# Ginkgo product-led sales handoff

## Executive assessment

Usage-qualified accounts generated multiple contacts and free-email signups. Group identities, identify the buying organization, and create sales handoffs only above the documented product threshold.

## 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-043-01 — SBP-043-01

System: salesforce; object: Lead; record: 00QSB043000000; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-043-01 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/001_sbp-043-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-043-01_03_salesforce_leads.md; Gong insight GE-043-01.
Owner: Luis Ortega; deadline: 2026-09-03.

### CHG-043-02 — SBP-043-02

System: hubspot; object: contacts; record: 8004330001; field: hubspot_owner_id.
Changed unassigned to 005SB000000005. SBP-043-02 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/002_sbp-043-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-043-02_03_salesforce_leads.txt; Gong insight GE-043-02.
Owner: Amina Yusuf; deadline: 2026-09-04.

### CHG-043-03 — SBP-043-03

System: salesforce; object: Lead; record: 00QSB043000002; field: OwnerId.
Changed 00GQUEUE to 005SB000000006. SBP-043-03 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/003_sbp-043-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-043-03_03_salesforce_leads.json; Gong insight GE-043-03.
Owner: Theo Martin; deadline: 2026-09-05.

### CHG-043-04 — SBP-043-04

System: hubspot; object: contacts; record: 8004330003; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-043-04 qualifies for qualified-lead routing because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/004_sbp-043-04_01_inbound_leads.csv and /workspace/documents/03_salesforce_leads/020_sbp-043-04_03_salesforce_leads.csv; Gong insight GE-043-04.
Owner: Nora Kim; deadline: 2026-09-06.

### CHG-043-05 — SBP-043-06

System: salesforce; object: Lead; record: 00QSB043000005; field: OwnerId.
Changed 00GQUEUE to 005SB000000001. SBP-043-06 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/006_sbp-043-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-043-06_03_salesforce_leads.xml; Gong insight GE-043-06.
Owner: Maya Chen; deadline: 2026-09-08.

### CHG-043-06 — SBP-043-07

System: hubspot; object: contacts; record: 8004330006; field: hubspot_owner_id.
Changed unassigned to 005SB000000002. SBP-043-07 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/007_sbp-043-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-043-07_03_salesforce_leads.html; Gong insight GE-043-07.
Owner: Jon Bell; deadline: 2026-09-03.

### CHG-043-07 — SBP-043-08

System: salesforce; object: Lead; record: 00QSB043000007; field: OwnerId.
Changed 00GQUEUE to 005SB000000003. SBP-043-08 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_inbound_leads/008_sbp-043-08_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/024_sbp-043-08_03_salesforce_leads.md; Gong insight GE-043-08.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-043-08 — SBP-043-09

System: hubspot; object: contacts; record: 8004330008; field: hubspot_owner_id.
Changed unassigned to 005SB000000004. SBP-043-09 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/009_sbp-043-09_02_hubspot_contacts.md and /workspace/documents/04_gong_history/025_sbp-043-09_04_gong_history.md; Gong insight GE-043-09.
Owner: Luis Ortega; deadline: 2026-09-05.

### CHG-043-09 — SBP-043-11

System: salesforce; object: Lead; record: 00QSB043000010; field: OwnerId.
Changed 00GQUEUE to 005SB000000006. SBP-043-11 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/011_sbp-043-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-043-11_04_gong_history.json; Gong insight GE-043-11.
Owner: Theo Martin; deadline: 2026-09-07.

### CHG-043-10 — SBP-043-12

System: hubspot; object: contacts; record: 8004330011; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-043-12 qualifies for qualified-lead routing because security review remains seller-owned; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/012_sbp-043-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-043-12_04_gong_history.csv; Gong insight GE-043-12.
Owner: Nora Kim; deadline: 2026-09-08.

### CHG-043-11 — SBP-043-14

System: salesforce; object: Lead; record: 00QSB043000013; field: OwnerId.
Changed 00GQUEUE to 005SB000000001. SBP-043-14 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/014_sbp-043-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-043-14_04_gong_history.xml; Gong insight GE-043-14.
Owner: Maya Chen; deadline: 2026-09-04.

### CHG-043-12 — SBP-043-16

System: hubspot; object: contacts; record: 8004330015; field: hubspot_owner_id.
Changed unassigned to 005SB000000003. SBP-043-16 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_hubspot_contacts/016_sbp-043-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-043-16_04_gong_history.md; Gong insight GE-043-16.
Owner: Priya Raman; deadline: 2026-09-06.

## 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

Ginkgo product-led sales handoff

Prompt: Product-Led Growth Director at Ginkgo API Platform needs your help before the 2026-Q4 operating review. Usage-qualified accounts generated multiple contacts and free-email signups. Group identities, identify the buying organization, and create sales handoffs only above the documented product threshold. Work out the defensible lead qualification, enrichment, and territory routing, 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 Lead 00QSB043000000 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB043000000 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-043-01 on 00QSB043000000.

Apply the authorized updateSobjectRecord mutation for CHG-043-01 exactly once.

Confirm hubspot contacts 8004330001 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004330001 field hubspot_owner_id at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-043-02 on 8004330001.

Apply the authorized hubspot_update_object mutation for CHG-043-02 exactly once.

Confirm salesforce Lead 00QSB043000002 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB043000002 field OwnerId at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-043-03 on 00QSB043000002.

Apply the authorized updateSobjectRecord mutation for CHG-043-03 exactly once.

Confirm hubspot contacts 8004330003 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004330003 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-043-04 on 8004330003.

Apply the authorized hubspot_update_object mutation for CHG-043-04 exactly once.

Confirm salesforce Lead 00QSB043000005 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB043000005 field OwnerId at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-043-05 on 00QSB043000005.

Apply the authorized updateSobjectRecord mutation for CHG-043-05 exactly once.

Confirm hubspot contacts 8004330006 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004330006 field hubspot_owner_id at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-043-06 on 8004330006.

Apply the authorized hubspot_update_object mutation for CHG-043-06 exactly once.

Confirm salesforce Lead 00QSB043000007 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB043000007 field OwnerId at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-043-07 on 00QSB043000007.

Apply the authorized updateSobjectRecord mutation for CHG-043-07 exactly once.

Confirm hubspot contacts 8004330008 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004330008 field hubspot_owner_id at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-043-08 on 8004330008.

Apply the authorized hubspot_update_object mutation for CHG-043-08 exactly once.

Confirm salesforce Lead 00QSB043000010 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB043000010 field OwnerId at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-043-09 on 00QSB043000010.

Apply the authorized updateSobjectRecord mutation for CHG-043-09 exactly once.

Confirm hubspot contacts 8004330011 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004330011 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-043-10 on 8004330011.

Apply the authorized hubspot_update_object mutation for CHG-043-10 exactly once.

Confirm salesforce Lead 00QSB043000013 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB043000013 field OwnerId at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-043-11 on 00QSB043000013.

Apply the authorized updateSobjectRecord mutation for CHG-043-11 exactly once.

Confirm hubspot contacts 8004330015 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004330015 field hubspot_owner_id at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-043-12 on 8004330015.

Apply the authorized hubspot_update_object mutation for CHG-043-12 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-043-01 (SBP-043-01).

Ground CHG-043-01's id in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's system in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's object_type in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's record_id in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's operation in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's field in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's before in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's after in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's reason in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's primary_source in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's corroborating_source in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's gong_evidence_id in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's owner in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's deadline in the released record for 00QSB043000000 and its controlling sources.

Ground CHG-043-01's portfolio_key in the released record for 00QSB043000000 and its controlling sources.

Include an auditable row for CHG-043-02 (SBP-043-02).

Ground CHG-043-02's id in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's system in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's object_type in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's record_id in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's operation in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's field in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's before in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's after in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's reason in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's primary_source in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's corroborating_source in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's gong_evidence_id in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's owner in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's deadline in the released record for 8004330001 and its controlling sources.

Ground CHG-043-02's portfolio_key in the released record for 8004330001 and its controlling sources.

Include an auditable row for CHG-043-03 (SBP-043-03).

Ground CHG-043-03's id in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's system in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's object_type in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's record_id in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's operation in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's field in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's before in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's after in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's reason in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's primary_source in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's corroborating_source in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's gong_evidence_id in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's owner in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's deadline in the released record for 00QSB043000002 and its controlling sources.

Ground CHG-043-03's portfolio_key in the released record for 00QSB043000002 and its controlling sources.

Include an auditable row for CHG-043-04 (SBP-043-04).

Ground CHG-043-04's id in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's system in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's object_type in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's record_id in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's operation in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's field in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's before in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's after in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's reason in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's primary_source in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's corroborating_source in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's gong_evidence_id in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's owner in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's deadline in the released record for 8004330003 and its controlling sources.

Ground CHG-043-04's portfolio_key in the released record for 8004330003 and its controlling sources.

Include an auditable row for CHG-043-05 (SBP-043-06).

Ground CHG-043-05's id in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's system in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's object_type in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's record_id in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's operation in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's field in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's before in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's after in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's reason in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's primary_source in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's corroborating_source in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's gong_evidence_id in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's owner in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's deadline in the released record for 00QSB043000005 and its controlling sources.

Ground CHG-043-05's portfolio_key in the released record for 00QSB043000005 and its controlling sources.

Include an auditable row for CHG-043-06 (SBP-043-07).

Ground CHG-043-06's id in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's system in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's object_type in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's record_id in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's operation in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's field in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's before in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's after in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's reason in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's primary_source in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's corroborating_source in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's gong_evidence_id in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's owner in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's deadline in the released record for 8004330006 and its controlling sources.

Ground CHG-043-06's portfolio_key in the released record for 8004330006 and its controlling sources.

Include an auditable row for CHG-043-07 (SBP-043-08).

Ground CHG-043-07's id in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's system in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's object_type in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's record_id in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's operation in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's field in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's before in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's after in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's reason in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's primary_source in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's corroborating_source in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's gong_evidence_id in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's owner in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's deadline in the released record for 00QSB043000007 and its controlling sources.

Ground CHG-043-07's portfolio_key in the released record for 00QSB043000007 and its controlling sources.

Include an auditable row for CHG-043-08 (SBP-043-09).

Ground CHG-043-08's id in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's system in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's object_type in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's record_id in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's operation in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's field in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's before in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's after in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's reason in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's primary_source in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's corroborating_source in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's gong_evidence_id in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's owner in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's deadline in the released record for 8004330008 and its controlling sources.

Ground CHG-043-08's portfolio_key in the released record for 8004330008 and its controlling sources.

Include an auditable row for CHG-043-09 (SBP-043-11).

Ground CHG-043-09's id in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's system in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's object_type in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's record_id in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's operation in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's field in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's before in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's after in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's reason in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's primary_source in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's corroborating_source in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's gong_evidence_id in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's owner in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's deadline in the released record for 00QSB043000010 and its controlling sources.

Ground CHG-043-09's portfolio_key in the released record for 00QSB043000010 and its controlling sources.

Include an auditable row for CHG-043-10 (SBP-043-12).

Ground CHG-043-10's id in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's system in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's object_type in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's record_id in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's operation in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's field in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's before in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's after in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's reason in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's primary_source in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's corroborating_source in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's gong_evidence_id in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's owner in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's deadline in the released record for 8004330011 and its controlling sources.

Ground CHG-043-10's portfolio_key in the released record for 8004330011 and its controlling sources.

Include an auditable row for CHG-043-11 (SBP-043-14).

Ground CHG-043-11's id in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's system in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's object_type in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's record_id in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's operation in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's field in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's before in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's after in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's reason in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's primary_source in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's corroborating_source in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's gong_evidence_id in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's owner in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's deadline in the released record for 00QSB043000013 and its controlling sources.

Ground CHG-043-11's portfolio_key in the released record for 00QSB043000013 and its controlling sources.

Include an auditable row for CHG-043-12 (SBP-043-16).

Ground CHG-043-12's id in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's system in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's object_type in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's record_id in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's operation in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's field in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's before in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's after in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's reason in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's primary_source in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's corroborating_source in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's gong_evidence_id in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's owner in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's deadline in the released record for 8004330015 and its controlling sources.

Ground CHG-043-12's portfolio_key in the released record for 8004330015 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-043-01 with portfolio key SBP-043-01, record 00QSB043000000, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-043-02 with portfolio key SBP-043-02, record 8004330001, field transition 'unassigned' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-043-03 with portfolio key SBP-043-03, record 00QSB043000002, field transition '00GQUEUE' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-043-04 with portfolio key SBP-043-04, record 8004330003, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-043-05 with portfolio key SBP-043-06, record 00QSB043000005, field transition '00GQUEUE' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-043-06 with portfolio key SBP-043-07, record 8004330006, field transition 'unassigned' to '005SB000000002', both source paths, owner, and deadline.

Explain CHG-043-07 with portfolio key SBP-043-08, record 00QSB043000007, field transition '00GQUEUE' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-043-08 with portfolio key SBP-043-09, record 8004330008, field transition 'unassigned' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-043-09 with portfolio key SBP-043-11, record 00QSB043000010, field transition '00GQUEUE' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-043-10 with portfolio key SBP-043-12, record 8004330011, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-043-11 with portfolio key SBP-043-14, record 00QSB043000013, field transition '00GQUEUE' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-043-12 with portfolio key SBP-043-16, record 8004330015, field transition 'unassigned' to '005SB000000003', both source paths, owner, and deadline.

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

Repair only the supported 2026-Q4 records

The controlling and corroborating records effective on 2026-08-31 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 qualified-lead routing unfinished for Ginkgo API Platform.


# Highland public-sector territory routing

## Executive assessment

Agency and contractor leads overlap federal territories. Route by ultimate agency and contract vehicle, respecting protected named accounts and partner-origin rules.

## 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-044-01 — SBP-044-02

System: salesforce; object: Lead; record: 00QSB044000001; field: OwnerId.
Changed 00GQUEUE to 005SB000000006. SBP-044-02 qualifies for qualified-lead routing because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/002_sbp-044-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-044-02_03_salesforce_leads.txt; Gong insight GE-044-02.
Owner: Theo Martin; deadline: 2026-09-05.

### CHG-044-02 — SBP-044-03

System: hubspot; object: contacts; record: 8004430002; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-044-03 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/003_sbp-044-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-044-03_03_salesforce_leads.json; Gong insight GE-044-03.
Owner: Nora Kim; deadline: 2026-09-06.

### CHG-044-03 — SBP-044-05

System: salesforce; object: Lead; record: 00QSB044000004; field: OwnerId.
Changed 00GQUEUE to 005SB000000001. SBP-044-05 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/005_sbp-044-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-044-05_03_salesforce_leads.eml; Gong insight GE-044-05.
Owner: Maya Chen; deadline: 2026-09-08.

### CHG-044-04 — SBP-044-07

System: hubspot; object: contacts; record: 8004430006; field: hubspot_owner_id.
Changed unassigned to 005SB000000003. SBP-044-07 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/007_sbp-044-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-044-07_03_salesforce_leads.html; Gong insight GE-044-07.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-044-05 — SBP-044-08

System: salesforce; object: Lead; record: 00QSB044000007; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-044-08 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/008_sbp-044-08_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/024_sbp-044-08_03_salesforce_leads.md; Gong insight GE-044-08.
Owner: Luis Ortega; deadline: 2026-09-05.

### CHG-044-06 — SBP-044-10

System: hubspot; object: contacts; record: 8004430009; field: hubspot_owner_id.
Changed unassigned to 005SB000000006. SBP-044-10 qualifies for qualified-lead routing because security review remains seller-owned; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/010_sbp-044-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-044-10_04_gong_history.txt; Gong insight GE-044-10.
Owner: Theo Martin; deadline: 2026-09-07.

### CHG-044-07 — SBP-044-11

System: salesforce; object: Lead; record: 00QSB044000010; field: OwnerId.
Changed 00GQUEUE to 005SB000000007. SBP-044-11 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/011_sbp-044-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-044-11_04_gong_history.json; Gong insight GE-044-11.
Owner: Nora Kim; deadline: 2026-09-08.

### CHG-044-08 — SBP-044-12

System: hubspot; object: contacts; record: 8004430011; field: hubspot_owner_id.
Changed unassigned to 005SB000000008. SBP-044-12 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/012_sbp-044-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-044-12_04_gong_history.csv; Gong insight GE-044-12.
Owner: Elena Rossi; deadline: 2026-09-09.

### CHG-044-09 — SBP-044-13

System: salesforce; object: Lead; record: 00QSB044000012; field: OwnerId.
Changed 00GQUEUE to 005SB000000001. SBP-044-13 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/013_sbp-044-13_02_hubspot_contacts.eml and /workspace/documents/04_gong_history/029_sbp-044-13_04_gong_history.eml; Gong insight GE-044-13.
Owner: Maya Chen; deadline: 2026-09-04.

### CHG-044-10 — SBP-044-14

System: hubspot; object: contacts; record: 8004430013; field: hubspot_owner_id.
Changed unassigned to 005SB000000002. SBP-044-14 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/014_sbp-044-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-044-14_04_gong_history.xml; Gong insight GE-044-14.
Owner: Jon Bell; deadline: 2026-09-05.

### CHG-044-11 — SBP-044-15

System: salesforce; object: Lead; record: 00QSB044000014; field: OwnerId.
Changed 00GQUEUE to 005SB000000003. SBP-044-15 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/015_sbp-044-15_02_hubspot_contacts.html and /workspace/documents/04_gong_history/031_sbp-044-15_04_gong_history.html; Gong insight GE-044-15.
Owner: Priya Raman; deadline: 2026-09-06.

### CHG-044-12 — SBP-044-16

System: hubspot; object: contacts; record: 8004430015; field: hubspot_owner_id.
Changed unassigned to 005SB000000004. SBP-044-16 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/016_sbp-044-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-044-16_04_gong_history.md; Gong insight GE-044-16.
Owner: Luis Ortega; deadline: 2026-09-07.

## 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

Highland public-sector territory routing

Prompt: Public Sector SDR Manager at Highland Security needs your help before the 2026-Q3 operating review. Agency and contractor leads overlap federal territories. Route by ultimate agency and contract vehicle, respecting protected named accounts and partner-origin rules. Work out the defensible lead qualification, enrichment, and territory routing, 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 Lead 00QSB044000001 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB044000001 field OwnerId at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-044-01 on 00QSB044000001.

Apply the authorized updateSobjectRecord mutation for CHG-044-01 exactly once.

Confirm hubspot contacts 8004430002 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004430002 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-044-02 on 8004430002.

Apply the authorized hubspot_update_object mutation for CHG-044-02 exactly once.

Confirm salesforce Lead 00QSB044000004 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB044000004 field OwnerId at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-044-03 on 00QSB044000004.

Apply the authorized updateSobjectRecord mutation for CHG-044-03 exactly once.

Confirm hubspot contacts 8004430006 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004430006 field hubspot_owner_id at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-044-04 on 8004430006.

Apply the authorized hubspot_update_object mutation for CHG-044-04 exactly once.

Confirm salesforce Lead 00QSB044000007 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB044000007 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-044-05 on 00QSB044000007.

Apply the authorized updateSobjectRecord mutation for CHG-044-05 exactly once.

Confirm hubspot contacts 8004430009 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004430009 field hubspot_owner_id at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-044-06 on 8004430009.

Apply the authorized hubspot_update_object mutation for CHG-044-06 exactly once.

Confirm salesforce Lead 00QSB044000010 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB044000010 field OwnerId at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-044-07 on 00QSB044000010.

Apply the authorized updateSobjectRecord mutation for CHG-044-07 exactly once.

Confirm hubspot contacts 8004430011 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004430011 field hubspot_owner_id at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-044-08 on 8004430011.

Apply the authorized hubspot_update_object mutation for CHG-044-08 exactly once.

Confirm salesforce Lead 00QSB044000012 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB044000012 field OwnerId at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-044-09 on 00QSB044000012.

Apply the authorized updateSobjectRecord mutation for CHG-044-09 exactly once.

Confirm hubspot contacts 8004430013 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004430013 field hubspot_owner_id at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-044-10 on 8004430013.

Apply the authorized hubspot_update_object mutation for CHG-044-10 exactly once.

Confirm salesforce Lead 00QSB044000014 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB044000014 field OwnerId at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-044-11 on 00QSB044000014.

Apply the authorized updateSobjectRecord mutation for CHG-044-11 exactly once.

Confirm hubspot contacts 8004430015 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004430015 field hubspot_owner_id at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-044-12 on 8004430015.

Apply the authorized hubspot_update_object mutation for CHG-044-12 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-044-01 (SBP-044-02).

Ground CHG-044-01's id in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's system in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's object_type in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's record_id in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's operation in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's field in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's before in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's after in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's reason in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's primary_source in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's corroborating_source in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's gong_evidence_id in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's owner in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's deadline in the released record for 00QSB044000001 and its controlling sources.

Ground CHG-044-01's portfolio_key in the released record for 00QSB044000001 and its controlling sources.

Include an auditable row for CHG-044-02 (SBP-044-03).

Ground CHG-044-02's id in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's system in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's object_type in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's record_id in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's operation in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's field in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's before in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's after in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's reason in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's primary_source in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's corroborating_source in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's gong_evidence_id in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's owner in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's deadline in the released record for 8004430002 and its controlling sources.

Ground CHG-044-02's portfolio_key in the released record for 8004430002 and its controlling sources.

Include an auditable row for CHG-044-03 (SBP-044-05).

Ground CHG-044-03's id in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's system in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's object_type in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's record_id in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's operation in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's field in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's before in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's after in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's reason in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's primary_source in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's corroborating_source in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's gong_evidence_id in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's owner in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's deadline in the released record for 00QSB044000004 and its controlling sources.

Ground CHG-044-03's portfolio_key in the released record for 00QSB044000004 and its controlling sources.

Include an auditable row for CHG-044-04 (SBP-044-07).

Ground CHG-044-04's id in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's system in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's object_type in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's record_id in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's operation in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's field in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's before in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's after in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's reason in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's primary_source in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's corroborating_source in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's gong_evidence_id in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's owner in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's deadline in the released record for 8004430006 and its controlling sources.

Ground CHG-044-04's portfolio_key in the released record for 8004430006 and its controlling sources.

Include an auditable row for CHG-044-05 (SBP-044-08).

Ground CHG-044-05's id in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's system in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's object_type in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's record_id in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's operation in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's field in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's before in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's after in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's reason in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's primary_source in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's corroborating_source in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's gong_evidence_id in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's owner in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's deadline in the released record for 00QSB044000007 and its controlling sources.

Ground CHG-044-05's portfolio_key in the released record for 00QSB044000007 and its controlling sources.

Include an auditable row for CHG-044-06 (SBP-044-10).

Ground CHG-044-06's id in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's system in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's object_type in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's record_id in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's operation in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's field in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's before in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's after in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's reason in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's primary_source in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's corroborating_source in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's gong_evidence_id in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's owner in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's deadline in the released record for 8004430009 and its controlling sources.

Ground CHG-044-06's portfolio_key in the released record for 8004430009 and its controlling sources.

Include an auditable row for CHG-044-07 (SBP-044-11).

Ground CHG-044-07's id in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's system in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's object_type in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's record_id in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's operation in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's field in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's before in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's after in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's reason in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's primary_source in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's corroborating_source in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's gong_evidence_id in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's owner in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's deadline in the released record for 00QSB044000010 and its controlling sources.

Ground CHG-044-07's portfolio_key in the released record for 00QSB044000010 and its controlling sources.

Include an auditable row for CHG-044-08 (SBP-044-12).

Ground CHG-044-08's id in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's system in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's object_type in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's record_id in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's operation in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's field in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's before in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's after in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's reason in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's primary_source in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's corroborating_source in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's gong_evidence_id in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's owner in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's deadline in the released record for 8004430011 and its controlling sources.

Ground CHG-044-08's portfolio_key in the released record for 8004430011 and its controlling sources.

Include an auditable row for CHG-044-09 (SBP-044-13).

Ground CHG-044-09's id in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's system in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's object_type in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's record_id in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's operation in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's field in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's before in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's after in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's reason in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's primary_source in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's corroborating_source in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's gong_evidence_id in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's owner in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's deadline in the released record for 00QSB044000012 and its controlling sources.

Ground CHG-044-09's portfolio_key in the released record for 00QSB044000012 and its controlling sources.

Include an auditable row for CHG-044-10 (SBP-044-14).

Ground CHG-044-10's id in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's system in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's object_type in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's record_id in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's operation in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's field in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's before in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's after in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's reason in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's primary_source in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's corroborating_source in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's gong_evidence_id in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's owner in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's deadline in the released record for 8004430013 and its controlling sources.

Ground CHG-044-10's portfolio_key in the released record for 8004430013 and its controlling sources.

Include an auditable row for CHG-044-11 (SBP-044-15).

Ground CHG-044-11's id in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's system in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's object_type in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's record_id in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's operation in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's field in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's before in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's after in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's reason in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's primary_source in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's corroborating_source in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's gong_evidence_id in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's owner in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's deadline in the released record for 00QSB044000014 and its controlling sources.

Ground CHG-044-11's portfolio_key in the released record for 00QSB044000014 and its controlling sources.

Include an auditable row for CHG-044-12 (SBP-044-16).

Ground CHG-044-12's id in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's system in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's object_type in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's record_id in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's operation in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's field in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's before in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's after in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's reason in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's primary_source in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's corroborating_source in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's gong_evidence_id in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's owner in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's deadline in the released record for 8004430015 and its controlling sources.

Ground CHG-044-12's portfolio_key in the released record for 8004430015 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-044-01 with portfolio key SBP-044-02, record 00QSB044000001, field transition '00GQUEUE' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-044-02 with portfolio key SBP-044-03, record 8004430002, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-044-03 with portfolio key SBP-044-05, record 00QSB044000004, field transition '00GQUEUE' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-044-04 with portfolio key SBP-044-07, record 8004430006, field transition 'unassigned' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-044-05 with portfolio key SBP-044-08, record 00QSB044000007, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-044-06 with portfolio key SBP-044-10, record 8004430009, field transition 'unassigned' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-044-07 with portfolio key SBP-044-11, record 00QSB044000010, field transition '00GQUEUE' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-044-08 with portfolio key SBP-044-12, record 8004430011, field transition 'unassigned' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-044-09 with portfolio key SBP-044-13, record 00QSB044000012, field transition '00GQUEUE' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-044-10 with portfolio key SBP-044-14, record 8004430013, field transition 'unassigned' to '005SB000000002', both source paths, owner, and deadline.

Explain CHG-044-11 with portfolio key SBP-044-15, record 00QSB044000014, field transition '00GQUEUE' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-044-12 with portfolio key SBP-044-16, record 8004430015, field transition 'unassigned' to '005SB000000004', 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 2026-09-01 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 qualified-lead routing unfinished for Highland Security.

Highland public-sector territory routing