# Spruce board-meeting account preparation

## Executive assessment

Prepare a board-level view of top accounts from fragmented CRM and Gong evidence. Update only operational next steps; the narrative deliverable must distinguish fact, inference, and unresolved conflict.

## 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-079-01 — SBP-079-02

System: salesforce; object: Contact; record: 003SB079000001; field: Buying_Role__c.
Changed Unknown to Economic Buyer. SBP-079-02 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_accounts/002_sbp-079-02_01_accounts.txt and /workspace/documents/03_contacts/018_sbp-079-02_03_contacts.txt; Gong insight GE-079-02.
Owner: Maya Chen; deadline: 2026-09-02.

### CHG-079-02 — SBP-079-03

System: hubspot; object: contacts; record: 8007930002; field: buying_role.
Changed Unknown to Champion. SBP-079-03 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_accounts/003_sbp-079-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-079-03_03_contacts.json; Gong insight GE-079-03.
Owner: Jon Bell; deadline: 2026-09-03.

### CHG-079-03 — SBP-079-04

System: salesforce; object: Contact; record: 003SB079000003; field: Buying_Role__c.
Changed Unknown to Technical Evaluator. SBP-079-04 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_accounts/004_sbp-079-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-079-04_03_contacts.csv; Gong insight GE-079-04.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-079-04 — SBP-079-06

System: hubspot; object: contacts; record: 8007930005; field: buying_role.
Changed Unknown to Procurement. SBP-079-06 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_accounts/006_sbp-079-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-079-06_03_contacts.xml; Gong insight GE-079-06.
Owner: Amina Yusuf; deadline: 2026-09-06.

### CHG-079-05 — SBP-079-07

System: salesforce; object: Contact; record: 003SB079000006; field: Buying_Role__c.
Changed Unknown to Economic Buyer. SBP-079-07 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_accounts/007_sbp-079-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-079-07_03_contacts.html; Gong insight GE-079-07.
Owner: Theo Martin; deadline: 2026-09-01.

### CHG-079-06 — SBP-079-08

System: hubspot; object: contacts; record: 8007930007; field: buying_role.
Changed Unknown to Champion. SBP-079-08 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_accounts/008_sbp-079-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-079-08_03_contacts.md; Gong insight GE-079-08.
Owner: Nora Kim; deadline: 2026-09-02.

### CHG-079-07 — SBP-079-10

System: salesforce; object: Contact; record: 003SB079000009; field: Buying_Role__c.
Changed Unknown to Technical Evaluator. SBP-079-10 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_opportunities/010_sbp-079-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-079-10_04_gong_briefs.txt; Gong insight GE-079-10.
Owner: Maya Chen; deadline: 2026-09-04.

### CHG-079-08 — SBP-079-12

System: hubspot; object: contacts; record: 8007930011; field: buying_role.
Changed Unknown to Procurement. SBP-079-12 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_opportunities/012_sbp-079-12_02_opportunities.csv and /workspace/documents/04_gong_briefs/028_sbp-079-12_04_gong_briefs.csv; Gong insight GE-079-12.
Owner: Priya Raman; deadline: 2026-09-06.

### CHG-079-09 — SBP-079-13

System: salesforce; object: Contact; record: 003SB079000012; field: Buying_Role__c.
Changed Unknown to Economic Buyer. SBP-079-13 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_opportunities/013_sbp-079-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-079-13_04_gong_briefs.eml; Gong insight GE-079-13.
Owner: Luis Ortega; deadline: 2026-09-01.

### CHG-079-10 — SBP-079-14

System: hubspot; object: contacts; record: 8007930013; field: buying_role.
Changed Unknown to Champion. SBP-079-14 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_opportunities/014_sbp-079-14_02_opportunities.xml and /workspace/documents/04_gong_briefs/030_sbp-079-14_04_gong_briefs.xml; Gong insight GE-079-14.
Owner: Amina Yusuf; deadline: 2026-09-02.

### CHG-079-11 — SBP-079-15

System: salesforce; object: Contact; record: 003SB079000014; field: Buying_Role__c.
Changed Unknown to Technical Evaluator. SBP-079-15 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_opportunities/015_sbp-079-15_02_opportunities.html and /workspace/documents/04_gong_briefs/031_sbp-079-15_04_gong_briefs.html; Gong insight GE-079-15.
Owner: Theo Martin; deadline: 2026-09-03.

### CHG-079-12 — SBP-079-16

System: hubspot; object: contacts; record: 8007930015; field: buying_role.
Changed Unknown to Procurement. SBP-079-16 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_opportunities/016_sbp-079-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-079-16_04_gong_briefs.md; Gong insight GE-079-16.
Owner: Nora Kim; deadline: 2026-09-04.

## Holds and unresolved conflicts

Four control portfolio records remained unchanged because the evidence register did not authorize a mutation.

## Control confirmation

No Gong data was changed, no record was deleted, no neighboring row was edited, and no private call content was copied.

## Next operating cadence

The named owners should complete the recorded actions during 2026-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

Spruce board-meeting account preparation

Prompt: Chief Revenue Officer at Spruce Logistics needs your help before the 2026-Q3 operating review. Prepare a board-level view of top accounts from fragmented CRM and Gong evidence. Update only operational next steps; the narrative deliverable must distinguish fact, inference, and unresolved conflict. Work out the defensible account planning, stakeholder mapping, and executive preparation, 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 Contact 003SB079000001 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB079000001 field Buying_Role__c at the supported value 'Economic Buyer'.

Change only the provider fields authorized for CHG-079-01 on 003SB079000001.

Apply the authorized updateSobjectRecord mutation for CHG-079-01 exactly once.

Confirm hubspot contacts 8007930002 field buying_role began as 'Unknown'.

Leave hubspot contacts 8007930002 field buying_role at the supported value 'Champion'.

Change only the provider fields authorized for CHG-079-02 on 8007930002.

Apply the authorized hubspot_update_object mutation for CHG-079-02 exactly once.

Confirm salesforce Contact 003SB079000003 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB079000003 field Buying_Role__c at the supported value 'Technical Evaluator'.

Change only the provider fields authorized for CHG-079-03 on 003SB079000003.

Apply the authorized updateSobjectRecord mutation for CHG-079-03 exactly once.

Confirm hubspot contacts 8007930005 field buying_role began as 'Unknown'.

Leave hubspot contacts 8007930005 field buying_role at the supported value 'Procurement'.

Change only the provider fields authorized for CHG-079-04 on 8007930005.

Apply the authorized hubspot_update_object mutation for CHG-079-04 exactly once.

Confirm salesforce Contact 003SB079000006 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB079000006 field Buying_Role__c at the supported value 'Economic Buyer'.

Change only the provider fields authorized for CHG-079-05 on 003SB079000006.

Apply the authorized updateSobjectRecord mutation for CHG-079-05 exactly once.

Confirm hubspot contacts 8007930007 field buying_role began as 'Unknown'.

Leave hubspot contacts 8007930007 field buying_role at the supported value 'Champion'.

Change only the provider fields authorized for CHG-079-06 on 8007930007.

Apply the authorized hubspot_update_object mutation for CHG-079-06 exactly once.

Confirm salesforce Contact 003SB079000009 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB079000009 field Buying_Role__c at the supported value 'Technical Evaluator'.

Change only the provider fields authorized for CHG-079-07 on 003SB079000009.

Apply the authorized updateSobjectRecord mutation for CHG-079-07 exactly once.

Confirm hubspot contacts 8007930011 field buying_role began as 'Unknown'.

Leave hubspot contacts 8007930011 field buying_role at the supported value 'Procurement'.

Change only the provider fields authorized for CHG-079-08 on 8007930011.

Apply the authorized hubspot_update_object mutation for CHG-079-08 exactly once.

Confirm salesforce Contact 003SB079000012 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB079000012 field Buying_Role__c at the supported value 'Economic Buyer'.

Change only the provider fields authorized for CHG-079-09 on 003SB079000012.

Apply the authorized updateSobjectRecord mutation for CHG-079-09 exactly once.

Confirm hubspot contacts 8007930013 field buying_role began as 'Unknown'.

Leave hubspot contacts 8007930013 field buying_role at the supported value 'Champion'.

Change only the provider fields authorized for CHG-079-10 on 8007930013.

Apply the authorized hubspot_update_object mutation for CHG-079-10 exactly once.

Confirm salesforce Contact 003SB079000014 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB079000014 field Buying_Role__c at the supported value 'Technical Evaluator'.

Change only the provider fields authorized for CHG-079-11 on 003SB079000014.

Apply the authorized updateSobjectRecord mutation for CHG-079-11 exactly once.

Confirm hubspot contacts 8007930015 field buying_role began as 'Unknown'.

Leave hubspot contacts 8007930015 field buying_role at the supported value 'Procurement'.

Change only the provider fields authorized for CHG-079-12 on 8007930015.

Apply the authorized hubspot_update_object mutation for CHG-079-12 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-079-01 (SBP-079-02).

Ground CHG-079-01's id in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's system in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's object_type in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's record_id in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's operation in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's field in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's before in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's after in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's reason in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's primary_source in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's corroborating_source in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's gong_evidence_id in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's owner in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's deadline in the released record for 003SB079000001 and its controlling sources.

Ground CHG-079-01's portfolio_key in the released record for 003SB079000001 and its controlling sources.

Include an auditable row for CHG-079-02 (SBP-079-03).

Ground CHG-079-02's id in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's system in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's object_type in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's record_id in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's operation in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's field in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's before in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's after in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's reason in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's primary_source in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's corroborating_source in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's gong_evidence_id in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's owner in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's deadline in the released record for 8007930002 and its controlling sources.

Ground CHG-079-02's portfolio_key in the released record for 8007930002 and its controlling sources.

Include an auditable row for CHG-079-03 (SBP-079-04).

Ground CHG-079-03's id in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's system in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's object_type in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's record_id in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's operation in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's field in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's before in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's after in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's reason in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's primary_source in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's corroborating_source in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's gong_evidence_id in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's owner in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's deadline in the released record for 003SB079000003 and its controlling sources.

Ground CHG-079-03's portfolio_key in the released record for 003SB079000003 and its controlling sources.

Include an auditable row for CHG-079-04 (SBP-079-06).

Ground CHG-079-04's id in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's system in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's object_type in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's record_id in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's operation in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's field in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's before in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's after in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's reason in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's primary_source in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's corroborating_source in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's gong_evidence_id in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's owner in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's deadline in the released record for 8007930005 and its controlling sources.

Ground CHG-079-04's portfolio_key in the released record for 8007930005 and its controlling sources.

Include an auditable row for CHG-079-05 (SBP-079-07).

Ground CHG-079-05's id in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's system in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's object_type in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's record_id in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's operation in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's field in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's before in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's after in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's reason in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's primary_source in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's corroborating_source in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's gong_evidence_id in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's owner in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's deadline in the released record for 003SB079000006 and its controlling sources.

Ground CHG-079-05's portfolio_key in the released record for 003SB079000006 and its controlling sources.

Include an auditable row for CHG-079-06 (SBP-079-08).

Ground CHG-079-06's id in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's system in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's object_type in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's record_id in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's operation in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's field in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's before in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's after in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's reason in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's primary_source in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's corroborating_source in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's gong_evidence_id in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's owner in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's deadline in the released record for 8007930007 and its controlling sources.

Ground CHG-079-06's portfolio_key in the released record for 8007930007 and its controlling sources.

Include an auditable row for CHG-079-07 (SBP-079-10).

Ground CHG-079-07's id in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's system in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's object_type in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's record_id in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's operation in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's field in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's before in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's after in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's reason in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's primary_source in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's corroborating_source in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's gong_evidence_id in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's owner in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's deadline in the released record for 003SB079000009 and its controlling sources.

Ground CHG-079-07's portfolio_key in the released record for 003SB079000009 and its controlling sources.

Include an auditable row for CHG-079-08 (SBP-079-12).

Ground CHG-079-08's id in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's system in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's object_type in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's record_id in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's operation in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's field in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's before in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's after in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's reason in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's primary_source in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's corroborating_source in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's gong_evidence_id in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's owner in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's deadline in the released record for 8007930011 and its controlling sources.

Ground CHG-079-08's portfolio_key in the released record for 8007930011 and its controlling sources.

Include an auditable row for CHG-079-09 (SBP-079-13).

Ground CHG-079-09's id in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's system in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's object_type in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's record_id in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's operation in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's field in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's before in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's after in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's reason in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's primary_source in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's corroborating_source in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's gong_evidence_id in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's owner in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's deadline in the released record for 003SB079000012 and its controlling sources.

Ground CHG-079-09's portfolio_key in the released record for 003SB079000012 and its controlling sources.

Include an auditable row for CHG-079-10 (SBP-079-14).

Ground CHG-079-10's id in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's system in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's object_type in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's record_id in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's operation in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's field in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's before in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's after in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's reason in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's primary_source in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's corroborating_source in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's gong_evidence_id in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's owner in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's deadline in the released record for 8007930013 and its controlling sources.

Ground CHG-079-10's portfolio_key in the released record for 8007930013 and its controlling sources.

Include an auditable row for CHG-079-11 (SBP-079-15).

Ground CHG-079-11's id in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's system in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's object_type in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's record_id in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's operation in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's field in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's before in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's after in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's reason in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's primary_source in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's corroborating_source in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's gong_evidence_id in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's owner in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's deadline in the released record for 003SB079000014 and its controlling sources.

Ground CHG-079-11's portfolio_key in the released record for 003SB079000014 and its controlling sources.

Include an auditable row for CHG-079-12 (SBP-079-16).

Ground CHG-079-12's id in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's system in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's object_type in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's record_id in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's operation in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's field in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's before in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's after in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's reason in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's primary_source in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's corroborating_source in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's gong_evidence_id in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's owner in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's deadline in the released record for 8007930015 and its controlling sources.

Ground CHG-079-12's portfolio_key in the released record for 8007930015 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-079-01 with portfolio key SBP-079-02, record 003SB079000001, field transition 'Unknown' to 'Economic Buyer', both source paths, owner, and deadline.

Explain CHG-079-02 with portfolio key SBP-079-03, record 8007930002, field transition 'Unknown' to 'Champion', both source paths, owner, and deadline.

Explain CHG-079-03 with portfolio key SBP-079-04, record 003SB079000003, field transition 'Unknown' to 'Technical Evaluator', both source paths, owner, and deadline.

Explain CHG-079-04 with portfolio key SBP-079-06, record 8007930005, field transition 'Unknown' to 'Procurement', both source paths, owner, and deadline.

Explain CHG-079-05 with portfolio key SBP-079-07, record 003SB079000006, field transition 'Unknown' to 'Economic Buyer', both source paths, owner, and deadline.

Explain CHG-079-06 with portfolio key SBP-079-08, record 8007930007, field transition 'Unknown' to 'Champion', both source paths, owner, and deadline.

Explain CHG-079-07 with portfolio key SBP-079-10, record 003SB079000009, field transition 'Unknown' to 'Technical Evaluator', both source paths, owner, and deadline.

Explain CHG-079-08 with portfolio key SBP-079-12, record 8007930011, field transition 'Unknown' to 'Procurement', both source paths, owner, and deadline.

Explain CHG-079-09 with portfolio key SBP-079-13, record 003SB079000012, field transition 'Unknown' to 'Economic Buyer', both source paths, owner, and deadline.

Explain CHG-079-10 with portfolio key SBP-079-14, record 8007930013, field transition 'Unknown' to 'Champion', both source paths, owner, and deadline.

Explain CHG-079-11 with portfolio key SBP-079-15, record 003SB079000014, field transition 'Unknown' to 'Technical Evaluator', both source paths, owner, and deadline.

Explain CHG-079-12 with portfolio key SBP-079-16, record 8007930015, field transition 'Unknown' to 'Procurement', both source paths, owner, and deadline.

Do not claim that Gong changed, expose private transcript text, invent approval, or report a forbidden bulk action.

Repair only the supported 2026-Q3 records

The controlling and corroborating records effective on 2026-08-29 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 stakeholder and account-plan update unfinished for Spruce Logistics.

Spruce board-meeting account preparation


# Topaz regional organization mapping

## Executive assessment

Country contacts report into a central procurement team, but CRM associations are flat. Restore evidence-backed hierarchy links and list unresolved reporting lines without guessing.

## 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-080-01 — SBP-080-01

System: salesforce; object: Contact; record: 003SB080000000; field: Buying_Role__c.
Changed Unknown to Economic Buyer. SBP-080-01 qualifies for stakeholder and account-plan update because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/001_sbp-080-01_01_accounts.md and /workspace/documents/03_contacts/017_sbp-080-01_03_contacts.md; Gong insight GE-080-01.
Owner: Maya Chen; deadline: 2026-09-02.

### CHG-080-02 — SBP-080-03

System: hubspot; object: contacts; record: 8008030002; field: buying_role.
Changed Unknown to Champion. SBP-080-03 qualifies for stakeholder and account-plan update because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/003_sbp-080-03_01_accounts.json and /workspace/documents/03_contacts/019_sbp-080-03_03_contacts.json; Gong insight GE-080-03.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-080-03 — SBP-080-04

System: salesforce; object: Contact; record: 003SB080000003; field: Buying_Role__c.
Changed Unknown to Technical Evaluator. SBP-080-04 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/004_sbp-080-04_01_accounts.csv and /workspace/documents/03_contacts/020_sbp-080-04_03_contacts.csv; Gong insight GE-080-04.
Owner: Luis Ortega; deadline: 2026-09-05.

### CHG-080-04 — SBP-080-05

System: hubspot; object: contacts; record: 8008030004; field: buying_role.
Changed Unknown to Procurement. SBP-080-05 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/005_sbp-080-05_01_accounts.eml and /workspace/documents/03_contacts/021_sbp-080-05_03_contacts.eml; Gong insight GE-080-05.
Owner: Amina Yusuf; deadline: 2026-09-06.

### CHG-080-05 — SBP-080-06

System: salesforce; object: Contact; record: 003SB080000005; field: Buying_Role__c.
Changed Unknown to Economic Buyer. SBP-080-06 qualifies for stakeholder and account-plan update because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/006_sbp-080-06_01_accounts.xml and /workspace/documents/03_contacts/022_sbp-080-06_03_contacts.xml; Gong insight GE-080-06.
Owner: Theo Martin; deadline: 2026-09-07.

### CHG-080-06 — SBP-080-07

System: hubspot; object: contacts; record: 8008030006; field: buying_role.
Changed Unknown to Champion. SBP-080-07 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/007_sbp-080-07_01_accounts.html and /workspace/documents/03_contacts/023_sbp-080-07_03_contacts.html; Gong insight GE-080-07.
Owner: Nora Kim; deadline: 2026-09-02.

### CHG-080-07 — SBP-080-08

System: salesforce; object: Contact; record: 003SB080000007; field: Buying_Role__c.
Changed Unknown to Technical Evaluator. SBP-080-08 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_accounts/008_sbp-080-08_01_accounts.md and /workspace/documents/03_contacts/024_sbp-080-08_03_contacts.md; Gong insight GE-080-08.
Owner: Elena Rossi; deadline: 2026-09-03.

### CHG-080-08 — SBP-080-10

System: hubspot; object: contacts; record: 8008030009; field: buying_role.
Changed Unknown to Procurement. SBP-080-10 qualifies for stakeholder and account-plan update because security review remains seller-owned; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_opportunities/010_sbp-080-10_02_opportunities.txt and /workspace/documents/04_gong_briefs/026_sbp-080-10_04_gong_briefs.txt; Gong insight GE-080-10.
Owner: Jon Bell; deadline: 2026-09-05.

### CHG-080-09 — SBP-080-12

System: salesforce; object: Contact; record: 003SB080000011; field: Buying_Role__c.
Changed Unknown to Economic Buyer. SBP-080-12 qualifies for stakeholder and account-plan update because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_opportunities/012_sbp-080-12_02_opportunities.csv and /workspace/documents/04_gong_briefs/028_sbp-080-12_04_gong_briefs.csv; Gong insight GE-080-12.
Owner: Luis Ortega; deadline: 2026-09-07.

### CHG-080-10 — SBP-080-13

System: hubspot; object: contacts; record: 8008030012; field: buying_role.
Changed Unknown to Champion. SBP-080-13 qualifies for stakeholder and account-plan update because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_opportunities/013_sbp-080-13_02_opportunities.eml and /workspace/documents/04_gong_briefs/029_sbp-080-13_04_gong_briefs.eml; Gong insight GE-080-13.
Owner: Amina Yusuf; deadline: 2026-09-02.

### CHG-080-11 — SBP-080-15

System: salesforce; object: Contact; record: 003SB080000014; field: Buying_Role__c.
Changed Unknown to Technical Evaluator. SBP-080-15 qualifies for stakeholder and account-plan update because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_opportunities/015_sbp-080-15_02_opportunities.html and /workspace/documents/04_gong_briefs/031_sbp-080-15_04_gong_briefs.html; Gong insight GE-080-15.
Owner: Nora Kim; deadline: 2026-09-04.

### CHG-080-12 — SBP-080-16

System: hubspot; object: contacts; record: 8008030015; field: buying_role.
Changed Unknown to Procurement. SBP-080-16 qualifies for stakeholder and account-plan update because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_opportunities/016_sbp-080-16_02_opportunities.md and /workspace/documents/04_gong_briefs/032_sbp-080-16_04_gong_briefs.md; Gong insight GE-080-16.
Owner: Elena Rossi; deadline: 2026-09-05.

## 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

Topaz regional organization mapping

Prompt: Global Account Programs Lead at Topaz Healthcare Cloud needs your help before the 2026-Q4 operating review. Country contacts report into a central procurement team, but CRM associations are flat. Restore evidence-backed hierarchy links and list unresolved reporting lines without guessing. Work out the defensible account planning, stakeholder mapping, and executive preparation, 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 Contact 003SB080000000 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB080000000 field Buying_Role__c at the supported value 'Economic Buyer'.

Change only the provider fields authorized for CHG-080-01 on 003SB080000000.

Apply the authorized updateSobjectRecord mutation for CHG-080-01 exactly once.

Confirm hubspot contacts 8008030002 field buying_role began as 'Unknown'.

Leave hubspot contacts 8008030002 field buying_role at the supported value 'Champion'.

Change only the provider fields authorized for CHG-080-02 on 8008030002.

Apply the authorized hubspot_update_object mutation for CHG-080-02 exactly once.

Confirm salesforce Contact 003SB080000003 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB080000003 field Buying_Role__c at the supported value 'Technical Evaluator'.

Change only the provider fields authorized for CHG-080-03 on 003SB080000003.

Apply the authorized updateSobjectRecord mutation for CHG-080-03 exactly once.

Confirm hubspot contacts 8008030004 field buying_role began as 'Unknown'.

Leave hubspot contacts 8008030004 field buying_role at the supported value 'Procurement'.

Change only the provider fields authorized for CHG-080-04 on 8008030004.

Apply the authorized hubspot_update_object mutation for CHG-080-04 exactly once.

Confirm salesforce Contact 003SB080000005 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB080000005 field Buying_Role__c at the supported value 'Economic Buyer'.

Change only the provider fields authorized for CHG-080-05 on 003SB080000005.

Apply the authorized updateSobjectRecord mutation for CHG-080-05 exactly once.

Confirm hubspot contacts 8008030006 field buying_role began as 'Unknown'.

Leave hubspot contacts 8008030006 field buying_role at the supported value 'Champion'.

Change only the provider fields authorized for CHG-080-06 on 8008030006.

Apply the authorized hubspot_update_object mutation for CHG-080-06 exactly once.

Confirm salesforce Contact 003SB080000007 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB080000007 field Buying_Role__c at the supported value 'Technical Evaluator'.

Change only the provider fields authorized for CHG-080-07 on 003SB080000007.

Apply the authorized updateSobjectRecord mutation for CHG-080-07 exactly once.

Confirm hubspot contacts 8008030009 field buying_role began as 'Unknown'.

Leave hubspot contacts 8008030009 field buying_role at the supported value 'Procurement'.

Change only the provider fields authorized for CHG-080-08 on 8008030009.

Apply the authorized hubspot_update_object mutation for CHG-080-08 exactly once.

Confirm salesforce Contact 003SB080000011 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB080000011 field Buying_Role__c at the supported value 'Economic Buyer'.

Change only the provider fields authorized for CHG-080-09 on 003SB080000011.

Apply the authorized updateSobjectRecord mutation for CHG-080-09 exactly once.

Confirm hubspot contacts 8008030012 field buying_role began as 'Unknown'.

Leave hubspot contacts 8008030012 field buying_role at the supported value 'Champion'.

Change only the provider fields authorized for CHG-080-10 on 8008030012.

Apply the authorized hubspot_update_object mutation for CHG-080-10 exactly once.

Confirm salesforce Contact 003SB080000014 field Buying_Role__c began as 'Unknown'.

Leave salesforce Contact 003SB080000014 field Buying_Role__c at the supported value 'Technical Evaluator'.

Change only the provider fields authorized for CHG-080-11 on 003SB080000014.

Apply the authorized updateSobjectRecord mutation for CHG-080-11 exactly once.

Confirm hubspot contacts 8008030015 field buying_role began as 'Unknown'.

Leave hubspot contacts 8008030015 field buying_role at the supported value 'Procurement'.

Change only the provider fields authorized for CHG-080-12 on 8008030015.

Apply the authorized hubspot_update_object mutation for CHG-080-12 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-080-01 (SBP-080-01).

Ground CHG-080-01's id in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's system in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's object_type in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's record_id in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's operation in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's field in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's before in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's after in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's reason in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's primary_source in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's corroborating_source in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's gong_evidence_id in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's owner in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's deadline in the released record for 003SB080000000 and its controlling sources.

Ground CHG-080-01's portfolio_key in the released record for 003SB080000000 and its controlling sources.

Include an auditable row for CHG-080-02 (SBP-080-03).

Ground CHG-080-02's id in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's system in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's object_type in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's record_id in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's operation in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's field in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's before in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's after in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's reason in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's primary_source in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's corroborating_source in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's gong_evidence_id in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's owner in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's deadline in the released record for 8008030002 and its controlling sources.

Ground CHG-080-02's portfolio_key in the released record for 8008030002 and its controlling sources.

Include an auditable row for CHG-080-03 (SBP-080-04).

Ground CHG-080-03's id in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's system in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's object_type in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's record_id in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's operation in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's field in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's before in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's after in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's reason in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's primary_source in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's corroborating_source in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's gong_evidence_id in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's owner in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's deadline in the released record for 003SB080000003 and its controlling sources.

Ground CHG-080-03's portfolio_key in the released record for 003SB080000003 and its controlling sources.

Include an auditable row for CHG-080-04 (SBP-080-05).

Ground CHG-080-04's id in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's system in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's object_type in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's record_id in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's operation in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's field in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's before in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's after in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's reason in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's primary_source in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's corroborating_source in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's gong_evidence_id in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's owner in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's deadline in the released record for 8008030004 and its controlling sources.

Ground CHG-080-04's portfolio_key in the released record for 8008030004 and its controlling sources.

Include an auditable row for CHG-080-05 (SBP-080-06).

Ground CHG-080-05's id in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's system in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's object_type in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's record_id in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's operation in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's field in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's before in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's after in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's reason in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's primary_source in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's corroborating_source in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's gong_evidence_id in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's owner in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's deadline in the released record for 003SB080000005 and its controlling sources.

Ground CHG-080-05's portfolio_key in the released record for 003SB080000005 and its controlling sources.

Include an auditable row for CHG-080-06 (SBP-080-07).

Ground CHG-080-06's id in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's system in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's object_type in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's record_id in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's operation in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's field in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's before in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's after in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's reason in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's primary_source in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's corroborating_source in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's gong_evidence_id in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's owner in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's deadline in the released record for 8008030006 and its controlling sources.

Ground CHG-080-06's portfolio_key in the released record for 8008030006 and its controlling sources.

Include an auditable row for CHG-080-07 (SBP-080-08).

Ground CHG-080-07's id in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's system in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's object_type in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's record_id in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's operation in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's field in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's before in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's after in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's reason in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's primary_source in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's corroborating_source in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's gong_evidence_id in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's owner in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's deadline in the released record for 003SB080000007 and its controlling sources.

Ground CHG-080-07's portfolio_key in the released record for 003SB080000007 and its controlling sources.

Include an auditable row for CHG-080-08 (SBP-080-10).

Ground CHG-080-08's id in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's system in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's object_type in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's record_id in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's operation in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's field in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's before in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's after in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's reason in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's primary_source in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's corroborating_source in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's gong_evidence_id in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's owner in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's deadline in the released record for 8008030009 and its controlling sources.

Ground CHG-080-08's portfolio_key in the released record for 8008030009 and its controlling sources.

Include an auditable row for CHG-080-09 (SBP-080-12).

Ground CHG-080-09's id in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's system in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's object_type in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's record_id in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's operation in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's field in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's before in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's after in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's reason in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's primary_source in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's corroborating_source in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's gong_evidence_id in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's owner in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's deadline in the released record for 003SB080000011 and its controlling sources.

Ground CHG-080-09's portfolio_key in the released record for 003SB080000011 and its controlling sources.

Include an auditable row for CHG-080-10 (SBP-080-13).

Ground CHG-080-10's id in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's system in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's object_type in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's record_id in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's operation in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's field in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's before in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's after in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's reason in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's primary_source in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's corroborating_source in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's gong_evidence_id in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's owner in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's deadline in the released record for 8008030012 and its controlling sources.

Ground CHG-080-10's portfolio_key in the released record for 8008030012 and its controlling sources.

Include an auditable row for CHG-080-11 (SBP-080-15).

Ground CHG-080-11's id in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's system in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's object_type in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's record_id in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's operation in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's field in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's before in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's after in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's reason in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's primary_source in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's corroborating_source in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's gong_evidence_id in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's owner in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's deadline in the released record for 003SB080000014 and its controlling sources.

Ground CHG-080-11's portfolio_key in the released record for 003SB080000014 and its controlling sources.

Include an auditable row for CHG-080-12 (SBP-080-16).

Ground CHG-080-12's id in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's system in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's object_type in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's record_id in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's operation in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's field in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's before in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's after in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's reason in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's primary_source in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's corroborating_source in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's gong_evidence_id in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's owner in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's deadline in the released record for 8008030015 and its controlling sources.

Ground CHG-080-12's portfolio_key in the released record for 8008030015 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-080-01 with portfolio key SBP-080-01, record 003SB080000000, field transition 'Unknown' to 'Economic Buyer', both source paths, owner, and deadline.

Explain CHG-080-02 with portfolio key SBP-080-03, record 8008030002, field transition 'Unknown' to 'Champion', both source paths, owner, and deadline.

Explain CHG-080-03 with portfolio key SBP-080-04, record 003SB080000003, field transition 'Unknown' to 'Technical Evaluator', both source paths, owner, and deadline.

Explain CHG-080-04 with portfolio key SBP-080-05, record 8008030004, field transition 'Unknown' to 'Procurement', both source paths, owner, and deadline.

Explain CHG-080-05 with portfolio key SBP-080-06, record 003SB080000005, field transition 'Unknown' to 'Economic Buyer', both source paths, owner, and deadline.

Explain CHG-080-06 with portfolio key SBP-080-07, record 8008030006, field transition 'Unknown' to 'Champion', both source paths, owner, and deadline.

Explain CHG-080-07 with portfolio key SBP-080-08, record 003SB080000007, field transition 'Unknown' to 'Technical Evaluator', both source paths, owner, and deadline.

Explain CHG-080-08 with portfolio key SBP-080-10, record 8008030009, field transition 'Unknown' to 'Procurement', both source paths, owner, and deadline.

Explain CHG-080-09 with portfolio key SBP-080-12, record 003SB080000011, field transition 'Unknown' to 'Economic Buyer', both source paths, owner, and deadline.

Explain CHG-080-10 with portfolio key SBP-080-13, record 8008030012, field transition 'Unknown' to 'Champion', both source paths, owner, and deadline.

Explain CHG-080-11 with portfolio key SBP-080-15, record 003SB080000014, field transition 'Unknown' to 'Technical Evaluator', both source paths, owner, and deadline.

Explain CHG-080-12 with portfolio key SBP-080-16, record 8008030015, field transition 'Unknown' to 'Procurement', both source paths, owner, and deadline.

Do not claim that Gong changed, expose private transcript text, invent approval, or report a forbidden bulk action.

Repair only the supported 2026-Q4 records

The controlling and corroborating records effective on 2026-08-30 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 stakeholder and account-plan update unfinished for Topaz Healthcare Cloud.