# Willow hierarchy reconstruction

## Executive assessment

HubSpot companies flatten regional subsidiaries while Salesforce uses a parent hierarchy. Reconcile associations and external IDs without moving open opportunities between legal buyers.

## 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-033-01 — SBP-033-01

System: salesforce; object: Account; record: 001SB033000000; field: HubSpot_Company_ID__c.
Changed  to 8003310000. SBP-033-01 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/001_sbp-033-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-033-01_03_contacts.md; Gong insight GE-033-01.
Owner: Jon Bell; deadline: 2026-09-12.

### CHG-033-02 — SBP-033-02

System: hubspot; object: companies; record: 8003310001; field: salesforce_account_id.
Changed  to 001SB033000001. SBP-033-02 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/002_sbp-033-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-033-02_03_contacts.txt; Gong insight GE-033-02.
Owner: Priya Raman; deadline: 2026-09-13.

### CHG-033-03 — SBP-033-03

System: salesforce; object: Account; record: 001SB033000002; field: HubSpot_Company_ID__c.
Changed  to 8003310002. SBP-033-03 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/003_sbp-033-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-033-03_03_contacts.json; Gong insight GE-033-03.
Owner: Luis Ortega; deadline: 2026-09-14.

### CHG-033-04 — SBP-033-04

System: hubspot; object: companies; record: 8003310003; field: salesforce_account_id.
Changed  to 001SB033000003. SBP-033-04 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/004_sbp-033-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-033-04_03_contacts.csv; Gong insight GE-033-04.
Owner: Amina Yusuf; deadline: 2026-09-15.

### CHG-033-05 — SBP-033-05

System: salesforce; object: Account; record: 001SB033000004; field: HubSpot_Company_ID__c.
Changed  to 8003310004. SBP-033-05 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/005_sbp-033-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-033-05_03_contacts.eml; Gong insight GE-033-05.
Owner: Theo Martin; deadline: 2026-09-16.

### CHG-033-06 — SBP-033-06

System: hubspot; object: companies; record: 8003310005; field: salesforce_account_id.
Changed  to 001SB033000005. SBP-033-06 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/006_sbp-033-06_01_salesforce_accounts.xml and /workspace/documents/03_contacts/022_sbp-033-06_03_contacts.xml; Gong insight GE-033-06.
Owner: Nora Kim; deadline: 2026-09-17.

### CHG-033-07 — SBP-033-07

System: salesforce; object: Account; record: 001SB033000006; field: HubSpot_Company_ID__c.
Changed  to 8003310006. SBP-033-07 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/007_sbp-033-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-033-07_03_contacts.html; Gong insight GE-033-07.
Owner: Elena Rossi; deadline: 2026-09-12.

### CHG-033-08 — SBP-033-08

System: hubspot; object: companies; record: 8003310007; field: salesforce_account_id.
Changed  to 001SB033000007. SBP-033-08 qualifies for cross-CRM identity repair because security review remains seller-owned; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/008_sbp-033-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-033-08_03_contacts.md; Gong insight GE-033-08.
Owner: Maya Chen; deadline: 2026-09-13.

### CHG-033-09 — SBP-033-09

System: salesforce; object: Account; record: 001SB033000008; field: HubSpot_Company_ID__c.
Changed  to 8003310008. SBP-033-09 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/009_sbp-033-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-033-09_04_domains.md; Gong insight GE-033-09.
Owner: Jon Bell; deadline: 2026-09-14.

### CHG-033-10 — SBP-033-12

System: hubspot; object: companies; record: 8003310011; field: salesforce_account_id.
Changed  to 001SB033000011. SBP-033-12 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/012_sbp-033-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-033-12_04_domains.csv; Gong insight GE-033-12.
Owner: Amina Yusuf; deadline: 2026-09-17.

### CHG-033-11 — SBP-033-13

System: salesforce; object: Account; record: 001SB033000012; field: HubSpot_Company_ID__c.
Changed  to 8003310012. SBP-033-13 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/013_sbp-033-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-033-13_04_domains.eml; Gong insight GE-033-13.
Owner: Theo Martin; deadline: 2026-09-12.

### CHG-033-12 — SBP-033-14

System: hubspot; object: companies; record: 8003310013; field: salesforce_account_id.
Changed  to 001SB033000013. SBP-033-14 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/014_sbp-033-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-033-14_04_domains.xml; Gong insight GE-033-14.
Owner: Nora Kim; deadline: 2026-09-13.

## 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

Willow hierarchy reconstruction

Prompt: Enterprise Systems Manager at Willow Construction Tech needs your help before the 2026-Q4 operating review. HubSpot companies flatten regional subsidiaries while Salesforce uses a parent hierarchy. Reconcile associations and external IDs without moving open opportunities between legal buyers. Work out the defensible duplicate detection, migration, and source-of-truth repair, 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 Account 001SB033000000 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB033000000 field HubSpot_Company_ID__c at the supported value '8003310000'.

Change only the provider fields authorized for CHG-033-01 on 001SB033000000.

Apply the authorized updateSobjectRecord mutation for CHG-033-01 exactly once.

Confirm hubspot companies 8003310001 field salesforce_account_id began as ''.

Leave hubspot companies 8003310001 field salesforce_account_id at the supported value '001SB033000001'.

Change only the provider fields authorized for CHG-033-02 on 8003310001.

Apply the authorized hubspot_update_object mutation for CHG-033-02 exactly once.

Confirm salesforce Account 001SB033000002 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB033000002 field HubSpot_Company_ID__c at the supported value '8003310002'.

Change only the provider fields authorized for CHG-033-03 on 001SB033000002.

Apply the authorized updateSobjectRecord mutation for CHG-033-03 exactly once.

Confirm hubspot companies 8003310003 field salesforce_account_id began as ''.

Leave hubspot companies 8003310003 field salesforce_account_id at the supported value '001SB033000003'.

Change only the provider fields authorized for CHG-033-04 on 8003310003.

Apply the authorized hubspot_update_object mutation for CHG-033-04 exactly once.

Confirm salesforce Account 001SB033000004 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB033000004 field HubSpot_Company_ID__c at the supported value '8003310004'.

Change only the provider fields authorized for CHG-033-05 on 001SB033000004.

Apply the authorized updateSobjectRecord mutation for CHG-033-05 exactly once.

Confirm hubspot companies 8003310005 field salesforce_account_id began as ''.

Leave hubspot companies 8003310005 field salesforce_account_id at the supported value '001SB033000005'.

Change only the provider fields authorized for CHG-033-06 on 8003310005.

Apply the authorized hubspot_update_object mutation for CHG-033-06 exactly once.

Confirm salesforce Account 001SB033000006 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB033000006 field HubSpot_Company_ID__c at the supported value '8003310006'.

Change only the provider fields authorized for CHG-033-07 on 001SB033000006.

Apply the authorized updateSobjectRecord mutation for CHG-033-07 exactly once.

Confirm hubspot companies 8003310007 field salesforce_account_id began as ''.

Leave hubspot companies 8003310007 field salesforce_account_id at the supported value '001SB033000007'.

Change only the provider fields authorized for CHG-033-08 on 8003310007.

Apply the authorized hubspot_update_object mutation for CHG-033-08 exactly once.

Confirm salesforce Account 001SB033000008 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB033000008 field HubSpot_Company_ID__c at the supported value '8003310008'.

Change only the provider fields authorized for CHG-033-09 on 001SB033000008.

Apply the authorized updateSobjectRecord mutation for CHG-033-09 exactly once.

Confirm hubspot companies 8003310011 field salesforce_account_id began as ''.

Leave hubspot companies 8003310011 field salesforce_account_id at the supported value '001SB033000011'.

Change only the provider fields authorized for CHG-033-10 on 8003310011.

Apply the authorized hubspot_update_object mutation for CHG-033-10 exactly once.

Confirm salesforce Account 001SB033000012 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB033000012 field HubSpot_Company_ID__c at the supported value '8003310012'.

Change only the provider fields authorized for CHG-033-11 on 001SB033000012.

Apply the authorized updateSobjectRecord mutation for CHG-033-11 exactly once.

Confirm hubspot companies 8003310013 field salesforce_account_id began as ''.

Leave hubspot companies 8003310013 field salesforce_account_id at the supported value '001SB033000013'.

Change only the provider fields authorized for CHG-033-12 on 8003310013.

Apply the authorized hubspot_update_object mutation for CHG-033-12 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-033-01 (SBP-033-01).

Ground CHG-033-01's id in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's system in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's object_type in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's record_id in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's operation in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's field in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's before in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's after in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's reason in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's primary_source in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's corroborating_source in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's gong_evidence_id in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's owner in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's deadline in the released record for 001SB033000000 and its controlling sources.

Ground CHG-033-01's portfolio_key in the released record for 001SB033000000 and its controlling sources.

Include an auditable row for CHG-033-02 (SBP-033-02).

Ground CHG-033-02's id in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's system in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's object_type in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's record_id in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's operation in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's field in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's before in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's after in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's reason in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's primary_source in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's corroborating_source in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's gong_evidence_id in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's owner in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's deadline in the released record for 8003310001 and its controlling sources.

Ground CHG-033-02's portfolio_key in the released record for 8003310001 and its controlling sources.

Include an auditable row for CHG-033-03 (SBP-033-03).

Ground CHG-033-03's id in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's system in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's object_type in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's record_id in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's operation in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's field in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's before in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's after in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's reason in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's primary_source in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's corroborating_source in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's gong_evidence_id in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's owner in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's deadline in the released record for 001SB033000002 and its controlling sources.

Ground CHG-033-03's portfolio_key in the released record for 001SB033000002 and its controlling sources.

Include an auditable row for CHG-033-04 (SBP-033-04).

Ground CHG-033-04's id in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's system in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's object_type in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's record_id in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's operation in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's field in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's before in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's after in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's reason in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's primary_source in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's corroborating_source in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's gong_evidence_id in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's owner in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's deadline in the released record for 8003310003 and its controlling sources.

Ground CHG-033-04's portfolio_key in the released record for 8003310003 and its controlling sources.

Include an auditable row for CHG-033-05 (SBP-033-05).

Ground CHG-033-05's id in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's system in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's object_type in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's record_id in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's operation in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's field in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's before in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's after in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's reason in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's primary_source in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's corroborating_source in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's gong_evidence_id in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's owner in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's deadline in the released record for 001SB033000004 and its controlling sources.

Ground CHG-033-05's portfolio_key in the released record for 001SB033000004 and its controlling sources.

Include an auditable row for CHG-033-06 (SBP-033-06).

Ground CHG-033-06's id in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's system in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's object_type in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's record_id in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's operation in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's field in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's before in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's after in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's reason in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's primary_source in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's corroborating_source in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's gong_evidence_id in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's owner in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's deadline in the released record for 8003310005 and its controlling sources.

Ground CHG-033-06's portfolio_key in the released record for 8003310005 and its controlling sources.

Include an auditable row for CHG-033-07 (SBP-033-07).

Ground CHG-033-07's id in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's system in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's object_type in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's record_id in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's operation in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's field in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's before in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's after in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's reason in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's primary_source in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's corroborating_source in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's gong_evidence_id in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's owner in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's deadline in the released record for 001SB033000006 and its controlling sources.

Ground CHG-033-07's portfolio_key in the released record for 001SB033000006 and its controlling sources.

Include an auditable row for CHG-033-08 (SBP-033-08).

Ground CHG-033-08's id in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's system in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's object_type in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's record_id in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's operation in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's field in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's before in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's after in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's reason in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's primary_source in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's corroborating_source in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's gong_evidence_id in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's owner in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's deadline in the released record for 8003310007 and its controlling sources.

Ground CHG-033-08's portfolio_key in the released record for 8003310007 and its controlling sources.

Include an auditable row for CHG-033-09 (SBP-033-09).

Ground CHG-033-09's id in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's system in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's object_type in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's record_id in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's operation in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's field in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's before in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's after in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's reason in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's primary_source in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's corroborating_source in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's gong_evidence_id in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's owner in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's deadline in the released record for 001SB033000008 and its controlling sources.

Ground CHG-033-09's portfolio_key in the released record for 001SB033000008 and its controlling sources.

Include an auditable row for CHG-033-10 (SBP-033-12).

Ground CHG-033-10's id in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's system in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's object_type in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's record_id in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's operation in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's field in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's before in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's after in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's reason in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's primary_source in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's corroborating_source in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's gong_evidence_id in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's owner in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's deadline in the released record for 8003310011 and its controlling sources.

Ground CHG-033-10's portfolio_key in the released record for 8003310011 and its controlling sources.

Include an auditable row for CHG-033-11 (SBP-033-13).

Ground CHG-033-11's id in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's system in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's object_type in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's record_id in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's operation in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's field in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's before in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's after in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's reason in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's primary_source in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's corroborating_source in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's gong_evidence_id in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's owner in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's deadline in the released record for 001SB033000012 and its controlling sources.

Ground CHG-033-11's portfolio_key in the released record for 001SB033000012 and its controlling sources.

Include an auditable row for CHG-033-12 (SBP-033-14).

Ground CHG-033-12's id in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's system in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's object_type in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's record_id in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's operation in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's field in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's before in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's after in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's reason in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's primary_source in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's corroborating_source in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's gong_evidence_id in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's owner in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's deadline in the released record for 8003310013 and its controlling sources.

Ground CHG-033-12's portfolio_key in the released record for 8003310013 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-033-01 with portfolio key SBP-033-01, record 001SB033000000, field transition '' to '8003310000', both source paths, owner, and deadline.

Explain CHG-033-02 with portfolio key SBP-033-02, record 8003310001, field transition '' to '001SB033000001', both source paths, owner, and deadline.

Explain CHG-033-03 with portfolio key SBP-033-03, record 001SB033000002, field transition '' to '8003310002', both source paths, owner, and deadline.

Explain CHG-033-04 with portfolio key SBP-033-04, record 8003310003, field transition '' to '001SB033000003', both source paths, owner, and deadline.

Explain CHG-033-05 with portfolio key SBP-033-05, record 001SB033000004, field transition '' to '8003310004', both source paths, owner, and deadline.

Explain CHG-033-06 with portfolio key SBP-033-06, record 8003310005, field transition '' to '001SB033000005', both source paths, owner, and deadline.

Explain CHG-033-07 with portfolio key SBP-033-07, record 001SB033000006, field transition '' to '8003310006', both source paths, owner, and deadline.

Explain CHG-033-08 with portfolio key SBP-033-08, record 8003310007, field transition '' to '001SB033000007', both source paths, owner, and deadline.

Explain CHG-033-09 with portfolio key SBP-033-09, record 001SB033000008, field transition '' to '8003310008', both source paths, owner, and deadline.

Explain CHG-033-10 with portfolio key SBP-033-12, record 8003310011, field transition '' to '001SB033000011', both source paths, owner, and deadline.

Explain CHG-033-11 with portfolio key SBP-033-13, record 001SB033000012, field transition '' to '8003310012', both source paths, owner, and deadline.

Explain CHG-033-12 with portfolio key SBP-033-14, record 8003310013, field transition '' to '001SB033000013', both source paths, owner, and deadline.

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

Repair only the supported 2026-Q4 records

The controlling and corroborating records effective on 2026-09-09 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

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 cross-CRM identity repair unfinished for Willow Construction Tech.


# Xenon owner crosswalk correction

## Executive assessment

Departed reps and renamed teams caused owner sync failures. Apply the approved crosswalk to active records, leave historical activity ownership intact, and report unmapped owners.

## 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-034-01 — SBP-034-02

System: salesforce; object: Account; record: 001SB034000001; field: HubSpot_Company_ID__c.
Changed  to 8003410001. SBP-034-02 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/002_sbp-034-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-034-02_03_contacts.txt; Gong insight GE-034-02.
Owner: Luis Ortega; deadline: 2026-09-14.

### CHG-034-02 — SBP-034-03

System: hubspot; object: companies; record: 8003410002; field: salesforce_account_id.
Changed  to 001SB034000002. SBP-034-03 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/003_sbp-034-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-034-03_03_contacts.json; Gong insight GE-034-03.
Owner: Amina Yusuf; deadline: 2026-09-15.

### CHG-034-03 — SBP-034-04

System: salesforce; object: Account; record: 001SB034000003; field: HubSpot_Company_ID__c.
Changed  to 8003410003. SBP-034-04 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/004_sbp-034-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-034-04_03_contacts.csv; Gong insight GE-034-04.
Owner: Theo Martin; deadline: 2026-09-16.

### CHG-034-04 — SBP-034-06

System: hubspot; object: companies; record: 8003410005; field: salesforce_account_id.
Changed  to 001SB034000005. SBP-034-06 qualifies for cross-CRM identity repair because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/006_sbp-034-06_01_salesforce_accounts.xml and /workspace/documents/03_contacts/022_sbp-034-06_03_contacts.xml; Gong insight GE-034-06.
Owner: Elena Rossi; deadline: 2026-09-18.

### CHG-034-05 — SBP-034-07

System: salesforce; object: Account; record: 001SB034000006; field: HubSpot_Company_ID__c.
Changed  to 8003410006. SBP-034-07 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/007_sbp-034-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-034-07_03_contacts.html; Gong insight GE-034-07.
Owner: Maya Chen; deadline: 2026-09-13.

### CHG-034-06 — SBP-034-09

System: hubspot; object: companies; record: 8003410008; field: salesforce_account_id.
Changed  to 001SB034000008. SBP-034-09 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/009_sbp-034-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-034-09_04_domains.md; Gong insight GE-034-09.
Owner: Priya Raman; deadline: 2026-09-15.

### CHG-034-07 — SBP-034-10

System: salesforce; object: Account; record: 001SB034000009; field: HubSpot_Company_ID__c.
Changed  to 8003410009. SBP-034-10 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/010_sbp-034-10_02_hubspot_companies.txt and /workspace/documents/04_domains/026_sbp-034-10_04_domains.txt; Gong insight GE-034-10.
Owner: Luis Ortega; deadline: 2026-09-16.

### CHG-034-08 — SBP-034-11

System: hubspot; object: companies; record: 8003410010; field: salesforce_account_id.
Changed  to 001SB034000010. SBP-034-11 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/011_sbp-034-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-034-11_04_domains.json; Gong insight GE-034-11.
Owner: Amina Yusuf; deadline: 2026-09-17.

### CHG-034-09 — SBP-034-12

System: salesforce; object: Account; record: 001SB034000011; field: HubSpot_Company_ID__c.
Changed  to 8003410011. SBP-034-12 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/012_sbp-034-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-034-12_04_domains.csv; Gong insight GE-034-12.
Owner: Theo Martin; deadline: 2026-09-18.

### CHG-034-10 — SBP-034-13

System: hubspot; object: companies; record: 8003410012; field: salesforce_account_id.
Changed  to 001SB034000012. SBP-034-13 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/013_sbp-034-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-034-13_04_domains.eml; Gong insight GE-034-13.
Owner: Nora Kim; deadline: 2026-09-13.

### CHG-034-11 — SBP-034-15

System: salesforce; object: Account; record: 001SB034000014; field: HubSpot_Company_ID__c.
Changed  to 8003410014. SBP-034-15 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/015_sbp-034-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-034-15_04_domains.html; Gong insight GE-034-15.
Owner: Maya Chen; deadline: 2026-09-15.

### CHG-034-12 — SBP-034-16

System: hubspot; object: companies; record: 8003410015; field: salesforce_account_id.
Changed  to 001SB034000015. SBP-034-16 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/016_sbp-034-16_02_hubspot_companies.md and /workspace/documents/04_domains/032_sbp-034-16_04_domains.md; Gong insight GE-034-16.
Owner: Jon Bell; deadline: 2026-09-16.

## 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

Xenon owner crosswalk correction

Prompt: Sales Systems Lead at Xenon Materials needs your help before the 2026-Q3 operating review. Departed reps and renamed teams caused owner sync failures. Apply the approved crosswalk to active records, leave historical activity ownership intact, and report unmapped owners. Work out the defensible duplicate detection, migration, and source-of-truth repair, 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 Account 001SB034000001 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB034000001 field HubSpot_Company_ID__c at the supported value '8003410001'.

Change only the provider fields authorized for CHG-034-01 on 001SB034000001.

Apply the authorized updateSobjectRecord mutation for CHG-034-01 exactly once.

Confirm hubspot companies 8003410002 field salesforce_account_id began as ''.

Leave hubspot companies 8003410002 field salesforce_account_id at the supported value '001SB034000002'.

Change only the provider fields authorized for CHG-034-02 on 8003410002.

Apply the authorized hubspot_update_object mutation for CHG-034-02 exactly once.

Confirm salesforce Account 001SB034000003 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB034000003 field HubSpot_Company_ID__c at the supported value '8003410003'.

Change only the provider fields authorized for CHG-034-03 on 001SB034000003.

Apply the authorized updateSobjectRecord mutation for CHG-034-03 exactly once.

Confirm hubspot companies 8003410005 field salesforce_account_id began as ''.

Leave hubspot companies 8003410005 field salesforce_account_id at the supported value '001SB034000005'.

Change only the provider fields authorized for CHG-034-04 on 8003410005.

Apply the authorized hubspot_update_object mutation for CHG-034-04 exactly once.

Confirm salesforce Account 001SB034000006 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB034000006 field HubSpot_Company_ID__c at the supported value '8003410006'.

Change only the provider fields authorized for CHG-034-05 on 001SB034000006.

Apply the authorized updateSobjectRecord mutation for CHG-034-05 exactly once.

Confirm hubspot companies 8003410008 field salesforce_account_id began as ''.

Leave hubspot companies 8003410008 field salesforce_account_id at the supported value '001SB034000008'.

Change only the provider fields authorized for CHG-034-06 on 8003410008.

Apply the authorized hubspot_update_object mutation for CHG-034-06 exactly once.

Confirm salesforce Account 001SB034000009 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB034000009 field HubSpot_Company_ID__c at the supported value '8003410009'.

Change only the provider fields authorized for CHG-034-07 on 001SB034000009.

Apply the authorized updateSobjectRecord mutation for CHG-034-07 exactly once.

Confirm hubspot companies 8003410010 field salesforce_account_id began as ''.

Leave hubspot companies 8003410010 field salesforce_account_id at the supported value '001SB034000010'.

Change only the provider fields authorized for CHG-034-08 on 8003410010.

Apply the authorized hubspot_update_object mutation for CHG-034-08 exactly once.

Confirm salesforce Account 001SB034000011 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB034000011 field HubSpot_Company_ID__c at the supported value '8003410011'.

Change only the provider fields authorized for CHG-034-09 on 001SB034000011.

Apply the authorized updateSobjectRecord mutation for CHG-034-09 exactly once.

Confirm hubspot companies 8003410012 field salesforce_account_id began as ''.

Leave hubspot companies 8003410012 field salesforce_account_id at the supported value '001SB034000012'.

Change only the provider fields authorized for CHG-034-10 on 8003410012.

Apply the authorized hubspot_update_object mutation for CHG-034-10 exactly once.

Confirm salesforce Account 001SB034000014 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB034000014 field HubSpot_Company_ID__c at the supported value '8003410014'.

Change only the provider fields authorized for CHG-034-11 on 001SB034000014.

Apply the authorized updateSobjectRecord mutation for CHG-034-11 exactly once.

Confirm hubspot companies 8003410015 field salesforce_account_id began as ''.

Leave hubspot companies 8003410015 field salesforce_account_id at the supported value '001SB034000015'.

Change only the provider fields authorized for CHG-034-12 on 8003410015.

Apply the authorized hubspot_update_object mutation for CHG-034-12 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-034-01 (SBP-034-02).

Ground CHG-034-01's id in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's system in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's object_type in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's record_id in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's operation in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's field in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's before in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's after in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's reason in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's primary_source in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's corroborating_source in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's gong_evidence_id in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's owner in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's deadline in the released record for 001SB034000001 and its controlling sources.

Ground CHG-034-01's portfolio_key in the released record for 001SB034000001 and its controlling sources.

Include an auditable row for CHG-034-02 (SBP-034-03).

Ground CHG-034-02's id in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's system in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's object_type in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's record_id in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's operation in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's field in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's before in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's after in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's reason in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's primary_source in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's corroborating_source in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's gong_evidence_id in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's owner in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's deadline in the released record for 8003410002 and its controlling sources.

Ground CHG-034-02's portfolio_key in the released record for 8003410002 and its controlling sources.

Include an auditable row for CHG-034-03 (SBP-034-04).

Ground CHG-034-03's id in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's system in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's object_type in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's record_id in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's operation in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's field in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's before in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's after in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's reason in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's primary_source in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's corroborating_source in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's gong_evidence_id in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's owner in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's deadline in the released record for 001SB034000003 and its controlling sources.

Ground CHG-034-03's portfolio_key in the released record for 001SB034000003 and its controlling sources.

Include an auditable row for CHG-034-04 (SBP-034-06).

Ground CHG-034-04's id in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's system in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's object_type in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's record_id in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's operation in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's field in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's before in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's after in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's reason in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's primary_source in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's corroborating_source in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's gong_evidence_id in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's owner in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's deadline in the released record for 8003410005 and its controlling sources.

Ground CHG-034-04's portfolio_key in the released record for 8003410005 and its controlling sources.

Include an auditable row for CHG-034-05 (SBP-034-07).

Ground CHG-034-05's id in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's system in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's object_type in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's record_id in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's operation in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's field in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's before in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's after in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's reason in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's primary_source in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's corroborating_source in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's gong_evidence_id in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's owner in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's deadline in the released record for 001SB034000006 and its controlling sources.

Ground CHG-034-05's portfolio_key in the released record for 001SB034000006 and its controlling sources.

Include an auditable row for CHG-034-06 (SBP-034-09).

Ground CHG-034-06's id in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's system in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's object_type in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's record_id in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's operation in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's field in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's before in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's after in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's reason in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's primary_source in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's corroborating_source in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's gong_evidence_id in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's owner in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's deadline in the released record for 8003410008 and its controlling sources.

Ground CHG-034-06's portfolio_key in the released record for 8003410008 and its controlling sources.

Include an auditable row for CHG-034-07 (SBP-034-10).

Ground CHG-034-07's id in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's system in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's object_type in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's record_id in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's operation in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's field in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's before in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's after in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's reason in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's primary_source in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's corroborating_source in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's gong_evidence_id in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's owner in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's deadline in the released record for 001SB034000009 and its controlling sources.

Ground CHG-034-07's portfolio_key in the released record for 001SB034000009 and its controlling sources.

Include an auditable row for CHG-034-08 (SBP-034-11).

Ground CHG-034-08's id in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's system in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's object_type in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's record_id in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's operation in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's field in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's before in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's after in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's reason in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's primary_source in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's corroborating_source in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's gong_evidence_id in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's owner in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's deadline in the released record for 8003410010 and its controlling sources.

Ground CHG-034-08's portfolio_key in the released record for 8003410010 and its controlling sources.

Include an auditable row for CHG-034-09 (SBP-034-12).

Ground CHG-034-09's id in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's system in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's object_type in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's record_id in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's operation in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's field in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's before in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's after in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's reason in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's primary_source in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's corroborating_source in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's gong_evidence_id in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's owner in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's deadline in the released record for 001SB034000011 and its controlling sources.

Ground CHG-034-09's portfolio_key in the released record for 001SB034000011 and its controlling sources.

Include an auditable row for CHG-034-10 (SBP-034-13).

Ground CHG-034-10's id in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's system in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's object_type in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's record_id in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's operation in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's field in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's before in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's after in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's reason in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's primary_source in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's corroborating_source in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's gong_evidence_id in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's owner in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's deadline in the released record for 8003410012 and its controlling sources.

Ground CHG-034-10's portfolio_key in the released record for 8003410012 and its controlling sources.

Include an auditable row for CHG-034-11 (SBP-034-15).

Ground CHG-034-11's id in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's system in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's object_type in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's record_id in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's operation in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's field in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's before in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's after in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's reason in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's primary_source in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's corroborating_source in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's gong_evidence_id in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's owner in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's deadline in the released record for 001SB034000014 and its controlling sources.

Ground CHG-034-11's portfolio_key in the released record for 001SB034000014 and its controlling sources.

Include an auditable row for CHG-034-12 (SBP-034-16).

Ground CHG-034-12's id in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's system in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's object_type in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's record_id in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's operation in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's field in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's before in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's after in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's reason in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's primary_source in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's corroborating_source in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's gong_evidence_id in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's owner in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's deadline in the released record for 8003410015 and its controlling sources.

Ground CHG-034-12's portfolio_key in the released record for 8003410015 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-034-01 with portfolio key SBP-034-02, record 001SB034000001, field transition '' to '8003410001', both source paths, owner, and deadline.

Explain CHG-034-02 with portfolio key SBP-034-03, record 8003410002, field transition '' to '001SB034000002', both source paths, owner, and deadline.

Explain CHG-034-03 with portfolio key SBP-034-04, record 001SB034000003, field transition '' to '8003410003', both source paths, owner, and deadline.

Explain CHG-034-04 with portfolio key SBP-034-06, record 8003410005, field transition '' to '001SB034000005', both source paths, owner, and deadline.

Explain CHG-034-05 with portfolio key SBP-034-07, record 001SB034000006, field transition '' to '8003410006', both source paths, owner, and deadline.

Explain CHG-034-06 with portfolio key SBP-034-09, record 8003410008, field transition '' to '001SB034000008', both source paths, owner, and deadline.

Explain CHG-034-07 with portfolio key SBP-034-10, record 001SB034000009, field transition '' to '8003410009', both source paths, owner, and deadline.

Explain CHG-034-08 with portfolio key SBP-034-11, record 8003410010, field transition '' to '001SB034000010', both source paths, owner, and deadline.

Explain CHG-034-09 with portfolio key SBP-034-12, record 001SB034000011, field transition '' to '8003410011', both source paths, owner, and deadline.

Explain CHG-034-10 with portfolio key SBP-034-13, record 8003410012, field transition '' to '001SB034000012', both source paths, owner, and deadline.

Explain CHG-034-11 with portfolio key SBP-034-15, record 001SB034000014, field transition '' to '8003410014', both source paths, owner, and deadline.

Explain CHG-034-12 with portfolio key SBP-034-16, record 8003410015, field transition '' to '001SB034000015', both source paths, owner, and deadline.

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

Repair only the supported 2026-Q3 records

The controlling and corroborating records effective on 2026-09-10 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 cross-CRM identity repair unfinished for Xenon Materials.