# Cascade custom-object relationship repair

## Executive assessment

Implementation-site custom objects lost company associations during migration. Restore relationships from external keys and deployment documents without modifying regulated device records.

## 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-039-01 — SBP-039-01

System: salesforce; object: Account; record: 001SB039000000; field: HubSpot_Company_ID__c.
Changed  to 8003910000. SBP-039-01 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/001_sbp-039-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-039-01_03_contacts.md; Gong insight GE-039-01.
Owner: Elena Rossi; deadline: 2026-08-30.

### CHG-039-02 — SBP-039-02

System: hubspot; object: companies; record: 8003910001; field: salesforce_account_id.
Changed  to 001SB039000001. SBP-039-02 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/002_sbp-039-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-039-02_03_contacts.txt; Gong insight GE-039-02.
Owner: Maya Chen; deadline: 2026-08-31.

### CHG-039-03 — SBP-039-04

System: salesforce; object: Account; record: 001SB039000003; field: HubSpot_Company_ID__c.
Changed  to 8003910003. SBP-039-04 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/004_sbp-039-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-039-04_03_contacts.csv; Gong insight GE-039-04.
Owner: Priya Raman; deadline: 2026-09-02.

### CHG-039-04 — SBP-039-05

System: hubspot; object: companies; record: 8003910004; field: salesforce_account_id.
Changed  to 001SB039000004. SBP-039-05 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/005_sbp-039-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-039-05_03_contacts.eml; Gong insight GE-039-05.
Owner: Luis Ortega; deadline: 2026-09-03.

### CHG-039-05 — SBP-039-06

System: salesforce; object: Account; record: 001SB039000005; field: HubSpot_Company_ID__c.
Changed  to 8003910005. SBP-039-06 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/006_sbp-039-06_01_salesforce_accounts.xml and /workspace/documents/03_contacts/022_sbp-039-06_03_contacts.xml; Gong insight GE-039-06.
Owner: Amina Yusuf; deadline: 2026-09-04.

### CHG-039-06 — SBP-039-08

System: hubspot; object: companies; record: 8003910007; field: salesforce_account_id.
Changed  to 001SB039000007. SBP-039-08 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_salesforce_accounts/008_sbp-039-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-039-08_03_contacts.md; Gong insight GE-039-08.
Owner: Nora Kim; deadline: 2026-08-31.

### CHG-039-07 — SBP-039-09

System: salesforce; object: Account; record: 001SB039000008; field: HubSpot_Company_ID__c.
Changed  to 8003910008. SBP-039-09 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/009_sbp-039-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-039-09_04_domains.md; Gong insight GE-039-09.
Owner: Elena Rossi; deadline: 2026-09-01.

### CHG-039-08 — SBP-039-11

System: hubspot; object: companies; record: 8003910010; field: salesforce_account_id.
Changed  to 001SB039000010. SBP-039-11 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/011_sbp-039-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-039-11_04_domains.json; Gong insight GE-039-11.
Owner: Jon Bell; deadline: 2026-09-03.

### CHG-039-09 — SBP-039-12

System: salesforce; object: Account; record: 001SB039000011; field: HubSpot_Company_ID__c.
Changed  to 8003910011. SBP-039-12 qualifies for cross-CRM identity repair because security review remains seller-owned; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/012_sbp-039-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-039-12_04_domains.csv; Gong insight GE-039-12.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-039-10 — SBP-039-13

System: hubspot; object: companies; record: 8003910012; field: salesforce_account_id.
Changed  to 001SB039000012. SBP-039-13 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/013_sbp-039-13_02_hubspot_companies.eml and /workspace/documents/04_domains/029_sbp-039-13_04_domains.eml; Gong insight GE-039-13.
Owner: Luis Ortega; deadline: 2026-08-30.

### CHG-039-11 — SBP-039-14

System: salesforce; object: Account; record: 001SB039000013; field: HubSpot_Company_ID__c.
Changed  to 8003910013. SBP-039-14 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/014_sbp-039-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-039-14_04_domains.xml; Gong insight GE-039-14.
Owner: Amina Yusuf; deadline: 2026-08-31.

### CHG-039-12 — SBP-039-15

System: hubspot; object: companies; record: 8003910014; field: salesforce_account_id.
Changed  to 001SB039000014. SBP-039-15 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_companies/015_sbp-039-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-039-15_04_domains.html; Gong insight GE-039-15.
Owner: Theo Martin; deadline: 2026-09-01.

## 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

Cascade custom-object relationship repair

Prompt: CRM Architecture Lead at Cascade MedTech needs your help before the 2026-Q4 operating review. Implementation-site custom objects lost company associations during migration. Restore relationships from external keys and deployment documents without modifying regulated device records. 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 001SB039000000 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB039000000 field HubSpot_Company_ID__c at the supported value '8003910000'.

Change only the provider fields authorized for CHG-039-01 on 001SB039000000.

Apply the authorized updateSobjectRecord mutation for CHG-039-01 exactly once.

Confirm hubspot companies 8003910001 field salesforce_account_id began as ''.

Leave hubspot companies 8003910001 field salesforce_account_id at the supported value '001SB039000001'.

Change only the provider fields authorized for CHG-039-02 on 8003910001.

Apply the authorized hubspot_update_object mutation for CHG-039-02 exactly once.

Confirm salesforce Account 001SB039000003 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB039000003 field HubSpot_Company_ID__c at the supported value '8003910003'.

Change only the provider fields authorized for CHG-039-03 on 001SB039000003.

Apply the authorized updateSobjectRecord mutation for CHG-039-03 exactly once.

Confirm hubspot companies 8003910004 field salesforce_account_id began as ''.

Leave hubspot companies 8003910004 field salesforce_account_id at the supported value '001SB039000004'.

Change only the provider fields authorized for CHG-039-04 on 8003910004.

Apply the authorized hubspot_update_object mutation for CHG-039-04 exactly once.

Confirm salesforce Account 001SB039000005 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB039000005 field HubSpot_Company_ID__c at the supported value '8003910005'.

Change only the provider fields authorized for CHG-039-05 on 001SB039000005.

Apply the authorized updateSobjectRecord mutation for CHG-039-05 exactly once.

Confirm hubspot companies 8003910007 field salesforce_account_id began as ''.

Leave hubspot companies 8003910007 field salesforce_account_id at the supported value '001SB039000007'.

Change only the provider fields authorized for CHG-039-06 on 8003910007.

Apply the authorized hubspot_update_object mutation for CHG-039-06 exactly once.

Confirm salesforce Account 001SB039000008 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB039000008 field HubSpot_Company_ID__c at the supported value '8003910008'.

Change only the provider fields authorized for CHG-039-07 on 001SB039000008.

Apply the authorized updateSobjectRecord mutation for CHG-039-07 exactly once.

Confirm hubspot companies 8003910010 field salesforce_account_id began as ''.

Leave hubspot companies 8003910010 field salesforce_account_id at the supported value '001SB039000010'.

Change only the provider fields authorized for CHG-039-08 on 8003910010.

Apply the authorized hubspot_update_object mutation for CHG-039-08 exactly once.

Confirm salesforce Account 001SB039000011 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB039000011 field HubSpot_Company_ID__c at the supported value '8003910011'.

Change only the provider fields authorized for CHG-039-09 on 001SB039000011.

Apply the authorized updateSobjectRecord mutation for CHG-039-09 exactly once.

Confirm hubspot companies 8003910012 field salesforce_account_id began as ''.

Leave hubspot companies 8003910012 field salesforce_account_id at the supported value '001SB039000012'.

Change only the provider fields authorized for CHG-039-10 on 8003910012.

Apply the authorized hubspot_update_object mutation for CHG-039-10 exactly once.

Confirm salesforce Account 001SB039000013 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB039000013 field HubSpot_Company_ID__c at the supported value '8003910013'.

Change only the provider fields authorized for CHG-039-11 on 001SB039000013.

Apply the authorized updateSobjectRecord mutation for CHG-039-11 exactly once.

Confirm hubspot companies 8003910014 field salesforce_account_id began as ''.

Leave hubspot companies 8003910014 field salesforce_account_id at the supported value '001SB039000014'.

Change only the provider fields authorized for CHG-039-12 on 8003910014.

Apply the authorized hubspot_update_object mutation for CHG-039-12 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-039-01 (SBP-039-01).

Ground CHG-039-01's id in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's system in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's object_type in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's record_id in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's operation in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's field in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's before in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's after in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's reason in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's primary_source in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's corroborating_source in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's gong_evidence_id in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's owner in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's deadline in the released record for 001SB039000000 and its controlling sources.

Ground CHG-039-01's portfolio_key in the released record for 001SB039000000 and its controlling sources.

Include an auditable row for CHG-039-02 (SBP-039-02).

Ground CHG-039-02's id in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's system in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's object_type in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's record_id in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's operation in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's field in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's before in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's after in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's reason in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's primary_source in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's corroborating_source in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's gong_evidence_id in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's owner in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's deadline in the released record for 8003910001 and its controlling sources.

Ground CHG-039-02's portfolio_key in the released record for 8003910001 and its controlling sources.

Include an auditable row for CHG-039-03 (SBP-039-04).

Ground CHG-039-03's id in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's system in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's object_type in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's record_id in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's operation in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's field in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's before in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's after in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's reason in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's primary_source in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's corroborating_source in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's gong_evidence_id in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's owner in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's deadline in the released record for 001SB039000003 and its controlling sources.

Ground CHG-039-03's portfolio_key in the released record for 001SB039000003 and its controlling sources.

Include an auditable row for CHG-039-04 (SBP-039-05).

Ground CHG-039-04's id in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's system in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's object_type in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's record_id in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's operation in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's field in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's before in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's after in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's reason in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's primary_source in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's corroborating_source in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's gong_evidence_id in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's owner in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's deadline in the released record for 8003910004 and its controlling sources.

Ground CHG-039-04's portfolio_key in the released record for 8003910004 and its controlling sources.

Include an auditable row for CHG-039-05 (SBP-039-06).

Ground CHG-039-05's id in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's system in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's object_type in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's record_id in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's operation in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's field in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's before in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's after in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's reason in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's primary_source in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's corroborating_source in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's gong_evidence_id in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's owner in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's deadline in the released record for 001SB039000005 and its controlling sources.

Ground CHG-039-05's portfolio_key in the released record for 001SB039000005 and its controlling sources.

Include an auditable row for CHG-039-06 (SBP-039-08).

Ground CHG-039-06's id in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's system in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's object_type in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's record_id in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's operation in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's field in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's before in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's after in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's reason in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's primary_source in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's corroborating_source in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's gong_evidence_id in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's owner in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's deadline in the released record for 8003910007 and its controlling sources.

Ground CHG-039-06's portfolio_key in the released record for 8003910007 and its controlling sources.

Include an auditable row for CHG-039-07 (SBP-039-09).

Ground CHG-039-07's id in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's system in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's object_type in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's record_id in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's operation in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's field in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's before in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's after in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's reason in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's primary_source in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's corroborating_source in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's gong_evidence_id in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's owner in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's deadline in the released record for 001SB039000008 and its controlling sources.

Ground CHG-039-07's portfolio_key in the released record for 001SB039000008 and its controlling sources.

Include an auditable row for CHG-039-08 (SBP-039-11).

Ground CHG-039-08's id in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's system in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's object_type in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's record_id in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's operation in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's field in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's before in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's after in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's reason in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's primary_source in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's corroborating_source in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's gong_evidence_id in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's owner in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's deadline in the released record for 8003910010 and its controlling sources.

Ground CHG-039-08's portfolio_key in the released record for 8003910010 and its controlling sources.

Include an auditable row for CHG-039-09 (SBP-039-12).

Ground CHG-039-09's id in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's system in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's object_type in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's record_id in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's operation in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's field in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's before in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's after in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's reason in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's primary_source in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's corroborating_source in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's gong_evidence_id in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's owner in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's deadline in the released record for 001SB039000011 and its controlling sources.

Ground CHG-039-09's portfolio_key in the released record for 001SB039000011 and its controlling sources.

Include an auditable row for CHG-039-10 (SBP-039-13).

Ground CHG-039-10's id in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's system in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's object_type in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's record_id in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's operation in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's field in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's before in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's after in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's reason in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's primary_source in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's corroborating_source in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's gong_evidence_id in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's owner in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's deadline in the released record for 8003910012 and its controlling sources.

Ground CHG-039-10's portfolio_key in the released record for 8003910012 and its controlling sources.

Include an auditable row for CHG-039-11 (SBP-039-14).

Ground CHG-039-11's id in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's system in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's object_type in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's record_id in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's operation in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's field in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's before in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's after in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's reason in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's primary_source in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's corroborating_source in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's gong_evidence_id in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's owner in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's deadline in the released record for 001SB039000013 and its controlling sources.

Ground CHG-039-11's portfolio_key in the released record for 001SB039000013 and its controlling sources.

Include an auditable row for CHG-039-12 (SBP-039-15).

Ground CHG-039-12's id in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's system in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's object_type in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's record_id in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's operation in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's field in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's before in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's after in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's reason in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's primary_source in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's corroborating_source in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's gong_evidence_id in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's owner in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's deadline in the released record for 8003910014 and its controlling sources.

Ground CHG-039-12's portfolio_key in the released record for 8003910014 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-039-01 with portfolio key SBP-039-01, record 001SB039000000, field transition '' to '8003910000', both source paths, owner, and deadline.

Explain CHG-039-02 with portfolio key SBP-039-02, record 8003910001, field transition '' to '001SB039000001', both source paths, owner, and deadline.

Explain CHG-039-03 with portfolio key SBP-039-04, record 001SB039000003, field transition '' to '8003910003', both source paths, owner, and deadline.

Explain CHG-039-04 with portfolio key SBP-039-05, record 8003910004, field transition '' to '001SB039000004', both source paths, owner, and deadline.

Explain CHG-039-05 with portfolio key SBP-039-06, record 001SB039000005, field transition '' to '8003910005', both source paths, owner, and deadline.

Explain CHG-039-06 with portfolio key SBP-039-08, record 8003910007, field transition '' to '001SB039000007', both source paths, owner, and deadline.

Explain CHG-039-07 with portfolio key SBP-039-09, record 001SB039000008, field transition '' to '8003910008', both source paths, owner, and deadline.

Explain CHG-039-08 with portfolio key SBP-039-11, record 8003910010, field transition '' to '001SB039000010', both source paths, owner, and deadline.

Explain CHG-039-09 with portfolio key SBP-039-12, record 001SB039000011, field transition '' to '8003910011', both source paths, owner, and deadline.

Explain CHG-039-10 with portfolio key SBP-039-13, record 8003910012, field transition '' to '001SB039000012', both source paths, owner, and deadline.

Explain CHG-039-11 with portfolio key SBP-039-14, record 001SB039000013, field transition '' to '8003910013', both source paths, owner, and deadline.

Explain CHG-039-12 with portfolio key SBP-039-15, record 8003910014, field transition '' to '001SB039000014', both source paths, owner, and deadline.

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

The controlling and corroborating records effective on 2026-08-27 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 Cascade MedTech.

Cascade custom-object relationship repair


# Delta sandbox-to-production identity audit

## Executive assessment

Test identifiers leaked into production mappings for a subset of deals and contacts. Repair production associations from approved manifests and leave all rows lacking a signed cutover record untouched.

## 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-040-01 — SBP-040-01

System: salesforce; object: Account; record: 001SB040000000; field: HubSpot_Company_ID__c.
Changed  to 8004010000. SBP-040-01 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/001_sbp-040-01_01_salesforce_accounts.md and /workspace/documents/03_contacts/017_sbp-040-01_03_contacts.md; Gong insight GE-040-01.
Owner: Maya Chen; deadline: 2026-08-31.

### CHG-040-02 — SBP-040-02

System: hubspot; object: companies; record: 8004010001; field: salesforce_account_id.
Changed  to 001SB040000001. SBP-040-02 qualifies for cross-CRM identity repair because security review remains seller-owned; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/002_sbp-040-02_01_salesforce_accounts.txt and /workspace/documents/03_contacts/018_sbp-040-02_03_contacts.txt; Gong insight GE-040-02.
Owner: Jon Bell; deadline: 2026-09-01.

### CHG-040-03 — SBP-040-03

System: salesforce; object: Account; record: 001SB040000002; field: HubSpot_Company_ID__c.
Changed  to 8004010002. SBP-040-03 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/003_sbp-040-03_01_salesforce_accounts.json and /workspace/documents/03_contacts/019_sbp-040-03_03_contacts.json; Gong insight GE-040-03.
Owner: Priya Raman; deadline: 2026-09-02.

### CHG-040-04 — SBP-040-04

System: hubspot; object: companies; record: 8004010003; field: salesforce_account_id.
Changed  to 001SB040000003. SBP-040-04 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/004_sbp-040-04_01_salesforce_accounts.csv and /workspace/documents/03_contacts/020_sbp-040-04_03_contacts.csv; Gong insight GE-040-04.
Owner: Luis Ortega; deadline: 2026-09-03.

### CHG-040-05 — SBP-040-05

System: salesforce; object: Account; record: 001SB040000004; field: HubSpot_Company_ID__c.
Changed  to 8004010004. SBP-040-05 qualifies for cross-CRM identity repair because buyer explicitly paused the evaluation; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/005_sbp-040-05_01_salesforce_accounts.eml and /workspace/documents/03_contacts/021_sbp-040-05_03_contacts.eml; Gong insight GE-040-05.
Owner: Amina Yusuf; deadline: 2026-09-04.

### CHG-040-06 — SBP-040-07

System: hubspot; object: companies; record: 8004010006; field: salesforce_account_id.
Changed  to 001SB040000006. SBP-040-07 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/007_sbp-040-07_01_salesforce_accounts.html and /workspace/documents/03_contacts/023_sbp-040-07_03_contacts.html; Gong insight GE-040-07.
Owner: Nora Kim; deadline: 2026-08-31.

### CHG-040-07 — SBP-040-08

System: salesforce; object: Account; record: 001SB040000007; field: HubSpot_Company_ID__c.
Changed  to 8004010007. SBP-040-08 qualifies for cross-CRM identity repair because renewal notice was acknowledged by procurement; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_salesforce_accounts/008_sbp-040-08_01_salesforce_accounts.md and /workspace/documents/03_contacts/024_sbp-040-08_03_contacts.md; Gong insight GE-040-08.
Owner: Elena Rossi; deadline: 2026-09-01.

### CHG-040-08 — SBP-040-09

System: hubspot; object: companies; record: 8004010008; field: salesforce_account_id.
Changed  to 001SB040000008. SBP-040-09 qualifies for cross-CRM identity repair because economic buyer confirmed procurement timing; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/009_sbp-040-09_02_hubspot_companies.md and /workspace/documents/04_domains/025_sbp-040-09_04_domains.md; Gong insight GE-040-09.
Owner: Maya Chen; deadline: 2026-09-02.

### CHG-040-09 — SBP-040-11

System: salesforce; object: Account; record: 001SB040000010; field: HubSpot_Company_ID__c.
Changed  to 8004010010. SBP-040-11 qualifies for cross-CRM identity repair because champion requested a revised mutual action plan; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/011_sbp-040-11_02_hubspot_companies.json and /workspace/documents/04_domains/027_sbp-040-11_04_domains.json; Gong insight GE-040-11.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-040-10 — SBP-040-12

System: hubspot; object: companies; record: 8004010011; field: salesforce_account_id.
Changed  to 001SB040000011. SBP-040-12 qualifies for cross-CRM identity repair because finance validation is complete but legal review is open; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/012_sbp-040-12_02_hubspot_companies.csv and /workspace/documents/04_domains/028_sbp-040-12_04_domains.csv; Gong insight GE-040-12.
Owner: Luis Ortega; deadline: 2026-09-05.

### CHG-040-11 — SBP-040-14

System: salesforce; object: Account; record: 001SB040000013; field: HubSpot_Company_ID__c.
Changed  to 8004010013. SBP-040-14 qualifies for cross-CRM identity repair because implementation capacity moved to the following quarter; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/014_sbp-040-14_02_hubspot_companies.xml and /workspace/documents/04_domains/030_sbp-040-14_04_domains.xml; Gong insight GE-040-14.
Owner: Theo Martin; deadline: 2026-09-01.

### CHG-040-12 — SBP-040-15

System: hubspot; object: companies; record: 8004010014; field: salesforce_account_id.
Changed  to 001SB040000014. SBP-040-15 qualifies for cross-CRM identity repair because competitive evaluation narrowed to two vendors; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_companies/015_sbp-040-15_02_hubspot_companies.html and /workspace/documents/04_domains/031_sbp-040-15_04_domains.html; Gong insight GE-040-15.
Owner: Nora Kim; deadline: 2026-09-02.

## 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

Delta sandbox-to-production identity audit

Prompt: Release Manager at Delta Workforce needs your help before the 2026-Q3 operating review. Test identifiers leaked into production mappings for a subset of deals and contacts. Repair production associations from approved manifests and leave all rows lacking a signed cutover record untouched. 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 001SB040000000 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB040000000 field HubSpot_Company_ID__c at the supported value '8004010000'.

Change only the provider fields authorized for CHG-040-01 on 001SB040000000.

Apply the authorized updateSobjectRecord mutation for CHG-040-01 exactly once.

Confirm hubspot companies 8004010001 field salesforce_account_id began as ''.

Leave hubspot companies 8004010001 field salesforce_account_id at the supported value '001SB040000001'.

Change only the provider fields authorized for CHG-040-02 on 8004010001.

Apply the authorized hubspot_update_object mutation for CHG-040-02 exactly once.

Confirm salesforce Account 001SB040000002 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB040000002 field HubSpot_Company_ID__c at the supported value '8004010002'.

Change only the provider fields authorized for CHG-040-03 on 001SB040000002.

Apply the authorized updateSobjectRecord mutation for CHG-040-03 exactly once.

Confirm hubspot companies 8004010003 field salesforce_account_id began as ''.

Leave hubspot companies 8004010003 field salesforce_account_id at the supported value '001SB040000003'.

Change only the provider fields authorized for CHG-040-04 on 8004010003.

Apply the authorized hubspot_update_object mutation for CHG-040-04 exactly once.

Confirm salesforce Account 001SB040000004 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB040000004 field HubSpot_Company_ID__c at the supported value '8004010004'.

Change only the provider fields authorized for CHG-040-05 on 001SB040000004.

Apply the authorized updateSobjectRecord mutation for CHG-040-05 exactly once.

Confirm hubspot companies 8004010006 field salesforce_account_id began as ''.

Leave hubspot companies 8004010006 field salesforce_account_id at the supported value '001SB040000006'.

Change only the provider fields authorized for CHG-040-06 on 8004010006.

Apply the authorized hubspot_update_object mutation for CHG-040-06 exactly once.

Confirm salesforce Account 001SB040000007 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB040000007 field HubSpot_Company_ID__c at the supported value '8004010007'.

Change only the provider fields authorized for CHG-040-07 on 001SB040000007.

Apply the authorized updateSobjectRecord mutation for CHG-040-07 exactly once.

Confirm hubspot companies 8004010008 field salesforce_account_id began as ''.

Leave hubspot companies 8004010008 field salesforce_account_id at the supported value '001SB040000008'.

Change only the provider fields authorized for CHG-040-08 on 8004010008.

Apply the authorized hubspot_update_object mutation for CHG-040-08 exactly once.

Confirm salesforce Account 001SB040000010 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB040000010 field HubSpot_Company_ID__c at the supported value '8004010010'.

Change only the provider fields authorized for CHG-040-09 on 001SB040000010.

Apply the authorized updateSobjectRecord mutation for CHG-040-09 exactly once.

Confirm hubspot companies 8004010011 field salesforce_account_id began as ''.

Leave hubspot companies 8004010011 field salesforce_account_id at the supported value '001SB040000011'.

Change only the provider fields authorized for CHG-040-10 on 8004010011.

Apply the authorized hubspot_update_object mutation for CHG-040-10 exactly once.

Confirm salesforce Account 001SB040000013 field HubSpot_Company_ID__c began as ''.

Leave salesforce Account 001SB040000013 field HubSpot_Company_ID__c at the supported value '8004010013'.

Change only the provider fields authorized for CHG-040-11 on 001SB040000013.

Apply the authorized updateSobjectRecord mutation for CHG-040-11 exactly once.

Confirm hubspot companies 8004010014 field salesforce_account_id began as ''.

Leave hubspot companies 8004010014 field salesforce_account_id at the supported value '001SB040000014'.

Change only the provider fields authorized for CHG-040-12 on 8004010014.

Apply the authorized hubspot_update_object mutation for CHG-040-12 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-040-01 (SBP-040-01).

Ground CHG-040-01's id in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's system in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's object_type in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's record_id in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's operation in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's field in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's before in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's after in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's reason in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's primary_source in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's corroborating_source in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's gong_evidence_id in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's owner in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's deadline in the released record for 001SB040000000 and its controlling sources.

Ground CHG-040-01's portfolio_key in the released record for 001SB040000000 and its controlling sources.

Include an auditable row for CHG-040-02 (SBP-040-02).

Ground CHG-040-02's id in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's system in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's object_type in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's record_id in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's operation in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's field in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's before in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's after in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's reason in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's primary_source in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's corroborating_source in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's gong_evidence_id in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's owner in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's deadline in the released record for 8004010001 and its controlling sources.

Ground CHG-040-02's portfolio_key in the released record for 8004010001 and its controlling sources.

Include an auditable row for CHG-040-03 (SBP-040-03).

Ground CHG-040-03's id in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's system in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's object_type in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's record_id in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's operation in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's field in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's before in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's after in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's reason in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's primary_source in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's corroborating_source in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's gong_evidence_id in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's owner in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's deadline in the released record for 001SB040000002 and its controlling sources.

Ground CHG-040-03's portfolio_key in the released record for 001SB040000002 and its controlling sources.

Include an auditable row for CHG-040-04 (SBP-040-04).

Ground CHG-040-04's id in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's system in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's object_type in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's record_id in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's operation in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's field in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's before in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's after in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's reason in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's primary_source in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's corroborating_source in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's gong_evidence_id in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's owner in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's deadline in the released record for 8004010003 and its controlling sources.

Ground CHG-040-04's portfolio_key in the released record for 8004010003 and its controlling sources.

Include an auditable row for CHG-040-05 (SBP-040-05).

Ground CHG-040-05's id in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's system in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's object_type in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's record_id in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's operation in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's field in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's before in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's after in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's reason in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's primary_source in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's corroborating_source in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's gong_evidence_id in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's owner in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's deadline in the released record for 001SB040000004 and its controlling sources.

Ground CHG-040-05's portfolio_key in the released record for 001SB040000004 and its controlling sources.

Include an auditable row for CHG-040-06 (SBP-040-07).

Ground CHG-040-06's id in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's system in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's object_type in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's record_id in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's operation in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's field in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's before in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's after in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's reason in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's primary_source in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's corroborating_source in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's gong_evidence_id in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's owner in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's deadline in the released record for 8004010006 and its controlling sources.

Ground CHG-040-06's portfolio_key in the released record for 8004010006 and its controlling sources.

Include an auditable row for CHG-040-07 (SBP-040-08).

Ground CHG-040-07's id in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's system in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's object_type in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's record_id in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's operation in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's field in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's before in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's after in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's reason in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's primary_source in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's corroborating_source in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's gong_evidence_id in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's owner in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's deadline in the released record for 001SB040000007 and its controlling sources.

Ground CHG-040-07's portfolio_key in the released record for 001SB040000007 and its controlling sources.

Include an auditable row for CHG-040-08 (SBP-040-09).

Ground CHG-040-08's id in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's system in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's object_type in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's record_id in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's operation in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's field in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's before in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's after in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's reason in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's primary_source in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's corroborating_source in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's gong_evidence_id in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's owner in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's deadline in the released record for 8004010008 and its controlling sources.

Ground CHG-040-08's portfolio_key in the released record for 8004010008 and its controlling sources.

Include an auditable row for CHG-040-09 (SBP-040-11).

Ground CHG-040-09's id in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's system in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's object_type in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's record_id in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's operation in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's field in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's before in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's after in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's reason in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's primary_source in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's corroborating_source in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's gong_evidence_id in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's owner in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's deadline in the released record for 001SB040000010 and its controlling sources.

Ground CHG-040-09's portfolio_key in the released record for 001SB040000010 and its controlling sources.

Include an auditable row for CHG-040-10 (SBP-040-12).

Ground CHG-040-10's id in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's system in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's object_type in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's record_id in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's operation in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's field in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's before in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's after in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's reason in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's primary_source in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's corroborating_source in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's gong_evidence_id in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's owner in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's deadline in the released record for 8004010011 and its controlling sources.

Ground CHG-040-10's portfolio_key in the released record for 8004010011 and its controlling sources.

Include an auditable row for CHG-040-11 (SBP-040-14).

Ground CHG-040-11's id in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's system in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's object_type in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's record_id in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's operation in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's field in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's before in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's after in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's reason in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's primary_source in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's corroborating_source in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's gong_evidence_id in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's owner in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's deadline in the released record for 001SB040000013 and its controlling sources.

Ground CHG-040-11's portfolio_key in the released record for 001SB040000013 and its controlling sources.

Include an auditable row for CHG-040-12 (SBP-040-15).

Ground CHG-040-12's id in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's system in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's object_type in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's record_id in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's operation in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's field in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's before in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's after in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's reason in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's primary_source in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's corroborating_source in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's gong_evidence_id in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's owner in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's deadline in the released record for 8004010014 and its controlling sources.

Ground CHG-040-12's portfolio_key in the released record for 8004010014 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-040-01 with portfolio key SBP-040-01, record 001SB040000000, field transition '' to '8004010000', both source paths, owner, and deadline.

Explain CHG-040-02 with portfolio key SBP-040-02, record 8004010001, field transition '' to '001SB040000001', both source paths, owner, and deadline.

Explain CHG-040-03 with portfolio key SBP-040-03, record 001SB040000002, field transition '' to '8004010002', both source paths, owner, and deadline.

Explain CHG-040-04 with portfolio key SBP-040-04, record 8004010003, field transition '' to '001SB040000003', both source paths, owner, and deadline.

Explain CHG-040-05 with portfolio key SBP-040-05, record 001SB040000004, field transition '' to '8004010004', both source paths, owner, and deadline.

Explain CHG-040-06 with portfolio key SBP-040-07, record 8004010006, field transition '' to '001SB040000006', both source paths, owner, and deadline.

Explain CHG-040-07 with portfolio key SBP-040-08, record 001SB040000007, field transition '' to '8004010007', both source paths, owner, and deadline.

Explain CHG-040-08 with portfolio key SBP-040-09, record 8004010008, field transition '' to '001SB040000008', both source paths, owner, and deadline.

Explain CHG-040-09 with portfolio key SBP-040-11, record 001SB040000010, field transition '' to '8004010010', both source paths, owner, and deadline.

Explain CHG-040-10 with portfolio key SBP-040-12, record 8004010011, field transition '' to '001SB040000011', both source paths, owner, and deadline.

Explain CHG-040-11 with portfolio key SBP-040-14, record 001SB040000013, field transition '' to '8004010013', both source paths, owner, and deadline.

Explain CHG-040-12 with portfolio key SBP-040-15, record 8004010014, field transition '' to '001SB040000014', 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 2026-08-28 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 Delta Workforce.

Delta sandbox-to-production identity audit