# Everest enterprise inbound routing

## Executive assessment

High-value inbound leads span named accounts and whitespace territories. Qualify from firmographics and activity, route by approved rules, and avoid reassignment where an active opportunity already establishes ownership.

## 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-041-01 — SBP-041-01

System: salesforce; object: Lead; record: 00QSB041000000; field: OwnerId.
Changed 00GQUEUE to 005SB000000002. SBP-041-01 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/001_sbp-041-01_01_inbound_leads.md and /workspace/documents/03_salesforce_leads/017_sbp-041-01_03_salesforce_leads.md; Gong insight GE-041-01.
Owner: Jon Bell; deadline: 2026-09-01.

### CHG-041-02 — SBP-041-02

System: hubspot; object: contacts; record: 8004130001; field: hubspot_owner_id.
Changed unassigned to 005SB000000003. SBP-041-02 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/002_sbp-041-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-041-02_03_salesforce_leads.txt; Gong insight GE-041-02.
Owner: Priya Raman; deadline: 2026-09-02.

### CHG-041-03 — SBP-041-03

System: salesforce; object: Lead; record: 00QSB041000002; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-041-03 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/003_sbp-041-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-041-03_03_salesforce_leads.json; Gong insight GE-041-03.
Owner: Luis Ortega; deadline: 2026-09-03.

### CHG-041-04 — SBP-041-05

System: hubspot; object: contacts; record: 8004130004; field: hubspot_owner_id.
Changed unassigned to 005SB000000006. SBP-041-05 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/005_sbp-041-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-041-05_03_salesforce_leads.eml; Gong insight GE-041-05.
Owner: Theo Martin; deadline: 2026-09-05.

### CHG-041-05 — SBP-041-06

System: salesforce; object: Lead; record: 00QSB041000005; field: OwnerId.
Changed 00GQUEUE to 005SB000000007. SBP-041-06 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/006_sbp-041-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-041-06_03_salesforce_leads.xml; Gong insight GE-041-06.
Owner: Nora Kim; deadline: 2026-09-06.

### CHG-041-06 — SBP-041-10

System: hubspot; object: contacts; record: 8004130009; field: hubspot_owner_id.
Changed unassigned to 005SB000000003. SBP-041-10 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/010_sbp-041-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-041-10_04_gong_history.txt; Gong insight GE-041-10.
Owner: Priya Raman; deadline: 2026-09-04.

### CHG-041-07 — SBP-041-11

System: salesforce; object: Lead; record: 00QSB041000010; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-041-11 qualifies for qualified-lead routing because buyer explicitly paused the evaluation; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/011_sbp-041-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-041-11_04_gong_history.json; Gong insight GE-041-11.
Owner: Luis Ortega; deadline: 2026-09-05.

### CHG-041-08 — SBP-041-12

System: hubspot; object: contacts; record: 8004130011; field: hubspot_owner_id.
Changed unassigned to 005SB000000005. SBP-041-12 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/012_sbp-041-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-041-12_04_gong_history.csv; Gong insight GE-041-12.
Owner: Amina Yusuf; deadline: 2026-09-06.

### CHG-041-09 — SBP-041-13

System: salesforce; object: Lead; record: 00QSB041000012; field: OwnerId.
Changed 00GQUEUE to 005SB000000006. SBP-041-13 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/013_sbp-041-13_02_hubspot_contacts.eml and /workspace/documents/04_gong_history/029_sbp-041-13_04_gong_history.eml; Gong insight GE-041-13.
Owner: Theo Martin; deadline: 2026-09-01.

### CHG-041-10 — SBP-041-14

System: hubspot; object: contacts; record: 8004130013; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-041-14 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/014_sbp-041-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-041-14_04_gong_history.xml; Gong insight GE-041-14.
Owner: Nora Kim; deadline: 2026-09-02.

### CHG-041-11 — SBP-041-15

System: salesforce; object: Lead; record: 00QSB041000014; field: OwnerId.
Changed 00GQUEUE to 005SB000000008. SBP-041-15 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/015_sbp-041-15_02_hubspot_contacts.html and /workspace/documents/04_gong_history/031_sbp-041-15_04_gong_history.html; Gong insight GE-041-15.
Owner: Elena Rossi; deadline: 2026-09-03.

### CHG-041-12 — SBP-041-16

System: hubspot; object: contacts; record: 8004130015; field: hubspot_owner_id.
Changed unassigned to 005SB000000001. SBP-041-16 qualifies for qualified-lead routing because security review remains seller-owned; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/016_sbp-041-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-041-16_04_gong_history.md; Gong insight GE-041-16.
Owner: Maya Chen; deadline: 2026-09-04.

## Holds and unresolved conflicts

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

## Control confirmation

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

## Next operating cadence

The named owners should complete the recorded actions during 2026-Q3; Revenue Operations should re-run the deterministic exception review after the latest deadline.

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

System: salesforce

System: hubspot

Everest enterprise inbound routing

Prompt: Global SDR Operations Manager at Everest Data Lake needs your help before the 2026-Q3 operating review. High-value inbound leads span named accounts and whitespace territories. Qualify from firmographics and activity, route by approved rules, and avoid reassignment where an active opportunity already establishes ownership. 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 00QSB041000000 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB041000000 field OwnerId at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-041-01 on 00QSB041000000.

Apply the authorized updateSobjectRecord mutation for CHG-041-01 exactly once.

Confirm hubspot contacts 8004130001 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004130001 field hubspot_owner_id at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-041-02 on 8004130001.

Apply the authorized hubspot_update_object mutation for CHG-041-02 exactly once.

Confirm salesforce Lead 00QSB041000002 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB041000002 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-041-03 on 00QSB041000002.

Apply the authorized updateSobjectRecord mutation for CHG-041-03 exactly once.

Confirm hubspot contacts 8004130004 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004130004 field hubspot_owner_id at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-041-04 on 8004130004.

Apply the authorized hubspot_update_object mutation for CHG-041-04 exactly once.

Confirm salesforce Lead 00QSB041000005 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB041000005 field OwnerId at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-041-05 on 00QSB041000005.

Apply the authorized updateSobjectRecord mutation for CHG-041-05 exactly once.

Confirm hubspot contacts 8004130009 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004130009 field hubspot_owner_id at the supported value '005SB000000003'.

Change only the provider fields authorized for CHG-041-06 on 8004130009.

Apply the authorized hubspot_update_object mutation for CHG-041-06 exactly once.

Confirm salesforce Lead 00QSB041000010 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB041000010 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-041-07 on 00QSB041000010.

Apply the authorized updateSobjectRecord mutation for CHG-041-07 exactly once.

Confirm hubspot contacts 8004130011 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004130011 field hubspot_owner_id at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-041-08 on 8004130011.

Apply the authorized hubspot_update_object mutation for CHG-041-08 exactly once.

Confirm salesforce Lead 00QSB041000012 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB041000012 field OwnerId at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-041-09 on 00QSB041000012.

Apply the authorized updateSobjectRecord mutation for CHG-041-09 exactly once.

Confirm hubspot contacts 8004130013 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004130013 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-041-10 on 8004130013.

Apply the authorized hubspot_update_object mutation for CHG-041-10 exactly once.

Confirm salesforce Lead 00QSB041000014 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB041000014 field OwnerId at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-041-11 on 00QSB041000014.

Apply the authorized updateSobjectRecord mutation for CHG-041-11 exactly once.

Confirm hubspot contacts 8004130015 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004130015 field hubspot_owner_id at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-041-12 on 8004130015.

Apply the authorized hubspot_update_object mutation for CHG-041-12 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-041-01 (SBP-041-01).

Ground CHG-041-01's id in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's system in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's object_type in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's record_id in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's operation in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's field in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's before in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's after in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's reason in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's primary_source in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's corroborating_source in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's gong_evidence_id in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's owner in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's deadline in the released record for 00QSB041000000 and its controlling sources.

Ground CHG-041-01's portfolio_key in the released record for 00QSB041000000 and its controlling sources.

Include an auditable row for CHG-041-02 (SBP-041-02).

Ground CHG-041-02's id in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's system in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's object_type in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's record_id in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's operation in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's field in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's before in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's after in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's reason in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's primary_source in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's corroborating_source in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's gong_evidence_id in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's owner in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's deadline in the released record for 8004130001 and its controlling sources.

Ground CHG-041-02's portfolio_key in the released record for 8004130001 and its controlling sources.

Include an auditable row for CHG-041-03 (SBP-041-03).

Ground CHG-041-03's id in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's system in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's object_type in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's record_id in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's operation in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's field in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's before in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's after in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's reason in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's primary_source in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's corroborating_source in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's gong_evidence_id in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's owner in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's deadline in the released record for 00QSB041000002 and its controlling sources.

Ground CHG-041-03's portfolio_key in the released record for 00QSB041000002 and its controlling sources.

Include an auditable row for CHG-041-04 (SBP-041-05).

Ground CHG-041-04's id in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's system in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's object_type in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's record_id in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's operation in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's field in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's before in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's after in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's reason in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's primary_source in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's corroborating_source in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's gong_evidence_id in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's owner in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's deadline in the released record for 8004130004 and its controlling sources.

Ground CHG-041-04's portfolio_key in the released record for 8004130004 and its controlling sources.

Include an auditable row for CHG-041-05 (SBP-041-06).

Ground CHG-041-05's id in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's system in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's object_type in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's record_id in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's operation in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's field in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's before in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's after in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's reason in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's primary_source in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's corroborating_source in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's gong_evidence_id in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's owner in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's deadline in the released record for 00QSB041000005 and its controlling sources.

Ground CHG-041-05's portfolio_key in the released record for 00QSB041000005 and its controlling sources.

Include an auditable row for CHG-041-06 (SBP-041-10).

Ground CHG-041-06's id in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's system in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's object_type in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's record_id in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's operation in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's field in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's before in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's after in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's reason in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's primary_source in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's corroborating_source in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's gong_evidence_id in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's owner in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's deadline in the released record for 8004130009 and its controlling sources.

Ground CHG-041-06's portfolio_key in the released record for 8004130009 and its controlling sources.

Include an auditable row for CHG-041-07 (SBP-041-11).

Ground CHG-041-07's id in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's system in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's object_type in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's record_id in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's operation in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's field in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's before in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's after in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's reason in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's primary_source in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's corroborating_source in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's gong_evidence_id in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's owner in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's deadline in the released record for 00QSB041000010 and its controlling sources.

Ground CHG-041-07's portfolio_key in the released record for 00QSB041000010 and its controlling sources.

Include an auditable row for CHG-041-08 (SBP-041-12).

Ground CHG-041-08's id in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's system in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's object_type in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's record_id in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's operation in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's field in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's before in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's after in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's reason in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's primary_source in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's corroborating_source in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's gong_evidence_id in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's owner in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's deadline in the released record for 8004130011 and its controlling sources.

Ground CHG-041-08's portfolio_key in the released record for 8004130011 and its controlling sources.

Include an auditable row for CHG-041-09 (SBP-041-13).

Ground CHG-041-09's id in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's system in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's object_type in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's record_id in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's operation in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's field in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's before in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's after in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's reason in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's primary_source in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's corroborating_source in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's gong_evidence_id in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's owner in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's deadline in the released record for 00QSB041000012 and its controlling sources.

Ground CHG-041-09's portfolio_key in the released record for 00QSB041000012 and its controlling sources.

Include an auditable row for CHG-041-10 (SBP-041-14).

Ground CHG-041-10's id in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's system in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's object_type in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's record_id in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's operation in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's field in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's before in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's after in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's reason in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's primary_source in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's corroborating_source in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's gong_evidence_id in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's owner in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's deadline in the released record for 8004130013 and its controlling sources.

Ground CHG-041-10's portfolio_key in the released record for 8004130013 and its controlling sources.

Include an auditable row for CHG-041-11 (SBP-041-15).

Ground CHG-041-11's id in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's system in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's object_type in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's record_id in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's operation in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's field in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's before in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's after in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's reason in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's primary_source in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's corroborating_source in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's gong_evidence_id in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's owner in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's deadline in the released record for 00QSB041000014 and its controlling sources.

Ground CHG-041-11's portfolio_key in the released record for 00QSB041000014 and its controlling sources.

Include an auditable row for CHG-041-12 (SBP-041-16).

Ground CHG-041-12's id in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's system in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's object_type in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's record_id in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's operation in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's field in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's before in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's after in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's reason in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's primary_source in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's corroborating_source in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's gong_evidence_id in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's owner in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's deadline in the released record for 8004130015 and its controlling sources.

Ground CHG-041-12's portfolio_key in the released record for 8004130015 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-041-01 with portfolio key SBP-041-01, record 00QSB041000000, field transition '00GQUEUE' to '005SB000000002', both source paths, owner, and deadline.

Explain CHG-041-02 with portfolio key SBP-041-02, record 8004130001, field transition 'unassigned' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-041-03 with portfolio key SBP-041-03, record 00QSB041000002, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-041-04 with portfolio key SBP-041-05, record 8004130004, field transition 'unassigned' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-041-05 with portfolio key SBP-041-06, record 00QSB041000005, field transition '00GQUEUE' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-041-06 with portfolio key SBP-041-10, record 8004130009, field transition 'unassigned' to '005SB000000003', both source paths, owner, and deadline.

Explain CHG-041-07 with portfolio key SBP-041-11, record 00QSB041000010, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-041-08 with portfolio key SBP-041-12, record 8004130011, field transition 'unassigned' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-041-09 with portfolio key SBP-041-13, record 00QSB041000012, field transition '00GQUEUE' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-041-10 with portfolio key SBP-041-14, record 8004130013, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-041-11 with portfolio key SBP-041-15, record 00QSB041000014, field transition '00GQUEUE' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-041-12 with portfolio key SBP-041-16, record 8004130015, field transition 'unassigned' to '005SB000000001', 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 2026-08-29 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

The task evidence explicitly shows retries, imports, or seller edits whose timestamps are newer but not authoritative; this would also change the four control records.

That avoids damage but leaves the evidence-supported qualified-lead routing unfinished for Everest Data Lake.


# Foxtrot EMEA consent-aware routing

## Executive assessment

Event leads include mixed lawful-basis and country data. Route eligible buyers, suppress prohibited outreach, and quarantine contacts whose consent evidence conflicts across imports.

## 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-042-01 — SBP-042-02

System: salesforce; object: Lead; record: 00QSB042000001; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-042-02 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/002_sbp-042-02_01_inbound_leads.txt and /workspace/documents/03_salesforce_leads/018_sbp-042-02_03_salesforce_leads.txt; Gong insight GE-042-02.
Owner: Luis Ortega; deadline: 2026-09-03.

### CHG-042-02 — SBP-042-03

System: hubspot; object: contacts; record: 8004230002; field: hubspot_owner_id.
Changed unassigned to 005SB000000005. SBP-042-03 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/003_sbp-042-03_01_inbound_leads.json and /workspace/documents/03_salesforce_leads/019_sbp-042-03_03_salesforce_leads.json; Gong insight GE-042-03.
Owner: Amina Yusuf; deadline: 2026-09-04.

### CHG-042-03 — SBP-042-04

System: salesforce; object: Lead; record: 00QSB042000003; field: OwnerId.
Changed 00GQUEUE to 005SB000000006. SBP-042-04 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/004_sbp-042-04_01_inbound_leads.csv and /workspace/documents/03_salesforce_leads/020_sbp-042-04_03_salesforce_leads.csv; Gong insight GE-042-04.
Owner: Theo Martin; deadline: 2026-09-05.

### CHG-042-04 — SBP-042-05

System: hubspot; object: contacts; record: 8004230004; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-042-05 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/005_sbp-042-05_01_inbound_leads.eml and /workspace/documents/03_salesforce_leads/021_sbp-042-05_03_salesforce_leads.eml; Gong insight GE-042-05.
Owner: Nora Kim; deadline: 2026-09-06.

### CHG-042-05 — SBP-042-06

System: salesforce; object: Lead; record: 00QSB042000005; field: OwnerId.
Changed 00GQUEUE to 005SB000000008. SBP-042-06 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/006_sbp-042-06_01_inbound_leads.xml and /workspace/documents/03_salesforce_leads/022_sbp-042-06_03_salesforce_leads.xml; Gong insight GE-042-06.
Owner: Elena Rossi; deadline: 2026-09-07.

### CHG-042-06 — SBP-042-07

System: hubspot; object: contacts; record: 8004230006; field: hubspot_owner_id.
Changed unassigned to 005SB000000001. SBP-042-07 qualifies for qualified-lead routing because champion requested a revised mutual action plan; apply procurement_timing under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_inbound_leads/007_sbp-042-07_01_inbound_leads.html and /workspace/documents/03_salesforce_leads/023_sbp-042-07_03_salesforce_leads.html; Gong insight GE-042-07.
Owner: Maya Chen; deadline: 2026-09-02.

### CHG-042-07 — SBP-042-10

System: salesforce; object: Lead; record: 00QSB042000009; field: OwnerId.
Changed 00GQUEUE to 005SB000000004. SBP-042-10 qualifies for qualified-lead routing because implementation capacity moved to the following quarter; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/010_sbp-042-10_02_hubspot_contacts.txt and /workspace/documents/04_gong_history/026_sbp-042-10_04_gong_history.txt; Gong insight GE-042-10.
Owner: Luis Ortega; deadline: 2026-09-05.

### CHG-042-08 — SBP-042-11

System: hubspot; object: contacts; record: 8004230010; field: hubspot_owner_id.
Changed unassigned to 005SB000000005. SBP-042-11 qualifies for qualified-lead routing because competitive evaluation narrowed to two vendors; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/011_sbp-042-11_02_hubspot_contacts.json and /workspace/documents/04_gong_history/027_sbp-042-11_04_gong_history.json; Gong insight GE-042-11.
Owner: Amina Yusuf; deadline: 2026-09-06.

### CHG-042-09 — SBP-042-12

System: salesforce; object: Lead; record: 00QSB042000011; field: OwnerId.
Changed 00GQUEUE to 005SB000000006. SBP-042-12 qualifies for qualified-lead routing because renewal notice was acknowledged by procurement; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/012_sbp-042-12_02_hubspot_contacts.csv and /workspace/documents/04_gong_history/028_sbp-042-12_04_gong_history.csv; Gong insight GE-042-12.
Owner: Theo Martin; deadline: 2026-09-07.

### CHG-042-10 — SBP-042-13

System: hubspot; object: contacts; record: 8004230012; field: hubspot_owner_id.
Changed unassigned to 005SB000000007. SBP-042-13 qualifies for qualified-lead routing because economic buyer confirmed procurement timing; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/013_sbp-042-13_02_hubspot_contacts.eml and /workspace/documents/04_gong_history/029_sbp-042-13_04_gong_history.eml; Gong insight GE-042-13.
Owner: Nora Kim; deadline: 2026-09-02.

### CHG-042-11 — SBP-042-14

System: salesforce; object: Lead; record: 00QSB042000013; field: OwnerId.
Changed 00GQUEUE to 005SB000000008. SBP-042-14 qualifies for qualified-lead routing because security review remains seller-owned; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/014_sbp-042-14_02_hubspot_contacts.xml and /workspace/documents/04_gong_history/030_sbp-042-14_04_gong_history.xml; Gong insight GE-042-14.
Owner: Elena Rossi; deadline: 2026-09-03.

### CHG-042-12 — SBP-042-16

System: hubspot; object: contacts; record: 8004230015; field: hubspot_owner_id.
Changed unassigned to 005SB000000002. SBP-042-16 qualifies for qualified-lead routing because finance validation is complete but legal review is open; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_hubspot_contacts/016_sbp-042-16_02_hubspot_contacts.md and /workspace/documents/04_gong_history/032_sbp-042-16_04_gong_history.md; Gong insight GE-042-16.
Owner: Jon Bell; deadline: 2026-09-05.

## Holds and unresolved conflicts

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

## Control confirmation

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

## Next operating cadence

The named owners should complete the recorded actions during 2026-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

Foxtrot EMEA consent-aware routing

Prompt: EMEA SDR Director at Foxtrot Automation needs your help before the 2026-Q3 operating review. Event leads include mixed lawful-basis and country data. Route eligible buyers, suppress prohibited outreach, and quarantine contacts whose consent evidence conflicts across imports. 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 00QSB042000001 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB042000001 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-042-01 on 00QSB042000001.

Apply the authorized updateSobjectRecord mutation for CHG-042-01 exactly once.

Confirm hubspot contacts 8004230002 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004230002 field hubspot_owner_id at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-042-02 on 8004230002.

Apply the authorized hubspot_update_object mutation for CHG-042-02 exactly once.

Confirm salesforce Lead 00QSB042000003 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB042000003 field OwnerId at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-042-03 on 00QSB042000003.

Apply the authorized updateSobjectRecord mutation for CHG-042-03 exactly once.

Confirm hubspot contacts 8004230004 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004230004 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-042-04 on 8004230004.

Apply the authorized hubspot_update_object mutation for CHG-042-04 exactly once.

Confirm salesforce Lead 00QSB042000005 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB042000005 field OwnerId at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-042-05 on 00QSB042000005.

Apply the authorized updateSobjectRecord mutation for CHG-042-05 exactly once.

Confirm hubspot contacts 8004230006 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004230006 field hubspot_owner_id at the supported value '005SB000000001'.

Change only the provider fields authorized for CHG-042-06 on 8004230006.

Apply the authorized hubspot_update_object mutation for CHG-042-06 exactly once.

Confirm salesforce Lead 00QSB042000009 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB042000009 field OwnerId at the supported value '005SB000000004'.

Change only the provider fields authorized for CHG-042-07 on 00QSB042000009.

Apply the authorized updateSobjectRecord mutation for CHG-042-07 exactly once.

Confirm hubspot contacts 8004230010 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004230010 field hubspot_owner_id at the supported value '005SB000000005'.

Change only the provider fields authorized for CHG-042-08 on 8004230010.

Apply the authorized hubspot_update_object mutation for CHG-042-08 exactly once.

Confirm salesforce Lead 00QSB042000011 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB042000011 field OwnerId at the supported value '005SB000000006'.

Change only the provider fields authorized for CHG-042-09 on 00QSB042000011.

Apply the authorized updateSobjectRecord mutation for CHG-042-09 exactly once.

Confirm hubspot contacts 8004230012 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004230012 field hubspot_owner_id at the supported value '005SB000000007'.

Change only the provider fields authorized for CHG-042-10 on 8004230012.

Apply the authorized hubspot_update_object mutation for CHG-042-10 exactly once.

Confirm salesforce Lead 00QSB042000013 field OwnerId began as '00GQUEUE'.

Leave salesforce Lead 00QSB042000013 field OwnerId at the supported value '005SB000000008'.

Change only the provider fields authorized for CHG-042-11 on 00QSB042000013.

Apply the authorized updateSobjectRecord mutation for CHG-042-11 exactly once.

Confirm hubspot contacts 8004230015 field hubspot_owner_id began as 'unassigned'.

Leave hubspot contacts 8004230015 field hubspot_owner_id at the supported value '005SB000000002'.

Change only the provider fields authorized for CHG-042-12 on 8004230015.

Apply the authorized hubspot_update_object mutation for CHG-042-12 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-042-01 (SBP-042-02).

Ground CHG-042-01's id in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's system in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's object_type in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's record_id in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's operation in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's field in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's before in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's after in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's reason in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's primary_source in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's corroborating_source in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's gong_evidence_id in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's owner in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's deadline in the released record for 00QSB042000001 and its controlling sources.

Ground CHG-042-01's portfolio_key in the released record for 00QSB042000001 and its controlling sources.

Include an auditable row for CHG-042-02 (SBP-042-03).

Ground CHG-042-02's id in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's system in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's object_type in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's record_id in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's operation in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's field in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's before in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's after in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's reason in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's primary_source in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's corroborating_source in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's gong_evidence_id in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's owner in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's deadline in the released record for 8004230002 and its controlling sources.

Ground CHG-042-02's portfolio_key in the released record for 8004230002 and its controlling sources.

Include an auditable row for CHG-042-03 (SBP-042-04).

Ground CHG-042-03's id in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's system in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's object_type in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's record_id in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's operation in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's field in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's before in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's after in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's reason in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's primary_source in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's corroborating_source in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's gong_evidence_id in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's owner in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's deadline in the released record for 00QSB042000003 and its controlling sources.

Ground CHG-042-03's portfolio_key in the released record for 00QSB042000003 and its controlling sources.

Include an auditable row for CHG-042-04 (SBP-042-05).

Ground CHG-042-04's id in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's system in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's object_type in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's record_id in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's operation in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's field in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's before in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's after in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's reason in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's primary_source in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's corroborating_source in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's gong_evidence_id in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's owner in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's deadline in the released record for 8004230004 and its controlling sources.

Ground CHG-042-04's portfolio_key in the released record for 8004230004 and its controlling sources.

Include an auditable row for CHG-042-05 (SBP-042-06).

Ground CHG-042-05's id in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's system in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's object_type in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's record_id in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's operation in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's field in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's before in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's after in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's reason in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's primary_source in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's corroborating_source in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's gong_evidence_id in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's owner in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's deadline in the released record for 00QSB042000005 and its controlling sources.

Ground CHG-042-05's portfolio_key in the released record for 00QSB042000005 and its controlling sources.

Include an auditable row for CHG-042-06 (SBP-042-07).

Ground CHG-042-06's id in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's system in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's object_type in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's record_id in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's operation in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's field in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's before in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's after in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's reason in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's primary_source in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's corroborating_source in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's gong_evidence_id in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's owner in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's deadline in the released record for 8004230006 and its controlling sources.

Ground CHG-042-06's portfolio_key in the released record for 8004230006 and its controlling sources.

Include an auditable row for CHG-042-07 (SBP-042-10).

Ground CHG-042-07's id in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's system in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's object_type in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's record_id in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's operation in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's field in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's before in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's after in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's reason in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's primary_source in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's corroborating_source in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's gong_evidence_id in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's owner in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's deadline in the released record for 00QSB042000009 and its controlling sources.

Ground CHG-042-07's portfolio_key in the released record for 00QSB042000009 and its controlling sources.

Include an auditable row for CHG-042-08 (SBP-042-11).

Ground CHG-042-08's id in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's system in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's object_type in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's record_id in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's operation in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's field in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's before in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's after in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's reason in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's primary_source in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's corroborating_source in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's gong_evidence_id in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's owner in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's deadline in the released record for 8004230010 and its controlling sources.

Ground CHG-042-08's portfolio_key in the released record for 8004230010 and its controlling sources.

Include an auditable row for CHG-042-09 (SBP-042-12).

Ground CHG-042-09's id in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's system in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's object_type in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's record_id in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's operation in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's field in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's before in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's after in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's reason in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's primary_source in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's corroborating_source in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's gong_evidence_id in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's owner in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's deadline in the released record for 00QSB042000011 and its controlling sources.

Ground CHG-042-09's portfolio_key in the released record for 00QSB042000011 and its controlling sources.

Include an auditable row for CHG-042-10 (SBP-042-13).

Ground CHG-042-10's id in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's system in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's object_type in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's record_id in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's operation in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's field in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's before in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's after in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's reason in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's primary_source in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's corroborating_source in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's gong_evidence_id in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's owner in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's deadline in the released record for 8004230012 and its controlling sources.

Ground CHG-042-10's portfolio_key in the released record for 8004230012 and its controlling sources.

Include an auditable row for CHG-042-11 (SBP-042-14).

Ground CHG-042-11's id in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's system in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's object_type in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's record_id in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's operation in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's field in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's before in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's after in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's reason in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's primary_source in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's corroborating_source in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's gong_evidence_id in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's owner in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's deadline in the released record for 00QSB042000013 and its controlling sources.

Ground CHG-042-11's portfolio_key in the released record for 00QSB042000013 and its controlling sources.

Include an auditable row for CHG-042-12 (SBP-042-16).

Ground CHG-042-12's id in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's system in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's object_type in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's record_id in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's operation in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's field in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's before in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's after in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's reason in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's primary_source in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's corroborating_source in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's gong_evidence_id in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's owner in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's deadline in the released record for 8004230015 and its controlling sources.

Ground CHG-042-12's portfolio_key in the released record for 8004230015 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-042-01 with portfolio key SBP-042-02, record 00QSB042000001, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-042-02 with portfolio key SBP-042-03, record 8004230002, field transition 'unassigned' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-042-03 with portfolio key SBP-042-04, record 00QSB042000003, field transition '00GQUEUE' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-042-04 with portfolio key SBP-042-05, record 8004230004, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-042-05 with portfolio key SBP-042-06, record 00QSB042000005, field transition '00GQUEUE' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-042-06 with portfolio key SBP-042-07, record 8004230006, field transition 'unassigned' to '005SB000000001', both source paths, owner, and deadline.

Explain CHG-042-07 with portfolio key SBP-042-10, record 00QSB042000009, field transition '00GQUEUE' to '005SB000000004', both source paths, owner, and deadline.

Explain CHG-042-08 with portfolio key SBP-042-11, record 8004230010, field transition 'unassigned' to '005SB000000005', both source paths, owner, and deadline.

Explain CHG-042-09 with portfolio key SBP-042-12, record 00QSB042000011, field transition '00GQUEUE' to '005SB000000006', both source paths, owner, and deadline.

Explain CHG-042-10 with portfolio key SBP-042-13, record 8004230012, field transition 'unassigned' to '005SB000000007', both source paths, owner, and deadline.

Explain CHG-042-11 with portfolio key SBP-042-14, record 00QSB042000013, field transition '00GQUEUE' to '005SB000000008', both source paths, owner, and deadline.

Explain CHG-042-12 with portfolio key SBP-042-16, record 8004230015, field transition 'unassigned' to '005SB000000002', 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 2026-08-30 agree with the live CRM and permitted Gong evidence for twelve portfolio keys.

Trust the newest CRM timestamp and bulk-sync the portfolio

Hold every record until all source systems agree verbatim

That avoids damage but leaves the evidence-supported qualified-lead routing unfinished for Foxtrot Automation.