# Keystone discovery action reconciliation

## Executive assessment

Discovery calls contain buyer and seller commitments that never reached either CRM. Reconcile each grounded action into the designated system without copying private-call content.

## 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-021-01 — SBP-021-02

System: salesforce; object: Task; record: 00TSB021000001; field: Status.
Changed Deferred to Not Started. SBP-021-02 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/002_sbp-021-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-021-02_03_salesforce_activities.txt; Gong insight GE-021-02.
Owner: Nora Kim; deadline: 2026-09-01.

### CHG-021-02 — SBP-021-03

System: hubspot; object: tasks; record: 8002140002; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-021-03 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/003_sbp-021-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-021-03_03_salesforce_activities.json; Gong insight GE-021-03.
Owner: Elena Rossi; deadline: 2026-09-02.

### CHG-021-03 — SBP-021-06

System: salesforce; object: Task; record: 00TSB021000005; field: Status.
Changed Deferred to Not Started. SBP-021-06 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/006_sbp-021-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-021-06_03_salesforce_activities.xml; Gong insight GE-021-06.
Owner: Priya Raman; deadline: 2026-09-05.

### CHG-021-04 — SBP-021-07

System: hubspot; object: tasks; record: 8002140006; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-021-07 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/007_sbp-021-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-021-07_03_salesforce_activities.html; Gong insight GE-021-07.
Owner: Luis Ortega; deadline: 2026-08-31.

### CHG-021-05 — SBP-021-08

System: salesforce; object: Task; record: 00TSB021000007; field: Status.
Changed Deferred to Not Started. SBP-021-08 qualifies for grounded activity and task sync because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/008_sbp-021-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-021-08_03_salesforce_activities.md; Gong insight GE-021-08.
Owner: Amina Yusuf; deadline: 2026-09-01.

### CHG-021-06 — SBP-021-09

System: hubspot; object: tasks; record: 8002140008; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-021-09 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/009_sbp-021-09_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/025_sbp-021-09_04_hubspot_engagements.md; Gong insight GE-021-09.
Owner: Theo Martin; deadline: 2026-09-02.

### CHG-021-07 — SBP-021-11

System: salesforce; object: Task; record: 00TSB021000010; field: Status.
Changed Deferred to Not Started. SBP-021-11 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/011_sbp-021-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-021-11_04_hubspot_engagements.json; Gong insight GE-021-11.
Owner: Elena Rossi; deadline: 2026-09-04.

### CHG-021-08 — SBP-021-12

System: hubspot; object: tasks; record: 8002140011; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-021-12 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/012_sbp-021-12_02_gong_briefs.csv and /workspace/documents/04_hubspot_engagements/028_sbp-021-12_04_hubspot_engagements.csv; Gong insight GE-021-12.
Owner: Maya Chen; deadline: 2026-09-05.

### CHG-021-09 — SBP-021-13

System: salesforce; object: Task; record: 00TSB021000012; field: Status.
Changed Deferred to Not Started. SBP-021-13 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/013_sbp-021-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-021-13_04_hubspot_engagements.eml; Gong insight GE-021-13.
Owner: Jon Bell; deadline: 2026-08-31.

### CHG-021-10 — SBP-021-14

System: hubspot; object: tasks; record: 8002140013; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-021-14 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/014_sbp-021-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-021-14_04_hubspot_engagements.xml; Gong insight GE-021-14.
Owner: Priya Raman; deadline: 2026-09-01.

### CHG-021-11 — SBP-021-15

System: salesforce; object: Task; record: 00TSB021000014; field: Status.
Changed Deferred to Not Started. SBP-021-15 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/015_sbp-021-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-021-15_04_hubspot_engagements.html; Gong insight GE-021-15.
Owner: Luis Ortega; deadline: 2026-09-02.

### CHG-021-12 — SBP-021-16

System: hubspot; object: tasks; record: 8002140015; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-021-16 qualifies for grounded activity and task sync because security review remains seller-owned; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/016_sbp-021-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-021-16_04_hubspot_engagements.md; Gong insight GE-021-16.
Owner: Amina Yusuf; deadline: 2026-09-03.

## 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

Keystone discovery action reconciliation

Prompt: Sales Enablement Director at Keystone Ledger needs your help before the 2026-Q3 operating review. Discovery calls contain buyer and seller commitments that never reached either CRM. Reconcile each grounded action into the designated system without copying private-call content. Work out the defensible Gong-to-CRM discovery and action-item reconciliation, 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 Task 00TSB021000001 field Status began as 'Deferred'.

Leave salesforce Task 00TSB021000001 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-021-01 on 00TSB021000001.

Apply the authorized updateSobjectRecord mutation for CHG-021-01 exactly once.

Confirm hubspot tasks 8002140002 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002140002 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-021-02 on 8002140002.

Apply the authorized hubspot_update_object mutation for CHG-021-02 exactly once.

Confirm salesforce Task 00TSB021000005 field Status began as 'Deferred'.

Leave salesforce Task 00TSB021000005 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-021-03 on 00TSB021000005.

Apply the authorized updateSobjectRecord mutation for CHG-021-03 exactly once.

Confirm hubspot tasks 8002140006 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002140006 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-021-04 on 8002140006.

Apply the authorized hubspot_update_object mutation for CHG-021-04 exactly once.

Confirm salesforce Task 00TSB021000007 field Status began as 'Deferred'.

Leave salesforce Task 00TSB021000007 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-021-05 on 00TSB021000007.

Apply the authorized updateSobjectRecord mutation for CHG-021-05 exactly once.

Confirm hubspot tasks 8002140008 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002140008 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-021-06 on 8002140008.

Apply the authorized hubspot_update_object mutation for CHG-021-06 exactly once.

Confirm salesforce Task 00TSB021000010 field Status began as 'Deferred'.

Leave salesforce Task 00TSB021000010 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-021-07 on 00TSB021000010.

Apply the authorized updateSobjectRecord mutation for CHG-021-07 exactly once.

Confirm hubspot tasks 8002140011 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002140011 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-021-08 on 8002140011.

Apply the authorized hubspot_update_object mutation for CHG-021-08 exactly once.

Confirm salesforce Task 00TSB021000012 field Status began as 'Deferred'.

Leave salesforce Task 00TSB021000012 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-021-09 on 00TSB021000012.

Apply the authorized updateSobjectRecord mutation for CHG-021-09 exactly once.

Confirm hubspot tasks 8002140013 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002140013 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-021-10 on 8002140013.

Apply the authorized hubspot_update_object mutation for CHG-021-10 exactly once.

Confirm salesforce Task 00TSB021000014 field Status began as 'Deferred'.

Leave salesforce Task 00TSB021000014 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-021-11 on 00TSB021000014.

Apply the authorized updateSobjectRecord mutation for CHG-021-11 exactly once.

Confirm hubspot tasks 8002140015 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002140015 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-021-12 on 8002140015.

Apply the authorized hubspot_update_object mutation for CHG-021-12 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-021-01 (SBP-021-02).

Ground CHG-021-01's id in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's system in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's object_type in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's record_id in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's operation in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's field in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's before in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's after in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's reason in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's primary_source in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's corroborating_source in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's gong_evidence_id in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's owner in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's deadline in the released record for 00TSB021000001 and its controlling sources.

Ground CHG-021-01's portfolio_key in the released record for 00TSB021000001 and its controlling sources.

Include an auditable row for CHG-021-02 (SBP-021-03).

Ground CHG-021-02's id in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's system in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's object_type in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's record_id in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's operation in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's field in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's before in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's after in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's reason in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's primary_source in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's corroborating_source in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's gong_evidence_id in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's owner in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's deadline in the released record for 8002140002 and its controlling sources.

Ground CHG-021-02's portfolio_key in the released record for 8002140002 and its controlling sources.

Include an auditable row for CHG-021-03 (SBP-021-06).

Ground CHG-021-03's id in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's system in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's object_type in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's record_id in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's operation in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's field in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's before in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's after in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's reason in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's primary_source in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's corroborating_source in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's gong_evidence_id in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's owner in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's deadline in the released record for 00TSB021000005 and its controlling sources.

Ground CHG-021-03's portfolio_key in the released record for 00TSB021000005 and its controlling sources.

Include an auditable row for CHG-021-04 (SBP-021-07).

Ground CHG-021-04's id in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's system in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's object_type in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's record_id in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's operation in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's field in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's before in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's after in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's reason in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's primary_source in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's corroborating_source in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's gong_evidence_id in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's owner in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's deadline in the released record for 8002140006 and its controlling sources.

Ground CHG-021-04's portfolio_key in the released record for 8002140006 and its controlling sources.

Include an auditable row for CHG-021-05 (SBP-021-08).

Ground CHG-021-05's id in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's system in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's object_type in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's record_id in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's operation in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's field in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's before in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's after in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's reason in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's primary_source in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's corroborating_source in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's gong_evidence_id in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's owner in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's deadline in the released record for 00TSB021000007 and its controlling sources.

Ground CHG-021-05's portfolio_key in the released record for 00TSB021000007 and its controlling sources.

Include an auditable row for CHG-021-06 (SBP-021-09).

Ground CHG-021-06's id in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's system in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's object_type in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's record_id in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's operation in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's field in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's before in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's after in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's reason in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's primary_source in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's corroborating_source in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's gong_evidence_id in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's owner in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's deadline in the released record for 8002140008 and its controlling sources.

Ground CHG-021-06's portfolio_key in the released record for 8002140008 and its controlling sources.

Include an auditable row for CHG-021-07 (SBP-021-11).

Ground CHG-021-07's id in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's system in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's object_type in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's record_id in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's operation in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's field in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's before in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's after in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's reason in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's primary_source in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's corroborating_source in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's gong_evidence_id in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's owner in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's deadline in the released record for 00TSB021000010 and its controlling sources.

Ground CHG-021-07's portfolio_key in the released record for 00TSB021000010 and its controlling sources.

Include an auditable row for CHG-021-08 (SBP-021-12).

Ground CHG-021-08's id in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's system in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's object_type in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's record_id in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's operation in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's field in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's before in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's after in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's reason in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's primary_source in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's corroborating_source in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's gong_evidence_id in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's owner in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's deadline in the released record for 8002140011 and its controlling sources.

Ground CHG-021-08's portfolio_key in the released record for 8002140011 and its controlling sources.

Include an auditable row for CHG-021-09 (SBP-021-13).

Ground CHG-021-09's id in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's system in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's object_type in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's record_id in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's operation in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's field in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's before in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's after in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's reason in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's primary_source in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's corroborating_source in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's gong_evidence_id in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's owner in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's deadline in the released record for 00TSB021000012 and its controlling sources.

Ground CHG-021-09's portfolio_key in the released record for 00TSB021000012 and its controlling sources.

Include an auditable row for CHG-021-10 (SBP-021-14).

Ground CHG-021-10's id in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's system in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's object_type in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's record_id in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's operation in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's field in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's before in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's after in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's reason in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's primary_source in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's corroborating_source in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's gong_evidence_id in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's owner in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's deadline in the released record for 8002140013 and its controlling sources.

Ground CHG-021-10's portfolio_key in the released record for 8002140013 and its controlling sources.

Include an auditable row for CHG-021-11 (SBP-021-15).

Ground CHG-021-11's id in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's system in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's object_type in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's record_id in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's operation in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's field in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's before in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's after in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's reason in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's primary_source in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's corroborating_source in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's gong_evidence_id in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's owner in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's deadline in the released record for 00TSB021000014 and its controlling sources.

Ground CHG-021-11's portfolio_key in the released record for 00TSB021000014 and its controlling sources.

Include an auditable row for CHG-021-12 (SBP-021-16).

Ground CHG-021-12's id in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's system in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's object_type in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's record_id in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's operation in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's field in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's before in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's after in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's reason in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's primary_source in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's corroborating_source in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's gong_evidence_id in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's owner in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's deadline in the released record for 8002140015 and its controlling sources.

Ground CHG-021-12's portfolio_key in the released record for 8002140015 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-021-01 with portfolio key SBP-021-02, record 00TSB021000001, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-021-02 with portfolio key SBP-021-03, record 8002140002, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-021-03 with portfolio key SBP-021-06, record 00TSB021000005, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-021-04 with portfolio key SBP-021-07, record 8002140006, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-021-05 with portfolio key SBP-021-08, record 00TSB021000007, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-021-06 with portfolio key SBP-021-09, record 8002140008, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-021-07 with portfolio key SBP-021-11, record 00TSB021000010, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-021-08 with portfolio key SBP-021-12, record 8002140011, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-021-09 with portfolio key SBP-021-13, record 00TSB021000012, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-021-10 with portfolio key SBP-021-14, record 8002140013, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-021-11 with portfolio key SBP-021-15, record 00TSB021000014, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-021-12 with portfolio key SBP-021-16, record 8002140015, field transition 'DEFERRED' to 'NOT_STARTED', 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 2026-08-28 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 grounded activity and task sync unfinished for Keystone Ledger.

Keystone discovery action reconciliation


# Lumen executive briefing sync

## Executive assessment

Prepare executive meetings from Gong briefs, correct stale stakeholder roles in Salesforce, and add HubSpot tasks for explicit follow-ups while excluding speculative risks from raw rep notes.

## 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-022-01 — SBP-022-01

System: salesforce; object: Task; record: 00TSB022000000; field: Status.
Changed Deferred to Not Started. SBP-022-01 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/001_sbp-022-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-022-01_03_salesforce_activities.md; Gong insight GE-022-01.
Owner: Nora Kim; deadline: 2026-09-01.

### CHG-022-02 — SBP-022-02

System: hubspot; object: tasks; record: 8002240001; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-022-02 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/002_sbp-022-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-022-02_03_salesforce_activities.txt; Gong insight GE-022-02.
Owner: Elena Rossi; deadline: 2026-09-02.

### CHG-022-03 — SBP-022-03

System: salesforce; object: Task; record: 00TSB022000002; field: Status.
Changed Deferred to Not Started. SBP-022-03 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/003_sbp-022-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-022-03_03_salesforce_activities.json; Gong insight GE-022-03.
Owner: Maya Chen; deadline: 2026-09-03.

### CHG-022-04 — SBP-022-06

System: hubspot; object: tasks; record: 8002240005; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-022-06 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/006_sbp-022-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-022-06_03_salesforce_activities.xml; Gong insight GE-022-06.
Owner: Luis Ortega; deadline: 2026-09-06.

### CHG-022-05 — SBP-022-07

System: salesforce; object: Task; record: 00TSB022000006; field: Status.
Changed Deferred to Not Started. SBP-022-07 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/007_sbp-022-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-022-07_03_salesforce_activities.html; Gong insight GE-022-07.
Owner: Amina Yusuf; deadline: 2026-09-01.

### CHG-022-06 — SBP-022-08

System: hubspot; object: tasks; record: 8002240007; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-022-08 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/008_sbp-022-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-022-08_03_salesforce_activities.md; Gong insight GE-022-08.
Owner: Theo Martin; deadline: 2026-09-02.

### CHG-022-07 — SBP-022-09

System: salesforce; object: Task; record: 00TSB022000008; field: Status.
Changed Deferred to Not Started. SBP-022-09 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/009_sbp-022-09_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/025_sbp-022-09_04_hubspot_engagements.md; Gong insight GE-022-09.
Owner: Nora Kim; deadline: 2026-09-03.

### CHG-022-08 — SBP-022-11

System: hubspot; object: tasks; record: 8002240010; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-022-11 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/011_sbp-022-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-022-11_04_hubspot_engagements.json; Gong insight GE-022-11.
Owner: Maya Chen; deadline: 2026-09-05.

### CHG-022-09 — SBP-022-13

System: salesforce; object: Task; record: 00TSB022000012; field: Status.
Changed Deferred to Not Started. SBP-022-13 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/013_sbp-022-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-022-13_04_hubspot_engagements.eml; Gong insight GE-022-13.
Owner: Priya Raman; deadline: 2026-09-01.

### CHG-022-10 — SBP-022-14

System: hubspot; object: tasks; record: 8002240013; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-022-14 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/014_sbp-022-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-022-14_04_hubspot_engagements.xml; Gong insight GE-022-14.
Owner: Luis Ortega; deadline: 2026-09-02.

### CHG-022-11 — SBP-022-15

System: salesforce; object: Task; record: 00TSB022000014; field: Status.
Changed Deferred to Not Started. SBP-022-15 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/015_sbp-022-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-022-15_04_hubspot_engagements.html; Gong insight GE-022-15.
Owner: Amina Yusuf; deadline: 2026-09-03.

### CHG-022-12 — SBP-022-16

System: hubspot; object: tasks; record: 8002240015; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-022-16 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/016_sbp-022-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-022-16_04_hubspot_engagements.md; Gong insight GE-022-16.
Owner: Theo Martin; deadline: 2026-09-04.

## 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

Lumen executive briefing sync

Prompt: Executive Programs Lead at Lumen Care Platform needs your help before the 2026-Q4 operating review. Prepare executive meetings from Gong briefs, correct stale stakeholder roles in Salesforce, and add HubSpot tasks for explicit follow-ups while excluding speculative risks from raw rep notes. Work out the defensible Gong-to-CRM discovery and action-item reconciliation, 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 Task 00TSB022000000 field Status began as 'Deferred'.

Leave salesforce Task 00TSB022000000 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-022-01 on 00TSB022000000.

Apply the authorized updateSobjectRecord mutation for CHG-022-01 exactly once.

Confirm hubspot tasks 8002240001 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002240001 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-022-02 on 8002240001.

Apply the authorized hubspot_update_object mutation for CHG-022-02 exactly once.

Confirm salesforce Task 00TSB022000002 field Status began as 'Deferred'.

Leave salesforce Task 00TSB022000002 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-022-03 on 00TSB022000002.

Apply the authorized updateSobjectRecord mutation for CHG-022-03 exactly once.

Confirm hubspot tasks 8002240005 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002240005 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-022-04 on 8002240005.

Apply the authorized hubspot_update_object mutation for CHG-022-04 exactly once.

Confirm salesforce Task 00TSB022000006 field Status began as 'Deferred'.

Leave salesforce Task 00TSB022000006 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-022-05 on 00TSB022000006.

Apply the authorized updateSobjectRecord mutation for CHG-022-05 exactly once.

Confirm hubspot tasks 8002240007 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002240007 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-022-06 on 8002240007.

Apply the authorized hubspot_update_object mutation for CHG-022-06 exactly once.

Confirm salesforce Task 00TSB022000008 field Status began as 'Deferred'.

Leave salesforce Task 00TSB022000008 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-022-07 on 00TSB022000008.

Apply the authorized updateSobjectRecord mutation for CHG-022-07 exactly once.

Confirm hubspot tasks 8002240010 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002240010 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-022-08 on 8002240010.

Apply the authorized hubspot_update_object mutation for CHG-022-08 exactly once.

Confirm salesforce Task 00TSB022000012 field Status began as 'Deferred'.

Leave salesforce Task 00TSB022000012 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-022-09 on 00TSB022000012.

Apply the authorized updateSobjectRecord mutation for CHG-022-09 exactly once.

Confirm hubspot tasks 8002240013 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002240013 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-022-10 on 8002240013.

Apply the authorized hubspot_update_object mutation for CHG-022-10 exactly once.

Confirm salesforce Task 00TSB022000014 field Status began as 'Deferred'.

Leave salesforce Task 00TSB022000014 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-022-11 on 00TSB022000014.

Apply the authorized updateSobjectRecord mutation for CHG-022-11 exactly once.

Confirm hubspot tasks 8002240015 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002240015 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-022-12 on 8002240015.

Apply the authorized hubspot_update_object mutation for CHG-022-12 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-022-01 (SBP-022-01).

Ground CHG-022-01's id in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's system in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's object_type in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's record_id in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's operation in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's field in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's before in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's after in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's reason in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's primary_source in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's corroborating_source in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's gong_evidence_id in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's owner in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's deadline in the released record for 00TSB022000000 and its controlling sources.

Ground CHG-022-01's portfolio_key in the released record for 00TSB022000000 and its controlling sources.

Include an auditable row for CHG-022-02 (SBP-022-02).

Ground CHG-022-02's id in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's system in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's object_type in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's record_id in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's operation in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's field in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's before in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's after in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's reason in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's primary_source in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's corroborating_source in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's gong_evidence_id in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's owner in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's deadline in the released record for 8002240001 and its controlling sources.

Ground CHG-022-02's portfolio_key in the released record for 8002240001 and its controlling sources.

Include an auditable row for CHG-022-03 (SBP-022-03).

Ground CHG-022-03's id in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's system in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's object_type in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's record_id in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's operation in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's field in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's before in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's after in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's reason in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's primary_source in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's corroborating_source in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's gong_evidence_id in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's owner in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's deadline in the released record for 00TSB022000002 and its controlling sources.

Ground CHG-022-03's portfolio_key in the released record for 00TSB022000002 and its controlling sources.

Include an auditable row for CHG-022-04 (SBP-022-06).

Ground CHG-022-04's id in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's system in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's object_type in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's record_id in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's operation in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's field in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's before in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's after in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's reason in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's primary_source in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's corroborating_source in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's gong_evidence_id in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's owner in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's deadline in the released record for 8002240005 and its controlling sources.

Ground CHG-022-04's portfolio_key in the released record for 8002240005 and its controlling sources.

Include an auditable row for CHG-022-05 (SBP-022-07).

Ground CHG-022-05's id in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's system in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's object_type in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's record_id in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's operation in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's field in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's before in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's after in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's reason in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's primary_source in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's corroborating_source in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's gong_evidence_id in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's owner in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's deadline in the released record for 00TSB022000006 and its controlling sources.

Ground CHG-022-05's portfolio_key in the released record for 00TSB022000006 and its controlling sources.

Include an auditable row for CHG-022-06 (SBP-022-08).

Ground CHG-022-06's id in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's system in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's object_type in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's record_id in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's operation in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's field in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's before in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's after in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's reason in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's primary_source in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's corroborating_source in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's gong_evidence_id in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's owner in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's deadline in the released record for 8002240007 and its controlling sources.

Ground CHG-022-06's portfolio_key in the released record for 8002240007 and its controlling sources.

Include an auditable row for CHG-022-07 (SBP-022-09).

Ground CHG-022-07's id in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's system in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's object_type in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's record_id in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's operation in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's field in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's before in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's after in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's reason in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's primary_source in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's corroborating_source in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's gong_evidence_id in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's owner in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's deadline in the released record for 00TSB022000008 and its controlling sources.

Ground CHG-022-07's portfolio_key in the released record for 00TSB022000008 and its controlling sources.

Include an auditable row for CHG-022-08 (SBP-022-11).

Ground CHG-022-08's id in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's system in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's object_type in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's record_id in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's operation in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's field in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's before in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's after in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's reason in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's primary_source in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's corroborating_source in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's gong_evidence_id in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's owner in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's deadline in the released record for 8002240010 and its controlling sources.

Ground CHG-022-08's portfolio_key in the released record for 8002240010 and its controlling sources.

Include an auditable row for CHG-022-09 (SBP-022-13).

Ground CHG-022-09's id in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's system in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's object_type in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's record_id in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's operation in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's field in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's before in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's after in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's reason in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's primary_source in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's corroborating_source in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's gong_evidence_id in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's owner in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's deadline in the released record for 00TSB022000012 and its controlling sources.

Ground CHG-022-09's portfolio_key in the released record for 00TSB022000012 and its controlling sources.

Include an auditable row for CHG-022-10 (SBP-022-14).

Ground CHG-022-10's id in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's system in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's object_type in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's record_id in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's operation in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's field in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's before in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's after in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's reason in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's primary_source in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's corroborating_source in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's gong_evidence_id in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's owner in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's deadline in the released record for 8002240013 and its controlling sources.

Ground CHG-022-10's portfolio_key in the released record for 8002240013 and its controlling sources.

Include an auditable row for CHG-022-11 (SBP-022-15).

Ground CHG-022-11's id in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's system in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's object_type in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's record_id in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's operation in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's field in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's before in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's after in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's reason in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's primary_source in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's corroborating_source in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's gong_evidence_id in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's owner in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's deadline in the released record for 00TSB022000014 and its controlling sources.

Ground CHG-022-11's portfolio_key in the released record for 00TSB022000014 and its controlling sources.

Include an auditable row for CHG-022-12 (SBP-022-16).

Ground CHG-022-12's id in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's system in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's object_type in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's record_id in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's operation in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's field in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's before in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's after in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's reason in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's primary_source in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's corroborating_source in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's gong_evidence_id in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's owner in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's deadline in the released record for 8002240015 and its controlling sources.

Ground CHG-022-12's portfolio_key in the released record for 8002240015 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-022-01 with portfolio key SBP-022-01, record 00TSB022000000, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-022-02 with portfolio key SBP-022-02, record 8002240001, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-022-03 with portfolio key SBP-022-03, record 00TSB022000002, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-022-04 with portfolio key SBP-022-06, record 8002240005, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-022-05 with portfolio key SBP-022-07, record 00TSB022000006, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-022-06 with portfolio key SBP-022-08, record 8002240007, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-022-07 with portfolio key SBP-022-09, record 00TSB022000008, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-022-08 with portfolio key SBP-022-11, record 8002240010, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-022-09 with portfolio key SBP-022-13, record 00TSB022000012, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-022-10 with portfolio key SBP-022-14, record 8002240013, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-022-11 with portfolio key SBP-022-15, record 00TSB022000014, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-022-12 with portfolio key SBP-022-16, record 8002240015, field transition 'DEFERRED' to 'NOT_STARTED', 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 2026-08-29 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 grounded activity and task sync unfinished for Lumen Care Platform.