# Mosaic intent-threshold qualification

## Executive assessment

Third-party intent surges disagree with first-party engagement. Apply the documented threshold and named-account rules, excluding accounts whose activity is entirely anonymous.

## Review method and system coverage

Reviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.

## Authorized changes

### CHG-049-01 — SBP-049-01

System: salesforce; object: Lead; record: 00QSB049000000; field: OwnerId.
Changed 00GQUEUE to 005SB000000002. SBP-049-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/001_sbp-049-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-049-01_03_salesforce_leads.md; Gong insight GE-049-01.
Owner: Jon Bell; deadline: 2026-09-09.

### CHG-049-02 — SBP-049-02

System: hubspot; object: contacts; record: 8004930001; field: hubspot_owner_id.
Changed unassigned to 005SB000000003. SBP-049-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/002_sbp-049-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-049-02_03_salesforce_leads.txt; Gong insight GE-049-02.
Owner: Priya Raman; deadline: 2026-09-10.

### CHG-049-03 — SBP-049-03

System: salesforce; object: Lead; record: 00QSB049000002; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-049-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/003_sbp-049-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-049-03_03_salesforce_leads.json; Gong insight GE-049-03.
Owner: Luis Ortega; deadline: 2026-09-11.

### CHG-049-04 — SBP-049-04

System: hubspot; object: contacts; record: 8004930003; field: hubspot_owner_id.
Changed unassigned to 005SB000000005. SBP-049-04 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/004_sbp-049-04_01_inbound_leads.csv and /workspace/documents/03_salesforce_leads/020_sbp-049-04_03_salesforce_leads.csv; Gong insight GE-049-04.
Owner: Amina Yusuf; deadline: 2026-09-12.

### CHG-049-05 — SBP-049-07

System: salesforce; object: Lead; record: 00QSB049000006; field: OwnerId.
Changed 00GQUEUE to 005SB000000008. SBP-049-07 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/007_sbp-049-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-049-07_03_salesforce_leads.html; Gong insight GE-049-07.
Owner: Elena Rossi; deadline: 2026-09-09.

### CHG-049-06 — SBP-049-09

System: hubspot; object: contacts; record: 8004930008; field: hubspot_owner_id.
Changed unassigned to 005SB000000002. SBP-049-09 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/009_sbp-049-09_02_hubspot_contacts.md and /workspace/documents/04_gong_history/025_sbp-049-09_04_gong_history.md; Gong insight GE-049-09.
Owner: Jon Bell; deadline: 2026-09-11.

### CHG-049-07 — SBP-049-10

System: salesforce; object: Lead; record: 00QSB049000009; field: OwnerId.
Changed 00GQUEUE to 005SB000000003. SBP-049-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/010_sbp-049-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-049-10_04_gong_history.txt; Gong insight GE-049-10.
Owner: Priya Raman; deadline: 2026-09-12.

### CHG-049-08 — SBP-049-11

System: hubspot; object: contacts; record: 8004930010; field: hubspot_owner_id.
Changed unassigned to 005SB000000004. SBP-049-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/011_sbp-049-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-049-11_04_gong_history.json; Gong insight GE-049-11.
Owner: Luis Ortega; deadline: 2026-09-13.

### CHG-049-09 — SBP-049-12

System: salesforce; object: Lead; record: 00QSB049000011; field: OwnerId.
Changed 00GQUEUE to 005SB000000005. SBP-049-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/012_sbp-049-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-049-12_04_gong_history.csv; Gong insight GE-049-12.
Owner: Amina Yusuf; deadline: 2026-09-14.

### CHG-049-10 — SBP-049-14

System: hubspot; object: contacts; record: 8004930013; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-049-14 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/014_sbp-049-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-049-14_04_gong_history.xml; Gong insight GE-049-14.
Owner: Nora Kim; deadline: 2026-09-10.

### CHG-049-11 — SBP-049-15

System: salesforce; object: Lead; record: 00QSB049000014; field: OwnerId.
Changed 00GQUEUE to 005SB000000008. SBP-049-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/015_sbp-049-15_02_hubspot_contacts.html and /workspace/documents/04_gong_history/031_sbp-049-15_04_gong_history.html; Gong insight GE-049-15.
Owner: Elena Rossi; deadline: 2026-09-11.

### CHG-049-12 — SBP-049-16

System: hubspot; object: contacts; record: 8004930015; field: hubspot_owner_id.
Changed unassigned to 005SB000000001. SBP-049-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/016_sbp-049-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-049-16_04_gong_history.md; Gong insight GE-049-16.
Owner: Maya Chen; deadline: 2026-09-12.

## Holds and unresolved conflicts

Four control portfolio records remained unchanged because the evidence register did not authorize a mutation.

## Control confirmation

No Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.

## Next operating cadence

The named owners should complete the recorded actions during 2026-Q4; Revenue Operations should re-run the deterministic exception review after the latest deadline.

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

Mosaic intent-threshold qualification

Prompt: ABM Operations Director at Mosaic Retail AI needs your help before the 2026-Q4 operating review. Third-party intent surges disagree with first-party engagement. Apply the documented threshold and named-account rules, excluding accounts whose activity is entirely anonymous. Work out the defensible lead qualification, enrichment, and territory routing, correct only the CRM records the current evidence actually supports, and leave an audit-ready change register and a short decision brief for the team. Protect unrelated records and private call content; where the sources do not agree, keep the record unchanged and explain the hold.

Use at least 163 distinct successful, argument-specific MCP calls; repeating one lookup does not create credit.

Read all 96 task-scoped source records in full before relying on them.

Inspect custody metadata for the 8 designated source records.

Inventory, search, and traverse the released evidence room.

Identify the Salesforce user and inspect the relevant object contract.

Inspect the HubSpot account, deal schema, and active pipelines.

Query the Salesforce record corresponding to every proposed portfolio correction.

Retrieve the HubSpot record corresponding to every proposed portfolio correction.

Use the permitted Gong deal insight for every proposed portfolio correction.

Leave only changes.json and brief.md in the output workspace.

Create both final deliverables through the filesystem MCP surface.

Confirm salesforce Lead 00QSB049000000 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB049000000 field OwnerId at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-049-01 on 00QSB049000000.

Apply the authorized updateSobjectRecord mutation for CHG-049-01 exactly once.

Confirm hubspot contacts 8004930001 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004930001 field hubspot_owner_id at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-049-02 on 8004930001.

Apply the authorized hubspot_update_object mutation for CHG-049-02 exactly once.

Confirm salesforce Lead 00QSB049000002 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB049000002 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-049-03 on 00QSB049000002.

Apply the authorized updateSobjectRecord mutation for CHG-049-03 exactly once.

Confirm hubspot contacts 8004930003 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004930003 field hubspot_owner_id at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-049-04 on 8004930003.

Apply the authorized hubspot_update_object mutation for CHG-049-04 exactly once.

Confirm salesforce Lead 00QSB049000006 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB049000006 field OwnerId at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-049-05 on 00QSB049000006.

Apply the authorized updateSobjectRecord mutation for CHG-049-05 exactly once.

Confirm hubspot contacts 8004930008 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004930008 field hubspot_owner_id at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-049-06 on 8004930008.

Apply the authorized hubspot_update_object mutation for CHG-049-06 exactly once.

Confirm salesforce Lead 00QSB049000009 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB049000009 field OwnerId at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-049-07 on 00QSB049000009.

Apply the authorized updateSobjectRecord mutation for CHG-049-07 exactly once.

Confirm hubspot contacts 8004930010 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004930010 field hubspot_owner_id at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-049-08 on 8004930010.

Apply the authorized hubspot_update_object mutation for CHG-049-08 exactly once.

Confirm salesforce Lead 00QSB049000011 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB049000011 field OwnerId at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-049-09 on 00QSB049000011.

Apply the authorized updateSobjectRecord mutation for CHG-049-09 exactly once.

Confirm hubspot contacts 8004930013 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004930013 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-049-10 on 8004930013.

Apply the authorized hubspot_update_object mutation for CHG-049-10 exactly once.

Confirm salesforce Lead 00QSB049000014 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB049000014 field OwnerId at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-049-11 on 00QSB049000014.

Apply the authorized updateSobjectRecord mutation for CHG-049-11 exactly once.

Confirm hubspot contacts 8004930015 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004930015 field hubspot_owner_id at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-049-12 on 8004930015.

Apply the authorized hubspot_update_object mutation for CHG-049-12 exactly once.

Choose the evidence-backed records: all twelve supported changes land and every control or neighboring record remains byte-for-byte unchanged.

Complete the work without deleting any CRM record.

Keep Gong read-only throughout the workflow.

Produce changes.json as a JSON object.

Record exactly 12 supported changes in changes.json.

Use every authorized change ID once and only once.

Set changes.json top-level schema_version to this task's exact released value.

Set changes.json top-level task_id to this task's exact released value.

Set changes.json top-level title to this task's exact released value.

Set changes.json top-level company to this task's exact released value.

Set changes.json top-level as_of to this task's exact released value.

Include an auditable row for CHG-049-01 (SBP-049-01).

Ground CHG-049-01's id in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's system in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's object_type in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's record_id in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's operation in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's field in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's before in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's after in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's reason in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's primary_source in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's corroborating_source in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's gong_evidence_id in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's owner in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's deadline in the released record for 00QSB049000000 and its controlling sources.

Ground CHG-049-01's portfolio_key in the released record for 00QSB049000000 and its controlling sources.

Include an auditable row for CHG-049-02 (SBP-049-02).

Ground CHG-049-02's id in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's system in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's object_type in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's record_id in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's operation in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's field in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's before in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's after in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's reason in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's primary_source in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's corroborating_source in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's gong_evidence_id in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's owner in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's deadline in the released record for 8004930001 and its controlling sources.

Ground CHG-049-02's portfolio_key in the released record for 8004930001 and its controlling sources.

Include an auditable row for CHG-049-03 (SBP-049-03).

Ground CHG-049-03's id in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's system in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's object_type in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's record_id in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's operation in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's field in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's before in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's after in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's reason in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's primary_source in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's corroborating_source in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's gong_evidence_id in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's owner in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's deadline in the released record for 00QSB049000002 and its controlling sources.

Ground CHG-049-03's portfolio_key in the released record for 00QSB049000002 and its controlling sources.

Include an auditable row for CHG-049-04 (SBP-049-04).

Ground CHG-049-04's id in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's system in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's object_type in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's record_id in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's operation in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's field in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's before in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's after in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's reason in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's primary_source in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's corroborating_source in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's gong_evidence_id in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's owner in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's deadline in the released record for 8004930003 and its controlling sources.

Ground CHG-049-04's portfolio_key in the released record for 8004930003 and its controlling sources.

Include an auditable row for CHG-049-05 (SBP-049-07).

Ground CHG-049-05's id in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's system in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's object_type in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's record_id in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's operation in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's field in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's before in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's after in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's reason in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's primary_source in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's corroborating_source in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's gong_evidence_id in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's owner in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's deadline in the released record for 00QSB049000006 and its controlling sources.

Ground CHG-049-05's portfolio_key in the released record for 00QSB049000006 and its controlling sources.

Include an auditable row for CHG-049-06 (SBP-049-09).

Ground CHG-049-06's id in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's system in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's object_type in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's record_id in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's operation in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's field in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's before in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's after in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's reason in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's primary_source in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's corroborating_source in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's gong_evidence_id in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's owner in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's deadline in the released record for 8004930008 and its controlling sources.

Ground CHG-049-06's portfolio_key in the released record for 8004930008 and its controlling sources.

Include an auditable row for CHG-049-07 (SBP-049-10).

Ground CHG-049-07's id in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's system in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's object_type in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's record_id in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's operation in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's field in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's before in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's after in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's reason in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's primary_source in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's corroborating_source in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's gong_evidence_id in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's owner in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's deadline in the released record for 00QSB049000009 and its controlling sources.

Ground CHG-049-07's portfolio_key in the released record for 00QSB049000009 and its controlling sources.

Include an auditable row for CHG-049-08 (SBP-049-11).

Ground CHG-049-08's id in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's system in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's object_type in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's record_id in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's operation in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's field in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's before in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's after in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's reason in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's primary_source in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's corroborating_source in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's gong_evidence_id in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's owner in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's deadline in the released record for 8004930010 and its controlling sources.

Ground CHG-049-08's portfolio_key in the released record for 8004930010 and its controlling sources.

Include an auditable row for CHG-049-09 (SBP-049-12).

Ground CHG-049-09's id in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's system in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's object_type in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's record_id in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's operation in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's field in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's before in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's after in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's reason in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's primary_source in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's corroborating_source in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's gong_evidence_id in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's owner in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's deadline in the released record for 00QSB049000011 and its controlling sources.

Ground CHG-049-09's portfolio_key in the released record for 00QSB049000011 and its controlling sources.

Include an auditable row for CHG-049-10 (SBP-049-14).

Ground CHG-049-10's id in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's system in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's object_type in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's record_id in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's operation in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's field in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's before in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's after in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's reason in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's primary_source in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's corroborating_source in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's gong_evidence_id in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's owner in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's deadline in the released record for 8004930013 and its controlling sources.

Ground CHG-049-10's portfolio_key in the released record for 8004930013 and its controlling sources.

Include an auditable row for CHG-049-11 (SBP-049-15).

Ground CHG-049-11's id in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's system in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's object_type in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's record_id in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's operation in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's field in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's before in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's after in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's reason in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's primary_source in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's corroborating_source in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's gong_evidence_id in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's owner in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's deadline in the released record for 00QSB049000014 and its controlling sources.

Ground CHG-049-11's portfolio_key in the released record for 00QSB049000014 and its controlling sources.

Include an auditable row for CHG-049-12 (SBP-049-16).

Ground CHG-049-12's id in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's system in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's object_type in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's record_id in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's operation in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's field in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's before in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's after in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's reason in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's primary_source in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's corroborating_source in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's gong_evidence_id in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's owner in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's deadline in the released record for 8004930015 and its controlling sources.

Ground CHG-049-12's portfolio_key in the released record for 8004930015 and its controlling sources.

Include the 'Executive assessment' decision section in brief.md.

Include the 'Review method and system coverage' decision section in brief.md.

Include the 'Authorized changes' decision section in brief.md.

Include the 'Holds and unresolved conflicts' decision section in brief.md.

Include the 'Control confirmation' decision section in brief.md.

Include the 'Next operating cadence' decision section in brief.md.

Explain CHG-049-01 with portfolio key SBP-049-01, record 00QSB049000000, field transition '00GQUEUE' to '005SB000000002', both source paths, owner, and deadline.

Explain CHG-049-02 with portfolio key SBP-049-02, record 8004930001, field transition 'unassigned' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-049-03 with portfolio key SBP-049-03, record 00QSB049000002, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-049-04 with portfolio key SBP-049-04, record 8004930003, field transition 'unassigned' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-049-05 with portfolio key SBP-049-07, record 00QSB049000006, field transition '00GQUEUE' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-049-06 with portfolio key SBP-049-09, record 8004930008, field transition 'unassigned' to '005SB000000002', both source paths, owner, and deadline.

Explain CHG-049-07 with portfolio key SBP-049-10, record 00QSB049000009, field transition '00GQUEUE' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-049-08 with portfolio key SBP-049-11, record 8004930010, field transition 'unassigned' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-049-09 with portfolio key SBP-049-12, record 00QSB049000011, field transition '00GQUEUE' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-049-10 with portfolio key SBP-049-14, record 8004930013, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-049-11 with portfolio key SBP-049-15, record 00QSB049000014, field transition '00GQUEUE' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-049-12 with portfolio key SBP-049-16, record 8004930015, field transition 'unassigned' to '005SB000000001', both source paths, owner, and deadline.

Do not claim that Gong changed, expose private transcript text, invent approval, or report a forbidden bulk action.

The controlling and corroborating records effective on 2026-09-06 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

The task evidence explicitly shows retries, imports, or seller edits whose timestamps are newer but not authoritative; this would also change the four control records.

That avoids damage but leaves the evidence-supported qualified-lead routing unfinished for Mosaic Retail AI.


# Nimbus education persona filtering

## Executive assessment

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.

## Review method and system coverage

Reviewed all 96 seeded artifacts, validated live records in Salesforce and HubSpot, and used Gong only for permitted synthesized insights.

## Authorized changes

### CHG-050-01 — SBP-050-01

System: salesforce; object: Lead; record: 00QSB050000000; field: OwnerId.
Changed 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.
Evidence: /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.
Owner: Priya Raman; deadline: 2026-09-10.

### CHG-050-02 — SBP-050-02

System: hubspot; object: contacts; record: 8005030001; field: hubspot_owner_id.
Changed 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.
Evidence: /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.
Owner: Luis Ortega; deadline: 2026-09-11.

### CHG-050-03 — SBP-050-03

System: salesforce; object: Lead; record: 00QSB050000002; field: OwnerId.
Changed 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.
Evidence: /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.
Owner: Amina Yusuf; deadline: 2026-09-12.

### CHG-050-04 — SBP-050-05

System: hubspot; object: contacts; record: 8005030004; field: hubspot_owner_id.
Changed 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.
Evidence: /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.
Owner: Nora Kim; deadline: 2026-09-14.

### CHG-050-05 — SBP-050-06

System: salesforce; object: Lead; record: 00QSB050000005; field: OwnerId.
Changed 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.
Evidence: /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.
Owner: Elena Rossi; deadline: 2026-09-15.

### CHG-050-06 — SBP-050-07

System: hubspot; object: contacts; record: 8005030006; field: hubspot_owner_id.
Changed 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.
Evidence: /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.
Owner: Maya Chen; deadline: 2026-09-10.

### CHG-050-07 — SBP-050-09

System: salesforce; object: Lead; record: 00QSB050000008; field: OwnerId.
Changed 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.
Evidence: /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.
Owner: Priya Raman; deadline: 2026-09-12.

### CHG-050-08 — SBP-050-10

System: hubspot; object: contacts; record: 8005030009; field: hubspot_owner_id.
Changed 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.
Evidence: /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.
Owner: Luis Ortega; deadline: 2026-09-13.

### CHG-050-09 — SBP-050-11

System: salesforce; object: Lead; record: 00QSB050000010; field: OwnerId.
Changed 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.
Evidence: /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.
Owner: Amina Yusuf; deadline: 2026-09-14.

### CHG-050-10 — SBP-050-12

System: hubspot; object: contacts; record: 8005030011; field: hubspot_owner_id.
Changed 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.
Evidence: /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.
Owner: Theo Martin; deadline: 2026-09-15.

### CHG-050-11 — SBP-050-15

System: salesforce; object: Lead; record: 00QSB050000014; field: OwnerId.
Changed 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.
Evidence: /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.
Owner: Maya Chen; deadline: 2026-09-12.

### CHG-050-12 — SBP-050-16

System: hubspot; object: contacts; record: 8005030015; field: hubspot_owner_id.
Changed 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.
Evidence: /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.
Owner: Jon Bell; deadline: 2026-09-13.

## Holds and unresolved conflicts

Four control portfolio records remained unchanged because the evidence register did not authorize a mutation.

## Control confirmation

No Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.

## Next operating cadence

The named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

Nimbus education persona filtering

Prompt: Inbound Operations Manager at Nimbus Campus Systems needs your help before the 2026-Q3 operating review. 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. Work out the defensible lead qualification, enrichment, and territory routing, correct only the CRM records the current evidence actually supports, and leave an audit-ready change register and a short decision brief for the team. Protect unrelated records and private call content; where the sources do not agree, keep the record unchanged and explain the hold.

Use at least 163 distinct successful, argument-specific MCP calls; repeating one lookup does not create credit.

Read all 96 task-scoped source records in full before relying on them.

Inspect custody metadata for the 8 designated source records.

Inventory, search, and traverse the released evidence room.

Identify the Salesforce user and inspect the relevant object contract.

Inspect the HubSpot account, deal schema, and active pipelines.

Query the Salesforce record corresponding to every proposed portfolio correction.

Retrieve the HubSpot record corresponding to every proposed portfolio correction.

Use the permitted Gong deal insight for every proposed portfolio correction.

Leave only changes.json and brief.md in the output workspace.

Create both final deliverables through the filesystem MCP surface.

Confirm salesforce Lead 00QSB050000000 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB050000000 field OwnerId at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-050-01 on 00QSB050000000.

Apply the authorized updateSobjectRecord mutation for CHG-050-01 exactly once.

Confirm hubspot contacts 8005030001 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8005030001 field hubspot_owner_id at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-050-02 on 8005030001.

Apply the authorized hubspot_update_object mutation for CHG-050-02 exactly once.

Confirm salesforce Lead 00QSB050000002 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB050000002 field OwnerId at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-050-03 on 00QSB050000002.

Apply the authorized updateSobjectRecord mutation for CHG-050-03 exactly once.

Confirm hubspot contacts 8005030004 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8005030004 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-050-04 on 8005030004.

Apply the authorized hubspot_update_object mutation for CHG-050-04 exactly once.

Confirm salesforce Lead 00QSB050000005 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB050000005 field OwnerId at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-050-05 on 00QSB050000005.

Apply the authorized updateSobjectRecord mutation for CHG-050-05 exactly once.

Confirm hubspot contacts 8005030006 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8005030006 field hubspot_owner_id at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-050-06 on 8005030006.

Apply the authorized hubspot_update_object mutation for CHG-050-06 exactly once.

Confirm salesforce Lead 00QSB050000008 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB050000008 field OwnerId at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-050-07 on 00QSB050000008.

Apply the authorized updateSobjectRecord mutation for CHG-050-07 exactly once.

Confirm hubspot contacts 8005030009 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8005030009 field hubspot_owner_id at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-050-08 on 8005030009.

Apply the authorized hubspot_update_object mutation for CHG-050-08 exactly once.

Confirm salesforce Lead 00QSB050000010 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB050000010 field OwnerId at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-050-09 on 00QSB050000010.

Apply the authorized updateSobjectRecord mutation for CHG-050-09 exactly once.

Confirm hubspot contacts 8005030011 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8005030011 field hubspot_owner_id at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-050-10 on 8005030011.

Apply the authorized hubspot_update_object mutation for CHG-050-10 exactly once.

Confirm salesforce Lead 00QSB050000014 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB050000014 field OwnerId at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-050-11 on 00QSB050000014.

Apply the authorized updateSobjectRecord mutation for CHG-050-11 exactly once.

Confirm hubspot contacts 8005030015 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8005030015 field hubspot_owner_id at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-050-12 on 8005030015.

Apply the authorized hubspot_update_object mutation for CHG-050-12 exactly once.

Choose the evidence-backed records: all twelve supported changes land and every control or neighboring record remains byte-for-byte unchanged.

Complete the work without deleting any CRM record.

Keep Gong read-only throughout the workflow.

Produce changes.json as a JSON object.

Record exactly 12 supported changes in changes.json.

Use every authorized change ID once and only once.

Set changes.json top-level schema_version to this task's exact released value.

Set changes.json top-level task_id to this task's exact released value.

Set changes.json top-level title to this task's exact released value.

Set changes.json top-level company to this task's exact released value.

Set changes.json top-level as_of to this task's exact released value.

Include an auditable row for CHG-050-01 (SBP-050-01).

Ground CHG-050-01's id in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's system in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's object_type in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's record_id in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's operation in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's field in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's before in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's after in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's reason in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's primary_source in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's corroborating_source in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's gong_evidence_id in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's owner in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's deadline in the released record for 00QSB050000000 and its controlling sources.

Ground CHG-050-01's portfolio_key in the released record for 00QSB050000000 and its controlling sources.

Include an auditable row for CHG-050-02 (SBP-050-02).

Ground CHG-050-02's id in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's system in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's object_type in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's record_id in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's operation in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's field in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's before in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's after in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's reason in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's primary_source in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's corroborating_source in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's gong_evidence_id in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's owner in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's deadline in the released record for 8005030001 and its controlling sources.

Ground CHG-050-02's portfolio_key in the released record for 8005030001 and its controlling sources.

Include an auditable row for CHG-050-03 (SBP-050-03).

Ground CHG-050-03's id in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's system in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's object_type in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's record_id in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's operation in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's field in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's before in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's after in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's reason in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's primary_source in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's corroborating_source in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's gong_evidence_id in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's owner in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's deadline in the released record for 00QSB050000002 and its controlling sources.

Ground CHG-050-03's portfolio_key in the released record for 00QSB050000002 and its controlling sources.

Include an auditable row for CHG-050-04 (SBP-050-05).

Ground CHG-050-04's id in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's system in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's object_type in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's record_id in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's operation in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's field in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's before in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's after in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's reason in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's primary_source in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's corroborating_source in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's gong_evidence_id in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's owner in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's deadline in the released record for 8005030004 and its controlling sources.

Ground CHG-050-04's portfolio_key in the released record for 8005030004 and its controlling sources.

Include an auditable row for CHG-050-05 (SBP-050-06).

Ground CHG-050-05's id in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's system in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's object_type in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's record_id in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's operation in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's field in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's before in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's after in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's reason in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's primary_source in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's corroborating_source in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's gong_evidence_id in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's owner in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's deadline in the released record for 00QSB050000005 and its controlling sources.

Ground CHG-050-05's portfolio_key in the released record for 00QSB050000005 and its controlling sources.

Include an auditable row for CHG-050-06 (SBP-050-07).

Ground CHG-050-06's id in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's system in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's object_type in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's record_id in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's operation in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's field in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's before in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's after in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's reason in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's primary_source in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's corroborating_source in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's gong_evidence_id in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's owner in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's deadline in the released record for 8005030006 and its controlling sources.

Ground CHG-050-06's portfolio_key in the released record for 8005030006 and its controlling sources.

Include an auditable row for CHG-050-07 (SBP-050-09).

Ground CHG-050-07's id in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's system in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's object_type in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's record_id in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's operation in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's field in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's before in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's after in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's reason in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's primary_source in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's corroborating_source in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's gong_evidence_id in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's owner in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's deadline in the released record for 00QSB050000008 and its controlling sources.

Ground CHG-050-07's portfolio_key in the released record for 00QSB050000008 and its controlling sources.

Include an auditable row for CHG-050-08 (SBP-050-10).

Ground CHG-050-08's id in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's system in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's object_type in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's record_id in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's operation in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's field in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's before in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's after in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's reason in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's primary_source in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's corroborating_source in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's gong_evidence_id in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's owner in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's deadline in the released record for 8005030009 and its controlling sources.

Ground CHG-050-08's portfolio_key in the released record for 8005030009 and its controlling sources.

Include an auditable row for CHG-050-09 (SBP-050-11).

Ground CHG-050-09's id in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's system in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's object_type in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's record_id in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's operation in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's field in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's before in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's after in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's reason in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's primary_source in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's corroborating_source in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's gong_evidence_id in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's owner in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's deadline in the released record for 00QSB050000010 and its controlling sources.

Ground CHG-050-09's portfolio_key in the released record for 00QSB050000010 and its controlling sources.

Include an auditable row for CHG-050-10 (SBP-050-12).

Ground CHG-050-10's id in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's system in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's object_type in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's record_id in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's operation in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's field in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's before in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's after in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's reason in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's primary_source in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's corroborating_source in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's gong_evidence_id in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's owner in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's deadline in the released record for 8005030011 and its controlling sources.

Ground CHG-050-10's portfolio_key in the released record for 8005030011 and its controlling sources.

Include an auditable row for CHG-050-11 (SBP-050-15).

Ground CHG-050-11's id in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's system in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's object_type in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's record_id in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's operation in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's field in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's before in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's after in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's reason in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's primary_source in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's corroborating_source in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's gong_evidence_id in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's owner in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's deadline in the released record for 00QSB050000014 and its controlling sources.

Ground CHG-050-11's portfolio_key in the released record for 00QSB050000014 and its controlling sources.

Include an auditable row for CHG-050-12 (SBP-050-16).

Ground CHG-050-12's id in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's system in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's object_type in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's record_id in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's operation in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's field in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's before in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's after in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's reason in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's primary_source in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's corroborating_source in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's gong_evidence_id in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's owner in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's deadline in the released record for 8005030015 and its controlling sources.

Ground CHG-050-12's portfolio_key in the released record for 8005030015 and its controlling sources.

Include the 'Executive assessment' decision section in brief.md.

Include the 'Review method and system coverage' decision section in brief.md.

brief.section.Review method and system coverage

Include the 'Authorized changes' decision section in brief.md.

Include the 'Holds and unresolved conflicts' decision section in brief.md.

brief.section.Holds and unresolved conflicts

Include the 'Control confirmation' decision section in brief.md.

Include the 'Next operating cadence' decision section in brief.md.

Explain CHG-050-01 with portfolio key SBP-050-01, record 00QSB050000000, field transition '00GQUEUE' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-050-02 with portfolio key SBP-050-02, record 8005030001, field transition 'unassigned' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-050-03 with portfolio key SBP-050-03, record 00QSB050000002, field transition '00GQUEUE' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-050-04 with portfolio key SBP-050-05, record 8005030004, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-050-05 with portfolio key SBP-050-06, record 00QSB050000005, field transition '00GQUEUE' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-050-06 with portfolio key SBP-050-07, record 8005030006, field transition 'unassigned' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-050-07 with portfolio key SBP-050-09, record 00QSB050000008, field transition '00GQUEUE' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-050-08 with portfolio key SBP-050-10, record 8005030009, field transition 'unassigned' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-050-09 with portfolio key SBP-050-11, record 00QSB050000010, field transition '00GQUEUE' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-050-10 with portfolio key SBP-050-12, record 8005030011, field transition 'unassigned' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-050-11 with portfolio key SBP-050-15, record 00QSB050000014, field transition '00GQUEUE' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-050-12 with portfolio key SBP-050-16, record 8005030015, field transition 'unassigned' to '005SB000000002', both source paths, owner, and deadline.

Do not claim that Gong changed, expose private transcript text, invent approval, or report a forbidden bulk action.

Repair only the supported 2026-Q3 records

The controlling and corroborating records effective on 2026-09-07 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

Trust the newest CRM timestamp and bulk-sync the portfolio

Hold every record until all source systems agree verbatim

That avoids damage but leaves the evidence-supported qualified-lead routing unfinished for Nimbus Campus Systems.