# Dahlia role-account outreach guard

## Executive assessment

Generic role accounts and personal buyers were mixed during enrichment. Remove non-person mailboxes and duplicates while retaining valid opted-in individuals.

## 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-089-01 — SBP-089-02

System: salesforce; object: CampaignMember; record: 00vSB089000001; field: Status.
Changed Sent to Removed - Compliance. SBP-089-02 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_sequences/002_sbp-089-02_01_sequences.txt and /workspace/documents/03_contacts/018_sbp-089-02_03_contacts.txt; Gong insight GE-089-02.
Owner: Priya Raman; deadline: 2026-09-12.

### CHG-089-02 — SBP-089-03

System: hubspot; object: contacts; record: 8008930002; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-089-03 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_sequences/003_sbp-089-03_01_sequences.json and /workspace/documents/03_contacts/019_sbp-089-03_03_contacts.json; Gong insight GE-089-03.
Owner: Luis Ortega; deadline: 2026-09-13.

### CHG-089-03 — SBP-089-05

System: salesforce; object: CampaignMember; record: 00vSB089000004; field: Status.
Changed Sent to Removed - Compliance. SBP-089-05 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_sequences/005_sbp-089-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-089-05_03_contacts.eml; Gong insight GE-089-05.
Owner: Theo Martin; deadline: 2026-09-15.

### CHG-089-04 — SBP-089-06

System: hubspot; object: contacts; record: 8008930005; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-089-06 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_sequences/006_sbp-089-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-089-06_03_contacts.xml; Gong insight GE-089-06.
Owner: Nora Kim; deadline: 2026-09-16.

### CHG-089-05 — SBP-089-07

System: salesforce; object: CampaignMember; record: 00vSB089000006; field: Status.
Changed Sent to Removed - Compliance. SBP-089-07 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_sequences/007_sbp-089-07_01_sequences.html and /workspace/documents/03_contacts/023_sbp-089-07_03_contacts.html; Gong insight GE-089-07.
Owner: Elena Rossi; deadline: 2026-09-11.

### CHG-089-06 — SBP-089-08

System: hubspot; object: contacts; record: 8008930007; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-089-08 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_sequences/008_sbp-089-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-089-08_03_contacts.md; Gong insight GE-089-08.
Owner: Maya Chen; deadline: 2026-09-12.

### CHG-089-07 — SBP-089-09

System: salesforce; object: CampaignMember; record: 00vSB089000008; field: Status.
Changed Sent to Removed - Compliance. SBP-089-09 qualifies for consent-safe sequence remediation because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_enrollments/009_sbp-089-09_02_enrollments.md and /workspace/documents/04_consent/025_sbp-089-09_04_consent.md; Gong insight GE-089-09.
Owner: Jon Bell; deadline: 2026-09-13.

### CHG-089-08 — SBP-089-11

System: hubspot; object: contacts; record: 8008930010; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-089-11 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_enrollments/011_sbp-089-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-089-11_04_consent.json; Gong insight GE-089-11.
Owner: Luis Ortega; deadline: 2026-09-15.

### CHG-089-09 — SBP-089-13

System: salesforce; object: CampaignMember; record: 00vSB089000012; field: Status.
Changed Sent to Removed - Compliance. SBP-089-13 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_enrollments/013_sbp-089-13_02_enrollments.eml and /workspace/documents/04_consent/029_sbp-089-13_04_consent.eml; Gong insight GE-089-13.
Owner: Theo Martin; deadline: 2026-09-11.

### CHG-089-10 — SBP-089-14

System: hubspot; object: contacts; record: 8008930013; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-089-14 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_enrollments/014_sbp-089-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-089-14_04_consent.xml; Gong insight GE-089-14.
Owner: Nora Kim; deadline: 2026-09-12.

### CHG-089-11 — SBP-089-15

System: salesforce; object: CampaignMember; record: 00vSB089000014; field: Status.
Changed Sent to Removed - Compliance. SBP-089-15 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_enrollments/015_sbp-089-15_02_enrollments.html and /workspace/documents/04_consent/031_sbp-089-15_04_consent.html; Gong insight GE-089-15.
Owner: Elena Rossi; deadline: 2026-09-13.

### CHG-089-12 — SBP-089-16

System: hubspot; object: contacts; record: 8008930015; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-089-16 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_enrollments/016_sbp-089-16_02_enrollments.md and /workspace/documents/04_consent/032_sbp-089-16_04_consent.md; Gong insight GE-089-16.
Owner: Maya Chen; deadline: 2026-09-14.

## 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

Dahlia role-account outreach guard

Prompt: Regional Marketing Operations at Dahlia Procurement needs your help before the 2026-Q3 operating review. Generic role accounts and personal buyers were mixed during enrichment. Remove non-person mailboxes and duplicates while retaining valid opted-in individuals. Work out the defensible sequence, consent, deliverability, and activity compliance, 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 CampaignMember 00vSB089000001 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB089000001 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-089-01 on 00vSB089000001.

Apply the authorized updateSobjectRecord mutation for CHG-089-01 exactly once.

Confirm hubspot contacts 8008930002 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8008930002 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-089-02 on 8008930002.

Apply the authorized hubspot_update_object mutation for CHG-089-02 exactly once.

Confirm salesforce CampaignMember 00vSB089000004 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB089000004 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-089-03 on 00vSB089000004.

Apply the authorized updateSobjectRecord mutation for CHG-089-03 exactly once.

Confirm hubspot contacts 8008930005 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8008930005 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-089-04 on 8008930005.

Apply the authorized hubspot_update_object mutation for CHG-089-04 exactly once.

Confirm salesforce CampaignMember 00vSB089000006 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB089000006 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-089-05 on 00vSB089000006.

Apply the authorized updateSobjectRecord mutation for CHG-089-05 exactly once.

Confirm hubspot contacts 8008930007 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8008930007 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-089-06 on 8008930007.

Apply the authorized hubspot_update_object mutation for CHG-089-06 exactly once.

Confirm salesforce CampaignMember 00vSB089000008 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB089000008 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-089-07 on 00vSB089000008.

Apply the authorized updateSobjectRecord mutation for CHG-089-07 exactly once.

Confirm hubspot contacts 8008930010 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8008930010 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-089-08 on 8008930010.

Apply the authorized hubspot_update_object mutation for CHG-089-08 exactly once.

Confirm salesforce CampaignMember 00vSB089000012 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB089000012 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-089-09 on 00vSB089000012.

Apply the authorized updateSobjectRecord mutation for CHG-089-09 exactly once.

Confirm hubspot contacts 8008930013 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8008930013 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-089-10 on 8008930013.

Apply the authorized hubspot_update_object mutation for CHG-089-10 exactly once.

Confirm salesforce CampaignMember 00vSB089000014 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB089000014 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-089-11 on 00vSB089000014.

Apply the authorized updateSobjectRecord mutation for CHG-089-11 exactly once.

Confirm hubspot contacts 8008930015 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8008930015 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-089-12 on 8008930015.

Apply the authorized hubspot_update_object mutation for CHG-089-12 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-089-01 (SBP-089-02).

Ground CHG-089-01's id in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's system in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's object_type in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's record_id in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's operation in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's field in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's before in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's after in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's reason in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's primary_source in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's corroborating_source in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's gong_evidence_id in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's owner in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's deadline in the released record for 00vSB089000001 and its controlling sources.

Ground CHG-089-01's portfolio_key in the released record for 00vSB089000001 and its controlling sources.

Include an auditable row for CHG-089-02 (SBP-089-03).

Ground CHG-089-02's id in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's system in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's object_type in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's record_id in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's operation in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's field in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's before in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's after in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's reason in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's primary_source in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's corroborating_source in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's gong_evidence_id in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's owner in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's deadline in the released record for 8008930002 and its controlling sources.

Ground CHG-089-02's portfolio_key in the released record for 8008930002 and its controlling sources.

Include an auditable row for CHG-089-03 (SBP-089-05).

Ground CHG-089-03's id in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's system in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's object_type in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's record_id in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's operation in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's field in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's before in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's after in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's reason in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's primary_source in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's corroborating_source in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's gong_evidence_id in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's owner in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's deadline in the released record for 00vSB089000004 and its controlling sources.

Ground CHG-089-03's portfolio_key in the released record for 00vSB089000004 and its controlling sources.

Include an auditable row for CHG-089-04 (SBP-089-06).

Ground CHG-089-04's id in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's system in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's object_type in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's record_id in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's operation in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's field in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's before in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's after in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's reason in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's primary_source in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's corroborating_source in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's gong_evidence_id in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's owner in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's deadline in the released record for 8008930005 and its controlling sources.

Ground CHG-089-04's portfolio_key in the released record for 8008930005 and its controlling sources.

Include an auditable row for CHG-089-05 (SBP-089-07).

Ground CHG-089-05's id in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's system in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's object_type in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's record_id in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's operation in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's field in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's before in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's after in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's reason in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's primary_source in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's corroborating_source in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's gong_evidence_id in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's owner in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's deadline in the released record for 00vSB089000006 and its controlling sources.

Ground CHG-089-05's portfolio_key in the released record for 00vSB089000006 and its controlling sources.

Include an auditable row for CHG-089-06 (SBP-089-08).

Ground CHG-089-06's id in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's system in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's object_type in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's record_id in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's operation in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's field in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's before in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's after in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's reason in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's primary_source in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's corroborating_source in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's gong_evidence_id in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's owner in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's deadline in the released record for 8008930007 and its controlling sources.

Ground CHG-089-06's portfolio_key in the released record for 8008930007 and its controlling sources.

Include an auditable row for CHG-089-07 (SBP-089-09).

Ground CHG-089-07's id in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's system in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's object_type in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's record_id in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's operation in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's field in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's before in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's after in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's reason in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's primary_source in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's corroborating_source in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's gong_evidence_id in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's owner in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's deadline in the released record for 00vSB089000008 and its controlling sources.

Ground CHG-089-07's portfolio_key in the released record for 00vSB089000008 and its controlling sources.

Include an auditable row for CHG-089-08 (SBP-089-11).

Ground CHG-089-08's id in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's system in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's object_type in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's record_id in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's operation in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's field in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's before in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's after in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's reason in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's primary_source in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's corroborating_source in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's gong_evidence_id in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's owner in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's deadline in the released record for 8008930010 and its controlling sources.

Ground CHG-089-08's portfolio_key in the released record for 8008930010 and its controlling sources.

Include an auditable row for CHG-089-09 (SBP-089-13).

Ground CHG-089-09's id in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's system in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's object_type in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's record_id in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's operation in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's field in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's before in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's after in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's reason in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's primary_source in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's corroborating_source in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's gong_evidence_id in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's owner in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's deadline in the released record for 00vSB089000012 and its controlling sources.

Ground CHG-089-09's portfolio_key in the released record for 00vSB089000012 and its controlling sources.

Include an auditable row for CHG-089-10 (SBP-089-14).

Ground CHG-089-10's id in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's system in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's object_type in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's record_id in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's operation in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's field in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's before in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's after in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's reason in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's primary_source in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's corroborating_source in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's gong_evidence_id in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's owner in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's deadline in the released record for 8008930013 and its controlling sources.

Ground CHG-089-10's portfolio_key in the released record for 8008930013 and its controlling sources.

Include an auditable row for CHG-089-11 (SBP-089-15).

Ground CHG-089-11's id in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's system in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's object_type in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's record_id in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's operation in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's field in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's before in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's after in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's reason in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's primary_source in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's corroborating_source in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's gong_evidence_id in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's owner in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's deadline in the released record for 00vSB089000014 and its controlling sources.

Ground CHG-089-11's portfolio_key in the released record for 00vSB089000014 and its controlling sources.

Include an auditable row for CHG-089-12 (SBP-089-16).

Ground CHG-089-12's id in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's system in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's object_type in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's record_id in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's operation in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's field in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's before in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's after in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's reason in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's primary_source in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's corroborating_source in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's gong_evidence_id in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's owner in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's deadline in the released record for 8008930015 and its controlling sources.

Ground CHG-089-12's portfolio_key in the released record for 8008930015 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-089-01 with portfolio key SBP-089-02, record 00vSB089000001, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-089-02 with portfolio key SBP-089-03, record 8008930002, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-089-03 with portfolio key SBP-089-05, record 00vSB089000004, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-089-04 with portfolio key SBP-089-06, record 8008930005, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-089-05 with portfolio key SBP-089-07, record 00vSB089000006, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-089-06 with portfolio key SBP-089-08, record 8008930007, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-089-07 with portfolio key SBP-089-09, record 00vSB089000008, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-089-08 with portfolio key SBP-089-11, record 8008930010, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-089-09 with portfolio key SBP-089-13, record 00vSB089000012, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-089-10 with portfolio key SBP-089-14, record 8008930013, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-089-11 with portfolio key SBP-089-15, record 00vSB089000014, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-089-12 with portfolio key SBP-089-16, record 8008930015, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', 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 2026-09-08 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 consent-safe sequence remediation unfinished for Dahlia Procurement.


# Eucalyptus frequency-cap audit

## Executive assessment

Multiple teams contacted the same people above the documented weekly cap. Stop excess enrollments, preserve the highest-priority active motion, and record conflicts for owner review.

## 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-090-01 — SBP-090-01

System: salesforce; object: CampaignMember; record: 00vSB090000000; field: Status.
Changed Sent to Removed - Compliance. SBP-090-01 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_sequences/001_sbp-090-01_01_sequences.md and /workspace/documents/03_contacts/017_sbp-090-01_03_contacts.md; Gong insight GE-090-01.
Owner: Priya Raman; deadline: 2026-09-12.

### CHG-090-02 — SBP-090-03

System: hubspot; object: contacts; record: 8009030002; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-090-03 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_sequences/003_sbp-090-03_01_sequences.json and /workspace/documents/03_contacts/019_sbp-090-03_03_contacts.json; Gong insight GE-090-03.
Owner: Amina Yusuf; deadline: 2026-09-14.

### CHG-090-03 — SBP-090-04

System: salesforce; object: CampaignMember; record: 00vSB090000003; field: Status.
Changed Sent to Removed - Compliance. SBP-090-04 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_sequences/004_sbp-090-04_01_sequences.csv and /workspace/documents/03_contacts/020_sbp-090-04_03_contacts.csv; Gong insight GE-090-04.
Owner: Theo Martin; deadline: 2026-09-15.

### CHG-090-04 — SBP-090-05

System: hubspot; object: contacts; record: 8009030004; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-090-05 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_sequences/005_sbp-090-05_01_sequences.eml and /workspace/documents/03_contacts/021_sbp-090-05_03_contacts.eml; Gong insight GE-090-05.
Owner: Nora Kim; deadline: 2026-09-16.

### CHG-090-05 — SBP-090-06

System: salesforce; object: CampaignMember; record: 00vSB090000005; field: Status.
Changed Sent to Removed - Compliance. SBP-090-06 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_sequences/006_sbp-090-06_01_sequences.xml and /workspace/documents/03_contacts/022_sbp-090-06_03_contacts.xml; Gong insight GE-090-06.
Owner: Elena Rossi; deadline: 2026-09-17.

### CHG-090-06 — SBP-090-08

System: hubspot; object: contacts; record: 8009030007; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-090-08 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_sequences/008_sbp-090-08_01_sequences.md and /workspace/documents/03_contacts/024_sbp-090-08_03_contacts.md; Gong insight GE-090-08.
Owner: Jon Bell; deadline: 2026-09-13.

### CHG-090-07 — SBP-090-09

System: salesforce; object: CampaignMember; record: 00vSB090000008; field: Status.
Changed Sent to Removed - Compliance. SBP-090-09 qualifies for consent-safe sequence remediation because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_enrollments/009_sbp-090-09_02_enrollments.md and /workspace/documents/04_consent/025_sbp-090-09_04_consent.md; Gong insight GE-090-09.
Owner: Priya Raman; deadline: 2026-09-14.

### CHG-090-08 — SBP-090-11

System: hubspot; object: contacts; record: 8009030010; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-090-11 qualifies for consent-safe sequence remediation because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_enrollments/011_sbp-090-11_02_enrollments.json and /workspace/documents/04_consent/027_sbp-090-11_04_consent.json; Gong insight GE-090-11.
Owner: Amina Yusuf; deadline: 2026-09-16.

### CHG-090-09 — SBP-090-12

System: salesforce; object: CampaignMember; record: 00vSB090000011; field: Status.
Changed Sent to Removed - Compliance. SBP-090-12 qualifies for consent-safe sequence remediation because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_enrollments/012_sbp-090-12_02_enrollments.csv and /workspace/documents/04_consent/028_sbp-090-12_04_consent.csv; Gong insight GE-090-12.
Owner: Theo Martin; deadline: 2026-09-17.

### CHG-090-10 — SBP-090-13

System: hubspot; object: contacts; record: 8009030012; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-090-13 qualifies for consent-safe sequence remediation because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_enrollments/013_sbp-090-13_02_enrollments.eml and /workspace/documents/04_consent/029_sbp-090-13_04_consent.eml; Gong insight GE-090-13.
Owner: Nora Kim; deadline: 2026-09-12.

### CHG-090-11 — SBP-090-14

System: salesforce; object: CampaignMember; record: 00vSB090000013; field: Status.
Changed Sent to Removed - Compliance. SBP-090-14 qualifies for consent-safe sequence remediation because security review remains seller-owned; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_enrollments/014_sbp-090-14_02_enrollments.xml and /workspace/documents/04_consent/030_sbp-090-14_04_consent.xml; Gong insight GE-090-14.
Owner: Elena Rossi; deadline: 2026-09-13.

### CHG-090-12 — SBP-090-16

System: hubspot; object: contacts; record: 8009030015; field: sequence_status.
Changed ACTIVE to PAUSED_COMPLIANCE. SBP-090-16 qualifies for consent-safe sequence remediation because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_enrollments/016_sbp-090-16_02_enrollments.md and /workspace/documents/04_consent/032_sbp-090-16_04_consent.md; Gong insight GE-090-16.
Owner: Jon Bell; deadline: 2026-09-15.

## 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

Eucalyptus frequency-cap audit

Prompt: Lifecycle Operations VP at Eucalyptus Cloud Cost needs your help before the 2026-Q4 operating review. Multiple teams contacted the same people above the documented weekly cap. Stop excess enrollments, preserve the highest-priority active motion, and record conflicts for owner review. Work out the defensible sequence, consent, deliverability, and activity compliance, 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 CampaignMember 00vSB090000000 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB090000000 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-090-01 on 00vSB090000000.

Apply the authorized updateSobjectRecord mutation for CHG-090-01 exactly once.

Confirm hubspot contacts 8009030002 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8009030002 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-090-02 on 8009030002.

Apply the authorized hubspot_update_object mutation for CHG-090-02 exactly once.

Confirm salesforce CampaignMember 00vSB090000003 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB090000003 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-090-03 on 00vSB090000003.

Apply the authorized updateSobjectRecord mutation for CHG-090-03 exactly once.

Confirm hubspot contacts 8009030004 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8009030004 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-090-04 on 8009030004.

Apply the authorized hubspot_update_object mutation for CHG-090-04 exactly once.

Confirm salesforce CampaignMember 00vSB090000005 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB090000005 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-090-05 on 00vSB090000005.

Apply the authorized updateSobjectRecord mutation for CHG-090-05 exactly once.

Confirm hubspot contacts 8009030007 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8009030007 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-090-06 on 8009030007.

Apply the authorized hubspot_update_object mutation for CHG-090-06 exactly once.

Confirm salesforce CampaignMember 00vSB090000008 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB090000008 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-090-07 on 00vSB090000008.

Apply the authorized updateSobjectRecord mutation for CHG-090-07 exactly once.

Confirm hubspot contacts 8009030010 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8009030010 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-090-08 on 8009030010.

Apply the authorized hubspot_update_object mutation for CHG-090-08 exactly once.

Confirm salesforce CampaignMember 00vSB090000011 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB090000011 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-090-09 on 00vSB090000011.

Apply the authorized updateSobjectRecord mutation for CHG-090-09 exactly once.

Confirm hubspot contacts 8009030012 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8009030012 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-090-10 on 8009030012.

Apply the authorized hubspot_update_object mutation for CHG-090-10 exactly once.

Confirm salesforce CampaignMember 00vSB090000013 field Status began as 'Sent'.

Leave salesforce CampaignMember 00vSB090000013 field Status at the supported value 'Removed - Compliance'.

Change only the provider fields authorized for CHG-090-11 on 00vSB090000013.

Apply the authorized updateSobjectRecord mutation for CHG-090-11 exactly once.

Confirm hubspot contacts 8009030015 field sequence_status began as 'ACTIVE'.

Leave hubspot contacts 8009030015 field sequence_status at the supported value 'PAUSED_COMPLIANCE'.

Change only the provider fields authorized for CHG-090-12 on 8009030015.

Apply the authorized hubspot_update_object mutation for CHG-090-12 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-090-01 (SBP-090-01).

Ground CHG-090-01's id in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's system in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's object_type in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's record_id in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's operation in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's field in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's before in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's after in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's reason in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's primary_source in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's corroborating_source in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's gong_evidence_id in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's owner in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's deadline in the released record for 00vSB090000000 and its controlling sources.

Ground CHG-090-01's portfolio_key in the released record for 00vSB090000000 and its controlling sources.

Include an auditable row for CHG-090-02 (SBP-090-03).

Ground CHG-090-02's id in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's system in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's object_type in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's record_id in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's operation in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's field in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's before in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's after in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's reason in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's primary_source in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's corroborating_source in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's gong_evidence_id in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's owner in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's deadline in the released record for 8009030002 and its controlling sources.

Ground CHG-090-02's portfolio_key in the released record for 8009030002 and its controlling sources.

Include an auditable row for CHG-090-03 (SBP-090-04).

Ground CHG-090-03's id in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's system in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's object_type in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's record_id in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's operation in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's field in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's before in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's after in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's reason in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's primary_source in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's corroborating_source in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's gong_evidence_id in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's owner in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's deadline in the released record for 00vSB090000003 and its controlling sources.

Ground CHG-090-03's portfolio_key in the released record for 00vSB090000003 and its controlling sources.

Include an auditable row for CHG-090-04 (SBP-090-05).

Ground CHG-090-04's id in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's system in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's object_type in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's record_id in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's operation in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's field in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's before in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's after in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's reason in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's primary_source in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's corroborating_source in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's gong_evidence_id in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's owner in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's deadline in the released record for 8009030004 and its controlling sources.

Ground CHG-090-04's portfolio_key in the released record for 8009030004 and its controlling sources.

Include an auditable row for CHG-090-05 (SBP-090-06).

Ground CHG-090-05's id in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's system in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's object_type in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's record_id in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's operation in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's field in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's before in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's after in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's reason in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's primary_source in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's corroborating_source in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's gong_evidence_id in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's owner in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's deadline in the released record for 00vSB090000005 and its controlling sources.

Ground CHG-090-05's portfolio_key in the released record for 00vSB090000005 and its controlling sources.

Include an auditable row for CHG-090-06 (SBP-090-08).

Ground CHG-090-06's id in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's system in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's object_type in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's record_id in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's operation in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's field in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's before in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's after in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's reason in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's primary_source in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's corroborating_source in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's gong_evidence_id in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's owner in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's deadline in the released record for 8009030007 and its controlling sources.

Ground CHG-090-06's portfolio_key in the released record for 8009030007 and its controlling sources.

Include an auditable row for CHG-090-07 (SBP-090-09).

Ground CHG-090-07's id in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's system in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's object_type in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's record_id in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's operation in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's field in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's before in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's after in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's reason in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's primary_source in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's corroborating_source in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's gong_evidence_id in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's owner in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's deadline in the released record for 00vSB090000008 and its controlling sources.

Ground CHG-090-07's portfolio_key in the released record for 00vSB090000008 and its controlling sources.

Include an auditable row for CHG-090-08 (SBP-090-11).

Ground CHG-090-08's id in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's system in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's object_type in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's record_id in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's operation in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's field in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's before in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's after in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's reason in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's primary_source in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's corroborating_source in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's gong_evidence_id in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's owner in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's deadline in the released record for 8009030010 and its controlling sources.

Ground CHG-090-08's portfolio_key in the released record for 8009030010 and its controlling sources.

Include an auditable row for CHG-090-09 (SBP-090-12).

Ground CHG-090-09's id in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's system in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's object_type in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's record_id in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's operation in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's field in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's before in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's after in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's reason in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's primary_source in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's corroborating_source in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's gong_evidence_id in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's owner in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's deadline in the released record for 00vSB090000011 and its controlling sources.

Ground CHG-090-09's portfolio_key in the released record for 00vSB090000011 and its controlling sources.

Include an auditable row for CHG-090-10 (SBP-090-13).

Ground CHG-090-10's id in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's system in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's object_type in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's record_id in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's operation in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's field in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's before in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's after in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's reason in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's primary_source in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's corroborating_source in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's gong_evidence_id in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's owner in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's deadline in the released record for 8009030012 and its controlling sources.

Ground CHG-090-10's portfolio_key in the released record for 8009030012 and its controlling sources.

Include an auditable row for CHG-090-11 (SBP-090-14).

Ground CHG-090-11's id in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's system in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's object_type in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's record_id in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's operation in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's field in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's before in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's after in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's reason in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's primary_source in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's corroborating_source in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's gong_evidence_id in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's owner in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's deadline in the released record for 00vSB090000013 and its controlling sources.

Ground CHG-090-11's portfolio_key in the released record for 00vSB090000013 and its controlling sources.

Include an auditable row for CHG-090-12 (SBP-090-16).

Ground CHG-090-12's id in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's system in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's object_type in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's record_id in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's operation in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's field in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's before in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's after in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's reason in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's primary_source in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's corroborating_source in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's gong_evidence_id in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's owner in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's deadline in the released record for 8009030015 and its controlling sources.

Ground CHG-090-12's portfolio_key in the released record for 8009030015 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-090-01 with portfolio key SBP-090-01, record 00vSB090000000, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-090-02 with portfolio key SBP-090-03, record 8009030002, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-090-03 with portfolio key SBP-090-04, record 00vSB090000003, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-090-04 with portfolio key SBP-090-05, record 8009030004, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-090-05 with portfolio key SBP-090-06, record 00vSB090000005, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-090-06 with portfolio key SBP-090-08, record 8009030007, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-090-07 with portfolio key SBP-090-09, record 00vSB090000008, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-090-08 with portfolio key SBP-090-11, record 8009030010, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-090-09 with portfolio key SBP-090-12, record 00vSB090000011, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-090-10 with portfolio key SBP-090-13, record 8009030012, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', both source paths, owner, and deadline.

Explain CHG-090-11 with portfolio key SBP-090-14, record 00vSB090000013, field transition 'Sent' to 'Removed - Compliance', both source paths, owner, and deadline.

Explain CHG-090-12 with portfolio key SBP-090-16, record 8009030015, field transition 'ACTIVE' to 'PAUSED_COMPLIANCE', 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-Q4 records

The controlling and corroborating records effective on 2026-09-09 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 consent-safe sequence remediation unfinished for Eucalyptus Cloud Cost.