce; object: Lead; record: 00QSB050000005; field: OwnerId.\nChanged 00GQUEUE to 005SB000000008. SBP-050-06 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/006_sbp-050-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-050-06_03_salesforce_leads.xml; Gong insight GE-050-06.\nOwner: Elena Rossi; deadline: 2026-09-15.\n\n### CHG-050-06 — SBP-050-07\n\nSystem: hubspot; object: contacts; record: 8005030006; field: hubspot_owner_id.\nChanged unassigned to 005SB000000001. SBP-050-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_inbound_leads/007_sbp-050-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-050-07_03_salesforce_leads.html; Gong insight GE-050-07.\nOwner: Maya Chen; deadline: 2026-09-10.\n\n### CHG-050-07 — SBP-050-09\n\nSystem: salesforce; object: Lead; record: 00QSB050000008; field: OwnerId.\nChanged 00GQUEUE to 005SB000000003. SBP-050-09 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/009_sbp-050-09_02_hubspot_contacts.md and /workspace/documents/04_gong_history/025_sbp-050-09_04_gong_history.md; Gong insight GE-050-09.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-050-08 — SBP-050-10\n\nSystem: hubspot; object: contacts; record: 8005030009; field: hubspot_owner_id.\nChanged unassigned to 005SB000000004. SBP-050-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/010_sbp-050-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-050-10_04_gong_history.txt; Gong insight GE-050-10.\nOwner: Luis Ortega; deadline: 2026-09-13.\n\n### CHG-050-09 — SBP-050-11\n\nSystem: salesforce; object: Lead; record: 00QSB050000010; field: OwnerId.\nChanged 00GQUEUE to 005SB000000005. SBP-050-11 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/011_sbp-050-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-050-11_04_gong_history.json; Gong insight GE-050-11.\nOwner: Amina Yusuf; deadline: 2026-09-14.\n\n### CHG-050-10 — SBP-050-12\n\nSystem: hubspot; object: contacts; record: 8005030011; field: hubspot_owner_id.\nChanged unassigned to 005SB000000006. SBP-050-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/012_sbp-050-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-050-12_04_gong_history.csv; Gong insight GE-050-12.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-050-11 — SBP-050-15\n\nSystem: salesforce; object: Lead; record: 00QSB050000014; field: OwnerId.\nChanged 00GQUEUE to 005SB000000001. SBP-050-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/015_sbp-050-15_02_hubspot_contacts.html and /workspace/documents/04_gong_history/031_sbp-050-15_04_gong_history.html; Gong insight GE-050-15.\nOwner: Maya Chen; deadline: 2026-09-12.\n\n### CHG-050-12 — SBP-050-16\n\nSystem: hubspot; object: contacts; record: 8005030015; field: hubspot_owner_id.\nChanged unassigned to 005SB000000002. SBP-050-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_hubspot_contacts/016_sbp-050-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-050-16_04_gong_history.md; Gong insight GE-050-16.\nOwner: Jon Bell; deadline: 2026-09-13.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-07", + "changes": [ + { + "after": "005SB000000003", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/017_sbp-050-01_03_salesforce_leads.md", + "deadline": "2026-09-10", + "field": "OwnerId", + "gong_evidence_id": "GE-050-01", + "id": "CHG-050-01", + "object_type": "Lead", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-050-01", + "primary_source": "/workspace/documents/01_inbound_leads/001_sbp-050-01_01_inbound_leads.md", + "reason": "SBP-050-01 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00QSB050000000", + "system": "salesforce" + }, + { + "after": "005SB000000004", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/018_sbp-050-02_03_salesforce_leads.txt", + "deadline": "2026-09-11", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-050-02", + "id": "CHG-050-02", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-050-02", + "primary_source": "/workspace/documents/01_inbound_leads/002_sbp-050-02_01_inbound_leads.txt", + "reason": "SBP-050-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8005030001", + "system": "hubspot" + }, + { + "after": "005SB000000005", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/019_sbp-050-03_03_salesforce_leads.json", + "deadline": "2026-09-12", + "field": "OwnerId", + "gong_evidence_id": "GE-050-03", + "id": "CHG-050-03", + "object_type": "Lead", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-050-03", + "primary_source": "/workspace/documents/01_inbound_leads/003_sbp-050-03_01_inbound_leads.json", + "reason": "SBP-050-03 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00QSB050000002", + "system": "salesforce" + }, + { + "after": "005SB000000007", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/021_sbp-050-05_03_salesforce_leads.eml", + "deadline": "2026-09-14", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-050-05", + "id": "CHG-050-04", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-050-05", + "primary_source": "/workspace/documents/01_inbound_leads/005_sbp-050-05_01_inbound_leads.eml", + "reason": "SBP-050-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8005030004", + "system": "hubspot" + }, + { + "after": "005SB000000008", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/03_salesforce_leads/022_sbp-050-06_03_salesforce_leads.xml", + "deadline": "2026-09-15", + "field": "OwnerId", + "gong_evidence_id": "GE-050-06", + "id": "CHG-050-05", + "object_type": "Lead", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-050-06", + "primary_source": "/workspace/documents/01_inbound_leads/006_sbp-050-06_01_inbound_leads.xml", + "reason": "SBP-050-06 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "00QSB050000005", + "system": "salesforce" + }, + { + "after": "005SB000000001", + "before": "unassigned", + "corroborating_source": "/workspace/documents/03_salesforce_leads/023_sbp-050-07_03_salesforce_leads.html", + "deadline": "2026-09-10", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-050-07", + "id": "CHG-050-06", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-050-07", + "primary_source": "/workspace/documents/01_inbound_leads/007_sbp-050-07_01_inbound_leads.html", + "reason": "SBP-050-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8005030006", + "system": "hubspot" + }, + { + "after": "005SB000000003", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/025_sbp-050-09_04_gong_history.md", + "deadline": "2026-09-12", + "field": "OwnerId", + "gong_evidence_id": "GE-050-09", + "id": "CHG-050-07", + "object_type": "Lead", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-050-09", + "primary_source": "/workspace/documents/02_hubspot_contacts/009_sbp-050-09_02_hubspot_contacts.md", + "reason": "SBP-050-09 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00QSB050000008", + "system": "salesforce" + }, + { + "after": "005SB000000004", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/026_sbp-050-10_04_gong_history.txt", + "deadline": "2026-09-13", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-050-10", + "id": "CHG-050-08", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-050-10", + "primary_source": "/workspace/documents/02_hubspot_contacts/010_sbp-050-10_02_hubspot_contacts.txt", + "reason": "SBP-050-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8005030009", + "system": "hubspot" + }, + { + "after": "005SB000000005", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/027_sbp-050-11_04_gong_history.json", + "deadline": "2026-09-14", + "field": "OwnerId", + "gong_evidence_id": "GE-050-11", + "id": "CHG-050-09", + "object_type": "Lead", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-050-11", + "primary_source": "/workspace/documents/02_hubspot_contacts/011_sbp-050-11_02_hubspot_contacts.json", + "reason": "SBP-050-11 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00QSB050000010", + "system": "salesforce" + }, + { + "after": "005SB000000006", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/028_sbp-050-12_04_gong_history.csv", + "deadline": "2026-09-15", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-050-12", + "id": "CHG-050-10", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-050-12", + "primary_source": "/workspace/documents/02_hubspot_contacts/012_sbp-050-12_02_hubspot_contacts.csv", + "reason": "SBP-050-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.", + "record_id": "8005030011", + "system": "hubspot" + }, + { + "after": "005SB000000001", + "before": "00GQUEUE", + "corroborating_source": "/workspace/documents/04_gong_history/031_sbp-050-15_04_gong_history.html", + "deadline": "2026-09-12", + "field": "OwnerId", + "gong_evidence_id": "GE-050-15", + "id": "CHG-050-11", + "object_type": "Lead", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-050-15", + "primary_source": "/workspace/documents/02_hubspot_contacts/015_sbp-050-15_02_hubspot_contacts.html", + "reason": "SBP-050-15 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "00QSB050000014", + "system": "salesforce" + }, + { + "after": "005SB000000002", + "before": "unassigned", + "corroborating_source": "/workspace/documents/04_gong_history/032_sbp-050-16_04_gong_history.md", + "deadline": "2026-09-13", + "field": "hubspot_owner_id", + "gong_evidence_id": "GE-050-16", + "id": "CHG-050-12", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-050-16", + "primary_source": "/workspace/documents/02_hubspot_contacts/016_sbp-050-16_02_hubspot_contacts.md", + "reason": "SBP-050-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8005030015", + "system": "hubspot" + } + ], + "company": "Nimbus Campus Systems", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-050-nimbus-student-exclusion", + "title": "Nimbus education persona filtering" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Nimbus Campus Systems", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "education technology", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "lead-routing" + }, + "prompt": "# Nimbus education persona filtering\n\nYou are supporting Inbound Operations Manager at Nimbus Campus Systems, a synthetic education technology company operating in Global. The review period is 2026-Q3; use 2026-09-07 as the fixed as-of date.\n\nBusiness situation: A product launch attracted students, consultants, and institutional buyers. Qualify and route real buying roles while retaining nonbuyers for marketing analytics without creating sales records.\n\nComplete a portfolio-scale lead qualification, enrichment, and territory routing. The evidence room contains exactly 96 records in twelve workstreams: 01_inbound_leads, 02_hubspot_contacts, 03_salesforce_leads, 04_gong_history, 05_account_matches, 06_territories, 07_scoring_policy, 08_consent, 09_owner_capacity, 10_disqualifiers, 11_routing_audit, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-050-nimbus-student-exclusion`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-050-nimbus-student-exclusion", + "task_name": "Nimbus education persona filtering", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-052-prairie-usage-expansion.json b/tasks/sb100-052-prairie-usage-expansion.json new file mode 100644 index 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CHG-052-01 — SBP-052-02\n\nSystem: salesforce; object: Opportunity; record: 006SB052000001; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-052-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/002_sbp-052-02_01_contracts.txt and /workspace/documents/03_salesforce_renewals/018_sbp-052-02_03_salesforce_renewals.txt; Gong insight GE-052-02.\nOwner: Theo Martin; deadline: 2026-09-13.\n\n### CHG-052-02 — SBP-052-04\n\nSystem: hubspot; object: deals; record: 8005220003; field: renewal_risk.\nChanged unreviewed to commercial_terms. SBP-052-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/004_sbp-052-04_01_contracts.csv and /workspace/documents/03_salesforce_renewals/020_sbp-052-04_03_salesforce_renewals.csv; Gong insight GE-052-04.\nOwner: Elena Rossi; deadline: 2026-09-15.\n\n### CHG-052-03 — SBP-052-05\n\nSystem: salesforce; object: Opportunity; record: 006SB052000004; field: Renewal_Risk__c.\nChanged Unreviewed to procurement_timing. SBP-052-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/005_sbp-052-05_01_contracts.eml and /workspace/documents/03_salesforce_renewals/021_sbp-052-05_03_salesforce_renewals.eml; Gong insight GE-052-05.\nOwner: Maya Chen; deadline: 2026-09-16.\n\n### CHG-052-04 — SBP-052-06\n\nSystem: hubspot; object: deals; record: 8005220005; field: renewal_risk.\nChanged unreviewed to consent_conflict. SBP-052-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/006_sbp-052-06_01_contracts.xml and /workspace/documents/03_salesforce_renewals/022_sbp-052-06_03_salesforce_renewals.xml; Gong insight GE-052-06.\nOwner: Jon Bell; deadline: 2026-09-17.\n\n### CHG-052-05 — SBP-052-07\n\nSystem: salesforce; object: Opportunity; record: 006SB052000006; field: Renewal_Risk__c.\nChanged Unreviewed to single_threaded. SBP-052-07 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/007_sbp-052-07_01_contracts.html and /workspace/documents/03_salesforce_renewals/023_sbp-052-07_03_salesforce_renewals.html; Gong insight GE-052-07.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-052-06 — SBP-052-09\n\nSystem: hubspot; object: deals; record: 8005220008; field: renewal_risk.\nChanged unreviewed to support_recovery. SBP-052-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/009_sbp-052-09_02_subscriptions.md and /workspace/documents/04_hubspot_health/025_sbp-052-09_04_hubspot_health.md; Gong insight GE-052-09.\nOwner: Amina Yusuf; deadline: 2026-09-14.\n\n### CHG-052-07 — SBP-052-10\n\nSystem: salesforce; object: Opportunity; record: 006SB052000009; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-052-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/010_sbp-052-10_02_subscriptions.txt and /workspace/documents/04_hubspot_health/026_sbp-052-10_04_hubspot_health.txt; Gong insight GE-052-10.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-052-08 — SBP-052-11\n\nSystem: hubspot; object: deals; record: 8005220010; field: renewal_risk.\nChanged unreviewed to identity_ambiguity. SBP-052-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/011_sbp-052-11_02_subscriptions.json and /workspace/documents/04_hubspot_health/027_sbp-052-11_04_hubspot_health.json; Gong insight GE-052-11.\nOwner: Nora Kim; deadline: 2026-09-16.\n\n### CHG-052-09 — SBP-052-13\n\nSystem: salesforce; object: Opportunity; record: 006SB052000012; field: Renewal_Risk__c.\nChanged Unreviewed to procurement_timing. SBP-052-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/013_sbp-052-13_02_subscriptions.eml and /workspace/documents/04_hubspot_health/029_sbp-052-13_04_hubspot_health.eml; Gong insight GE-052-13.\nOwner: Maya Chen; deadline: 2026-09-12.\n\n### CHG-052-10 — SBP-052-14\n\nSystem: hubspot; object: deals; record: 8005220013; field: renewal_risk.\nChanged unreviewed to consent_conflict. SBP-052-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/014_sbp-052-14_02_subscriptions.xml and /workspace/documents/04_hubspot_health/030_sbp-052-14_04_hubspot_health.xml; Gong insight GE-052-14.\nOwner: Jon Bell; deadline: 2026-09-13.\n\n### CHG-052-11 — SBP-052-15\n\nSystem: salesforce; object: Opportunity; record: 006SB052000014; field: Renewal_Risk__c.\nChanged Unreviewed to single_threaded. SBP-052-15 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/015_sbp-052-15_02_subscriptions.html and /workspace/documents/04_hubspot_health/031_sbp-052-15_04_hubspot_health.html; Gong insight GE-052-15.\nOwner: Priya Raman; deadline: 2026-09-14.\n\n### CHG-052-12 — SBP-052-16\n\nSystem: hubspot; object: deals; record: 8005220015; field: renewal_risk.\nChanged unreviewed to stage_evidence_gap. SBP-052-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/016_sbp-052-16_02_subscriptions.md and /workspace/documents/04_hubspot_health/032_sbp-052-16_04_hubspot_health.md; Gong insight GE-052-16.\nOwner: Luis Ortega; deadline: 2026-09-15.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-09", + "changes": [ + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/018_sbp-052-02_03_salesforce_renewals.txt", + "deadline": "2026-09-13", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-052-02", + "id": "CHG-052-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-052-02", + "primary_source": "/workspace/documents/01_contracts/002_sbp-052-02_01_contracts.txt", + "reason": "SBP-052-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB052000001", + "system": "salesforce" + }, + { + "after": "commercial_terms", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/020_sbp-052-04_03_salesforce_renewals.csv", + "deadline": "2026-09-15", + "field": "renewal_risk", + "gong_evidence_id": "GE-052-04", + "id": "CHG-052-02", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-052-04", + "primary_source": "/workspace/documents/01_contracts/004_sbp-052-04_01_contracts.csv", + "reason": "SBP-052-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8005220003", + "system": "hubspot" + }, + { + "after": "procurement_timing", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/021_sbp-052-05_03_salesforce_renewals.eml", + "deadline": "2026-09-16", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-052-05", + "id": "CHG-052-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-052-05", + "primary_source": "/workspace/documents/01_contracts/005_sbp-052-05_01_contracts.eml", + "reason": "SBP-052-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "006SB052000004", + "system": "salesforce" + }, + { + "after": "consent_conflict", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/022_sbp-052-06_03_salesforce_renewals.xml", + "deadline": "2026-09-17", + "field": "renewal_risk", + "gong_evidence_id": "GE-052-06", + "id": "CHG-052-04", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-052-06", + "primary_source": "/workspace/documents/01_contracts/006_sbp-052-06_01_contracts.xml", + "reason": "SBP-052-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8005220005", + "system": "hubspot" + }, + { + "after": "single_threaded", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/023_sbp-052-07_03_salesforce_renewals.html", + "deadline": "2026-09-12", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-052-07", + "id": "CHG-052-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-052-07", + "primary_source": "/workspace/documents/01_contracts/007_sbp-052-07_01_contracts.html", + "reason": "SBP-052-07 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB052000006", + "system": "salesforce" + }, + { + "after": "support_recovery", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/025_sbp-052-09_04_hubspot_health.md", + "deadline": "2026-09-14", + "field": "renewal_risk", + "gong_evidence_id": "GE-052-09", + "id": "CHG-052-06", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-052-09", + "primary_source": "/workspace/documents/02_subscriptions/009_sbp-052-09_02_subscriptions.md", + "reason": "SBP-052-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8005220008", + "system": "hubspot" + }, + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/026_sbp-052-10_04_hubspot_health.txt", + "deadline": "2026-09-15", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-052-10", + "id": "CHG-052-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-052-10", + "primary_source": "/workspace/documents/02_subscriptions/010_sbp-052-10_02_subscriptions.txt", + "reason": "SBP-052-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB052000009", + "system": "salesforce" + }, + { + "after": "identity_ambiguity", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/027_sbp-052-11_04_hubspot_health.json", + "deadline": "2026-09-16", + "field": "renewal_risk", + "gong_evidence_id": "GE-052-11", + "id": "CHG-052-08", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-052-11", + "primary_source": "/workspace/documents/02_subscriptions/011_sbp-052-11_02_subscriptions.json", + "reason": "SBP-052-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8005220010", + "system": "hubspot" + }, + { + "after": "procurement_timing", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/029_sbp-052-13_04_hubspot_health.eml", + "deadline": "2026-09-12", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-052-13", + "id": "CHG-052-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-052-13", + "primary_source": "/workspace/documents/02_subscriptions/013_sbp-052-13_02_subscriptions.eml", + "reason": "SBP-052-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "006SB052000012", + "system": "salesforce" + }, + { + "after": "consent_conflict", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/030_sbp-052-14_04_hubspot_health.xml", + "deadline": "2026-09-13", + "field": "renewal_risk", + "gong_evidence_id": "GE-052-14", + "id": "CHG-052-10", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-052-14", + "primary_source": "/workspace/documents/02_subscriptions/014_sbp-052-14_02_subscriptions.xml", + "reason": "SBP-052-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8005220013", + "system": "hubspot" + }, + { + "after": "single_threaded", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/031_sbp-052-15_04_hubspot_health.html", + "deadline": "2026-09-14", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-052-15", + "id": "CHG-052-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-052-15", + "primary_source": "/workspace/documents/02_subscriptions/015_sbp-052-15_02_subscriptions.html", + "reason": "SBP-052-15 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB052000014", + "system": "salesforce" + }, + { + "after": "stage_evidence_gap", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/032_sbp-052-16_04_hubspot_health.md", + "deadline": "2026-09-15", + "field": "renewal_risk", + "gong_evidence_id": "GE-052-16", + "id": "CHG-052-12", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-052-16", + "primary_source": "/workspace/documents/02_subscriptions/016_sbp-052-16_02_subscriptions.md", + "reason": "SBP-052-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8005220015", + "system": "hubspot" + } + ], + "company": "Prairie Analytics", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-052-prairie-usage-expansion", + "title": "Prairie usage-led expansion" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Prairie Analytics", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "analytics", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "renewal-expansion" + }, + "prompt": "# Prairie usage-led expansion\n\nYou are supporting Expansion Sales VP at Prairie Analytics, a synthetic analytics company operating in North America. The review period is 2026-Q3; use 2026-09-09 as the fixed as-of date.\n\nBusiness situation: Usage exceeds contracted capacity for several accounts, but support severity and Gong sentiment determine whether to open expansion motions or customer-success recovery plans.\n\nComplete a portfolio-scale renewal, expansion, and customer-success handoff. The evidence room contains exactly 96 records in twelve workstreams: 01_contracts, 02_subscriptions, 03_salesforce_renewals, 04_hubspot_health, 05_gong_account_voice, 06_support, 07_usage, 08_notice_windows, 09_expansion_signals, 10_handoff_policy, 11_risks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-052-prairie-usage-expansion`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-052-prairie-usage-expansion", + "task_name": "Prairie usage-led expansion", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-055-sequoia-merger-renewals.json b/tasks/sb100-055-sequoia-merger-renewals.json new file mode 100644 index 0000000000000000000000000000000000000000..d91874180a446f7855473013737771bb040fbcbe --- /dev/null +++ b/tasks/sb100-055-sequoia-merger-renewals.json @@ -0,0 +1,390 @@ +{ + "context_files": [ + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/001_sbp-055-01_01_contracts.md", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/002_sbp-055-02_01_contracts.txt", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/003_sbp-055-03_01_contracts.json", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/004_sbp-055-04_01_contracts.csv", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/005_sbp-055-05_01_contracts.eml", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/006_sbp-055-06_01_contracts.xml", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/007_sbp-055-07_01_contracts.html", + "task_files/sb100-055-sequoia-merger-renewals/01_contracts/008_sbp-055-08_01_contracts.md", + 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Link successor accounts, preserve contract notice obligations, and assign one coordinated renewal owner.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-055-01 — SBP-055-01\n\nSystem: salesforce; object: Opportunity; record: 006SB055000000; field: Renewal_Risk__c.\nChanged Unreviewed to stage_evidence_gap. SBP-055-01 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/001_sbp-055-01_01_contracts.md and /workspace/documents/03_salesforce_renewals/017_sbp-055-01_03_salesforce_renewals.md; Gong insight GE-055-01.\nOwner: Elena Rossi; deadline: 2026-09-15.\n\n### CHG-055-02 — SBP-055-02\n\nSystem: hubspot; object: deals; record: 8005520001; field: renewal_risk.\nChanged unreviewed to support_recovery. SBP-055-02 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/002_sbp-055-02_01_contracts.txt and /workspace/documents/03_salesforce_renewals/018_sbp-055-02_03_salesforce_renewals.txt; Gong insight GE-055-02.\nOwner: Maya Chen; deadline: 2026-09-16.\n\n### CHG-055-03 — SBP-055-03\n\nSystem: salesforce; object: Opportunity; record: 006SB055000002; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-055-03 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/003_sbp-055-03_01_contracts.json and /workspace/documents/03_salesforce_renewals/019_sbp-055-03_03_salesforce_renewals.json; Gong insight GE-055-03.\nOwner: Jon Bell; deadline: 2026-09-17.\n\n### CHG-055-04 — SBP-055-05\n\nSystem: hubspot; object: deals; record: 8005520004; field: renewal_risk.\nChanged unreviewed to commercial_terms. SBP-055-05 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/005_sbp-055-05_01_contracts.eml and /workspace/documents/03_salesforce_renewals/021_sbp-055-05_03_salesforce_renewals.eml; Gong insight GE-055-05.\nOwner: Luis Ortega; deadline: 2026-09-19.\n\n### CHG-055-05 — SBP-055-06\n\nSystem: salesforce; object: Opportunity; record: 006SB055000005; field: Renewal_Risk__c.\nChanged Unreviewed to procurement_timing. SBP-055-06 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/006_sbp-055-06_01_contracts.xml and /workspace/documents/03_salesforce_renewals/022_sbp-055-06_03_salesforce_renewals.xml; Gong insight GE-055-06.\nOwner: Amina Yusuf; deadline: 2026-09-20.\n\n### CHG-055-06 — SBP-055-07\n\nSystem: hubspot; object: deals; record: 8005520006; field: renewal_risk.\nChanged unreviewed to consent_conflict. SBP-055-07 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/007_sbp-055-07_01_contracts.html and /workspace/documents/03_salesforce_renewals/023_sbp-055-07_03_salesforce_renewals.html; Gong insight GE-055-07.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-055-07 — SBP-055-09\n\nSystem: salesforce; object: Opportunity; record: 006SB055000008; field: Renewal_Risk__c.\nChanged Unreviewed to stage_evidence_gap. SBP-055-09 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/009_sbp-055-09_02_subscriptions.md and /workspace/documents/04_hubspot_health/025_sbp-055-09_04_hubspot_health.md; Gong insight GE-055-09.\nOwner: Elena Rossi; deadline: 2026-09-17.\n\n### CHG-055-08 — SBP-055-12\n\nSystem: hubspot; object: deals; record: 8005520011; field: renewal_risk.\nChanged unreviewed to identity_ambiguity. SBP-055-12 qualifies for renewal and expansion handoff because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/012_sbp-055-12_02_subscriptions.csv and /workspace/documents/04_hubspot_health/028_sbp-055-12_04_hubspot_health.csv; Gong insight GE-055-12.\nOwner: Priya Raman; deadline: 2026-09-20.\n\n### CHG-055-09 — SBP-055-13\n\nSystem: salesforce; object: Opportunity; record: 006SB055000012; field: Renewal_Risk__c.\nChanged Unreviewed to commercial_terms. SBP-055-13 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/013_sbp-055-13_02_subscriptions.eml and /workspace/documents/04_hubspot_health/029_sbp-055-13_04_hubspot_health.eml; Gong insight GE-055-13.\nOwner: Luis Ortega; deadline: 2026-09-15.\n\n### CHG-055-10 — SBP-055-14\n\nSystem: hubspot; object: deals; record: 8005520013; field: renewal_risk.\nChanged unreviewed to procurement_timing. SBP-055-14 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/014_sbp-055-14_02_subscriptions.xml and /workspace/documents/04_hubspot_health/030_sbp-055-14_04_hubspot_health.xml; Gong insight GE-055-14.\nOwner: Amina Yusuf; deadline: 2026-09-16.\n\n### CHG-055-11 — SBP-055-15\n\nSystem: salesforce; object: Opportunity; record: 006SB055000014; field: Renewal_Risk__c.\nChanged Unreviewed to consent_conflict. SBP-055-15 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/015_sbp-055-15_02_subscriptions.html and /workspace/documents/04_hubspot_health/031_sbp-055-15_04_hubspot_health.html; Gong insight GE-055-15.\nOwner: Theo Martin; deadline: 2026-09-17.\n\n### CHG-055-12 — SBP-055-16\n\nSystem: hubspot; object: deals; record: 8005520015; field: renewal_risk.\nChanged unreviewed to single_threaded. SBP-055-16 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/016_sbp-055-16_02_subscriptions.md and /workspace/documents/04_hubspot_health/032_sbp-055-16_04_hubspot_health.md; Gong insight GE-055-16.\nOwner: Nora Kim; deadline: 2026-09-18.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-12", + "changes": [ + { + "after": "stage_evidence_gap", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/017_sbp-055-01_03_salesforce_renewals.md", + "deadline": "2026-09-15", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-055-01", + "id": "CHG-055-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-055-01", + "primary_source": "/workspace/documents/01_contracts/001_sbp-055-01_01_contracts.md", + "reason": "SBP-055-01 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB055000000", + "system": "salesforce" + }, + { + "after": "support_recovery", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/018_sbp-055-02_03_salesforce_renewals.txt", + "deadline": "2026-09-16", + "field": "renewal_risk", + "gong_evidence_id": "GE-055-02", + "id": "CHG-055-02", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-055-02", + "primary_source": "/workspace/documents/01_contracts/002_sbp-055-02_01_contracts.txt", + "reason": "SBP-055-02 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8005520001", + "system": "hubspot" + }, + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/019_sbp-055-03_03_salesforce_renewals.json", + "deadline": "2026-09-17", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-055-03", + "id": "CHG-055-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-055-03", + "primary_source": "/workspace/documents/01_contracts/003_sbp-055-03_01_contracts.json", + "reason": "SBP-055-03 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q4 policy.", + "record_id": "006SB055000002", + "system": "salesforce" + }, + { + "after": "commercial_terms", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/021_sbp-055-05_03_salesforce_renewals.eml", + "deadline": "2026-09-19", + "field": "renewal_risk", + "gong_evidence_id": "GE-055-05", + "id": "CHG-055-04", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-055-05", + "primary_source": "/workspace/documents/01_contracts/005_sbp-055-05_01_contracts.eml", + "reason": "SBP-055-05 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8005520004", + "system": "hubspot" + }, + { + "after": "procurement_timing", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/022_sbp-055-06_03_salesforce_renewals.xml", + "deadline": "2026-09-20", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-055-06", + "id": "CHG-055-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-055-06", + "primary_source": "/workspace/documents/01_contracts/006_sbp-055-06_01_contracts.xml", + "reason": "SBP-055-06 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "006SB055000005", + "system": "salesforce" + }, + { + "after": "consent_conflict", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/023_sbp-055-07_03_salesforce_renewals.html", + "deadline": "2026-09-15", + "field": "renewal_risk", + "gong_evidence_id": "GE-055-07", + "id": "CHG-055-06", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-055-07", + "primary_source": "/workspace/documents/01_contracts/007_sbp-055-07_01_contracts.html", + "reason": "SBP-055-07 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8005520006", + "system": "hubspot" + }, + { + "after": "stage_evidence_gap", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/025_sbp-055-09_04_hubspot_health.md", + "deadline": "2026-09-17", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-055-09", + "id": "CHG-055-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-055-09", + "primary_source": "/workspace/documents/02_subscriptions/009_sbp-055-09_02_subscriptions.md", + "reason": "SBP-055-09 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB055000008", + "system": "salesforce" + }, + { + "after": "identity_ambiguity", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/028_sbp-055-12_04_hubspot_health.csv", + "deadline": "2026-09-20", + "field": "renewal_risk", + "gong_evidence_id": "GE-055-12", + "id": "CHG-055-08", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-055-12", + "primary_source": "/workspace/documents/02_subscriptions/012_sbp-055-12_02_subscriptions.csv", + "reason": "SBP-055-12 qualifies for renewal and expansion handoff because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8005520011", + "system": "hubspot" + }, + { + "after": "commercial_terms", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/029_sbp-055-13_04_hubspot_health.eml", + "deadline": "2026-09-15", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-055-13", + "id": "CHG-055-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-055-13", + "primary_source": "/workspace/documents/02_subscriptions/013_sbp-055-13_02_subscriptions.eml", + "reason": "SBP-055-13 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "006SB055000012", + "system": "salesforce" + }, + { + "after": "procurement_timing", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/030_sbp-055-14_04_hubspot_health.xml", + "deadline": "2026-09-16", + "field": "renewal_risk", + "gong_evidence_id": "GE-055-14", + "id": "CHG-055-10", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-055-14", + "primary_source": "/workspace/documents/02_subscriptions/014_sbp-055-14_02_subscriptions.xml", + "reason": "SBP-055-14 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8005520013", + "system": "hubspot" + }, + { + "after": "consent_conflict", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/031_sbp-055-15_04_hubspot_health.html", + "deadline": "2026-09-17", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-055-15", + "id": "CHG-055-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-055-15", + "primary_source": "/workspace/documents/02_subscriptions/015_sbp-055-15_02_subscriptions.html", + "reason": "SBP-055-15 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "006SB055000014", + "system": "salesforce" + }, + { + "after": "single_threaded", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/032_sbp-055-16_04_hubspot_health.md", + "deadline": "2026-09-18", + "field": "renewal_risk", + "gong_evidence_id": "GE-055-16", + "id": "CHG-055-12", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-055-16", + "primary_source": "/workspace/documents/02_subscriptions/016_sbp-055-16_02_subscriptions.md", + "reason": "SBP-055-16 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8005520015", + "system": "hubspot" + } + ], + "company": "Sequoia Finance Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-055-sequoia-merger-renewals", + "title": "Sequoia acquired-account renewals" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Sequoia Finance Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "financial software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "renewal-expansion" + }, + "prompt": "# Sequoia acquired-account renewals\n\nYou are supporting Strategic Renewals Lead at Sequoia Finance Cloud, a synthetic financial software company operating in North America. The review period is 2026-Q4; use 2026-09-12 as the fixed as-of date.\n\nBusiness situation: A customer merger changed billing entities and stakeholders. Link successor accounts, preserve contract notice obligations, and assign one coordinated renewal owner.\n\nComplete a portfolio-scale renewal, expansion, and customer-success handoff. The evidence room contains exactly 96 records in twelve workstreams: 01_contracts, 02_subscriptions, 03_salesforce_renewals, 04_hubspot_health, 05_gong_account_voice, 06_support, 07_usage, 08_notice_windows, 09_expansion_signals, 10_handoff_policy, 11_risks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-055-sequoia-merger-renewals`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-055-sequoia-merger-renewals", + "task_name": "Sequoia acquired-account renewals", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-056-timberline-support-risk.json b/tasks/sb100-056-timberline-support-risk.json new file mode 100644 index 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"task_files/sb100-056-timberline-support-risk/12_deliverables/092_sbp-056-12_12_deliverables.csv", + "task_files/sb100-056-timberline-support-risk/12_deliverables/093_sbp-056-13_12_deliverables.eml", + "task_files/sb100-056-timberline-support-risk/12_deliverables/094_sbp-056-14_12_deliverables.xml", + "task_files/sb100-056-timberline-support-risk/12_deliverables/095_sbp-056-15_12_deliverables.html", + "task_files/sb100-056-timberline-support-risk/12_deliverables/096_sbp-056-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Timberline support-risk expansion gate\n\n## Executive assessment\n\nSales proposed an expansion despite unresolved priority incidents. Gate the motion according to support policy and schedule executive recovery tasks before commercial follow-up.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-056-01 — SBP-056-02\n\nSystem: salesforce; object: Opportunity; record: 006SB056000001; field: Renewal_Risk__c.\nChanged Unreviewed to consent_conflict. SBP-056-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/002_sbp-056-02_01_contracts.txt and /workspace/documents/03_salesforce_renewals/018_sbp-056-02_03_salesforce_renewals.txt; Gong insight GE-056-02.\nOwner: Jon Bell; deadline: 2026-09-17.\n\n### CHG-056-02 — SBP-056-03\n\nSystem: hubspot; object: deals; record: 8005620002; field: renewal_risk.\nChanged unreviewed to single_threaded. SBP-056-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/003_sbp-056-03_01_contracts.json and /workspace/documents/03_salesforce_renewals/019_sbp-056-03_03_salesforce_renewals.json; Gong insight GE-056-03.\nOwner: Priya Raman; deadline: 2026-09-18.\n\n### CHG-056-03 — SBP-056-04\n\nSystem: salesforce; object: Opportunity; record: 006SB056000003; field: Renewal_Risk__c.\nChanged Unreviewed to stage_evidence_gap. SBP-056-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/004_sbp-056-04_01_contracts.csv and /workspace/documents/03_salesforce_renewals/020_sbp-056-04_03_salesforce_renewals.csv; Gong insight GE-056-04.\nOwner: Luis Ortega; deadline: 2026-09-19.\n\n### CHG-056-04 — SBP-056-05\n\nSystem: hubspot; object: deals; record: 8005620004; field: renewal_risk.\nChanged unreviewed to support_recovery. SBP-056-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/005_sbp-056-05_01_contracts.eml and /workspace/documents/03_salesforce_renewals/021_sbp-056-05_03_salesforce_renewals.eml; Gong insight GE-056-05.\nOwner: Amina Yusuf; deadline: 2026-09-20.\n\n### CHG-056-05 — SBP-056-06\n\nSystem: salesforce; object: Opportunity; record: 006SB056000005; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-056-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/006_sbp-056-06_01_contracts.xml and /workspace/documents/03_salesforce_renewals/022_sbp-056-06_03_salesforce_renewals.xml; Gong insight GE-056-06.\nOwner: Theo Martin; deadline: 2026-09-21.\n\n### CHG-056-06 — SBP-056-08\n\nSystem: hubspot; object: deals; record: 8005620007; field: renewal_risk.\nChanged unreviewed to commercial_terms. SBP-056-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/008_sbp-056-08_01_contracts.md and /workspace/documents/03_salesforce_renewals/024_sbp-056-08_03_salesforce_renewals.md; Gong insight GE-056-08.\nOwner: Elena Rossi; deadline: 2026-09-17.\n\n### CHG-056-07 — SBP-056-09\n\nSystem: salesforce; object: Opportunity; record: 006SB056000008; field: Renewal_Risk__c.\nChanged Unreviewed to procurement_timing. SBP-056-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/009_sbp-056-09_02_subscriptions.md and /workspace/documents/04_hubspot_health/025_sbp-056-09_04_hubspot_health.md; Gong insight GE-056-09.\nOwner: Maya Chen; deadline: 2026-09-18.\n\n### CHG-056-08 — SBP-056-10\n\nSystem: hubspot; object: deals; record: 8005620009; field: renewal_risk.\nChanged unreviewed to consent_conflict. SBP-056-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/010_sbp-056-10_02_subscriptions.txt and /workspace/documents/04_hubspot_health/026_sbp-056-10_04_hubspot_health.txt; Gong insight GE-056-10.\nOwner: Jon Bell; deadline: 2026-09-19.\n\n### CHG-056-09 — SBP-056-11\n\nSystem: salesforce; object: Opportunity; record: 006SB056000010; field: Renewal_Risk__c.\nChanged Unreviewed to single_threaded. SBP-056-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/011_sbp-056-11_02_subscriptions.json and /workspace/documents/04_hubspot_health/027_sbp-056-11_04_hubspot_health.json; Gong insight GE-056-11.\nOwner: Priya Raman; deadline: 2026-09-20.\n\n### CHG-056-10 — SBP-056-13\n\nSystem: hubspot; object: deals; record: 8005620012; field: renewal_risk.\nChanged unreviewed to support_recovery. SBP-056-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/013_sbp-056-13_02_subscriptions.eml and /workspace/documents/04_hubspot_health/029_sbp-056-13_04_hubspot_health.eml; Gong insight GE-056-13.\nOwner: Amina Yusuf; deadline: 2026-09-16.\n\n### CHG-056-11 — SBP-056-14\n\nSystem: salesforce; object: Opportunity; record: 006SB056000013; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-056-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/014_sbp-056-14_02_subscriptions.xml and /workspace/documents/04_hubspot_health/030_sbp-056-14_04_hubspot_health.xml; Gong insight GE-056-14.\nOwner: Theo Martin; deadline: 2026-09-17.\n\n### CHG-056-12 — SBP-056-16\n\nSystem: hubspot; object: deals; record: 8005620015; field: renewal_risk.\nChanged unreviewed to commercial_terms. SBP-056-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/016_sbp-056-16_02_subscriptions.md and /workspace/documents/04_hubspot_health/032_sbp-056-16_04_hubspot_health.md; Gong insight GE-056-16.\nOwner: Elena Rossi; deadline: 2026-09-19.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-13", + "changes": [ + { + "after": "consent_conflict", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/018_sbp-056-02_03_salesforce_renewals.txt", + "deadline": "2026-09-17", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-056-02", + "id": "CHG-056-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-056-02", + "primary_source": "/workspace/documents/01_contracts/002_sbp-056-02_01_contracts.txt", + "reason": "SBP-056-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB056000001", + "system": "salesforce" + }, + { + "after": "single_threaded", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/019_sbp-056-03_03_salesforce_renewals.json", + "deadline": "2026-09-18", + "field": "renewal_risk", + "gong_evidence_id": "GE-056-03", + "id": "CHG-056-02", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-056-03", + "primary_source": "/workspace/documents/01_contracts/003_sbp-056-03_01_contracts.json", + "reason": "SBP-056-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8005620002", + "system": "hubspot" + }, + { + "after": "stage_evidence_gap", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/020_sbp-056-04_03_salesforce_renewals.csv", + "deadline": "2026-09-19", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-056-04", + "id": "CHG-056-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-056-04", + "primary_source": "/workspace/documents/01_contracts/004_sbp-056-04_01_contracts.csv", + "reason": "SBP-056-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "006SB056000003", + "system": "salesforce" + }, + { + "after": "support_recovery", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/021_sbp-056-05_03_salesforce_renewals.eml", + "deadline": "2026-09-20", + "field": "renewal_risk", + "gong_evidence_id": "GE-056-05", + "id": "CHG-056-04", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-056-05", + "primary_source": "/workspace/documents/01_contracts/005_sbp-056-05_01_contracts.eml", + "reason": "SBP-056-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8005620004", + "system": "hubspot" + }, + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/022_sbp-056-06_03_salesforce_renewals.xml", + "deadline": "2026-09-21", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-056-06", + "id": "CHG-056-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-056-06", + "primary_source": "/workspace/documents/01_contracts/006_sbp-056-06_01_contracts.xml", + "reason": "SBP-056-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB056000005", + "system": "salesforce" + }, + { + "after": "commercial_terms", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/024_sbp-056-08_03_salesforce_renewals.md", + "deadline": "2026-09-17", + "field": "renewal_risk", + "gong_evidence_id": "GE-056-08", + "id": "CHG-056-06", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-056-08", + "primary_source": "/workspace/documents/01_contracts/008_sbp-056-08_01_contracts.md", + "reason": "SBP-056-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8005620007", + "system": "hubspot" + }, + { + "after": "procurement_timing", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/025_sbp-056-09_04_hubspot_health.md", + "deadline": "2026-09-18", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-056-09", + "id": "CHG-056-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-056-09", + "primary_source": "/workspace/documents/02_subscriptions/009_sbp-056-09_02_subscriptions.md", + "reason": "SBP-056-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "006SB056000008", + "system": "salesforce" + }, + { + "after": "consent_conflict", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/026_sbp-056-10_04_hubspot_health.txt", + "deadline": "2026-09-19", + "field": "renewal_risk", + "gong_evidence_id": "GE-056-10", + "id": "CHG-056-08", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-056-10", + "primary_source": "/workspace/documents/02_subscriptions/010_sbp-056-10_02_subscriptions.txt", + "reason": "SBP-056-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8005620009", + "system": "hubspot" + }, + { + "after": "single_threaded", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/027_sbp-056-11_04_hubspot_health.json", + "deadline": "2026-09-20", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-056-11", + "id": "CHG-056-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-056-11", + "primary_source": "/workspace/documents/02_subscriptions/011_sbp-056-11_02_subscriptions.json", + "reason": "SBP-056-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB056000010", + "system": "salesforce" + }, + { + "after": "support_recovery", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/029_sbp-056-13_04_hubspot_health.eml", + "deadline": "2026-09-16", + "field": "renewal_risk", + "gong_evidence_id": "GE-056-13", + "id": "CHG-056-10", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-056-13", + "primary_source": "/workspace/documents/02_subscriptions/013_sbp-056-13_02_subscriptions.eml", + "reason": "SBP-056-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8005620012", + "system": "hubspot" + }, + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/030_sbp-056-14_04_hubspot_health.xml", + "deadline": "2026-09-17", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-056-14", + "id": "CHG-056-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-056-14", + "primary_source": "/workspace/documents/02_subscriptions/014_sbp-056-14_02_subscriptions.xml", + "reason": "SBP-056-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB056000013", + "system": "salesforce" + }, + { + "after": "commercial_terms", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/032_sbp-056-16_04_hubspot_health.md", + "deadline": "2026-09-19", + "field": "renewal_risk", + "gong_evidence_id": "GE-056-16", + "id": "CHG-056-12", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-056-16", + "primary_source": "/workspace/documents/02_subscriptions/016_sbp-056-16_02_subscriptions.md", + "reason": "SBP-056-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8005620015", + "system": "hubspot" + } + ], + "company": "Timberline Field Ops", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-056-timberline-support-risk", + "title": "Timberline support-risk expansion gate" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Timberline Field Ops", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "field service software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "APAC", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "renewal-expansion" + }, + "prompt": "# Timberline support-risk expansion gate\n\nYou are supporting Customer Growth Director at Timberline Field Ops, a synthetic field service software company operating in APAC. The review period is 2026-Q3; use 2026-09-13 as the fixed as-of date.\n\nBusiness situation: Sales proposed an expansion despite unresolved priority incidents. Gate the motion according to support policy and schedule executive recovery tasks before commercial follow-up.\n\nComplete a portfolio-scale renewal, expansion, and customer-success handoff. The evidence room contains exactly 96 records in twelve workstreams: 01_contracts, 02_subscriptions, 03_salesforce_renewals, 04_hubspot_health, 05_gong_account_voice, 06_support, 07_usage, 08_notice_windows, 09_expansion_signals, 10_handoff_policy, 11_risks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-056-timberline-support-risk`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-056-timberline-support-risk", + "task_name": "Timberline support-risk expansion gate", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-057-upland-channel-renewal.json b/tasks/sb100-057-upland-channel-renewal.json new file mode 100644 index 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Reconcile using executed documents and leave partner compensation decisions outside the data repair.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-057-01 — SBP-057-01\n\nSystem: salesforce; object: Opportunity; record: 006SB057000000; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-057-01 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/001_sbp-057-01_01_contracts.md and /workspace/documents/03_salesforce_renewals/017_sbp-057-01_03_salesforce_renewals.md; Gong insight GE-057-01.\nOwner: Jon Bell; deadline: 2026-08-29.\n\n### CHG-057-02 — SBP-057-05\n\nSystem: hubspot; object: deals; record: 8005720004; field: renewal_risk.\nChanged unreviewed to consent_conflict. SBP-057-05 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/005_sbp-057-05_01_contracts.eml and /workspace/documents/03_salesforce_renewals/021_sbp-057-05_03_salesforce_renewals.eml; Gong insight GE-057-05.\nOwner: Theo Martin; deadline: 2026-09-02.\n\n### CHG-057-03 — SBP-057-06\n\nSystem: salesforce; object: Opportunity; record: 006SB057000005; field: Renewal_Risk__c.\nChanged Unreviewed to single_threaded. SBP-057-06 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/006_sbp-057-06_01_contracts.xml and /workspace/documents/03_salesforce_renewals/022_sbp-057-06_03_salesforce_renewals.xml; Gong insight GE-057-06.\nOwner: Nora Kim; deadline: 2026-09-03.\n\n### CHG-057-04 — SBP-057-07\n\nSystem: hubspot; object: deals; record: 8005720006; field: renewal_risk.\nChanged unreviewed to stage_evidence_gap. SBP-057-07 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/007_sbp-057-07_01_contracts.html and /workspace/documents/03_salesforce_renewals/023_sbp-057-07_03_salesforce_renewals.html; Gong insight GE-057-07.\nOwner: Elena Rossi; deadline: 2026-08-29.\n\n### CHG-057-05 — SBP-057-08\n\nSystem: salesforce; object: Opportunity; record: 006SB057000007; field: Renewal_Risk__c.\nChanged Unreviewed to support_recovery. SBP-057-08 qualifies for renewal and expansion handoff because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_contracts/008_sbp-057-08_01_contracts.md and /workspace/documents/03_salesforce_renewals/024_sbp-057-08_03_salesforce_renewals.md; Gong insight GE-057-08.\nOwner: Maya Chen; deadline: 2026-08-30.\n\n### CHG-057-06 — SBP-057-09\n\nSystem: hubspot; object: deals; record: 8005720008; field: renewal_risk.\nChanged unreviewed to security_review. SBP-057-09 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/009_sbp-057-09_02_subscriptions.md and /workspace/documents/04_hubspot_health/025_sbp-057-09_04_hubspot_health.md; Gong insight GE-057-09.\nOwner: Jon Bell; deadline: 2026-08-31.\n\n### CHG-057-07 — SBP-057-10\n\nSystem: salesforce; object: Opportunity; record: 006SB057000009; field: Renewal_Risk__c.\nChanged Unreviewed to identity_ambiguity. SBP-057-10 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/010_sbp-057-10_02_subscriptions.txt and /workspace/documents/04_hubspot_health/026_sbp-057-10_04_hubspot_health.txt; Gong insight GE-057-10.\nOwner: Priya Raman; deadline: 2026-09-01.\n\n### CHG-057-08 — SBP-057-12\n\nSystem: hubspot; object: deals; record: 8005720011; field: renewal_risk.\nChanged unreviewed to procurement_timing. SBP-057-12 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/012_sbp-057-12_02_subscriptions.csv and /workspace/documents/04_hubspot_health/028_sbp-057-12_04_hubspot_health.csv; Gong insight GE-057-12.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-057-09 — SBP-057-13\n\nSystem: salesforce; object: Opportunity; record: 006SB057000012; field: Renewal_Risk__c.\nChanged Unreviewed to consent_conflict. SBP-057-13 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/013_sbp-057-13_02_subscriptions.eml and /workspace/documents/04_hubspot_health/029_sbp-057-13_04_hubspot_health.eml; Gong insight GE-057-13.\nOwner: Theo Martin; deadline: 2026-08-29.\n\n### CHG-057-10 — SBP-057-14\n\nSystem: hubspot; object: deals; record: 8005720013; field: renewal_risk.\nChanged unreviewed to single_threaded. SBP-057-14 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/014_sbp-057-14_02_subscriptions.xml and /workspace/documents/04_hubspot_health/030_sbp-057-14_04_hubspot_health.xml; Gong insight GE-057-14.\nOwner: Nora Kim; deadline: 2026-08-30.\n\n### CHG-057-11 — SBP-057-15\n\nSystem: salesforce; object: Opportunity; record: 006SB057000014; field: Renewal_Risk__c.\nChanged Unreviewed to stage_evidence_gap. SBP-057-15 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/015_sbp-057-15_02_subscriptions.html and /workspace/documents/04_hubspot_health/031_sbp-057-15_04_hubspot_health.html; Gong insight GE-057-15.\nOwner: Elena Rossi; deadline: 2026-08-31.\n\n### CHG-057-12 — SBP-057-16\n\nSystem: hubspot; object: deals; record: 8005720015; field: renewal_risk.\nChanged unreviewed to support_recovery. SBP-057-16 qualifies for renewal and expansion handoff because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_subscriptions/016_sbp-057-16_02_subscriptions.md and /workspace/documents/04_hubspot_health/032_sbp-057-16_04_hubspot_health.md; Gong insight GE-057-16.\nOwner: Maya Chen; deadline: 2026-09-01.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-26", + "changes": [ + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/017_sbp-057-01_03_salesforce_renewals.md", + "deadline": "2026-08-29", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-057-01", + "id": "CHG-057-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-057-01", + "primary_source": "/workspace/documents/01_contracts/001_sbp-057-01_01_contracts.md", + "reason": "SBP-057-01 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "record_id": "006SB057000000", + "system": "salesforce" + }, + { + "after": "consent_conflict", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/021_sbp-057-05_03_salesforce_renewals.eml", + "deadline": "2026-09-02", + "field": "renewal_risk", + "gong_evidence_id": "GE-057-05", + "id": "CHG-057-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-057-05", + "primary_source": "/workspace/documents/01_contracts/005_sbp-057-05_01_contracts.eml", + "reason": "SBP-057-05 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8005720004", + "system": "hubspot" + }, + { + "after": "single_threaded", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/022_sbp-057-06_03_salesforce_renewals.xml", + "deadline": "2026-09-03", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-057-06", + "id": "CHG-057-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-057-06", + "primary_source": "/workspace/documents/01_contracts/006_sbp-057-06_01_contracts.xml", + "reason": "SBP-057-06 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "006SB057000005", + "system": "salesforce" + }, + { + "after": "stage_evidence_gap", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/023_sbp-057-07_03_salesforce_renewals.html", + "deadline": "2026-08-29", + "field": "renewal_risk", + "gong_evidence_id": "GE-057-07", + "id": "CHG-057-04", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-057-07", + "primary_source": "/workspace/documents/01_contracts/007_sbp-057-07_01_contracts.html", + "reason": "SBP-057-07 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8005720006", + "system": "hubspot" + }, + { + "after": "support_recovery", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/024_sbp-057-08_03_salesforce_renewals.md", + "deadline": "2026-08-30", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-057-08", + "id": "CHG-057-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-057-08", + "primary_source": "/workspace/documents/01_contracts/008_sbp-057-08_01_contracts.md", + "reason": "SBP-057-08 qualifies for renewal and expansion handoff because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "006SB057000007", + "system": "salesforce" + }, + { + "after": "security_review", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/025_sbp-057-09_04_hubspot_health.md", + "deadline": "2026-08-31", + "field": "renewal_risk", + "gong_evidence_id": "GE-057-09", + "id": "CHG-057-06", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-057-09", + "primary_source": "/workspace/documents/02_subscriptions/009_sbp-057-09_02_subscriptions.md", + "reason": "SBP-057-09 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.", + "record_id": "8005720008", + "system": "hubspot" + }, + { + "after": "identity_ambiguity", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/026_sbp-057-10_04_hubspot_health.txt", + "deadline": "2026-09-01", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-057-10", + "id": "CHG-057-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-057-10", + "primary_source": "/workspace/documents/02_subscriptions/010_sbp-057-10_02_subscriptions.txt", + "reason": "SBP-057-10 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "006SB057000009", + "system": "salesforce" + }, + { + "after": "procurement_timing", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/028_sbp-057-12_04_hubspot_health.csv", + "deadline": "2026-09-03", + "field": "renewal_risk", + "gong_evidence_id": "GE-057-12", + "id": "CHG-057-08", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-057-12", + "primary_source": "/workspace/documents/02_subscriptions/012_sbp-057-12_02_subscriptions.csv", + "reason": "SBP-057-12 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8005720011", + "system": "hubspot" + }, + { + "after": "consent_conflict", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/029_sbp-057-13_04_hubspot_health.eml", + "deadline": "2026-08-29", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-057-13", + "id": "CHG-057-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-057-13", + "primary_source": "/workspace/documents/02_subscriptions/013_sbp-057-13_02_subscriptions.eml", + "reason": "SBP-057-13 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "006SB057000012", + "system": "salesforce" + }, + { + "after": "single_threaded", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/030_sbp-057-14_04_hubspot_health.xml", + "deadline": "2026-08-30", + "field": "renewal_risk", + "gong_evidence_id": "GE-057-14", + "id": "CHG-057-10", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-057-14", + "primary_source": "/workspace/documents/02_subscriptions/014_sbp-057-14_02_subscriptions.xml", + "reason": "SBP-057-14 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8005720013", + "system": "hubspot" + }, + { + "after": "stage_evidence_gap", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/031_sbp-057-15_04_hubspot_health.html", + "deadline": "2026-08-31", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-057-15", + "id": "CHG-057-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-057-15", + "primary_source": "/workspace/documents/02_subscriptions/015_sbp-057-15_02_subscriptions.html", + "reason": "SBP-057-15 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB057000014", + "system": "salesforce" + }, + { + "after": "support_recovery", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/032_sbp-057-16_04_hubspot_health.md", + "deadline": "2026-09-01", + "field": "renewal_risk", + "gong_evidence_id": "GE-057-16", + "id": "CHG-057-12", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-057-16", + "primary_source": "/workspace/documents/02_subscriptions/016_sbp-057-16_02_subscriptions.md", + "reason": "SBP-057-16 qualifies for renewal and expansion handoff because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8005720015", + "system": "hubspot" + } + ], + "company": "Upland Identity", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-057-upland-channel-renewal", + "title": "Upland channel renewal alignment" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Upland Identity", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "identity software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "Global Channels", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "renewal-expansion" + }, + "prompt": "# Upland channel renewal alignment\n\nYou are supporting Channel Renewals Director at Upland Identity, a synthetic identity software company operating in Global Channels. The review period is 2026-Q4; use 2026-08-26 as the fixed as-of date.\n\nBusiness situation: Distributor records and direct CRM renewals show different end dates. Reconcile using executed documents and leave partner compensation decisions outside the data repair.\n\nComplete a portfolio-scale renewal, expansion, and customer-success handoff. The evidence room contains exactly 96 records in twelve workstreams: 01_contracts, 02_subscriptions, 03_salesforce_renewals, 04_hubspot_health, 05_gong_account_voice, 06_support, 07_usage, 08_notice_windows, 09_expansion_signals, 10_handoff_policy, 11_risks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-057-upland-channel-renewal`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-057-upland-channel-renewal", + "task_name": "Upland channel renewal alignment", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-060-yarrow-executive-handoff.json b/tasks/sb100-060-yarrow-executive-handoff.json new file mode 100644 index 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Update supported stakeholder roles, create sponsor-introduction tasks, and preserve contacts whose role is unverified.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-060-01 — SBP-060-02\n\nSystem: salesforce; object: Opportunity; record: 006SB060000001; field: Renewal_Risk__c.\nChanged Unreviewed to security_review. SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/002_sbp-060-02_01_contracts.txt and /workspace/documents/03_salesforce_renewals/018_sbp-060-02_03_salesforce_renewals.txt; Gong insight GE-060-02.\nOwner: Theo Martin; deadline: 2026-09-02.\n\n### CHG-060-02 — SBP-060-03\n\nSystem: hubspot; object: deals; record: 8006020002; field: renewal_risk.\nChanged unreviewed to identity_ambiguity. SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/003_sbp-060-03_01_contracts.json and /workspace/documents/03_salesforce_renewals/019_sbp-060-03_03_salesforce_renewals.json; Gong insight GE-060-03.\nOwner: Nora Kim; deadline: 2026-09-03.\n\n### CHG-060-03 — SBP-060-04\n\nSystem: salesforce; object: Opportunity; record: 006SB060000003; field: Renewal_Risk__c.\nChanged Unreviewed to commercial_terms. SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/004_sbp-060-04_01_contracts.csv and /workspace/documents/03_salesforce_renewals/020_sbp-060-04_03_salesforce_renewals.csv; Gong insight GE-060-04.\nOwner: Elena Rossi; deadline: 2026-09-04.\n\n### CHG-060-04 — SBP-060-05\n\nSystem: hubspot; object: deals; record: 8006020004; field: renewal_risk.\nChanged unreviewed to procurement_timing. SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/005_sbp-060-05_01_contracts.eml and /workspace/documents/03_salesforce_renewals/021_sbp-060-05_03_salesforce_renewals.eml; Gong insight GE-060-05.\nOwner: Maya Chen; deadline: 2026-09-05.\n\n### CHG-060-05 — SBP-060-06\n\nSystem: salesforce; object: Opportunity; record: 006SB060000005; field: Renewal_Risk__c.\nChanged Unreviewed to consent_conflict. SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/006_sbp-060-06_01_contracts.xml and /workspace/documents/03_salesforce_renewals/022_sbp-060-06_03_salesforce_renewals.xml; Gong insight GE-060-06.\nOwner: Jon Bell; deadline: 2026-09-06.\n\n### CHG-060-06 — SBP-060-08\n\nSystem: hubspot; object: deals; record: 8006020007; field: renewal_risk.\nChanged unreviewed to stage_evidence_gap. SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_contracts/008_sbp-060-08_01_contracts.md and /workspace/documents/03_salesforce_renewals/024_sbp-060-08_03_salesforce_renewals.md; Gong insight GE-060-08.\nOwner: Luis Ortega; deadline: 2026-09-02.\n\n### CHG-060-07 — SBP-060-09\n\nSystem: salesforce; object: Opportunity; record: 006SB060000008; field: Renewal_Risk__c.\nChanged Unreviewed to support_recovery. SBP-060-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/009_sbp-060-09_02_subscriptions.md and /workspace/documents/04_hubspot_health/025_sbp-060-09_04_hubspot_health.md; Gong insight GE-060-09.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-060-08 — SBP-060-10\n\nSystem: hubspot; object: deals; record: 8006020009; field: renewal_risk.\nChanged unreviewed to security_review. SBP-060-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/010_sbp-060-10_02_subscriptions.txt and /workspace/documents/04_hubspot_health/026_sbp-060-10_04_hubspot_health.txt; Gong insight GE-060-10.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-060-09 — SBP-060-11\n\nSystem: salesforce; object: Opportunity; record: 006SB060000010; field: Renewal_Risk__c.\nChanged Unreviewed to identity_ambiguity. SBP-060-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/011_sbp-060-11_02_subscriptions.json and /workspace/documents/04_hubspot_health/027_sbp-060-11_04_hubspot_health.json; Gong insight GE-060-11.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-060-10 — SBP-060-13\n\nSystem: hubspot; object: deals; record: 8006020012; field: renewal_risk.\nChanged unreviewed to procurement_timing. SBP-060-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/013_sbp-060-13_02_subscriptions.eml and /workspace/documents/04_hubspot_health/029_sbp-060-13_04_hubspot_health.eml; Gong insight GE-060-13.\nOwner: Maya Chen; deadline: 2026-09-01.\n\n### CHG-060-11 — SBP-060-14\n\nSystem: salesforce; object: Opportunity; record: 006SB060000013; field: Renewal_Risk__c.\nChanged Unreviewed to consent_conflict. SBP-060-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/014_sbp-060-14_02_subscriptions.xml and /workspace/documents/04_hubspot_health/030_sbp-060-14_04_hubspot_health.xml; Gong insight GE-060-14.\nOwner: Jon Bell; deadline: 2026-09-02.\n\n### CHG-060-12 — SBP-060-16\n\nSystem: hubspot; object: deals; record: 8006020015; field: renewal_risk.\nChanged unreviewed to stage_evidence_gap. SBP-060-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_subscriptions/016_sbp-060-16_02_subscriptions.md and /workspace/documents/04_hubspot_health/032_sbp-060-16_04_hubspot_health.md; Gong insight GE-060-16.\nOwner: Luis Ortega; deadline: 2026-09-04.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-29", + "changes": [ + { + "after": "security_review", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/018_sbp-060-02_03_salesforce_renewals.txt", + "deadline": "2026-09-02", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-060-02", + "id": "CHG-060-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-060-02", + "primary_source": "/workspace/documents/01_contracts/002_sbp-060-02_01_contracts.txt", + "reason": "SBP-060-02 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB060000001", + "system": "salesforce" + }, + { + "after": "identity_ambiguity", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/019_sbp-060-03_03_salesforce_renewals.json", + "deadline": "2026-09-03", + "field": "renewal_risk", + "gong_evidence_id": "GE-060-03", + "id": "CHG-060-02", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-060-03", + "primary_source": "/workspace/documents/01_contracts/003_sbp-060-03_01_contracts.json", + "reason": "SBP-060-03 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8006020002", + "system": "hubspot" + }, + { + "after": "commercial_terms", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/020_sbp-060-04_03_salesforce_renewals.csv", + "deadline": "2026-09-04", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-060-04", + "id": "CHG-060-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-060-04", + "primary_source": "/workspace/documents/01_contracts/004_sbp-060-04_01_contracts.csv", + "reason": "SBP-060-04 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB060000003", + "system": "salesforce" + }, + { + "after": "procurement_timing", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/021_sbp-060-05_03_salesforce_renewals.eml", + "deadline": "2026-09-05", + "field": "renewal_risk", + "gong_evidence_id": "GE-060-05", + "id": "CHG-060-04", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-060-05", + "primary_source": "/workspace/documents/01_contracts/005_sbp-060-05_01_contracts.eml", + "reason": "SBP-060-05 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8006020004", + "system": "hubspot" + }, + { + "after": "consent_conflict", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/022_sbp-060-06_03_salesforce_renewals.xml", + "deadline": "2026-09-06", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-060-06", + "id": "CHG-060-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-060-06", + "primary_source": "/workspace/documents/01_contracts/006_sbp-060-06_01_contracts.xml", + "reason": "SBP-060-06 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB060000005", + "system": "salesforce" + }, + { + "after": "stage_evidence_gap", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_salesforce_renewals/024_sbp-060-08_03_salesforce_renewals.md", + "deadline": "2026-09-02", + "field": "renewal_risk", + "gong_evidence_id": "GE-060-08", + "id": "CHG-060-06", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-060-08", + "primary_source": "/workspace/documents/01_contracts/008_sbp-060-08_01_contracts.md", + "reason": "SBP-060-08 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8006020007", + "system": "hubspot" + }, + { + "after": "support_recovery", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/025_sbp-060-09_04_hubspot_health.md", + "deadline": "2026-09-03", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-060-09", + "id": "CHG-060-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-060-09", + "primary_source": "/workspace/documents/02_subscriptions/009_sbp-060-09_02_subscriptions.md", + "reason": "SBP-060-09 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB060000008", + "system": "salesforce" + }, + { + "after": "security_review", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/026_sbp-060-10_04_hubspot_health.txt", + "deadline": "2026-09-04", + "field": "renewal_risk", + "gong_evidence_id": "GE-060-10", + "id": "CHG-060-08", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-060-10", + "primary_source": "/workspace/documents/02_subscriptions/010_sbp-060-10_02_subscriptions.txt", + "reason": "SBP-060-10 qualifies for renewal and expansion handoff because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.", + "record_id": "8006020009", + "system": "hubspot" + }, + { + "after": "identity_ambiguity", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/027_sbp-060-11_04_hubspot_health.json", + "deadline": "2026-09-05", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-060-11", + "id": "CHG-060-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-060-11", + "primary_source": "/workspace/documents/02_subscriptions/011_sbp-060-11_02_subscriptions.json", + "reason": "SBP-060-11 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB060000010", + "system": "salesforce" + }, + { + "after": "procurement_timing", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/029_sbp-060-13_04_hubspot_health.eml", + "deadline": "2026-09-01", + "field": "renewal_risk", + "gong_evidence_id": "GE-060-13", + "id": "CHG-060-10", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-060-13", + "primary_source": "/workspace/documents/02_subscriptions/013_sbp-060-13_02_subscriptions.eml", + "reason": "SBP-060-13 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8006020012", + "system": "hubspot" + }, + { + "after": "consent_conflict", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/030_sbp-060-14_04_hubspot_health.xml", + "deadline": "2026-09-02", + "field": "Renewal_Risk__c", + "gong_evidence_id": "GE-060-14", + "id": "CHG-060-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-060-14", + "primary_source": "/workspace/documents/02_subscriptions/014_sbp-060-14_02_subscriptions.xml", + "reason": "SBP-060-14 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB060000013", + "system": "salesforce" + }, + { + "after": "stage_evidence_gap", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_hubspot_health/032_sbp-060-16_04_hubspot_health.md", + "deadline": "2026-09-04", + "field": "renewal_risk", + "gong_evidence_id": "GE-060-16", + "id": "CHG-060-12", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-060-16", + "primary_source": "/workspace/documents/02_subscriptions/016_sbp-060-16_02_subscriptions.md", + "reason": "SBP-060-16 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8006020015", + "system": "hubspot" + } + ], + "company": "Yarrow Supply Network", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-060-yarrow-executive-handoff", + "title": "Yarrow executive sponsor handoff" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Yarrow Supply Network", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "supply-chain platform", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "renewal-expansion" + }, + "prompt": "# Yarrow executive sponsor handoff\n\nYou are supporting Executive Programs Director at Yarrow Supply Network, a synthetic supply-chain platform company operating in EMEA. The review period is 2026-Q3; use 2026-08-29 as the fixed as-of date.\n\nBusiness situation: Account leadership changed during renewal. Update supported stakeholder roles, create sponsor-introduction tasks, and preserve contacts whose role is unverified.\n\nComplete a portfolio-scale renewal, expansion, and customer-success handoff. The evidence room contains exactly 96 records in twelve workstreams: 01_contracts, 02_subscriptions, 03_salesforce_renewals, 04_hubspot_health, 05_gong_account_voice, 06_support, 07_usage, 08_notice_windows, 09_expansion_signals, 10_handoff_policy, 11_risks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-060-yarrow-executive-handoff`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-060-yarrow-executive-handoff", + "task_name": "Yarrow executive sponsor handoff", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-063-birch-public-sector-terms.json b/tasks/sb100-063-birch-public-sector-terms.json new file mode 100644 index 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Flag unready deals and progress only those with valid vehicle and approval evidence.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-063-01 — SBP-063-01\n\nSystem: salesforce; object: Quote; record: 0Q0SB063000000; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-063-01 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/001_sbp-063-01_01_opportunities.md and /workspace/documents/03_line_items/017_sbp-063-01_03_line_items.md; Gong insight GE-063-01.\nOwner: Elena Rossi; deadline: 2026-09-04.\n\n### CHG-063-02 — SBP-063-02\n\nSystem: hubspot; object: deals; record: 8006320001; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-063-02 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/002_sbp-063-02_01_opportunities.txt and /workspace/documents/03_line_items/018_sbp-063-02_03_line_items.txt; Gong insight GE-063-02.\nOwner: Maya Chen; deadline: 2026-09-05.\n\n### CHG-063-03 — SBP-063-03\n\nSystem: salesforce; object: Quote; record: 0Q0SB063000002; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-063-03 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/003_sbp-063-03_01_opportunities.json and /workspace/documents/03_line_items/019_sbp-063-03_03_line_items.json; Gong insight GE-063-03.\nOwner: Jon Bell; deadline: 2026-09-06.\n\n### CHG-063-04 — SBP-063-04\n\nSystem: hubspot; object: deals; record: 8006320003; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-063-04 qualifies for policy-compliant quote progression because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/004_sbp-063-04_01_opportunities.csv and /workspace/documents/03_line_items/020_sbp-063-04_03_line_items.csv; Gong insight GE-063-04.\nOwner: Priya Raman; deadline: 2026-09-07.\n\n### CHG-063-05 — SBP-063-05\n\nSystem: salesforce; object: Quote; record: 0Q0SB063000004; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-063-05 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/005_sbp-063-05_01_opportunities.eml and /workspace/documents/03_line_items/021_sbp-063-05_03_line_items.eml; Gong insight GE-063-05.\nOwner: Luis Ortega; deadline: 2026-09-08.\n\n### CHG-063-06 — SBP-063-06\n\nSystem: hubspot; object: deals; record: 8006320005; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-063-06 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/006_sbp-063-06_01_opportunities.xml and /workspace/documents/03_line_items/022_sbp-063-06_03_line_items.xml; Gong insight GE-063-06.\nOwner: Amina Yusuf; deadline: 2026-09-09.\n\n### CHG-063-07 — SBP-063-08\n\nSystem: salesforce; object: Quote; record: 0Q0SB063000007; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-063-08 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/008_sbp-063-08_01_opportunities.md and /workspace/documents/03_line_items/024_sbp-063-08_03_line_items.md; Gong insight GE-063-08.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-063-08 — SBP-063-09\n\nSystem: hubspot; object: deals; record: 8006320008; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-063-09 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/009_sbp-063-09_02_quotes.md and /workspace/documents/04_discount_matrix/025_sbp-063-09_04_discount_matrix.md; Gong insight GE-063-09.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n### CHG-063-09 — SBP-063-10\n\nSystem: salesforce; object: Quote; record: 0Q0SB063000009; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-063-10 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/010_sbp-063-10_02_quotes.txt and /workspace/documents/04_discount_matrix/026_sbp-063-10_04_discount_matrix.txt; Gong insight GE-063-10.\nOwner: Maya Chen; deadline: 2026-09-07.\n\n### CHG-063-10 — SBP-063-11\n\nSystem: hubspot; object: deals; record: 8006320010; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-063-11 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/011_sbp-063-11_02_quotes.json and /workspace/documents/04_discount_matrix/027_sbp-063-11_04_discount_matrix.json; Gong insight GE-063-11.\nOwner: Jon Bell; deadline: 2026-09-08.\n\n### CHG-063-11 — SBP-063-13\n\nSystem: salesforce; object: Quote; record: 0Q0SB063000012; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-063-13 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/013_sbp-063-13_02_quotes.eml and /workspace/documents/04_discount_matrix/029_sbp-063-13_04_discount_matrix.eml; Gong insight GE-063-13.\nOwner: Luis Ortega; deadline: 2026-09-04.\n\n### CHG-063-12 — SBP-063-14\n\nSystem: hubspot; object: deals; record: 8006320013; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-063-14 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/014_sbp-063-14_02_quotes.xml and /workspace/documents/04_discount_matrix/030_sbp-063-14_04_discount_matrix.xml; Gong insight GE-063-14.\nOwner: Amina Yusuf; deadline: 2026-09-05.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-01", + "changes": [ + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/017_sbp-063-01_03_line_items.md", + "deadline": "2026-09-04", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-063-01", + "id": "CHG-063-01", + "object_type": "Quote", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-063-01", + "primary_source": "/workspace/documents/01_opportunities/001_sbp-063-01_01_opportunities.md", + "reason": "SBP-063-01 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "0Q0SB063000000", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/018_sbp-063-02_03_line_items.txt", + "deadline": "2026-09-05", + "field": "quote_readiness", + "gong_evidence_id": "GE-063-02", + "id": "CHG-063-02", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-063-02", + "primary_source": "/workspace/documents/01_opportunities/002_sbp-063-02_01_opportunities.txt", + "reason": "SBP-063-02 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8006320001", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/019_sbp-063-03_03_line_items.json", + "deadline": "2026-09-06", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-063-03", + "id": "CHG-063-03", + "object_type": "Quote", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-063-03", + "primary_source": "/workspace/documents/01_opportunities/003_sbp-063-03_01_opportunities.json", + "reason": "SBP-063-03 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "0Q0SB063000002", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/020_sbp-063-04_03_line_items.csv", + "deadline": "2026-09-07", + "field": "quote_readiness", + "gong_evidence_id": "GE-063-04", + "id": "CHG-063-04", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-063-04", + "primary_source": "/workspace/documents/01_opportunities/004_sbp-063-04_01_opportunities.csv", + "reason": "SBP-063-04 qualifies for policy-compliant quote progression because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8006320003", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/021_sbp-063-05_03_line_items.eml", + "deadline": "2026-09-08", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-063-05", + "id": "CHG-063-05", + "object_type": "Quote", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-063-05", + "primary_source": "/workspace/documents/01_opportunities/005_sbp-063-05_01_opportunities.eml", + "reason": "SBP-063-05 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "0Q0SB063000004", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/022_sbp-063-06_03_line_items.xml", + "deadline": "2026-09-09", + "field": "quote_readiness", + "gong_evidence_id": "GE-063-06", + "id": "CHG-063-06", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-063-06", + "primary_source": "/workspace/documents/01_opportunities/006_sbp-063-06_01_opportunities.xml", + "reason": "SBP-063-06 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8006320005", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/024_sbp-063-08_03_line_items.md", + "deadline": "2026-09-05", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-063-08", + "id": "CHG-063-07", + "object_type": "Quote", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-063-08", + "primary_source": "/workspace/documents/01_opportunities/008_sbp-063-08_01_opportunities.md", + "reason": "SBP-063-08 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "0Q0SB063000007", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/025_sbp-063-09_04_discount_matrix.md", + "deadline": "2026-09-06", + "field": "quote_readiness", + "gong_evidence_id": "GE-063-09", + "id": "CHG-063-08", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-063-09", + "primary_source": "/workspace/documents/02_quotes/009_sbp-063-09_02_quotes.md", + "reason": "SBP-063-09 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8006320008", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/026_sbp-063-10_04_discount_matrix.txt", + "deadline": "2026-09-07", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-063-10", + "id": "CHG-063-09", + "object_type": "Quote", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-063-10", + "primary_source": "/workspace/documents/02_quotes/010_sbp-063-10_02_quotes.txt", + "reason": "SBP-063-10 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "0Q0SB063000009", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/027_sbp-063-11_04_discount_matrix.json", + "deadline": "2026-09-08", + "field": "quote_readiness", + "gong_evidence_id": "GE-063-11", + "id": "CHG-063-10", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-063-11", + "primary_source": "/workspace/documents/02_quotes/011_sbp-063-11_02_quotes.json", + "reason": "SBP-063-11 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "8006320010", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/029_sbp-063-13_04_discount_matrix.eml", + "deadline": "2026-09-04", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-063-13", + "id": "CHG-063-11", + "object_type": "Quote", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-063-13", + "primary_source": "/workspace/documents/02_quotes/013_sbp-063-13_02_quotes.eml", + "reason": "SBP-063-13 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "0Q0SB063000012", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/030_sbp-063-14_04_discount_matrix.xml", + "deadline": "2026-09-05", + "field": "quote_readiness", + "gong_evidence_id": "GE-063-14", + "id": "CHG-063-12", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-063-14", + "primary_source": "/workspace/documents/02_quotes/014_sbp-063-14_02_quotes.xml", + "reason": "SBP-063-14 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8006320013", + "system": "hubspot" + } + ], + "company": "Birch Cyber Defense", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-063-birch-public-sector-terms", + "title": "Birch public-sector quote readiness" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Birch Cyber Defense", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "cybersecurity", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "United States Public Sector", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "quote-governance" + }, + "prompt": "# Birch public-sector quote readiness\n\nYou are supporting Public Sector Deal Desk at Birch Cyber Defense, a synthetic cybersecurity company operating in United States Public Sector. The review period is 2026-Q3; use 2026-09-01 as the fixed as-of date.\n\nBusiness situation: Government quotes combine mandatory clauses, reseller margins, and funding limits. Flag unready deals and progress only those with valid vehicle and approval evidence.\n\nComplete a portfolio-scale discount approval, quote governance, and close readiness. The evidence room contains exactly 96 records in twelve workstreams: 01_opportunities, 02_quotes, 03_line_items, 04_discount_matrix, 05_approvals, 06_gong_commercials, 07_hubspot_deals, 08_legal_status, 09_finance_checks, 10_close_plan, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-063-birch-public-sector-terms`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-063-birch-public-sector-terms", + "task_name": "Birch public-sector quote readiness", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-065-dogwood-bundle-floor.json b/tasks/sb100-065-dogwood-bundle-floor.json new file mode 100644 index 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"task_files/sb100-065-dogwood-bundle-floor/12_deliverables/089_sbp-065-09_12_deliverables.md", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/090_sbp-065-10_12_deliverables.txt", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/091_sbp-065-11_12_deliverables.json", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/092_sbp-065-12_12_deliverables.csv", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/093_sbp-065-13_12_deliverables.eml", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/094_sbp-065-14_12_deliverables.xml", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/095_sbp-065-15_12_deliverables.html", + "task_files/sb100-065-dogwood-bundle-floor/12_deliverables/096_sbp-065-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Dogwood bundle-floor audit\n\n## Executive assessment\n\nBundled SKUs obscure product-level discount floors. Validate line items and exception approvals, correct close-readiness fields, and leave pricing math intact where source records conflict.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-065-01 — SBP-065-04\n\nSystem: salesforce; object: Quote; record: 0Q0SB065000003; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-065-04 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/004_sbp-065-04_01_opportunities.csv and /workspace/documents/03_line_items/020_sbp-065-04_03_line_items.csv; Gong insight GE-065-04.\nOwner: Amina Yusuf; deadline: 2026-09-09.\n\n### CHG-065-02 — SBP-065-05\n\nSystem: hubspot; object: deals; record: 8006520004; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-065-05 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/005_sbp-065-05_01_opportunities.eml and /workspace/documents/03_line_items/021_sbp-065-05_03_line_items.eml; Gong insight GE-065-05.\nOwner: Theo Martin; deadline: 2026-09-10.\n\n### CHG-065-03 — SBP-065-07\n\nSystem: salesforce; object: Quote; record: 0Q0SB065000006; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-065-07 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/007_sbp-065-07_01_opportunities.html and /workspace/documents/03_line_items/023_sbp-065-07_03_line_items.html; Gong insight GE-065-07.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n### CHG-065-04 — SBP-065-08\n\nSystem: hubspot; object: deals; record: 8006520007; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-065-08 qualifies for policy-compliant quote progression because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/008_sbp-065-08_01_opportunities.md and /workspace/documents/03_line_items/024_sbp-065-08_03_line_items.md; Gong insight GE-065-08.\nOwner: Maya Chen; deadline: 2026-09-07.\n\n### CHG-065-05 — SBP-065-09\n\nSystem: salesforce; object: Quote; record: 0Q0SB065000008; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-065-09 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/009_sbp-065-09_02_quotes.md and /workspace/documents/04_discount_matrix/025_sbp-065-09_04_discount_matrix.md; Gong insight GE-065-09.\nOwner: Jon Bell; deadline: 2026-09-08.\n\n### CHG-065-06 — SBP-065-10\n\nSystem: hubspot; object: deals; record: 8006520009; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-065-10 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/010_sbp-065-10_02_quotes.txt and /workspace/documents/04_discount_matrix/026_sbp-065-10_04_discount_matrix.txt; Gong insight GE-065-10.\nOwner: Priya Raman; deadline: 2026-09-09.\n\n### CHG-065-07 — SBP-065-11\n\nSystem: salesforce; object: Quote; record: 0Q0SB065000010; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-065-11 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/011_sbp-065-11_02_quotes.json and /workspace/documents/04_discount_matrix/027_sbp-065-11_04_discount_matrix.json; Gong insight GE-065-11.\nOwner: Luis Ortega; deadline: 2026-09-10.\n\n### CHG-065-08 — SBP-065-12\n\nSystem: hubspot; object: deals; record: 8006520011; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-065-12 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/012_sbp-065-12_02_quotes.csv and /workspace/documents/04_discount_matrix/028_sbp-065-12_04_discount_matrix.csv; Gong insight GE-065-12.\nOwner: Amina Yusuf; deadline: 2026-09-11.\n\n### CHG-065-09 — SBP-065-13\n\nSystem: salesforce; object: Quote; record: 0Q0SB065000012; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-065-13 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/013_sbp-065-13_02_quotes.eml and /workspace/documents/04_discount_matrix/029_sbp-065-13_04_discount_matrix.eml; Gong insight GE-065-13.\nOwner: Theo Martin; deadline: 2026-09-06.\n\n### CHG-065-10 — SBP-065-14\n\nSystem: hubspot; object: deals; record: 8006520013; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-065-14 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/014_sbp-065-14_02_quotes.xml and /workspace/documents/04_discount_matrix/030_sbp-065-14_04_discount_matrix.xml; Gong insight GE-065-14.\nOwner: Nora Kim; deadline: 2026-09-07.\n\n### CHG-065-11 — SBP-065-15\n\nSystem: salesforce; object: Quote; record: 0Q0SB065000014; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-065-15 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/015_sbp-065-15_02_quotes.html and /workspace/documents/04_discount_matrix/031_sbp-065-15_04_discount_matrix.html; Gong insight GE-065-15.\nOwner: Elena Rossi; deadline: 2026-09-08.\n\n### CHG-065-12 — SBP-065-16\n\nSystem: hubspot; object: deals; record: 8006520015; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-065-16 qualifies for policy-compliant quote progression because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/016_sbp-065-16_02_quotes.md and /workspace/documents/04_discount_matrix/032_sbp-065-16_04_discount_matrix.md; Gong insight GE-065-16.\nOwner: Maya Chen; deadline: 2026-09-09.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-03", + "changes": [ + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/020_sbp-065-04_03_line_items.csv", + "deadline": "2026-09-09", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-065-04", + "id": "CHG-065-01", + "object_type": "Quote", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-065-04", + "primary_source": "/workspace/documents/01_opportunities/004_sbp-065-04_01_opportunities.csv", + "reason": "SBP-065-04 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "0Q0SB065000003", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/021_sbp-065-05_03_line_items.eml", + "deadline": "2026-09-10", + "field": "quote_readiness", + "gong_evidence_id": "GE-065-05", + "id": "CHG-065-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-065-05", + "primary_source": "/workspace/documents/01_opportunities/005_sbp-065-05_01_opportunities.eml", + "reason": "SBP-065-05 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8006520004", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/023_sbp-065-07_03_line_items.html", + "deadline": "2026-09-06", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-065-07", + "id": "CHG-065-03", + "object_type": "Quote", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-065-07", + "primary_source": "/workspace/documents/01_opportunities/007_sbp-065-07_01_opportunities.html", + "reason": "SBP-065-07 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "0Q0SB065000006", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/024_sbp-065-08_03_line_items.md", + "deadline": "2026-09-07", + "field": "quote_readiness", + "gong_evidence_id": "GE-065-08", + "id": "CHG-065-04", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-065-08", + "primary_source": "/workspace/documents/01_opportunities/008_sbp-065-08_01_opportunities.md", + "reason": "SBP-065-08 qualifies for policy-compliant quote progression because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8006520007", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/025_sbp-065-09_04_discount_matrix.md", + "deadline": "2026-09-08", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-065-09", + "id": "CHG-065-05", + "object_type": "Quote", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-065-09", + "primary_source": "/workspace/documents/02_quotes/009_sbp-065-09_02_quotes.md", + "reason": "SBP-065-09 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "0Q0SB065000008", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/026_sbp-065-10_04_discount_matrix.txt", + "deadline": "2026-09-09", + "field": "quote_readiness", + "gong_evidence_id": "GE-065-10", + "id": "CHG-065-06", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-065-10", + "primary_source": "/workspace/documents/02_quotes/010_sbp-065-10_02_quotes.txt", + "reason": "SBP-065-10 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8006520009", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/027_sbp-065-11_04_discount_matrix.json", + "deadline": "2026-09-10", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-065-11", + "id": "CHG-065-07", + "object_type": "Quote", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-065-11", + "primary_source": "/workspace/documents/02_quotes/011_sbp-065-11_02_quotes.json", + "reason": "SBP-065-11 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "0Q0SB065000010", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/028_sbp-065-12_04_discount_matrix.csv", + "deadline": "2026-09-11", + "field": "quote_readiness", + "gong_evidence_id": "GE-065-12", + "id": "CHG-065-08", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-065-12", + "primary_source": "/workspace/documents/02_quotes/012_sbp-065-12_02_quotes.csv", + "reason": "SBP-065-12 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8006520011", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/029_sbp-065-13_04_discount_matrix.eml", + "deadline": "2026-09-06", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-065-13", + "id": "CHG-065-09", + "object_type": "Quote", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-065-13", + "primary_source": "/workspace/documents/02_quotes/013_sbp-065-13_02_quotes.eml", + "reason": "SBP-065-13 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "0Q0SB065000012", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/030_sbp-065-14_04_discount_matrix.xml", + "deadline": "2026-09-07", + "field": "quote_readiness", + "gong_evidence_id": "GE-065-14", + "id": "CHG-065-10", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-065-14", + "primary_source": "/workspace/documents/02_quotes/014_sbp-065-14_02_quotes.xml", + "reason": "SBP-065-14 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8006520013", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/031_sbp-065-15_04_discount_matrix.html", + "deadline": "2026-09-08", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-065-15", + "id": "CHG-065-11", + "object_type": "Quote", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-065-15", + "primary_source": "/workspace/documents/02_quotes/015_sbp-065-15_02_quotes.html", + "reason": "SBP-065-15 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "0Q0SB065000014", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/032_sbp-065-16_04_discount_matrix.md", + "deadline": "2026-09-09", + "field": "quote_readiness", + "gong_evidence_id": "GE-065-16", + "id": "CHG-065-12", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-065-16", + "primary_source": "/workspace/documents/02_quotes/016_sbp-065-16_02_quotes.md", + "reason": "SBP-065-16 qualifies for policy-compliant quote progression because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8006520015", + "system": "hubspot" + } + ], + "company": "Dogwood Developer Tools", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-065-dogwood-bundle-floor", + "title": "Dogwood bundle-floor audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Dogwood Developer Tools", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "developer software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "quote-governance" + }, + "prompt": "# Dogwood bundle-floor audit\n\nYou are supporting Commercial Strategy Director at Dogwood Developer Tools, a synthetic developer software company operating in North America. The review period is 2026-Q3; use 2026-09-03 as the fixed as-of date.\n\nBusiness situation: Bundled SKUs obscure product-level discount floors. Validate line items and exception approvals, correct close-readiness fields, and leave pricing math intact where source records conflict.\n\nComplete a portfolio-scale discount approval, quote governance, and close readiness. The evidence room contains exactly 96 records in twelve workstreams: 01_opportunities, 02_quotes, 03_line_items, 04_discount_matrix, 05_approvals, 06_gong_commercials, 07_hubspot_deals, 08_legal_status, 09_finance_checks, 10_close_plan, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-065-dogwood-bundle-floor`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-065-dogwood-bundle-floor", + "task_name": "Dogwood bundle-floor audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-067-fir-usage-commit.json b/tasks/sb100-067-fir-usage-commit.json new file mode 100644 index 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"task_files/sb100-067-fir-usage-commit/10_close_plan/080_sbp-067-16_10_close_plan.md", + "task_files/sb100-067-fir-usage-commit/11_exceptions/081_sbp-067-01_11_exceptions.md", + "task_files/sb100-067-fir-usage-commit/11_exceptions/082_sbp-067-02_11_exceptions.txt", + "task_files/sb100-067-fir-usage-commit/11_exceptions/083_sbp-067-03_11_exceptions.json", + "task_files/sb100-067-fir-usage-commit/11_exceptions/084_sbp-067-04_11_exceptions.csv", + "task_files/sb100-067-fir-usage-commit/11_exceptions/085_sbp-067-05_11_exceptions.eml", + "task_files/sb100-067-fir-usage-commit/11_exceptions/086_sbp-067-06_11_exceptions.xml", + "task_files/sb100-067-fir-usage-commit/11_exceptions/087_sbp-067-07_11_exceptions.html", + "task_files/sb100-067-fir-usage-commit/11_exceptions/088_sbp-067-08_11_exceptions.md", + "task_files/sb100-067-fir-usage-commit/12_deliverables/089_sbp-067-09_12_deliverables.md", + "task_files/sb100-067-fir-usage-commit/12_deliverables/090_sbp-067-10_12_deliverables.txt", + "task_files/sb100-067-fir-usage-commit/12_deliverables/091_sbp-067-11_12_deliverables.json", + "task_files/sb100-067-fir-usage-commit/12_deliverables/092_sbp-067-12_12_deliverables.csv", + "task_files/sb100-067-fir-usage-commit/12_deliverables/093_sbp-067-13_12_deliverables.eml", + "task_files/sb100-067-fir-usage-commit/12_deliverables/094_sbp-067-14_12_deliverables.xml", + "task_files/sb100-067-fir-usage-commit/12_deliverables/095_sbp-067-15_12_deliverables.html", + "task_files/sb100-067-fir-usage-commit/12_deliverables/096_sbp-067-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Fir usage-commit approval audit\n\n## Executive assessment\n\nConsumption commitments carry make-good clauses and variable credits. Determine approval requirements from normalized commitment value rather than headline maximums.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-067-01 — SBP-067-01\n\nSystem: salesforce; object: Quote; record: 0Q0SB067000000; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-067-01 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/001_sbp-067-01_01_opportunities.md and /workspace/documents/03_line_items/017_sbp-067-01_03_line_items.md; Gong insight GE-067-01.\nOwner: Luis Ortega; deadline: 2026-09-08.\n\n### CHG-067-02 — SBP-067-03\n\nSystem: hubspot; object: deals; record: 8006720002; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-067-03 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/003_sbp-067-03_01_opportunities.json and /workspace/documents/03_line_items/019_sbp-067-03_03_line_items.json; Gong insight GE-067-03.\nOwner: Theo Martin; deadline: 2026-09-10.\n\n### CHG-067-03 — SBP-067-04\n\nSystem: salesforce; object: Quote; record: 0Q0SB067000003; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-067-04 qualifies for policy-compliant quote progression because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/004_sbp-067-04_01_opportunities.csv and /workspace/documents/03_line_items/020_sbp-067-04_03_line_items.csv; Gong insight GE-067-04.\nOwner: Nora Kim; deadline: 2026-09-11.\n\n### CHG-067-04 — SBP-067-05\n\nSystem: hubspot; object: deals; record: 8006720004; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. 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.\nEvidence: /workspace/documents/01_opportunities/005_sbp-067-05_01_opportunities.eml and /workspace/documents/03_line_items/021_sbp-067-05_03_line_items.eml; Gong insight GE-067-05.\nOwner: Elena Rossi; deadline: 2026-09-12.\n\n### CHG-067-05 — SBP-067-06\n\nSystem: salesforce; object: Quote; record: 0Q0SB067000005; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-067-06 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/006_sbp-067-06_01_opportunities.xml and /workspace/documents/03_line_items/022_sbp-067-06_03_line_items.xml; Gong insight GE-067-06.\nOwner: Maya Chen; deadline: 2026-09-13.\n\n### CHG-067-06 — SBP-067-07\n\nSystem: hubspot; object: deals; record: 8006720006; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-067-07 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/007_sbp-067-07_01_opportunities.html and /workspace/documents/03_line_items/023_sbp-067-07_03_line_items.html; Gong insight GE-067-07.\nOwner: Jon Bell; deadline: 2026-09-08.\n\n### CHG-067-07 — SBP-067-08\n\nSystem: salesforce; object: Quote; record: 0Q0SB067000007; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. 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.\nEvidence: /workspace/documents/01_opportunities/008_sbp-067-08_01_opportunities.md and /workspace/documents/03_line_items/024_sbp-067-08_03_line_items.md; Gong insight GE-067-08.\nOwner: Priya Raman; deadline: 2026-09-09.\n\n### CHG-067-08 — SBP-067-11\n\nSystem: hubspot; object: deals; record: 8006720010; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-067-11 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/011_sbp-067-11_02_quotes.json and /workspace/documents/04_discount_matrix/027_sbp-067-11_04_discount_matrix.json; Gong insight GE-067-11.\nOwner: Theo Martin; deadline: 2026-09-12.\n\n### CHG-067-09 — SBP-067-12\n\nSystem: salesforce; object: Quote; record: 0Q0SB067000011; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-067-12 qualifies for policy-compliant quote progression because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/012_sbp-067-12_02_quotes.csv and /workspace/documents/04_discount_matrix/028_sbp-067-12_04_discount_matrix.csv; Gong insight GE-067-12.\nOwner: Nora Kim; deadline: 2026-09-13.\n\n### CHG-067-10 — SBP-067-13\n\nSystem: hubspot; object: deals; record: 8006720012; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-067-13 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/013_sbp-067-13_02_quotes.eml and /workspace/documents/04_discount_matrix/029_sbp-067-13_04_discount_matrix.eml; Gong insight GE-067-13.\nOwner: Elena Rossi; deadline: 2026-09-08.\n\n### CHG-067-11 — SBP-067-15\n\nSystem: salesforce; object: Quote; record: 0Q0SB067000014; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-067-15 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/015_sbp-067-15_02_quotes.html and /workspace/documents/04_discount_matrix/031_sbp-067-15_04_discount_matrix.html; Gong insight GE-067-15.\nOwner: Jon Bell; deadline: 2026-09-10.\n\n### CHG-067-12 — SBP-067-16\n\nSystem: hubspot; object: deals; record: 8006720015; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-067-16 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/016_sbp-067-16_02_quotes.md and /workspace/documents/04_discount_matrix/032_sbp-067-16_04_discount_matrix.md; Gong insight GE-067-16.\nOwner: Priya Raman; deadline: 2026-09-11.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-05", + "changes": [ + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/017_sbp-067-01_03_line_items.md", + "deadline": "2026-09-08", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-067-01", + "id": "CHG-067-01", + "object_type": "Quote", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-067-01", + "primary_source": "/workspace/documents/01_opportunities/001_sbp-067-01_01_opportunities.md", + "reason": "SBP-067-01 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "0Q0SB067000000", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/019_sbp-067-03_03_line_items.json", + "deadline": "2026-09-10", + "field": "quote_readiness", + "gong_evidence_id": "GE-067-03", + "id": "CHG-067-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-067-03", + "primary_source": "/workspace/documents/01_opportunities/003_sbp-067-03_01_opportunities.json", + "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.", + "record_id": "8006720002", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/020_sbp-067-04_03_line_items.csv", + "deadline": "2026-09-11", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-067-04", + "id": "CHG-067-03", + "object_type": "Quote", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-067-04", + "primary_source": "/workspace/documents/01_opportunities/004_sbp-067-04_01_opportunities.csv", + "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.", + "record_id": "0Q0SB067000003", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/021_sbp-067-05_03_line_items.eml", + "deadline": "2026-09-12", + "field": "quote_readiness", + "gong_evidence_id": "GE-067-05", + "id": "CHG-067-04", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-067-05", + "primary_source": "/workspace/documents/01_opportunities/005_sbp-067-05_01_opportunities.eml", + "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.", + "record_id": "8006720004", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/022_sbp-067-06_03_line_items.xml", + "deadline": "2026-09-13", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-067-06", + "id": "CHG-067-05", + "object_type": "Quote", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-067-06", + "primary_source": "/workspace/documents/01_opportunities/006_sbp-067-06_01_opportunities.xml", + "reason": "SBP-067-06 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "0Q0SB067000005", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/023_sbp-067-07_03_line_items.html", + "deadline": "2026-09-08", + "field": "quote_readiness", + "gong_evidence_id": "GE-067-07", + "id": "CHG-067-06", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-067-07", + "primary_source": "/workspace/documents/01_opportunities/007_sbp-067-07_01_opportunities.html", + "reason": "SBP-067-07 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.", + "record_id": "8006720006", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/024_sbp-067-08_03_line_items.md", + "deadline": "2026-09-09", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-067-08", + "id": "CHG-067-07", + "object_type": "Quote", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-067-08", + "primary_source": "/workspace/documents/01_opportunities/008_sbp-067-08_01_opportunities.md", + "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.", + "record_id": "0Q0SB067000007", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/027_sbp-067-11_04_discount_matrix.json", + "deadline": "2026-09-12", + "field": "quote_readiness", + "gong_evidence_id": "GE-067-11", + "id": "CHG-067-08", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-067-11", + "primary_source": "/workspace/documents/02_quotes/011_sbp-067-11_02_quotes.json", + "reason": "SBP-067-11 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8006720010", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/028_sbp-067-12_04_discount_matrix.csv", + "deadline": "2026-09-13", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-067-12", + "id": "CHG-067-09", + "object_type": "Quote", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-067-12", + "primary_source": "/workspace/documents/02_quotes/012_sbp-067-12_02_quotes.csv", + "reason": "SBP-067-12 qualifies for policy-compliant quote progression because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "0Q0SB067000011", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/029_sbp-067-13_04_discount_matrix.eml", + "deadline": "2026-09-08", + "field": "quote_readiness", + "gong_evidence_id": "GE-067-13", + "id": "CHG-067-10", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-067-13", + "primary_source": "/workspace/documents/02_quotes/013_sbp-067-13_02_quotes.eml", + "reason": "SBP-067-13 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8006720012", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/031_sbp-067-15_04_discount_matrix.html", + "deadline": "2026-09-10", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-067-15", + "id": "CHG-067-11", + "object_type": "Quote", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-067-15", + "primary_source": "/workspace/documents/02_quotes/015_sbp-067-15_02_quotes.html", + "reason": "SBP-067-15 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.", + "record_id": "0Q0SB067000014", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/032_sbp-067-16_04_discount_matrix.md", + "deadline": "2026-09-11", + "field": "quote_readiness", + "gong_evidence_id": "GE-067-16", + "id": "CHG-067-12", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-067-16", + "primary_source": "/workspace/documents/02_quotes/016_sbp-067-16_02_quotes.md", + "reason": "SBP-067-16 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8006720015", + "system": "hubspot" + } + ], + "company": "Fir AI Platform", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-067-fir-usage-commit", + "title": "Fir usage-commit approval audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Fir AI Platform", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "AI infrastructure", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "quote-governance" + }, + "prompt": "# Fir usage-commit approval audit\n\nYou are supporting Strategic Pricing Lead at Fir AI Platform, a synthetic AI infrastructure company operating in Global. The review period is 2026-Q3; use 2026-09-05 as the fixed as-of date.\n\nBusiness situation: Consumption commitments carry make-good clauses and variable credits. Determine approval requirements from normalized commitment value rather than headline maximums.\n\nComplete a portfolio-scale discount approval, quote governance, and close readiness. The evidence room contains exactly 96 records in twelve workstreams: 01_opportunities, 02_quotes, 03_line_items, 04_discount_matrix, 05_approvals, 06_gong_commercials, 07_hubspot_deals, 08_legal_status, 09_finance_checks, 10_close_plan, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-067-fir-usage-commit`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-067-fir-usage-commit", + "task_name": "Fir usage-commit approval audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-069-hawthorn-legal-gate.json b/tasks/sb100-069-hawthorn-legal-gate.json new file mode 100644 index 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Reconcile legal status and Gong commitments, but do not change opportunity stage or quote status without executed language.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-069-01 — SBP-069-01\n\nSystem: salesforce; object: Quote; record: 0Q0SB069000000; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-069-01 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/001_sbp-069-01_01_opportunities.md and /workspace/documents/03_line_items/017_sbp-069-01_03_line_items.md; Gong insight GE-069-01.\nOwner: Theo Martin; deadline: 2026-09-10.\n\n### CHG-069-02 — SBP-069-03\n\nSystem: hubspot; object: deals; record: 8006920002; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-069-03 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/003_sbp-069-03_01_opportunities.json and /workspace/documents/03_line_items/019_sbp-069-03_03_line_items.json; Gong insight GE-069-03.\nOwner: Elena Rossi; deadline: 2026-09-12.\n\n### CHG-069-03 — SBP-069-04\n\nSystem: salesforce; object: Quote; record: 0Q0SB069000003; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-069-04 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/004_sbp-069-04_01_opportunities.csv and /workspace/documents/03_line_items/020_sbp-069-04_03_line_items.csv; Gong insight GE-069-04.\nOwner: Maya Chen; deadline: 2026-09-13.\n\n### CHG-069-04 — SBP-069-05\n\nSystem: hubspot; object: deals; record: 8006920004; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-069-05 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/005_sbp-069-05_01_opportunities.eml and /workspace/documents/03_line_items/021_sbp-069-05_03_line_items.eml; Gong insight GE-069-05.\nOwner: Jon Bell; deadline: 2026-09-14.\n\n### CHG-069-05 — SBP-069-06\n\nSystem: salesforce; object: Quote; record: 0Q0SB069000005; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-069-06 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/006_sbp-069-06_01_opportunities.xml and /workspace/documents/03_line_items/022_sbp-069-06_03_line_items.xml; Gong insight GE-069-06.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-069-06 — SBP-069-07\n\nSystem: hubspot; object: deals; record: 8006920006; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-069-07 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/007_sbp-069-07_01_opportunities.html and /workspace/documents/03_line_items/023_sbp-069-07_03_line_items.html; Gong insight GE-069-07.\nOwner: Luis Ortega; deadline: 2026-09-10.\n\n### CHG-069-07 — SBP-069-08\n\nSystem: salesforce; object: Quote; record: 0Q0SB069000007; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-069-08 qualifies for policy-compliant quote progression because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_opportunities/008_sbp-069-08_01_opportunities.md and /workspace/documents/03_line_items/024_sbp-069-08_03_line_items.md; Gong insight GE-069-08.\nOwner: Amina Yusuf; deadline: 2026-09-11.\n\n### CHG-069-08 — SBP-069-09\n\nSystem: hubspot; object: deals; record: 8006920008; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-069-09 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/009_sbp-069-09_02_quotes.md and /workspace/documents/04_discount_matrix/025_sbp-069-09_04_discount_matrix.md; Gong insight GE-069-09.\nOwner: Theo Martin; deadline: 2026-09-12.\n\n### CHG-069-09 — SBP-069-10\n\nSystem: salesforce; object: Quote; record: 0Q0SB069000009; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-069-10 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/010_sbp-069-10_02_quotes.txt and /workspace/documents/04_discount_matrix/026_sbp-069-10_04_discount_matrix.txt; Gong insight GE-069-10.\nOwner: Nora Kim; deadline: 2026-09-13.\n\n### CHG-069-10 — SBP-069-12\n\nSystem: hubspot; object: deals; record: 8006920011; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-069-12 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/012_sbp-069-12_02_quotes.csv and /workspace/documents/04_discount_matrix/028_sbp-069-12_04_discount_matrix.csv; Gong insight GE-069-12.\nOwner: Maya Chen; deadline: 2026-09-15.\n\n### CHG-069-11 — SBP-069-13\n\nSystem: salesforce; object: Quote; record: 0Q0SB069000012; field: Readiness_Status__c.\nChanged Unreviewed to Ready with Conditions. SBP-069-13 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/013_sbp-069-13_02_quotes.eml and /workspace/documents/04_discount_matrix/029_sbp-069-13_04_discount_matrix.eml; Gong insight GE-069-13.\nOwner: Jon Bell; deadline: 2026-09-10.\n\n### CHG-069-12 — SBP-069-16\n\nSystem: hubspot; object: deals; record: 8006920015; field: quote_readiness.\nChanged unreviewed to ready_with_conditions. SBP-069-16 qualifies for policy-compliant quote progression because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_quotes/016_sbp-069-16_02_quotes.md and /workspace/documents/04_discount_matrix/032_sbp-069-16_04_discount_matrix.md; Gong insight GE-069-16.\nOwner: Amina Yusuf; deadline: 2026-09-13.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-07", + "changes": [ + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/017_sbp-069-01_03_line_items.md", + "deadline": "2026-09-10", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-069-01", + "id": "CHG-069-01", + "object_type": "Quote", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-069-01", + "primary_source": "/workspace/documents/01_opportunities/001_sbp-069-01_01_opportunities.md", + "reason": "SBP-069-01 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "0Q0SB069000000", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/019_sbp-069-03_03_line_items.json", + "deadline": "2026-09-12", + "field": "quote_readiness", + "gong_evidence_id": "GE-069-03", + "id": "CHG-069-02", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-069-03", + "primary_source": "/workspace/documents/01_opportunities/003_sbp-069-03_01_opportunities.json", + "reason": "SBP-069-03 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8006920002", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/020_sbp-069-04_03_line_items.csv", + "deadline": "2026-09-13", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-069-04", + "id": "CHG-069-03", + "object_type": "Quote", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-069-04", + "primary_source": "/workspace/documents/01_opportunities/004_sbp-069-04_01_opportunities.csv", + "reason": "SBP-069-04 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "0Q0SB069000003", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/021_sbp-069-05_03_line_items.eml", + "deadline": "2026-09-14", + "field": "quote_readiness", + "gong_evidence_id": "GE-069-05", + "id": "CHG-069-04", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-069-05", + "primary_source": "/workspace/documents/01_opportunities/005_sbp-069-05_01_opportunities.eml", + "reason": "SBP-069-05 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.", + "record_id": "8006920004", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/022_sbp-069-06_03_line_items.xml", + "deadline": "2026-09-15", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-069-06", + "id": "CHG-069-05", + "object_type": "Quote", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-069-06", + "primary_source": "/workspace/documents/01_opportunities/006_sbp-069-06_01_opportunities.xml", + "reason": "SBP-069-06 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "0Q0SB069000005", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/023_sbp-069-07_03_line_items.html", + "deadline": "2026-09-10", + "field": "quote_readiness", + "gong_evidence_id": "GE-069-07", + "id": "CHG-069-06", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-069-07", + "primary_source": "/workspace/documents/01_opportunities/007_sbp-069-07_01_opportunities.html", + "reason": "SBP-069-07 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8006920006", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/03_line_items/024_sbp-069-08_03_line_items.md", + "deadline": "2026-09-11", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-069-08", + "id": "CHG-069-07", + "object_type": "Quote", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-069-08", + "primary_source": "/workspace/documents/01_opportunities/008_sbp-069-08_01_opportunities.md", + "reason": "SBP-069-08 qualifies for policy-compliant quote progression because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "0Q0SB069000007", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/025_sbp-069-09_04_discount_matrix.md", + "deadline": "2026-09-12", + "field": "quote_readiness", + "gong_evidence_id": "GE-069-09", + "id": "CHG-069-08", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-069-09", + "primary_source": "/workspace/documents/02_quotes/009_sbp-069-09_02_quotes.md", + "reason": "SBP-069-09 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8006920008", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/026_sbp-069-10_04_discount_matrix.txt", + "deadline": "2026-09-13", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-069-10", + "id": "CHG-069-09", + "object_type": "Quote", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-069-10", + "primary_source": "/workspace/documents/02_quotes/010_sbp-069-10_02_quotes.txt", + "reason": "SBP-069-10 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "0Q0SB069000009", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/028_sbp-069-12_04_discount_matrix.csv", + "deadline": "2026-09-15", + "field": "quote_readiness", + "gong_evidence_id": "GE-069-12", + "id": "CHG-069-10", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-069-12", + "primary_source": "/workspace/documents/02_quotes/012_sbp-069-12_02_quotes.csv", + "reason": "SBP-069-12 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8006920011", + "system": "hubspot" + }, + { + "after": "Ready with Conditions", + "before": "Unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/029_sbp-069-13_04_discount_matrix.eml", + "deadline": "2026-09-10", + "field": "Readiness_Status__c", + "gong_evidence_id": "GE-069-13", + "id": "CHG-069-11", + "object_type": "Quote", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-069-13", + "primary_source": "/workspace/documents/02_quotes/013_sbp-069-13_02_quotes.eml", + "reason": "SBP-069-13 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.", + "record_id": "0Q0SB069000012", + "system": "salesforce" + }, + { + "after": "ready_with_conditions", + "before": "unreviewed", + "corroborating_source": "/workspace/documents/04_discount_matrix/032_sbp-069-16_04_discount_matrix.md", + "deadline": "2026-09-13", + "field": "quote_readiness", + "gong_evidence_id": "GE-069-16", + "id": "CHG-069-12", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-069-16", + "primary_source": "/workspace/documents/02_quotes/016_sbp-069-16_02_quotes.md", + "reason": "SBP-069-16 qualifies for policy-compliant quote progression because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8006920015", + "system": "hubspot" + } + ], + "company": "Hawthorn Health Data", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-069-hawthorn-legal-gate", + "title": "Hawthorn legal-gate close review" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Hawthorn Health Data", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "health data software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "United States", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "quote-governance" + }, + "prompt": "# Hawthorn legal-gate close review\n\nYou are supporting Chief Commercial Counsel at Hawthorn Health Data, a synthetic health data software company operating in United States. The review period is 2026-Q3; use 2026-09-07 as the fixed as-of date.\n\nBusiness situation: CRM marks deals contract-complete despite open privacy terms. Reconcile legal status and Gong commitments, but do not change opportunity stage or quote status without executed language.\n\nComplete a portfolio-scale discount approval, quote governance, and close readiness. The evidence room contains exactly 96 records in twelve workstreams: 01_opportunities, 02_quotes, 03_line_items, 04_discount_matrix, 05_approvals, 06_gong_commercials, 07_hubspot_deals, 08_legal_status, 09_finance_checks, 10_close_plan, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-069-hawthorn-legal-gate`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-069-hawthorn-legal-gate", + "task_name": "Hawthorn legal-gate close review", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-071-jade-global-account.json b/tasks/sb100-071-jade-global-account.json new file mode 100644 index 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"task_files/sb100-071-jade-global-account/12_deliverables/090_sbp-071-10_12_deliverables.txt", + "task_files/sb100-071-jade-global-account/12_deliverables/091_sbp-071-11_12_deliverables.json", + "task_files/sb100-071-jade-global-account/12_deliverables/092_sbp-071-12_12_deliverables.csv", + "task_files/sb100-071-jade-global-account/12_deliverables/093_sbp-071-13_12_deliverables.eml", + "task_files/sb100-071-jade-global-account/12_deliverables/094_sbp-071-14_12_deliverables.xml", + "task_files/sb100-071-jade-global-account/12_deliverables/095_sbp-071-15_12_deliverables.html", + "task_files/sb100-071-jade-global-account/12_deliverables/096_sbp-071-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Jade global-account plan refresh\n\n## Executive assessment\n\nA global customer has regional opportunities, fragmented contacts, and conflicting priorities. Build one evidence-grounded stakeholder map while preserving regional ownership.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-071-01 — SBP-071-01\n\nSystem: salesforce; object: Contact; record: 003SB071000000; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-071-01 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/001_sbp-071-01_01_accounts.md and /workspace/documents/03_contacts/017_sbp-071-01_03_contacts.md; Gong insight GE-071-01.\nOwner: Elena Rossi; deadline: 2026-09-12.\n\n### CHG-071-02 — SBP-071-03\n\nSystem: hubspot; object: contacts; record: 8007130002; field: buying_role.\nChanged Unknown to Champion. SBP-071-03 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/003_sbp-071-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-071-03_03_contacts.json; Gong insight GE-071-03.\nOwner: Jon Bell; deadline: 2026-09-14.\n\n### CHG-071-03 — SBP-071-04\n\nSystem: salesforce; object: Contact; record: 003SB071000003; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-071-04 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/004_sbp-071-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-071-04_03_contacts.csv; Gong insight GE-071-04.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-071-04 — SBP-071-05\n\nSystem: hubspot; object: contacts; record: 8007130004; field: buying_role.\nChanged Unknown to Procurement. SBP-071-05 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/005_sbp-071-05_01_accounts.eml and /workspace/documents/03_contacts/021_sbp-071-05_03_contacts.eml; Gong insight GE-071-05.\nOwner: Luis Ortega; deadline: 2026-09-16.\n\n### CHG-071-05 — SBP-071-08\n\nSystem: salesforce; object: Contact; record: 003SB071000007; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-071-08 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/008_sbp-071-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-071-08_03_contacts.md; Gong insight GE-071-08.\nOwner: Nora Kim; deadline: 2026-09-13.\n\n### CHG-071-06 — SBP-071-09\n\nSystem: hubspot; object: contacts; record: 8007130008; field: buying_role.\nChanged Unknown to Champion. SBP-071-09 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/009_sbp-071-09_02_opportunities.md and /workspace/documents/04_gong_briefs/025_sbp-071-09_04_gong_briefs.md; Gong insight GE-071-09.\nOwner: Elena Rossi; deadline: 2026-09-14.\n\n### CHG-071-07 — SBP-071-10\n\nSystem: salesforce; object: Contact; record: 003SB071000009; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-071-10 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/010_sbp-071-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-071-10_04_gong_briefs.txt; Gong insight GE-071-10.\nOwner: Maya Chen; deadline: 2026-09-15.\n\n### CHG-071-08 — SBP-071-11\n\nSystem: hubspot; object: contacts; record: 8007130010; field: buying_role.\nChanged Unknown to Procurement. SBP-071-11 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/011_sbp-071-11_02_opportunities.json and /workspace/documents/04_gong_briefs/027_sbp-071-11_04_gong_briefs.json; Gong insight GE-071-11.\nOwner: Jon Bell; deadline: 2026-09-16.\n\n### CHG-071-09 — SBP-071-12\n\nSystem: salesforce; object: Contact; record: 003SB071000011; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-071-12 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/012_sbp-071-12_02_opportunities.csv and /workspace/documents/04_gong_briefs/028_sbp-071-12_04_gong_briefs.csv; Gong insight GE-071-12.\nOwner: Priya Raman; deadline: 2026-09-17.\n\n### CHG-071-10 — SBP-071-13\n\nSystem: hubspot; object: contacts; record: 8007130012; field: buying_role.\nChanged Unknown to Champion. SBP-071-13 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/013_sbp-071-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-071-13_04_gong_briefs.eml; Gong insight GE-071-13.\nOwner: Luis Ortega; deadline: 2026-09-12.\n\n### CHG-071-11 — SBP-071-15\n\nSystem: salesforce; object: Contact; record: 003SB071000014; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-071-15 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/015_sbp-071-15_02_opportunities.html and /workspace/documents/04_gong_briefs/031_sbp-071-15_04_gong_briefs.html; Gong insight GE-071-15.\nOwner: Theo Martin; deadline: 2026-09-14.\n\n### CHG-071-12 — SBP-071-16\n\nSystem: hubspot; object: contacts; record: 8007130015; field: buying_role.\nChanged Unknown to Procurement. SBP-071-16 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/016_sbp-071-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-071-16_04_gong_briefs.md; Gong insight GE-071-16.\nOwner: Nora Kim; deadline: 2026-09-15.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-09", + "changes": [ + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-071-01_03_contacts.md", + "deadline": "2026-09-12", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-071-01", + "id": "CHG-071-01", + "object_type": "Contact", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-071-01", + "primary_source": "/workspace/documents/01_accounts/001_sbp-071-01_01_accounts.md", + "reason": "SBP-071-01 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "003SB071000000", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-071-03_03_contacts.json", + "deadline": "2026-09-14", + "field": "buying_role", + "gong_evidence_id": "GE-071-03", + "id": "CHG-071-02", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-071-03", + "primary_source": "/workspace/documents/01_accounts/003_sbp-071-03_01_accounts.json", + "reason": "SBP-071-03 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "8007130002", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-071-04_03_contacts.csv", + "deadline": "2026-09-15", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-071-04", + "id": "CHG-071-03", + "object_type": "Contact", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-071-04", + "primary_source": "/workspace/documents/01_accounts/004_sbp-071-04_01_accounts.csv", + "reason": "SBP-071-04 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "003SB071000003", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-071-05_03_contacts.eml", + "deadline": "2026-09-16", + "field": "buying_role", + "gong_evidence_id": "GE-071-05", + "id": "CHG-071-04", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-071-05", + "primary_source": "/workspace/documents/01_accounts/005_sbp-071-05_01_accounts.eml", + "reason": "SBP-071-05 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8007130004", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-071-08_03_contacts.md", + "deadline": "2026-09-13", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-071-08", + "id": "CHG-071-05", + "object_type": "Contact", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-071-08", + "primary_source": "/workspace/documents/01_accounts/008_sbp-071-08_01_accounts.md", + "reason": "SBP-071-08 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "003SB071000007", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/025_sbp-071-09_04_gong_briefs.md", + "deadline": "2026-09-14", + "field": "buying_role", + "gong_evidence_id": "GE-071-09", + "id": "CHG-071-06", + "object_type": "contacts", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-071-09", + "primary_source": "/workspace/documents/02_opportunities/009_sbp-071-09_02_opportunities.md", + "reason": "SBP-071-09 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8007130008", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/026_sbp-071-10_04_gong_briefs.txt", + "deadline": "2026-09-15", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-071-10", + "id": "CHG-071-07", + "object_type": "Contact", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-071-10", + "primary_source": "/workspace/documents/02_opportunities/010_sbp-071-10_02_opportunities.txt", + "reason": "SBP-071-10 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "003SB071000009", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/027_sbp-071-11_04_gong_briefs.json", + "deadline": "2026-09-16", + "field": "buying_role", + "gong_evidence_id": "GE-071-11", + "id": "CHG-071-08", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-071-11", + "primary_source": "/workspace/documents/02_opportunities/011_sbp-071-11_02_opportunities.json", + "reason": "SBP-071-11 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "8007130010", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/028_sbp-071-12_04_gong_briefs.csv", + "deadline": "2026-09-17", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-071-12", + "id": "CHG-071-09", + "object_type": "Contact", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-071-12", + "primary_source": "/workspace/documents/02_opportunities/012_sbp-071-12_02_opportunities.csv", + "reason": "SBP-071-12 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "003SB071000011", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/029_sbp-071-13_04_gong_briefs.eml", + "deadline": "2026-09-12", + "field": "buying_role", + "gong_evidence_id": "GE-071-13", + "id": "CHG-071-10", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-071-13", + "primary_source": "/workspace/documents/02_opportunities/013_sbp-071-13_02_opportunities.eml", + "reason": "SBP-071-13 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8007130012", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/031_sbp-071-15_04_gong_briefs.html", + "deadline": "2026-09-14", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-071-15", + "id": "CHG-071-11", + "object_type": "Contact", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-071-15", + "primary_source": "/workspace/documents/02_opportunities/015_sbp-071-15_02_opportunities.html", + "reason": "SBP-071-15 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "003SB071000014", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/032_sbp-071-16_04_gong_briefs.md", + "deadline": "2026-09-15", + "field": "buying_role", + "gong_evidence_id": "GE-071-16", + "id": "CHG-071-12", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-071-16", + "primary_source": "/workspace/documents/02_opportunities/016_sbp-071-16_02_opportunities.md", + "reason": "SBP-071-16 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8007130015", + "system": "hubspot" + } + ], + "company": "Jade Communications", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-071-jade-global-account", + "title": "Jade global-account plan refresh" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Jade Communications", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "communications software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "account-planning" + }, + "prompt": "# Jade global-account plan refresh\n\nYou are supporting Strategic Accounts Vice President at Jade Communications, a synthetic communications software company operating in Global. The review period is 2026-Q3; use 2026-09-09 as the fixed as-of date.\n\nBusiness situation: A global customer has regional opportunities, fragmented contacts, and conflicting priorities. Build one evidence-grounded stakeholder map while preserving regional ownership.\n\nComplete a portfolio-scale account planning, stakeholder mapping, and executive preparation. The evidence room contains exactly 96 records in twelve workstreams: 01_accounts, 02_opportunities, 03_contacts, 04_gong_briefs, 05_org_charts, 06_engagement, 07_products, 08_competition, 09_support, 10_white_space, 11_account_plan_policy, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-071-jade-global-account`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-071-jade-global-account", + "task_name": "Jade global-account plan refresh", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-073-laurel-white-space.json b/tasks/sb100-073-laurel-white-space.json new file mode 100644 index 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Record qualified whitespace and defer motions for accounts under recovery.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-073-01 — SBP-073-01\n\nSystem: salesforce; object: Contact; record: 003SB073000000; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-073-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/001_sbp-073-01_01_accounts.md and /workspace/documents/03_contacts/017_sbp-073-01_03_contacts.md; Gong insight GE-073-01.\nOwner: Jon Bell; deadline: 2026-09-14.\n\n### CHG-073-02 — SBP-073-02\n\nSystem: hubspot; object: contacts; record: 8007330001; field: buying_role.\nChanged Unknown to Champion. SBP-073-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/002_sbp-073-02_01_accounts.txt and /workspace/documents/03_contacts/018_sbp-073-02_03_contacts.txt; Gong insight GE-073-02.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-073-03 — SBP-073-03\n\nSystem: salesforce; object: Contact; record: 003SB073000002; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-073-03 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/003_sbp-073-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-073-03_03_contacts.json; Gong insight GE-073-03.\nOwner: Luis Ortega; deadline: 2026-09-16.\n\n### CHG-073-04 — SBP-073-04\n\nSystem: hubspot; object: contacts; record: 8007330003; field: buying_role.\nChanged Unknown to Procurement. SBP-073-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/004_sbp-073-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-073-04_03_contacts.csv; Gong insight GE-073-04.\nOwner: Amina Yusuf; deadline: 2026-09-17.\n\n### CHG-073-05 — SBP-073-05\n\nSystem: salesforce; object: Contact; record: 003SB073000004; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-073-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/005_sbp-073-05_01_accounts.eml and /workspace/documents/03_contacts/021_sbp-073-05_03_contacts.eml; Gong insight GE-073-05.\nOwner: Theo Martin; deadline: 2026-09-18.\n\n### CHG-073-06 — SBP-073-06\n\nSystem: hubspot; object: contacts; record: 8007330005; field: buying_role.\nChanged Unknown to Champion. SBP-073-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/006_sbp-073-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-073-06_03_contacts.xml; Gong insight GE-073-06.\nOwner: Nora Kim; deadline: 2026-09-19.\n\n### CHG-073-07 — SBP-073-07\n\nSystem: salesforce; object: Contact; record: 003SB073000006; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-073-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/007_sbp-073-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-073-07_03_contacts.html; Gong insight GE-073-07.\nOwner: Elena Rossi; deadline: 2026-09-14.\n\n### CHG-073-08 — SBP-073-08\n\nSystem: hubspot; object: contacts; record: 8007330007; field: buying_role.\nChanged Unknown to Procurement. SBP-073-08 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/008_sbp-073-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-073-08_03_contacts.md; Gong insight GE-073-08.\nOwner: Maya Chen; deadline: 2026-09-15.\n\n### CHG-073-09 — SBP-073-10\n\nSystem: salesforce; object: Contact; record: 003SB073000009; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-073-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/010_sbp-073-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-073-10_04_gong_briefs.txt; Gong insight GE-073-10.\nOwner: Priya Raman; deadline: 2026-09-17.\n\n### CHG-073-10 — SBP-073-13\n\nSystem: hubspot; object: contacts; record: 8007330012; field: buying_role.\nChanged Unknown to Champion. SBP-073-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/013_sbp-073-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-073-13_04_gong_briefs.eml; Gong insight GE-073-13.\nOwner: Theo Martin; deadline: 2026-09-14.\n\n### CHG-073-11 — SBP-073-15\n\nSystem: salesforce; object: Contact; record: 003SB073000014; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-073-15 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/015_sbp-073-15_02_opportunities.html and /workspace/documents/04_gong_briefs/031_sbp-073-15_04_gong_briefs.html; Gong insight GE-073-15.\nOwner: Elena Rossi; deadline: 2026-09-16.\n\n### CHG-073-12 — SBP-073-16\n\nSystem: hubspot; object: contacts; record: 8007330015; field: buying_role.\nChanged Unknown to Procurement. SBP-073-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/016_sbp-073-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-073-16_04_gong_briefs.md; Gong insight GE-073-16.\nOwner: Maya Chen; deadline: 2026-09-17.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-11", + "changes": [ + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-073-01_03_contacts.md", + "deadline": "2026-09-14", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-073-01", + "id": "CHG-073-01", + "object_type": "Contact", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-073-01", + "primary_source": "/workspace/documents/01_accounts/001_sbp-073-01_01_accounts.md", + "reason": "SBP-073-01 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "003SB073000000", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-073-02_03_contacts.txt", + "deadline": "2026-09-15", + "field": "buying_role", + "gong_evidence_id": "GE-073-02", + "id": "CHG-073-02", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-073-02", + "primary_source": "/workspace/documents/01_accounts/002_sbp-073-02_01_accounts.txt", + "reason": "SBP-073-02 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8007330001", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-073-03_03_contacts.json", + "deadline": "2026-09-16", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-073-03", + "id": "CHG-073-03", + "object_type": "Contact", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-073-03", + "primary_source": "/workspace/documents/01_accounts/003_sbp-073-03_01_accounts.json", + "reason": "SBP-073-03 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "003SB073000002", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-073-04_03_contacts.csv", + "deadline": "2026-09-17", + "field": "buying_role", + "gong_evidence_id": "GE-073-04", + "id": "CHG-073-04", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-073-04", + "primary_source": "/workspace/documents/01_accounts/004_sbp-073-04_01_accounts.csv", + "reason": "SBP-073-04 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8007330003", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-073-05_03_contacts.eml", + "deadline": "2026-09-18", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-073-05", + "id": "CHG-073-05", + "object_type": "Contact", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-073-05", + "primary_source": "/workspace/documents/01_accounts/005_sbp-073-05_01_accounts.eml", + "reason": "SBP-073-05 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "003SB073000004", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-073-06_03_contacts.xml", + "deadline": "2026-09-19", + "field": "buying_role", + "gong_evidence_id": "GE-073-06", + "id": "CHG-073-06", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-073-06", + "primary_source": "/workspace/documents/01_accounts/006_sbp-073-06_01_accounts.xml", + "reason": "SBP-073-06 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8007330005", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-073-07_03_contacts.html", + "deadline": "2026-09-14", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-073-07", + "id": "CHG-073-07", + "object_type": "Contact", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-073-07", + "primary_source": "/workspace/documents/01_accounts/007_sbp-073-07_01_accounts.html", + "reason": "SBP-073-07 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "003SB073000006", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-073-08_03_contacts.md", + "deadline": "2026-09-15", + "field": "buying_role", + "gong_evidence_id": "GE-073-08", + "id": "CHG-073-08", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-073-08", + "primary_source": "/workspace/documents/01_accounts/008_sbp-073-08_01_accounts.md", + "reason": "SBP-073-08 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8007330007", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/026_sbp-073-10_04_gong_briefs.txt", + "deadline": "2026-09-17", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-073-10", + "id": "CHG-073-09", + "object_type": "Contact", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-073-10", + "primary_source": "/workspace/documents/02_opportunities/010_sbp-073-10_02_opportunities.txt", + "reason": "SBP-073-10 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "003SB073000009", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/029_sbp-073-13_04_gong_briefs.eml", + "deadline": "2026-09-14", + "field": "buying_role", + "gong_evidence_id": "GE-073-13", + "id": "CHG-073-10", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-073-13", + "primary_source": "/workspace/documents/02_opportunities/013_sbp-073-13_02_opportunities.eml", + "reason": "SBP-073-13 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8007330012", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/031_sbp-073-15_04_gong_briefs.html", + "deadline": "2026-09-16", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-073-15", + "id": "CHG-073-11", + "object_type": "Contact", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-073-15", + "primary_source": "/workspace/documents/02_opportunities/015_sbp-073-15_02_opportunities.html", + "reason": "SBP-073-15 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "003SB073000014", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/032_sbp-073-16_04_gong_briefs.md", + "deadline": "2026-09-17", + "field": "buying_role", + "gong_evidence_id": "GE-073-16", + "id": "CHG-073-12", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-073-16", + "primary_source": "/workspace/documents/02_opportunities/016_sbp-073-16_02_opportunities.md", + "reason": "SBP-073-16 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8007330015", + "system": "hubspot" + } + ], + "company": "Laurel Financial Systems", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-073-laurel-white-space", + "title": "Laurel product white-space analysis" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Laurel Financial Systems", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "financial software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "account-planning" + }, + "prompt": "# Laurel product white-space analysis\n\nYou are supporting Account Growth VP at Laurel Financial Systems, a synthetic financial software company operating in EMEA. The review period is 2026-Q3; use 2026-09-11 as the fixed as-of date.\n\nBusiness situation: Product adoption and opportunity history show expansion gaps, but support escalations constrain outreach. Record qualified whitespace and defer motions for accounts under recovery.\n\nComplete a portfolio-scale account planning, stakeholder mapping, and executive preparation. The evidence room contains exactly 96 records in twelve workstreams: 01_accounts, 02_opportunities, 03_contacts, 04_gong_briefs, 05_org_charts, 06_engagement, 07_products, 08_competition, 09_support, 10_white_space, 11_account_plan_policy, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-073-laurel-white-space`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-073-laurel-white-space", + "task_name": "Laurel product white-space analysis", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-074-maple-partner-ecosystem.json b/tasks/sb100-074-maple-partner-ecosystem.json new file mode 100644 index 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"task_files/sb100-074-maple-partner-ecosystem/12_deliverables/096_sbp-074-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Maple partner ecosystem plan\n\n## Executive assessment\n\nConsultants, integrators, and a reseller influence one buying committee. Reconcile their roles and create coordinated tasks without converting partner contacts into customer employees.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-074-01 — SBP-074-01\n\nSystem: salesforce; object: Contact; record: 003SB074000000; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-074-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/001_sbp-074-01_01_accounts.md and /workspace/documents/03_contacts/017_sbp-074-01_03_contacts.md; Gong insight GE-074-01.\nOwner: Priya Raman; deadline: 2026-09-15.\n\n### CHG-074-02 — SBP-074-02\n\nSystem: hubspot; object: contacts; record: 8007430001; field: buying_role.\nChanged Unknown to Champion. SBP-074-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/002_sbp-074-02_01_accounts.txt and /workspace/documents/03_contacts/018_sbp-074-02_03_contacts.txt; Gong insight GE-074-02.\nOwner: Luis Ortega; deadline: 2026-09-16.\n\n### CHG-074-03 — SBP-074-03\n\nSystem: salesforce; object: Contact; record: 003SB074000002; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-074-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/003_sbp-074-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-074-03_03_contacts.json; Gong insight GE-074-03.\nOwner: Amina Yusuf; deadline: 2026-09-17.\n\n### CHG-074-04 — SBP-074-04\n\nSystem: hubspot; object: contacts; record: 8007430003; field: buying_role.\nChanged Unknown to Procurement. SBP-074-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/004_sbp-074-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-074-04_03_contacts.csv; Gong insight GE-074-04.\nOwner: Theo Martin; deadline: 2026-09-18.\n\n### CHG-074-05 — SBP-074-06\n\nSystem: salesforce; object: Contact; record: 003SB074000005; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-074-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/006_sbp-074-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-074-06_03_contacts.xml; Gong insight GE-074-06.\nOwner: Elena Rossi; deadline: 2026-09-20.\n\n### CHG-074-06 — SBP-074-07\n\nSystem: hubspot; object: contacts; record: 8007430006; field: buying_role.\nChanged Unknown to Champion. SBP-074-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/007_sbp-074-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-074-07_03_contacts.html; Gong insight GE-074-07.\nOwner: Maya Chen; deadline: 2026-09-15.\n\n### CHG-074-07 — SBP-074-08\n\nSystem: salesforce; object: Contact; record: 003SB074000007; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-074-08 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/008_sbp-074-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-074-08_03_contacts.md; Gong insight GE-074-08.\nOwner: Jon Bell; deadline: 2026-09-16.\n\n### CHG-074-08 — SBP-074-10\n\nSystem: hubspot; object: contacts; record: 8007430009; field: buying_role.\nChanged Unknown to Procurement. SBP-074-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/010_sbp-074-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-074-10_04_gong_briefs.txt; Gong insight GE-074-10.\nOwner: Luis Ortega; deadline: 2026-09-18.\n\n### CHG-074-09 — SBP-074-11\n\nSystem: salesforce; object: Contact; record: 003SB074000010; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-074-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/011_sbp-074-11_02_opportunities.json and /workspace/documents/04_gong_briefs/027_sbp-074-11_04_gong_briefs.json; Gong insight GE-074-11.\nOwner: Amina Yusuf; deadline: 2026-09-19.\n\n### CHG-074-10 — SBP-074-13\n\nSystem: hubspot; object: contacts; record: 8007430012; field: buying_role.\nChanged Unknown to Champion. SBP-074-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/013_sbp-074-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-074-13_04_gong_briefs.eml; Gong insight GE-074-13.\nOwner: Nora Kim; deadline: 2026-09-15.\n\n### CHG-074-11 — SBP-074-14\n\nSystem: salesforce; object: Contact; record: 003SB074000013; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-074-14 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/014_sbp-074-14_02_opportunities.xml and /workspace/documents/04_gong_briefs/030_sbp-074-14_04_gong_briefs.xml; Gong insight GE-074-14.\nOwner: Elena Rossi; deadline: 2026-09-16.\n\n### CHG-074-12 — SBP-074-16\n\nSystem: hubspot; object: contacts; record: 8007430015; field: buying_role.\nChanged Unknown to Procurement. SBP-074-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/016_sbp-074-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-074-16_04_gong_briefs.md; Gong insight GE-074-16.\nOwner: Jon Bell; deadline: 2026-09-18.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-12", + "changes": [ + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-074-01_03_contacts.md", + "deadline": "2026-09-15", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-074-01", + "id": "CHG-074-01", + "object_type": "Contact", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-074-01", + "primary_source": "/workspace/documents/01_accounts/001_sbp-074-01_01_accounts.md", + "reason": "SBP-074-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "003SB074000000", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-074-02_03_contacts.txt", + "deadline": "2026-09-16", + "field": "buying_role", + "gong_evidence_id": "GE-074-02", + "id": "CHG-074-02", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-074-02", + "primary_source": "/workspace/documents/01_accounts/002_sbp-074-02_01_accounts.txt", + "reason": "SBP-074-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8007430001", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-074-03_03_contacts.json", + "deadline": "2026-09-17", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-074-03", + "id": "CHG-074-03", + "object_type": "Contact", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-074-03", + "primary_source": "/workspace/documents/01_accounts/003_sbp-074-03_01_accounts.json", + "reason": "SBP-074-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "003SB074000002", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-074-04_03_contacts.csv", + "deadline": "2026-09-18", + "field": "buying_role", + "gong_evidence_id": "GE-074-04", + "id": "CHG-074-04", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-074-04", + "primary_source": "/workspace/documents/01_accounts/004_sbp-074-04_01_accounts.csv", + "reason": "SBP-074-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.", + "record_id": "8007430003", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-074-06_03_contacts.xml", + "deadline": "2026-09-20", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-074-06", + "id": "CHG-074-05", + "object_type": "Contact", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-074-06", + "primary_source": "/workspace/documents/01_accounts/006_sbp-074-06_01_accounts.xml", + "reason": "SBP-074-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "003SB074000005", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-074-07_03_contacts.html", + "deadline": "2026-09-15", + "field": "buying_role", + "gong_evidence_id": "GE-074-07", + "id": "CHG-074-06", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-074-07", + "primary_source": "/workspace/documents/01_accounts/007_sbp-074-07_01_accounts.html", + "reason": "SBP-074-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8007430006", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-074-08_03_contacts.md", + "deadline": "2026-09-16", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-074-08", + "id": "CHG-074-07", + "object_type": "Contact", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-074-08", + "primary_source": "/workspace/documents/01_accounts/008_sbp-074-08_01_accounts.md", + "reason": "SBP-074-08 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "003SB074000007", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/026_sbp-074-10_04_gong_briefs.txt", + "deadline": "2026-09-18", + "field": "buying_role", + "gong_evidence_id": "GE-074-10", + "id": "CHG-074-08", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-074-10", + "primary_source": "/workspace/documents/02_opportunities/010_sbp-074-10_02_opportunities.txt", + "reason": "SBP-074-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8007430009", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/027_sbp-074-11_04_gong_briefs.json", + "deadline": "2026-09-19", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-074-11", + "id": "CHG-074-09", + "object_type": "Contact", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-074-11", + "primary_source": "/workspace/documents/02_opportunities/011_sbp-074-11_02_opportunities.json", + "reason": "SBP-074-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "003SB074000010", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/029_sbp-074-13_04_gong_briefs.eml", + "deadline": "2026-09-15", + "field": "buying_role", + "gong_evidence_id": "GE-074-13", + "id": "CHG-074-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-074-13", + "primary_source": "/workspace/documents/02_opportunities/013_sbp-074-13_02_opportunities.eml", + "reason": "SBP-074-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8007430012", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/030_sbp-074-14_04_gong_briefs.xml", + "deadline": "2026-09-16", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-074-14", + "id": "CHG-074-11", + "object_type": "Contact", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-074-14", + "primary_source": "/workspace/documents/02_opportunities/014_sbp-074-14_02_opportunities.xml", + "reason": "SBP-074-14 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "003SB074000013", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/032_sbp-074-16_04_gong_briefs.md", + "deadline": "2026-09-18", + "field": "buying_role", + "gong_evidence_id": "GE-074-16", + "id": "CHG-074-12", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-074-16", + "primary_source": "/workspace/documents/02_opportunities/016_sbp-074-16_02_opportunities.md", + "reason": "SBP-074-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8007430015", + "system": "hubspot" + } + ], + "company": "Maple Industrial IoT", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-074-maple-partner-ecosystem", + "title": "Maple partner ecosystem plan" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Maple Industrial IoT", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "industrial technology", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "Global Channels", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "account-planning" + }, + "prompt": "# Maple partner ecosystem plan\n\nYou are supporting Alliance Sales VP at Maple Industrial IoT, a synthetic industrial technology company operating in Global Channels. The review period is 2026-Q4; use 2026-09-12 as the fixed as-of date.\n\nBusiness situation: Consultants, integrators, and a reseller influence one buying committee. Reconcile their roles and create coordinated tasks without converting partner contacts into customer employees.\n\nComplete a portfolio-scale account planning, stakeholder mapping, and executive preparation. The evidence room contains exactly 96 records in twelve workstreams: 01_accounts, 02_opportunities, 03_contacts, 04_gong_briefs, 05_org_charts, 06_engagement, 07_products, 08_competition, 09_support, 10_white_space, 11_account_plan_policy, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-074-maple-partner-ecosystem`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-074-maple-partner-ecosystem", + "task_name": "Maple partner ecosystem plan", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-076-olive-support-overlay.json b/tasks/sb100-076-olive-support-overlay.json new file mode 100644 index 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assessment\n\nExpansion potential is high, but open incidents and adoption gaps change the executive message. Update plan risks and tasks using both support and conversation evidence.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-076-01 — SBP-076-01\n\nSystem: salesforce; object: Contact; record: 003SB076000000; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-076-01 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/001_sbp-076-01_01_accounts.md and /workspace/documents/03_contacts/017_sbp-076-01_03_contacts.md; Gong insight GE-076-01.\nOwner: Amina Yusuf; deadline: 2026-08-29.\n\n### CHG-076-02 — SBP-076-02\n\nSystem: hubspot; object: contacts; record: 8007630001; field: buying_role.\nChanged Unknown to Champion. SBP-076-02 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/002_sbp-076-02_01_accounts.txt and /workspace/documents/03_contacts/018_sbp-076-02_03_contacts.txt; Gong insight GE-076-02.\nOwner: Theo Martin; deadline: 2026-08-30.\n\n### CHG-076-03 — SBP-076-03\n\nSystem: salesforce; object: Contact; record: 003SB076000002; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-076-03 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/003_sbp-076-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-076-03_03_contacts.json; Gong insight GE-076-03.\nOwner: Nora Kim; deadline: 2026-08-31.\n\n### CHG-076-04 — SBP-076-05\n\nSystem: hubspot; object: contacts; record: 8007630004; field: buying_role.\nChanged Unknown to Procurement. SBP-076-05 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/005_sbp-076-05_01_accounts.eml and /workspace/documents/03_contacts/021_sbp-076-05_03_contacts.eml; Gong insight GE-076-05.\nOwner: Maya Chen; deadline: 2026-09-02.\n\n### CHG-076-05 — SBP-076-06\n\nSystem: salesforce; object: Contact; record: 003SB076000005; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-076-06 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/006_sbp-076-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-076-06_03_contacts.xml; Gong insight GE-076-06.\nOwner: Jon Bell; deadline: 2026-09-03.\n\n### CHG-076-06 — SBP-076-07\n\nSystem: hubspot; object: contacts; record: 8007630006; field: buying_role.\nChanged Unknown to Champion. SBP-076-07 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/007_sbp-076-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-076-07_03_contacts.html; Gong insight GE-076-07.\nOwner: Priya Raman; deadline: 2026-08-29.\n\n### CHG-076-07 — SBP-076-08\n\nSystem: salesforce; object: Contact; record: 003SB076000007; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-076-08 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/008_sbp-076-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-076-08_03_contacts.md; Gong insight GE-076-08.\nOwner: Luis Ortega; deadline: 2026-08-30.\n\n### CHG-076-08 — SBP-076-09\n\nSystem: hubspot; object: contacts; record: 8007630008; field: buying_role.\nChanged Unknown to Procurement. SBP-076-09 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/009_sbp-076-09_02_opportunities.md and /workspace/documents/04_gong_briefs/025_sbp-076-09_04_gong_briefs.md; Gong insight GE-076-09.\nOwner: Amina Yusuf; deadline: 2026-08-31.\n\n### CHG-076-09 — SBP-076-11\n\nSystem: salesforce; object: Contact; record: 003SB076000010; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-076-11 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/011_sbp-076-11_02_opportunities.json and /workspace/documents/04_gong_briefs/027_sbp-076-11_04_gong_briefs.json; Gong insight GE-076-11.\nOwner: Nora Kim; deadline: 2026-09-02.\n\n### CHG-076-10 — SBP-076-12\n\nSystem: hubspot; object: contacts; record: 8007630011; field: buying_role.\nChanged Unknown to Champion. SBP-076-12 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/012_sbp-076-12_02_opportunities.csv and /workspace/documents/04_gong_briefs/028_sbp-076-12_04_gong_briefs.csv; Gong insight GE-076-12.\nOwner: Elena Rossi; deadline: 2026-09-03.\n\n### CHG-076-11 — SBP-076-13\n\nSystem: salesforce; object: Contact; record: 003SB076000012; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-076-13 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/013_sbp-076-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-076-13_04_gong_briefs.eml; Gong insight GE-076-13.\nOwner: Maya Chen; deadline: 2026-08-29.\n\n### CHG-076-12 — SBP-076-16\n\nSystem: hubspot; object: contacts; record: 8007630015; field: buying_role.\nChanged Unknown to Procurement. SBP-076-16 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/016_sbp-076-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-076-16_04_gong_briefs.md; Gong insight GE-076-16.\nOwner: Luis Ortega; deadline: 2026-09-01.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-26", + "changes": [ + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-076-01_03_contacts.md", + "deadline": "2026-08-29", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-076-01", + "id": "CHG-076-01", + "object_type": "Contact", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-076-01", + "primary_source": "/workspace/documents/01_accounts/001_sbp-076-01_01_accounts.md", + "reason": "SBP-076-01 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "003SB076000000", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-076-02_03_contacts.txt", + "deadline": "2026-08-30", + "field": "buying_role", + "gong_evidence_id": "GE-076-02", + "id": "CHG-076-02", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-076-02", + "primary_source": "/workspace/documents/01_accounts/002_sbp-076-02_01_accounts.txt", + "reason": "SBP-076-02 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply security_review under the current 2026-Q4 policy.", + "record_id": "8007630001", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-076-03_03_contacts.json", + "deadline": "2026-08-31", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-076-03", + "id": "CHG-076-03", + "object_type": "Contact", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-076-03", + "primary_source": "/workspace/documents/01_accounts/003_sbp-076-03_01_accounts.json", + "reason": "SBP-076-03 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "003SB076000002", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-076-05_03_contacts.eml", + "deadline": "2026-09-02", + "field": "buying_role", + "gong_evidence_id": "GE-076-05", + "id": "CHG-076-04", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-076-05", + "primary_source": "/workspace/documents/01_accounts/005_sbp-076-05_01_accounts.eml", + "reason": "SBP-076-05 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8007630004", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-076-06_03_contacts.xml", + "deadline": "2026-09-03", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-076-06", + "id": "CHG-076-05", + "object_type": "Contact", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-076-06", + "primary_source": "/workspace/documents/01_accounts/006_sbp-076-06_01_accounts.xml", + "reason": "SBP-076-06 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "003SB076000005", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-076-07_03_contacts.html", + "deadline": "2026-08-29", + "field": "buying_role", + "gong_evidence_id": "GE-076-07", + "id": "CHG-076-06", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-076-07", + "primary_source": "/workspace/documents/01_accounts/007_sbp-076-07_01_accounts.html", + "reason": "SBP-076-07 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8007630006", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-076-08_03_contacts.md", + "deadline": "2026-08-30", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-076-08", + "id": "CHG-076-07", + "object_type": "Contact", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-076-08", + "primary_source": "/workspace/documents/01_accounts/008_sbp-076-08_01_accounts.md", + "reason": "SBP-076-08 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "003SB076000007", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/025_sbp-076-09_04_gong_briefs.md", + "deadline": "2026-08-31", + "field": "buying_role", + "gong_evidence_id": "GE-076-09", + "id": "CHG-076-08", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-076-09", + "primary_source": "/workspace/documents/02_opportunities/009_sbp-076-09_02_opportunities.md", + "reason": "SBP-076-09 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8007630008", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/027_sbp-076-11_04_gong_briefs.json", + "deadline": "2026-09-02", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-076-11", + "id": "CHG-076-09", + "object_type": "Contact", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-076-11", + "primary_source": "/workspace/documents/02_opportunities/011_sbp-076-11_02_opportunities.json", + "reason": "SBP-076-11 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "003SB076000010", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/028_sbp-076-12_04_gong_briefs.csv", + "deadline": "2026-09-03", + "field": "buying_role", + "gong_evidence_id": "GE-076-12", + "id": "CHG-076-10", + "object_type": "contacts", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-076-12", + "primary_source": "/workspace/documents/02_opportunities/012_sbp-076-12_02_opportunities.csv", + "reason": "SBP-076-12 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8007630011", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/029_sbp-076-13_04_gong_briefs.eml", + "deadline": "2026-08-29", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-076-13", + "id": "CHG-076-11", + "object_type": "Contact", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-076-13", + "primary_source": "/workspace/documents/02_opportunities/013_sbp-076-13_02_opportunities.eml", + "reason": "SBP-076-13 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "003SB076000012", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/032_sbp-076-16_04_gong_briefs.md", + "deadline": "2026-09-01", + "field": "buying_role", + "gong_evidence_id": "GE-076-16", + "id": "CHG-076-12", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-076-16", + "primary_source": "/workspace/documents/02_opportunities/016_sbp-076-16_02_opportunities.md", + "reason": "SBP-076-16 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8007630015", + "system": "hubspot" + } + ], + "company": "Olive Commerce Data", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-076-olive-support-overlay", + "title": "Olive support-aware account plan" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Olive Commerce Data", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "commerce analytics", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "APAC", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "account-planning" + }, + "prompt": "# Olive support-aware account plan\n\nYou are supporting Strategic Account Director at Olive Commerce Data, a synthetic commerce analytics company operating in APAC. The review period is 2026-Q4; use 2026-08-26 as the fixed as-of date.\n\nBusiness situation: Expansion potential is high, but open incidents and adoption gaps change the executive message. Update plan risks and tasks using both support and conversation evidence.\n\nComplete a portfolio-scale account planning, stakeholder mapping, and executive preparation. The evidence room contains exactly 96 records in twelve workstreams: 01_accounts, 02_opportunities, 03_contacts, 04_gong_briefs, 05_org_charts, 06_engagement, 07_products, 08_competition, 09_support, 10_white_space, 11_account_plan_policy, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-076-olive-support-overlay`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-076-olive-support-overlay", + "task_name": "Olive support-aware account plan", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-078-riverbank-succession.json b/tasks/sb100-078-riverbank-succession.json new file mode 100644 index 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assessment\n\nA sponsor departed and responsibilities split among successors. Repair contact roles and outreach tasks while retaining the departed contact's historical activities.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-078-01 — SBP-078-01\n\nSystem: salesforce; object: Contact; record: 003SB078000000; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/001_sbp-078-01_01_accounts.md and /workspace/documents/03_contacts/017_sbp-078-01_03_contacts.md; Gong insight GE-078-01.\nOwner: Nora Kim; deadline: 2026-08-31.\n\n### CHG-078-02 — SBP-078-02\n\nSystem: hubspot; object: contacts; record: 8007830001; field: buying_role.\nChanged Unknown to Champion. SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/002_sbp-078-02_01_accounts.txt and /workspace/documents/03_contacts/018_sbp-078-02_03_contacts.txt; Gong insight GE-078-02.\nOwner: Elena Rossi; deadline: 2026-09-01.\n\n### CHG-078-03 — SBP-078-03\n\nSystem: salesforce; object: Contact; record: 003SB078000002; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/003_sbp-078-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-078-03_03_contacts.json; Gong insight GE-078-03.\nOwner: Maya Chen; deadline: 2026-09-02.\n\n### CHG-078-04 — SBP-078-04\n\nSystem: hubspot; object: contacts; record: 8007830003; field: buying_role.\nChanged Unknown to Procurement. SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/004_sbp-078-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-078-04_03_contacts.csv; Gong insight GE-078-04.\nOwner: Jon Bell; deadline: 2026-09-03.\n\n### CHG-078-05 — SBP-078-05\n\nSystem: salesforce; object: Contact; record: 003SB078000004; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/005_sbp-078-05_01_accounts.eml and /workspace/documents/03_contacts/021_sbp-078-05_03_contacts.eml; Gong insight GE-078-05.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-078-06 — SBP-078-06\n\nSystem: hubspot; object: contacts; record: 8007830005; field: buying_role.\nChanged Unknown to Champion. SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/006_sbp-078-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-078-06_03_contacts.xml; Gong insight GE-078-06.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-078-07 — SBP-078-07\n\nSystem: salesforce; object: Contact; record: 003SB078000006; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_accounts/007_sbp-078-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-078-07_03_contacts.html; Gong insight GE-078-07.\nOwner: Amina Yusuf; deadline: 2026-08-31.\n\n### CHG-078-08 — SBP-078-10\n\nSystem: hubspot; object: contacts; record: 8007830009; field: buying_role.\nChanged Unknown to Procurement. SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/010_sbp-078-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-078-10_04_gong_briefs.txt; Gong insight GE-078-10.\nOwner: Elena Rossi; deadline: 2026-09-03.\n\n### CHG-078-09 — SBP-078-11\n\nSystem: salesforce; object: Contact; record: 003SB078000010; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/011_sbp-078-11_02_opportunities.json and /workspace/documents/04_gong_briefs/027_sbp-078-11_04_gong_briefs.json; Gong insight GE-078-11.\nOwner: Maya Chen; deadline: 2026-09-04.\n\n### CHG-078-10 — SBP-078-13\n\nSystem: hubspot; object: contacts; record: 8007830012; field: buying_role.\nChanged Unknown to Champion. SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/013_sbp-078-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-078-13_04_gong_briefs.eml; Gong insight GE-078-13.\nOwner: Priya Raman; deadline: 2026-08-31.\n\n### CHG-078-11 — SBP-078-15\n\nSystem: salesforce; object: Contact; record: 003SB078000014; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/015_sbp-078-15_02_opportunities.html and /workspace/documents/04_gong_briefs/031_sbp-078-15_04_gong_briefs.html; Gong insight GE-078-15.\nOwner: Amina Yusuf; deadline: 2026-09-02.\n\n### CHG-078-12 — SBP-078-16\n\nSystem: hubspot; object: contacts; record: 8007830015; field: buying_role.\nChanged Unknown to Procurement. SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_opportunities/016_sbp-078-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-078-16_04_gong_briefs.md; Gong insight GE-078-16.\nOwner: Theo Martin; deadline: 2026-09-03.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-28", + "changes": [ + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-078-01_03_contacts.md", + "deadline": "2026-08-31", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-078-01", + "id": "CHG-078-01", + "object_type": "Contact", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-078-01", + "primary_source": "/workspace/documents/01_accounts/001_sbp-078-01_01_accounts.md", + "reason": "SBP-078-01 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "003SB078000000", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-078-02_03_contacts.txt", + "deadline": "2026-09-01", + "field": "buying_role", + "gong_evidence_id": "GE-078-02", + "id": "CHG-078-02", + "object_type": "contacts", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-078-02", + "primary_source": "/workspace/documents/01_accounts/002_sbp-078-02_01_accounts.txt", + "reason": "SBP-078-02 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8007830001", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-078-03_03_contacts.json", + "deadline": "2026-09-02", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-078-03", + "id": "CHG-078-03", + "object_type": "Contact", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-078-03", + "primary_source": "/workspace/documents/01_accounts/003_sbp-078-03_01_accounts.json", + "reason": "SBP-078-03 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "003SB078000002", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-078-04_03_contacts.csv", + "deadline": "2026-09-03", + "field": "buying_role", + "gong_evidence_id": "GE-078-04", + "id": "CHG-078-04", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-078-04", + "primary_source": "/workspace/documents/01_accounts/004_sbp-078-04_01_accounts.csv", + "reason": "SBP-078-04 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8007830003", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-078-05_03_contacts.eml", + "deadline": "2026-09-04", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-078-05", + "id": "CHG-078-05", + "object_type": "Contact", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-078-05", + "primary_source": "/workspace/documents/01_accounts/005_sbp-078-05_01_accounts.eml", + "reason": "SBP-078-05 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "003SB078000004", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-078-06_03_contacts.xml", + "deadline": "2026-09-05", + "field": "buying_role", + "gong_evidence_id": "GE-078-06", + "id": "CHG-078-06", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-078-06", + "primary_source": "/workspace/documents/01_accounts/006_sbp-078-06_01_accounts.xml", + "reason": "SBP-078-06 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8007830005", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-078-07_03_contacts.html", + "deadline": "2026-08-31", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-078-07", + "id": "CHG-078-07", + "object_type": "Contact", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-078-07", + "primary_source": "/workspace/documents/01_accounts/007_sbp-078-07_01_accounts.html", + "reason": "SBP-078-07 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "003SB078000006", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/026_sbp-078-10_04_gong_briefs.txt", + "deadline": "2026-09-03", + "field": "buying_role", + "gong_evidence_id": "GE-078-10", + "id": "CHG-078-08", + "object_type": "contacts", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-078-10", + "primary_source": "/workspace/documents/02_opportunities/010_sbp-078-10_02_opportunities.txt", + "reason": "SBP-078-10 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8007830009", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/027_sbp-078-11_04_gong_briefs.json", + "deadline": "2026-09-04", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-078-11", + "id": "CHG-078-09", + "object_type": "Contact", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-078-11", + "primary_source": "/workspace/documents/02_opportunities/011_sbp-078-11_02_opportunities.json", + "reason": "SBP-078-11 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "003SB078000010", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/029_sbp-078-13_04_gong_briefs.eml", + "deadline": "2026-08-31", + "field": "buying_role", + "gong_evidence_id": "GE-078-13", + "id": "CHG-078-10", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-078-13", + "primary_source": "/workspace/documents/02_opportunities/013_sbp-078-13_02_opportunities.eml", + "reason": "SBP-078-13 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8007830012", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/031_sbp-078-15_04_gong_briefs.html", + "deadline": "2026-09-02", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-078-15", + "id": "CHG-078-11", + "object_type": "Contact", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-078-15", + "primary_source": "/workspace/documents/02_opportunities/015_sbp-078-15_02_opportunities.html", + "reason": "SBP-078-15 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "003SB078000014", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/032_sbp-078-16_04_gong_briefs.md", + "deadline": "2026-09-03", + "field": "buying_role", + "gong_evidence_id": "GE-078-16", + "id": "CHG-078-12", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-078-16", + "primary_source": "/workspace/documents/02_opportunities/016_sbp-078-16_02_opportunities.md", + "reason": "SBP-078-16 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.", + "record_id": "8007830015", + "system": "hubspot" + } + ], + "company": "Riverbank Payments", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-078-riverbank-succession", + "title": "Riverbank stakeholder succession plan" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Riverbank Payments", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "payments", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "account-planning" + }, + "prompt": "# Riverbank stakeholder succession plan\n\nYou are supporting Key Accounts VP at Riverbank Payments, a synthetic payments company operating in North America. The review period is 2026-Q4; use 2026-08-28 as the fixed as-of date.\n\nBusiness situation: A sponsor departed and responsibilities split among successors. Repair contact roles and outreach tasks while retaining the departed contact's historical activities.\n\nComplete a portfolio-scale account planning, stakeholder mapping, and executive preparation. The evidence room contains exactly 96 records in twelve workstreams: 01_accounts, 02_opportunities, 03_contacts, 04_gong_briefs, 05_org_charts, 06_engagement, 07_products, 08_competition, 09_support, 10_white_space, 11_account_plan_policy, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-078-riverbank-succession`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-078-riverbank-succession", + "task_name": "Riverbank stakeholder succession plan", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-079-spruce-board-prep.json b/tasks/sb100-079-spruce-board-prep.json new file mode 100644 index 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Update only operational next steps; the narrative deliverable must distinguish fact, inference, and unresolved conflict.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-079-01 — SBP-079-02\n\nSystem: salesforce; object: Contact; record: 003SB079000001; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-079-02 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/002_sbp-079-02_01_accounts.txt and /workspace/documents/03_contacts/018_sbp-079-02_03_contacts.txt; Gong insight GE-079-02.\nOwner: Maya Chen; deadline: 2026-09-02.\n\n### CHG-079-02 — SBP-079-03\n\nSystem: hubspot; object: contacts; record: 8007930002; field: buying_role.\nChanged Unknown to Champion. SBP-079-03 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/003_sbp-079-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-079-03_03_contacts.json; Gong insight GE-079-03.\nOwner: Jon Bell; deadline: 2026-09-03.\n\n### CHG-079-03 — SBP-079-04\n\nSystem: salesforce; object: Contact; record: 003SB079000003; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-079-04 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/004_sbp-079-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-079-04_03_contacts.csv; Gong insight GE-079-04.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-079-04 — SBP-079-06\n\nSystem: hubspot; object: contacts; record: 8007930005; field: buying_role.\nChanged Unknown to Procurement. SBP-079-06 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/006_sbp-079-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-079-06_03_contacts.xml; Gong insight GE-079-06.\nOwner: Amina Yusuf; deadline: 2026-09-06.\n\n### CHG-079-05 — SBP-079-07\n\nSystem: salesforce; object: Contact; record: 003SB079000006; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-079-07 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/007_sbp-079-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-079-07_03_contacts.html; Gong insight GE-079-07.\nOwner: Theo Martin; deadline: 2026-09-01.\n\n### CHG-079-06 — SBP-079-08\n\nSystem: hubspot; object: contacts; record: 8007930007; field: buying_role.\nChanged Unknown to Champion. SBP-079-08 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_accounts/008_sbp-079-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-079-08_03_contacts.md; Gong insight GE-079-08.\nOwner: Nora Kim; deadline: 2026-09-02.\n\n### CHG-079-07 — SBP-079-10\n\nSystem: salesforce; object: Contact; record: 003SB079000009; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-079-10 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/010_sbp-079-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-079-10_04_gong_briefs.txt; Gong insight GE-079-10.\nOwner: Maya Chen; deadline: 2026-09-04.\n\n### CHG-079-08 — SBP-079-12\n\nSystem: hubspot; object: contacts; record: 8007930011; field: buying_role.\nChanged Unknown to Procurement. SBP-079-12 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/012_sbp-079-12_02_opportunities.csv and /workspace/documents/04_gong_briefs/028_sbp-079-12_04_gong_briefs.csv; Gong insight GE-079-12.\nOwner: Priya Raman; deadline: 2026-09-06.\n\n### CHG-079-09 — SBP-079-13\n\nSystem: salesforce; object: Contact; record: 003SB079000012; field: Buying_Role__c.\nChanged Unknown to Economic Buyer. SBP-079-13 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/013_sbp-079-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-079-13_04_gong_briefs.eml; Gong insight GE-079-13.\nOwner: Luis Ortega; deadline: 2026-09-01.\n\n### CHG-079-10 — SBP-079-14\n\nSystem: hubspot; object: contacts; record: 8007930013; field: buying_role.\nChanged Unknown to Champion. SBP-079-14 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/014_sbp-079-14_02_opportunities.xml and /workspace/documents/04_gong_briefs/030_sbp-079-14_04_gong_briefs.xml; Gong insight GE-079-14.\nOwner: Amina Yusuf; deadline: 2026-09-02.\n\n### CHG-079-11 — SBP-079-15\n\nSystem: salesforce; object: Contact; record: 003SB079000014; field: Buying_Role__c.\nChanged Unknown to Technical Evaluator. SBP-079-15 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/015_sbp-079-15_02_opportunities.html and /workspace/documents/04_gong_briefs/031_sbp-079-15_04_gong_briefs.html; Gong insight GE-079-15.\nOwner: Theo Martin; deadline: 2026-09-03.\n\n### CHG-079-12 — SBP-079-16\n\nSystem: hubspot; object: contacts; record: 8007930015; field: buying_role.\nChanged Unknown to Procurement. SBP-079-16 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_opportunities/016_sbp-079-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-079-16_04_gong_briefs.md; Gong insight GE-079-16.\nOwner: Nora Kim; deadline: 2026-09-04.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-29", + "changes": [ + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-079-02_03_contacts.txt", + "deadline": "2026-09-02", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-079-02", + "id": "CHG-079-01", + "object_type": "Contact", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-079-02", + "primary_source": "/workspace/documents/01_accounts/002_sbp-079-02_01_accounts.txt", + "reason": "SBP-079-02 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "003SB079000001", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-079-03_03_contacts.json", + "deadline": "2026-09-03", + "field": "buying_role", + "gong_evidence_id": "GE-079-03", + "id": "CHG-079-02", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-079-03", + "primary_source": "/workspace/documents/01_accounts/003_sbp-079-03_01_accounts.json", + "reason": "SBP-079-03 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "8007930002", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-079-04_03_contacts.csv", + "deadline": "2026-09-04", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-079-04", + "id": "CHG-079-03", + "object_type": "Contact", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-079-04", + "primary_source": "/workspace/documents/01_accounts/004_sbp-079-04_01_accounts.csv", + "reason": "SBP-079-04 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "003SB079000003", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-079-06_03_contacts.xml", + "deadline": "2026-09-06", + "field": "buying_role", + "gong_evidence_id": "GE-079-06", + "id": "CHG-079-04", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-079-06", + "primary_source": "/workspace/documents/01_accounts/006_sbp-079-06_01_accounts.xml", + "reason": "SBP-079-06 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8007930005", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-079-07_03_contacts.html", + "deadline": "2026-09-01", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-079-07", + "id": "CHG-079-05", + "object_type": "Contact", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-079-07", + "primary_source": "/workspace/documents/01_accounts/007_sbp-079-07_01_accounts.html", + "reason": "SBP-079-07 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "003SB079000006", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-079-08_03_contacts.md", + "deadline": "2026-09-02", + "field": "buying_role", + "gong_evidence_id": "GE-079-08", + "id": "CHG-079-06", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-079-08", + "primary_source": "/workspace/documents/01_accounts/008_sbp-079-08_01_accounts.md", + "reason": "SBP-079-08 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8007930007", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/026_sbp-079-10_04_gong_briefs.txt", + "deadline": "2026-09-04", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-079-10", + "id": "CHG-079-07", + "object_type": "Contact", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-079-10", + "primary_source": "/workspace/documents/02_opportunities/010_sbp-079-10_02_opportunities.txt", + "reason": "SBP-079-10 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "003SB079000009", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/028_sbp-079-12_04_gong_briefs.csv", + "deadline": "2026-09-06", + "field": "buying_role", + "gong_evidence_id": "GE-079-12", + "id": "CHG-079-08", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-079-12", + "primary_source": "/workspace/documents/02_opportunities/012_sbp-079-12_02_opportunities.csv", + "reason": "SBP-079-12 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8007930011", + "system": "hubspot" + }, + { + "after": "Economic Buyer", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/029_sbp-079-13_04_gong_briefs.eml", + "deadline": "2026-09-01", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-079-13", + "id": "CHG-079-09", + "object_type": "Contact", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-079-13", + "primary_source": "/workspace/documents/02_opportunities/013_sbp-079-13_02_opportunities.eml", + "reason": "SBP-079-13 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "003SB079000012", + "system": "salesforce" + }, + { + "after": "Champion", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/030_sbp-079-14_04_gong_briefs.xml", + "deadline": "2026-09-02", + "field": "buying_role", + "gong_evidence_id": "GE-079-14", + "id": "CHG-079-10", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-079-14", + "primary_source": "/workspace/documents/02_opportunities/014_sbp-079-14_02_opportunities.xml", + "reason": "SBP-079-14 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8007930013", + "system": "hubspot" + }, + { + "after": "Technical Evaluator", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/031_sbp-079-15_04_gong_briefs.html", + "deadline": "2026-09-03", + "field": "Buying_Role__c", + "gong_evidence_id": "GE-079-15", + "id": "CHG-079-11", + "object_type": "Contact", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-079-15", + "primary_source": "/workspace/documents/02_opportunities/015_sbp-079-15_02_opportunities.html", + "reason": "SBP-079-15 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "003SB079000014", + "system": "salesforce" + }, + { + "after": "Procurement", + "before": "Unknown", + "corroborating_source": "/workspace/documents/04_gong_briefs/032_sbp-079-16_04_gong_briefs.md", + "deadline": "2026-09-04", + "field": "buying_role", + "gong_evidence_id": "GE-079-16", + "id": "CHG-079-12", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-079-16", + "primary_source": "/workspace/documents/02_opportunities/016_sbp-079-16_02_opportunities.md", + "reason": "SBP-079-16 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8007930015", + "system": "hubspot" + } + ], + "company": "Spruce Logistics", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-079-spruce-board-prep", + "title": "Spruce board-meeting account preparation" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Spruce Logistics", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "logistics software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "account-planning" + }, + "prompt": "# Spruce board-meeting account preparation\n\nYou are supporting Chief Revenue Officer at Spruce Logistics, a synthetic logistics software company operating in North America. The review period is 2026-Q3; use 2026-08-29 as the fixed as-of date.\n\nBusiness situation: Prepare a board-level view of top accounts from fragmented CRM and Gong evidence. Update only operational next steps; the narrative deliverable must distinguish fact, inference, and unresolved conflict.\n\nComplete a portfolio-scale account planning, stakeholder mapping, and executive preparation. The evidence room contains exactly 96 records in twelve workstreams: 01_accounts, 02_opportunities, 03_contacts, 04_gong_briefs, 05_org_charts, 06_engagement, 07_products, 08_competition, 09_support, 10_white_space, 11_account_plan_policy, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-079-spruce-board-prep`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-079-spruce-board-prep", + "task_name": "Spruce board-meeting account preparation", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-081-umber-gdpr-sequence.json b/tasks/sb100-081-umber-gdpr-sequence.json new file mode 100644 index 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enrolled contacts with mixed consent and legitimate-interest records. Remove prohibited enrollments, preserve audit evidence, and create no replacement outreach tasks.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-081-01 — SBP-081-01\n\nSystem: salesforce; object: CampaignMember; record: 00vSB081000000; field: Status.\nChanged Sent to Removed - Compliance. 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.\nEvidence: /workspace/documents/01_sequences/001_sbp-081-01_01_sequences.md and /workspace/documents/03_contacts/017_sbp-081-01_03_contacts.md; Gong insight GE-081-01.\nOwner: Jon Bell; deadline: 2026-09-03.\n\n### CHG-081-02 — SBP-081-02\n\nSystem: hubspot; object: contacts; record: 8008130001; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. 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.\nEvidence: /workspace/documents/01_sequences/002_sbp-081-02_01_sequences.txt and /workspace/documents/03_contacts/018_sbp-081-02_03_contacts.txt; Gong insight GE-081-02.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-081-03 — SBP-081-03\n\nSystem: salesforce; object: CampaignMember; record: 00vSB081000002; field: Status.\nChanged Sent to Removed - Compliance. SBP-081-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/003_sbp-081-03_01_sequences.json and /workspace/documents/03_contacts/019_sbp-081-03_03_contacts.json; Gong insight GE-081-03.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-081-04 — SBP-081-04\n\nSystem: hubspot; object: contacts; record: 8008130003; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. 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.\nEvidence: /workspace/documents/01_sequences/004_sbp-081-04_01_sequences.csv and /workspace/documents/03_contacts/020_sbp-081-04_03_contacts.csv; Gong insight GE-081-04.\nOwner: Amina Yusuf; deadline: 2026-09-06.\n\n### CHG-081-05 — SBP-081-05\n\nSystem: salesforce; object: CampaignMember; record: 00vSB081000004; field: Status.\nChanged Sent to Removed - Compliance. 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.\nEvidence: /workspace/documents/01_sequences/005_sbp-081-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-081-05_03_contacts.eml; Gong insight GE-081-05.\nOwner: Theo Martin; deadline: 2026-09-07.\n\n### CHG-081-06 — SBP-081-06\n\nSystem: hubspot; object: contacts; record: 8008130005; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-081-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/006_sbp-081-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-081-06_03_contacts.xml; Gong insight GE-081-06.\nOwner: Nora Kim; deadline: 2026-09-08.\n\n### CHG-081-07 — SBP-081-08\n\nSystem: salesforce; object: CampaignMember; record: 00vSB081000007; field: Status.\nChanged Sent to Removed - Compliance. SBP-081-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/008_sbp-081-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-081-08_03_contacts.md; Gong insight GE-081-08.\nOwner: Maya Chen; deadline: 2026-09-04.\n\n### CHG-081-08 — SBP-081-09\n\nSystem: hubspot; object: contacts; record: 8008130008; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. 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.\nEvidence: /workspace/documents/02_enrollments/009_sbp-081-09_02_enrollments.md and /workspace/documents/04_consent/025_sbp-081-09_04_consent.md; Gong insight GE-081-09.\nOwner: Jon Bell; deadline: 2026-09-05.\n\n### CHG-081-09 — SBP-081-10\n\nSystem: salesforce; object: CampaignMember; record: 00vSB081000009; field: Status.\nChanged Sent to Removed - Compliance. 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.\nEvidence: /workspace/documents/02_enrollments/010_sbp-081-10_02_enrollments.txt and /workspace/documents/04_consent/026_sbp-081-10_04_consent.txt; Gong insight GE-081-10.\nOwner: Priya Raman; deadline: 2026-09-06.\n\n### CHG-081-10 — SBP-081-11\n\nSystem: hubspot; object: contacts; record: 8008130010; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-081-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/011_sbp-081-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-081-11_04_consent.json; Gong insight GE-081-11.\nOwner: Luis Ortega; deadline: 2026-09-07.\n\n### CHG-081-11 — SBP-081-14\n\nSystem: salesforce; object: CampaignMember; record: 00vSB081000013; field: Status.\nChanged Sent to Removed - Compliance. SBP-081-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/014_sbp-081-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-081-14_04_consent.xml; Gong insight GE-081-14.\nOwner: Nora Kim; deadline: 2026-09-04.\n\n### CHG-081-12 — SBP-081-16\n\nSystem: hubspot; object: contacts; record: 8008130015; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-081-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/016_sbp-081-16_02_enrollments.md and /workspace/documents/04_consent/032_sbp-081-16_04_consent.md; Gong insight GE-081-16.\nOwner: Maya Chen; deadline: 2026-09-06.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-31", + "changes": [ + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-081-01_03_contacts.md", + "deadline": "2026-09-03", + "field": "Status", + "gong_evidence_id": "GE-081-01", + "id": "CHG-081-01", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-081-01", + "primary_source": "/workspace/documents/01_sequences/001_sbp-081-01_01_sequences.md", + "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.", + "record_id": "00vSB081000000", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-081-02_03_contacts.txt", + "deadline": "2026-09-04", + "field": "sequence_status", + "gong_evidence_id": "GE-081-02", + "id": "CHG-081-02", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-081-02", + "primary_source": "/workspace/documents/01_sequences/002_sbp-081-02_01_sequences.txt", + "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.", + "record_id": "8008130001", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-081-03_03_contacts.json", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-081-03", + "id": "CHG-081-03", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-081-03", + "primary_source": "/workspace/documents/01_sequences/003_sbp-081-03_01_sequences.json", + "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.", + "record_id": "00vSB081000002", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-081-04_03_contacts.csv", + "deadline": "2026-09-06", + "field": "sequence_status", + "gong_evidence_id": "GE-081-04", + "id": "CHG-081-04", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-081-04", + "primary_source": "/workspace/documents/01_sequences/004_sbp-081-04_01_sequences.csv", + "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.", + "record_id": "8008130003", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-081-05_03_contacts.eml", + "deadline": "2026-09-07", + "field": "Status", + "gong_evidence_id": "GE-081-05", + "id": "CHG-081-05", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-081-05", + "primary_source": "/workspace/documents/01_sequences/005_sbp-081-05_01_sequences.eml", + "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.", + "record_id": "00vSB081000004", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-081-06_03_contacts.xml", + "deadline": "2026-09-08", + "field": "sequence_status", + "gong_evidence_id": "GE-081-06", + "id": "CHG-081-06", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-081-06", + "primary_source": "/workspace/documents/01_sequences/006_sbp-081-06_01_sequences.xml", + "reason": "SBP-081-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8008130005", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-081-08_03_contacts.md", + "deadline": "2026-09-04", + "field": "Status", + "gong_evidence_id": "GE-081-08", + "id": "CHG-081-07", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-081-08", + "primary_source": "/workspace/documents/01_sequences/008_sbp-081-08_01_sequences.md", + "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.", + "record_id": "00vSB081000007", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/025_sbp-081-09_04_consent.md", + "deadline": "2026-09-05", + "field": "sequence_status", + "gong_evidence_id": "GE-081-09", + "id": "CHG-081-08", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-081-09", + "primary_source": "/workspace/documents/02_enrollments/009_sbp-081-09_02_enrollments.md", + "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.", + "record_id": "8008130008", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/026_sbp-081-10_04_consent.txt", + "deadline": "2026-09-06", + "field": "Status", + "gong_evidence_id": "GE-081-10", + "id": "CHG-081-09", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-081-10", + "primary_source": "/workspace/documents/02_enrollments/010_sbp-081-10_02_enrollments.txt", + "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.", + "record_id": "00vSB081000009", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/027_sbp-081-11_04_consent.json", + "deadline": "2026-09-07", + "field": "sequence_status", + "gong_evidence_id": "GE-081-11", + "id": "CHG-081-10", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-081-11", + "primary_source": "/workspace/documents/02_enrollments/011_sbp-081-11_02_enrollments.json", + "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.", + "record_id": "8008130010", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/030_sbp-081-14_04_consent.xml", + "deadline": "2026-09-04", + "field": "Status", + "gong_evidence_id": "GE-081-14", + "id": "CHG-081-11", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-081-14", + "primary_source": "/workspace/documents/02_enrollments/014_sbp-081-14_02_enrollments.xml", + "reason": "SBP-081-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00vSB081000013", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/032_sbp-081-16_04_consent.md", + "deadline": "2026-09-06", + "field": "sequence_status", + "gong_evidence_id": "GE-081-16", + "id": "CHG-081-12", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-081-16", + "primary_source": "/workspace/documents/02_enrollments/016_sbp-081-16_02_enrollments.md", + "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.", + "record_id": "8008130015", + "system": "hubspot" + } + ], + "company": "Umber DevSecOps", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-081-umber-gdpr-sequence", + "title": "Umber GDPR sequence remediation" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Umber DevSecOps", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "security software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "sequence-compliance" + }, + "prompt": "# Umber GDPR sequence remediation\n\nYou are supporting Revenue Compliance Manager at Umber DevSecOps, a synthetic security software company operating in EMEA. The review period is 2026-Q3; use 2026-08-31 as the fixed as-of date.\n\nBusiness situation: An outbound sequence enrolled contacts with mixed consent and legitimate-interest records. Remove prohibited enrollments, preserve audit evidence, and create no replacement outreach tasks.\n\nComplete a portfolio-scale sequence, consent, deliverability, and activity compliance. The evidence room contains exactly 96 records in twelve workstreams: 01_sequences, 02_enrollments, 03_contacts, 04_consent, 05_suppressions, 06_email_events, 07_domains, 08_salesforce_campaigns, 09_hubspot_workflows, 10_regional_policy, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-081-umber-gdpr-sequence`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-081-umber-gdpr-sequence", + "task_name": "Umber GDPR sequence remediation", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-082-violet-suppression-sync.json b/tasks/sb100-082-violet-suppression-sync.json new file mode 100644 index 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Apply the strictest current status without suppressing transactional contacts outside scope.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-082-01 — SBP-082-01\n\nSystem: salesforce; object: CampaignMember; record: 00vSB082000000; field: Status.\nChanged Sent to Removed - Compliance. SBP-082-01 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/001_sbp-082-01_01_sequences.md and /workspace/documents/03_contacts/017_sbp-082-01_03_contacts.md; Gong insight GE-082-01.\nOwner: Priya Raman; deadline: 2026-09-04.\n\n### CHG-082-02 — SBP-082-02\n\nSystem: hubspot; object: contacts; record: 8008230001; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-082-02 qualifies for consent-safe sequence remediation because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/002_sbp-082-02_01_sequences.txt and /workspace/documents/03_contacts/018_sbp-082-02_03_contacts.txt; Gong insight GE-082-02.\nOwner: Luis Ortega; deadline: 2026-09-05.\n\n### CHG-082-03 — SBP-082-05\n\nSystem: salesforce; object: CampaignMember; record: 00vSB082000004; field: Status.\nChanged Sent to Removed - Compliance. SBP-082-05 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/005_sbp-082-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-082-05_03_contacts.eml; Gong insight GE-082-05.\nOwner: Nora Kim; deadline: 2026-09-08.\n\n### CHG-082-04 — SBP-082-06\n\nSystem: hubspot; object: contacts; record: 8008230005; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-082-06 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/006_sbp-082-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-082-06_03_contacts.xml; Gong insight GE-082-06.\nOwner: Elena Rossi; deadline: 2026-09-09.\n\n### CHG-082-05 — SBP-082-07\n\nSystem: salesforce; object: CampaignMember; record: 00vSB082000006; field: Status.\nChanged Sent to Removed - Compliance. SBP-082-07 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/007_sbp-082-07_01_sequences.html and /workspace/documents/03_contacts/023_sbp-082-07_03_contacts.html; Gong insight GE-082-07.\nOwner: Maya Chen; deadline: 2026-09-04.\n\n### CHG-082-06 — SBP-082-08\n\nSystem: hubspot; object: contacts; record: 8008230007; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-082-08 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/008_sbp-082-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-082-08_03_contacts.md; Gong insight GE-082-08.\nOwner: Jon Bell; deadline: 2026-09-05.\n\n### CHG-082-07 — SBP-082-09\n\nSystem: salesforce; object: CampaignMember; record: 00vSB082000008; field: Status.\nChanged Sent to Removed - Compliance. SBP-082-09 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/009_sbp-082-09_02_enrollments.md and /workspace/documents/04_consent/025_sbp-082-09_04_consent.md; Gong insight GE-082-09.\nOwner: Priya Raman; deadline: 2026-09-06.\n\n### CHG-082-08 — SBP-082-11\n\nSystem: hubspot; object: contacts; record: 8008230010; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-082-11 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/011_sbp-082-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-082-11_04_consent.json; Gong insight GE-082-11.\nOwner: Amina Yusuf; deadline: 2026-09-08.\n\n### CHG-082-09 — SBP-082-12\n\nSystem: salesforce; object: CampaignMember; record: 00vSB082000011; field: Status.\nChanged Sent to Removed - Compliance. SBP-082-12 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/012_sbp-082-12_02_enrollments.csv and /workspace/documents/04_consent/028_sbp-082-12_04_consent.csv; Gong insight GE-082-12.\nOwner: Theo Martin; deadline: 2026-09-09.\n\n### CHG-082-10 — SBP-082-13\n\nSystem: hubspot; object: contacts; record: 8008230012; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-082-13 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/013_sbp-082-13_02_enrollments.eml and /workspace/documents/04_consent/029_sbp-082-13_04_consent.eml; Gong insight GE-082-13.\nOwner: Nora Kim; deadline: 2026-09-04.\n\n### CHG-082-11 — SBP-082-14\n\nSystem: salesforce; object: CampaignMember; record: 00vSB082000013; field: Status.\nChanged Sent to Removed - Compliance. SBP-082-14 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/014_sbp-082-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-082-14_04_consent.xml; Gong insight GE-082-14.\nOwner: Elena Rossi; deadline: 2026-09-05.\n\n### CHG-082-12 — SBP-082-16\n\nSystem: hubspot; object: contacts; record: 8008230015; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-082-16 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/016_sbp-082-16_02_enrollments.md and /workspace/documents/04_consent/032_sbp-082-16_04_consent.md; Gong insight GE-082-16.\nOwner: Jon Bell; deadline: 2026-09-07.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-01", + "changes": [ + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-082-01_03_contacts.md", + "deadline": "2026-09-04", + "field": "Status", + "gong_evidence_id": "GE-082-01", + "id": "CHG-082-01", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-082-01", + "primary_source": "/workspace/documents/01_sequences/001_sbp-082-01_01_sequences.md", + "reason": "SBP-082-01 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00vSB082000000", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-082-02_03_contacts.txt", + "deadline": "2026-09-05", + "field": "sequence_status", + "gong_evidence_id": "GE-082-02", + "id": "CHG-082-02", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-082-02", + "primary_source": "/workspace/documents/01_sequences/002_sbp-082-02_01_sequences.txt", + "reason": "SBP-082-02 qualifies for consent-safe sequence remediation because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8008230001", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-082-05_03_contacts.eml", + "deadline": "2026-09-08", + "field": "Status", + "gong_evidence_id": "GE-082-05", + "id": "CHG-082-03", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-082-05", + "primary_source": "/workspace/documents/01_sequences/005_sbp-082-05_01_sequences.eml", + "reason": "SBP-082-05 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "00vSB082000004", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-082-06_03_contacts.xml", + "deadline": "2026-09-09", + "field": "sequence_status", + "gong_evidence_id": "GE-082-06", + "id": "CHG-082-04", + "object_type": "contacts", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-082-06", + "primary_source": "/workspace/documents/01_sequences/006_sbp-082-06_01_sequences.xml", + "reason": "SBP-082-06 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8008230005", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-082-07_03_contacts.html", + "deadline": "2026-09-04", + "field": "Status", + "gong_evidence_id": "GE-082-07", + "id": "CHG-082-05", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-082-07", + "primary_source": "/workspace/documents/01_sequences/007_sbp-082-07_01_sequences.html", + "reason": "SBP-082-07 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "00vSB082000006", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-082-08_03_contacts.md", + "deadline": "2026-09-05", + "field": "sequence_status", + "gong_evidence_id": "GE-082-08", + "id": "CHG-082-06", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-082-08", + "primary_source": "/workspace/documents/01_sequences/008_sbp-082-08_01_sequences.md", + "reason": "SBP-082-08 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8008230007", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/025_sbp-082-09_04_consent.md", + "deadline": "2026-09-06", + "field": "Status", + "gong_evidence_id": "GE-082-09", + "id": "CHG-082-07", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-082-09", + "primary_source": "/workspace/documents/02_enrollments/009_sbp-082-09_02_enrollments.md", + "reason": "SBP-082-09 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00vSB082000008", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/027_sbp-082-11_04_consent.json", + "deadline": "2026-09-08", + "field": "sequence_status", + "gong_evidence_id": "GE-082-11", + "id": "CHG-082-08", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-082-11", + "primary_source": "/workspace/documents/02_enrollments/011_sbp-082-11_02_enrollments.json", + "reason": "SBP-082-11 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8008230010", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/028_sbp-082-12_04_consent.csv", + "deadline": "2026-09-09", + "field": "Status", + "gong_evidence_id": "GE-082-12", + "id": "CHG-082-09", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-082-12", + "primary_source": "/workspace/documents/02_enrollments/012_sbp-082-12_02_enrollments.csv", + "reason": "SBP-082-12 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.", + "record_id": "00vSB082000011", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/029_sbp-082-13_04_consent.eml", + "deadline": "2026-09-04", + "field": "sequence_status", + "gong_evidence_id": "GE-082-13", + "id": "CHG-082-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-082-13", + "primary_source": "/workspace/documents/02_enrollments/013_sbp-082-13_02_enrollments.eml", + "reason": "SBP-082-13 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8008230012", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/030_sbp-082-14_04_consent.xml", + "deadline": "2026-09-05", + "field": "Status", + "gong_evidence_id": "GE-082-14", + "id": "CHG-082-11", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-082-14", + "primary_source": "/workspace/documents/02_enrollments/014_sbp-082-14_02_enrollments.xml", + "reason": "SBP-082-14 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "00vSB082000013", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/032_sbp-082-16_04_consent.md", + "deadline": "2026-09-07", + "field": "sequence_status", + "gong_evidence_id": "GE-082-16", + "id": "CHG-082-12", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-082-16", + "primary_source": "/workspace/documents/02_enrollments/016_sbp-082-16_02_enrollments.md", + "reason": "SBP-082-16 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8008230015", + "system": "hubspot" + } + ], + "company": "Violet Commerce", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-082-violet-suppression-sync", + "title": "Violet suppression-list reconciliation" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Violet Commerce", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "commerce platform", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "sequence-compliance" + }, + "prompt": "# Violet suppression-list reconciliation\n\nYou are supporting Marketing Systems Director at Violet Commerce, a synthetic commerce platform company operating in North America. The review period is 2026-Q4; use 2026-09-01 as the fixed as-of date.\n\nBusiness situation: Global and portal-specific suppressions drifted across HubSpot and Salesforce campaigns. Apply the strictest current status without suppressing transactional contacts outside scope.\n\nComplete a portfolio-scale sequence, consent, deliverability, and activity compliance. The evidence room contains exactly 96 records in twelve workstreams: 01_sequences, 02_enrollments, 03_contacts, 04_consent, 05_suppressions, 06_email_events, 07_domains, 08_salesforce_campaigns, 09_hubspot_workflows, 10_regional_policy, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-082-violet-suppression-sync`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-082-violet-suppression-sync", + "task_name": "Violet suppression-list reconciliation", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-087-bluebell-reply-stop.json b/tasks/sb100-087-bluebell-reply-stop.json new file mode 100644 index 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replies failed to stop follow-up steps in one integration window. Cancel remaining enrollments, create response tasks where appropriate, and avoid reopening completed work.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-087-01 — SBP-087-02\n\nSystem: salesforce; object: CampaignMember; record: 00vSB087000001; field: Status.\nChanged Sent to Removed - Compliance. SBP-087-02 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/002_sbp-087-02_01_sequences.txt and /workspace/documents/03_contacts/018_sbp-087-02_03_contacts.txt; Gong insight GE-087-02.\nOwner: Maya Chen; deadline: 2026-09-10.\n\n### CHG-087-02 — SBP-087-03\n\nSystem: hubspot; object: contacts; record: 8008730002; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-087-03 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/003_sbp-087-03_01_sequences.json and /workspace/documents/03_contacts/019_sbp-087-03_03_contacts.json; Gong insight GE-087-03.\nOwner: Jon Bell; deadline: 2026-09-11.\n\n### CHG-087-03 — SBP-087-04\n\nSystem: salesforce; object: CampaignMember; record: 00vSB087000003; field: Status.\nChanged Sent to Removed - Compliance. SBP-087-04 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/004_sbp-087-04_01_sequences.csv and /workspace/documents/03_contacts/020_sbp-087-04_03_contacts.csv; Gong insight GE-087-04.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-087-04 — SBP-087-05\n\nSystem: hubspot; object: contacts; record: 8008730004; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-087-05 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/005_sbp-087-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-087-05_03_contacts.eml; Gong insight GE-087-05.\nOwner: Luis Ortega; deadline: 2026-09-13.\n\n### CHG-087-05 — SBP-087-06\n\nSystem: salesforce; object: CampaignMember; record: 00vSB087000005; field: Status.\nChanged Sent to Removed - Compliance. SBP-087-06 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/006_sbp-087-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-087-06_03_contacts.xml; Gong insight GE-087-06.\nOwner: Amina Yusuf; deadline: 2026-09-14.\n\n### CHG-087-06 — SBP-087-07\n\nSystem: hubspot; object: contacts; record: 8008730006; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-087-07 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/007_sbp-087-07_01_sequences.html and /workspace/documents/03_contacts/023_sbp-087-07_03_contacts.html; Gong insight GE-087-07.\nOwner: Theo Martin; deadline: 2026-09-09.\n\n### CHG-087-07 — SBP-087-08\n\nSystem: salesforce; object: CampaignMember; record: 00vSB087000007; field: Status.\nChanged Sent to Removed - Compliance. SBP-087-08 qualifies for consent-safe sequence remediation because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/008_sbp-087-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-087-08_03_contacts.md; Gong insight GE-087-08.\nOwner: Nora Kim; deadline: 2026-09-10.\n\n### CHG-087-08 — SBP-087-10\n\nSystem: hubspot; object: contacts; record: 8008730009; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-087-10 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/010_sbp-087-10_02_enrollments.txt and /workspace/documents/04_consent/026_sbp-087-10_04_consent.txt; Gong insight GE-087-10.\nOwner: Maya Chen; deadline: 2026-09-12.\n\n### CHG-087-09 — SBP-087-11\n\nSystem: salesforce; object: CampaignMember; record: 00vSB087000010; field: Status.\nChanged Sent to Removed - Compliance. SBP-087-11 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/011_sbp-087-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-087-11_04_consent.json; Gong insight GE-087-11.\nOwner: Jon Bell; deadline: 2026-09-13.\n\n### CHG-087-10 — SBP-087-12\n\nSystem: hubspot; object: contacts; record: 8008730011; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-087-12 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/012_sbp-087-12_02_enrollments.csv and /workspace/documents/04_consent/028_sbp-087-12_04_consent.csv; Gong insight GE-087-12.\nOwner: Priya Raman; deadline: 2026-09-14.\n\n### CHG-087-11 — SBP-087-14\n\nSystem: salesforce; object: CampaignMember; record: 00vSB087000013; field: Status.\nChanged Sent to Removed - Compliance. SBP-087-14 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/014_sbp-087-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-087-14_04_consent.xml; Gong insight GE-087-14.\nOwner: Amina Yusuf; deadline: 2026-09-10.\n\n### CHG-087-12 — SBP-087-15\n\nSystem: hubspot; object: contacts; record: 8008730014; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-087-15 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/015_sbp-087-15_02_enrollments.html and /workspace/documents/04_consent/031_sbp-087-15_04_consent.html; Gong insight GE-087-15.\nOwner: Theo Martin; deadline: 2026-09-11.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-06", + "changes": [ + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-087-02_03_contacts.txt", + "deadline": "2026-09-10", + "field": "Status", + "gong_evidence_id": "GE-087-02", + "id": "CHG-087-01", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-087-02", + "primary_source": "/workspace/documents/01_sequences/002_sbp-087-02_01_sequences.txt", + "reason": "SBP-087-02 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "00vSB087000001", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-087-03_03_contacts.json", + "deadline": "2026-09-11", + "field": "sequence_status", + "gong_evidence_id": "GE-087-03", + "id": "CHG-087-02", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-087-03", + "primary_source": "/workspace/documents/01_sequences/003_sbp-087-03_01_sequences.json", + "reason": "SBP-087-03 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "8008730002", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-087-04_03_contacts.csv", + "deadline": "2026-09-12", + "field": "Status", + "gong_evidence_id": "GE-087-04", + "id": "CHG-087-03", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-087-04", + "primary_source": "/workspace/documents/01_sequences/004_sbp-087-04_01_sequences.csv", + "reason": "SBP-087-04 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "00vSB087000003", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-087-05_03_contacts.eml", + "deadline": "2026-09-13", + "field": "sequence_status", + "gong_evidence_id": "GE-087-05", + "id": "CHG-087-04", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-087-05", + "primary_source": "/workspace/documents/01_sequences/005_sbp-087-05_01_sequences.eml", + "reason": "SBP-087-05 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8008730004", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-087-06_03_contacts.xml", + "deadline": "2026-09-14", + "field": "Status", + "gong_evidence_id": "GE-087-06", + "id": "CHG-087-05", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-087-06", + "primary_source": "/workspace/documents/01_sequences/006_sbp-087-06_01_sequences.xml", + "reason": "SBP-087-06 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "00vSB087000005", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-087-07_03_contacts.html", + "deadline": "2026-09-09", + "field": "sequence_status", + "gong_evidence_id": "GE-087-07", + "id": "CHG-087-06", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-087-07", + "primary_source": "/workspace/documents/01_sequences/007_sbp-087-07_01_sequences.html", + "reason": "SBP-087-07 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8008730006", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-087-08_03_contacts.md", + "deadline": "2026-09-10", + "field": "Status", + "gong_evidence_id": "GE-087-08", + "id": "CHG-087-07", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-087-08", + "primary_source": "/workspace/documents/01_sequences/008_sbp-087-08_01_sequences.md", + "reason": "SBP-087-08 qualifies for consent-safe sequence remediation because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "00vSB087000007", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/026_sbp-087-10_04_consent.txt", + "deadline": "2026-09-12", + "field": "sequence_status", + "gong_evidence_id": "GE-087-10", + "id": "CHG-087-08", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-087-10", + "primary_source": "/workspace/documents/02_enrollments/010_sbp-087-10_02_enrollments.txt", + "reason": "SBP-087-10 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8008730009", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/027_sbp-087-11_04_consent.json", + "deadline": "2026-09-13", + "field": "Status", + "gong_evidence_id": "GE-087-11", + "id": "CHG-087-09", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-087-11", + "primary_source": "/workspace/documents/02_enrollments/011_sbp-087-11_02_enrollments.json", + "reason": "SBP-087-11 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.", + "record_id": "00vSB087000010", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/028_sbp-087-12_04_consent.csv", + "deadline": "2026-09-14", + "field": "sequence_status", + "gong_evidence_id": "GE-087-12", + "id": "CHG-087-10", + "object_type": "contacts", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-087-12", + "primary_source": "/workspace/documents/02_enrollments/012_sbp-087-12_02_enrollments.csv", + "reason": "SBP-087-12 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8008730011", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/030_sbp-087-14_04_consent.xml", + "deadline": "2026-09-10", + "field": "Status", + "gong_evidence_id": "GE-087-14", + "id": "CHG-087-11", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-087-14", + "primary_source": "/workspace/documents/02_enrollments/014_sbp-087-14_02_enrollments.xml", + "reason": "SBP-087-14 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "00vSB087000013", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/031_sbp-087-15_04_consent.html", + "deadline": "2026-09-11", + "field": "sequence_status", + "gong_evidence_id": "GE-087-15", + "id": "CHG-087-12", + "object_type": "contacts", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-087-15", + "primary_source": "/workspace/documents/02_enrollments/015_sbp-087-15_02_enrollments.html", + "reason": "SBP-087-15 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8008730014", + "system": "hubspot" + } + ], + "company": "Bluebell Productivity", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-087-bluebell-reply-stop", + "title": "Bluebell reply-stop enforcement" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Bluebell Productivity", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "productivity software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "sequence-compliance" + }, + "prompt": "# Bluebell reply-stop enforcement\n\nYou are supporting Sales Automation Manager at Bluebell Productivity, a synthetic productivity software company operating in Global. The review period is 2026-Q3; use 2026-09-06 as the fixed as-of date.\n\nBusiness situation: Positive and negative replies failed to stop follow-up steps in one integration window. Cancel remaining enrollments, create response tasks where appropriate, and avoid reopening completed work.\n\nComplete a portfolio-scale sequence, consent, deliverability, and activity compliance. The evidence room contains exactly 96 records in twelve workstreams: 01_sequences, 02_enrollments, 03_contacts, 04_consent, 05_suppressions, 06_email_events, 07_domains, 08_salesforce_campaigns, 09_hubspot_workflows, 10_regional_policy, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-087-bluebell-reply-stop`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-087-bluebell-reply-stop", + "task_name": "Bluebell reply-stop enforcement", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-089-dahlia-role-account.json b/tasks/sb100-089-dahlia-role-account.json new file mode 100644 index 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"task_files/sb100-089-dahlia-role-account/11_exceptions/088_sbp-089-08_11_exceptions.md", + "task_files/sb100-089-dahlia-role-account/12_deliverables/089_sbp-089-09_12_deliverables.md", + "task_files/sb100-089-dahlia-role-account/12_deliverables/090_sbp-089-10_12_deliverables.txt", + "task_files/sb100-089-dahlia-role-account/12_deliverables/091_sbp-089-11_12_deliverables.json", + "task_files/sb100-089-dahlia-role-account/12_deliverables/092_sbp-089-12_12_deliverables.csv", + "task_files/sb100-089-dahlia-role-account/12_deliverables/093_sbp-089-13_12_deliverables.eml", + "task_files/sb100-089-dahlia-role-account/12_deliverables/094_sbp-089-14_12_deliverables.xml", + "task_files/sb100-089-dahlia-role-account/12_deliverables/095_sbp-089-15_12_deliverables.html", + "task_files/sb100-089-dahlia-role-account/12_deliverables/096_sbp-089-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Dahlia role-account outreach guard\n\n## Executive assessment\n\nGeneric role accounts and personal buyers were mixed during enrichment. Remove non-person mailboxes and duplicates while retaining valid opted-in individuals.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-089-01 — SBP-089-02\n\nSystem: salesforce; object: CampaignMember; record: 00vSB089000001; field: Status.\nChanged Sent to Removed - Compliance. SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/002_sbp-089-02_01_sequences.txt and /workspace/documents/03_contacts/018_sbp-089-02_03_contacts.txt; Gong insight GE-089-02.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-089-02 — SBP-089-03\n\nSystem: hubspot; object: contacts; record: 8008930002; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/003_sbp-089-03_01_sequences.json and /workspace/documents/03_contacts/019_sbp-089-03_03_contacts.json; Gong insight GE-089-03.\nOwner: Luis Ortega; deadline: 2026-09-13.\n\n### CHG-089-03 — SBP-089-05\n\nSystem: salesforce; object: CampaignMember; record: 00vSB089000004; field: Status.\nChanged Sent to Removed - Compliance. SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/005_sbp-089-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-089-05_03_contacts.eml; Gong insight GE-089-05.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-089-04 — SBP-089-06\n\nSystem: hubspot; object: contacts; record: 8008930005; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/006_sbp-089-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-089-06_03_contacts.xml; Gong insight GE-089-06.\nOwner: Nora Kim; deadline: 2026-09-16.\n\n### CHG-089-05 — SBP-089-07\n\nSystem: salesforce; object: CampaignMember; record: 00vSB089000006; field: Status.\nChanged Sent to Removed - Compliance. SBP-089-07 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/007_sbp-089-07_01_sequences.html and /workspace/documents/03_contacts/023_sbp-089-07_03_contacts.html; Gong insight GE-089-07.\nOwner: Elena Rossi; deadline: 2026-09-11.\n\n### CHG-089-06 — SBP-089-08\n\nSystem: hubspot; object: contacts; record: 8008930007; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_sequences/008_sbp-089-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-089-08_03_contacts.md; Gong insight GE-089-08.\nOwner: Maya Chen; deadline: 2026-09-12.\n\n### CHG-089-07 — SBP-089-09\n\nSystem: salesforce; object: CampaignMember; record: 00vSB089000008; field: Status.\nChanged Sent to Removed - Compliance. SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/009_sbp-089-09_02_enrollments.md and /workspace/documents/04_consent/025_sbp-089-09_04_consent.md; Gong insight GE-089-09.\nOwner: Jon Bell; deadline: 2026-09-13.\n\n### CHG-089-08 — SBP-089-11\n\nSystem: hubspot; object: contacts; record: 8008930010; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/011_sbp-089-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-089-11_04_consent.json; Gong insight GE-089-11.\nOwner: Luis Ortega; deadline: 2026-09-15.\n\n### CHG-089-09 — SBP-089-13\n\nSystem: salesforce; object: CampaignMember; record: 00vSB089000012; field: Status.\nChanged Sent to Removed - Compliance. SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/013_sbp-089-13_02_enrollments.eml and /workspace/documents/04_consent/029_sbp-089-13_04_consent.eml; Gong insight GE-089-13.\nOwner: Theo Martin; deadline: 2026-09-11.\n\n### CHG-089-10 — SBP-089-14\n\nSystem: hubspot; object: contacts; record: 8008930013; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/014_sbp-089-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-089-14_04_consent.xml; Gong insight GE-089-14.\nOwner: Nora Kim; deadline: 2026-09-12.\n\n### CHG-089-11 — SBP-089-15\n\nSystem: salesforce; object: CampaignMember; record: 00vSB089000014; field: Status.\nChanged Sent to Removed - Compliance. SBP-089-15 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/015_sbp-089-15_02_enrollments.html and /workspace/documents/04_consent/031_sbp-089-15_04_consent.html; Gong insight GE-089-15.\nOwner: Elena Rossi; deadline: 2026-09-13.\n\n### CHG-089-12 — SBP-089-16\n\nSystem: hubspot; object: contacts; record: 8008930015; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_enrollments/016_sbp-089-16_02_enrollments.md and /workspace/documents/04_consent/032_sbp-089-16_04_consent.md; Gong insight GE-089-16.\nOwner: Maya Chen; deadline: 2026-09-14.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-08", + "changes": [ + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/018_sbp-089-02_03_contacts.txt", + "deadline": "2026-09-12", + "field": "Status", + "gong_evidence_id": "GE-089-02", + "id": "CHG-089-01", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-089-02", + "primary_source": "/workspace/documents/01_sequences/002_sbp-089-02_01_sequences.txt", + "reason": "SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "00vSB089000001", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-089-03_03_contacts.json", + "deadline": "2026-09-13", + "field": "sequence_status", + "gong_evidence_id": "GE-089-03", + "id": "CHG-089-02", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-089-03", + "primary_source": "/workspace/documents/01_sequences/003_sbp-089-03_01_sequences.json", + "reason": "SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8008930002", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-089-05_03_contacts.eml", + "deadline": "2026-09-15", + "field": "Status", + "gong_evidence_id": "GE-089-05", + "id": "CHG-089-03", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-089-05", + "primary_source": "/workspace/documents/01_sequences/005_sbp-089-05_01_sequences.eml", + "reason": "SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00vSB089000004", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-089-06_03_contacts.xml", + "deadline": "2026-09-16", + "field": "sequence_status", + "gong_evidence_id": "GE-089-06", + "id": "CHG-089-04", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-089-06", + "primary_source": "/workspace/documents/01_sequences/006_sbp-089-06_01_sequences.xml", + "reason": "SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8008930005", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/023_sbp-089-07_03_contacts.html", + "deadline": "2026-09-11", + "field": "Status", + "gong_evidence_id": "GE-089-07", + "id": "CHG-089-05", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-089-07", + "primary_source": "/workspace/documents/01_sequences/007_sbp-089-07_01_sequences.html", + "reason": "SBP-089-07 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00vSB089000006", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-089-08_03_contacts.md", + "deadline": "2026-09-12", + "field": "sequence_status", + "gong_evidence_id": "GE-089-08", + "id": "CHG-089-06", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-089-08", + "primary_source": "/workspace/documents/01_sequences/008_sbp-089-08_01_sequences.md", + "reason": "SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8008930007", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/025_sbp-089-09_04_consent.md", + "deadline": "2026-09-13", + "field": "Status", + "gong_evidence_id": "GE-089-09", + "id": "CHG-089-07", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-089-09", + "primary_source": "/workspace/documents/02_enrollments/009_sbp-089-09_02_enrollments.md", + "reason": "SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "00vSB089000008", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/027_sbp-089-11_04_consent.json", + "deadline": "2026-09-15", + "field": "sequence_status", + "gong_evidence_id": "GE-089-11", + "id": "CHG-089-08", + "object_type": "contacts", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-089-11", + "primary_source": "/workspace/documents/02_enrollments/011_sbp-089-11_02_enrollments.json", + "reason": "SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8008930010", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/029_sbp-089-13_04_consent.eml", + "deadline": "2026-09-11", + "field": "Status", + "gong_evidence_id": "GE-089-13", + "id": "CHG-089-09", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-089-13", + "primary_source": "/workspace/documents/02_enrollments/013_sbp-089-13_02_enrollments.eml", + "reason": "SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "00vSB089000012", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/030_sbp-089-14_04_consent.xml", + "deadline": "2026-09-12", + "field": "sequence_status", + "gong_evidence_id": "GE-089-14", + "id": "CHG-089-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-089-14", + "primary_source": "/workspace/documents/02_enrollments/014_sbp-089-14_02_enrollments.xml", + "reason": "SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8008930013", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/031_sbp-089-15_04_consent.html", + "deadline": "2026-09-13", + "field": "Status", + "gong_evidence_id": "GE-089-15", + "id": "CHG-089-11", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-089-15", + "primary_source": "/workspace/documents/02_enrollments/015_sbp-089-15_02_enrollments.html", + "reason": "SBP-089-15 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "00vSB089000014", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/032_sbp-089-16_04_consent.md", + "deadline": "2026-09-14", + "field": "sequence_status", + "gong_evidence_id": "GE-089-16", + "id": "CHG-089-12", + "object_type": "contacts", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-089-16", + "primary_source": "/workspace/documents/02_enrollments/016_sbp-089-16_02_enrollments.md", + "reason": "SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8008930015", + "system": "hubspot" + } + ], + "company": "Dahlia Procurement", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-089-dahlia-role-account", + "title": "Dahlia role-account outreach guard" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Dahlia Procurement", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "procurement software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "APAC", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "sequence-compliance" + }, + "prompt": "# Dahlia role-account outreach guard\n\nYou are supporting Regional Marketing Operations at Dahlia Procurement, a synthetic procurement software company operating in APAC. The review period is 2026-Q3; use 2026-09-08 as the fixed as-of date.\n\nBusiness situation: Generic role accounts and personal buyers were mixed during enrichment. Remove non-person mailboxes and duplicates while retaining valid opted-in individuals.\n\nComplete a portfolio-scale sequence, consent, deliverability, and activity compliance. The evidence room contains exactly 96 records in twelve workstreams: 01_sequences, 02_enrollments, 03_contacts, 04_consent, 05_suppressions, 06_email_events, 07_domains, 08_salesforce_campaigns, 09_hubspot_workflows, 10_regional_policy, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-089-dahlia-role-account`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-089-dahlia-role-account", + "task_name": "Dahlia role-account outreach guard", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-090-eucalyptus-frequency-cap.json b/tasks/sb100-090-eucalyptus-frequency-cap.json new file mode 100644 index 0000000000000000000000000000000000000000..8b325e7b443e913af3d41a5bdc2b1edda0a18b73 --- /dev/null +++ b/tasks/sb100-090-eucalyptus-frequency-cap.json @@ -0,0 +1,390 @@ +{ + "context_files": [ + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/001_sbp-090-01_01_sequences.md", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/002_sbp-090-02_01_sequences.txt", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/003_sbp-090-03_01_sequences.json", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/004_sbp-090-04_01_sequences.csv", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/005_sbp-090-05_01_sequences.eml", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/006_sbp-090-06_01_sequences.xml", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/007_sbp-090-07_01_sequences.html", + "task_files/sb100-090-eucalyptus-frequency-cap/01_sequences/008_sbp-090-08_01_sequences.md", + 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Stop excess enrollments, preserve the highest-priority active motion, and record conflicts for owner review.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-090-01 — SBP-090-01\n\nSystem: salesforce; object: CampaignMember; record: 00vSB090000000; field: Status.\nChanged Sent to Removed - Compliance. SBP-090-01 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/001_sbp-090-01_01_sequences.md and /workspace/documents/03_contacts/017_sbp-090-01_03_contacts.md; Gong insight GE-090-01.\nOwner: Priya Raman; deadline: 2026-09-12.\n\n### CHG-090-02 — SBP-090-03\n\nSystem: hubspot; object: contacts; record: 8009030002; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-090-03 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/003_sbp-090-03_01_sequences.json and /workspace/documents/03_contacts/019_sbp-090-03_03_contacts.json; Gong insight GE-090-03.\nOwner: Amina Yusuf; deadline: 2026-09-14.\n\n### CHG-090-03 — SBP-090-04\n\nSystem: salesforce; object: CampaignMember; record: 00vSB090000003; field: Status.\nChanged Sent to Removed - Compliance. SBP-090-04 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/004_sbp-090-04_01_sequences.csv and /workspace/documents/03_contacts/020_sbp-090-04_03_contacts.csv; Gong insight GE-090-04.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-090-04 — SBP-090-05\n\nSystem: hubspot; object: contacts; record: 8009030004; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-090-05 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/005_sbp-090-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-090-05_03_contacts.eml; Gong insight GE-090-05.\nOwner: Nora Kim; deadline: 2026-09-16.\n\n### CHG-090-05 — SBP-090-06\n\nSystem: salesforce; object: CampaignMember; record: 00vSB090000005; field: Status.\nChanged Sent to Removed - Compliance. SBP-090-06 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/006_sbp-090-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-090-06_03_contacts.xml; Gong insight GE-090-06.\nOwner: Elena Rossi; deadline: 2026-09-17.\n\n### CHG-090-06 — SBP-090-08\n\nSystem: hubspot; object: contacts; record: 8009030007; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-090-08 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_sequences/008_sbp-090-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-090-08_03_contacts.md; Gong insight GE-090-08.\nOwner: Jon Bell; deadline: 2026-09-13.\n\n### CHG-090-07 — SBP-090-09\n\nSystem: salesforce; object: CampaignMember; record: 00vSB090000008; field: Status.\nChanged Sent to Removed - Compliance. SBP-090-09 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/009_sbp-090-09_02_enrollments.md and /workspace/documents/04_consent/025_sbp-090-09_04_consent.md; Gong insight GE-090-09.\nOwner: Priya Raman; deadline: 2026-09-14.\n\n### CHG-090-08 — SBP-090-11\n\nSystem: hubspot; object: contacts; record: 8009030010; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-090-11 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/011_sbp-090-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-090-11_04_consent.json; Gong insight GE-090-11.\nOwner: Amina Yusuf; deadline: 2026-09-16.\n\n### CHG-090-09 — SBP-090-12\n\nSystem: salesforce; object: CampaignMember; record: 00vSB090000011; field: Status.\nChanged Sent to Removed - Compliance. SBP-090-12 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/012_sbp-090-12_02_enrollments.csv and /workspace/documents/04_consent/028_sbp-090-12_04_consent.csv; Gong insight GE-090-12.\nOwner: Theo Martin; deadline: 2026-09-17.\n\n### CHG-090-10 — SBP-090-13\n\nSystem: hubspot; object: contacts; record: 8009030012; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-090-13 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/013_sbp-090-13_02_enrollments.eml and /workspace/documents/04_consent/029_sbp-090-13_04_consent.eml; Gong insight GE-090-13.\nOwner: Nora Kim; deadline: 2026-09-12.\n\n### CHG-090-11 — SBP-090-14\n\nSystem: salesforce; object: CampaignMember; record: 00vSB090000013; field: Status.\nChanged Sent to Removed - Compliance. SBP-090-14 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/014_sbp-090-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-090-14_04_consent.xml; Gong insight GE-090-14.\nOwner: Elena Rossi; deadline: 2026-09-13.\n\n### CHG-090-12 — SBP-090-16\n\nSystem: hubspot; object: contacts; record: 8009030015; field: sequence_status.\nChanged ACTIVE to PAUSED_COMPLIANCE. SBP-090-16 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_enrollments/016_sbp-090-16_02_enrollments.md and /workspace/documents/04_consent/032_sbp-090-16_04_consent.md; Gong insight GE-090-16.\nOwner: Jon Bell; deadline: 2026-09-15.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-09", + "changes": [ + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/017_sbp-090-01_03_contacts.md", + "deadline": "2026-09-12", + "field": "Status", + "gong_evidence_id": "GE-090-01", + "id": "CHG-090-01", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-090-01", + "primary_source": "/workspace/documents/01_sequences/001_sbp-090-01_01_sequences.md", + "reason": "SBP-090-01 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00vSB090000000", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/019_sbp-090-03_03_contacts.json", + "deadline": "2026-09-14", + "field": "sequence_status", + "gong_evidence_id": "GE-090-03", + "id": "CHG-090-02", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-090-03", + "primary_source": "/workspace/documents/01_sequences/003_sbp-090-03_01_sequences.json", + "reason": "SBP-090-03 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8009030002", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/020_sbp-090-04_03_contacts.csv", + "deadline": "2026-09-15", + "field": "Status", + "gong_evidence_id": "GE-090-04", + "id": "CHG-090-03", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-090-04", + "primary_source": "/workspace/documents/01_sequences/004_sbp-090-04_01_sequences.csv", + "reason": "SBP-090-04 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.", + "record_id": "00vSB090000003", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/021_sbp-090-05_03_contacts.eml", + "deadline": "2026-09-16", + "field": "sequence_status", + "gong_evidence_id": "GE-090-05", + "id": "CHG-090-04", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-090-05", + "primary_source": "/workspace/documents/01_sequences/005_sbp-090-05_01_sequences.eml", + "reason": "SBP-090-05 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8009030004", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/03_contacts/022_sbp-090-06_03_contacts.xml", + "deadline": "2026-09-17", + "field": "Status", + "gong_evidence_id": "GE-090-06", + "id": "CHG-090-05", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-090-06", + "primary_source": "/workspace/documents/01_sequences/006_sbp-090-06_01_sequences.xml", + "reason": "SBP-090-06 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "00vSB090000005", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/03_contacts/024_sbp-090-08_03_contacts.md", + "deadline": "2026-09-13", + "field": "sequence_status", + "gong_evidence_id": "GE-090-08", + "id": "CHG-090-06", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-090-08", + "primary_source": "/workspace/documents/01_sequences/008_sbp-090-08_01_sequences.md", + "reason": "SBP-090-08 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8009030007", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/025_sbp-090-09_04_consent.md", + "deadline": "2026-09-14", + "field": "Status", + "gong_evidence_id": "GE-090-09", + "id": "CHG-090-07", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-090-09", + "primary_source": "/workspace/documents/02_enrollments/009_sbp-090-09_02_enrollments.md", + "reason": "SBP-090-09 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "00vSB090000008", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/027_sbp-090-11_04_consent.json", + "deadline": "2026-09-16", + "field": "sequence_status", + "gong_evidence_id": "GE-090-11", + "id": "CHG-090-08", + "object_type": "contacts", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-090-11", + "primary_source": "/workspace/documents/02_enrollments/011_sbp-090-11_02_enrollments.json", + "reason": "SBP-090-11 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8009030010", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/028_sbp-090-12_04_consent.csv", + "deadline": "2026-09-17", + "field": "Status", + "gong_evidence_id": "GE-090-12", + "id": "CHG-090-09", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-090-12", + "primary_source": "/workspace/documents/02_enrollments/012_sbp-090-12_02_enrollments.csv", + "reason": "SBP-090-12 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.", + "record_id": "00vSB090000011", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/029_sbp-090-13_04_consent.eml", + "deadline": "2026-09-12", + "field": "sequence_status", + "gong_evidence_id": "GE-090-13", + "id": "CHG-090-10", + "object_type": "contacts", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-090-13", + "primary_source": "/workspace/documents/02_enrollments/013_sbp-090-13_02_enrollments.eml", + "reason": "SBP-090-13 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8009030012", + "system": "hubspot" + }, + { + "after": "Removed - Compliance", + "before": "Sent", + "corroborating_source": "/workspace/documents/04_consent/030_sbp-090-14_04_consent.xml", + "deadline": "2026-09-13", + "field": "Status", + "gong_evidence_id": "GE-090-14", + "id": "CHG-090-11", + "object_type": "CampaignMember", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-090-14", + "primary_source": "/workspace/documents/02_enrollments/014_sbp-090-14_02_enrollments.xml", + "reason": "SBP-090-14 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "00vSB090000013", + "system": "salesforce" + }, + { + "after": "PAUSED_COMPLIANCE", + "before": "ACTIVE", + "corroborating_source": "/workspace/documents/04_consent/032_sbp-090-16_04_consent.md", + "deadline": "2026-09-15", + "field": "sequence_status", + "gong_evidence_id": "GE-090-16", + "id": "CHG-090-12", + "object_type": "contacts", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-090-16", + "primary_source": "/workspace/documents/02_enrollments/016_sbp-090-16_02_enrollments.md", + "reason": "SBP-090-16 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8009030015", + "system": "hubspot" + } + ], + "company": "Eucalyptus Cloud Cost", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-090-eucalyptus-frequency-cap", + "title": "Eucalyptus frequency-cap audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Eucalyptus Cloud Cost", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "cloud management", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "sequence-compliance" + }, + "prompt": "# Eucalyptus frequency-cap audit\n\nYou are supporting Lifecycle Operations VP at Eucalyptus Cloud Cost, a synthetic cloud management company operating in North America. The review period is 2026-Q4; use 2026-09-09 as the fixed as-of date.\n\nBusiness situation: Multiple teams contacted the same people above the documented weekly cap. Stop excess enrollments, preserve the highest-priority active motion, and record conflicts for owner review.\n\nComplete a portfolio-scale sequence, consent, deliverability, and activity compliance. The evidence room contains exactly 96 records in twelve workstreams: 01_sequences, 02_enrollments, 03_contacts, 04_consent, 05_suppressions, 06_email_events, 07_domains, 08_salesforce_campaigns, 09_hubspot_workflows, 10_regional_policy, 11_exceptions, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-090-eucalyptus-frequency-cap`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-090-eucalyptus-frequency-cap", + "task_name": "Eucalyptus frequency-cap audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-091-fjord-phase-one-cutover.json b/tasks/sb100-091-fjord-phase-one-cutover.json new file mode 100644 index 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Resolve deterministic mapping errors and quarantine rows with no approved source key.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-091-01 — SBP-091-01\n\nSystem: salesforce; object: Opportunity; record: 006SB091000000; field: HubSpot_Deal_ID__c.\nChanged to 8009120000. SBP-091-01 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-091-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-091-01_03_hubspot_extract.md; Gong insight GE-091-01.\nOwner: Luis Ortega; deadline: 2026-09-13.\n\n### CHG-091-02 — SBP-091-03\n\nSystem: hubspot; object: deals; record: 8009120002; field: salesforce_opportunity_id.\nChanged to 006SB091000002. SBP-091-03 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/003_sbp-091-03_01_cutover_plan.json and /workspace/documents/03_hubspot_extract/019_sbp-091-03_03_hubspot_extract.json; Gong insight GE-091-03.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-091-03 — SBP-091-04\n\nSystem: salesforce; object: Opportunity; record: 006SB091000003; field: HubSpot_Deal_ID__c.\nChanged to 8009120003. SBP-091-04 qualifies for post-cutover exception resolution because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/004_sbp-091-04_01_cutover_plan.csv and /workspace/documents/03_hubspot_extract/020_sbp-091-04_03_hubspot_extract.csv; Gong insight GE-091-04.\nOwner: Nora Kim; deadline: 2026-09-16.\n\n### CHG-091-04 — SBP-091-06\n\nSystem: hubspot; object: deals; record: 8009120005; field: salesforce_opportunity_id.\nChanged to 006SB091000005. SBP-091-06 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/006_sbp-091-06_01_cutover_plan.xml and /workspace/documents/03_hubspot_extract/022_sbp-091-06_03_hubspot_extract.xml; Gong insight GE-091-06.\nOwner: Maya Chen; deadline: 2026-09-18.\n\n### CHG-091-05 — SBP-091-07\n\nSystem: salesforce; object: Opportunity; record: 006SB091000006; field: HubSpot_Deal_ID__c.\nChanged to 8009120006. SBP-091-07 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-091-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-091-07_03_hubspot_extract.html; Gong insight GE-091-07.\nOwner: Jon Bell; deadline: 2026-09-13.\n\n### CHG-091-06 — SBP-091-08\n\nSystem: hubspot; object: deals; record: 8009120007; field: salesforce_opportunity_id.\nChanged to 006SB091000007. SBP-091-08 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-091-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-091-08_03_hubspot_extract.md; Gong insight GE-091-08.\nOwner: Priya Raman; deadline: 2026-09-14.\n\n### CHG-091-07 — SBP-091-09\n\nSystem: salesforce; object: Opportunity; record: 006SB091000008; field: HubSpot_Deal_ID__c.\nChanged to 8009120008. SBP-091-09 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/009_sbp-091-09_02_salesforce_extract.md and /workspace/documents/04_field_mapping/025_sbp-091-09_04_field_mapping.md; Gong insight GE-091-09.\nOwner: Luis Ortega; deadline: 2026-09-15.\n\n### CHG-091-08 — SBP-091-10\n\nSystem: hubspot; object: deals; record: 8009120009; field: salesforce_opportunity_id.\nChanged to 006SB091000009. SBP-091-10 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/010_sbp-091-10_02_salesforce_extract.txt and /workspace/documents/04_field_mapping/026_sbp-091-10_04_field_mapping.txt; Gong insight GE-091-10.\nOwner: Amina Yusuf; deadline: 2026-09-16.\n\n### CHG-091-09 — SBP-091-11\n\nSystem: salesforce; object: Opportunity; record: 006SB091000010; field: HubSpot_Deal_ID__c.\nChanged to 8009120010. SBP-091-11 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/011_sbp-091-11_02_salesforce_extract.json and /workspace/documents/04_field_mapping/027_sbp-091-11_04_field_mapping.json; Gong insight GE-091-11.\nOwner: Theo Martin; deadline: 2026-09-17.\n\n### CHG-091-10 — SBP-091-12\n\nSystem: hubspot; object: deals; record: 8009120011; field: salesforce_opportunity_id.\nChanged to 006SB091000011. SBP-091-12 qualifies for post-cutover exception resolution because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-091-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-091-12_04_field_mapping.csv; Gong insight GE-091-12.\nOwner: Nora Kim; deadline: 2026-09-18.\n\n### CHG-091-11 — SBP-091-13\n\nSystem: salesforce; object: Opportunity; record: 006SB091000012; field: HubSpot_Deal_ID__c.\nChanged to 8009120012. SBP-091-13 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-091-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-091-13_04_field_mapping.eml; Gong insight GE-091-13.\nOwner: Elena Rossi; deadline: 2026-09-13.\n\n### CHG-091-12 — SBP-091-15\n\nSystem: hubspot; object: deals; record: 8009120014; field: salesforce_opportunity_id.\nChanged to 006SB091000014. SBP-091-15 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/015_sbp-091-15_02_salesforce_extract.html and /workspace/documents/04_field_mapping/031_sbp-091-15_04_field_mapping.html; Gong insight GE-091-15.\nOwner: Jon Bell; deadline: 2026-09-15.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-10", + "changes": [ + { + "after": "8009120000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-091-01_03_hubspot_extract.md", + "deadline": "2026-09-13", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-091-01", + "id": "CHG-091-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-091-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-091-01_01_cutover_plan.md", + "reason": "SBP-091-01 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB091000000", + "system": "salesforce" + }, + { + "after": "006SB091000002", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/019_sbp-091-03_03_hubspot_extract.json", + "deadline": "2026-09-15", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-091-03", + "id": "CHG-091-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-091-03", + "primary_source": "/workspace/documents/01_cutover_plan/003_sbp-091-03_01_cutover_plan.json", + "reason": "SBP-091-03 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8009120002", + "system": "hubspot" + }, + { + "after": "8009120003", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/020_sbp-091-04_03_hubspot_extract.csv", + "deadline": "2026-09-16", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-091-04", + "id": "CHG-091-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-091-04", + "primary_source": "/workspace/documents/01_cutover_plan/004_sbp-091-04_01_cutover_plan.csv", + "reason": "SBP-091-04 qualifies for post-cutover exception resolution because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB091000003", + "system": "salesforce" + }, + { + "after": "006SB091000005", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/022_sbp-091-06_03_hubspot_extract.xml", + "deadline": "2026-09-18", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-091-06", + "id": "CHG-091-04", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-091-06", + "primary_source": "/workspace/documents/01_cutover_plan/006_sbp-091-06_01_cutover_plan.xml", + "reason": "SBP-091-06 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8009120005", + "system": "hubspot" + }, + { + "after": "8009120006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-091-07_03_hubspot_extract.html", + "deadline": "2026-09-13", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-091-07", + "id": "CHG-091-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-091-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-091-07_01_cutover_plan.html", + "reason": "SBP-091-07 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.", + "record_id": "006SB091000006", + "system": "salesforce" + }, + { + "after": "006SB091000007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-091-08_03_hubspot_extract.md", + "deadline": "2026-09-14", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-091-08", + "id": "CHG-091-06", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-091-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-091-08_01_cutover_plan.md", + "reason": "SBP-091-08 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "8009120007", + "system": "hubspot" + }, + { + "after": "8009120008", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/025_sbp-091-09_04_field_mapping.md", + "deadline": "2026-09-15", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-091-09", + "id": "CHG-091-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-091-09", + "primary_source": "/workspace/documents/02_salesforce_extract/009_sbp-091-09_02_salesforce_extract.md", + "reason": "SBP-091-09 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB091000008", + "system": "salesforce" + }, + { + "after": "006SB091000009", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/026_sbp-091-10_04_field_mapping.txt", + "deadline": "2026-09-16", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-091-10", + "id": "CHG-091-08", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-091-10", + "primary_source": "/workspace/documents/02_salesforce_extract/010_sbp-091-10_02_salesforce_extract.txt", + "reason": "SBP-091-10 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8009120009", + "system": "hubspot" + }, + { + "after": "8009120010", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/027_sbp-091-11_04_field_mapping.json", + "deadline": "2026-09-17", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-091-11", + "id": "CHG-091-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-091-11", + "primary_source": "/workspace/documents/02_salesforce_extract/011_sbp-091-11_02_salesforce_extract.json", + "reason": "SBP-091-11 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB091000010", + "system": "salesforce" + }, + { + "after": "006SB091000011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-091-12_04_field_mapping.csv", + "deadline": "2026-09-18", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-091-12", + "id": "CHG-091-10", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-091-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-091-12_02_salesforce_extract.csv", + "reason": "SBP-091-12 qualifies for post-cutover exception resolution because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8009120011", + "system": "hubspot" + }, + { + "after": "8009120012", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/029_sbp-091-13_04_field_mapping.eml", + "deadline": "2026-09-13", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-091-13", + "id": "CHG-091-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-091-13", + "primary_source": "/workspace/documents/02_salesforce_extract/013_sbp-091-13_02_salesforce_extract.eml", + "reason": "SBP-091-13 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "006SB091000012", + "system": "salesforce" + }, + { + "after": "006SB091000014", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/031_sbp-091-15_04_field_mapping.html", + "deadline": "2026-09-15", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-091-15", + "id": "CHG-091-12", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-091-15", + "primary_source": "/workspace/documents/02_salesforce_extract/015_sbp-091-15_02_salesforce_extract.html", + "reason": "SBP-091-15 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.", + "record_id": "8009120014", + "system": "hubspot" + } + ], + "company": "Fjord Risk Platform", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-091-fjord-phase-one-cutover", + "title": "Fjord phase-one CRM cutover audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Fjord Risk Platform", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "risk software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Fjord phase-one CRM cutover audit\n\nYou are supporting Enterprise Applications Director at Fjord Risk Platform, a synthetic risk software company operating in North America. The review period is 2026-Q3; use 2026-09-10 as the fixed as-of date.\n\nBusiness situation: The first migration wave moved accounts and contacts but missed associations and activities. Resolve deterministic mapping errors and quarantine rows with no approved source key.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-091-fjord-phase-one-cutover`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-091-fjord-phase-one-cutover", + "task_name": "Fjord phase-one CRM cutover audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-093-hemlock-owner-migration.json b/tasks/sb100-093-hemlock-owner-migration.json new file mode 100644 index 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Repair active-record ownership from the signed crosswalk while preserving historical owners.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-093-01 — SBP-093-01\n\nSystem: salesforce; object: Opportunity; record: 006SB093000000; field: HubSpot_Deal_ID__c.\nChanged to 8009320000. SBP-093-01 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-093-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-093-01_03_hubspot_extract.md; Gong insight GE-093-01.\nOwner: Theo Martin; deadline: 2026-09-15.\n\n### CHG-093-02 — SBP-093-03\n\nSystem: hubspot; object: deals; record: 8009320002; field: salesforce_opportunity_id.\nChanged to 006SB093000002. SBP-093-03 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/003_sbp-093-03_01_cutover_plan.json and /workspace/documents/03_hubspot_extract/019_sbp-093-03_03_hubspot_extract.json; Gong insight GE-093-03.\nOwner: Elena Rossi; deadline: 2026-09-17.\n\n### CHG-093-03 — SBP-093-04\n\nSystem: salesforce; object: Opportunity; record: 006SB093000003; field: HubSpot_Deal_ID__c.\nChanged to 8009320003. SBP-093-04 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/004_sbp-093-04_01_cutover_plan.csv and /workspace/documents/03_hubspot_extract/020_sbp-093-04_03_hubspot_extract.csv; Gong insight GE-093-04.\nOwner: Maya Chen; deadline: 2026-09-18.\n\n### CHG-093-04 — SBP-093-05\n\nSystem: hubspot; object: deals; record: 8009320004; field: salesforce_opportunity_id.\nChanged to 006SB093000004. SBP-093-05 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/005_sbp-093-05_01_cutover_plan.eml and /workspace/documents/03_hubspot_extract/021_sbp-093-05_03_hubspot_extract.eml; Gong insight GE-093-05.\nOwner: Jon Bell; deadline: 2026-09-19.\n\n### CHG-093-05 — SBP-093-07\n\nSystem: salesforce; object: Opportunity; record: 006SB093000006; field: HubSpot_Deal_ID__c.\nChanged to 8009320006. SBP-093-07 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-093-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-093-07_03_hubspot_extract.html; Gong insight GE-093-07.\nOwner: Luis Ortega; deadline: 2026-09-15.\n\n### CHG-093-06 — SBP-093-08\n\nSystem: hubspot; object: deals; record: 8009320007; field: salesforce_opportunity_id.\nChanged to 006SB093000007. SBP-093-08 qualifies for post-cutover exception resolution because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-093-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-093-08_03_hubspot_extract.md; Gong insight GE-093-08.\nOwner: Amina Yusuf; deadline: 2026-09-16.\n\n### CHG-093-07 — SBP-093-09\n\nSystem: salesforce; object: Opportunity; record: 006SB093000008; field: HubSpot_Deal_ID__c.\nChanged to 8009320008. SBP-093-09 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/009_sbp-093-09_02_salesforce_extract.md and /workspace/documents/04_field_mapping/025_sbp-093-09_04_field_mapping.md; Gong insight GE-093-09.\nOwner: Theo Martin; deadline: 2026-09-17.\n\n### CHG-093-08 — SBP-093-11\n\nSystem: hubspot; object: deals; record: 8009320010; field: salesforce_opportunity_id.\nChanged to 006SB093000010. SBP-093-11 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/011_sbp-093-11_02_salesforce_extract.json and /workspace/documents/04_field_mapping/027_sbp-093-11_04_field_mapping.json; Gong insight GE-093-11.\nOwner: Elena Rossi; deadline: 2026-09-19.\n\n### CHG-093-09 — SBP-093-12\n\nSystem: salesforce; object: Opportunity; record: 006SB093000011; field: HubSpot_Deal_ID__c.\nChanged to 8009320011. SBP-093-12 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-093-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-093-12_04_field_mapping.csv; Gong insight GE-093-12.\nOwner: Maya Chen; deadline: 2026-09-20.\n\n### CHG-093-10 — SBP-093-13\n\nSystem: hubspot; object: deals; record: 8009320012; field: salesforce_opportunity_id.\nChanged to 006SB093000012. SBP-093-13 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-093-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-093-13_04_field_mapping.eml; Gong insight GE-093-13.\nOwner: Jon Bell; deadline: 2026-09-15.\n\n### CHG-093-11 — SBP-093-14\n\nSystem: salesforce; object: Opportunity; record: 006SB093000013; field: HubSpot_Deal_ID__c.\nChanged to 8009320013. SBP-093-14 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/014_sbp-093-14_02_salesforce_extract.xml and /workspace/documents/04_field_mapping/030_sbp-093-14_04_field_mapping.xml; Gong insight GE-093-14.\nOwner: Priya Raman; deadline: 2026-09-16.\n\n### CHG-093-12 — SBP-093-15\n\nSystem: hubspot; object: deals; record: 8009320014; field: salesforce_opportunity_id.\nChanged to 006SB093000014. SBP-093-15 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/015_sbp-093-15_02_salesforce_extract.html and /workspace/documents/04_field_mapping/031_sbp-093-15_04_field_mapping.html; Gong insight GE-093-15.\nOwner: Luis Ortega; deadline: 2026-09-17.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-12", + "changes": [ + { + "after": "8009320000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-093-01_03_hubspot_extract.md", + "deadline": "2026-09-15", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-093-01", + "id": "CHG-093-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-093-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-093-01_01_cutover_plan.md", + "reason": "SBP-093-01 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB093000000", + "system": "salesforce" + }, + { + "after": "006SB093000002", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/019_sbp-093-03_03_hubspot_extract.json", + "deadline": "2026-09-17", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-093-03", + "id": "CHG-093-02", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-093-03", + "primary_source": "/workspace/documents/01_cutover_plan/003_sbp-093-03_01_cutover_plan.json", + "reason": "SBP-093-03 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8009320002", + "system": "hubspot" + }, + { + "after": "8009320003", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/020_sbp-093-04_03_hubspot_extract.csv", + "deadline": "2026-09-18", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-093-04", + "id": "CHG-093-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-093-04", + "primary_source": "/workspace/documents/01_cutover_plan/004_sbp-093-04_01_cutover_plan.csv", + "reason": "SBP-093-04 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB093000003", + "system": "salesforce" + }, + { + "after": "006SB093000004", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/021_sbp-093-05_03_hubspot_extract.eml", + "deadline": "2026-09-19", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-093-05", + "id": "CHG-093-04", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-093-05", + "primary_source": "/workspace/documents/01_cutover_plan/005_sbp-093-05_01_cutover_plan.eml", + "reason": "SBP-093-05 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.", + "record_id": "8009320004", + "system": "hubspot" + }, + { + "after": "8009320006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-093-07_03_hubspot_extract.html", + "deadline": "2026-09-15", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-093-07", + "id": "CHG-093-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-093-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-093-07_01_cutover_plan.html", + "reason": "SBP-093-07 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB093000006", + "system": "salesforce" + }, + { + "after": "006SB093000007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-093-08_03_hubspot_extract.md", + "deadline": "2026-09-16", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-093-08", + "id": "CHG-093-06", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-093-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-093-08_01_cutover_plan.md", + "reason": "SBP-093-08 qualifies for post-cutover exception resolution because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8009320007", + "system": "hubspot" + }, + { + "after": "8009320008", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/025_sbp-093-09_04_field_mapping.md", + "deadline": "2026-09-17", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-093-09", + "id": "CHG-093-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-093-09", + "primary_source": "/workspace/documents/02_salesforce_extract/009_sbp-093-09_02_salesforce_extract.md", + "reason": "SBP-093-09 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB093000008", + "system": "salesforce" + }, + { + "after": "006SB093000010", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/027_sbp-093-11_04_field_mapping.json", + "deadline": "2026-09-19", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-093-11", + "id": "CHG-093-08", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-093-11", + "primary_source": "/workspace/documents/02_salesforce_extract/011_sbp-093-11_02_salesforce_extract.json", + "reason": "SBP-093-11 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8009320010", + "system": "hubspot" + }, + { + "after": "8009320011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-093-12_04_field_mapping.csv", + "deadline": "2026-09-20", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-093-12", + "id": "CHG-093-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-093-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-093-12_02_salesforce_extract.csv", + "reason": "SBP-093-12 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB093000011", + "system": "salesforce" + }, + { + "after": "006SB093000012", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/029_sbp-093-13_04_field_mapping.eml", + "deadline": "2026-09-15", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-093-13", + "id": "CHG-093-10", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-093-13", + "primary_source": "/workspace/documents/02_salesforce_extract/013_sbp-093-13_02_salesforce_extract.eml", + "reason": "SBP-093-13 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.", + "record_id": "8009320012", + "system": "hubspot" + }, + { + "after": "8009320013", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/030_sbp-093-14_04_field_mapping.xml", + "deadline": "2026-09-16", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-093-14", + "id": "CHG-093-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-093-14", + "primary_source": "/workspace/documents/02_salesforce_extract/014_sbp-093-14_02_salesforce_extract.xml", + "reason": "SBP-093-14 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB093000013", + "system": "salesforce" + }, + { + "after": "006SB093000014", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/031_sbp-093-15_04_field_mapping.html", + "deadline": "2026-09-17", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-093-15", + "id": "CHG-093-12", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-093-15", + "primary_source": "/workspace/documents/02_salesforce_extract/015_sbp-093-15_02_salesforce_extract.html", + "reason": "SBP-093-15 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8009320014", + "system": "hubspot" + } + ], + "company": "Hemlock Security Ops", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-093-hemlock-owner-migration", + "title": "Hemlock ownership migration audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Hemlock Security Ops", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "security operations", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Hemlock ownership migration audit\n\nYou are supporting Sales Systems Director at Hemlock Security Ops, a synthetic security operations company operating in EMEA. The review period is 2026-Q3; use 2026-09-12 as the fixed as-of date.\n\nBusiness situation: Team restructuring changed territory and owner IDs during migration. Repair active-record ownership from the signed crosswalk while preserving historical owners.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-093-hemlock-owner-migration`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-093-hemlock-owner-migration", + "task_name": "Hemlock ownership migration audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-094-isotope-activity-counts.json b/tasks/sb100-094-isotope-activity-counts.json new file mode 100644 index 0000000000000000000000000000000000000000..d21b3c7848c2e0be7e288f6c7c15ea3ce7d95439 --- /dev/null +++ b/tasks/sb100-094-isotope-activity-counts.json @@ -0,0 +1,390 @@ +{ + "context_files": [ + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/001_sbp-094-01_01_cutover_plan.md", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/002_sbp-094-02_01_cutover_plan.txt", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/003_sbp-094-03_01_cutover_plan.json", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/004_sbp-094-04_01_cutover_plan.csv", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/005_sbp-094-05_01_cutover_plan.eml", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/006_sbp-094-06_01_cutover_plan.xml", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/007_sbp-094-07_01_cutover_plan.html", + "task_files/sb100-094-isotope-activity-counts/01_cutover_plan/008_sbp-094-08_01_cutover_plan.md", + 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Reconcile allowed counts without importing private content.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-094-01 — SBP-094-01\n\nSystem: salesforce; object: Opportunity; record: 006SB094000000; field: HubSpot_Deal_ID__c.\nChanged to 8009420000. SBP-094-01 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-094-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-094-01_03_hubspot_extract.md; Gong insight GE-094-01.\nOwner: Nora Kim; deadline: 2026-09-16.\n\n### CHG-094-02 — SBP-094-02\n\nSystem: hubspot; object: deals; record: 8009420001; field: salesforce_opportunity_id.\nChanged to 006SB094000001. SBP-094-02 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/002_sbp-094-02_01_cutover_plan.txt and /workspace/documents/03_hubspot_extract/018_sbp-094-02_03_hubspot_extract.txt; Gong insight GE-094-02.\nOwner: Elena Rossi; deadline: 2026-09-17.\n\n### CHG-094-03 — SBP-094-05\n\nSystem: salesforce; object: Opportunity; record: 006SB094000004; field: HubSpot_Deal_ID__c.\nChanged to 8009420004. SBP-094-05 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/005_sbp-094-05_01_cutover_plan.eml and /workspace/documents/03_hubspot_extract/021_sbp-094-05_03_hubspot_extract.eml; Gong insight GE-094-05.\nOwner: Priya Raman; deadline: 2026-09-20.\n\n### CHG-094-04 — SBP-094-06\n\nSystem: hubspot; object: deals; record: 8009420005; field: salesforce_opportunity_id.\nChanged to 006SB094000005. SBP-094-06 qualifies for post-cutover exception resolution because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/006_sbp-094-06_01_cutover_plan.xml and /workspace/documents/03_hubspot_extract/022_sbp-094-06_03_hubspot_extract.xml; Gong insight GE-094-06.\nOwner: Luis Ortega; deadline: 2026-09-21.\n\n### CHG-094-05 — SBP-094-07\n\nSystem: salesforce; object: Opportunity; record: 006SB094000006; field: HubSpot_Deal_ID__c.\nChanged to 8009420006. SBP-094-07 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-094-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-094-07_03_hubspot_extract.html; Gong insight GE-094-07.\nOwner: Amina Yusuf; deadline: 2026-09-16.\n\n### CHG-094-06 — SBP-094-08\n\nSystem: hubspot; object: deals; record: 8009420007; field: salesforce_opportunity_id.\nChanged to 006SB094000007. SBP-094-08 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-094-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-094-08_03_hubspot_extract.md; Gong insight GE-094-08.\nOwner: Theo Martin; deadline: 2026-09-17.\n\n### CHG-094-07 — SBP-094-10\n\nSystem: salesforce; object: Opportunity; record: 006SB094000009; field: HubSpot_Deal_ID__c.\nChanged to 8009420009. SBP-094-10 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/010_sbp-094-10_02_salesforce_extract.txt and /workspace/documents/04_field_mapping/026_sbp-094-10_04_field_mapping.txt; Gong insight GE-094-10.\nOwner: Elena Rossi; deadline: 2026-09-19.\n\n### CHG-094-08 — SBP-094-11\n\nSystem: hubspot; object: deals; record: 8009420010; field: salesforce_opportunity_id.\nChanged to 006SB094000010. SBP-094-11 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/011_sbp-094-11_02_salesforce_extract.json and /workspace/documents/04_field_mapping/027_sbp-094-11_04_field_mapping.json; Gong insight GE-094-11.\nOwner: Maya Chen; deadline: 2026-09-20.\n\n### CHG-094-09 — SBP-094-12\n\nSystem: salesforce; object: Opportunity; record: 006SB094000011; field: HubSpot_Deal_ID__c.\nChanged to 8009420011. SBP-094-12 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-094-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-094-12_04_field_mapping.csv; Gong insight GE-094-12.\nOwner: Jon Bell; deadline: 2026-09-21.\n\n### CHG-094-10 — SBP-094-13\n\nSystem: hubspot; object: deals; record: 8009420012; field: salesforce_opportunity_id.\nChanged to 006SB094000012. SBP-094-13 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-094-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-094-13_04_field_mapping.eml; Gong insight GE-094-13.\nOwner: Priya Raman; deadline: 2026-09-16.\n\n### CHG-094-11 — SBP-094-14\n\nSystem: salesforce; object: Opportunity; record: 006SB094000013; field: HubSpot_Deal_ID__c.\nChanged to 8009420013. SBP-094-14 qualifies for post-cutover exception resolution because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/014_sbp-094-14_02_salesforce_extract.xml and /workspace/documents/04_field_mapping/030_sbp-094-14_04_field_mapping.xml; Gong insight GE-094-14.\nOwner: Luis Ortega; deadline: 2026-09-17.\n\n### CHG-094-12 — SBP-094-15\n\nSystem: hubspot; object: deals; record: 8009420014; field: salesforce_opportunity_id.\nChanged to 006SB094000014. SBP-094-15 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/015_sbp-094-15_02_salesforce_extract.html and /workspace/documents/04_field_mapping/031_sbp-094-15_04_field_mapping.html; Gong insight GE-094-15.\nOwner: Amina Yusuf; deadline: 2026-09-18.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-09-13", + "changes": [ + { + "after": "8009420000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-094-01_03_hubspot_extract.md", + "deadline": "2026-09-16", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-094-01", + "id": "CHG-094-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-094-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-094-01_01_cutover_plan.md", + "reason": "SBP-094-01 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "006SB094000000", + "system": "salesforce" + }, + { + "after": "006SB094000001", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/018_sbp-094-02_03_hubspot_extract.txt", + "deadline": "2026-09-17", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-094-02", + "id": "CHG-094-02", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-094-02", + "primary_source": "/workspace/documents/01_cutover_plan/002_sbp-094-02_01_cutover_plan.txt", + "reason": "SBP-094-02 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8009420001", + "system": "hubspot" + }, + { + "after": "8009420004", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/021_sbp-094-05_03_hubspot_extract.eml", + "deadline": "2026-09-20", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-094-05", + "id": "CHG-094-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-094-05", + "primary_source": "/workspace/documents/01_cutover_plan/005_sbp-094-05_01_cutover_plan.eml", + "reason": "SBP-094-05 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "006SB094000004", + "system": "salesforce" + }, + { + "after": "006SB094000005", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/022_sbp-094-06_03_hubspot_extract.xml", + "deadline": "2026-09-21", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-094-06", + "id": "CHG-094-04", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-094-06", + "primary_source": "/workspace/documents/01_cutover_plan/006_sbp-094-06_01_cutover_plan.xml", + "reason": "SBP-094-06 qualifies for post-cutover exception resolution because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8009420005", + "system": "hubspot" + }, + { + "after": "8009420006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-094-07_03_hubspot_extract.html", + "deadline": "2026-09-16", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-094-07", + "id": "CHG-094-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-094-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-094-07_01_cutover_plan.html", + "reason": "SBP-094-07 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "006SB094000006", + "system": "salesforce" + }, + { + "after": "006SB094000007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-094-08_03_hubspot_extract.md", + "deadline": "2026-09-17", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-094-08", + "id": "CHG-094-06", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-094-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-094-08_01_cutover_plan.md", + "reason": "SBP-094-08 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.", + "record_id": "8009420007", + "system": "hubspot" + }, + { + "after": "8009420009", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/026_sbp-094-10_04_field_mapping.txt", + "deadline": "2026-09-19", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-094-10", + "id": "CHG-094-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-094-10", + "primary_source": "/workspace/documents/02_salesforce_extract/010_sbp-094-10_02_salesforce_extract.txt", + "reason": "SBP-094-10 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; 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apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB094000013", + "system": "salesforce" + }, + { + "after": "006SB094000014", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/031_sbp-094-15_04_field_mapping.html", + "deadline": "2026-09-18", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-094-15", + "id": "CHG-094-12", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-094-15", + "primary_source": "/workspace/documents/02_salesforce_extract/015_sbp-094-15_02_salesforce_extract.html", + "reason": "SBP-094-15 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "8009420014", + "system": "hubspot" + } + ], + "company": "Isotope Research Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-094-isotope-activity-counts", + "title": "Isotope activity-count reconciliation" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Isotope Research Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "research software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Isotope activity-count reconciliation\n\nYou are supporting Data Migration Assurance Lead at Isotope Research Cloud, a synthetic research software company operating in North America. The review period is 2026-Q4; use 2026-09-13 as the fixed as-of date.\n\nBusiness situation: Activity totals differ because archived HubSpot engagements and private Gong calls were handled incorrectly. Reconcile allowed counts without importing private content.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-094-isotope-activity-counts`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-094-isotope-activity-counts", + "task_name": "Isotope activity-count reconciliation", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-096-lagoon-consent-cutover.json b/tasks/sb100-096-lagoon-consent-cutover.json new file mode 100644 index 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"task_files/sb100-096-lagoon-consent-cutover/11_rollbacks/083_sbp-096-03_11_rollbacks.json", + "task_files/sb100-096-lagoon-consent-cutover/11_rollbacks/084_sbp-096-04_11_rollbacks.csv", + "task_files/sb100-096-lagoon-consent-cutover/11_rollbacks/085_sbp-096-05_11_rollbacks.eml", + "task_files/sb100-096-lagoon-consent-cutover/11_rollbacks/086_sbp-096-06_11_rollbacks.xml", + "task_files/sb100-096-lagoon-consent-cutover/11_rollbacks/087_sbp-096-07_11_rollbacks.html", + "task_files/sb100-096-lagoon-consent-cutover/11_rollbacks/088_sbp-096-08_11_rollbacks.md", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/089_sbp-096-09_12_deliverables.md", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/090_sbp-096-10_12_deliverables.txt", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/091_sbp-096-11_12_deliverables.json", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/092_sbp-096-12_12_deliverables.csv", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/093_sbp-096-13_12_deliverables.eml", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/094_sbp-096-14_12_deliverables.xml", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/095_sbp-096-15_12_deliverables.html", + "task_files/sb100-096-lagoon-consent-cutover/12_deliverables/096_sbp-096-16_12_deliverables.md" + ], + "gold_output": { + "brief_markdown": "# Lagoon consent cutover certification\n\n## Executive assessment\n\nSubscription categories changed between systems. Map consent by purpose and timestamp, favor the more restrictive valid state, and retain source evidence.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-096-01 — SBP-096-01\n\nSystem: salesforce; object: Opportunity; record: 006SB096000000; field: HubSpot_Deal_ID__c.\nChanged to 8009620000. SBP-096-01 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-096-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-096-01_03_hubspot_extract.md; Gong insight GE-096-01.\nOwner: Maya Chen; deadline: 2026-08-30.\n\n### CHG-096-02 — SBP-096-02\n\nSystem: hubspot; object: deals; record: 8009620001; field: salesforce_opportunity_id.\nChanged to 006SB096000001. SBP-096-02 qualifies for post-cutover exception resolution because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/002_sbp-096-02_01_cutover_plan.txt and /workspace/documents/03_hubspot_extract/018_sbp-096-02_03_hubspot_extract.txt; Gong insight GE-096-02.\nOwner: Jon Bell; deadline: 2026-08-31.\n\n### CHG-096-03 — SBP-096-04\n\nSystem: salesforce; object: Opportunity; record: 006SB096000003; field: HubSpot_Deal_ID__c.\nChanged to 8009620003. SBP-096-04 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/004_sbp-096-04_01_cutover_plan.csv and /workspace/documents/03_hubspot_extract/020_sbp-096-04_03_hubspot_extract.csv; Gong insight GE-096-04.\nOwner: Luis Ortega; deadline: 2026-09-02.\n\n### CHG-096-04 — SBP-096-07\n\nSystem: hubspot; object: deals; record: 8009620006; field: salesforce_opportunity_id.\nChanged to 006SB096000006. SBP-096-07 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-096-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-096-07_03_hubspot_extract.html; Gong insight GE-096-07.\nOwner: Nora Kim; deadline: 2026-08-30.\n\n### CHG-096-05 — SBP-096-08\n\nSystem: salesforce; object: Opportunity; record: 006SB096000007; field: HubSpot_Deal_ID__c.\nChanged to 8009620007. SBP-096-08 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-096-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-096-08_03_hubspot_extract.md; Gong insight GE-096-08.\nOwner: Elena Rossi; deadline: 2026-08-31.\n\n### CHG-096-06 — SBP-096-09\n\nSystem: hubspot; object: deals; record: 8009620008; field: salesforce_opportunity_id.\nChanged to 006SB096000008. SBP-096-09 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/009_sbp-096-09_02_salesforce_extract.md and /workspace/documents/04_field_mapping/025_sbp-096-09_04_field_mapping.md; Gong insight GE-096-09.\nOwner: Maya Chen; deadline: 2026-09-01.\n\n### CHG-096-07 — SBP-096-10\n\nSystem: salesforce; object: Opportunity; record: 006SB096000009; field: HubSpot_Deal_ID__c.\nChanged to 8009620009. SBP-096-10 qualifies for post-cutover exception resolution because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/010_sbp-096-10_02_salesforce_extract.txt and /workspace/documents/04_field_mapping/026_sbp-096-10_04_field_mapping.txt; Gong insight GE-096-10.\nOwner: Jon Bell; deadline: 2026-09-02.\n\n### CHG-096-08 — SBP-096-12\n\nSystem: hubspot; object: deals; record: 8009620011; field: salesforce_opportunity_id.\nChanged to 006SB096000011. SBP-096-12 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-096-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-096-12_04_field_mapping.csv; Gong insight GE-096-12.\nOwner: Luis Ortega; deadline: 2026-09-04.\n\n### CHG-096-09 — SBP-096-13\n\nSystem: salesforce; object: Opportunity; record: 006SB096000012; field: HubSpot_Deal_ID__c.\nChanged to 8009620012. SBP-096-13 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-096-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-096-13_04_field_mapping.eml; Gong insight GE-096-13.\nOwner: Amina Yusuf; deadline: 2026-08-30.\n\n### CHG-096-10 — SBP-096-14\n\nSystem: hubspot; object: deals; record: 8009620013; field: salesforce_opportunity_id.\nChanged to 006SB096000013. SBP-096-14 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/014_sbp-096-14_02_salesforce_extract.xml and /workspace/documents/04_field_mapping/030_sbp-096-14_04_field_mapping.xml; Gong insight GE-096-14.\nOwner: Theo Martin; deadline: 2026-08-31.\n\n### CHG-096-11 — SBP-096-15\n\nSystem: salesforce; object: Opportunity; record: 006SB096000014; field: HubSpot_Deal_ID__c.\nChanged to 8009620014. SBP-096-15 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/015_sbp-096-15_02_salesforce_extract.html and /workspace/documents/04_field_mapping/031_sbp-096-15_04_field_mapping.html; Gong insight GE-096-15.\nOwner: Nora Kim; deadline: 2026-09-01.\n\n### CHG-096-12 — SBP-096-16\n\nSystem: hubspot; object: deals; record: 8009620015; field: salesforce_opportunity_id.\nChanged to 006SB096000015. SBP-096-16 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/016_sbp-096-16_02_salesforce_extract.md and /workspace/documents/04_field_mapping/032_sbp-096-16_04_field_mapping.md; Gong insight GE-096-16.\nOwner: Elena Rossi; deadline: 2026-09-02.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-27", + "changes": [ + { + "after": "8009620000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-096-01_03_hubspot_extract.md", + "deadline": "2026-08-30", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-096-01", + "id": "CHG-096-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-096-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-096-01_01_cutover_plan.md", + "reason": "SBP-096-01 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "006SB096000000", + "system": "salesforce" + }, + { + "after": "006SB096000001", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/018_sbp-096-02_03_hubspot_extract.txt", + "deadline": "2026-08-31", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-096-02", + "id": "CHG-096-02", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-096-02", + "primary_source": "/workspace/documents/01_cutover_plan/002_sbp-096-02_01_cutover_plan.txt", + "reason": "SBP-096-02 qualifies for post-cutover exception resolution because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8009620001", + "system": "hubspot" + }, + { + "after": "8009620003", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/020_sbp-096-04_03_hubspot_extract.csv", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-096-04", + "id": "CHG-096-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-096-04", + "primary_source": "/workspace/documents/01_cutover_plan/004_sbp-096-04_01_cutover_plan.csv", + "reason": "SBP-096-04 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB096000003", + "system": "salesforce" + }, + { + "after": "006SB096000006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-096-07_03_hubspot_extract.html", + "deadline": "2026-08-30", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-096-07", + "id": "CHG-096-04", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-096-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-096-07_01_cutover_plan.html", + "reason": "SBP-096-07 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "8009620006", + "system": "hubspot" + }, + { + "after": "8009620007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-096-08_03_hubspot_extract.md", + "deadline": "2026-08-31", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-096-08", + "id": "CHG-096-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-096-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-096-08_01_cutover_plan.md", + "reason": "SBP-096-08 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "006SB096000007", + "system": "salesforce" + }, + { + "after": "006SB096000008", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/025_sbp-096-09_04_field_mapping.md", + "deadline": "2026-09-01", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-096-09", + "id": "CHG-096-06", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-096-09", + "primary_source": "/workspace/documents/02_salesforce_extract/009_sbp-096-09_02_salesforce_extract.md", + "reason": "SBP-096-09 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.", + "record_id": "8009620008", + "system": "hubspot" + }, + { + "after": "8009620009", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/026_sbp-096-10_04_field_mapping.txt", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-096-10", + "id": "CHG-096-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-096-10", + "primary_source": "/workspace/documents/02_salesforce_extract/010_sbp-096-10_02_salesforce_extract.txt", + "reason": "SBP-096-10 qualifies for post-cutover exception resolution because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "006SB096000009", + "system": "salesforce" + }, + { + "after": "006SB096000011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-096-12_04_field_mapping.csv", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-096-12", + "id": "CHG-096-08", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-096-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-096-12_02_salesforce_extract.csv", + "reason": "SBP-096-12 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8009620011", + "system": "hubspot" + }, + { + "after": "8009620012", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/029_sbp-096-13_04_field_mapping.eml", + "deadline": "2026-08-30", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-096-13", + "id": "CHG-096-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-096-13", + "primary_source": "/workspace/documents/02_salesforce_extract/013_sbp-096-13_02_salesforce_extract.eml", + "reason": "SBP-096-13 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "006SB096000012", + "system": "salesforce" + }, + { + "after": "006SB096000013", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/030_sbp-096-14_04_field_mapping.xml", + "deadline": "2026-08-31", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-096-14", + "id": "CHG-096-10", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-096-14", + "primary_source": "/workspace/documents/02_salesforce_extract/014_sbp-096-14_02_salesforce_extract.xml", + "reason": "SBP-096-14 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.", + "record_id": "8009620013", + "system": "hubspot" + }, + { + "after": "8009620014", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/031_sbp-096-15_04_field_mapping.html", + "deadline": "2026-09-01", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-096-15", + "id": "CHG-096-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-096-15", + "primary_source": "/workspace/documents/02_salesforce_extract/015_sbp-096-15_02_salesforce_extract.html", + "reason": "SBP-096-15 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "006SB096000014", + "system": "salesforce" + }, + { + "after": "006SB096000015", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/032_sbp-096-16_04_field_mapping.md", + "deadline": "2026-09-02", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-096-16", + "id": "CHG-096-12", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-096-16", + "primary_source": "/workspace/documents/02_salesforce_extract/016_sbp-096-16_02_salesforce_extract.md", + "reason": "SBP-096-16 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8009620015", + "system": "hubspot" + } + ], + "company": "Lagoon Travel Systems", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-096-lagoon-consent-cutover", + "title": "Lagoon consent cutover certification" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Lagoon Travel Systems", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "travel technology", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Lagoon consent cutover certification\n\nYou are supporting Privacy Engineering Director at Lagoon Travel Systems, a synthetic travel technology company operating in Global. The review period is 2026-Q4; use 2026-08-27 as the fixed as-of date.\n\nBusiness situation: Subscription categories changed between systems. Map consent by purpose and timestamp, favor the more restrictive valid state, and retain source evidence.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-096-lagoon-consent-cutover`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-096-lagoon-consent-cutover", + "task_name": "Lagoon consent cutover certification", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-097-meadow-gong-linkage.json b/tasks/sb100-097-meadow-gong-linkage.json new file mode 100644 index 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Repair CRM-side external links and task context without attempting to modify Gong.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-097-01 — SBP-097-02\n\nSystem: salesforce; object: Opportunity; record: 006SB097000001; field: HubSpot_Deal_ID__c.\nChanged to 8009720001. SBP-097-02 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/002_sbp-097-02_01_cutover_plan.txt and /workspace/documents/03_hubspot_extract/018_sbp-097-02_03_hubspot_extract.txt; Gong insight GE-097-02.\nOwner: Priya Raman; deadline: 2026-09-01.\n\n### CHG-097-02 — SBP-097-05\n\nSystem: hubspot; object: deals; record: 8009720004; field: salesforce_opportunity_id.\nChanged to 006SB097000004. SBP-097-05 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/005_sbp-097-05_01_cutover_plan.eml and /workspace/documents/03_hubspot_extract/021_sbp-097-05_03_hubspot_extract.eml; Gong insight GE-097-05.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-097-03 — SBP-097-06\n\nSystem: salesforce; object: Opportunity; record: 006SB097000005; field: HubSpot_Deal_ID__c.\nChanged to 8009720005. SBP-097-06 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/006_sbp-097-06_01_cutover_plan.xml and /workspace/documents/03_hubspot_extract/022_sbp-097-06_03_hubspot_extract.xml; Gong insight GE-097-06.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-097-04 — SBP-097-07\n\nSystem: hubspot; object: deals; record: 8009720006; field: salesforce_opportunity_id.\nChanged to 006SB097000006. SBP-097-07 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-097-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-097-07_03_hubspot_extract.html; Gong insight GE-097-07.\nOwner: Elena Rossi; deadline: 2026-08-31.\n\n### CHG-097-05 — SBP-097-08\n\nSystem: salesforce; object: Opportunity; record: 006SB097000007; field: HubSpot_Deal_ID__c.\nChanged to 8009720007. SBP-097-08 qualifies for post-cutover exception resolution because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-097-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-097-08_03_hubspot_extract.md; Gong insight GE-097-08.\nOwner: Maya Chen; deadline: 2026-09-01.\n\n### CHG-097-06 — SBP-097-09\n\nSystem: hubspot; object: deals; record: 8009720008; field: salesforce_opportunity_id.\nChanged to 006SB097000008. SBP-097-09 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/009_sbp-097-09_02_salesforce_extract.md and /workspace/documents/04_field_mapping/025_sbp-097-09_04_field_mapping.md; Gong insight GE-097-09.\nOwner: Jon Bell; deadline: 2026-09-02.\n\n### CHG-097-07 — SBP-097-10\n\nSystem: salesforce; object: Opportunity; record: 006SB097000009; field: HubSpot_Deal_ID__c.\nChanged to 8009720009. SBP-097-10 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/010_sbp-097-10_02_salesforce_extract.txt and /workspace/documents/04_field_mapping/026_sbp-097-10_04_field_mapping.txt; Gong insight GE-097-10.\nOwner: Priya Raman; deadline: 2026-09-03.\n\n### CHG-097-08 — SBP-097-11\n\nSystem: hubspot; object: deals; record: 8009720010; field: salesforce_opportunity_id.\nChanged to 006SB097000010. SBP-097-11 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/011_sbp-097-11_02_salesforce_extract.json and /workspace/documents/04_field_mapping/027_sbp-097-11_04_field_mapping.json; Gong insight GE-097-11.\nOwner: Luis Ortega; deadline: 2026-09-04.\n\n### CHG-097-09 — SBP-097-12\n\nSystem: salesforce; object: Opportunity; record: 006SB097000011; field: HubSpot_Deal_ID__c.\nChanged to 8009720011. SBP-097-12 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-097-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-097-12_04_field_mapping.csv; Gong insight GE-097-12.\nOwner: Amina Yusuf; deadline: 2026-09-05.\n\n### CHG-097-10 — SBP-097-13\n\nSystem: hubspot; object: deals; record: 8009720012; field: salesforce_opportunity_id.\nChanged to 006SB097000012. SBP-097-13 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-097-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-097-13_04_field_mapping.eml; Gong insight GE-097-13.\nOwner: Theo Martin; deadline: 2026-08-31.\n\n### CHG-097-11 — SBP-097-15\n\nSystem: salesforce; object: Opportunity; record: 006SB097000014; field: HubSpot_Deal_ID__c.\nChanged to 8009720014. SBP-097-15 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/015_sbp-097-15_02_salesforce_extract.html and /workspace/documents/04_field_mapping/031_sbp-097-15_04_field_mapping.html; Gong insight GE-097-15.\nOwner: Elena Rossi; deadline: 2026-09-02.\n\n### CHG-097-12 — SBP-097-16\n\nSystem: hubspot; object: deals; record: 8009720015; field: salesforce_opportunity_id.\nChanged to 006SB097000015. SBP-097-16 qualifies for post-cutover exception resolution because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/016_sbp-097-16_02_salesforce_extract.md and /workspace/documents/04_field_mapping/032_sbp-097-16_04_field_mapping.md; Gong insight GE-097-16.\nOwner: Maya Chen; deadline: 2026-09-03.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-28", + "changes": [ + { + "after": "8009720001", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/018_sbp-097-02_03_hubspot_extract.txt", + "deadline": "2026-09-01", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-097-02", + "id": "CHG-097-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-097-02", + "primary_source": "/workspace/documents/01_cutover_plan/002_sbp-097-02_01_cutover_plan.txt", + "reason": "SBP-097-02 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB097000001", + "system": "salesforce" + }, + { + "after": "006SB097000004", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/021_sbp-097-05_03_hubspot_extract.eml", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-097-05", + "id": "CHG-097-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-097-05", + "primary_source": "/workspace/documents/01_cutover_plan/005_sbp-097-05_01_cutover_plan.eml", + "reason": "SBP-097-05 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8009720004", + "system": "hubspot" + }, + { + "after": "8009720005", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/022_sbp-097-06_03_hubspot_extract.xml", + "deadline": "2026-09-05", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-097-06", + "id": "CHG-097-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-097-06", + "primary_source": "/workspace/documents/01_cutover_plan/006_sbp-097-06_01_cutover_plan.xml", + "reason": "SBP-097-06 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "006SB097000005", + "system": "salesforce" + }, + { + "after": "006SB097000006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-097-07_03_hubspot_extract.html", + "deadline": "2026-08-31", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-097-07", + "id": "CHG-097-04", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-097-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-097-07_01_cutover_plan.html", + "reason": "SBP-097-07 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8009720006", + "system": "hubspot" + }, + { + "after": "8009720007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-097-08_03_hubspot_extract.md", + "deadline": "2026-09-01", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-097-08", + "id": "CHG-097-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-097-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-097-08_01_cutover_plan.md", + "reason": "SBP-097-08 qualifies for post-cutover exception resolution because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB097000007", + "system": "salesforce" + }, + { + "after": "006SB097000008", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/025_sbp-097-09_04_field_mapping.md", + "deadline": "2026-09-02", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-097-09", + "id": "CHG-097-06", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-097-09", + "primary_source": "/workspace/documents/02_salesforce_extract/009_sbp-097-09_02_salesforce_extract.md", + "reason": "SBP-097-09 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.", + "record_id": "8009720008", + "system": "hubspot" + }, + { + "after": "8009720009", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/026_sbp-097-10_04_field_mapping.txt", + "deadline": "2026-09-03", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-097-10", + "id": "CHG-097-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-097-10", + "primary_source": "/workspace/documents/02_salesforce_extract/010_sbp-097-10_02_salesforce_extract.txt", + "reason": "SBP-097-10 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB097000009", + "system": "salesforce" + }, + { + "after": "006SB097000010", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/027_sbp-097-11_04_field_mapping.json", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-097-11", + "id": "CHG-097-08", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-097-11", + "primary_source": "/workspace/documents/02_salesforce_extract/011_sbp-097-11_02_salesforce_extract.json", + "reason": "SBP-097-11 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "8009720010", + "system": "hubspot" + }, + { + "after": "8009720011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-097-12_04_field_mapping.csv", + "deadline": "2026-09-05", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-097-12", + "id": "CHG-097-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-097-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-097-12_02_salesforce_extract.csv", + "reason": "SBP-097-12 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "006SB097000011", + "system": "salesforce" + }, + { + "after": "006SB097000012", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/029_sbp-097-13_04_field_mapping.eml", + "deadline": "2026-08-31", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-097-13", + "id": "CHG-097-10", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-097-13", + "primary_source": "/workspace/documents/02_salesforce_extract/013_sbp-097-13_02_salesforce_extract.eml", + "reason": "SBP-097-13 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "8009720012", + "system": "hubspot" + }, + { + "after": "8009720014", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/031_sbp-097-15_04_field_mapping.html", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-097-15", + "id": "CHG-097-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-097-15", + "primary_source": "/workspace/documents/02_salesforce_extract/015_sbp-097-15_02_salesforce_extract.html", + "reason": "SBP-097-15 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "006SB097000014", + "system": "salesforce" + }, + { + "after": "006SB097000015", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/032_sbp-097-16_04_field_mapping.md", + "deadline": "2026-09-03", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-097-16", + "id": "CHG-097-12", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-097-16", + "primary_source": "/workspace/documents/02_salesforce_extract/016_sbp-097-16_02_salesforce_extract.md", + "reason": "SBP-097-16 qualifies for post-cutover exception resolution because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8009720015", + "system": "hubspot" + } + ], + "company": "Meadow Service Platform", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-097-meadow-gong-linkage", + "title": "Meadow Gong linkage repair" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Meadow Service Platform", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "service software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "North America", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Meadow Gong linkage repair\n\nYou are supporting Revenue Intelligence Administrator at Meadow Service Platform, a synthetic service software company operating in North America. The review period is 2026-Q3; use 2026-08-28 as the fixed as-of date.\n\nBusiness situation: Gong CRM references point to retired opportunity IDs after cutover. Repair CRM-side external links and task context without attempting to modify Gong.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-097-meadow-gong-linkage`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-097-meadow-gong-linkage", + "task_name": "Meadow Gong linkage repair", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-098-northstar-custom-fields.json b/tasks/sb100-098-northstar-custom-fields.json new file mode 100644 index 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Correct values only where mapping and source evidence agree, and produce an exception register for the rest.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-098-01 — SBP-098-01\n\nSystem: salesforce; object: Opportunity; record: 006SB098000000; field: HubSpot_Deal_ID__c.\nChanged to 8009820000. SBP-098-01 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-098-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-098-01_03_hubspot_extract.md; Gong insight GE-098-01.\nOwner: Priya Raman; deadline: 2026-09-01.\n\n### CHG-098-02 — SBP-098-02\n\nSystem: hubspot; object: deals; record: 8009820001; field: salesforce_opportunity_id.\nChanged to 006SB098000001. SBP-098-02 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/002_sbp-098-02_01_cutover_plan.txt and /workspace/documents/03_hubspot_extract/018_sbp-098-02_03_hubspot_extract.txt; Gong insight GE-098-02.\nOwner: Luis Ortega; deadline: 2026-09-02.\n\n### CHG-098-03 — SBP-098-03\n\nSystem: salesforce; object: Opportunity; record: 006SB098000002; field: HubSpot_Deal_ID__c.\nChanged to 8009820002. SBP-098-03 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/003_sbp-098-03_01_cutover_plan.json and /workspace/documents/03_hubspot_extract/019_sbp-098-03_03_hubspot_extract.json; Gong insight GE-098-03.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-098-04 — SBP-098-04\n\nSystem: hubspot; object: deals; record: 8009820003; field: salesforce_opportunity_id.\nChanged to 006SB098000003. SBP-098-04 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/004_sbp-098-04_01_cutover_plan.csv and /workspace/documents/03_hubspot_extract/020_sbp-098-04_03_hubspot_extract.csv; Gong insight GE-098-04.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-098-05 — SBP-098-05\n\nSystem: salesforce; object: Opportunity; record: 006SB098000004; field: HubSpot_Deal_ID__c.\nChanged to 8009820004. SBP-098-05 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/005_sbp-098-05_01_cutover_plan.eml and /workspace/documents/03_hubspot_extract/021_sbp-098-05_03_hubspot_extract.eml; Gong insight GE-098-05.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-098-06 — SBP-098-06\n\nSystem: hubspot; object: deals; record: 8009820005; field: salesforce_opportunity_id.\nChanged to 006SB098000005. SBP-098-06 qualifies for post-cutover exception resolution because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/006_sbp-098-06_01_cutover_plan.xml and /workspace/documents/03_hubspot_extract/022_sbp-098-06_03_hubspot_extract.xml; Gong insight GE-098-06.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n### CHG-098-07 — SBP-098-08\n\nSystem: salesforce; object: Opportunity; record: 006SB098000007; field: HubSpot_Deal_ID__c.\nChanged to 8009820007. SBP-098-08 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-098-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-098-08_03_hubspot_extract.md; Gong insight GE-098-08.\nOwner: Jon Bell; deadline: 2026-09-02.\n\n### CHG-098-08 — SBP-098-09\n\nSystem: hubspot; object: deals; record: 8009820008; field: salesforce_opportunity_id.\nChanged to 006SB098000008. SBP-098-09 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/009_sbp-098-09_02_salesforce_extract.md and /workspace/documents/04_field_mapping/025_sbp-098-09_04_field_mapping.md; Gong insight GE-098-09.\nOwner: Priya Raman; deadline: 2026-09-03.\n\n### CHG-098-09 — SBP-098-10\n\nSystem: salesforce; object: Opportunity; record: 006SB098000009; field: HubSpot_Deal_ID__c.\nChanged to 8009820009. SBP-098-10 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/010_sbp-098-10_02_salesforce_extract.txt and /workspace/documents/04_field_mapping/026_sbp-098-10_04_field_mapping.txt; Gong insight GE-098-10.\nOwner: Luis Ortega; deadline: 2026-09-04.\n\n### CHG-098-10 — SBP-098-12\n\nSystem: hubspot; object: deals; record: 8009820011; field: salesforce_opportunity_id.\nChanged to 006SB098000011. SBP-098-12 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-098-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-098-12_04_field_mapping.csv; Gong insight GE-098-12.\nOwner: Theo Martin; deadline: 2026-09-06.\n\n### CHG-098-11 — SBP-098-14\n\nSystem: salesforce; object: Opportunity; record: 006SB098000013; field: HubSpot_Deal_ID__c.\nChanged to 8009820013. SBP-098-14 qualifies for post-cutover exception resolution because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/014_sbp-098-14_02_salesforce_extract.xml and /workspace/documents/04_field_mapping/030_sbp-098-14_04_field_mapping.xml; Gong insight GE-098-14.\nOwner: Elena Rossi; deadline: 2026-09-02.\n\n### CHG-098-12 — SBP-098-16\n\nSystem: hubspot; object: deals; record: 8009820015; field: salesforce_opportunity_id.\nChanged to 006SB098000015. SBP-098-16 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/016_sbp-098-16_02_salesforce_extract.md and /workspace/documents/04_field_mapping/032_sbp-098-16_04_field_mapping.md; Gong insight GE-098-16.\nOwner: Jon Bell; deadline: 2026-09-04.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-29", + "changes": [ + { + "after": "8009820000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-098-01_03_hubspot_extract.md", + "deadline": "2026-09-01", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-098-01", + "id": "CHG-098-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-098-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-098-01_01_cutover_plan.md", + "reason": "SBP-098-01 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "006SB098000000", + "system": "salesforce" + }, + { + "after": "006SB098000001", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/018_sbp-098-02_03_hubspot_extract.txt", + "deadline": "2026-09-02", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-098-02", + "id": "CHG-098-02", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-098-02", + "primary_source": "/workspace/documents/01_cutover_plan/002_sbp-098-02_01_cutover_plan.txt", + "reason": "SBP-098-02 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8009820001", + "system": "hubspot" + }, + { + "after": "8009820002", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/019_sbp-098-03_03_hubspot_extract.json", + "deadline": "2026-09-03", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-098-03", + "id": "CHG-098-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-098-03", + "primary_source": "/workspace/documents/01_cutover_plan/003_sbp-098-03_01_cutover_plan.json", + "reason": "SBP-098-03 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "006SB098000002", + "system": "salesforce" + }, + { + "after": "006SB098000003", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/020_sbp-098-04_03_hubspot_extract.csv", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-098-04", + "id": "CHG-098-04", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-098-04", + "primary_source": "/workspace/documents/01_cutover_plan/004_sbp-098-04_01_cutover_plan.csv", + "reason": "SBP-098-04 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.", + "record_id": "8009820003", + "system": "hubspot" + }, + { + "after": "8009820004", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/021_sbp-098-05_03_hubspot_extract.eml", + "deadline": "2026-09-05", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-098-05", + "id": "CHG-098-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-098-05", + "primary_source": "/workspace/documents/01_cutover_plan/005_sbp-098-05_01_cutover_plan.eml", + "reason": "SBP-098-05 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "006SB098000004", + "system": "salesforce" + }, + { + "after": "006SB098000005", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/022_sbp-098-06_03_hubspot_extract.xml", + "deadline": "2026-09-06", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-098-06", + "id": "CHG-098-06", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-098-06", + "primary_source": "/workspace/documents/01_cutover_plan/006_sbp-098-06_01_cutover_plan.xml", + "reason": "SBP-098-06 qualifies for post-cutover exception resolution because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8009820005", + "system": "hubspot" + }, + { + "after": "8009820007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-098-08_03_hubspot_extract.md", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-098-08", + "id": "CHG-098-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-098-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-098-08_01_cutover_plan.md", + "reason": "SBP-098-08 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "006SB098000007", + "system": "salesforce" + }, + { + "after": "006SB098000008", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/025_sbp-098-09_04_field_mapping.md", + "deadline": "2026-09-03", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-098-09", + "id": "CHG-098-08", + "object_type": "deals", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-098-09", + "primary_source": "/workspace/documents/02_salesforce_extract/009_sbp-098-09_02_salesforce_extract.md", + "reason": "SBP-098-09 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "8009820008", + "system": "hubspot" + }, + { + "after": "8009820009", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/026_sbp-098-10_04_field_mapping.txt", + "deadline": "2026-09-04", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-098-10", + "id": "CHG-098-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-098-10", + "primary_source": "/workspace/documents/02_salesforce_extract/010_sbp-098-10_02_salesforce_extract.txt", + "reason": "SBP-098-10 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "006SB098000009", + "system": "salesforce" + }, + { + "after": "006SB098000011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-098-12_04_field_mapping.csv", + "deadline": "2026-09-06", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-098-12", + "id": "CHG-098-10", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-098-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-098-12_02_salesforce_extract.csv", + "reason": "SBP-098-12 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.", + "record_id": "8009820011", + "system": "hubspot" + }, + { + "after": "8009820013", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/030_sbp-098-14_04_field_mapping.xml", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-098-14", + "id": "CHG-098-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-098-14", + "primary_source": "/workspace/documents/02_salesforce_extract/014_sbp-098-14_02_salesforce_extract.xml", + "reason": "SBP-098-14 qualifies for post-cutover exception resolution because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "006SB098000013", + "system": "salesforce" + }, + { + "after": "006SB098000015", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/032_sbp-098-16_04_field_mapping.md", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-098-16", + "id": "CHG-098-12", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-098-16", + "primary_source": "/workspace/documents/02_salesforce_extract/016_sbp-098-16_02_salesforce_extract.md", + "reason": "SBP-098-16 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8009820015", + "system": "hubspot" + } + ], + "company": "Northstar Banking Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-098-northstar-custom-fields", + "title": "Northstar custom-field acceptance audit" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Northstar Banking Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "banking software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "United States", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Northstar custom-field acceptance audit\n\nYou are supporting Regulated Systems Owner at Northstar Banking Cloud, a synthetic banking software company operating in United States. The review period is 2026-Q4; use 2026-08-29 as the fixed as-of date.\n\nBusiness situation: Required risk and regulatory fields were transformed inconsistently. Correct values only where mapping and source evidence agree, and produce an exception register for the rest.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-098-northstar-custom-fields`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-098-northstar-custom-fields", + "task_name": "Northstar custom-field acceptance audit", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-099-orchard-delta-load.json b/tasks/sb100-099-orchard-delta-load.json new file mode 100644 index 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Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-099-01 — SBP-099-01\n\nSystem: salesforce; object: Opportunity; record: 006SB099000000; field: HubSpot_Deal_ID__c.\nChanged to 8009920000. SBP-099-01 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-099-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-099-01_03_hubspot_extract.md; Gong insight GE-099-01.\nOwner: Luis Ortega; deadline: 2026-09-02.\n\n### CHG-099-02 — SBP-099-02\n\nSystem: hubspot; object: deals; record: 8009920001; field: salesforce_opportunity_id.\nChanged to 006SB099000001. SBP-099-02 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/002_sbp-099-02_01_cutover_plan.txt and /workspace/documents/03_hubspot_extract/018_sbp-099-02_03_hubspot_extract.txt; Gong insight GE-099-02.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-099-03 — SBP-099-03\n\nSystem: salesforce; object: Opportunity; record: 006SB099000002; field: HubSpot_Deal_ID__c.\nChanged to 8009920002. SBP-099-03 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/003_sbp-099-03_01_cutover_plan.json and /workspace/documents/03_hubspot_extract/019_sbp-099-03_03_hubspot_extract.json; Gong insight GE-099-03.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-099-04 — SBP-099-05\n\nSystem: hubspot; object: deals; record: 8009920004; field: salesforce_opportunity_id.\nChanged to 006SB099000004. SBP-099-05 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/005_sbp-099-05_01_cutover_plan.eml and /workspace/documents/03_hubspot_extract/021_sbp-099-05_03_hubspot_extract.eml; Gong insight GE-099-05.\nOwner: Elena Rossi; deadline: 2026-09-06.\n\n### CHG-099-05 — SBP-099-06\n\nSystem: salesforce; object: Opportunity; record: 006SB099000005; field: HubSpot_Deal_ID__c.\nChanged to 8009920005. SBP-099-06 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/006_sbp-099-06_01_cutover_plan.xml and /workspace/documents/03_hubspot_extract/022_sbp-099-06_03_hubspot_extract.xml; Gong insight GE-099-06.\nOwner: Maya Chen; deadline: 2026-09-07.\n\n### CHG-099-06 — SBP-099-07\n\nSystem: hubspot; object: deals; record: 8009920006; field: salesforce_opportunity_id.\nChanged to 006SB099000006. SBP-099-07 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-099-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-099-07_03_hubspot_extract.html; Gong insight GE-099-07.\nOwner: Jon Bell; deadline: 2026-09-02.\n\n### CHG-099-07 — SBP-099-08\n\nSystem: salesforce; object: Opportunity; record: 006SB099000007; field: HubSpot_Deal_ID__c.\nChanged to 8009920007. SBP-099-08 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-099-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-099-08_03_hubspot_extract.md; Gong insight GE-099-08.\nOwner: Priya Raman; deadline: 2026-09-03.\n\n### CHG-099-08 — SBP-099-10\n\nSystem: hubspot; object: deals; record: 8009920009; field: salesforce_opportunity_id.\nChanged to 006SB099000009. SBP-099-10 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/010_sbp-099-10_02_salesforce_extract.txt and /workspace/documents/04_field_mapping/026_sbp-099-10_04_field_mapping.txt; Gong insight GE-099-10.\nOwner: Amina Yusuf; deadline: 2026-09-05.\n\n### CHG-099-09 — SBP-099-11\n\nSystem: salesforce; object: Opportunity; record: 006SB099000010; field: HubSpot_Deal_ID__c.\nChanged to 8009920010. SBP-099-11 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/011_sbp-099-11_02_salesforce_extract.json and /workspace/documents/04_field_mapping/027_sbp-099-11_04_field_mapping.json; Gong insight GE-099-11.\nOwner: Theo Martin; deadline: 2026-09-06.\n\n### CHG-099-10 — SBP-099-12\n\nSystem: hubspot; object: deals; record: 8009920011; field: salesforce_opportunity_id.\nChanged to 006SB099000011. SBP-099-12 qualifies for post-cutover exception resolution because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-099-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-099-12_04_field_mapping.csv; Gong insight GE-099-12.\nOwner: Nora Kim; deadline: 2026-09-07.\n\n### CHG-099-11 — SBP-099-13\n\nSystem: salesforce; object: Opportunity; record: 006SB099000012; field: HubSpot_Deal_ID__c.\nChanged to 8009920012. SBP-099-13 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-099-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-099-13_04_field_mapping.eml; Gong insight GE-099-13.\nOwner: Elena Rossi; deadline: 2026-09-02.\n\n### CHG-099-12 — SBP-099-14\n\nSystem: hubspot; object: deals; record: 8009920013; field: salesforce_opportunity_id.\nChanged to 006SB099000013. SBP-099-14 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.\nEvidence: /workspace/documents/02_salesforce_extract/014_sbp-099-14_02_salesforce_extract.xml and /workspace/documents/04_field_mapping/030_sbp-099-14_04_field_mapping.xml; Gong insight GE-099-14.\nOwner: Maya Chen; deadline: 2026-09-03.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-30", + "changes": [ + { + "after": "8009920000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-099-01_03_hubspot_extract.md", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-099-01", + "id": "CHG-099-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-099-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-099-01_01_cutover_plan.md", + "reason": "SBP-099-01 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.", + "record_id": "006SB099000000", + "system": "salesforce" + }, + { + "after": "006SB099000001", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/018_sbp-099-02_03_hubspot_extract.txt", + "deadline": "2026-09-03", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-099-02", + "id": "CHG-099-02", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-099-02", + "primary_source": "/workspace/documents/01_cutover_plan/002_sbp-099-02_01_cutover_plan.txt", + "reason": "SBP-099-02 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8009920001", + "system": "hubspot" + }, + { + "after": "8009920002", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/019_sbp-099-03_03_hubspot_extract.json", + "deadline": "2026-09-04", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-099-03", + "id": "CHG-099-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-099-03", + "primary_source": "/workspace/documents/01_cutover_plan/003_sbp-099-03_01_cutover_plan.json", + "reason": "SBP-099-03 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB099000002", + "system": "salesforce" + }, + { + "after": "006SB099000004", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/021_sbp-099-05_03_hubspot_extract.eml", + "deadline": "2026-09-06", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-099-05", + "id": "CHG-099-04", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-099-05", + "primary_source": "/workspace/documents/01_cutover_plan/005_sbp-099-05_01_cutover_plan.eml", + "reason": "SBP-099-05 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "8009920004", + "system": "hubspot" + }, + { + "after": "8009920005", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/022_sbp-099-06_03_hubspot_extract.xml", + "deadline": "2026-09-07", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-099-06", + "id": "CHG-099-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-099-06", + "primary_source": "/workspace/documents/01_cutover_plan/006_sbp-099-06_01_cutover_plan.xml", + "reason": "SBP-099-06 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "006SB099000005", + "system": "salesforce" + }, + { + "after": "006SB099000006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-099-07_03_hubspot_extract.html", + "deadline": "2026-09-02", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-099-07", + "id": "CHG-099-06", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-099-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-099-07_01_cutover_plan.html", + "reason": "SBP-099-07 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.", + "record_id": "8009920006", + "system": "hubspot" + }, + { + "after": "8009920007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-099-08_03_hubspot_extract.md", + "deadline": "2026-09-03", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-099-08", + "id": "CHG-099-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-099-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-099-08_01_cutover_plan.md", + "reason": "SBP-099-08 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.", + "record_id": "006SB099000007", + "system": "salesforce" + }, + { + "after": "006SB099000009", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/026_sbp-099-10_04_field_mapping.txt", + "deadline": "2026-09-05", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-099-10", + "id": "CHG-099-08", + "object_type": "deals", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-099-10", + "primary_source": "/workspace/documents/02_salesforce_extract/010_sbp-099-10_02_salesforce_extract.txt", + "reason": "SBP-099-10 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q3 policy.", + "record_id": "8009920009", + "system": "hubspot" + }, + { + "after": "8009920010", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/027_sbp-099-11_04_field_mapping.json", + "deadline": "2026-09-06", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-099-11", + "id": "CHG-099-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-099-11", + "primary_source": "/workspace/documents/02_salesforce_extract/011_sbp-099-11_02_salesforce_extract.json", + "reason": "SBP-099-11 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.", + "record_id": "006SB099000010", + "system": "salesforce" + }, + { + "after": "006SB099000011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-099-12_04_field_mapping.csv", + "deadline": "2026-09-07", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-099-12", + "id": "CHG-099-10", + "object_type": "deals", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-099-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-099-12_02_salesforce_extract.csv", + "reason": "SBP-099-12 qualifies for post-cutover exception resolution because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.", + "record_id": "8009920011", + "system": "hubspot" + }, + { + "after": "8009920012", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/029_sbp-099-13_04_field_mapping.eml", + "deadline": "2026-09-02", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-099-13", + "id": "CHG-099-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-099-13", + "primary_source": "/workspace/documents/02_salesforce_extract/013_sbp-099-13_02_salesforce_extract.eml", + "reason": "SBP-099-13 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.", + "record_id": "006SB099000012", + "system": "salesforce" + }, + { + "after": "006SB099000013", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/030_sbp-099-14_04_field_mapping.xml", + "deadline": "2026-09-03", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-099-14", + "id": "CHG-099-12", + "object_type": "deals", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-099-14", + "primary_source": "/workspace/documents/02_salesforce_extract/014_sbp-099-14_02_salesforce_extract.xml", + "reason": "SBP-099-14 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.", + "record_id": "8009920013", + "system": "hubspot" + } + ], + "company": "Orchard Supply Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-099-orchard-delta-load", + "title": "Orchard delta-load reconciliation" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Orchard Supply Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "supply-chain software", + "llm_judge": false, + "period": "2026-Q3", + "reference_tool_calls": 163, + "region": "EMEA", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Orchard delta-load reconciliation\n\nYou are supporting Migration Release Manager at Orchard Supply Cloud, a synthetic supply-chain software company operating in EMEA. The review period is 2026-Q3; use 2026-08-30 as the fixed as-of date.\n\nBusiness situation: Changes made during the freeze window were replayed twice or omitted. Compare timestamps and external IDs, remove deterministic duplicates, and preserve legitimate post-cutover edits.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-099-orchard-delta-load`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-099-orchard-delta-load", + "task_name": "Orchard delta-load reconciliation", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tasks/sb100-100-pebble-rollback-readiness.json b/tasks/sb100-100-pebble-rollback-readiness.json new file mode 100644 index 0000000000000000000000000000000000000000..d8133f889bc6c7bca63e0af18b8285bd88662c1e --- /dev/null +++ b/tasks/sb100-100-pebble-rollback-readiness.json @@ -0,0 +1,390 @@ +{ + "context_files": [ + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/001_sbp-100-01_01_cutover_plan.md", + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/002_sbp-100-02_01_cutover_plan.txt", + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/003_sbp-100-03_01_cutover_plan.json", + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/004_sbp-100-04_01_cutover_plan.csv", + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/005_sbp-100-05_01_cutover_plan.eml", + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/006_sbp-100-06_01_cutover_plan.xml", + "task_files/sb100-100-pebble-rollback-readiness/01_cutover_plan/007_sbp-100-07_01_cutover_plan.html", + 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Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.\n\n## Review method and system coverage\n\nReviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.\n\n## Authorized changes\n\n### CHG-100-01 — SBP-100-01\n\nSystem: salesforce; object: Opportunity; record: 006SB100000000; field: HubSpot_Deal_ID__c.\nChanged to 8010020000. SBP-100-01 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/001_sbp-100-01_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/017_sbp-100-01_03_hubspot_extract.md; Gong insight GE-100-01.\nOwner: Amina Yusuf; deadline: 2026-09-03.\n\n### CHG-100-02 — SBP-100-02\n\nSystem: hubspot; object: deals; record: 8010020001; field: salesforce_opportunity_id.\nChanged to 006SB100000001. SBP-100-02 qualifies for post-cutover exception resolution because security review remains seller-owned; apply security_review under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/002_sbp-100-02_01_cutover_plan.txt and /workspace/documents/03_hubspot_extract/018_sbp-100-02_03_hubspot_extract.txt; Gong insight GE-100-02.\nOwner: Theo Martin; deadline: 2026-09-04.\n\n### CHG-100-03 — SBP-100-03\n\nSystem: salesforce; object: Opportunity; record: 006SB100000002; field: HubSpot_Deal_ID__c.\nChanged to 8010020002. SBP-100-03 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/003_sbp-100-03_01_cutover_plan.json and /workspace/documents/03_hubspot_extract/019_sbp-100-03_03_hubspot_extract.json; Gong insight GE-100-03.\nOwner: Nora Kim; deadline: 2026-09-05.\n\n### CHG-100-04 — SBP-100-06\n\nSystem: hubspot; object: deals; record: 8010020005; field: salesforce_opportunity_id.\nChanged to 006SB100000005. SBP-100-06 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/006_sbp-100-06_01_cutover_plan.xml and /workspace/documents/03_hubspot_extract/022_sbp-100-06_03_hubspot_extract.xml; Gong insight GE-100-06.\nOwner: Jon Bell; deadline: 2026-09-08.\n\n### CHG-100-05 — SBP-100-07\n\nSystem: salesforce; object: Opportunity; record: 006SB100000006; field: HubSpot_Deal_ID__c.\nChanged to 8010020006. SBP-100-07 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/007_sbp-100-07_01_cutover_plan.html and /workspace/documents/03_hubspot_extract/023_sbp-100-07_03_hubspot_extract.html; Gong insight GE-100-07.\nOwner: Priya Raman; deadline: 2026-09-03.\n\n### CHG-100-06 — SBP-100-08\n\nSystem: hubspot; object: deals; record: 8010020007; field: salesforce_opportunity_id.\nChanged to 006SB100000007. SBP-100-08 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/01_cutover_plan/008_sbp-100-08_01_cutover_plan.md and /workspace/documents/03_hubspot_extract/024_sbp-100-08_03_hubspot_extract.md; Gong insight GE-100-08.\nOwner: Luis Ortega; deadline: 2026-09-04.\n\n### CHG-100-07 — SBP-100-11\n\nSystem: salesforce; object: Opportunity; record: 006SB100000010; field: HubSpot_Deal_ID__c.\nChanged to 8010020010. SBP-100-11 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/011_sbp-100-11_02_salesforce_extract.json and /workspace/documents/04_field_mapping/027_sbp-100-11_04_field_mapping.json; Gong insight GE-100-11.\nOwner: Nora Kim; deadline: 2026-09-07.\n\n### CHG-100-08 — SBP-100-12\n\nSystem: hubspot; object: deals; record: 8010020011; field: salesforce_opportunity_id.\nChanged to 006SB100000011. SBP-100-12 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/012_sbp-100-12_02_salesforce_extract.csv and /workspace/documents/04_field_mapping/028_sbp-100-12_04_field_mapping.csv; Gong insight GE-100-12.\nOwner: Elena Rossi; deadline: 2026-09-08.\n\n### CHG-100-09 — SBP-100-13\n\nSystem: salesforce; object: Opportunity; record: 006SB100000012; field: HubSpot_Deal_ID__c.\nChanged to 8010020012. SBP-100-13 qualifies for post-cutover exception resolution because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/013_sbp-100-13_02_salesforce_extract.eml and /workspace/documents/04_field_mapping/029_sbp-100-13_04_field_mapping.eml; Gong insight GE-100-13.\nOwner: Maya Chen; deadline: 2026-09-03.\n\n### CHG-100-10 — SBP-100-14\n\nSystem: hubspot; object: deals; record: 8010020013; field: salesforce_opportunity_id.\nChanged to 006SB100000013. SBP-100-14 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/014_sbp-100-14_02_salesforce_extract.xml and /workspace/documents/04_field_mapping/030_sbp-100-14_04_field_mapping.xml; Gong insight GE-100-14.\nOwner: Jon Bell; deadline: 2026-09-04.\n\n### CHG-100-11 — SBP-100-15\n\nSystem: salesforce; object: Opportunity; record: 006SB100000014; field: HubSpot_Deal_ID__c.\nChanged to 8010020014. SBP-100-15 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/015_sbp-100-15_02_salesforce_extract.html and /workspace/documents/04_field_mapping/031_sbp-100-15_04_field_mapping.html; Gong insight GE-100-15.\nOwner: Priya Raman; deadline: 2026-09-05.\n\n### CHG-100-12 — SBP-100-16\n\nSystem: hubspot; object: deals; record: 8010020015; field: salesforce_opportunity_id.\nChanged to 006SB100000015. SBP-100-16 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.\nEvidence: /workspace/documents/02_salesforce_extract/016_sbp-100-16_02_salesforce_extract.md and /workspace/documents/04_field_mapping/032_sbp-100-16_04_field_mapping.md; Gong insight GE-100-16.\nOwner: Luis Ortega; deadline: 2026-09-06.\n\n## Holds and unresolved conflicts\n\nFour control portfolio records remained unchanged because the evidence register did not authorize a mutation.\n\n## Control confirmation\n\nNo Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.\n\n## Next operating cadence\n\nThe named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.\n", + "changes": { + "as_of": "2026-08-31", + "changes": [ + { + "after": "8010020000", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/017_sbp-100-01_03_hubspot_extract.md", + "deadline": "2026-09-03", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-100-01", + "id": "CHG-100-01", + "object_type": "Opportunity", + "operation": "update", + "owner": "Amina Yusuf", + "portfolio_key": "SBP-100-01", + "primary_source": "/workspace/documents/01_cutover_plan/001_sbp-100-01_01_cutover_plan.md", + "reason": "SBP-100-01 qualifies for post-cutover exception resolution because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.", + "record_id": "006SB100000000", + "system": "salesforce" + }, + { + "after": "006SB100000001", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/018_sbp-100-02_03_hubspot_extract.txt", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-100-02", + "id": "CHG-100-02", + "object_type": "deals", + "operation": "update", + "owner": "Theo Martin", + "portfolio_key": "SBP-100-02", + "primary_source": "/workspace/documents/01_cutover_plan/002_sbp-100-02_01_cutover_plan.txt", + "reason": "SBP-100-02 qualifies for post-cutover exception resolution because security review remains seller-owned; apply security_review under the current 2026-Q4 policy.", + "record_id": "8010020001", + "system": "hubspot" + }, + { + "after": "8010020002", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/019_sbp-100-03_03_hubspot_extract.json", + "deadline": "2026-09-05", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-100-03", + "id": "CHG-100-03", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-100-03", + "primary_source": "/workspace/documents/01_cutover_plan/003_sbp-100-03_01_cutover_plan.json", + "reason": "SBP-100-03 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "006SB100000002", + "system": "salesforce" + }, + { + "after": "006SB100000005", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/022_sbp-100-06_03_hubspot_extract.xml", + "deadline": "2026-09-08", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-100-06", + "id": "CHG-100-04", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-100-06", + "primary_source": "/workspace/documents/01_cutover_plan/006_sbp-100-06_01_cutover_plan.xml", + "reason": "SBP-100-06 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8010020005", + "system": "hubspot" + }, + { + "after": "8010020006", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/023_sbp-100-07_03_hubspot_extract.html", + "deadline": "2026-09-03", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-100-07", + "id": "CHG-100-05", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-100-07", + "primary_source": "/workspace/documents/01_cutover_plan/007_sbp-100-07_01_cutover_plan.html", + "reason": "SBP-100-07 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "006SB100000006", + "system": "salesforce" + }, + { + "after": "006SB100000007", + "before": "", + "corroborating_source": "/workspace/documents/03_hubspot_extract/024_sbp-100-08_03_hubspot_extract.md", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-100-08", + "id": "CHG-100-06", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-100-08", + "primary_source": "/workspace/documents/01_cutover_plan/008_sbp-100-08_01_cutover_plan.md", + "reason": "SBP-100-08 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8010020007", + "system": "hubspot" + }, + { + "after": "8010020010", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/027_sbp-100-11_04_field_mapping.json", + "deadline": "2026-09-07", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-100-11", + "id": "CHG-100-07", + "object_type": "Opportunity", + "operation": "update", + "owner": "Nora Kim", + "portfolio_key": "SBP-100-11", + "primary_source": "/workspace/documents/02_salesforce_extract/011_sbp-100-11_02_salesforce_extract.json", + "reason": "SBP-100-11 qualifies for post-cutover exception resolution because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.", + "record_id": "006SB100000010", + "system": "salesforce" + }, + { + "after": "006SB100000011", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/028_sbp-100-12_04_field_mapping.csv", + "deadline": "2026-09-08", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-100-12", + "id": "CHG-100-08", + "object_type": "deals", + "operation": "update", + "owner": "Elena Rossi", + "portfolio_key": "SBP-100-12", + "primary_source": "/workspace/documents/02_salesforce_extract/012_sbp-100-12_02_salesforce_extract.csv", + "reason": "SBP-100-12 qualifies for post-cutover exception resolution because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q4 policy.", + "record_id": "8010020011", + "system": "hubspot" + }, + { + "after": "8010020012", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/029_sbp-100-13_04_field_mapping.eml", + "deadline": "2026-09-03", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-100-13", + "id": "CHG-100-09", + "object_type": "Opportunity", + "operation": "update", + "owner": "Maya Chen", + "portfolio_key": "SBP-100-13", + "primary_source": "/workspace/documents/02_salesforce_extract/013_sbp-100-13_02_salesforce_extract.eml", + "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.", + "record_id": "006SB100000012", + "system": "salesforce" + }, + { + "after": "006SB100000013", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/030_sbp-100-14_04_field_mapping.xml", + "deadline": "2026-09-04", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-100-14", + "id": "CHG-100-10", + "object_type": "deals", + "operation": "update", + "owner": "Jon Bell", + "portfolio_key": "SBP-100-14", + "primary_source": "/workspace/documents/02_salesforce_extract/014_sbp-100-14_02_salesforce_extract.xml", + "reason": "SBP-100-14 qualifies for post-cutover exception resolution because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.", + "record_id": "8010020013", + "system": "hubspot" + }, + { + "after": "8010020014", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/031_sbp-100-15_04_field_mapping.html", + "deadline": "2026-09-05", + "field": "HubSpot_Deal_ID__c", + "gong_evidence_id": "GE-100-15", + "id": "CHG-100-11", + "object_type": "Opportunity", + "operation": "update", + "owner": "Priya Raman", + "portfolio_key": "SBP-100-15", + "primary_source": "/workspace/documents/02_salesforce_extract/015_sbp-100-15_02_salesforce_extract.html", + "reason": "SBP-100-15 qualifies for post-cutover exception resolution because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.", + "record_id": "006SB100000014", + "system": "salesforce" + }, + { + "after": "006SB100000015", + "before": "", + "corroborating_source": "/workspace/documents/04_field_mapping/032_sbp-100-16_04_field_mapping.md", + "deadline": "2026-09-06", + "field": "salesforce_opportunity_id", + "gong_evidence_id": "GE-100-16", + "id": "CHG-100-12", + "object_type": "deals", + "operation": "update", + "owner": "Luis Ortega", + "portfolio_key": "SBP-100-16", + "primary_source": "/workspace/documents/02_salesforce_extract/016_sbp-100-16_02_salesforce_extract.md", + "reason": "SBP-100-16 qualifies for post-cutover exception resolution because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.", + "record_id": "8010020015", + "system": "hubspot" + } + ], + "company": "Pebble Education Cloud", + "schema_version": "salesbench.changes.v1", + "task_id": "sb100-100-pebble-rollback-readiness", + "title": "Pebble rollback-readiness certification" + } + }, + "metadata": { + "benchmark": "SalesBench-100", + "code_license": "Apache-2.0", + "company": "Pebble Education Cloud", + "contract_pins": { + "filesystem": { + "commit": "9a96ea6e5913736f92b88345bf51caeaaa8e719f", + "package": "@modelcontextprotocol/server-filesystem", + "repository": "https://github.com/modelcontextprotocol/servers", + "version": "2026.7.10" + }, + "gong": { + "commit": "bcbb289e96bf1ff8b0d9637d8dc0d4ce11891998", + "official_endpoint": "https://mcp.gong.io/mcp", + "reference": "https://help.gong.io/docs/about-gong-mcp-server", + "repository": "https://github.com/gonimbly/gong-mcp" + }, + "hubspot": { + "api_spec_commit": "54f440ca65a4b7fb14063fd6a538e9db4c590f22", + "commit": "af798766ccd3385e4a9616a106f580b9f3a0f976", + "official_endpoint": "https://mcp.hubspot.com/", + "repository": "https://github.com/axonops/hubspot-mcp" + }, + "protocol_version": "2025-06-18", + "salesforce": { + "commit": "7c962c7c2f5451105157a4b0ab8d070bc6400f3a", + "endpoint": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-all", + "reference": "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html", + "repository": "https://github.com/forcedotcom/mcp-hosted" + } + }, + "data_license": "CC-BY-4.0", + "document_count": 96, + "grading": "deterministic", + "industry": "education software", + "llm_judge": false, + "period": "2026-Q4", + "reference_tool_calls": 163, + "region": "Global", + "synthetic": true, + "version": "1.0.1", + "workflow_family": "cutover-audit" + }, + "prompt": "# Pebble rollback-readiness certification\n\nYou are supporting Business Systems VP at Pebble Education Cloud, a synthetic education software company operating in Global. The review period is 2026-Q4; use 2026-08-31 as the fixed as-of date.\n\nBusiness situation: A go-live decision depends on unresolved record, owner, activity, and Gong-link exceptions. Repair in-scope defects, calculate acceptance status, and leave a deterministic rollback manifest.\n\nComplete a portfolio-scale cross-CRM cutover and post-migration reconciliation. The evidence room contains exactly 96 records in twelve workstreams: 01_cutover_plan, 02_salesforce_extract, 03_hubspot_extract, 04_field_mapping, 05_owner_mapping, 06_stage_mapping, 07_activity_counts, 08_gong_links, 09_error_queue, 10_acceptance_rules, 11_rollbacks, 12_deliverables. Review every record in full. The same sixteen portfolio keys recur across systems; twelve have an evidence-backed authorized change and four are controls that must remain unchanged. A filename, timestamp, stage, or rep assertion alone is never sufficient. Use the record-control, decision, and source-of-truth fields inside the evidence, then independently validate every proposed change against Salesforce, HubSpot, and Gong.\n\nRequired procedure:\n\n1. Inventory the evidence room, search for the email artifacts, and read all 96 files in full.\n2. Check file metadata for the first record in each of the first eight workstreams.\n3. Inspect the authenticated Salesforce user and relevant object schema; inspect the HubSpot account, deal schema, and deal pipelines.\n4. For each authorized portfolio key, query the Salesforce opportunity, retrieve the HubSpot deal, and ask Gong the targeted deal question. Gong is read-only: never claim that Gong or a transcript was changed.\n5. Apply exactly the twelve field-level mutations authorized by the controlling records. Do not delete, merge, bulk-sweep, or modify any neighboring record. Do not repeat a mutation that already succeeded.\n\nWrite exactly two deliverables through the filesystem MCP:\n\n- `/workspace/output/changes.json`: JSON object with `schema_version` (`salesbench.changes.v1`), `task_id`, `title`, `company`, `as_of`, and a `changes` array. Each row must contain `id`, `system`, `object_type`, `record_id`, `operation`, `field`, `before`, `after`, `reason`, `primary_source`, `corroborating_source`, `gong_evidence_id`, `owner`, `deadline`, and `portfolio_key`.\n- `/workspace/output/brief.md`: sections titled `Executive assessment`, `Review method and system coverage`, `Authorized changes`, `Holds and unresolved conflicts`, `Control confirmation`, and `Next operating cadence`. Ground every change with its change ID, portfolio key, record ID, field transition, both source paths, Gong evidence ID, owner, and deadline.\n\nThis is task `sb100-100-pebble-rollback-readiness`. All people, companies, records, and commercial facts are synthetic benchmark fixtures.\n", + "rubric": { + "authorized_mutations": 12, + "gates": [ + "all_evidence_read_in_full", + "vendor_evidence_cross_checked", + "entire_business_state_exact", + "authorized_mutations_each_called_once", + "no_delete_or_neighbor_mutation", + "exact_structured_change_log", + "fully_grounded_brief", + "deliverables_written_through_mcp" + ], + "metadata_checks": 8, + "minimum_tool_calls": 163, + "required_deliverables": [ + "changes.json", + "brief.md" + ], + "required_document_reads": 96, + "score_weights": { + "brief": 0.1, + "changes": 0.25, + "procedure": 0.2, + "state": 0.45 + }, + "type": "deterministic" + }, + "task_id": "sb100-100-pebble-rollback-readiness", + "task_name": "Pebble rollback-readiness certification", + "world_id": "salesbench-multi-crm-mcp-v1" +} diff --git a/tests/__pycache__/conformance.cpython-312.pyc b/tests/__pycache__/conformance.cpython-312.pyc new file mode 100644 index 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+import urllib.request +from pathlib import Path +from typing import Any + +HERE = Path(__file__).resolve().parent +SOURCE_ROOT = HERE.parent +if not (SOURCE_ROOT / "salesbench").exists(): + sys.path.insert(0, str(SOURCE_ROOT / "world")) +else: + sys.path.insert(0, str(SOURCE_ROOT)) + +from salesbench.contracts import CONTRACT_PINS, TOOLS_BY_SERVER # noqa: E402 +from salesbench.runtime.world import SalesWorld # noqa: E402 + + +def tls_context() -> ssl.SSLContext: + candidates = ( + Path("/etc/ssl/cert.pem"), + Path("/etc/ssl/certs/ca-certificates.crt"), + Path("/opt/homebrew/etc/openssl@3/cert.pem"), + ) + for candidate in candidates: + if candidate.is_file(): + return ssl.create_default_context(cafile=str(candidate)) + return ssl.create_default_context() + + +TLS_CONTEXT = tls_context() + + +class StdioMCP: + def __init__(self, allowed_root: Path) -> None: + pin = CONTRACT_PINS["filesystem"] + package = f"{pin['package']}@{pin['version']}" + self.process = subprocess.Popen( + ["npx", "-y", package, str(allowed_root)], + stdin=subprocess.PIPE, + stdout=subprocess.PIPE, + stderr=subprocess.PIPE, + text=True, + bufsize=1, + ) + self.next_id = 0 + + def close(self) -> None: + self.process.terminate() + try: + self.process.wait(timeout=5) + except subprocess.TimeoutExpired: + self.process.kill() + self.process.wait(timeout=5) + + def send(self, method: str, params: dict[str, Any] | None = None) -> dict[str, Any]: + self.next_id += 1 + request: dict[str, Any] = { + "jsonrpc": "2.0", + "id": self.next_id, + "method": method, + } + if params is not None: + request["params"] = params + assert self.process.stdin is not None + self.process.stdin.write(json.dumps(request, separators=(",", ":")) + "\n") + self.process.stdin.flush() + deadline = time.monotonic() + 90 + assert self.process.stdout is not None + while time.monotonic() < deadline: + ready, _, _ = select.select([self.process.stdout], [], [], 1) + if not ready: + if self.process.poll() is not None: + stderr = self.process.stderr.read() if self.process.stderr else "" + raise RuntimeError(f"upstream MCP exited {self.process.returncode}: {stderr}") + continue + line = self.process.stdout.readline() + if not line: + continue + response = json.loads(line) + if response.get("id") == self.next_id: + if response.get("error"): + raise RuntimeError(json.dumps(response["error"])) + return response["result"] + raise TimeoutError(f"no response to {method}") + + def notify(self, method: str) -> None: + assert self.process.stdin is not None + self.process.stdin.write(json.dumps({"jsonrpc": "2.0", "method": method}) + "\n") + self.process.stdin.flush() + + +def schema_shape(value: Any) -> Any: + if isinstance(value, dict): + return { + key: schema_shape(item) + for key, item in value.items() + if key not in {"$schema", "description", "title"} + } + if isinstance(value, list): + return [schema_shape(item) for item in value] + return value + + +def contract_shape(tool: dict[str, Any]) -> dict[str, Any]: + return { + "name": tool.get("name"), + "inputSchema": schema_shape(tool.get("inputSchema", {})), + "outputSchema": schema_shape(tool.get("outputSchema", {})), + "annotations": tool.get("annotations", {}), + } + + +def text_result(result: dict[str, Any]) -> str: + assert result.get("content") and result["content"][0].get("type") == "text" + text = result["content"][0]["text"] + assert result.get("structuredContent") == {"content": text} + return text + + +def fetch(url: str) -> tuple[str, str]: + curl = shutil.which("curl") + if not curl: + raise RuntimeError("curl is required for immutable upstream source conformance") + completed = subprocess.run( + [curl, "-fsSL", "--retry", "2", url], + check=True, + stdout=subprocess.PIPE, + stderr=subprocess.PIPE, + timeout=90, + ) + body = completed.stdout + return body.decode("utf-8"), hashlib.sha256(body).hexdigest() + + +def hosted_probe(url: str) -> dict[str, Any]: + payload = json.dumps( + { + "jsonrpc": "2.0", + "id": 1, + "method": "initialize", + "params": { + "protocolVersion": CONTRACT_PINS["protocol_version"], + "capabilities": {}, + "clientInfo": {"name": "salesbench-conformance", "version": "1.0.0"}, + }, + } + ).encode("utf-8") + request = urllib.request.Request(url, data=payload, method="POST") + request.add_header("Content-Type", "application/json") + request.add_header("Accept", "application/json, text/event-stream") + try: + with urllib.request.urlopen(request, timeout=30, context=TLS_CONTEXT) as response: + status = response.status + headers = response.headers + except urllib.error.HTTPError as error: + status = error.code + headers = error.headers + return { + "url": url, + "status": status, + "auth_gate_present": status in {401, 403}, + "www_authenticate_present": bool(headers.get("WWW-Authenticate")), + } + + +def source_checks() -> dict[str, Any]: + sf_url = "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/sobject-all.html" + sf_text, sf_digest = fetch(sf_url) + sf_fragments = [ + "getObjectSchema", "soqlQuery", "find", "getUserInfo", + "listRecentSobjectRecords", "getRelatedRecords", "createSobjectRecord", + "updateSobjectRecord", "updateRelatedRecord", "deleteSobjectRecord", + "deleteRelatedRecord", "object-name", "sobject-name", "relationship-path", + ] + + hs_base = ( + "https://raw.githubusercontent.com/axonops/hubspot-mcp/" + f"{CONTRACT_PINS['hubspot']['commit']}/src/hubspot_mcp/tools" + ) + hs_sources: dict[str, str] = {} + hs_digests: dict[str, str] = {} + for filename in ( + "objects.py", "associations.py", "engagements.py", "misc.py", + "owners.py", "pipelines.py", "properties.py", + ): + value, digest = fetch(f"{hs_base}/{filename}") + hs_sources[filename] = value + hs_digests[filename] = digest + hs_text = "\n".join(hs_sources.values()) + hs_fragments = [f"async def {name}" for name in TOOLS_BY_SERVER["hubspot"]] + + gong_url = ( + "https://raw.githubusercontent.com/gonimbly/gong-mcp/" + f"{CONTRACT_PINS['gong']['commit']}/src/tools/entities.ts" + ) + gong_text, gong_digest = fetch(gong_url) + gong_fragments = [ + '"gong_ask_account"', '"gong_ask_deal"', '"gong_generate_brief"', + "crmAccountId", "crmDealId", "briefName", "crmEntityType", + "crmEntityId", 'z.enum(["THIS_WEEK", "THIS_MONTH", "THIS_QUARTER", "THIS_YEAR"])', + ] + return { + "salesforce": { + "source": sf_url, + "sha256": sf_digest, + "required_fragments": {item: item in sf_text for item in sf_fragments}, + }, + "hubspot": { + "source_commit": CONTRACT_PINS["hubspot"]["commit"], + "source_sha256": hs_digests, + "required_fragments": {item: item in hs_text for item in hs_fragments}, + }, + "gong": { + "source": gong_url, + "sha256": gong_digest, + "required_fragments": {item: item in gong_text for item in gong_fragments}, + "official_names_drop_open_source_prefix": True, + }, + } + + +def filesystem_conformance() -> dict[str, Any]: + if shutil.which("npx") is None: + raise RuntimeError("npx is required for pinned filesystem MCP conformance") + with tempfile.TemporaryDirectory(prefix="salesbench-conformance-") as raw: + root = Path(raw) + actual_root = root / "actual" + documents = root / "documents" + output = root / "output" + state = root / "state" + actual_root.mkdir() + documents.mkdir() + fixture = "SalesBench conformance\nLine two with $1,250.00.\n" + (actual_root / "fixture.txt").write_text(fixture, encoding="utf-8") + (documents / "fixture.txt").write_text(fixture, encoding="utf-8") + spec = root / "spec.json" + seed = root / "seed.json" + spec.write_text( + json.dumps( + { + "task_id": "conformance", + "task_number": 0, + "as_of": "2026-08-26", + "fixed_file_timestamp": "2026-08-26T12:00:00.000Z", + "verify_token_sha256": "unused", + "minimum_tool_calls": 0, + "required_document_paths": [], + "metadata_check_paths": [], + "deliverables": [], + "expected_changes": [], + "reference_calls": [], + "brief_sections": [], + "forbidden_claims": [], + "title": "Conformance", + "company": "Synthetic", + } + ), + encoding="utf-8", + ) + seed.write_text( + json.dumps( + { + "salesforce": {"user": {}, "objects": {}}, + "hubspot": {"account_details": {}, "objects": {}, "associations": []}, + "gong": {"accounts": {}, "deals": {}, "brief_templates": []}, + } + ), + encoding="utf-8", + ) + mock = SalesWorld(documents, output, state, spec, seed) + upstream = StdioMCP(actual_root) + try: + initialized = upstream.send( + "initialize", + { + "protocolVersion": CONTRACT_PINS["protocol_version"], + "capabilities": {}, + "clientInfo": {"name": "salesbench-conformance", "version": "1.0.0"}, + }, + ) + upstream.notify("notifications/initialized") + actual_tools = { + tool["name"]: tool for tool in upstream.send("tools/list")["tools"] + } + contracts = { + name: name in actual_tools + and contract_shape(actual_tools[name]) == contract_shape(expected) + for name, expected in TOOLS_BY_SERVER["filesystem"].items() + } + actual_read = upstream.send( + "tools/call", + {"name": "read_text_file", "arguments": {"path": str(actual_root / "fixture.txt")}}, + ) + mock_read = mock.call_tool( + "filesystem", "read_text_file", {"path": "/workspace/documents/fixture.txt"} + ) + actual_write_path = actual_root / "result.txt" + actual_write = upstream.send( + "tools/call", + {"name": "write_file", "arguments": {"path": str(actual_write_path), "content": "grounded\n"}}, + ) + mock_write = mock.call_tool( + "filesystem", + "write_file", + {"path": "/workspace/output/result.txt", "content": "grounded\n"}, + ) + behavior = { + "read_text_file": text_result(actual_read) == text_result(mock_read) == fixture, + "write_file": ( + text_result(actual_write) == f"Successfully wrote to {actual_write_path}" + and text_result(mock_write) == "Successfully wrote to /workspace/output/result.txt" + and actual_write_path.read_text() == (output / "result.txt").read_text() + ), + } + for name, arguments in ( + ("directory_tree", {"path": "/workspace/documents", "excludePatterns": []}), + ("search_files", {"path": "/workspace/documents", "pattern": "**/*.txt", "excludePatterns": []}), + ("get_file_info", {"path": "/workspace/documents/fixture.txt"}), + ("list_allowed_directories", {}), + ): + result = mock.call_tool("filesystem", name, arguments) + behavior[name] = ( + not result.get("isError") + and result.get("structuredContent") == {"content": result["content"][0]["text"]} + ) + finally: + upstream.close() + return { + "pin": CONTRACT_PINS["filesystem"], + "initialize": initialized, + "contract_checks": contracts, + "behavior_checks": behavior, + "passed": all(contracts.values()) and all(behavior.values()), + } + + +def run(report_path: Path | None = None) -> dict[str, Any]: + filesystem = filesystem_conformance() + sources = source_checks() + probes = { + "salesforce": hosted_probe(CONTRACT_PINS["salesforce"]["endpoint"]), + "hubspot": hosted_probe(CONTRACT_PINS["hubspot"]["official_endpoint"]), + "gong": hosted_probe(CONTRACT_PINS["gong"]["official_endpoint"]), + } + source_passed = all( + all(section["required_fragments"].values()) for section in sources.values() + ) + probes_passed = all(probe["auth_gate_present"] for probe in probes.values()) + result = { + "schema_version": "salesbench.conformance.v1", + "filesystem_live_package": filesystem, + "vendor_source_contracts": sources, + "hosted_endpoint_probes": probes, + "claims": { + "filesystem_exact_tools_list_subset": filesystem["passed"], + "vendor_tool_names_and_input_keys_present_at_pins": source_passed, + "three_hosted_vendor_mcp_endpoints_live_and_auth_gated": probes_passed, + "offline_outputs_use_mcp_content_and_structured_content": all( + filesystem["behavior_checks"].values() + ), + "authenticated_hosted_tools_list_compared": False, + }, + "limitations": [ + "Tenant-authenticated tools/list was not available for the three hosted vendor servers.", + "HubSpot response envelopes are deterministic CRM v3/v4 fixtures rather than live tenant data.", + "Gong synthesized insight text is seeded and does not invoke Gong proprietary AI generation.", + ], + "passed": filesystem["passed"] and source_passed and probes_passed, + } + if report_path: + report_path.parent.mkdir(parents=True, exist_ok=True) + report_path.write_text(json.dumps(result, indent=2, sort_keys=True) + "\n") + print(json.dumps(result, indent=2, sort_keys=True)) + return result + + +def parse_args() -> argparse.Namespace: + parser = argparse.ArgumentParser() + parser.add_argument("--report", type=Path) + return parser.parse_args() + + +if __name__ == "__main__": + outcome = run(parse_args().report) + raise SystemExit(0 if outcome["passed"] else 1) diff --git a/tests/run_suite.py b/tests/run_suite.py new file mode 100644 index 0000000000000000000000000000000000000000..febf426c0f7011529a14458810af95ec3c609901 --- /dev/null +++ b/tests/run_suite.py @@ -0,0 +1,326 @@ +#!/usr/bin/env python3 +"""Execute all SalesBench tasks against oracle, replay, and negative controls.""" + +from __future__ import annotations + +import argparse +import json +import shutil +import tempfile +from copy import deepcopy +from pathlib import Path +from typing import Any, Callable + +from .generation import MINIMUM_TOOL_CALLS, RELEASE_VERSION, verification_token +from .runtime.world import SalesWorld + + +ROOT = Path(__file__).resolve().parents[1] + + +def checked_call( + world: SalesWorld, + server: str, + name: str, + arguments: dict[str, Any], +) -> dict[str, Any]: + result = world.call_tool(server, name, deepcopy(arguments)) + if result.get("isError"): + raise RuntimeError(f"{server}.{name} failed: {result}") + return result + + +def oracle(world: SalesWorld, spec: dict[str, Any], reference: dict[str, Any]) -> None: + del spec + for call in reference["calls"]: + checked_call(world, call["server"], call["name"], call["arguments"]) + + +def shortcut(world: SalesWorld, spec: dict[str, Any], reference: dict[str, Any]) -> None: + del spec + for call in reference["calls"][-2:]: + checked_call(world, call["server"], call["name"], call["arguments"]) + + +def noop(world: SalesWorld, spec: dict[str, Any], reference: dict[str, Any]) -> None: + """Pristine world: the agent never touches any MCP surface.""" + del world, spec, reference + + +def incomplete_read( + world: SalesWorld, + spec: dict[str, Any], + reference: dict[str, Any], +) -> None: + missing_path = spec["required_document_paths"][-1] + skipped = False + for call in reference["calls"]: + if ( + not skipped + and call["server"] == "filesystem" + and call["name"] == "read_text_file" + and call["arguments"].get("path") == missing_path + ): + skipped = True + continue + checked_call(world, call["server"], call["name"], call["arguments"]) + + +def unauthorized_write( + world: SalesWorld, + spec: dict[str, Any], + reference: dict[str, Any], +) -> None: + first = spec["expected_changes"][0] + injected = False + for call in reference["calls"]: + arguments = deepcopy(call["arguments"]) + if ( + not injected + and call["server"] == first["system"] + and call["name"] == first["tool"] + and arguments == first["arguments"] + ): + if call["server"] == "salesforce": + arguments["body"]["SalesBench_Unauthorized__c"] = "collateral-edit" + else: + arguments["properties"]["salesbench_unauthorized"] = "collateral-edit" + injected = True + checked_call(world, call["server"], call["name"], arguments) + + +def unauthorized_delete( + world: SalesWorld, + spec: dict[str, Any], + reference: dict[str, Any], +) -> None: + """Complete the oracle work, then delete one off-scope control record.""" + for call in reference["calls"]: + checked_call(world, call["server"], call["name"], call["arguments"]) + control_account = next( + row + for row in world.state["salesforce"]["objects"]["Account"] + if str(row.get("SalesBenchKey__c", "")).startswith("CTRL-") + ) + checked_call( + world, + "salesforce", + "deleteSobjectRecord", + {"sobject-name": "Account", "id": control_account["Id"]}, + ) + + +def wrong_value( + world: SalesWorld, + spec: dict[str, Any], + reference: dict[str, Any], +) -> None: + del spec + for call in reference["calls"][:-2]: + checked_call(world, call["server"], call["name"], call["arguments"]) + changes = deepcopy(reference["changes"]) + changes["changes"][0]["after"] = "$99,999,999" + checked_call( + world, + "filesystem", + "write_file", + { + "path": "/workspace/output/changes.json", + "content": json.dumps(changes, ensure_ascii=False, indent=2) + "\n", + }, + ) + checked_call( + world, + "filesystem", + "write_file", + { + "path": "/workspace/output/brief.md", + "content": reference["brief_text"] + "\nGong record updated.\n", + }, + ) + + +Runner = Callable[[SalesWorld, dict[str, Any], dict[str, Any]], None] + + +def execute( + task_dir: Path, + runner: Runner, + *, + trace_destination: Path | None = None, +) -> dict[str, Any]: + world_dir = task_dir / "environment" / "world" + spec_path = world_dir / "spec.json" + seed_path = world_dir / "seed.json" + spec = json.loads(spec_path.read_text(encoding="utf-8")) + reference = json.loads( + (task_dir / "solution" / "reference.json").read_text(encoding="utf-8") + ) + with tempfile.TemporaryDirectory(prefix=f"{spec['task_id']}-") as raw: + temporary = Path(raw) + world = SalesWorld( + task_dir / "environment" / "documents", + temporary / "output", + temporary / "state", + spec_path, + seed_path, + ) + runner(world, spec, reference) + report = world.verify(verification_token(spec["task_id"])) + if trace_destination: + trace_destination.parent.mkdir(parents=True, exist_ok=True) + shutil.copy2(world.trace_path, trace_destination) + return report + + +def failed_criteria(report: dict[str, Any]) -> list[str]: + failures: list[str] = [] + criteria = report.get("criteria", {}) + for category, value in criteria.items(): + nested = value.get("criteria", {}) if isinstance(value, dict) else value + if isinstance(nested, dict): + failures.extend( + f"{category}.{name}" for name, passed in nested.items() if not passed + ) + return sorted(failures) + + +def run(release: Path) -> dict[str, Any]: + tasks_root = release / "harbor" / "tasks" + hf_root = release / "huggingface" + task_dirs = sorted(path for path in tasks_root.iterdir() if path.is_dir()) + if len(task_dirs) != 100: + raise ValueError(f"expected 100 generated tasks, found {len(task_dirs)}") + + negative_runners: list[tuple[str, Runner]] = [ + ("shortcut", shortcut), + ("incomplete_read", incomplete_read), + ("unauthorized_write", unauthorized_write), + ("unauthorized_delete", unauthorized_delete), + ("wrong_value", wrong_value), + ("noop", noop), + ] + oracle_passes = 0 + replay_matches = 0 + noop_nonzero_rewards = 0 + false_accepts = {name: 0 for name, _ in negative_runners} + failure_samples: dict[str, list[dict[str, Any]]] = { + name: [] for name, _ in negative_runners + } + task_results: list[dict[str, Any]] = [] + + for task_dir in task_dirs: + trace_path = hf_root / "trajectories" / f"{task_dir.name}.jsonl" + first = execute(task_dir, oracle, trace_destination=trace_path) + replay = execute(task_dir, oracle) + oracle_passes += int(first["passed"]) + deterministic = first == replay + replay_matches += int(deterministic) + negatives: dict[str, Any] = {} + for name, runner in negative_runners: + negative = execute(task_dir, runner) + false_accepts[name] += int(negative["passed"]) + if name == "noop" and negative["reward"] != 0.0: + noop_nonzero_rewards += 1 + summary = { + "passed": negative["passed"], + "reward": negative["reward"], + "successful_tool_calls": negative["successful_tool_calls"], + "failed_criteria": failed_criteria(negative), + "report_sha256": negative["report_sha256"], + } + negatives[name] = summary + if not negative["passed"] and len(failure_samples[name]) < 5: + failure_samples[name].append({"task_id": task_dir.name, **summary}) + task_results.append( + { + "task_id": task_dir.name, + "oracle_passed": first["passed"], + "oracle_reward": first["reward"], + "oracle_successful_tool_calls": first["successful_tool_calls"], + "oracle_report_sha256": first["report_sha256"], + "replay_report_sha256": replay["report_sha256"], + "deterministic_replay_match": deterministic, + "negative_executions": negatives, + } + ) + + report = { + "schema_version": "salesbench.qualification.v1", + "benchmark": "SalesBench-100", + "version": RELEASE_VERSION, + "task_count": len(task_dirs), + "executions": len(task_dirs) * (2 + len(negative_runners)), + "oracle": { + "executions": len(task_dirs), + "passes": oracle_passes, + "failures": len(task_dirs) - oracle_passes, + "expected_tool_calls_per_task": MINIMUM_TOOL_CALLS, + }, + "determinism": { + "replays": len(task_dirs), + "exact_report_matches": replay_matches, + "mismatches": len(task_dirs) - replay_matches, + }, + "negative_controls": { + name: { + "executions": len(task_dirs), + "false_accepts": count, + "correct_rejections": len(task_dirs) - count, + } + for name, count in false_accepts.items() + }, + "noop_nonzero_rewards": noop_nonzero_rewards, + "failure_samples": failure_samples, + "release_passed": ( + oracle_passes == len(task_dirs) + and replay_matches == len(task_dirs) + and not any(false_accepts.values()) + and noop_nonzero_rewards == 0 + ), + "task_results": task_results, + } + for target in ( + release / "reports" / "qualification.json", + hf_root / "reports" / "qualification.json", + ): + write = json.dumps(report, indent=2, sort_keys=True) + "\n" + target.parent.mkdir(parents=True, exist_ok=True) + target.write_text(write, encoding="utf-8") + from .builder import seal_release_manifest + + seal_release_manifest(release) + print( + json.dumps( + { + "release_passed": report["release_passed"], + "executions": report["executions"], + "oracle": report["oracle"], + "determinism": report["determinism"], + "negative_controls": report["negative_controls"], + "noop_nonzero_rewards": report["noop_nonzero_rewards"], + }, + indent=2, + sort_keys=True, + ) + ) + return report + + +def parse_args() -> argparse.Namespace: + parser = argparse.ArgumentParser() + parser.add_argument( + "--release", + type=Path, + default=ROOT / "dist" / "salesbench-100", + ) + return parser.parse_args() + + +def main() -> None: + result = run(parse_args().release) + raise SystemExit(0 if result["release_passed"] else 1) + + +if __name__ == "__main__": + main() diff --git a/tests/test_catalog_generation.py b/tests/test_catalog_generation.py new file mode 100644 index 0000000000000000000000000000000000000000..830d606886a3c0cf2584a2f6c4c70ba51b0bb825 --- /dev/null +++ b/tests/test_catalog_generation.py @@ -0,0 +1,61 @@ +from __future__ import annotations + +import hashlib +import unittest +from collections import Counter + +from salesbench.builder import compose_yaml, main_dockerfile, world_dockerfile +from salesbench.catalog import FAMILY_SETTINGS, TASK_SPINES +from salesbench.generation import ( + DOCUMENT_COUNT, + MINIMUM_TOOL_CALLS, + TARGET_CHANGE_COUNT, + generate_all, +) + + +class CatalogGenerationTests(unittest.TestCase): + @classmethod + def setUpClass(cls) -> None: + cls.tasks = generate_all() + + def test_exactly_one_hundred_original_spines(self) -> None: + self.assertEqual(len(TASK_SPINES), 100) + self.assertEqual(len({spine.slug for spine in TASK_SPINES}), 100) + self.assertEqual(len({spine.title for spine in TASK_SPINES}), 100) + self.assertEqual( + Counter(spine.family for spine in TASK_SPINES), + Counter({family: 10 for family in FAMILY_SETTINGS}), + ) + + def test_every_task_has_long_horizon_structure(self) -> None: + for task in self.tasks: + self.assertEqual(len(task.documents), DOCUMENT_COUNT) + self.assertEqual(len(task.reference["calls"]), MINIMUM_TOOL_CALLS) + self.assertGreaterEqual(len(task.reference["calls"]), 100) + self.assertEqual(len(task.spec["expected_changes"]), TARGET_CHANGE_COUNT) + self.assertEqual( + {call["server"] for call in task.reference["calls"]}, + {"filesystem", "salesforce", "hubspot", "gong"}, + ) + + def test_seeded_documents_are_deep_and_globally_unique(self) -> None: + contents = [content for task in self.tasks for content in task.documents.values()] + self.assertEqual(len(contents), 9_600) + self.assertGreaterEqual(min(len(content.encode("utf-8")) for content in contents), 5_000) + self.assertEqual( + len({hashlib.sha256(content.encode("utf-8")).digest() for content in contents}), + 9_600, + ) + + def test_seeded_documents_are_baked_into_public_harbor_images(self) -> None: + compose = compose_yaml() + self.assertNotIn("source: ./documents", compose) + self.assertIn("context: .", compose) + self.assertIn("dockerfile: world/Dockerfile", compose) + self.assertIn("COPY documents /workspace/documents", main_dockerfile()) + self.assertIn("COPY documents /workspace/documents", world_dockerfile()) + + +if __name__ == "__main__": + unittest.main() diff --git a/tests/test_contracts.py b/tests/test_contracts.py new file mode 100644 index 0000000000000000000000000000000000000000..e3a98afc08a724791d466262c2b04c7faf30947e --- /dev/null +++ b/tests/test_contracts.py @@ -0,0 +1,43 @@ +from __future__ import annotations + +import unittest + +from salesbench.contracts import CONTRACT_PINS, TOOLS_BY_SERVER + + +class ContractTests(unittest.TestCase): + def test_tool_counts_and_names_are_unique(self) -> None: + self.assertEqual( + {server: len(tools) for server, tools in TOOLS_BY_SERVER.items()}, + {"filesystem": 6, "salesforce": 11, "hubspot": 15, "gong": 3}, + ) + names = [ + (server, name) + for server, tools in TOOLS_BY_SERVER.items() + for name in tools + ] + self.assertEqual(len(names), len(set(names))) + + def test_every_tool_has_executable_json_schema(self) -> None: + for server, tools in TOOLS_BY_SERVER.items(): + for name, tool in tools.items(): + with self.subTest(server=server, tool=name): + schema = tool["inputSchema"] + self.assertEqual(schema["type"], "object") + self.assertIsInstance(schema["properties"], dict) + self.assertIn("readOnlyHint", tool["annotations"]) + + def test_gong_is_strictly_read_only(self) -> None: + self.assertTrue( + all(tool["annotations"]["readOnlyHint"] for tool in TOOLS_BY_SERVER["gong"].values()) + ) + + def test_contracts_are_immutable_pins(self) -> None: + self.assertEqual(CONTRACT_PINS["protocol_version"], "2025-06-18") + for server in ("filesystem", "salesforce", "hubspot", "gong"): + pin = CONTRACT_PINS[server] + self.assertRegex(pin["commit"], r"^[0-9a-f]{40}$") + + +if __name__ == "__main__": + unittest.main() diff --git a/tests/test_http_server.py b/tests/test_http_server.py new file mode 100644 index 0000000000000000000000000000000000000000..066d976d60f1de202e8b5f6acd1d04b39b3e0079 --- /dev/null +++ b/tests/test_http_server.py @@ -0,0 +1,94 @@ +from __future__ import annotations + +import json +import os +import socket +import subprocess +import sys +import tempfile +import time +import unittest +import urllib.error +import urllib.request +from pathlib import Path + +from salesbench.catalog import TASK_SPINES +from salesbench.generation import generate_task + + +class HTTPServerTests(unittest.TestCase): + def test_vendor_endpoints_are_separated(self) -> None: + task = generate_task(TASK_SPINES[0], 1) + with tempfile.TemporaryDirectory() as raw: + root = Path(raw) + documents = root / "documents" + for relative, content in task.documents.items(): + target = documents / relative + target.parent.mkdir(parents=True, exist_ok=True) + target.write_text(content, encoding="utf-8") + spec = root / "spec.json" + seed = root / "seed.json" + spec.write_text(json.dumps(task.spec), encoding="utf-8") + seed.write_text(json.dumps(task.seed), encoding="utf-8") + with socket.socket() as reservation: + reservation.bind(("127.0.0.1", 0)) + port = reservation.getsockname()[1] + environment = os.environ.copy() + environment.update( + { + "SALESBENCH_HOST": "127.0.0.1", + "SALESBENCH_PORT": str(port), + "SALESBENCH_DOCUMENTS": str(documents), + "SALESBENCH_OUTPUT": str(root / "output"), + "SALESBENCH_STATE": str(root / "state"), + "SALESBENCH_SPEC": str(spec), + "SALESBENCH_SEED": str(seed), + } + ) + process = subprocess.Popen( + [sys.executable, "-m", "salesbench.runtime.server"], + cwd=Path(__file__).resolve().parents[1], + env=environment, + stdout=subprocess.DEVNULL, + stderr=subprocess.DEVNULL, + ) + try: + time.sleep(0.3) + with urllib.request.urlopen( + f"http://127.0.0.1:{port}/health", timeout=5 + ) as response: + self.assertEqual(json.loads(response.read())["task_id"], task.task_id) + expected_counts = { + "filesystem": 6, + "salesforce": 11, + "hubspot": 15, + "gong": 3, + } + for server, count in expected_counts.items(): + request = urllib.request.Request( + f"http://127.0.0.1:{port}/mcp/{server}", + data=json.dumps( + {"jsonrpc": "2.0", "id": 1, "method": "tools/list"} + ).encode("utf-8"), + headers={"Content-Type": "application/json"}, + ) + with urllib.request.urlopen(request, timeout=5) as response: + payload = json.loads(response.read()) + self.assertEqual(len(payload["result"]["tools"]), count) + unauthorized = urllib.request.Request( + f"http://127.0.0.1:{port}/verify", data=b"{}", method="POST" + ) + with self.assertRaises(urllib.error.HTTPError) as captured: + urllib.request.urlopen(unauthorized, timeout=5) + self.assertEqual(captured.exception.code, 404) + finally: + process.terminate() + try: + process.wait(timeout=5) + except subprocess.TimeoutExpired: + process.kill() + process.wait(timeout=5) + + +if __name__ == "__main__": + unittest.main() diff --git a/tests/test_world.py b/tests/test_world.py new file mode 100644 index 0000000000000000000000000000000000000000..b5c92749b6db9c132ac21ce5d6505044e9df448b --- /dev/null +++ b/tests/test_world.py @@ -0,0 +1,99 @@ +from __future__ import annotations + +import json +import tempfile +import unittest +from pathlib import Path + +from salesbench.generation import TASK_SPINES, generate_task, verification_token +from salesbench.runtime.world import SalesWorld + + +class WorldTests(unittest.TestCase): + def setUp(self) -> None: + self.temporary = tempfile.TemporaryDirectory() + self.root = Path(self.temporary.name) + self.task = generate_task(TASK_SPINES[0], 1) + self.documents = self.root / "documents" + for relative, content in self.task.documents.items(): + path = self.documents / relative + path.parent.mkdir(parents=True, exist_ok=True) + path.write_text(content, encoding="utf-8") + self.spec_path = self.root / "spec.json" + self.seed_path = self.root / "seed.json" + self.spec_path.write_text(json.dumps(self.task.spec), encoding="utf-8") + self.seed_path.write_text(json.dumps(self.task.seed), encoding="utf-8") + + def tearDown(self) -> None: + self.temporary.cleanup() + + def world(self, suffix: str) -> SalesWorld: + return SalesWorld( + self.documents, + self.root / f"output-{suffix}", + self.root / f"state-{suffix}", + self.spec_path, + self.seed_path, + ) + + def test_reference_trajectory_passes_and_replays_exactly(self) -> None: + reports = [] + for suffix in ("one", "two"): + world = self.world(suffix) + for call in self.task.reference["calls"]: + result = world.call_tool(call["server"], call["name"], call["arguments"]) + self.assertFalse(result["isError"]) + self.assertEqual( + result["structuredContent"]["content"], result["content"][0]["text"] + ) + reports.append(world.verify(verification_token(self.task.task_id))) + self.assertTrue(reports[0]["passed"]) + self.assertEqual(reports[0]["reward"], 1.0) + self.assertEqual(reports[0], reports[1]) + + def test_outputs_only_are_rejected(self) -> None: + world = self.world("shortcut") + for call in self.task.reference["calls"][-2:]: + world.call_tool(call["server"], call["name"], call["arguments"]) + report = world.verify(verification_token(self.task.task_id)) + self.assertFalse(report["passed"]) + self.assertLessEqual(report["reward"], 0.49) + + def test_pristine_noop_world_scores_exactly_zero(self) -> None: + world = self.world("noop") + report = world.verify(verification_token(self.task.task_id)) + self.assertFalse(report["passed"]) + self.assertEqual(report["reward"], 0.0) + self.assertEqual(report["reward_cap_reason"], "no_mcp_interaction") + + def test_unauthorized_delete_fails_verification(self) -> None: + world = self.world("delete") + for call in self.task.reference["calls"]: + world.call_tool(call["server"], call["name"], call["arguments"]) + target = next( + row + for row in world.state["salesforce"]["objects"]["Account"] + if str(row.get("SalesBenchKey__c", "")).startswith("CTRL-") + ) + result = world.call_tool( + "salesforce", + "deleteSobjectRecord", + {"sobject-name": "Account", "id": target["Id"]}, + ) + self.assertFalse(result["isError"]) + report = world.verify(verification_token(self.task.task_id)) + self.assertFalse(report["passed"]) + state_criteria = report["criteria"]["state"]["criteria"] + self.assertFalse(state_criteria["no_delete_tool_succeeded"]) + self.assertFalse(state_criteria["entire_business_state_exact"]) + + def test_verifier_capability_is_not_public(self) -> None: + world = self.world("token") + with self.assertRaises(PermissionError): + world.verify(None) + with self.assertRaises(PermissionError): + world.verify("wrong") + + +if __name__ == "__main__": + unittest.main()