# Fir usage-commit approval audit

## Executive assessment

Consumption commitments carry make-good clauses and variable credits. Determine approval requirements from normalized commitment value rather than headline maximums.

## 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-067-01 — SBP-067-01

System: salesforce; object: Quote; record: 0Q0SB067000000; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-067-01 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply commercial_terms under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/001_sbp-067-01_01_opportunities.md and /workspace/documents/03_line_items/017_sbp-067-01_03_line_items.md; Gong insight GE-067-01.
Owner: Luis Ortega; deadline: 2026-09-08.

### CHG-067-02 — SBP-067-03

System: hubspot; object: deals; record: 8006720002; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-067-03 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/003_sbp-067-03_01_opportunities.json and /workspace/documents/03_line_items/019_sbp-067-03_03_line_items.json; Gong insight GE-067-03.
Owner: Theo Martin; deadline: 2026-09-10.

### CHG-067-03 — SBP-067-04

System: salesforce; object: Quote; record: 0Q0SB067000003; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-067-04 qualifies for policy-compliant quote progression because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/004_sbp-067-04_01_opportunities.csv and /workspace/documents/03_line_items/020_sbp-067-04_03_line_items.csv; Gong insight GE-067-04.
Owner: Nora Kim; deadline: 2026-09-11.

### CHG-067-04 — SBP-067-05

System: hubspot; object: deals; record: 8006720004; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-067-05 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/005_sbp-067-05_01_opportunities.eml and /workspace/documents/03_line_items/021_sbp-067-05_03_line_items.eml; Gong insight GE-067-05.
Owner: Elena Rossi; deadline: 2026-09-12.

### CHG-067-05 — SBP-067-06

System: salesforce; object: Quote; record: 0Q0SB067000005; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-067-06 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply support_recovery under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/006_sbp-067-06_01_opportunities.xml and /workspace/documents/03_line_items/022_sbp-067-06_03_line_items.xml; Gong insight GE-067-06.
Owner: Maya Chen; deadline: 2026-09-13.

### CHG-067-06 — SBP-067-07

System: hubspot; object: deals; record: 8006720006; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-067-07 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/007_sbp-067-07_01_opportunities.html and /workspace/documents/03_line_items/023_sbp-067-07_03_line_items.html; Gong insight GE-067-07.
Owner: Jon Bell; deadline: 2026-09-08.

### CHG-067-07 — SBP-067-08

System: salesforce; object: Quote; record: 0Q0SB067000007; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-067-08 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/01_opportunities/008_sbp-067-08_01_opportunities.md and /workspace/documents/03_line_items/024_sbp-067-08_03_line_items.md; Gong insight GE-067-08.
Owner: Priya Raman; deadline: 2026-09-09.

### CHG-067-08 — SBP-067-11

System: hubspot; object: deals; record: 8006720010; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-067-11 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply consent_conflict under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_quotes/011_sbp-067-11_02_quotes.json and /workspace/documents/04_discount_matrix/027_sbp-067-11_04_discount_matrix.json; Gong insight GE-067-11.
Owner: Theo Martin; deadline: 2026-09-12.

### CHG-067-09 — SBP-067-12

System: salesforce; object: Quote; record: 0Q0SB067000011; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-067-12 qualifies for policy-compliant quote progression because security review remains seller-owned; apply single_threaded under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_quotes/012_sbp-067-12_02_quotes.csv and /workspace/documents/04_discount_matrix/028_sbp-067-12_04_discount_matrix.csv; Gong insight GE-067-12.
Owner: Nora Kim; deadline: 2026-09-13.

### CHG-067-10 — SBP-067-13

System: hubspot; object: deals; record: 8006720012; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-067-13 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply stage_evidence_gap under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_quotes/013_sbp-067-13_02_quotes.eml and /workspace/documents/04_discount_matrix/029_sbp-067-13_04_discount_matrix.eml; Gong insight GE-067-13.
Owner: Elena Rossi; deadline: 2026-09-08.

### CHG-067-11 — SBP-067-15

System: salesforce; object: Quote; record: 0Q0SB067000014; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-067-15 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply security_review under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_quotes/015_sbp-067-15_02_quotes.html and /workspace/documents/04_discount_matrix/031_sbp-067-15_04_discount_matrix.html; Gong insight GE-067-15.
Owner: Jon Bell; deadline: 2026-09-10.

### CHG-067-12 — SBP-067-16

System: hubspot; object: deals; record: 8006720015; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-067-16 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply identity_ambiguity under the current 2026-Q3 policy.
Evidence: /workspace/documents/02_quotes/016_sbp-067-16_02_quotes.md and /workspace/documents/04_discount_matrix/032_sbp-067-16_04_discount_matrix.md; Gong insight GE-067-16.
Owner: Priya Raman; deadline: 2026-09-11.

## 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

Fir usage-commit approval audit

Prompt: Strategic Pricing Lead at Fir AI Platform needs your help before the 2026-Q3 operating review. Consumption commitments carry make-good clauses and variable credits. Determine approval requirements from normalized commitment value rather than headline maximums. Work out the defensible discount approval, quote governance, and close readiness, 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 Quote 0Q0SB067000000 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB067000000 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-067-01 on 0Q0SB067000000.

Apply the authorized updateSobjectRecord mutation for CHG-067-01 exactly once.

Confirm hubspot deals 8006720002 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006720002 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-067-02 on 8006720002.

Apply the authorized hubspot_update_object mutation for CHG-067-02 exactly once.

Confirm salesforce Quote 0Q0SB067000003 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB067000003 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-067-03 on 0Q0SB067000003.

Apply the authorized updateSobjectRecord mutation for CHG-067-03 exactly once.

Confirm hubspot deals 8006720004 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006720004 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-067-04 on 8006720004.

Apply the authorized hubspot_update_object mutation for CHG-067-04 exactly once.

Confirm salesforce Quote 0Q0SB067000005 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB067000005 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-067-05 on 0Q0SB067000005.

Apply the authorized updateSobjectRecord mutation for CHG-067-05 exactly once.

Confirm hubspot deals 8006720006 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006720006 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-067-06 on 8006720006.

Apply the authorized hubspot_update_object mutation for CHG-067-06 exactly once.

Confirm salesforce Quote 0Q0SB067000007 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB067000007 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-067-07 on 0Q0SB067000007.

Apply the authorized updateSobjectRecord mutation for CHG-067-07 exactly once.

Confirm hubspot deals 8006720010 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006720010 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-067-08 on 8006720010.

Apply the authorized hubspot_update_object mutation for CHG-067-08 exactly once.

Confirm salesforce Quote 0Q0SB067000011 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB067000011 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-067-09 on 0Q0SB067000011.

Apply the authorized updateSobjectRecord mutation for CHG-067-09 exactly once.

Confirm hubspot deals 8006720012 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006720012 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-067-10 on 8006720012.

Apply the authorized hubspot_update_object mutation for CHG-067-10 exactly once.

Confirm salesforce Quote 0Q0SB067000014 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB067000014 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-067-11 on 0Q0SB067000014.

Apply the authorized updateSobjectRecord mutation for CHG-067-11 exactly once.

Confirm hubspot deals 8006720015 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006720015 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-067-12 on 8006720015.

Apply the authorized hubspot_update_object mutation for CHG-067-12 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-067-01 (SBP-067-01).

Ground CHG-067-01's id in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's system in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's object_type in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's record_id in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's operation in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's field in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's before in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's after in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's reason in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's primary_source in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's corroborating_source in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's gong_evidence_id in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's owner in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's deadline in the released record for 0Q0SB067000000 and its controlling sources.

Ground CHG-067-01's portfolio_key in the released record for 0Q0SB067000000 and its controlling sources.

Include an auditable row for CHG-067-02 (SBP-067-03).

Ground CHG-067-02's id in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's system in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's object_type in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's record_id in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's operation in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's field in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's before in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's after in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's reason in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's primary_source in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's corroborating_source in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's gong_evidence_id in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's owner in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's deadline in the released record for 8006720002 and its controlling sources.

Ground CHG-067-02's portfolio_key in the released record for 8006720002 and its controlling sources.

Include an auditable row for CHG-067-03 (SBP-067-04).

Ground CHG-067-03's id in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's system in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's object_type in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's record_id in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's operation in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's field in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's before in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's after in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's reason in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's primary_source in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's corroborating_source in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's gong_evidence_id in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's owner in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's deadline in the released record for 0Q0SB067000003 and its controlling sources.

Ground CHG-067-03's portfolio_key in the released record for 0Q0SB067000003 and its controlling sources.

Include an auditable row for CHG-067-04 (SBP-067-05).

Ground CHG-067-04's id in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's system in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's object_type in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's record_id in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's operation in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's field in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's before in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's after in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's reason in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's primary_source in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's corroborating_source in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's gong_evidence_id in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's owner in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's deadline in the released record for 8006720004 and its controlling sources.

Ground CHG-067-04's portfolio_key in the released record for 8006720004 and its controlling sources.

Include an auditable row for CHG-067-05 (SBP-067-06).

Ground CHG-067-05's id in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's system in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's object_type in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's record_id in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's operation in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's field in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's before in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's after in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's reason in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's primary_source in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's corroborating_source in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's gong_evidence_id in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's owner in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's deadline in the released record for 0Q0SB067000005 and its controlling sources.

Ground CHG-067-05's portfolio_key in the released record for 0Q0SB067000005 and its controlling sources.

Include an auditable row for CHG-067-06 (SBP-067-07).

Ground CHG-067-06's id in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's system in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's object_type in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's record_id in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's operation in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's field in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's before in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's after in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's reason in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's primary_source in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's corroborating_source in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's gong_evidence_id in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's owner in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's deadline in the released record for 8006720006 and its controlling sources.

Ground CHG-067-06's portfolio_key in the released record for 8006720006 and its controlling sources.

Include an auditable row for CHG-067-07 (SBP-067-08).

Ground CHG-067-07's id in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's system in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's object_type in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's record_id in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's operation in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's field in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's before in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's after in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's reason in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's primary_source in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's corroborating_source in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's gong_evidence_id in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's owner in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's deadline in the released record for 0Q0SB067000007 and its controlling sources.

Ground CHG-067-07's portfolio_key in the released record for 0Q0SB067000007 and its controlling sources.

Include an auditable row for CHG-067-08 (SBP-067-11).

Ground CHG-067-08's id in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's system in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's object_type in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's record_id in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's operation in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's field in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's before in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's after in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's reason in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's primary_source in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's corroborating_source in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's gong_evidence_id in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's owner in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's deadline in the released record for 8006720010 and its controlling sources.

Ground CHG-067-08's portfolio_key in the released record for 8006720010 and its controlling sources.

Include an auditable row for CHG-067-09 (SBP-067-12).

Ground CHG-067-09's id in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's system in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's object_type in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's record_id in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's operation in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's field in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's before in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's after in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's reason in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's primary_source in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's corroborating_source in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's gong_evidence_id in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's owner in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's deadline in the released record for 0Q0SB067000011 and its controlling sources.

Ground CHG-067-09's portfolio_key in the released record for 0Q0SB067000011 and its controlling sources.

Include an auditable row for CHG-067-10 (SBP-067-13).

Ground CHG-067-10's id in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's system in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's object_type in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's record_id in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's operation in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's field in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's before in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's after in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's reason in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's primary_source in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's corroborating_source in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's gong_evidence_id in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's owner in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's deadline in the released record for 8006720012 and its controlling sources.

Ground CHG-067-10's portfolio_key in the released record for 8006720012 and its controlling sources.

Include an auditable row for CHG-067-11 (SBP-067-15).

Ground CHG-067-11's id in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's system in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's object_type in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's record_id in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's operation in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's field in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's before in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's after in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's reason in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's primary_source in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's corroborating_source in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's gong_evidence_id in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's owner in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's deadline in the released record for 0Q0SB067000014 and its controlling sources.

Ground CHG-067-11's portfolio_key in the released record for 0Q0SB067000014 and its controlling sources.

Include an auditable row for CHG-067-12 (SBP-067-16).

Ground CHG-067-12's id in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's system in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's object_type in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's record_id in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's operation in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's field in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's before in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's after in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's reason in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's primary_source in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's corroborating_source in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's gong_evidence_id in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's owner in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's deadline in the released record for 8006720015 and its controlling sources.

Ground CHG-067-12's portfolio_key in the released record for 8006720015 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-067-01 with portfolio key SBP-067-01, record 0Q0SB067000000, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-067-02 with portfolio key SBP-067-03, record 8006720002, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-067-03 with portfolio key SBP-067-04, record 0Q0SB067000003, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-067-04 with portfolio key SBP-067-05, record 8006720004, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-067-05 with portfolio key SBP-067-06, record 0Q0SB067000005, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-067-06 with portfolio key SBP-067-07, record 8006720006, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-067-07 with portfolio key SBP-067-08, record 0Q0SB067000007, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-067-08 with portfolio key SBP-067-11, record 8006720010, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-067-09 with portfolio key SBP-067-12, record 0Q0SB067000011, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-067-10 with portfolio key SBP-067-13, record 8006720012, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-067-11 with portfolio key SBP-067-15, record 0Q0SB067000014, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-067-12 with portfolio key SBP-067-16, record 8006720015, field transition 'unreviewed' to 'ready_with_conditions', 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 2026-09-05 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 policy-compliant quote progression unfinished for Fir AI Platform.


# Grove currency-lock validation

## Executive assessment

Quotes use stale currency locks after close dates slipped. Flag affected offers, create repricing tasks, and preserve formally extended locks.

## 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-068-01 — SBP-068-01

System: salesforce; object: Quote; record: 0Q0SB068000000; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-068-01 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_opportunities/001_sbp-068-01_01_opportunities.md and /workspace/documents/03_line_items/017_sbp-068-01_03_line_items.md; Gong insight GE-068-01.
Owner: Amina Yusuf; deadline: 2026-09-09.

### CHG-068-02 — SBP-068-02

System: hubspot; object: deals; record: 8006820001; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-068-02 qualifies for policy-compliant quote progression because security review remains seller-owned; apply security_review under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_opportunities/002_sbp-068-02_01_opportunities.txt and /workspace/documents/03_line_items/018_sbp-068-02_03_line_items.txt; Gong insight GE-068-02.
Owner: Theo Martin; deadline: 2026-09-10.

### CHG-068-03 — SBP-068-04

System: salesforce; object: Quote; record: 0Q0SB068000003; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-068-04 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_opportunities/004_sbp-068-04_01_opportunities.csv and /workspace/documents/03_line_items/020_sbp-068-04_03_line_items.csv; Gong insight GE-068-04.
Owner: Elena Rossi; deadline: 2026-09-12.

### CHG-068-04 — SBP-068-05

System: hubspot; object: deals; record: 8006820004; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-068-05 qualifies for policy-compliant quote progression because buyer explicitly paused the evaluation; apply procurement_timing under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_opportunities/005_sbp-068-05_01_opportunities.eml and /workspace/documents/03_line_items/021_sbp-068-05_03_line_items.eml; Gong insight GE-068-05.
Owner: Maya Chen; deadline: 2026-09-13.

### CHG-068-05 — SBP-068-06

System: salesforce; object: Quote; record: 0Q0SB068000005; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-068-06 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_opportunities/006_sbp-068-06_01_opportunities.xml and /workspace/documents/03_line_items/022_sbp-068-06_03_line_items.xml; Gong insight GE-068-06.
Owner: Jon Bell; deadline: 2026-09-14.

### CHG-068-06 — SBP-068-07

System: hubspot; object: deals; record: 8006820006; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-068-07 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/01_opportunities/007_sbp-068-07_01_opportunities.html and /workspace/documents/03_line_items/023_sbp-068-07_03_line_items.html; Gong insight GE-068-07.
Owner: Priya Raman; deadline: 2026-09-09.

### CHG-068-07 — SBP-068-09

System: salesforce; object: Quote; record: 0Q0SB068000008; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-068-09 qualifies for policy-compliant quote progression because economic buyer confirmed procurement timing; apply support_recovery under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_quotes/009_sbp-068-09_02_quotes.md and /workspace/documents/04_discount_matrix/025_sbp-068-09_04_discount_matrix.md; Gong insight GE-068-09.
Owner: Amina Yusuf; deadline: 2026-09-11.

### CHG-068-08 — SBP-068-11

System: hubspot; object: deals; record: 8006820010; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-068-11 qualifies for policy-compliant quote progression because champion requested a revised mutual action plan; apply identity_ambiguity under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_quotes/011_sbp-068-11_02_quotes.json and /workspace/documents/04_discount_matrix/027_sbp-068-11_04_discount_matrix.json; Gong insight GE-068-11.
Owner: Nora Kim; deadline: 2026-09-13.

### CHG-068-09 — SBP-068-12

System: salesforce; object: Quote; record: 0Q0SB068000011; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-068-12 qualifies for policy-compliant quote progression because finance validation is complete but legal review is open; apply commercial_terms under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_quotes/012_sbp-068-12_02_quotes.csv and /workspace/documents/04_discount_matrix/028_sbp-068-12_04_discount_matrix.csv; Gong insight GE-068-12.
Owner: Elena Rossi; deadline: 2026-09-14.

### CHG-068-10 — SBP-068-14

System: hubspot; object: deals; record: 8006820013; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-068-14 qualifies for policy-compliant quote progression because implementation capacity moved to the following quarter; apply consent_conflict under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_quotes/014_sbp-068-14_02_quotes.xml and /workspace/documents/04_discount_matrix/030_sbp-068-14_04_discount_matrix.xml; Gong insight GE-068-14.
Owner: Jon Bell; deadline: 2026-09-10.

### CHG-068-11 — SBP-068-15

System: salesforce; object: Quote; record: 0Q0SB068000014; field: Readiness_Status__c.
Changed Unreviewed to Ready with Conditions. SBP-068-15 qualifies for policy-compliant quote progression because competitive evaluation narrowed to two vendors; apply single_threaded under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_quotes/015_sbp-068-15_02_quotes.html and /workspace/documents/04_discount_matrix/031_sbp-068-15_04_discount_matrix.html; Gong insight GE-068-15.
Owner: Priya Raman; deadline: 2026-09-11.

### CHG-068-12 — SBP-068-16

System: hubspot; object: deals; record: 8006820015; field: quote_readiness.
Changed unreviewed to ready_with_conditions. SBP-068-16 qualifies for policy-compliant quote progression because renewal notice was acknowledged by procurement; apply stage_evidence_gap under the current 2026-Q4 policy.
Evidence: /workspace/documents/02_quotes/016_sbp-068-16_02_quotes.md and /workspace/documents/04_discount_matrix/032_sbp-068-16_04_discount_matrix.md; Gong insight GE-068-16.
Owner: Luis Ortega; deadline: 2026-09-12.

## 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

Grove currency-lock validation

Prompt: International Deal Desk at Grove Treasury Systems needs your help before the 2026-Q4 operating review. Quotes use stale currency locks after close dates slipped. Flag affected offers, create repricing tasks, and preserve formally extended locks. Work out the defensible discount approval, quote governance, and close readiness, 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 Quote 0Q0SB068000000 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB068000000 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-068-01 on 0Q0SB068000000.

Apply the authorized updateSobjectRecord mutation for CHG-068-01 exactly once.

Confirm hubspot deals 8006820001 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006820001 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-068-02 on 8006820001.

Apply the authorized hubspot_update_object mutation for CHG-068-02 exactly once.

Confirm salesforce Quote 0Q0SB068000003 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB068000003 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-068-03 on 0Q0SB068000003.

Apply the authorized updateSobjectRecord mutation for CHG-068-03 exactly once.

Confirm hubspot deals 8006820004 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006820004 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-068-04 on 8006820004.

Apply the authorized hubspot_update_object mutation for CHG-068-04 exactly once.

Confirm salesforce Quote 0Q0SB068000005 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB068000005 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-068-05 on 0Q0SB068000005.

Apply the authorized updateSobjectRecord mutation for CHG-068-05 exactly once.

Confirm hubspot deals 8006820006 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006820006 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-068-06 on 8006820006.

Apply the authorized hubspot_update_object mutation for CHG-068-06 exactly once.

Confirm salesforce Quote 0Q0SB068000008 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB068000008 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-068-07 on 0Q0SB068000008.

Apply the authorized updateSobjectRecord mutation for CHG-068-07 exactly once.

Confirm hubspot deals 8006820010 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006820010 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-068-08 on 8006820010.

Apply the authorized hubspot_update_object mutation for CHG-068-08 exactly once.

Confirm salesforce Quote 0Q0SB068000011 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB068000011 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-068-09 on 0Q0SB068000011.

Apply the authorized updateSobjectRecord mutation for CHG-068-09 exactly once.

Confirm hubspot deals 8006820013 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006820013 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-068-10 on 8006820013.

Apply the authorized hubspot_update_object mutation for CHG-068-10 exactly once.

Confirm salesforce Quote 0Q0SB068000014 field Readiness_Status__c began as 'Unreviewed'.

Leave salesforce Quote 0Q0SB068000014 field Readiness_Status__c at the supported value 'Ready with Conditions'.

Change only the provider fields authorized for CHG-068-11 on 0Q0SB068000014.

Apply the authorized updateSobjectRecord mutation for CHG-068-11 exactly once.

Confirm hubspot deals 8006820015 field quote_readiness began as 'unreviewed'.

Leave hubspot deals 8006820015 field quote_readiness at the supported value 'ready_with_conditions'.

Change only the provider fields authorized for CHG-068-12 on 8006820015.

Apply the authorized hubspot_update_object mutation for CHG-068-12 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-068-01 (SBP-068-01).

Ground CHG-068-01's id in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's system in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's object_type in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's record_id in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's operation in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's field in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's before in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's after in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's reason in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's primary_source in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's corroborating_source in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's gong_evidence_id in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's owner in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's deadline in the released record for 0Q0SB068000000 and its controlling sources.

Ground CHG-068-01's portfolio_key in the released record for 0Q0SB068000000 and its controlling sources.

Include an auditable row for CHG-068-02 (SBP-068-02).

Ground CHG-068-02's id in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's system in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's object_type in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's record_id in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's operation in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's field in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's before in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's after in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's reason in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's primary_source in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's corroborating_source in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's gong_evidence_id in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's owner in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's deadline in the released record for 8006820001 and its controlling sources.

Ground CHG-068-02's portfolio_key in the released record for 8006820001 and its controlling sources.

Include an auditable row for CHG-068-03 (SBP-068-04).

Ground CHG-068-03's id in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's system in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's object_type in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's record_id in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's operation in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's field in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's before in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's after in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's reason in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's primary_source in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's corroborating_source in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's gong_evidence_id in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's owner in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's deadline in the released record for 0Q0SB068000003 and its controlling sources.

Ground CHG-068-03's portfolio_key in the released record for 0Q0SB068000003 and its controlling sources.

Include an auditable row for CHG-068-04 (SBP-068-05).

Ground CHG-068-04's id in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's system in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's object_type in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's record_id in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's operation in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's field in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's before in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's after in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's reason in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's primary_source in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's corroborating_source in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's gong_evidence_id in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's owner in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's deadline in the released record for 8006820004 and its controlling sources.

Ground CHG-068-04's portfolio_key in the released record for 8006820004 and its controlling sources.

Include an auditable row for CHG-068-05 (SBP-068-06).

Ground CHG-068-05's id in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's system in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's object_type in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's record_id in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's operation in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's field in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's before in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's after in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's reason in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's primary_source in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's corroborating_source in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's gong_evidence_id in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's owner in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's deadline in the released record for 0Q0SB068000005 and its controlling sources.

Ground CHG-068-05's portfolio_key in the released record for 0Q0SB068000005 and its controlling sources.

Include an auditable row for CHG-068-06 (SBP-068-07).

Ground CHG-068-06's id in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's system in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's object_type in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's record_id in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's operation in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's field in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's before in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's after in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's reason in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's primary_source in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's corroborating_source in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's gong_evidence_id in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's owner in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's deadline in the released record for 8006820006 and its controlling sources.

Ground CHG-068-06's portfolio_key in the released record for 8006820006 and its controlling sources.

Include an auditable row for CHG-068-07 (SBP-068-09).

Ground CHG-068-07's id in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's system in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's object_type in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's record_id in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's operation in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's field in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's before in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's after in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's reason in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's primary_source in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's corroborating_source in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's gong_evidence_id in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's owner in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's deadline in the released record for 0Q0SB068000008 and its controlling sources.

Ground CHG-068-07's portfolio_key in the released record for 0Q0SB068000008 and its controlling sources.

Include an auditable row for CHG-068-08 (SBP-068-11).

Ground CHG-068-08's id in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's system in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's object_type in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's record_id in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's operation in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's field in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's before in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's after in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's reason in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's primary_source in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's corroborating_source in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's gong_evidence_id in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's owner in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's deadline in the released record for 8006820010 and its controlling sources.

Ground CHG-068-08's portfolio_key in the released record for 8006820010 and its controlling sources.

Include an auditable row for CHG-068-09 (SBP-068-12).

Ground CHG-068-09's id in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's system in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's object_type in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's record_id in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's operation in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's field in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's before in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's after in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's reason in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's primary_source in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's corroborating_source in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's gong_evidence_id in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's owner in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's deadline in the released record for 0Q0SB068000011 and its controlling sources.

Ground CHG-068-09's portfolio_key in the released record for 0Q0SB068000011 and its controlling sources.

Include an auditable row for CHG-068-10 (SBP-068-14).

Ground CHG-068-10's id in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's system in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's object_type in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's record_id in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's operation in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's field in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's before in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's after in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's reason in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's primary_source in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's corroborating_source in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's gong_evidence_id in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's owner in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's deadline in the released record for 8006820013 and its controlling sources.

Ground CHG-068-10's portfolio_key in the released record for 8006820013 and its controlling sources.

Include an auditable row for CHG-068-11 (SBP-068-15).

Ground CHG-068-11's id in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's system in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's object_type in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's record_id in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's operation in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's field in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's before in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's after in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's reason in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's primary_source in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's corroborating_source in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's gong_evidence_id in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's owner in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's deadline in the released record for 0Q0SB068000014 and its controlling sources.

Ground CHG-068-11's portfolio_key in the released record for 0Q0SB068000014 and its controlling sources.

Include an auditable row for CHG-068-12 (SBP-068-16).

Ground CHG-068-12's id in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's system in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's object_type in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's record_id in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's operation in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's field in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's before in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's after in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's reason in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's primary_source in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's corroborating_source in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's gong_evidence_id in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's owner in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's deadline in the released record for 8006820015 and its controlling sources.

Ground CHG-068-12's portfolio_key in the released record for 8006820015 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-068-01 with portfolio key SBP-068-01, record 0Q0SB068000000, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-068-02 with portfolio key SBP-068-02, record 8006820001, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-068-03 with portfolio key SBP-068-04, record 0Q0SB068000003, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-068-04 with portfolio key SBP-068-05, record 8006820004, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-068-05 with portfolio key SBP-068-06, record 0Q0SB068000005, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-068-06 with portfolio key SBP-068-07, record 8006820006, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-068-07 with portfolio key SBP-068-09, record 0Q0SB068000008, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-068-08 with portfolio key SBP-068-11, record 8006820010, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-068-09 with portfolio key SBP-068-12, record 0Q0SB068000011, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-068-10 with portfolio key SBP-068-14, record 8006820013, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

Explain CHG-068-11 with portfolio key SBP-068-15, record 0Q0SB068000014, field transition 'Unreviewed' to 'Ready with Conditions', both source paths, owner, and deadline.

Explain CHG-068-12 with portfolio key SBP-068-16, record 8006820015, field transition 'unreviewed' to 'ready_with_conditions', both source paths, owner, and deadline.

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

Repair only the supported 2026-Q4 records

The controlling and corroborating records effective on 2026-09-06 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 policy-compliant quote progression unfinished for Grove Treasury Systems.