# Upland channel renewal alignment

## Executive assessment

Distributor records and direct CRM renewals show different end dates. Reconcile using executed documents and leave partner compensation decisions outside the data repair.

## 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-057-01 — SBP-057-01

System: salesforce; object: Opportunity; record: 006SB057000000; field: Renewal_Risk__c.
Changed 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.
Evidence: /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.
Owner: Jon Bell; deadline: 2026-08-29.

### CHG-057-02 — SBP-057-05

System: hubspot; object: deals; record: 8005720004; field: renewal_risk.
Changed 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.
Evidence: /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.
Owner: Theo Martin; deadline: 2026-09-02.

### CHG-057-03 — SBP-057-06

System: salesforce; object: Opportunity; record: 006SB057000005; field: Renewal_Risk__c.
Changed 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.
Evidence: /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.
Owner: Nora Kim; deadline: 2026-09-03.

### CHG-057-04 — SBP-057-07

System: hubspot; object: deals; record: 8005720006; field: renewal_risk.
Changed 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.
Evidence: /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.
Owner: Elena Rossi; deadline: 2026-08-29.

### CHG-057-05 — SBP-057-08

System: salesforce; object: Opportunity; record: 006SB057000007; field: Renewal_Risk__c.
Changed 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.
Evidence: /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.
Owner: Maya Chen; deadline: 2026-08-30.

### CHG-057-06 — SBP-057-09

System: hubspot; object: deals; record: 8005720008; field: renewal_risk.
Changed 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.
Evidence: /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.
Owner: Jon Bell; deadline: 2026-08-31.

### CHG-057-07 — SBP-057-10

System: salesforce; object: Opportunity; record: 006SB057000009; field: Renewal_Risk__c.
Changed 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.
Evidence: /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.
Owner: Priya Raman; deadline: 2026-09-01.

### CHG-057-08 — SBP-057-12

System: hubspot; object: deals; record: 8005720011; field: renewal_risk.
Changed 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.
Evidence: /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.
Owner: Amina Yusuf; deadline: 2026-09-03.

### CHG-057-09 — SBP-057-13

System: salesforce; object: Opportunity; record: 006SB057000012; field: Renewal_Risk__c.
Changed 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.
Evidence: /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.
Owner: Theo Martin; deadline: 2026-08-29.

### CHG-057-10 — SBP-057-14

System: hubspot; object: deals; record: 8005720013; field: renewal_risk.
Changed 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.
Evidence: /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.
Owner: Nora Kim; deadline: 2026-08-30.

### CHG-057-11 — SBP-057-15

System: salesforce; object: Opportunity; record: 006SB057000014; field: Renewal_Risk__c.
Changed 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.
Evidence: /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.
Owner: Elena Rossi; deadline: 2026-08-31.

### CHG-057-12 — SBP-057-16

System: hubspot; object: deals; record: 8005720015; field: renewal_risk.
Changed 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.
Evidence: /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.
Owner: Maya Chen; deadline: 2026-09-01.

## 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

Upland channel renewal alignment

Prompt: Channel Renewals Director at Upland Identity needs your help before the 2026-Q4 operating review. Distributor records and direct CRM renewals show different end dates. Reconcile using executed documents and leave partner compensation decisions outside the data repair. Work out the defensible renewal, expansion, and customer-success handoff, 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 Opportunity 006SB057000000 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB057000000 field Renewal_Risk__c at the supported value 'security_review'.

Change only the provider fields authorized for CHG-057-01 on 006SB057000000.

Apply the authorized updateSobjectRecord mutation for CHG-057-01 exactly once.

Confirm hubspot deals 8005720004 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005720004 field renewal_risk at the supported value 'consent_conflict'.

Change only the provider fields authorized for CHG-057-02 on 8005720004.

Apply the authorized hubspot_update_object mutation for CHG-057-02 exactly once.

Confirm salesforce Opportunity 006SB057000005 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB057000005 field Renewal_Risk__c at the supported value 'single_threaded'.

Change only the provider fields authorized for CHG-057-03 on 006SB057000005.

Apply the authorized updateSobjectRecord mutation for CHG-057-03 exactly once.

Confirm hubspot deals 8005720006 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005720006 field renewal_risk at the supported value 'stage_evidence_gap'.

Change only the provider fields authorized for CHG-057-04 on 8005720006.

Apply the authorized hubspot_update_object mutation for CHG-057-04 exactly once.

Confirm salesforce Opportunity 006SB057000007 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB057000007 field Renewal_Risk__c at the supported value 'support_recovery'.

Change only the provider fields authorized for CHG-057-05 on 006SB057000007.

Apply the authorized updateSobjectRecord mutation for CHG-057-05 exactly once.

Confirm hubspot deals 8005720008 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005720008 field renewal_risk at the supported value 'security_review'.

Change only the provider fields authorized for CHG-057-06 on 8005720008.

Apply the authorized hubspot_update_object mutation for CHG-057-06 exactly once.

Confirm salesforce Opportunity 006SB057000009 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB057000009 field Renewal_Risk__c at the supported value 'identity_ambiguity'.

Change only the provider fields authorized for CHG-057-07 on 006SB057000009.

Apply the authorized updateSobjectRecord mutation for CHG-057-07 exactly once.

Confirm hubspot deals 8005720011 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005720011 field renewal_risk at the supported value 'procurement_timing'.

Change only the provider fields authorized for CHG-057-08 on 8005720011.

Apply the authorized hubspot_update_object mutation for CHG-057-08 exactly once.

Confirm salesforce Opportunity 006SB057000012 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB057000012 field Renewal_Risk__c at the supported value 'consent_conflict'.

Change only the provider fields authorized for CHG-057-09 on 006SB057000012.

Apply the authorized updateSobjectRecord mutation for CHG-057-09 exactly once.

Confirm hubspot deals 8005720013 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005720013 field renewal_risk at the supported value 'single_threaded'.

Change only the provider fields authorized for CHG-057-10 on 8005720013.

Apply the authorized hubspot_update_object mutation for CHG-057-10 exactly once.

Confirm salesforce Opportunity 006SB057000014 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB057000014 field Renewal_Risk__c at the supported value 'stage_evidence_gap'.

Change only the provider fields authorized for CHG-057-11 on 006SB057000014.

Apply the authorized updateSobjectRecord mutation for CHG-057-11 exactly once.

Confirm hubspot deals 8005720015 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005720015 field renewal_risk at the supported value 'support_recovery'.

Change only the provider fields authorized for CHG-057-12 on 8005720015.

Apply the authorized hubspot_update_object mutation for CHG-057-12 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-057-01 (SBP-057-01).

Ground CHG-057-01's id in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's system in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's object_type in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's record_id in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's operation in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's field in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's before in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's after in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's reason in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's primary_source in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's corroborating_source in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's gong_evidence_id in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's owner in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's deadline in the released record for 006SB057000000 and its controlling sources.

Ground CHG-057-01's portfolio_key in the released record for 006SB057000000 and its controlling sources.

Include an auditable row for CHG-057-02 (SBP-057-05).

Ground CHG-057-02's id in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's system in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's object_type in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's record_id in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's operation in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's field in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's before in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's after in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's reason in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's primary_source in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's corroborating_source in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's gong_evidence_id in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's owner in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's deadline in the released record for 8005720004 and its controlling sources.

Ground CHG-057-02's portfolio_key in the released record for 8005720004 and its controlling sources.

Include an auditable row for CHG-057-03 (SBP-057-06).

Ground CHG-057-03's id in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's system in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's object_type in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's record_id in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's operation in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's field in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's before in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's after in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's reason in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's primary_source in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's corroborating_source in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's gong_evidence_id in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's owner in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's deadline in the released record for 006SB057000005 and its controlling sources.

Ground CHG-057-03's portfolio_key in the released record for 006SB057000005 and its controlling sources.

Include an auditable row for CHG-057-04 (SBP-057-07).

Ground CHG-057-04's id in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's system in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's object_type in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's record_id in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's operation in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's field in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's before in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's after in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's reason in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's primary_source in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's corroborating_source in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's gong_evidence_id in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's owner in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's deadline in the released record for 8005720006 and its controlling sources.

Ground CHG-057-04's portfolio_key in the released record for 8005720006 and its controlling sources.

Include an auditable row for CHG-057-05 (SBP-057-08).

Ground CHG-057-05's id in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's system in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's object_type in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's record_id in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's operation in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's field in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's before in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's after in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's reason in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's primary_source in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's corroborating_source in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's gong_evidence_id in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's owner in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's deadline in the released record for 006SB057000007 and its controlling sources.

Ground CHG-057-05's portfolio_key in the released record for 006SB057000007 and its controlling sources.

Include an auditable row for CHG-057-06 (SBP-057-09).

Ground CHG-057-06's id in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's system in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's object_type in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's record_id in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's operation in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's field in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's before in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's after in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's reason in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's primary_source in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's corroborating_source in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's gong_evidence_id in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's owner in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's deadline in the released record for 8005720008 and its controlling sources.

Ground CHG-057-06's portfolio_key in the released record for 8005720008 and its controlling sources.

Include an auditable row for CHG-057-07 (SBP-057-10).

Ground CHG-057-07's id in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's system in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's object_type in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's record_id in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's operation in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's field in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's before in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's after in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's reason in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's primary_source in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's corroborating_source in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's gong_evidence_id in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's owner in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's deadline in the released record for 006SB057000009 and its controlling sources.

Ground CHG-057-07's portfolio_key in the released record for 006SB057000009 and its controlling sources.

Include an auditable row for CHG-057-08 (SBP-057-12).

Ground CHG-057-08's id in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's system in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's object_type in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's record_id in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's operation in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's field in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's before in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's after in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's reason in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's primary_source in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's corroborating_source in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's gong_evidence_id in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's owner in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's deadline in the released record for 8005720011 and its controlling sources.

Ground CHG-057-08's portfolio_key in the released record for 8005720011 and its controlling sources.

Include an auditable row for CHG-057-09 (SBP-057-13).

Ground CHG-057-09's id in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's system in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's object_type in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's record_id in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's operation in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's field in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's before in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's after in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's reason in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's primary_source in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's corroborating_source in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's gong_evidence_id in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's owner in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's deadline in the released record for 006SB057000012 and its controlling sources.

Ground CHG-057-09's portfolio_key in the released record for 006SB057000012 and its controlling sources.

Include an auditable row for CHG-057-10 (SBP-057-14).

Ground CHG-057-10's id in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's system in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's object_type in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's record_id in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's operation in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's field in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's before in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's after in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's reason in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's primary_source in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's corroborating_source in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's gong_evidence_id in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's owner in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's deadline in the released record for 8005720013 and its controlling sources.

Ground CHG-057-10's portfolio_key in the released record for 8005720013 and its controlling sources.

Include an auditable row for CHG-057-11 (SBP-057-15).

Ground CHG-057-11's id in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's system in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's object_type in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's record_id in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's operation in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's field in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's before in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's after in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's reason in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's primary_source in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's corroborating_source in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's gong_evidence_id in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's owner in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's deadline in the released record for 006SB057000014 and its controlling sources.

Ground CHG-057-11's portfolio_key in the released record for 006SB057000014 and its controlling sources.

Include an auditable row for CHG-057-12 (SBP-057-16).

Ground CHG-057-12's id in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's system in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's object_type in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's record_id in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's operation in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's field in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's before in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's after in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's reason in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's primary_source in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's corroborating_source in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's gong_evidence_id in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's owner in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's deadline in the released record for 8005720015 and its controlling sources.

Ground CHG-057-12's portfolio_key in the released record for 8005720015 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-057-01 with portfolio key SBP-057-01, record 006SB057000000, field transition 'Unreviewed' to 'security_review', both source paths, owner, and deadline.

Explain CHG-057-02 with portfolio key SBP-057-05, record 8005720004, field transition 'unreviewed' to 'consent_conflict', both source paths, owner, and deadline.

Explain CHG-057-03 with portfolio key SBP-057-06, record 006SB057000005, field transition 'Unreviewed' to 'single_threaded', both source paths, owner, and deadline.

Explain CHG-057-04 with portfolio key SBP-057-07, record 8005720006, field transition 'unreviewed' to 'stage_evidence_gap', both source paths, owner, and deadline.

Explain CHG-057-05 with portfolio key SBP-057-08, record 006SB057000007, field transition 'Unreviewed' to 'support_recovery', both source paths, owner, and deadline.

Explain CHG-057-06 with portfolio key SBP-057-09, record 8005720008, field transition 'unreviewed' to 'security_review', both source paths, owner, and deadline.

Explain CHG-057-07 with portfolio key SBP-057-10, record 006SB057000009, field transition 'Unreviewed' to 'identity_ambiguity', both source paths, owner, and deadline.

Explain CHG-057-08 with portfolio key SBP-057-12, record 8005720011, field transition 'unreviewed' to 'procurement_timing', both source paths, owner, and deadline.

Explain CHG-057-09 with portfolio key SBP-057-13, record 006SB057000012, field transition 'Unreviewed' to 'consent_conflict', both source paths, owner, and deadline.

Explain CHG-057-10 with portfolio key SBP-057-14, record 8005720013, field transition 'unreviewed' to 'single_threaded', both source paths, owner, and deadline.

Explain CHG-057-11 with portfolio key SBP-057-15, record 006SB057000014, field transition 'Unreviewed' to 'stage_evidence_gap', both source paths, owner, and deadline.

Explain CHG-057-12 with portfolio key SBP-057-16, record 8005720015, field transition 'unreviewed' to 'support_recovery', 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 2026-08-26 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 renewal and expansion handoff unfinished for Upland Identity.


# Vista auto-renewal exception review

## Executive assessment

Auto-renewal records include customers with negotiated opt-outs and superseding amendments. Correct opportunity timing and create notices only from controlling terms.

## 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-058-01 — SBP-058-01

System: salesforce; object: Opportunity; record: 006SB058000000; field: Renewal_Risk__c.
Changed Unreviewed to single_threaded. SBP-058-01 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/001_sbp-058-01_01_contracts.md and /workspace/documents/03_salesforce_renewals/017_sbp-058-01_03_salesforce_renewals.md; Gong insight GE-058-01.
Owner: Priya Raman; deadline: 2026-08-30.

### CHG-058-02 — SBP-058-02

System: hubspot; object: deals; record: 8005820001; field: renewal_risk.
Changed unreviewed to stage_evidence_gap. SBP-058-02 qualifies for renewal and expansion handoff because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/002_sbp-058-02_01_contracts.txt and /workspace/documents/03_salesforce_renewals/018_sbp-058-02_03_salesforce_renewals.txt; Gong insight GE-058-02.
Owner: Luis Ortega; deadline: 2026-08-31.

### CHG-058-03 — SBP-058-03

System: salesforce; object: Opportunity; record: 006SB058000002; field: Renewal_Risk__c.
Changed Unreviewed to support_recovery. SBP-058-03 qualifies for renewal and expansion handoff because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/003_sbp-058-03_01_contracts.json and /workspace/documents/03_salesforce_renewals/019_sbp-058-03_03_salesforce_renewals.json; Gong insight GE-058-03.
Owner: Amina Yusuf; deadline: 2026-09-01.

### CHG-058-04 — SBP-058-04

System: hubspot; object: deals; record: 8005820003; field: renewal_risk.
Changed unreviewed to security_review. SBP-058-04 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/004_sbp-058-04_01_contracts.csv and /workspace/documents/03_salesforce_renewals/020_sbp-058-04_03_salesforce_renewals.csv; Gong insight GE-058-04.
Owner: Theo Martin; deadline: 2026-09-02.

### CHG-058-05 — SBP-058-06

System: salesforce; object: Opportunity; record: 006SB058000005; field: Renewal_Risk__c.
Changed Unreviewed to commercial_terms. SBP-058-06 qualifies for renewal and expansion handoff because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/006_sbp-058-06_01_contracts.xml and /workspace/documents/03_salesforce_renewals/022_sbp-058-06_03_salesforce_renewals.xml; Gong insight GE-058-06.
Owner: Elena Rossi; deadline: 2026-09-04.

### CHG-058-06 — SBP-058-07

System: hubspot; object: deals; record: 8005820006; field: renewal_risk.
Changed unreviewed to procurement_timing. SBP-058-07 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/007_sbp-058-07_01_contracts.html and /workspace/documents/03_salesforce_renewals/023_sbp-058-07_03_salesforce_renewals.html; Gong insight GE-058-07.
Owner: Maya Chen; deadline: 2026-08-30.

### CHG-058-07 — SBP-058-08

System: salesforce; object: Opportunity; record: 006SB058000007; field: Renewal_Risk__c.
Changed Unreviewed to consent_conflict. SBP-058-08 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_contracts/008_sbp-058-08_01_contracts.md and /workspace/documents/03_salesforce_renewals/024_sbp-058-08_03_salesforce_renewals.md; Gong insight GE-058-08.
Owner: Jon Bell; deadline: 2026-08-31.

### CHG-058-08 — SBP-058-09

System: hubspot; object: deals; record: 8005820008; field: renewal_risk.
Changed unreviewed to single_threaded. SBP-058-09 qualifies for renewal and expansion handoff because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_subscriptions/009_sbp-058-09_02_subscriptions.md and /workspace/documents/04_hubspot_health/025_sbp-058-09_04_hubspot_health.md; Gong insight GE-058-09.
Owner: Priya Raman; deadline: 2026-09-01.

### CHG-058-09 — SBP-058-12

System: salesforce; object: Opportunity; record: 006SB058000011; field: Renewal_Risk__c.
Changed Unreviewed to security_review. SBP-058-12 qualifies for renewal and expansion handoff because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_subscriptions/012_sbp-058-12_02_subscriptions.csv and /workspace/documents/04_hubspot_health/028_sbp-058-12_04_hubspot_health.csv; Gong insight GE-058-12.
Owner: Theo Martin; deadline: 2026-09-04.

### CHG-058-10 — SBP-058-13

System: hubspot; object: deals; record: 8005820012; field: renewal_risk.
Changed unreviewed to identity_ambiguity. SBP-058-13 qualifies for renewal and expansion handoff because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_subscriptions/013_sbp-058-13_02_subscriptions.eml and /workspace/documents/04_hubspot_health/029_sbp-058-13_04_hubspot_health.eml; Gong insight GE-058-13.
Owner: Nora Kim; deadline: 2026-08-30.

### CHG-058-11 — SBP-058-15

System: salesforce; object: Opportunity; record: 006SB058000014; field: Renewal_Risk__c.
Changed Unreviewed to procurement_timing. SBP-058-15 qualifies for renewal and expansion handoff because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_subscriptions/015_sbp-058-15_02_subscriptions.html and /workspace/documents/04_hubspot_health/031_sbp-058-15_04_hubspot_health.html; Gong insight GE-058-15.
Owner: Maya Chen; deadline: 2026-09-01.

### CHG-058-12 — SBP-058-16

System: hubspot; object: deals; record: 8005820015; field: renewal_risk.
Changed unreviewed to consent_conflict. SBP-058-16 qualifies for renewal and expansion handoff because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_subscriptions/016_sbp-058-16_02_subscriptions.md and /workspace/documents/04_hubspot_health/032_sbp-058-16_04_hubspot_health.md; Gong insight GE-058-16.
Owner: Jon Bell; deadline: 2026-09-02.

## 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

Vista auto-renewal exception review

Prompt: Commercial Operations Counsel at Vista Commerce needs your help before the 2026-Q3 operating review. Auto-renewal records include customers with negotiated opt-outs and superseding amendments. Correct opportunity timing and create notices only from controlling terms. Work out the defensible renewal, expansion, and customer-success handoff, 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 Opportunity 006SB058000000 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB058000000 field Renewal_Risk__c at the supported value 'single_threaded'.

Change only the provider fields authorized for CHG-058-01 on 006SB058000000.

Apply the authorized updateSobjectRecord mutation for CHG-058-01 exactly once.

Confirm hubspot deals 8005820001 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005820001 field renewal_risk at the supported value 'stage_evidence_gap'.

Change only the provider fields authorized for CHG-058-02 on 8005820001.

Apply the authorized hubspot_update_object mutation for CHG-058-02 exactly once.

Confirm salesforce Opportunity 006SB058000002 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB058000002 field Renewal_Risk__c at the supported value 'support_recovery'.

Change only the provider fields authorized for CHG-058-03 on 006SB058000002.

Apply the authorized updateSobjectRecord mutation for CHG-058-03 exactly once.

Confirm hubspot deals 8005820003 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005820003 field renewal_risk at the supported value 'security_review'.

Change only the provider fields authorized for CHG-058-04 on 8005820003.

Apply the authorized hubspot_update_object mutation for CHG-058-04 exactly once.

Confirm salesforce Opportunity 006SB058000005 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB058000005 field Renewal_Risk__c at the supported value 'commercial_terms'.

Change only the provider fields authorized for CHG-058-05 on 006SB058000005.

Apply the authorized updateSobjectRecord mutation for CHG-058-05 exactly once.

Confirm hubspot deals 8005820006 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005820006 field renewal_risk at the supported value 'procurement_timing'.

Change only the provider fields authorized for CHG-058-06 on 8005820006.

Apply the authorized hubspot_update_object mutation for CHG-058-06 exactly once.

Confirm salesforce Opportunity 006SB058000007 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB058000007 field Renewal_Risk__c at the supported value 'consent_conflict'.

Change only the provider fields authorized for CHG-058-07 on 006SB058000007.

Apply the authorized updateSobjectRecord mutation for CHG-058-07 exactly once.

Confirm hubspot deals 8005820008 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005820008 field renewal_risk at the supported value 'single_threaded'.

Change only the provider fields authorized for CHG-058-08 on 8005820008.

Apply the authorized hubspot_update_object mutation for CHG-058-08 exactly once.

Confirm salesforce Opportunity 006SB058000011 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB058000011 field Renewal_Risk__c at the supported value 'security_review'.

Change only the provider fields authorized for CHG-058-09 on 006SB058000011.

Apply the authorized updateSobjectRecord mutation for CHG-058-09 exactly once.

Confirm hubspot deals 8005820012 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005820012 field renewal_risk at the supported value 'identity_ambiguity'.

Change only the provider fields authorized for CHG-058-10 on 8005820012.

Apply the authorized hubspot_update_object mutation for CHG-058-10 exactly once.

Confirm salesforce Opportunity 006SB058000014 field Renewal_Risk__c began as 'Unreviewed'.

Leave salesforce Opportunity 006SB058000014 field Renewal_Risk__c at the supported value 'procurement_timing'.

Change only the provider fields authorized for CHG-058-11 on 006SB058000014.

Apply the authorized updateSobjectRecord mutation for CHG-058-11 exactly once.

Confirm hubspot deals 8005820015 field renewal_risk began as 'unreviewed'.

Leave hubspot deals 8005820015 field renewal_risk at the supported value 'consent_conflict'.

Change only the provider fields authorized for CHG-058-12 on 8005820015.

Apply the authorized hubspot_update_object mutation for CHG-058-12 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-058-01 (SBP-058-01).

Ground CHG-058-01's id in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's system in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's object_type in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's record_id in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's operation in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's field in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's before in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's after in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's reason in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's primary_source in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's corroborating_source in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's gong_evidence_id in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's owner in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's deadline in the released record for 006SB058000000 and its controlling sources.

Ground CHG-058-01's portfolio_key in the released record for 006SB058000000 and its controlling sources.

Include an auditable row for CHG-058-02 (SBP-058-02).

Ground CHG-058-02's id in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's system in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's object_type in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's record_id in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's operation in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's field in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's before in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's after in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's reason in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's primary_source in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's corroborating_source in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's gong_evidence_id in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's owner in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's deadline in the released record for 8005820001 and its controlling sources.

Ground CHG-058-02's portfolio_key in the released record for 8005820001 and its controlling sources.

Include an auditable row for CHG-058-03 (SBP-058-03).

Ground CHG-058-03's id in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's system in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's object_type in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's record_id in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's operation in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's field in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's before in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's after in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's reason in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's primary_source in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's corroborating_source in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's gong_evidence_id in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's owner in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's deadline in the released record for 006SB058000002 and its controlling sources.

Ground CHG-058-03's portfolio_key in the released record for 006SB058000002 and its controlling sources.

Include an auditable row for CHG-058-04 (SBP-058-04).

Ground CHG-058-04's id in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's system in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's object_type in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's record_id in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's operation in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's field in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's before in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's after in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's reason in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's primary_source in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's corroborating_source in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's gong_evidence_id in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's owner in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's deadline in the released record for 8005820003 and its controlling sources.

Ground CHG-058-04's portfolio_key in the released record for 8005820003 and its controlling sources.

Include an auditable row for CHG-058-05 (SBP-058-06).

Ground CHG-058-05's id in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's system in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's object_type in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's record_id in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's operation in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's field in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's before in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's after in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's reason in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's primary_source in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's corroborating_source in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's gong_evidence_id in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's owner in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's deadline in the released record for 006SB058000005 and its controlling sources.

Ground CHG-058-05's portfolio_key in the released record for 006SB058000005 and its controlling sources.

Include an auditable row for CHG-058-06 (SBP-058-07).

Ground CHG-058-06's id in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's system in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's object_type in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's record_id in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's operation in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's field in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's before in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's after in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's reason in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's primary_source in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's corroborating_source in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's gong_evidence_id in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's owner in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's deadline in the released record for 8005820006 and its controlling sources.

Ground CHG-058-06's portfolio_key in the released record for 8005820006 and its controlling sources.

Include an auditable row for CHG-058-07 (SBP-058-08).

Ground CHG-058-07's id in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's system in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's object_type in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's record_id in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's operation in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's field in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's before in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's after in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's reason in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's primary_source in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's corroborating_source in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's gong_evidence_id in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's owner in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's deadline in the released record for 006SB058000007 and its controlling sources.

Ground CHG-058-07's portfolio_key in the released record for 006SB058000007 and its controlling sources.

Include an auditable row for CHG-058-08 (SBP-058-09).

Ground CHG-058-08's id in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's system in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's object_type in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's record_id in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's operation in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's field in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's before in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's after in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's reason in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's primary_source in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's corroborating_source in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's gong_evidence_id in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's owner in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's deadline in the released record for 8005820008 and its controlling sources.

Ground CHG-058-08's portfolio_key in the released record for 8005820008 and its controlling sources.

Include an auditable row for CHG-058-09 (SBP-058-12).

Ground CHG-058-09's id in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's system in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's object_type in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's record_id in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's operation in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's field in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's before in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's after in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's reason in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's primary_source in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's corroborating_source in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's gong_evidence_id in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's owner in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's deadline in the released record for 006SB058000011 and its controlling sources.

Ground CHG-058-09's portfolio_key in the released record for 006SB058000011 and its controlling sources.

Include an auditable row for CHG-058-10 (SBP-058-13).

Ground CHG-058-10's id in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's system in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's object_type in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's record_id in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's operation in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's field in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's before in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's after in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's reason in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's primary_source in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's corroborating_source in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's gong_evidence_id in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's owner in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's deadline in the released record for 8005820012 and its controlling sources.

Ground CHG-058-10's portfolio_key in the released record for 8005820012 and its controlling sources.

Include an auditable row for CHG-058-11 (SBP-058-15).

Ground CHG-058-11's id in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's system in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's object_type in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's record_id in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's operation in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's field in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's before in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's after in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's reason in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's primary_source in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's corroborating_source in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's gong_evidence_id in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's owner in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's deadline in the released record for 006SB058000014 and its controlling sources.

Ground CHG-058-11's portfolio_key in the released record for 006SB058000014 and its controlling sources.

Include an auditable row for CHG-058-12 (SBP-058-16).

Ground CHG-058-12's id in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's system in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's object_type in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's record_id in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's operation in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's field in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's before in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's after in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's reason in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's primary_source in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's corroborating_source in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's gong_evidence_id in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's owner in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's deadline in the released record for 8005820015 and its controlling sources.

Ground CHG-058-12's portfolio_key in the released record for 8005820015 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-058-01 with portfolio key SBP-058-01, record 006SB058000000, field transition 'Unreviewed' to 'single_threaded', both source paths, owner, and deadline.

Explain CHG-058-02 with portfolio key SBP-058-02, record 8005820001, field transition 'unreviewed' to 'stage_evidence_gap', both source paths, owner, and deadline.

Explain CHG-058-03 with portfolio key SBP-058-03, record 006SB058000002, field transition 'Unreviewed' to 'support_recovery', both source paths, owner, and deadline.

Explain CHG-058-04 with portfolio key SBP-058-04, record 8005820003, field transition 'unreviewed' to 'security_review', both source paths, owner, and deadline.

Explain CHG-058-05 with portfolio key SBP-058-06, record 006SB058000005, field transition 'Unreviewed' to 'commercial_terms', both source paths, owner, and deadline.

Explain CHG-058-06 with portfolio key SBP-058-07, record 8005820006, field transition 'unreviewed' to 'procurement_timing', both source paths, owner, and deadline.

Explain CHG-058-07 with portfolio key SBP-058-08, record 006SB058000007, field transition 'Unreviewed' to 'consent_conflict', both source paths, owner, and deadline.

Explain CHG-058-08 with portfolio key SBP-058-09, record 8005820008, field transition 'unreviewed' to 'single_threaded', both source paths, owner, and deadline.

Explain CHG-058-09 with portfolio key SBP-058-12, record 006SB058000011, field transition 'Unreviewed' to 'security_review', both source paths, owner, and deadline.

Explain CHG-058-10 with portfolio key SBP-058-13, record 8005820012, field transition 'unreviewed' to 'identity_ambiguity', both source paths, owner, and deadline.

Explain CHG-058-11 with portfolio key SBP-058-15, record 006SB058000014, field transition 'Unreviewed' to 'procurement_timing', both source paths, owner, and deadline.

Explain CHG-058-12 with portfolio key SBP-058-16, record 8005820015, field transition 'unreviewed' to 'consent_conflict', 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 2026-08-27 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 renewal and expansion handoff unfinished for Vista Commerce.