# Summit commercial-term capture

## Executive assessment

Calls contain agreed pricing guardrails and unresolved legal points. Update commercial next steps and risk codes without treating discussion as approval or changing quote amounts.

## 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-029-01 — SBP-029-01

System: salesforce; object: Task; record: 00TSB029000000; field: Status.
Changed Deferred to Not Started. SBP-029-01 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/001_sbp-029-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-029-01_03_salesforce_activities.md; Gong insight GE-029-01.
Owner: Theo Martin; deadline: 2026-09-08.

### CHG-029-02 — SBP-029-02

System: hubspot; object: tasks; record: 8002940001; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-029-02 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/002_sbp-029-02_01_gong_calls.txt and /workspace/documents/03_salesforce_activities/018_sbp-029-02_03_salesforce_activities.txt; Gong insight GE-029-02.
Owner: Nora Kim; deadline: 2026-09-09.

### CHG-029-03 — SBP-029-03

System: salesforce; object: Task; record: 00TSB029000002; field: Status.
Changed Deferred to Not Started. SBP-029-03 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/003_sbp-029-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-029-03_03_salesforce_activities.json; Gong insight GE-029-03.
Owner: Elena Rossi; deadline: 2026-09-10.

### CHG-029-04 — SBP-029-05

System: hubspot; object: tasks; record: 8002940004; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-029-05 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/005_sbp-029-05_01_gong_calls.eml and /workspace/documents/03_salesforce_activities/021_sbp-029-05_03_salesforce_activities.eml; Gong insight GE-029-05.
Owner: Jon Bell; deadline: 2026-09-12.

### CHG-029-05 — SBP-029-06

System: salesforce; object: Task; record: 00TSB029000005; field: Status.
Changed Deferred to Not Started. SBP-029-06 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/006_sbp-029-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-029-06_03_salesforce_activities.xml; Gong insight GE-029-06.
Owner: Priya Raman; deadline: 2026-09-13.

### CHG-029-06 — SBP-029-07

System: hubspot; object: tasks; record: 8002940006; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-029-07 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_gong_calls/007_sbp-029-07_01_gong_calls.html and /workspace/documents/03_salesforce_activities/023_sbp-029-07_03_salesforce_activities.html; Gong insight GE-029-07.
Owner: Luis Ortega; deadline: 2026-09-08.

### CHG-029-07 — SBP-029-09

System: salesforce; object: Task; record: 00TSB029000008; field: Status.
Changed Deferred to Not Started. SBP-029-09 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/009_sbp-029-09_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/025_sbp-029-09_04_hubspot_engagements.md; Gong insight GE-029-09.
Owner: Theo Martin; deadline: 2026-09-10.

### CHG-029-08 — SBP-029-10

System: hubspot; object: tasks; record: 8002940009; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-029-10 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/010_sbp-029-10_02_gong_briefs.txt and /workspace/documents/04_hubspot_engagements/026_sbp-029-10_04_hubspot_engagements.txt; Gong insight GE-029-10.
Owner: Nora Kim; deadline: 2026-09-11.

### CHG-029-09 — SBP-029-11

System: salesforce; object: Task; record: 00TSB029000010; field: Status.
Changed Deferred to Not Started. SBP-029-11 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/011_sbp-029-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-029-11_04_hubspot_engagements.json; Gong insight GE-029-11.
Owner: Elena Rossi; deadline: 2026-09-12.

### CHG-029-10 — SBP-029-12

System: hubspot; object: tasks; record: 8002940011; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-029-12 qualifies for grounded activity and task sync because implementation capacity moved to the following quarter; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/012_sbp-029-12_02_gong_briefs.csv and /workspace/documents/04_hubspot_engagements/028_sbp-029-12_04_hubspot_engagements.csv; Gong insight GE-029-12.
Owner: Maya Chen; deadline: 2026-09-13.

### CHG-029-11 — SBP-029-14

System: salesforce; object: Task; record: 00TSB029000013; field: Status.
Changed Deferred to Not Started. SBP-029-14 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/014_sbp-029-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-029-14_04_hubspot_engagements.xml; Gong insight GE-029-14.
Owner: Priya Raman; deadline: 2026-09-09.

### CHG-029-12 — SBP-029-16

System: hubspot; object: tasks; record: 8002940015; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-029-16 qualifies for grounded activity and task sync because security review remains seller-owned; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_gong_briefs/016_sbp-029-16_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/032_sbp-029-16_04_hubspot_engagements.md; Gong insight GE-029-16.
Owner: Amina Yusuf; deadline: 2026-09-11.

## 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

Summit commercial-term capture

Prompt: Deal Strategy Director at Summit Compute needs your help before the 2026-Q4 operating review. Calls contain agreed pricing guardrails and unresolved legal points. Update commercial next steps and risk codes without treating discussion as approval or changing quote amounts. 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 00TSB029000000 field Status began as 'Deferred'.

Leave salesforce Task 00TSB029000000 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-029-01 on 00TSB029000000.

Apply the authorized updateSobjectRecord mutation for CHG-029-01 exactly once.

Confirm hubspot tasks 8002940001 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002940001 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-029-02 on 8002940001.

Apply the authorized hubspot_update_object mutation for CHG-029-02 exactly once.

Confirm salesforce Task 00TSB029000002 field Status began as 'Deferred'.

Leave salesforce Task 00TSB029000002 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-029-03 on 00TSB029000002.

Apply the authorized updateSobjectRecord mutation for CHG-029-03 exactly once.

Confirm hubspot tasks 8002940004 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002940004 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-029-04 on 8002940004.

Apply the authorized hubspot_update_object mutation for CHG-029-04 exactly once.

Confirm salesforce Task 00TSB029000005 field Status began as 'Deferred'.

Leave salesforce Task 00TSB029000005 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-029-05 on 00TSB029000005.

Apply the authorized updateSobjectRecord mutation for CHG-029-05 exactly once.

Confirm hubspot tasks 8002940006 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002940006 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-029-06 on 8002940006.

Apply the authorized hubspot_update_object mutation for CHG-029-06 exactly once.

Confirm salesforce Task 00TSB029000008 field Status began as 'Deferred'.

Leave salesforce Task 00TSB029000008 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-029-07 on 00TSB029000008.

Apply the authorized updateSobjectRecord mutation for CHG-029-07 exactly once.

Confirm hubspot tasks 8002940009 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002940009 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-029-08 on 8002940009.

Apply the authorized hubspot_update_object mutation for CHG-029-08 exactly once.

Confirm salesforce Task 00TSB029000010 field Status began as 'Deferred'.

Leave salesforce Task 00TSB029000010 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-029-09 on 00TSB029000010.

Apply the authorized updateSobjectRecord mutation for CHG-029-09 exactly once.

Confirm hubspot tasks 8002940011 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002940011 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-029-10 on 8002940011.

Apply the authorized hubspot_update_object mutation for CHG-029-10 exactly once.

Confirm salesforce Task 00TSB029000013 field Status began as 'Deferred'.

Leave salesforce Task 00TSB029000013 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-029-11 on 00TSB029000013.

Apply the authorized updateSobjectRecord mutation for CHG-029-11 exactly once.

Confirm hubspot tasks 8002940015 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8002940015 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-029-12 on 8002940015.

Apply the authorized hubspot_update_object mutation for CHG-029-12 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-029-01 (SBP-029-01).

Ground CHG-029-01's id in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's system in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's object_type in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's record_id in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's operation in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's field in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's before in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's after in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's reason in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's primary_source in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's corroborating_source in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's gong_evidence_id in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's owner in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's deadline in the released record for 00TSB029000000 and its controlling sources.

Ground CHG-029-01's portfolio_key in the released record for 00TSB029000000 and its controlling sources.

Include an auditable row for CHG-029-02 (SBP-029-02).

Ground CHG-029-02's id in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's system in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's object_type in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's record_id in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's operation in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's field in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's before in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's after in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's reason in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's primary_source in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's corroborating_source in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's gong_evidence_id in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's owner in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's deadline in the released record for 8002940001 and its controlling sources.

Ground CHG-029-02's portfolio_key in the released record for 8002940001 and its controlling sources.

Include an auditable row for CHG-029-03 (SBP-029-03).

Ground CHG-029-03's id in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's system in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's object_type in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's record_id in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's operation in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's field in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's before in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's after in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's reason in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's primary_source in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's corroborating_source in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's gong_evidence_id in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's owner in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's deadline in the released record for 00TSB029000002 and its controlling sources.

Ground CHG-029-03's portfolio_key in the released record for 00TSB029000002 and its controlling sources.

Include an auditable row for CHG-029-04 (SBP-029-05).

Ground CHG-029-04's id in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's system in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's object_type in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's record_id in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's operation in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's field in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's before in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's after in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's reason in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's primary_source in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's corroborating_source in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's gong_evidence_id in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's owner in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's deadline in the released record for 8002940004 and its controlling sources.

Ground CHG-029-04's portfolio_key in the released record for 8002940004 and its controlling sources.

Include an auditable row for CHG-029-05 (SBP-029-06).

Ground CHG-029-05's id in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's system in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's object_type in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's record_id in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's operation in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's field in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's before in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's after in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's reason in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's primary_source in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's corroborating_source in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's gong_evidence_id in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's owner in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's deadline in the released record for 00TSB029000005 and its controlling sources.

Ground CHG-029-05's portfolio_key in the released record for 00TSB029000005 and its controlling sources.

Include an auditable row for CHG-029-06 (SBP-029-07).

Ground CHG-029-06's id in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's system in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's object_type in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's record_id in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's operation in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's field in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's before in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's after in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's reason in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's primary_source in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's corroborating_source in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's gong_evidence_id in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's owner in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's deadline in the released record for 8002940006 and its controlling sources.

Ground CHG-029-06's portfolio_key in the released record for 8002940006 and its controlling sources.

Include an auditable row for CHG-029-07 (SBP-029-09).

Ground CHG-029-07's id in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's system in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's object_type in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's record_id in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's operation in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's field in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's before in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's after in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's reason in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's primary_source in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's corroborating_source in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's gong_evidence_id in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's owner in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's deadline in the released record for 00TSB029000008 and its controlling sources.

Ground CHG-029-07's portfolio_key in the released record for 00TSB029000008 and its controlling sources.

Include an auditable row for CHG-029-08 (SBP-029-10).

Ground CHG-029-08's id in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's system in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's object_type in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's record_id in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's operation in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's field in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's before in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's after in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's reason in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's primary_source in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's corroborating_source in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's gong_evidence_id in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's owner in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's deadline in the released record for 8002940009 and its controlling sources.

Ground CHG-029-08's portfolio_key in the released record for 8002940009 and its controlling sources.

Include an auditable row for CHG-029-09 (SBP-029-11).

Ground CHG-029-09's id in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's system in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's object_type in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's record_id in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's operation in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's field in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's before in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's after in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's reason in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's primary_source in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's corroborating_source in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's gong_evidence_id in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's owner in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's deadline in the released record for 00TSB029000010 and its controlling sources.

Ground CHG-029-09's portfolio_key in the released record for 00TSB029000010 and its controlling sources.

Include an auditable row for CHG-029-10 (SBP-029-12).

Ground CHG-029-10's id in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's system in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's object_type in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's record_id in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's operation in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's field in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's before in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's after in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's reason in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's primary_source in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's corroborating_source in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's gong_evidence_id in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's owner in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's deadline in the released record for 8002940011 and its controlling sources.

Ground CHG-029-10's portfolio_key in the released record for 8002940011 and its controlling sources.

Include an auditable row for CHG-029-11 (SBP-029-14).

Ground CHG-029-11's id in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's system in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's object_type in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's record_id in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's operation in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's field in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's before in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's after in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's reason in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's primary_source in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's corroborating_source in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's gong_evidence_id in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's owner in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's deadline in the released record for 00TSB029000013 and its controlling sources.

Ground CHG-029-11's portfolio_key in the released record for 00TSB029000013 and its controlling sources.

Include an auditable row for CHG-029-12 (SBP-029-16).

Ground CHG-029-12's id in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's system in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's object_type in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's record_id in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's operation in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's field in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's before in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's after in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's reason in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's primary_source in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's corroborating_source in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's gong_evidence_id in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's owner in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's deadline in the released record for 8002940015 and its controlling sources.

Ground CHG-029-12's portfolio_key in the released record for 8002940015 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-029-01 with portfolio key SBP-029-01, record 00TSB029000000, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-029-02 with portfolio key SBP-029-02, record 8002940001, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-029-03 with portfolio key SBP-029-03, record 00TSB029000002, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-029-04 with portfolio key SBP-029-05, record 8002940004, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-029-05 with portfolio key SBP-029-06, record 00TSB029000005, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-029-06 with portfolio key SBP-029-07, record 8002940006, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-029-07 with portfolio key SBP-029-09, record 00TSB029000008, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-029-08 with portfolio key SBP-029-10, record 8002940009, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-029-09 with portfolio key SBP-029-11, record 00TSB029000010, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-029-10 with portfolio key SBP-029-12, record 8002940011, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-029-11 with portfolio key SBP-029-14, record 00TSB029000013, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-029-12 with portfolio key SBP-029-16, record 8002940015, 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 2026-09-05 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 Summit Compute.


# Tandem buying-role reconciliation

## Executive assessment

Gong names economic buyers, champions, blockers, and evaluators differently from CRM roles. Repair supported contact roles and create gap tasks while preserving manually verified opt-out contacts.

## 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-030-01 — SBP-030-01

System: salesforce; object: Task; record: 00TSB030000000; field: Status.
Changed Deferred to Not Started. SBP-030-01 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/001_sbp-030-01_01_gong_calls.md and /workspace/documents/03_salesforce_activities/017_sbp-030-01_03_salesforce_activities.md; Gong insight GE-030-01.
Owner: Nora Kim; deadline: 2026-09-09.

### CHG-030-02 — SBP-030-03

System: hubspot; object: tasks; record: 8003040002; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-030-03 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/003_sbp-030-03_01_gong_calls.json and /workspace/documents/03_salesforce_activities/019_sbp-030-03_03_salesforce_activities.json; Gong insight GE-030-03.
Owner: Maya Chen; deadline: 2026-09-11.

### CHG-030-03 — SBP-030-04

System: salesforce; object: Task; record: 00TSB030000003; field: Status.
Changed Deferred to Not Started. SBP-030-04 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/004_sbp-030-04_01_gong_calls.csv and /workspace/documents/03_salesforce_activities/020_sbp-030-04_03_salesforce_activities.csv; Gong insight GE-030-04.
Owner: Jon Bell; deadline: 2026-09-12.

### CHG-030-04 — SBP-030-05

System: hubspot; object: tasks; record: 8003040004; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-030-05 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/005_sbp-030-05_01_gong_calls.eml and /workspace/documents/03_salesforce_activities/021_sbp-030-05_03_salesforce_activities.eml; Gong insight GE-030-05.
Owner: Priya Raman; deadline: 2026-09-13.

### CHG-030-05 — SBP-030-06

System: salesforce; object: Task; record: 00TSB030000005; field: Status.
Changed Deferred to Not Started. SBP-030-06 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/006_sbp-030-06_01_gong_calls.xml and /workspace/documents/03_salesforce_activities/022_sbp-030-06_03_salesforce_activities.xml; Gong insight GE-030-06.
Owner: Luis Ortega; deadline: 2026-09-14.

### CHG-030-06 — SBP-030-08

System: hubspot; object: tasks; record: 8003040007; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-030-08 qualifies for grounded activity and task sync because finance validation is complete but legal review is open; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_gong_calls/008_sbp-030-08_01_gong_calls.md and /workspace/documents/03_salesforce_activities/024_sbp-030-08_03_salesforce_activities.md; Gong insight GE-030-08.
Owner: Theo Martin; deadline: 2026-09-10.

### CHG-030-07 — SBP-030-09

System: salesforce; object: Task; record: 00TSB030000008; field: Status.
Changed Deferred to Not Started. SBP-030-09 qualifies for grounded activity and task sync because buyer explicitly paused the evaluation; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/009_sbp-030-09_02_gong_briefs.md and /workspace/documents/04_hubspot_engagements/025_sbp-030-09_04_hubspot_engagements.md; Gong insight GE-030-09.
Owner: Nora Kim; deadline: 2026-09-11.

### CHG-030-08 — SBP-030-11

System: hubspot; object: tasks; record: 8003040010; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-030-11 qualifies for grounded activity and task sync because competitive evaluation narrowed to two vendors; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/011_sbp-030-11_02_gong_briefs.json and /workspace/documents/04_hubspot_engagements/027_sbp-030-11_04_hubspot_engagements.json; Gong insight GE-030-11.
Owner: Maya Chen; deadline: 2026-09-13.

### CHG-030-09 — SBP-030-12

System: salesforce; object: Task; record: 00TSB030000011; field: Status.
Changed Deferred to Not Started. SBP-030-12 qualifies for grounded activity and task sync because renewal notice was acknowledged by procurement; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/012_sbp-030-12_02_gong_briefs.csv and /workspace/documents/04_hubspot_engagements/028_sbp-030-12_04_hubspot_engagements.csv; Gong insight GE-030-12.
Owner: Jon Bell; deadline: 2026-09-14.

### CHG-030-10 — SBP-030-13

System: hubspot; object: tasks; record: 8003040012; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-030-13 qualifies for grounded activity and task sync because economic buyer confirmed procurement timing; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/013_sbp-030-13_02_gong_briefs.eml and /workspace/documents/04_hubspot_engagements/029_sbp-030-13_04_hubspot_engagements.eml; Gong insight GE-030-13.
Owner: Priya Raman; deadline: 2026-09-09.

### CHG-030-11 — SBP-030-14

System: salesforce; object: Task; record: 00TSB030000013; field: Status.
Changed Deferred to Not Started. SBP-030-14 qualifies for grounded activity and task sync because security review remains seller-owned; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/014_sbp-030-14_02_gong_briefs.xml and /workspace/documents/04_hubspot_engagements/030_sbp-030-14_04_hubspot_engagements.xml; Gong insight GE-030-14.
Owner: Luis Ortega; deadline: 2026-09-10.

### CHG-030-12 — SBP-030-15

System: hubspot; object: tasks; record: 8003040014; field: hs_task_status.
Changed DEFERRED to NOT_STARTED. SBP-030-15 qualifies for grounded activity and task sync because champion requested a revised mutual action plan; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_gong_briefs/015_sbp-030-15_02_gong_briefs.html and /workspace/documents/04_hubspot_engagements/031_sbp-030-15_04_hubspot_engagements.html; Gong insight GE-030-15.
Owner: Amina Yusuf; deadline: 2026-09-11.

## 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

Tandem buying-role reconciliation

Prompt: Strategic Enablement Lead at Tandem Procurement AI needs your help before the 2026-Q3 operating review. Gong names economic buyers, champions, blockers, and evaluators differently from CRM roles. Repair supported contact roles and create gap tasks while preserving manually verified opt-out contacts. 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 00TSB030000000 field Status began as 'Deferred'.

Leave salesforce Task 00TSB030000000 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-030-01 on 00TSB030000000.

Apply the authorized updateSobjectRecord mutation for CHG-030-01 exactly once.

Confirm hubspot tasks 8003040002 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8003040002 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-030-02 on 8003040002.

Apply the authorized hubspot_update_object mutation for CHG-030-02 exactly once.

Confirm salesforce Task 00TSB030000003 field Status began as 'Deferred'.

Leave salesforce Task 00TSB030000003 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-030-03 on 00TSB030000003.

Apply the authorized updateSobjectRecord mutation for CHG-030-03 exactly once.

Confirm hubspot tasks 8003040004 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8003040004 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-030-04 on 8003040004.

Apply the authorized hubspot_update_object mutation for CHG-030-04 exactly once.

Confirm salesforce Task 00TSB030000005 field Status began as 'Deferred'.

Leave salesforce Task 00TSB030000005 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-030-05 on 00TSB030000005.

Apply the authorized updateSobjectRecord mutation for CHG-030-05 exactly once.

Confirm hubspot tasks 8003040007 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8003040007 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-030-06 on 8003040007.

Apply the authorized hubspot_update_object mutation for CHG-030-06 exactly once.

Confirm salesforce Task 00TSB030000008 field Status began as 'Deferred'.

Leave salesforce Task 00TSB030000008 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-030-07 on 00TSB030000008.

Apply the authorized updateSobjectRecord mutation for CHG-030-07 exactly once.

Confirm hubspot tasks 8003040010 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8003040010 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-030-08 on 8003040010.

Apply the authorized hubspot_update_object mutation for CHG-030-08 exactly once.

Confirm salesforce Task 00TSB030000011 field Status began as 'Deferred'.

Leave salesforce Task 00TSB030000011 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-030-09 on 00TSB030000011.

Apply the authorized updateSobjectRecord mutation for CHG-030-09 exactly once.

Confirm hubspot tasks 8003040012 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8003040012 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-030-10 on 8003040012.

Apply the authorized hubspot_update_object mutation for CHG-030-10 exactly once.

Confirm salesforce Task 00TSB030000013 field Status began as 'Deferred'.

Leave salesforce Task 00TSB030000013 field Status at the supported value 'Not Started'.

Change only the provider fields authorized for CHG-030-11 on 00TSB030000013.

Apply the authorized updateSobjectRecord mutation for CHG-030-11 exactly once.

Confirm hubspot tasks 8003040014 field hs_task_status began as 'DEFERRED'.

Leave hubspot tasks 8003040014 field hs_task_status at the supported value 'NOT_STARTED'.

Change only the provider fields authorized for CHG-030-12 on 8003040014.

Apply the authorized hubspot_update_object mutation for CHG-030-12 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-030-01 (SBP-030-01).

Ground CHG-030-01's id in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's system in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's object_type in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's record_id in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's operation in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's field in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's before in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's after in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's reason in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's primary_source in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's corroborating_source in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's gong_evidence_id in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's owner in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's deadline in the released record for 00TSB030000000 and its controlling sources.

Ground CHG-030-01's portfolio_key in the released record for 00TSB030000000 and its controlling sources.

Include an auditable row for CHG-030-02 (SBP-030-03).

Ground CHG-030-02's id in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's system in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's object_type in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's record_id in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's operation in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's field in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's before in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's after in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's reason in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's primary_source in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's corroborating_source in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's gong_evidence_id in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's owner in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's deadline in the released record for 8003040002 and its controlling sources.

Ground CHG-030-02's portfolio_key in the released record for 8003040002 and its controlling sources.

Include an auditable row for CHG-030-03 (SBP-030-04).

Ground CHG-030-03's id in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's system in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's object_type in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's record_id in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's operation in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's field in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's before in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's after in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's reason in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's primary_source in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's corroborating_source in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's gong_evidence_id in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's owner in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's deadline in the released record for 00TSB030000003 and its controlling sources.

Ground CHG-030-03's portfolio_key in the released record for 00TSB030000003 and its controlling sources.

Include an auditable row for CHG-030-04 (SBP-030-05).

Ground CHG-030-04's id in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's system in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's object_type in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's record_id in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's operation in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's field in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's before in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's after in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's reason in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's primary_source in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's corroborating_source in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's gong_evidence_id in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's owner in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's deadline in the released record for 8003040004 and its controlling sources.

Ground CHG-030-04's portfolio_key in the released record for 8003040004 and its controlling sources.

Include an auditable row for CHG-030-05 (SBP-030-06).

Ground CHG-030-05's id in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's system in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's object_type in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's record_id in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's operation in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's field in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's before in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's after in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's reason in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's primary_source in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's corroborating_source in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's gong_evidence_id in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's owner in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's deadline in the released record for 00TSB030000005 and its controlling sources.

Ground CHG-030-05's portfolio_key in the released record for 00TSB030000005 and its controlling sources.

Include an auditable row for CHG-030-06 (SBP-030-08).

Ground CHG-030-06's id in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's system in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's object_type in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's record_id in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's operation in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's field in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's before in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's after in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's reason in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's primary_source in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's corroborating_source in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's gong_evidence_id in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's owner in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's deadline in the released record for 8003040007 and its controlling sources.

Ground CHG-030-06's portfolio_key in the released record for 8003040007 and its controlling sources.

Include an auditable row for CHG-030-07 (SBP-030-09).

Ground CHG-030-07's id in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's system in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's object_type in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's record_id in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's operation in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's field in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's before in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's after in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's reason in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's primary_source in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's corroborating_source in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's gong_evidence_id in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's owner in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's deadline in the released record for 00TSB030000008 and its controlling sources.

Ground CHG-030-07's portfolio_key in the released record for 00TSB030000008 and its controlling sources.

Include an auditable row for CHG-030-08 (SBP-030-11).

Ground CHG-030-08's id in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's system in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's object_type in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's record_id in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's operation in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's field in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's before in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's after in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's reason in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's primary_source in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's corroborating_source in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's gong_evidence_id in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's owner in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's deadline in the released record for 8003040010 and its controlling sources.

Ground CHG-030-08's portfolio_key in the released record for 8003040010 and its controlling sources.

Include an auditable row for CHG-030-09 (SBP-030-12).

Ground CHG-030-09's id in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's system in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's object_type in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's record_id in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's operation in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's field in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's before in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's after in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's reason in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's primary_source in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's corroborating_source in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's gong_evidence_id in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's owner in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's deadline in the released record for 00TSB030000011 and its controlling sources.

Ground CHG-030-09's portfolio_key in the released record for 00TSB030000011 and its controlling sources.

Include an auditable row for CHG-030-10 (SBP-030-13).

Ground CHG-030-10's id in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's system in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's object_type in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's record_id in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's operation in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's field in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's before in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's after in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's reason in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's primary_source in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's corroborating_source in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's gong_evidence_id in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's owner in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's deadline in the released record for 8003040012 and its controlling sources.

Ground CHG-030-10's portfolio_key in the released record for 8003040012 and its controlling sources.

Include an auditable row for CHG-030-11 (SBP-030-14).

Ground CHG-030-11's id in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's system in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's object_type in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's record_id in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's operation in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's field in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's before in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's after in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's reason in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's primary_source in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's corroborating_source in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's gong_evidence_id in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's owner in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's deadline in the released record for 00TSB030000013 and its controlling sources.

Ground CHG-030-11's portfolio_key in the released record for 00TSB030000013 and its controlling sources.

Include an auditable row for CHG-030-12 (SBP-030-15).

Ground CHG-030-12's id in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's system in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's object_type in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's record_id in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's operation in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's field in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's before in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's after in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's reason in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's primary_source in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's corroborating_source in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's gong_evidence_id in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's owner in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's deadline in the released record for 8003040014 and its controlling sources.

Ground CHG-030-12's portfolio_key in the released record for 8003040014 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-030-01 with portfolio key SBP-030-01, record 00TSB030000000, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-030-02 with portfolio key SBP-030-03, record 8003040002, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-030-03 with portfolio key SBP-030-04, record 00TSB030000003, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-030-04 with portfolio key SBP-030-05, record 8003040004, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-030-05 with portfolio key SBP-030-06, record 00TSB030000005, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-030-06 with portfolio key SBP-030-08, record 8003040007, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-030-07 with portfolio key SBP-030-09, record 00TSB030000008, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-030-08 with portfolio key SBP-030-11, record 8003040010, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-030-09 with portfolio key SBP-030-12, record 00TSB030000011, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-030-10 with portfolio key SBP-030-13, record 8003040012, field transition 'DEFERRED' to 'NOT_STARTED', both source paths, owner, and deadline.

Explain CHG-030-11 with portfolio key SBP-030-14, record 00TSB030000013, field transition 'Deferred' to 'Not Started', both source paths, owner, and deadline.

Explain CHG-030-12 with portfolio key SBP-030-15, record 8003040014, 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-Q3 records

The controlling and corroborating records effective on 2026-09-06 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 Tandem Procurement AI.