# Quarry enterprise split-credit reconciliation

## Executive assessment

Parent and subsidiary opportunities share a procurement event, but overlay and account executives recorded incompatible split credit. Reconcile forecast value without changing compensation allocations not covered by the request.

## 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-009-01 — SBP-009-01

System: salesforce; object: Opportunity; record: 006SB009000000; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-009-01 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/001_sbp-009-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-009-01_03_gong_briefs.md; Gong insight GE-009-01.
Owner: Jon Bell; deadline: 2026-09-07.

### CHG-009-02 — SBP-009-02

System: hubspot; object: deals; record: 8000920001; field: forecast_status.
Changed pipeline to commit. SBP-009-02 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/002_sbp-009-02_01_salesforce_pipeline.txt and /workspace/documents/03_gong_briefs/018_sbp-009-02_03_gong_briefs.txt; Gong insight GE-009-02.
Owner: Priya Raman; deadline: 2026-09-08.

### CHG-009-03 — SBP-009-03

System: salesforce; object: Opportunity; record: 006SB009000002; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-009-03 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/003_sbp-009-03_01_salesforce_pipeline.json and /workspace/documents/03_gong_briefs/019_sbp-009-03_03_gong_briefs.json; Gong insight GE-009-03.
Owner: Luis Ortega; deadline: 2026-09-09.

### CHG-009-04 — SBP-009-05

System: hubspot; object: deals; record: 8000920004; field: forecast_status.
Changed pipeline to commit. SBP-009-05 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/005_sbp-009-05_01_salesforce_pipeline.eml and /workspace/documents/03_gong_briefs/021_sbp-009-05_03_gong_briefs.eml; Gong insight GE-009-05.
Owner: Theo Martin; deadline: 2026-09-11.

### CHG-009-05 — SBP-009-06

System: salesforce; object: Opportunity; record: 006SB009000005; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-009-06 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/006_sbp-009-06_01_salesforce_pipeline.xml and /workspace/documents/03_gong_briefs/022_sbp-009-06_03_gong_briefs.xml; Gong insight GE-009-06.
Owner: Nora Kim; deadline: 2026-09-12.

### CHG-009-06 — SBP-009-07

System: hubspot; object: deals; record: 8000920006; field: forecast_status.
Changed pipeline to commit. SBP-009-07 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/007_sbp-009-07_01_salesforce_pipeline.html and /workspace/documents/03_gong_briefs/023_sbp-009-07_03_gong_briefs.html; Gong insight GE-009-07.
Owner: Elena Rossi; deadline: 2026-09-07.

### CHG-009-07 — SBP-009-08

System: salesforce; object: Opportunity; record: 006SB009000007; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-009-08 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/008_sbp-009-08_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/024_sbp-009-08_03_gong_briefs.md; Gong insight GE-009-08.
Owner: Maya Chen; deadline: 2026-09-08.

### CHG-009-08 — SBP-009-09

System: hubspot; object: deals; record: 8000920008; field: forecast_status.
Changed pipeline to commit. SBP-009-09 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_deals/009_sbp-009-09_02_hubspot_deals.md and /workspace/documents/04_call_evidence/025_sbp-009-09_04_call_evidence.md; Gong insight GE-009-09.
Owner: Jon Bell; deadline: 2026-09-09.

### CHG-009-09 — SBP-009-10

System: salesforce; object: Opportunity; record: 006SB009000009; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-009-10 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_deals/010_sbp-009-10_02_hubspot_deals.txt and /workspace/documents/04_call_evidence/026_sbp-009-10_04_call_evidence.txt; Gong insight GE-009-10.
Owner: Priya Raman; deadline: 2026-09-10.

### CHG-009-10 — SBP-009-13

System: hubspot; object: deals; record: 8000920012; field: forecast_status.
Changed pipeline to commit. SBP-009-13 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_deals/013_sbp-009-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-009-13_04_call_evidence.eml; Gong insight GE-009-13.
Owner: Theo Martin; deadline: 2026-09-07.

### CHG-009-11 — SBP-009-15

System: salesforce; object: Opportunity; record: 006SB009000014; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-009-15 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_deals/015_sbp-009-15_02_hubspot_deals.html and /workspace/documents/04_call_evidence/031_sbp-009-15_04_call_evidence.html; Gong insight GE-009-15.
Owner: Elena Rossi; deadline: 2026-09-09.

### CHG-009-12 — SBP-009-16

System: hubspot; object: deals; record: 8000920015; field: forecast_status.
Changed pipeline to commit. SBP-009-16 qualifies for forecast-and-next-step repair because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_deals/016_sbp-009-16_02_hubspot_deals.md and /workspace/documents/04_call_evidence/032_sbp-009-16_04_call_evidence.md; Gong insight GE-009-16.
Owner: Maya Chen; deadline: 2026-09-10.

## 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

Quarry enterprise split-credit reconciliation

Prompt: Sales Compensation Director at Quarry Compute needs your help before the 2026-Q3 operating review. Parent and subsidiary opportunities share a procurement event, but overlay and account executives recorded incompatible split credit. Reconcile forecast value without changing compensation allocations not covered by the request. Work out the defensible forecast reconciliation and commit inspection, correct only the CRM records the current evidence actually supports, and leave an audit-ready change register and a short decision brief for the team. Protect unrelated records and private call content; where the sources do not agree, keep the record unchanged and explain the hold.

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

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

Inspect custody metadata for the 8 designated source records.

Inventory, search, and traverse the released evidence room.

Identify the Salesforce user and inspect the relevant object contract.

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

Query the Salesforce record corresponding to every proposed portfolio correction.

Retrieve the HubSpot record corresponding to every proposed portfolio correction.

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

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

Create both final deliverables through the filesystem MCP surface.

Confirm salesforce Opportunity 006SB009000000 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB009000000 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-009-01 on 006SB009000000.

Apply the authorized updateSobjectRecord mutation for CHG-009-01 exactly once.

Confirm hubspot deals 8000920001 field forecast_status began as 'pipeline'.

Leave hubspot deals 8000920001 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-009-02 on 8000920001.

Apply the authorized hubspot_update_object mutation for CHG-009-02 exactly once.

Confirm salesforce Opportunity 006SB009000002 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB009000002 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-009-03 on 006SB009000002.

Apply the authorized updateSobjectRecord mutation for CHG-009-03 exactly once.

Confirm hubspot deals 8000920004 field forecast_status began as 'pipeline'.

Leave hubspot deals 8000920004 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-009-04 on 8000920004.

Apply the authorized hubspot_update_object mutation for CHG-009-04 exactly once.

Confirm salesforce Opportunity 006SB009000005 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB009000005 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-009-05 on 006SB009000005.

Apply the authorized updateSobjectRecord mutation for CHG-009-05 exactly once.

Confirm hubspot deals 8000920006 field forecast_status began as 'pipeline'.

Leave hubspot deals 8000920006 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-009-06 on 8000920006.

Apply the authorized hubspot_update_object mutation for CHG-009-06 exactly once.

Confirm salesforce Opportunity 006SB009000007 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB009000007 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-009-07 on 006SB009000007.

Apply the authorized updateSobjectRecord mutation for CHG-009-07 exactly once.

Confirm hubspot deals 8000920008 field forecast_status began as 'pipeline'.

Leave hubspot deals 8000920008 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-009-08 on 8000920008.

Apply the authorized hubspot_update_object mutation for CHG-009-08 exactly once.

Confirm salesforce Opportunity 006SB009000009 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB009000009 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-009-09 on 006SB009000009.

Apply the authorized updateSobjectRecord mutation for CHG-009-09 exactly once.

Confirm hubspot deals 8000920012 field forecast_status began as 'pipeline'.

Leave hubspot deals 8000920012 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-009-10 on 8000920012.

Apply the authorized hubspot_update_object mutation for CHG-009-10 exactly once.

Confirm salesforce Opportunity 006SB009000014 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB009000014 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-009-11 on 006SB009000014.

Apply the authorized updateSobjectRecord mutation for CHG-009-11 exactly once.

Confirm hubspot deals 8000920015 field forecast_status began as 'pipeline'.

Leave hubspot deals 8000920015 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-009-12 on 8000920015.

Apply the authorized hubspot_update_object mutation for CHG-009-12 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-009-01 (SBP-009-01).

Ground CHG-009-01's id in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's system in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's object_type in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's record_id in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's operation in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's field in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's before in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's after in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's reason in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's primary_source in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's corroborating_source in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's gong_evidence_id in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's owner in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's deadline in the released record for 006SB009000000 and its controlling sources.

Ground CHG-009-01's portfolio_key in the released record for 006SB009000000 and its controlling sources.

Include an auditable row for CHG-009-02 (SBP-009-02).

Ground CHG-009-02's id in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's system in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's object_type in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's record_id in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's operation in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's field in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's before in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's after in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's reason in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's primary_source in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's corroborating_source in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's gong_evidence_id in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's owner in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's deadline in the released record for 8000920001 and its controlling sources.

Ground CHG-009-02's portfolio_key in the released record for 8000920001 and its controlling sources.

Include an auditable row for CHG-009-03 (SBP-009-03).

Ground CHG-009-03's id in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's system in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's object_type in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's record_id in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's operation in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's field in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's before in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's after in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's reason in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's primary_source in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's corroborating_source in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's gong_evidence_id in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's owner in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's deadline in the released record for 006SB009000002 and its controlling sources.

Ground CHG-009-03's portfolio_key in the released record for 006SB009000002 and its controlling sources.

Include an auditable row for CHG-009-04 (SBP-009-05).

Ground CHG-009-04's id in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's system in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's object_type in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's record_id in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's operation in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's field in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's before in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's after in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's reason in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's primary_source in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's corroborating_source in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's gong_evidence_id in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's owner in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's deadline in the released record for 8000920004 and its controlling sources.

Ground CHG-009-04's portfolio_key in the released record for 8000920004 and its controlling sources.

Include an auditable row for CHG-009-05 (SBP-009-06).

Ground CHG-009-05's id in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's system in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's object_type in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's record_id in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's operation in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's field in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's before in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's after in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's reason in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's primary_source in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's corroborating_source in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's gong_evidence_id in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's owner in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's deadline in the released record for 006SB009000005 and its controlling sources.

Ground CHG-009-05's portfolio_key in the released record for 006SB009000005 and its controlling sources.

Include an auditable row for CHG-009-06 (SBP-009-07).

Ground CHG-009-06's id in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's system in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's object_type in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's record_id in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's operation in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's field in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's before in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's after in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's reason in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's primary_source in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's corroborating_source in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's gong_evidence_id in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's owner in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's deadline in the released record for 8000920006 and its controlling sources.

Ground CHG-009-06's portfolio_key in the released record for 8000920006 and its controlling sources.

Include an auditable row for CHG-009-07 (SBP-009-08).

Ground CHG-009-07's id in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's system in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's object_type in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's record_id in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's operation in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's field in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's before in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's after in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's reason in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's primary_source in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's corroborating_source in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's gong_evidence_id in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's owner in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's deadline in the released record for 006SB009000007 and its controlling sources.

Ground CHG-009-07's portfolio_key in the released record for 006SB009000007 and its controlling sources.

Include an auditable row for CHG-009-08 (SBP-009-09).

Ground CHG-009-08's id in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's system in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's object_type in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's record_id in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's operation in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's field in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's before in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's after in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's reason in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's primary_source in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's corroborating_source in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's gong_evidence_id in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's owner in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's deadline in the released record for 8000920008 and its controlling sources.

Ground CHG-009-08's portfolio_key in the released record for 8000920008 and its controlling sources.

Include an auditable row for CHG-009-09 (SBP-009-10).

Ground CHG-009-09's id in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's system in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's object_type in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's record_id in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's operation in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's field in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's before in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's after in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's reason in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's primary_source in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's corroborating_source in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's gong_evidence_id in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's owner in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's deadline in the released record for 006SB009000009 and its controlling sources.

Ground CHG-009-09's portfolio_key in the released record for 006SB009000009 and its controlling sources.

Include an auditable row for CHG-009-10 (SBP-009-13).

Ground CHG-009-10's id in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's system in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's object_type in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's record_id in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's operation in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's field in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's before in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's after in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's reason in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's primary_source in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's corroborating_source in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's gong_evidence_id in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's owner in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's deadline in the released record for 8000920012 and its controlling sources.

Ground CHG-009-10's portfolio_key in the released record for 8000920012 and its controlling sources.

Include an auditable row for CHG-009-11 (SBP-009-15).

Ground CHG-009-11's id in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's system in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's object_type in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's record_id in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's operation in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's field in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's before in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's after in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's reason in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's primary_source in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's corroborating_source in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's gong_evidence_id in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's owner in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's deadline in the released record for 006SB009000014 and its controlling sources.

Ground CHG-009-11's portfolio_key in the released record for 006SB009000014 and its controlling sources.

Include an auditable row for CHG-009-12 (SBP-009-16).

Ground CHG-009-12's id in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's system in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's object_type in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's record_id in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's operation in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's field in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's before in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's after in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's reason in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's primary_source in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's corroborating_source in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's gong_evidence_id in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's owner in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's deadline in the released record for 8000920015 and its controlling sources.

Ground CHG-009-12's portfolio_key in the released record for 8000920015 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-009-01 with portfolio key SBP-009-01, record 006SB009000000, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-009-02 with portfolio key SBP-009-02, record 8000920001, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-009-03 with portfolio key SBP-009-03, record 006SB009000002, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-009-04 with portfolio key SBP-009-05, record 8000920004, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-009-05 with portfolio key SBP-009-06, record 006SB009000005, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-009-06 with portfolio key SBP-009-07, record 8000920006, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-009-07 with portfolio key SBP-009-08, record 006SB009000007, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-009-08 with portfolio key SBP-009-09, record 8000920008, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-009-09 with portfolio key SBP-009-10, record 006SB009000009, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-009-10 with portfolio key SBP-009-13, record 8000920012, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-009-11 with portfolio key SBP-009-15, record 006SB009000014, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-009-12 with portfolio key SBP-009-16, record 8000920015, field transition 'pipeline' to 'commit', 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 2026-09-04 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 forecast-and-next-step repair unfinished for Quarry Compute.

Quarry enterprise split-credit reconciliation


# Solstice fiscal-boundary forecast reset

## Executive assessment

The company changed fiscal calendars after CRM records were created. Normalize close dates and stage probabilities to the new boundary while preserving already-booked deals and documenting all excluded rows.

## 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-010-01 — SBP-010-01

System: salesforce; object: Opportunity; record: 006SB010000000; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-010-01 qualifies for forecast-and-next-step repair because buyer explicitly paused the evaluation; apply single_threaded under the current FY2027-Q1 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/001_sbp-010-01_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/017_sbp-010-01_03_gong_briefs.md; Gong insight GE-010-01.
Owner: Priya Raman; deadline: 2026-09-08.

### CHG-010-02 — SBP-010-02

System: hubspot; object: deals; record: 8001020001; field: forecast_status.
Changed pipeline to commit. SBP-010-02 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current FY2027-Q1 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/002_sbp-010-02_01_salesforce_pipeline.txt and /workspace/documents/03_gong_briefs/018_sbp-010-02_03_gong_briefs.txt; Gong insight GE-010-02.
Owner: Luis Ortega; deadline: 2026-09-09.

### CHG-010-03 — SBP-010-03

System: salesforce; object: Opportunity; record: 006SB010000002; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-010-03 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current FY2027-Q1 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/003_sbp-010-03_01_salesforce_pipeline.json and /workspace/documents/03_gong_briefs/019_sbp-010-03_03_gong_briefs.json; Gong insight GE-010-03.
Owner: Amina Yusuf; deadline: 2026-09-10.

### CHG-010-04 — SBP-010-04

System: hubspot; object: deals; record: 8001020003; field: forecast_status.
Changed pipeline to commit. SBP-010-04 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current FY2027-Q1 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/004_sbp-010-04_01_salesforce_pipeline.csv and /workspace/documents/03_gong_briefs/020_sbp-010-04_03_gong_briefs.csv; Gong insight GE-010-04.
Owner: Theo Martin; deadline: 2026-09-11.

### CHG-010-05 — SBP-010-07

System: salesforce; object: Opportunity; record: 006SB010000006; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-010-07 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current FY2027-Q1 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/007_sbp-010-07_01_salesforce_pipeline.html and /workspace/documents/03_gong_briefs/023_sbp-010-07_03_gong_briefs.html; Gong insight GE-010-07.
Owner: Maya Chen; deadline: 2026-09-08.

### CHG-010-06 — SBP-010-08

System: hubspot; object: deals; record: 8001020007; field: forecast_status.
Changed pipeline to commit. SBP-010-08 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply consent_conflict under the current FY2027-Q1 policy.
Evidence: /workspace/documents/01_salesforce_pipeline/008_sbp-010-08_01_salesforce_pipeline.md and /workspace/documents/03_gong_briefs/024_sbp-010-08_03_gong_briefs.md; Gong insight GE-010-08.
Owner: Jon Bell; deadline: 2026-09-09.

### CHG-010-07 — SBP-010-10

System: salesforce; object: Opportunity; record: 006SB010000009; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-010-10 qualifies for forecast-and-next-step repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current FY2027-Q1 policy.
Evidence: /workspace/documents/02_hubspot_deals/010_sbp-010-10_02_hubspot_deals.txt and /workspace/documents/04_call_evidence/026_sbp-010-10_04_call_evidence.txt; Gong insight GE-010-10.
Owner: Luis Ortega; deadline: 2026-09-11.

### CHG-010-08 — SBP-010-11

System: hubspot; object: deals; record: 8001020010; field: forecast_status.
Changed pipeline to commit. SBP-010-11 qualifies for forecast-and-next-step repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current FY2027-Q1 policy.
Evidence: /workspace/documents/02_hubspot_deals/011_sbp-010-11_02_hubspot_deals.json and /workspace/documents/04_call_evidence/027_sbp-010-11_04_call_evidence.json; Gong insight GE-010-11.
Owner: Amina Yusuf; deadline: 2026-09-12.

### CHG-010-09 — SBP-010-12

System: salesforce; object: Opportunity; record: 006SB010000011; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-010-12 qualifies for forecast-and-next-step repair because renewal notice was acknowledged by procurement; apply security_review under the current FY2027-Q1 policy.
Evidence: /workspace/documents/02_hubspot_deals/012_sbp-010-12_02_hubspot_deals.csv and /workspace/documents/04_call_evidence/028_sbp-010-12_04_call_evidence.csv; Gong insight GE-010-12.
Owner: Theo Martin; deadline: 2026-09-13.

### CHG-010-10 — SBP-010-13

System: hubspot; object: deals; record: 8001020012; field: forecast_status.
Changed pipeline to commit. SBP-010-13 qualifies for forecast-and-next-step repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current FY2027-Q1 policy.
Evidence: /workspace/documents/02_hubspot_deals/013_sbp-010-13_02_hubspot_deals.eml and /workspace/documents/04_call_evidence/029_sbp-010-13_04_call_evidence.eml; Gong insight GE-010-13.
Owner: Nora Kim; deadline: 2026-09-08.

### CHG-010-11 — SBP-010-15

System: salesforce; object: Opportunity; record: 006SB010000014; field: ForecastCategoryName.
Changed Pipeline to Commit. SBP-010-15 qualifies for forecast-and-next-step repair because champion requested a revised mutual action plan; apply procurement_timing under the current FY2027-Q1 policy.
Evidence: /workspace/documents/02_hubspot_deals/015_sbp-010-15_02_hubspot_deals.html and /workspace/documents/04_call_evidence/031_sbp-010-15_04_call_evidence.html; Gong insight GE-010-15.
Owner: Maya Chen; deadline: 2026-09-10.

### CHG-010-12 — SBP-010-16

System: hubspot; object: deals; record: 8001020015; field: forecast_status.
Changed pipeline to commit. SBP-010-16 qualifies for forecast-and-next-step repair because finance validation is complete but legal review is open; apply consent_conflict under the current FY2027-Q1 policy.
Evidence: /workspace/documents/02_hubspot_deals/016_sbp-010-16_02_hubspot_deals.md and /workspace/documents/04_call_evidence/032_sbp-010-16_04_call_evidence.md; Gong insight GE-010-16.
Owner: Jon Bell; 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 FY2027-Q1; 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

Solstice fiscal-boundary forecast reset

Prompt: Revenue Accounting Manager at Solstice Learning needs your help before the FY2027-Q1 operating review. The company changed fiscal calendars after CRM records were created. Normalize close dates and stage probabilities to the new boundary while preserving already-booked deals and documenting all excluded rows. Work out the defensible forecast reconciliation and commit inspection, correct only the CRM records the current evidence actually supports, and leave an audit-ready change register and a short decision brief for the team. Protect unrelated records and private call content; where the sources do not agree, keep the record unchanged and explain the hold.

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

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

Inspect custody metadata for the 8 designated source records.

Inventory, search, and traverse the released evidence room.

Identify the Salesforce user and inspect the relevant object contract.

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

Query the Salesforce record corresponding to every proposed portfolio correction.

Retrieve the HubSpot record corresponding to every proposed portfolio correction.

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

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

Create both final deliverables through the filesystem MCP surface.

Confirm salesforce Opportunity 006SB010000000 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB010000000 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-010-01 on 006SB010000000.

Apply the authorized updateSobjectRecord mutation for CHG-010-01 exactly once.

Confirm hubspot deals 8001020001 field forecast_status began as 'pipeline'.

Leave hubspot deals 8001020001 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-010-02 on 8001020001.

Apply the authorized hubspot_update_object mutation for CHG-010-02 exactly once.

Confirm salesforce Opportunity 006SB010000002 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB010000002 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-010-03 on 006SB010000002.

Apply the authorized updateSobjectRecord mutation for CHG-010-03 exactly once.

Confirm hubspot deals 8001020003 field forecast_status began as 'pipeline'.

Leave hubspot deals 8001020003 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-010-04 on 8001020003.

Apply the authorized hubspot_update_object mutation for CHG-010-04 exactly once.

Confirm salesforce Opportunity 006SB010000006 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB010000006 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-010-05 on 006SB010000006.

Apply the authorized updateSobjectRecord mutation for CHG-010-05 exactly once.

Confirm hubspot deals 8001020007 field forecast_status began as 'pipeline'.

Leave hubspot deals 8001020007 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-010-06 on 8001020007.

Apply the authorized hubspot_update_object mutation for CHG-010-06 exactly once.

Confirm salesforce Opportunity 006SB010000009 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB010000009 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-010-07 on 006SB010000009.

Apply the authorized updateSobjectRecord mutation for CHG-010-07 exactly once.

Confirm hubspot deals 8001020010 field forecast_status began as 'pipeline'.

Leave hubspot deals 8001020010 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-010-08 on 8001020010.

Apply the authorized hubspot_update_object mutation for CHG-010-08 exactly once.

Confirm salesforce Opportunity 006SB010000011 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB010000011 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-010-09 on 006SB010000011.

Apply the authorized updateSobjectRecord mutation for CHG-010-09 exactly once.

Confirm hubspot deals 8001020012 field forecast_status began as 'pipeline'.

Leave hubspot deals 8001020012 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-010-10 on 8001020012.

Apply the authorized hubspot_update_object mutation for CHG-010-10 exactly once.

Confirm salesforce Opportunity 006SB010000014 field ForecastCategoryName began as 'Pipeline'.

Leave salesforce Opportunity 006SB010000014 field ForecastCategoryName at the supported value 'Commit'.

Change only the provider fields authorized for CHG-010-11 on 006SB010000014.

Apply the authorized updateSobjectRecord mutation for CHG-010-11 exactly once.

Confirm hubspot deals 8001020015 field forecast_status began as 'pipeline'.

Leave hubspot deals 8001020015 field forecast_status at the supported value 'commit'.

Change only the provider fields authorized for CHG-010-12 on 8001020015.

Apply the authorized hubspot_update_object mutation for CHG-010-12 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-010-01 (SBP-010-01).

Ground CHG-010-01's id in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's system in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's object_type in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's record_id in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's operation in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's field in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's before in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's after in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's reason in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's primary_source in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's corroborating_source in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's gong_evidence_id in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's owner in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's deadline in the released record for 006SB010000000 and its controlling sources.

Ground CHG-010-01's portfolio_key in the released record for 006SB010000000 and its controlling sources.

Include an auditable row for CHG-010-02 (SBP-010-02).

Ground CHG-010-02's id in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's system in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's object_type in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's record_id in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's operation in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's field in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's before in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's after in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's reason in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's primary_source in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's corroborating_source in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's gong_evidence_id in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's owner in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's deadline in the released record for 8001020001 and its controlling sources.

Ground CHG-010-02's portfolio_key in the released record for 8001020001 and its controlling sources.

Include an auditable row for CHG-010-03 (SBP-010-03).

Ground CHG-010-03's id in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's system in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's object_type in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's record_id in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's operation in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's field in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's before in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's after in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's reason in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's primary_source in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's corroborating_source in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's gong_evidence_id in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's owner in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's deadline in the released record for 006SB010000002 and its controlling sources.

Ground CHG-010-03's portfolio_key in the released record for 006SB010000002 and its controlling sources.

Include an auditable row for CHG-010-04 (SBP-010-04).

Ground CHG-010-04's id in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's system in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's object_type in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's record_id in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's operation in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's field in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's before in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's after in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's reason in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's primary_source in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's corroborating_source in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's gong_evidence_id in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's owner in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's deadline in the released record for 8001020003 and its controlling sources.

Ground CHG-010-04's portfolio_key in the released record for 8001020003 and its controlling sources.

Include an auditable row for CHG-010-05 (SBP-010-07).

Ground CHG-010-05's id in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's system in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's object_type in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's record_id in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's operation in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's field in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's before in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's after in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's reason in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's primary_source in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's corroborating_source in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's gong_evidence_id in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's owner in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's deadline in the released record for 006SB010000006 and its controlling sources.

Ground CHG-010-05's portfolio_key in the released record for 006SB010000006 and its controlling sources.

Include an auditable row for CHG-010-06 (SBP-010-08).

Ground CHG-010-06's id in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's system in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's object_type in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's record_id in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's operation in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's field in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's before in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's after in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's reason in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's primary_source in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's corroborating_source in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's gong_evidence_id in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's owner in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's deadline in the released record for 8001020007 and its controlling sources.

Ground CHG-010-06's portfolio_key in the released record for 8001020007 and its controlling sources.

Include an auditable row for CHG-010-07 (SBP-010-10).

Ground CHG-010-07's id in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's system in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's object_type in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's record_id in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's operation in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's field in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's before in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's after in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's reason in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's primary_source in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's corroborating_source in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's gong_evidence_id in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's owner in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's deadline in the released record for 006SB010000009 and its controlling sources.

Ground CHG-010-07's portfolio_key in the released record for 006SB010000009 and its controlling sources.

Include an auditable row for CHG-010-08 (SBP-010-11).

Ground CHG-010-08's id in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's system in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's object_type in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's record_id in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's operation in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's field in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's before in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's after in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's reason in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's primary_source in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's corroborating_source in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's gong_evidence_id in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's owner in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's deadline in the released record for 8001020010 and its controlling sources.

Ground CHG-010-08's portfolio_key in the released record for 8001020010 and its controlling sources.

Include an auditable row for CHG-010-09 (SBP-010-12).

Ground CHG-010-09's id in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's system in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's object_type in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's record_id in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's operation in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's field in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's before in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's after in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's reason in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's primary_source in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's corroborating_source in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's gong_evidence_id in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's owner in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's deadline in the released record for 006SB010000011 and its controlling sources.

Ground CHG-010-09's portfolio_key in the released record for 006SB010000011 and its controlling sources.

Include an auditable row for CHG-010-10 (SBP-010-13).

Ground CHG-010-10's id in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's system in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's object_type in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's record_id in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's operation in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's field in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's before in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's after in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's reason in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's primary_source in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's corroborating_source in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's gong_evidence_id in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's owner in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's deadline in the released record for 8001020012 and its controlling sources.

Ground CHG-010-10's portfolio_key in the released record for 8001020012 and its controlling sources.

Include an auditable row for CHG-010-11 (SBP-010-15).

Ground CHG-010-11's id in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's system in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's object_type in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's record_id in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's operation in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's field in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's before in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's after in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's reason in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's primary_source in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's corroborating_source in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's gong_evidence_id in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's owner in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's deadline in the released record for 006SB010000014 and its controlling sources.

Ground CHG-010-11's portfolio_key in the released record for 006SB010000014 and its controlling sources.

Include an auditable row for CHG-010-12 (SBP-010-16).

Ground CHG-010-12's id in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's system in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's object_type in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's record_id in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's operation in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's field in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's before in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's after in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's reason in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's primary_source in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's corroborating_source in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's gong_evidence_id in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's owner in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's deadline in the released record for 8001020015 and its controlling sources.

Ground CHG-010-12's portfolio_key in the released record for 8001020015 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-010-01 with portfolio key SBP-010-01, record 006SB010000000, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-010-02 with portfolio key SBP-010-02, record 8001020001, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-010-03 with portfolio key SBP-010-03, record 006SB010000002, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-010-04 with portfolio key SBP-010-04, record 8001020003, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-010-05 with portfolio key SBP-010-07, record 006SB010000006, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-010-06 with portfolio key SBP-010-08, record 8001020007, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-010-07 with portfolio key SBP-010-10, record 006SB010000009, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-010-08 with portfolio key SBP-010-11, record 8001020010, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-010-09 with portfolio key SBP-010-12, record 006SB010000011, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-010-10 with portfolio key SBP-010-13, record 8001020012, field transition 'pipeline' to 'commit', both source paths, owner, and deadline.

Explain CHG-010-11 with portfolio key SBP-010-15, record 006SB010000014, field transition 'Pipeline' to 'Commit', both source paths, owner, and deadline.

Explain CHG-010-12 with portfolio key SBP-010-16, record 8001020015, field transition 'pipeline' to 'commit', 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 FY2027-Q1 records

The controlling and corroborating records effective on 2026-09-05 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 forecast-and-next-step repair unfinished for Solstice Learning.