{"slug":"business/FIELD_INVENTORY_AND_HUMAN_COGNITION","title":"IntegrateWise — Complete Field Inventory & Human Cognition Layer","section":"business","sectionLabel":"Business","status":"unclassified","type":"document","path":"business/FIELD_INVENTORY_AND_HUMAN_COGNITION.mdx","bytes":95851,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n> **Version:** 2.0 | **Date:** May 29, 2026 | **Classification:** Internal — Engineering + Product\n> **Source of truth:** `packages/types/src/schema.ts` (DOMAIN_SPINE_CONFIG + DEFAULT_FIELD_POLICIES), `packages/spineDb/migrations/001_core_schema.sql`, `032_governed_proposals.sql`\n> **Owner:** Nirmal, Founder\n\n---\n\n## Part I — The Core Insight\n\nThe existing field inventory is built around data entities — the engineering way of thinking.\nA founder, COO, or ops lead doesn't think \"show me the `opportunity` entity with `stage` and `probability` fields.\"\nThey think in **questions, situations, and moments of anxiety.**\n\n> **Data systems model entities. Humans model situations.**\n\nThe entire gap between \"a CRM that nobody likes using\" and \"a tool that feels like it thinks like me\" lives in this distinction.\n\n### The Five Cognitive Modes\n\nEvery human cycles through these modes in a single morning. The system must meet them in whichever mode they're in right now.\n\n| Mode | Question | What it needs |\n| -------------- | ----------------------------------------------- | ------------------------------------------ |\n| **Understand** | \"Explain the situation to me\" | Pulse check + narrative story per entity |\n| **Act** | \"What needs my attention right now?\" | Triage list + decision queue, cross-domain |\n| **Plan** | \"What's the timeline of commitments?\" | Forward view + accountability check |\n| **Connect** | \"Who's involved and what's their state?\" | Relationship graph, not contact records |\n| **Reflect** | \"Why did we do it this way, what did we learn?\" | Decisions log + post-mortems + win/loss |\n\nThese are not tabs. Not pages. One interface that shifts emphasis.\n\n### \"My Desk\" — The Contract With the User\n\nThe implicit promise: \"open this and you will know what you need to know to do your job today.\"\n\n```\nFIRES (things broken or about to break)\n - Overdue tasks assigned to me\n - Commitments I made that are past due\n - Accounts / deals that went quiet (no activity in X days)\n - Approvals waiting on me (with age)\n - Blockers I own that are unresolved\n\nFOCUS (what I'm working on today)\n - Tasks due today\n - Meetings today (with prep context: who, what account, last touchpoint)\n - Proposals / contracts awaiting response\n\nFOLLOWING (things I'm watching but don't own)\n - Deals I'm involved in\n - Projects I'm a stakeholder on\n - Accounts I care about\n\nFORWARD (what's coming that I need to prepare for)\n - Renewals in 30 days\n - Deadlines in 7 days\n - Commitments due this week\n```\n\n---\n\n## Part II — Spine Schema: Core Tables (001_core_schema.sql)\n\nThese are the actual Spine DB tables. Every domain projection reads from these.\n\n### `entities` — The Universal Entity Store\n\n```\nid UUID PK\ntenant_id UUID FK → tenants\nentity_type TEXT -- account | contact | deal | task | project | meeting | document | (100+ types)\nname TEXT\nslug TEXT\nsource TEXT -- hubspot | salesforce | manual | csv | mcp\nsource_id TEXT -- ID in source system\ndata JSONB -- all normalized entity fields (priority_fields from schema)\ntags TEXT[]\nstatus TEXT -- active | inactive | archived\nhealth_score NUMERIC(3,2) -- 0.00 to 1.00\nlast_synced_at TIMESTAMPTZ\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\nUnique index: `(tenant_id, source, source_id)` — idempotent upsert.\n\n### `signals` — Think Engine Outputs\n\n```\nid UUID PK\ntenant_id UUID FK\nsignal_type TEXT -- health_change | churn_risk | engagement_drop | anomaly | opportunity\nseverity TEXT -- critical | high | medium | low | info\ntitle TEXT\ndescription TEXT\nentity_id UUID FK → entities\ngoal_refs UUID[]\nevidence JSONB -- { source, data, confidence: 0.85 }\nagent_id TEXT -- AGT-001 etc\nstatus TEXT -- active | acknowledged | resolved | dismissed\ncreated_at TIMESTAMPTZ\n```\n\n### `actions` — Act Engine (pending + completed)\n\n```\nid UUID PK\ntenant_id UUID FK\ntitle TEXT\naction_type TEXT -- create_task | update_deal | send_message | custom\ntarget_tool TEXT -- hubspot | salesforce | slack | etc\npayload JSONB -- action parameters\nstatus TEXT -- pending_approval | approved | executing | completed | failed | denied\napproval_token UUID\napproved_by UUID FK → auth.users\napproved_at TIMESTAMPTZ\nresult JSONB\nsignal_id UUID FK → signals\nentity_id UUID FK → entities\ngoal_refs UUID[]\nagent_id TEXT\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n### `goals`\n\n```\nid UUID PK\ntenant_id UUID FK\nuser_id UUID FK → auth.users\ntitle TEXT\ndescription TEXT\ngoal_type TEXT -- business | personal | team\ntarget_value NUMERIC\ncurrent_value NUMERIC\nunit TEXT\nstatus TEXT -- active | achieved | paused | abandoned\ndue_date TIMESTAMPTZ\nentity_refs UUID[]\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n### `proposals` — Governed Cognition (032_governed_proposals.sql)\n\n```\nid UUID PK\ntenant_id UUID\nstatus ENUM -- draft | pending_review | approved | rejected | executing | completed | failed | superseded\ngovernance_level ENUM -- auto | manual | restricted\noriginating_entity_id TEXT\noriginating_entity_type TEXT\noriginating_signal JSONB -- signal_id, category, confidence, severity, key_indicators, reasoning\nlineage_id UUID -- shared across reasoning chain (immutable)\nparent_proposal_id UUID FK → proposals\naction_type ENUM -- notify | create_task | update_entity | escalate | schedule_call |\n -- trigger_workflow | draft_communication | create_record |\n -- archive_entity | request_data | custom\naction_target JSONB\naction_parameters JSONB\naction_description TEXT\nconfidence NUMERIC(4,3) -- 0.000 to 1.000\nreasoning_summary TEXT\nevidence_count INTEGER\npolicy_id UUID\nreview_deadline TIMESTAMPTZ\nreviewed_by TEXT\nreviewed_at TIMESTAMPTZ\nreview_notes TEXT\nexecution_result JSONB\ncontinuity_writeback JSONB\nops_priority ENUM -- low | medium | high | critical\nops_surface ENUM -- queue | tile | notification | command_center | timeline\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n### `hermes_tasks` — Operator Task Ledger (030_hermes_continuity.sql)\n\n```\nid UUID PK\ntenant_id UUID FK\nsession_id TEXT\ntitle TEXT\ndescription TEXT\nstatus TEXT -- pending | in_progress | blocked | completed | cancelled\npriority TEXT -- critical | high | medium | low\nowner TEXT -- hermes | nirmal | subagent\nparent_task_id UUID FK → hermes_tasks\nentity_refs JSONB\ncontext_slice JSONB\nresult JSONB\nspine_worthy BOOLEAN\napproved BOOLEAN\nblocked_reason TEXT\nscope TEXT -- personal | org\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\nresolved_at TIMESTAMPTZ\n```\n\n### `knowledge_entries`\n\n```\nid UUID PK\ntenant_id UUID FK\nuser_id UUID FK\nentry_type TEXT -- ai_session | document | note | meeting_summary\ntitle TEXT\ncontent TEXT\nsource TEXT -- claude | chatgpt | upload | manual\nentity_refs UUID[]\ngoal_refs UUID[]\ntags TEXT[]\nembedding vector(1536) -- pgvector semantic search\nmetadata JSONB\ncreated_at TIMESTAMPTZ\n```\n\n---\n\n## Part III — Domain Field Inventory (from DOMAIN_SPINE_CONFIG in schema.ts)\n\nEach domain section lists: entity types, every priority field per entity, and the canonical field policy where it exists.\n\n---\n\n### CUSTOMER SUCCESS (18 entity types)\n\n**Spine projection:** `cs` | **Config key:** `CUSTOMER_SUCCESS`\n**Connectors:** Salesforce, HubSpot, Zendesk, Slack, Gmail, Jira, Datadog\n\n**Entity types:** account, contact, success_plan, ticket, engagement, contract, people_team, business_context, strategic_objective, capability, value_stream, api_portfolio, platform_health_metric, initiative, risk_register, stakeholder_outcome, generated_insight, task\n\n#### `account`\n\n```\nhealth_score NUMERIC(3,2) -- 0.00–1.00\nhealth_score_trend TEXT -- improving | stable | declining\nhealth_score_change NUMERIC -- delta from last period\nrenewal_risk_level TEXT -- low | medium | high | critical\narr NUMERIC -- Annual Recurring Revenue ($)\nacv NUMERIC -- Annual Contract Value ($)\ncsm_narrative TEXT -- CSM's qualitative summary\ncontract_type TEXT -- standard | enterprise | pilot | custom\ncontract_start_date DATE\ncontract_end_date DATE\nrenewal_date DATE\ndays_to_renewal INTEGER\nexecutive_sponsor_customer TEXT -- customer-side exec sponsor name\nexecutive_sponsor_mulesoft TEXT -- our-side exec sponsor name\ncustomer_annual_revenue NUMERIC\nemployee_count INTEGER\ngeography TEXT\nindustry_vertical TEXT\nindustry_sub_sector TEXT\nengagement_cadence TEXT -- weekly | biweekly | monthly | quarterly\nlast_engagement_date DATE\nnext_engagement_due DATE\n-- From DEFAULT_FIELD_POLICIES (canonical):\nexternal_id TEXT -- REQUIRED\nname TEXT -- REQUIRED\nowner_id TEXT\nowner_name TEXT\nsegment TEXT\nwebsite TEXT\nlifecycle_stage TEXT\nstatus TEXT -- active | inactive | archived\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n#### `contact` (account_contact)\n\n```\nexternal_id TEXT -- REQUIRED\nfull_name TEXT -- REQUIRED (PII)\nfirst_name TEXT -- PII\nlast_name TEXT -- PII\nemail TEXT -- PII\nphone TEXT -- PII\ntitle TEXT\nrole TEXT\naccount_id TEXT\naccount_name TEXT\nowner_id TEXT\nowner_name TEXT\nlifecycle_stage TEXT\nlead_status TEXT\nlast_contacted_at TIMESTAMPTZ\nlast_activity_at TIMESTAMPTZ\nstakeholder_type TEXT -- Champion | Economic Buyer | Influencer | Blocker | Evaluator | End User | Executive Sponsor | Technical Contact\ndepartment TEXT\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n#### `people_team` (internal team member)\n\n```\naccounts_assigned TEXT[] -- list of account IDs\naccount_count INTEGER\ntotal_arr_managed NUMERIC\navg_health_score NUMERIC\nat_risk_account_count INTEGER\nfull_name TEXT\nemail TEXT\nrole TEXT\ndepartment TEXT\nregion TEXT\n```\n\n#### `business_context`\n\n```\nbusiness_model TEXT\nmarket_position TEXT\noperating_environment TEXT\nkey_business_challenges TEXT[]\nstrategic_priorities TEXT[]\ndigital_maturity TEXT -- low | medium | high | advanced\nit_complexity_score INTEGER -- 1–10\nlegacy_system_count INTEGER\ncloud_strategy TEXT\ndata_classification TEXT\n```\n\n#### `strategic_objective`\n\n```\nstrategic_pillar TEXT\nobjective_name TEXT\nbusiness_driver TEXT\nquantified_goal TEXT\ntarget_date DATE\nbusiness_value_usd NUMERIC\nrelevance TEXT\nstatus TEXT -- on_track | at_risk | off_track | completed\nprogress_percent INTEGER -- 0–100\nhealth_indicator TEXT -- green | amber | red\nlinked_capabilities TEXT[]\nlinked_value_streams TEXT[]\nlinked_initiatives TEXT[]\n```\n\n#### `capability`\n\n```\ncapability_domain TEXT\ncurrent_maturity TEXT -- initial | developing | defined | managed | optimizing\ntarget_maturity TEXT\nmaturity_gap TEXT\ngap_status TEXT -- open | in_progress | closed\ninvestment_required NUMERIC\npriority TEXT -- critical | high | medium | low\nimplementation_status TEXT\nbusiness_impact_status TEXT\n```\n\n#### `value_stream`\n\n```\nbusiness_process TEXT\nintegration_endpoints INTEGER\napis_consumed INTEGER\nannual_transaction_volume NUMERIC\ncycle_time_baseline NUMERIC -- days\ncycle_time_current NUMERIC\ncycle_time_target NUMERIC\ncycle_time_reduction NUMERIC -- % improvement\ntotal_business_value NUMERIC\ncustomer_satisfaction NUMERIC -- 0–100\noperational_risk_level TEXT -- low | medium | high | critical\n```\n\n#### `api_portfolio`\n\n```\napi_type TEXT -- REST | GraphQL | SOAP | gRPC | Webhook\nmonthly_transactions NUMERIC\navg_response_time NUMERIC -- ms\nsla_target NUMERIC -- ms\nsla_compliance NUMERIC -- %\nerror_rate NUMERIC -- %\nuptime NUMERIC -- %\nbusiness_criticality TEXT -- low | medium | high | critical\nhealth_status TEXT -- healthy | degraded | critical | unknown\n```\n\n#### `platform_health_metric`\n\n```\nmetric_category TEXT -- performance | reliability | adoption | security\nmetric_type TEXT\ncurrent_value NUMERIC\ntarget_value NUMERIC\nthreshold_warning NUMERIC\nthreshold_critical NUMERIC\nhealth_status TEXT -- healthy | warning | critical\ntrend_is_good BOOLEAN -- true if higher is better\nlast_measured TIMESTAMPTZ\n```\n\n#### `initiative`\n\n```\ninitiative_type TEXT -- adoption | migration | integration | optimization | training\npriority TEXT -- critical | high | medium | low\nphase TEXT -- planning | in_progress | completed | on_hold\nstatus TEXT\ninvestment_amount NUMERIC\nexpected_annual_benefit NUMERIC\nexpected_payback_months INTEGER\nrealized_annual_benefit NUMERIC\nsuccess_criteria TEXT\nblockers TEXT[]\ndays_overdue INTEGER\ntarget_completion_date DATE\nprogress_percentage INTEGER\n```\n\n#### `risk_register`\n\n```\nrisk_category TEXT -- business | technical | operational | renewal | adoption\nimpact TEXT -- low | medium | high | critical\nimpact_score INTEGER -- 1–5\nprobability TEXT -- low | medium | high\nprobability_score INTEGER -- 1–5\nrisk_score INTEGER -- impact_score × probability_score\nrisk_level TEXT -- low | medium | high | critical\nmitigation_strategy TEXT\nmitigation_initiative TEXT\ntarget_resolution_date DATE\nstatus TEXT -- open | in_progress | mitigated | closed\ntitle TEXT\nseverity TEXT\nmitigation_due_date DATE\n```\n\n#### `stakeholder_outcome`\n\n```\nstakeholder_type TEXT -- executive | champion | end_user | technical | procurement\noutcome_statement TEXT\nsuccess_metric TEXT\nbaseline_value NUMERIC\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntarget_achievement_percent NUMERIC\nstatus TEXT -- on_track | at_risk | achieved | not_started\n```\n\n#### `engagement`\n\n```\nexternal_id TEXT -- REQUIRED\ntype TEXT -- REQUIRED (email | call | meeting | qbr | ebr | escalation | check-in)\nsubject TEXT\nbody_preview TEXT -- internal sensitivity\ndirection TEXT -- inbound | outbound\nchannel TEXT\naccount_id TEXT\naccount_name TEXT\ncontact_id TEXT\ncontact_name TEXT\nowner_id TEXT\nowner_name TEXT\nsentiment_score NUMERIC -- -1.0 to 1.0\noutcome TEXT\noccurred_at TIMESTAMPTZ\nduration_minutes INTEGER\nattendees_customer TEXT[]\ncustomer_seniority TEXT -- C-level | VP | Director | Manager | IC\ntopics_discussed TEXT[]\naction_items TEXT[]\nrelationship_depth_score INTEGER -- 1–10\nnext_steps TEXT\nnext_engagement_date DATE\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n#### `success_plan`\n\n```\nexecutive_summary TEXT\nplan_period TEXT -- e.g. \"FY2026\"\nplan_status TEXT -- draft | active | completed | expired\nstrategic_objectives_count INTEGER\nkey_initiatives TEXT[]\ntop_3_risks TEXT[]\nnext_qbr_date DATE\n```\n\n#### `generated_insight`\n\n```\ninsight_text TEXT\nrecommended_action TEXT\nstatus TEXT -- new | acknowledged | actioned | dismissed\nlinked_metric TEXT\nlinked_risk TEXT\nlinked_initiative TEXT\nlinked_objective TEXT\nlinked_opportunity TEXT\nlinked_contact TEXT\ndate_generated TIMESTAMPTZ\nconfidence NUMERIC -- 0.0–1.0\n```\n\n#### `ticket` (in CS context)\n\n```\nexternal_id TEXT -- REQUIRED\nsubject TEXT -- REQUIRED\ndescription TEXT -- internal\nstatus TEXT -- open | in_progress | waiting | resolved | closed\npriority TEXT -- critical | high | medium | low\ncategory TEXT\nsubcategory TEXT\nchannel TEXT -- email | chat | phone | portal\nassigned_to TEXT\nfirst_response_time INTEGER -- minutes\nresolution_time INTEGER -- minutes\nresolved_at TIMESTAMPTZ\ncustomer_sentiment TEXT -- positive | neutral | negative\nescalated BOOLEAN\nreopen_count INTEGER\ntags TEXT[]\nsla_status TEXT -- within_sla | at_risk | breached\naccount_id TEXT\ncontact_id TEXT\ncreated_at TIMESTAMPTZ\nupdated_at TIMESTAMPTZ\n```\n\n#### `contract` (in CS context)\n\n```\nvalue NUMERIC\npayment_terms TEXT\nstart_date DATE\nend_date DATE\nauto_renew BOOLEAN\nbilling_frequency TEXT -- monthly | quarterly | annual\ncontract_type TEXT\n```\n\n#### `task` (in CS context)\n\n```\nlinked_risk TEXT\nlinked_initiative TEXT\nsource TEXT -- manual | jira | asana | linear\nexternal_task_id TEXT\ntask_name TEXT\nstatus TEXT\npriority TEXT\ndue_date DATE\nowner TEXT\n```\n\n---\n\n---\n\n### REVENUE OPERATIONS — RevOps (14 entity types)\n\n**Spine projection:** `revops` | **Config key:** `REVOPS`\n**Connectors:** Salesforce, HubSpot, Stripe, QuickBooks, LinkedIn\n\n**Entity types:** account, opportunity, contact, activity, campaign, pipeline_stage, forecast, quota, territory, comp_plan, revenue_metric, attribution, segment_rule, generated_insight\n\n#### `account` (RevOps lens)\n\n```\narr NUMERIC\nmrr NUMERIC\nsegment TEXT -- enterprise | mid-market | smb | startup\nregion TEXT\nindustry TEXT\nlifecycle_stage TEXT\nowner_id TEXT\nhealth_score NUMERIC\n```\n\n#### `opportunity`\n\n```\nexternal_id TEXT -- REQUIRED\nname TEXT -- REQUIRED\namount NUMERIC\ncurrency TEXT\nstage TEXT -- prospect | qualify | proposal | negotiate | closed_won | closed_lost\npipeline TEXT\nprobability INTEGER -- 0–100\nclose_date DATE\nexpected_close_date DATE\nforecast_category TEXT -- commit | best_case | pipeline | omit\nowner_id TEXT\nsource TEXT\ntype TEXT -- new_business | expansion | renewal | upsell\ndays_in_stage INTEGER\nnext_step TEXT\ncompetitor TEXT\nweighted_amount NUMERIC -- amount × probability\npipeline_id TEXT\ncreated_date DATE\nlast_activity_date DATE\nchampion_contact TEXT\ndecision_date DATE\naccount_id TEXT\naccount_name TEXT\n```\n\n#### `pipeline_stage`\n\n```\nstage_name TEXT\nstage_order INTEGER\nconversion_rate NUMERIC -- %\navg_days_in_stage NUMERIC\ndeal_count INTEGER\ntotal_value NUMERIC\n```\n\n#### `forecast`\n\n```\nperiod TEXT -- e.g. \"2026-Q2\"\ncommitted NUMERIC\nbest_case NUMERIC\npipeline NUMERIC\nclosed NUMERIC\ngap_to_target NUMERIC\nconfidence NUMERIC -- 0.0–1.0\nowner_id TEXT\nquota NUMERIC\nattainment_percent NUMERIC\n```\n\n#### `quota`\n\n```\nperiod TEXT\ntarget_amount NUMERIC\nattained_amount NUMERIC\nattainment_percent NUMERIC\nowner_id TEXT\nterritory_id TEXT\n```\n\n#### `territory`\n\n```\nterritory_name TEXT\nregion TEXT\naccount_count INTEGER\ntotal_arr NUMERIC\nowner_id TEXT\nquota_target NUMERIC\nattainment NUMERIC\npipeline NUMERIC\ncoverage_percent NUMERIC\n```\n\n#### `comp_plan`\n\n```\nplan_name TEXT\nplan_type TEXT -- quota_based | milestone | tiered | hybrid\nbase_salary NUMERIC\note NUMERIC -- On-Target Earnings\naccelerators JSONB -- threshold → multiplier map\neffective_date DATE\n```\n\n#### `revenue_metric`\n\n```\nmetric_name TEXT -- ARR | MRR | NRR | GRR | CAC | LTV | Payback\nmetric_type TEXT\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT -- up | down | flat\nperiod TEXT\nsegment TEXT\nthreshold_warning NUMERIC\nthreshold_critical NUMERIC\n```\n\n#### `attribution`\n\n```\nchannel TEXT\nsource TEXT\nmedium TEXT\nfirst_touch_revenue NUMERIC\nmulti_touch_revenue NUMERIC\ncampaign_id TEXT\nconversion_count INTEGER\nroi NUMERIC -- %\nspend NUMERIC\npipeline_generated NUMERIC\ntime_to_revenue INTEGER -- days\n```\n\n#### `campaign` (RevOps lens)\n\n```\nbudget NUMERIC\nactual_cost NUMERIC\nchannel TEXT\nroi NUMERIC\npipeline_generated NUMERIC\nleads_generated INTEGER\nconversion_rate NUMERIC\n```\n\n---\n\n### SALES OPERATIONS — SalesOps (14 entity types)\n\n**Spine projection:** `salesops` | **Config key:** `SALES`\n**Connectors:** Salesforce, LinkedIn, Calendly, Slack, HubSpot\n\n**Entity types:** account, contact, opportunity, activity, engagement, lead, pipeline_stage, quote, territory, sales_sequence, call_log, email_sequence, competitor_intel, generated_insight\n\n#### `contact` (Sales lens)\n\n```\ntitle TEXT\nlinkedin_url TEXT\nphone TEXT -- PII\ndecision_maker BOOLEAN\nbuying_role TEXT -- champion | economic_buyer | influencer | end_user | blocker\nengagement_score INTEGER -- 0–100\nlast_contacted DATE\npreferred_channel TEXT -- email | call | linkedin | whatsapp\n```\n\n#### `lead`\n\n```\nlead_source TEXT -- organic | paid | referral | outbound | event | partner\nlead_score INTEGER -- 0–100\nstatus TEXT -- new | contacted | qualified | disqualified | converted\nqualification_date DATE\nconversion_date DATE\nicp_match_score INTEGER -- 0–100\nutm_source TEXT\nutm_medium TEXT\nmql_date DATE\nsql_date DATE\nlifecycle_stage TEXT\n```\n\n#### `quote`\n\n```\nquote_amount NUMERIC\ndiscount_percent NUMERIC\nvalid_until DATE\nstatus TEXT -- draft | sent | accepted | rejected | expired\nversion INTEGER\nline_items JSONB\n```\n\n#### `sales_sequence`\n\n```\nsequence_name TEXT\nstep_count INTEGER\nenrolled_count INTEGER\nreply_rate NUMERIC -- %\nmeeting_rate NUMERIC -- %\n```\n\n#### `call_log`\n\n```\nduration INTEGER -- minutes\noutcome TEXT -- connected | voicemail | no_answer | meeting_booked | demo_booked\nsentiment TEXT -- positive | neutral | negative\nnext_action TEXT\nrecording_url TEXT\n```\n\n#### `competitor_intel`\n\n```\ncompetitor_name TEXT\nstrength TEXT\nweakness TEXT\nwin_rate_against NUMERIC -- %\ncommon_objections TEXT[]\n```\n\n#### `activity`\n\n```\ntype TEXT -- call | email | meeting | task | note\nsubject TEXT\noutcome TEXT\noccurred_at TIMESTAMPTZ\nduration_minutes INTEGER\nowner_id TEXT\nentity_id TEXT\nentity_type TEXT\n```\n\n---\n\n---\n\n### MARKETING (15 entity types)\n\n**Spine projection:** `marketing` | **Config key:** `MARKETING`\n**Connectors:** HubSpot, Salesforce, Mailchimp, Google Ads, LinkedIn Ads, Mixpanel, Amplitude\n\n**Entity types:** campaign, contact, account, engagement, lead, landing_page, email_campaign, social_post, content_asset, attribution_touchpoint, ab_test, audience_segment, marketing_metric, generated_insight\n\n#### `campaign`\n\n```\nbudget NUMERIC\nactual_cost NUMERIC\nchannel TEXT -- email | paid_search | paid_social | organic | event | webinar | content | partner\ntarget_audience TEXT\nroi NUMERIC -- %\nleads_generated INTEGER\npipeline_generated NUMERIC\nconversion_rate NUMERIC -- %\nstart_date DATE\nend_date DATE\nstatus TEXT -- draft | active | paused | completed\ncampaign_type TEXT -- awareness | demand_gen | nurture | retention | event\n```\n\n#### `landing_page`\n\n```\nurl TEXT\nvisitors INTEGER\nconversions INTEGER\nconversion_rate NUMERIC -- %\nbounce_rate NUMERIC -- %\navg_time_on_page NUMERIC -- seconds\n```\n\n#### `email_campaign`\n\n```\nsubject TEXT\nsend_count INTEGER\nopen_rate NUMERIC -- %\nclick_rate NUMERIC -- %\nunsubscribe_rate NUMERIC -- %\nrevenue_attributed NUMERIC\ndelivered_count INTEGER\nbounce_count INTEGER\nspam_count INTEGER\n```\n\n#### `social_post`\n\n```\nplatform TEXT -- linkedin | twitter | instagram | facebook | youtube\nengagement_rate NUMERIC -- %\nimpressions INTEGER\nclicks INTEGER\nshares INTEGER\nlikes INTEGER\ncomments INTEGER\nsentiment TEXT -- positive | neutral | negative\npublished_date TIMESTAMPTZ\n```\n\n#### `content_asset`\n\n```\nasset_type TEXT -- blog | ebook | whitepaper | case_study | video | webinar | infographic\ntitle TEXT\ndownloads INTEGER\nviews INTEGER\nleads_generated INTEGER\nfunnel_stage TEXT -- tofu | mofu | bofu\n```\n\n#### `attribution_touchpoint`\n\n```\nchannel TEXT\nsource TEXT\nmedium TEXT\nweight NUMERIC -- 0.0–1.0\nrevenue_attributed NUMERIC\nmodel_type TEXT -- first_touch | last_touch | linear | time_decay | data_driven\n```\n\n#### `ab_test`\n\n```\ntest_name TEXT\nvariant_a TEXT\nvariant_b TEXT\nwinner TEXT -- a | b | inconclusive\nconfidence NUMERIC -- %\nlift_percent NUMERIC\n```\n\n#### `audience_segment`\n\n```\nsegment_name TEXT\nsize INTEGER\ncriteria JSONB\nengagement_rate NUMERIC\nconversion_rate NUMERIC\n```\n\n#### `marketing_metric`\n\n```\nmetric_name TEXT -- MQL | SQL | CAC | LTV:CAC | Pipeline Generated | Campaign ROI\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\nperiod TEXT\ncac NUMERIC\nltv_cac_ratio NUMERIC\n```\n\n---\n\n### FINANCE (15 entity types)\n\n**Spine projection:** `finance` | **Config key:** `FINANCE`\n**Connectors:** QuickBooks, Xero, Stripe, Razorpay, SAP, Excel\n\n**Entity types:** invoice, contract, account, opportunity, expense, budget, revenue_entry, payment, tax_filing, financial_report, vendor, cost_center, forecast_entry, compliance_item, generated_insight\n\n#### `invoice`\n\n```\ninvoice_number TEXT\namount NUMERIC\ncurrency TEXT\nstatus TEXT -- draft | sent | partial | paid | overdue | written_off\ndue_date DATE\npaid_date DATE\npayment_method TEXT\nline_items JSONB\ntax_amount NUMERIC\ndiscount NUMERIC\naging_bucket TEXT -- current | 1-30 | 31-60 | 61-90 | 90+\ncustomer_id TEXT\ncustomer_name TEXT\nsubmitted_by TEXT\napproved_by TEXT\nrecognized_revenue NUMERIC\ndeferred_revenue NUMERIC\ndays_overdue INTEGER\nfollow_up_sent BOOLEAN\nfollow_up_date DATE\nbalance_outstanding NUMERIC\npayment_received NUMERIC\n```\n\n#### `expense`\n\n```\ncategory TEXT -- travel | software | hardware | marketing | payroll | rent | utilities | professional_services\namount NUMERIC\ncurrency TEXT\nvendor TEXT\napproved_by TEXT\nreceipt_url TEXT\ncost_center TEXT\nbudget_id TEXT\nexpense_date DATE\nstatus TEXT -- submitted | approved | rejected | reimbursed\n```\n\n#### `budget`\n\n```\nbudget_name TEXT\nperiod TEXT\nallocated_amount NUMERIC\nspent_amount NUMERIC\nremaining NUMERIC\nutilization_percent NUMERIC\ndepartment TEXT\nline_item TEXT\nvariance NUMERIC\nvariance_percent NUMERIC\nforecast_to_year_end NUMERIC\nstatus TEXT -- on_track | over | under\nowner TEXT\n```\n\n#### `revenue_entry`\n\n```\namount NUMERIC\ntype TEXT -- subscription | one_time | usage | professional_services\nperiod TEXT\nrecognized NUMERIC\ndeferred NUMERIC\nsource TEXT\nsegment TEXT\n```\n\n#### `payment`\n\n```\namount NUMERIC\nmethod TEXT -- card | bank_transfer | upi | cheque | crypto\nstatus TEXT -- pending | processing | completed | failed | refunded\nprocessed_date DATE\nreference TEXT\ngateway TEXT -- stripe | razorpay | paypal | bank\nfees NUMERIC\n```\n\n#### `tax_filing`\n\n```\nfiling_type TEXT -- GST | Income_Tax | TDS | Payroll_Tax | VAT | Corporate_Tax\nperiod TEXT\namount NUMERIC\nstatus TEXT -- pending | filed | paid | overdue\ndue_date DATE\nfiled_date DATE\njurisdiction TEXT\nreference_number TEXT\npenalty NUMERIC\n```\n\n#### `financial_report`\n\n```\nreport_type TEXT -- P&L | Balance_Sheet | Cash_Flow | AR_Aging | AP_Aging\nperiod TEXT\nrevenue NUMERIC\nexpenses NUMERIC\nnet_income NUMERIC\ncash_flow NUMERIC\ngenerated_at TIMESTAMPTZ\n```\n\n#### `vendor` (Finance lens)\n\n```\nvendor_name TEXT\ncategory TEXT\ncontract_value NUMERIC\npayment_terms TEXT -- net_15 | net_30 | net_60 | immediate\nrating INTEGER -- 1–5\nrisk_level TEXT -- low | medium | high\n```\n\n#### `cost_center`\n\n```\ncenter_name TEXT\ndepartment TEXT\nbudget_allocated NUMERIC\nbudget_spent NUMERIC\nheadcount INTEGER\n```\n\n#### `forecast_entry`\n\n```\nperiod TEXT\ntype TEXT -- revenue | expense | cash_flow\nprojected_amount NUMERIC\nconfidence NUMERIC -- 0.0–1.0\nassumptions TEXT\nscenario TEXT -- base | optimistic | pessimistic\n```\n\n#### `compliance_item` (Finance lens)\n\n```\nregulation TEXT -- SOC2 | ISO27001 | GDPR | HIPAA | PCI-DSS | local_tax\nrequirement TEXT\nstatus TEXT -- compliant | non_compliant | in_progress | not_applicable\ndue_date DATE\nowner TEXT\nevidence_url TEXT\nlast_audit DATE\n```\n\n---\n\n---\n\n### CUSTOMER SERVICE / SUPPORT (12 entity types)\n\n**Spine projection:** `service` | **Config key:** `SERVICE`\n**Connectors:** Zendesk, Intercom, Freshdesk, Slack, Salesforce, ServiceNow\n\n**Entity types:** ticket, contact, account, engagement, sla_policy, knowledge_article, csat_survey, escalation, queue, agent_performance, service_metric, generated_insight\n\n#### `sla_policy`\n\n```\npolicy_name TEXT\npriority_level TEXT -- critical | high | medium | low\nfirst_response_target INTEGER -- minutes\nresolution_target INTEGER -- minutes\nbreach_count INTEGER\ncompliance_percent NUMERIC\n```\n\n#### `knowledge_article`\n\n```\ntitle TEXT\ncategory TEXT\nviews INTEGER\nhelpfulness_rating NUMERIC -- 0.0–1.0\nlinked_tickets INTEGER\nstatus TEXT -- draft | published | archived\nlast_updated DATE\n```\n\n#### `csat_survey`\n\n```\nscore INTEGER -- 1–5\nresponse_text TEXT\nticket_id TEXT\nagent_id TEXT\nchannel TEXT\nsubmitted_at TIMESTAMPTZ\n```\n\n#### `escalation`\n\n```\nticket_id TEXT\nescalation_level INTEGER -- 1 | 2 | 3\nreason TEXT\nescalated_to TEXT\nescalated_at TIMESTAMPTZ\nresolved_at TIMESTAMPTZ\noutcome TEXT\n```\n\n#### `queue`\n\n```\nqueue_name TEXT\nticket_count INTEGER\navg_wait_time INTEGER -- minutes\noldest_ticket_age INTEGER -- hours\nagents_online INTEGER\nutilization NUMERIC -- %\n```\n\n#### `agent_performance`\n\n```\nagent_id TEXT\ntickets_resolved INTEGER\navg_resolution_time NUMERIC -- minutes\ncsat_avg NUMERIC\nfirst_contact_resolution_rate NUMERIC -- %\ntickets_escalated INTEGER\nperiod TEXT\n```\n\n#### `service_metric`\n\n```\nmetric_name TEXT -- CSAT | NPS | FCR | AHT | FRT | Backlog | SLA_Compliance\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\navg_handle_time NUMERIC -- minutes\nfirst_response_time NUMERIC -- minutes\nresolution_rate NUMERIC -- %\nbacklog_count INTEGER\n```\n\n---\n\n### PRODUCT & ENGINEERING (16 entity types)\n\n**Spine projection:** `product` | **Config key:** `PRODUCT_ENGINEERING`\n**Connectors:** Jira, GitHub, Linear, Figma, Slack, Notion, Datadog\n\n**Entity types:** task, note, activity, user, feature, bug, sprint, release, incident, repository, pull_request, deployment, feedback, roadmap_item, engineering_metric, generated_insight\n\n#### `feature`\n\n```\nfeature_name TEXT\nstatus TEXT -- planned | in_progress | completed | cancelled | on_hold\npriority TEXT -- critical | high | medium | low\neffort_estimate INTEGER -- story points\nbusiness_value INTEGER -- 1–10\nowner TEXT\ntarget_release TEXT\n```\n\n#### `bug`\n\n```\nseverity TEXT -- critical | high | medium | low\npriority TEXT\nstatus TEXT -- open | investigating | in_progress | resolved | closed\nassigned_to TEXT\naffected_version TEXT\nsteps_to_reproduce TEXT\nresolution TEXT\nreported_at TIMESTAMPTZ\n```\n\n#### `sprint`\n\n```\nsprint_name TEXT\nstart_date DATE\nend_date DATE\nvelocity INTEGER -- story points completed\ncommitted_points INTEGER\ncompleted_points INTEGER\nburndown JSONB -- daily remaining points\nstatus TEXT -- active | completed | planned\n```\n\n#### `release`\n\n```\nversion TEXT\nrelease_date DATE\nfeatures_count INTEGER\nbugs_fixed INTEGER\nstatus TEXT -- planned | in_progress | released | rolled_back\nrollback_plan TEXT\n```\n\n#### `incident`\n\n```\nseverity TEXT -- P0 | P1 | P2 | P3\nstatus TEXT -- open | investigating | mitigated | resolved | post_mortem\ntitle TEXT\ndescription TEXT\naffected_services TEXT[]\ndetected_at TIMESTAMPTZ\nresolved_at TIMESTAMPTZ\nmttr_minutes INTEGER -- Mean Time To Resolve\nroot_cause TEXT\npostmortem_url TEXT\n```\n\n#### `repository`\n\n```\nrepo_name TEXT\nlanguage TEXT\nopen_prs INTEGER\nopen_issues INTEGER\nlast_commit TIMESTAMPTZ\ncoverage_percent NUMERIC\n```\n\n#### `pull_request`\n\n```\ntitle TEXT\nauthor TEXT\nstatus TEXT -- open | merged | closed | draft\nreview_count INTEGER\nlines_changed INTEGER\ncycle_time_hours NUMERIC\n```\n\n#### `deployment`\n\n```\nenvironment TEXT -- production | staging | dev\nversion TEXT\nstatus TEXT -- success | failed | in_progress | rolled_back\ndeployed_by TEXT\ndeployed_at TIMESTAMPTZ\nrollback_available BOOLEAN\n```\n\n#### `feedback`\n\n```\nsource TEXT -- in_app | support | survey | sales | social\ncategory TEXT -- bug | feature_request | ux | performance | pricing\nsentiment TEXT -- positive | neutral | negative\nfeature_request TEXT\npriority TEXT\nvotes INTEGER\n```\n\n#### `roadmap_item`\n\n```\ntitle TEXT\nquarter TEXT -- e.g. \"2026-Q3\"\ntheme TEXT\nstatus TEXT -- planned | in_progress | completed | cancelled\nconfidence TEXT -- high | medium | low\nbusiness_impact TEXT\neffort TEXT -- small | medium | large | xl\n```\n\n#### `engineering_metric`\n\n```\nmetric_name TEXT -- Deploy_Frequency | Lead_Time | MTTR | Change_Failure_Rate | Cycle_Time | Coverage\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\ndeploy_frequency NUMERIC -- per week\nlead_time NUMERIC -- hours\nmttr NUMERIC -- minutes\nchange_failure_rate NUMERIC -- %\n```\n\n---\n\n### IT ADMINISTRATION (12 entity types)\n\n**Spine projection:** `it_admin` | **Config key:** `IT_ADMIN`\n**Connectors:** Okta, Azure AD, Jira, ServiceNow, Datadog, Splunk\n\n**Entity types:** system, device, user, incident, change_request, vulnerability, backup, certificate, network_device, license, it_metric, generated_insight\n\n#### `system`\n\n```\nsystem_name TEXT\ntype TEXT -- web_app | database | api | microservice | infrastructure\nenvironment TEXT -- production | staging | dev\nstatus TEXT -- operational | degraded | down | maintenance\nuptime_percent NUMERIC\nowner TEXT\ncriticality TEXT -- critical | high | medium | low\nlast_patched DATE\nversion TEXT\ndependencies TEXT[]\n```\n\n#### `device`\n\n```\ndevice_name TEXT\ntype TEXT -- laptop | desktop | mobile | server | network\nos TEXT\nstatus TEXT -- active | inactive | lost | decommissioned\nassigned_to TEXT\nlast_seen TIMESTAMPTZ\ncompliance_status TEXT -- compliant | non_compliant | unknown\nserial_number TEXT\n```\n\n#### `change_request`\n\n```\ntitle TEXT\ntype TEXT -- standard | normal | emergency\npriority TEXT\nstatus TEXT -- draft | submitted | approved | in_progress | completed | rejected\nrisk_level TEXT -- low | medium | high\nscheduled_date DATE\napproved_by TEXT\nrollback_plan TEXT\n```\n\n#### `vulnerability`\n\n```\ncve_id TEXT\nseverity TEXT -- critical | high | medium | low\naffected_systems TEXT[]\nstatus TEXT -- open | in_progress | patched | accepted | false_positive\npatch_available BOOLEAN\nexploitability TEXT -- active | poc | theoretical\nremediation_deadline DATE\n```\n\n#### `backup`\n\n```\nsystem_name TEXT\nbackup_type TEXT -- full | incremental | differential\nlast_backup TIMESTAMPTZ\nstatus TEXT -- success | failed | in_progress\nsize_gb NUMERIC\nretention_days INTEGER\nrecovery_tested BOOLEAN\n```\n\n#### `certificate`\n\n```\ndomain TEXT\nissuer TEXT\nexpiry_date DATE\ndays_to_expiry INTEGER\nstatus TEXT -- valid | expiring_soon | expired\nauto_renew BOOLEAN\nkey_algorithm TEXT -- RSA-2048 | RSA-4096 | ECDSA-256\n```\n\n#### `network_device`\n\n```\ndevice_name TEXT\ntype TEXT -- router | switch | firewall | load_balancer | vpn\nip_address TEXT -- internal only\nstatus TEXT\nfirmware_version TEXT\nthroughput NUMERIC -- Mbps\nerror_rate NUMERIC -- %\n```\n\n#### `license`\n\n```\nsoftware_name TEXT\nlicense_type TEXT -- per_seat | concurrent | site | enterprise\ntotal_seats INTEGER\nused_seats INTEGER\nutilization_percent NUMERIC\nrenewal_date DATE\nannual_cost NUMERIC\n```\n\n#### `it_metric`\n\n```\nmetric_name TEXT -- Uptime | MTTD | MTTR | Patch_Compliance | Security_Incidents | License_Utilization\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\nuptime_sla NUMERIC -- %\nmean_time_to_detect NUMERIC -- minutes\nmean_time_to_resolve NUMERIC -- minutes\npatch_compliance NUMERIC -- %\n```\n\n---\n\n---\n\n### PROCUREMENT (11 entity types)\n\n**Spine projection:** `procurement` | **Config key:** `PROCUREMENT`\n**Connectors:** SAP, Oracle, Salesforce, Slack, Excel\n\n**Entity types:** vendor, contract, purchase_order, invoice, spend_category, renewal_tracker, savings_initiative, approval_request, compliance_check, procurement_metric, generated_insight\n\n#### `vendor`\n\n```\nvendor_name TEXT\ncategory TEXT -- software | hardware | services | logistics | facilities | marketing\ntier TEXT -- strategic | preferred | approved | spot\ncontract_value NUMERIC\npayment_terms TEXT\nperformance_score INTEGER -- 1–100\nrisk_level TEXT -- low | medium | high | critical\ndiversity_status TEXT -- minority_owned | women_owned | veteran_owned | standard\nsla_compliance NUMERIC -- %\n```\n\n#### `purchase_order`\n\n```\npo_number TEXT\nvendor_id TEXT\namount NUMERIC\nstatus TEXT -- draft | submitted | approved | received | invoiced | closed | cancelled\nrequested_by TEXT\napproved_by TEXT\ndelivery_date DATE\n```\n\n#### `spend_category`\n\n```\ncategory_name TEXT\nbudget_allocated NUMERIC\nactual_spend NUMERIC\nvariance NUMERIC\nvendor_count INTEGER\nperiod TEXT\n```\n\n#### `renewal_tracker`\n\n```\ncontract_id TEXT\nvendor_name TEXT\nrenewal_date DATE\ndays_to_renewal INTEGER\ncurrent_value NUMERIC\nproposed_value NUMERIC\nrisk_level TEXT\naction_required TEXT\nowner TEXT\n```\n\n#### `savings_initiative`\n\n```\ninitiative_name TEXT\ncategory TEXT\ntarget_savings NUMERIC\nrealized_savings NUMERIC\nstatus TEXT -- planned | in_progress | completed | cancelled\nowner TEXT\ntimeline TEXT\n```\n\n#### `approval_request`\n\n```\nrequest_type TEXT -- new_vendor | po_approval | contract_renewal | spend_exception\namount NUMERIC\nvendor TEXT\nstatus TEXT -- pending | approved | rejected | deferred\nrequested_by TEXT\napproved_by TEXT\nurgency TEXT -- high | medium | low\n```\n\n#### `compliance_check`\n\n```\nvendor_id TEXT\ncheck_type TEXT -- insurance | certifications | financial_health | data_security | diversity\nstatus TEXT -- pass | fail | pending | expired\nlast_checked DATE\nnext_due DATE\nfindings TEXT\n```\n\n#### `procurement_metric`\n\n```\nmetric_name TEXT -- Total_Spend | Cost_Savings | Cycle_Time | On_Time_Delivery | Vendor_Count | PO_Compliance\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\ncost_avoidance NUMERIC\ncycle_time_days NUMERIC\non_time_delivery_rate NUMERIC -- %\n```\n\n---\n\n### BIZOPS — Business Operations (15 entity types)\n\n**Spine projection:** `bizops` | **Config key:** `BIZOPS`\n**Also covers:** HR (mapped to BIZOPS), Legal (mapped to BIZOPS), Operations, Project Management\n**Connectors:** Google Workspace, Slack, Calendly, GitHub, Notion, Asana\n\n**Entity types:** account, contact, opportunity, task, campaign, activity, project, workflow, kpi, okr, cross_dept_initiative, resource_allocation, ops_metric, generated_insight\n\n#### `project`\n\n```\nproject_name TEXT\nstatus TEXT -- planning | active | on_hold | completed | cancelled\nowner TEXT\nstart_date DATE\nend_date DATE\nbudget NUMERIC\nprogress_percent INTEGER -- 0–100\ndepartment TEXT\n```\n\n#### `workflow`\n\n```\nworkflow_name TEXT\nstatus TEXT -- active | inactive | draft | archived\ntrigger TEXT -- manual | schedule | event | webhook\nsteps_count INTEGER\nexecutions INTEGER\nsuccess_rate NUMERIC -- %\navg_duration NUMERIC -- seconds\n```\n\n#### `kpi`\n\n```\nkpi_name TEXT\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT -- up | down | flat\nowner TEXT\ndepartment TEXT\nfrequency TEXT -- daily | weekly | monthly | quarterly\ndata_source TEXT\n```\n\n#### `okr`\n\n```\nobjective TEXT\nkey_results JSONB -- [{ kr_text, current, target, unit }]\nowner TEXT\nperiod TEXT -- e.g. \"2026-Q2\"\nprogress_percent INTEGER\nconfidence TEXT -- high | medium | low\nstatus TEXT -- on_track | at_risk | off_track | completed\n```\n\n#### `cross_dept_initiative`\n\n```\ninitiative_name TEXT\ndepartments TEXT[]\nsponsor TEXT\nbudget NUMERIC\nstatus TEXT\nimpact_score INTEGER -- 1–10\ntimeline TEXT\nblockers TEXT[]\ndependencies TEXT[]\n```\n\n#### `resource_allocation`\n\n```\nresource_name TEXT\ndepartment TEXT\nallocation_percent NUMERIC -- 0–100\nproject_id TEXT\nperiod TEXT\nutilization NUMERIC -- %\n```\n\n#### `ops_metric`\n\n```\nmetric_name TEXT\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\ndepartment TEXT\nfrequency TEXT\ndata_source TEXT\n```\n\n---\n\n### HR (mapped to BIZOPS config + HR-specific fields)\n\n**Note:** HR maps to BIZOPS in `DEPARTMENT_TO_CONFIG_KEY`. HR-specific entity types are added via industry/department overlay.\n\n#### `employee`\n\n```\nemployee_id TEXT\nfull_name TEXT -- PII\nemail TEXT -- PII\nphone TEXT -- PII\ndepartment TEXT\nrole TEXT\nmanager_id TEXT\nemployment_type TEXT -- full_time | part_time | contractor | intern\nstatus TEXT -- active | on_leave | terminated | probation\nstart_date DATE\nend_date DATE\nlocation TEXT\nsalary_band TEXT -- internal only\nperformance_rating TEXT -- exceeds | meets | below | not_rated\nlast_review_date DATE\nnext_review_date DATE\n```\n\n#### `job_opening`\n\n```\ntitle TEXT\ndepartment TEXT\nhiring_manager TEXT\nstatus TEXT -- open | on_hold | filled | cancelled\npriority TEXT\ntarget_start_date DATE\napplications_count INTEGER\ninterviews_scheduled INTEGER\noffers_extended INTEGER\n```\n\n#### `leave_request`\n\n```\nemployee_id TEXT\nleave_type TEXT -- annual | sick | maternity | paternity | unpaid | compensatory\nstart_date DATE\nend_date DATE\ndays_count NUMERIC\nstatus TEXT -- pending | approved | rejected | cancelled\napproved_by TEXT\n```\n\n#### `performance_review`\n\n```\nemployee_id TEXT\nreview_period TEXT\nreviewer_id TEXT\nrating TEXT\ngoals_achieved INTEGER\ngoals_total INTEGER\nstrengths TEXT\ndevelopment_areas TEXT\nnext_period_goals TEXT\nstatus TEXT -- draft | submitted | acknowledged\n```\n\n---\n\n### LEGAL (mapped to BIZOPS config + Legal-specific fields)\n\n**Note:** Legal maps to BIZOPS in `DEPARTMENT_TO_CONFIG_KEY`.\n\n#### `contract` (Legal lens)\n\n```\ncontract_id TEXT\ncontract_type TEXT -- MSA | SOW | NDA | SLA | Employment | Vendor | Partnership | License\nparties TEXT[]\nvalue NUMERIC\ncurrency TEXT\nstart_date DATE\nend_date DATE\nauto_renew BOOLEAN\nnotice_period INTEGER -- days\ngoverning_law TEXT\nstatus TEXT -- draft | under_review | executed | expired | terminated | disputed\nowner TEXT\nsigned_by_us TEXT\nsigned_by_them TEXT\nsigned_date DATE\nrenewal_date DATE\ndays_to_renewal INTEGER\nkey_obligations TEXT[]\npayment_terms TEXT\n```\n\n#### `clause`\n\n```\ncontract_id TEXT\nclause_type TEXT -- liability | indemnification | ip_ownership | termination | confidentiality | payment | sla\nclause_text TEXT\nrisk_level TEXT -- low | medium | high | critical\nflagged BOOLEAN\nflag_reason TEXT\n```\n\n#### `obligation`\n\n```\ncontract_id TEXT\nobligation_text TEXT\ndue_date DATE\nowner TEXT\nstatus TEXT -- pending | in_progress | completed | overdue | waived\nrecurrence TEXT -- one_time | monthly | quarterly | annual\n```\n\n#### `legal_matter`\n\n```\nmatter_id TEXT\nmatter_type TEXT -- litigation | regulatory | ip | employment | corporate | compliance\ntitle TEXT\nstatus TEXT -- open | in_progress | resolved | closed\npriority TEXT\nassigned_to TEXT\nexternal_counsel TEXT\nestimated_cost NUMERIC\nactual_cost NUMERIC\nopened_date DATE\ntarget_resolution_date DATE\n```\n\n---\n\n---\n\n### PERSONAL WORKSPACE (8 entity types)\n\n**Spine projection:** `bizops` | **Config key:** `PERSONAL`\n**Connectors:** Google Workspace, Slack, Calendly, GitHub\n\n**Entity types:** task, note, activity, calendar_event, bookmark, goal, daily_reflection\n\n#### `task` (Personal lens)\n\n```\npriority TEXT -- high | medium | low\nstatus TEXT -- todo | in_progress | done | cancelled\ndue_date DATE\ncategory TEXT -- work | personal | health | learning | finance\nenergy_level TEXT -- high | medium | low (when is best to do this)\n```\n\n#### `goal` (Personal)\n\n```\ngoal_name TEXT\ntarget_date DATE\nprogress_percent INTEGER\ncategory TEXT -- career | health | finance | learning | relationships | personal\nmilestones JSONB -- [{ title, due_date, completed }]\n```\n\n#### `daily_reflection`\n\n```\ndate DATE\nwins TEXT[]\nchallenges TEXT[]\nenergy_level TEXT -- high | medium | low\nfocus_score INTEGER -- 1–10\ngratitude TEXT[]\n```\n\n#### `calendar_event`\n\n```\ntitle TEXT\nstart_time TIMESTAMPTZ\nend_time TIMESTAMPTZ\nattendees TEXT[]\nmeeting_type TEXT -- internal | customer | 1on1 | team | external | personal\naction_items TEXT[]\n```\n\n#### `bookmark`\n\n```\nurl TEXT\ntitle TEXT\ndescription TEXT\ntags TEXT[]\nsaved_at TIMESTAMPTZ\n```\n\n---\n\n### STUDENT / TEACHER (11 entity types)\n\n**Spine projection:** `student_teacher` | **Config key:** `STUDENT_TEACHER`\n**Connectors:** Canvas, Moodle, Google Classroom, Blackboard\n\n**Entity types:** student, course, assignment, grade, attendance, discussion, project, learning_objective, intervention, student_metric, generated_insight\n\n#### `student`\n\n```\nstudent_name TEXT\nenrollment_status TEXT -- active | inactive | graduated | withdrawn\ngrade_level TEXT\ngpa NUMERIC -- 0.0–4.0\nattendance_rate NUMERIC -- %\nat_risk BOOLEAN\nadvisor TEXT\nprogram TEXT\ncohort TEXT\nengagement_score INTEGER -- 0–100\n```\n\n#### `course`\n\n```\ncourse_name TEXT\ninstructor TEXT\nenrollment_count INTEGER\navg_grade NUMERIC\ncompletion_rate NUMERIC -- %\nsemester TEXT\ncredits INTEGER\n```\n\n#### `assignment`\n\n```\ntitle TEXT\ncourse_id TEXT\ndue_date DATE\nstatus TEXT -- open | closed | graded\navg_score NUMERIC\nsubmissions INTEGER\nlate_submissions INTEGER\n```\n\n#### `grade`\n\n```\nstudent_id TEXT\ncourse_id TEXT\nassignment_id TEXT\nscore NUMERIC\ngrade_letter TEXT -- A | B | C | D | F\nfeedback TEXT\ngraded_at TIMESTAMPTZ\n```\n\n#### `attendance`\n\n```\nstudent_id TEXT\ncourse_id TEXT\ndate DATE\nstatus TEXT -- present | absent | late | excused\nexcused BOOLEAN\nconsecutive_absences INTEGER\n```\n\n#### `learning_objective`\n\n```\nobjective TEXT\ncourse_id TEXT\nmastery_level TEXT -- not_started | developing | proficient | mastered\nassessment_count INTEGER\navg_score NUMERIC\nstatus TEXT\n```\n\n#### `intervention`\n\n```\nstudent_id TEXT\ntype TEXT -- academic | attendance | behavioral | social_emotional\nreason TEXT\nstatus TEXT -- open | in_progress | resolved | closed\nassigned_to TEXT\nstart_date DATE\nprogress TEXT\noutcome TEXT\nfollow_up_date DATE\n```\n\n#### `student_metric`\n\n```\nmetric_name TEXT -- Retention_Rate | Satisfaction_Score | Placement_Rate | Avg_GPA | At_Risk_Count\ncurrent_value NUMERIC\ntarget_value NUMERIC\ntrend TEXT\nretention_rate NUMERIC -- %\nsatisfaction_score NUMERIC\nplacement_rate NUMERIC -- %\n```\n\n---\n\n---\n\n## Part IV — Cross-Domain Entities (Missing From Current System)\n\nThese are first-class entities that don't exist yet in the schema. They are the connective tissue of operations.\n\n### 1. Commitment\n\nA promise made to a specific person, with a due date, linked to an entity.\n\n```\ncommitment_id\nmade_by TEXT -- internal person\nmade_to TEXT -- customer / team member / investor\ncommitment_text TEXT -- what was promised\ndue_date DATE\nstatus TEXT -- kept | broken | pending | at_risk\nlinked_entity_type TEXT\nlinked_entity_id TEXT\nsource TEXT -- email | meeting | call | slack\n```\n\n### 2. Decision\n\nEvery significant decision, who made it, why, what the outcome was.\n\n```\ndecision_id\ndecision_text TEXT\ndecided_by TEXT\ndecided_on DATE\ncontext TEXT -- why this decision was made\noutcome TEXT -- what happened as a result\nlinked_entities TEXT[]\nreversible BOOLEAN\n```\n\n### 3. Blocker\n\n\"This thing cannot move until X happens.\" Not a task. Not a risk.\n\n```\nblocker_id\nwhat_is_blocked TEXT -- task | deal | project | hire\nblocked_by TEXT -- person | dependency | external factor\nsince_date DATE\nimpact_if_unresolved TEXT\nowner TEXT -- who can unblock this\nstatus TEXT -- active | resolved\n```\n\n### 4. Relationship Record\n\nThe edge between two people — not a contact record, not an account record.\n\n```\nperson_a TEXT -- internal team member\nperson_b TEXT -- external contact\nrelationship_type TEXT -- Champion | Economic Buyer | Influencer | Blocker | Evaluator | End User | Executive Sponsor | Technical Contact\nrelationship_strength TEXT -- Strong | Warm | Neutral | Cold | Unknown\nlast_meaningful_interaction DATE -- NOT just last email — substantive interaction\nwhat_they_care_about TEXT -- their personal priorities\ncommunication_preference TEXT -- Email | Call | LinkedIn | WhatsApp | In Person\nintroduced_by TEXT\nrelationship_owner TEXT -- who on our team owns this\nnotes TEXT -- what you'd tell a colleague before they met this person\n```\n\nKey distinction: `last_meaningful_interaction` ≠ `last_contact_date`.\nA meaningful interaction is one where something was learned, agreed, or advanced.\n\n### 5. Recurring Obligation\n\nThe heartbeat of operations. Not a task — a repeating commitment.\n\n```\nobligation_id\nname TEXT -- \"Monthly board report\", \"Weekly standup\", \"Quarterly GST filing\"\nfrequency TEXT -- daily | weekly | monthly | quarterly | annual\nowner TEXT\nnext_due_date DATE\nlast_completed_date DATE\nstatus TEXT -- on_track | overdue | at_risk\nlinked_entity TEXT\n```\n\n### 6. External Signal\n\nThe thing that changes the meaning of internal data.\n\n```\nsignal_id\nsource_type TEXT -- News | Regulatory | Competitor | Market | Industry | Social | Job_Posting | Funding\nsource_name TEXT\ntitle TEXT\nsummary TEXT -- 2–3 sentences\ndate_captured DATE\nrelevance_score TEXT -- High | Medium | Low\nlinked_entities TEXT[] -- accounts / deals / contacts / products affected\nsignal_type TEXT -- Opportunity | Risk | Neutral\naction_required BOOLEAN\naction_taken TEXT\ncaptured_by TEXT -- Manual | Auto\n```\n\n### 7. Cash Position (Daily)\n\nNot a report — a live state.\n\n```\ndate DATE\nopening_balance NUMERIC\n\n-- CONFIRMED INFLOWS (will definitely arrive today)\nconfirmed_inflows JSONB -- [{ customer, invoice_id, amount }]\n\n-- EXPECTED INFLOWS (should arrive but not confirmed)\nexpected_inflows JSONB -- [{ customer, days_overdue, amount, probability }]\n\n-- CONFIRMED OUTFLOWS (will definitely leave today)\nconfirmed_outflows JSONB -- [{ vendor, type, amount }]\n\n-- EXPECTED OUTFLOWS (bills due this week)\nexpected_outflows JSONB -- [{ vendor, amount, due_date }]\n\nclosing_balance_confirmed NUMERIC\nclosing_balance_with_expected NUMERIC\nrunway_days_confirmed INTEGER -- at current confirmed burn\nrunway_days_expected INTEGER -- including expected flows\n```\n\nThe gap between the two runway numbers is financial risk exposure.\n\n### 8. Unified Approvals Queue (Cross-Domain)\n\n```\napproval_id\nwhat_needs_approval TEXT\nrequested_by TEXT\nrequested_on TIMESTAMPTZ\nurgency TEXT -- high | medium | low\ncontext TEXT\nevidence JSONB\nstatus TEXT -- pending | approved | rejected | deferred\ndecided_by TEXT\ndecided_on TIMESTAMPTZ\ndomain TEXT -- finance | revops | legal | hr | ops\n```\n\n---\n\n## Part V — Fields That Exist But Are Incomplete\n\n### Accounts / Clients — missing fields\n\n- Industry sub-sector (not just industry) — **exists in CS schema, missing in Sales/RevOps**\n- Time zone (for scheduling)\n- Preferred communication channel\n- Decision-making process (who signs, who influences)\n- Budget cycle (when do they plan budgets)\n- Competitive tools they use\n- Why they chose us (win reason)\n- Why they might leave (churn risk reason — specific, not just \"at-risk\")\n\n### Deals — missing fields\n\n- Why we're winning (competitive advantage in this deal)\n- Why we might lose (specific risk)\n- Next step (concrete, dated action) — **exists in REVOPS schema**\n- Economic buyer (who controls the budget)\n- Champion (who wants us to win) — **exists in SALES schema as `champion_contact`**\n- Blocker (who might kill the deal)\n- Mutual action plan (agreed steps with customer)\n\n### Tasks — missing fields\n\n- Waiting on (who/what is this blocked by)\n- Context (why does this task exist)\n- Impact if not done (consequence)\n- Effort estimate — **exists in PRODUCT_ENGINEERING as `story_points`**\n- Linked commitment (was this promised to someone)\n\n### Contacts — missing fields\n\n- Influence level (decision maker / influencer / end user / blocker) — **exists in SALES as `buying_role`**\n- Relationship owner (who on our team owns this relationship)\n- Last meaningful interaction (not just last contact — was it substantive)\n- What they care about (their personal priorities)\n- Communication preference — **exists in SALES schema**\n\n---\n\n## Part VI — The 9-Function Field Map\n\nBusiness Ops is not 9 separate modules. It's 17 entity types viewed through 9 different lenses.\nThe same `contract` entity looks different to Sales (what did we promise), Legal (what are our obligations), Finance (what do we get paid), and Ops (what do we need to deliver).\n\n| Entity | Sales | Marketing | Ops | Product | Growth | Comms | Legal | HR | Finance |\n| ------------------- | ----- | --------- | --- | ------- | ------ | ----- | ----- | --- | ------- |\n| Account / Company | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | | ✓ |\n| Contact / Person | ✓ | ✓ | ✓ | ✓ | | ✓ | ✓ | ✓ | |\n| Deal / Opportunity | ✓ | ✓ | | | ✓ | ✓ | ✓ | | ✓ |\n| Task | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |\n| Contract | ✓ | | ✓ | | | ✓ | ✓ | ✓ | ✓ |\n| Invoice / Bill | ✓ | | ✓ | | | ✓ | | | ✓ |\n| Project / Milestone | | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |\n| Document | ✓ | ✓ | ✓ | ✓ | | ✓ | ✓ | ✓ | ✓ |\n| Event / Meeting | ✓ | ✓ | ✓ | ✓ | | ✓ | ✓ | ✓ | |\n| Commitment | ✓ | ✓ | ✓ | ✓ | | ✓ | ✓ | ✓ | ✓ |\n| Decision | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |\n| Blocker | ✓ | | ✓ | ✓ | ✓ | | | | |\n| Metric / KPI | ✓ | ✓ | ✓ | ✓ | ✓ | | | | ✓ |\n| Experiment | | ✓ | | ✓ | ✓ | | | | |\n| Compliance Item | | | ✓ | | | | ✓ | ✓ | ✓ |\n| Employee / Person | | | ✓ | | | | ✓ | ✓ | ✓ |\n| Vendor | | | ✓ | | | ✓ | ✓ | | ✓ |\n\n---\n\n## Part VII — The Signal Engine Architecture\n\nThe signal engine is the product moat. Not the entity store — the signal engine.\n\n**The distinction:**\n\n- A notification system fires the same alerts for every business: \"you have 3 overdue tasks\"\n- An intelligence system learns the baseline for this specific business and flags deviation: \"this account is behaving differently than it did 30 days ago\"\n\n**What the signal engine needs:**\n\n1. A unified signal table — one place where all signals from all domains land\n2. Baseline learning per entity type per tenant (what's normal for this business)\n3. Deviation detection (not threshold alerts — behavioral change detection)\n4. Cross-domain correlation (the same account has a ticket spike AND a deal going quiet AND a champion who went silent — that's one signal, not three)\n\n**Unified signal schema (from `signals` table in 001_core_schema.sql):**\n\n```\nsignal_id\nentity_type, entity_id\nsignal_type -- going_cold | at_risk | overdue | commitment_breach | external_event | anomaly\n -- health_change | churn_risk | engagement_drop | opportunity\nurgency / severity -- critical | high | medium | low | info\ndescription -- human-readable, not a code\naction_suggested -- what the system recommends\nevidence JSONB -- { source, data, confidence }\ncreated_at\ndomain -- sales | cs | finance | ops | etc.\nagent_id -- which agent generated this\nstatus -- active | acknowledged | resolved | dismissed\n```\n\nEvery domain writes to it. \"My Desk\" reads from it. The Twin reasons over it.\n\n---\n\n## Part VIII — Build Sequence\n\n**Phase 1: Prove the cross-domain aggregation thesis**\nBuild \"My Desk\" with data from three different domains — one task from Sales, one approval from Finance, one renewal from Account Success — all in the same view, sorted by urgency, with no module-switching required.\n\n**Phase 2: The Modes**\nBuild the five cognitive modes (Understand, Act, Plan, Connect, Reflect).\nEach mode is a different layout over the same data.\nSignal engine starts running — computing \"going quiet,\" \"at risk,\" \"overdue.\"\n\n**Phase 3: The Function Lenses**\nSales, Finance, Legal, HR each get their own projection.\nSame data, different emphasis, different fields visible.\nThe function-specific signals activate.\n\n**Phase 4: The Intelligence Layer**\nPattern recognition: \"this account looks like accounts that churned\"\nAnomaly detection: \"this is unusual for this account\"\nPredictive: \"based on current trajectory, you'll miss your Q3 target\"\n\n---\n\n## Part IX — Complete Entity Type Master List\n\n| Entity Type | Config Key | Domains |\n| ---------------------------------------- | ------------------------------------------- | --------------------------------------- |\n| `account` / `account_master` | CUSTOMER_SUCCESS, REVOPS, SALES, FINANCE | CS, BizOps, RevOps, Service |\n| `contact` / `account_contact` | All | CS, BizOps, SalesOps, RevOps, Marketing |\n| `opportunity` / `deal` | REVOPS, SALES, BIZOPS | BizOps, SalesOps, RevOps |\n| `task` / `task_item` | All | All domains |\n| `engagement` | CUSTOMER_SUCCESS, SALES, MARKETING, SERVICE | CS, Sales, Marketing, Service |\n| `success_plan` | CUSTOMER_SUCCESS | Account Success |\n| `initiative` | CUSTOMER_SUCCESS, BIZOPS | CS, BizOps |\n| `strategic_objective` | CUSTOMER_SUCCESS, BIZOPS | CS, BizOps |\n| `capability` | CUSTOMER_SUCCESS | CS |\n| `value_stream` | CUSTOMER_SUCCESS | CS |\n| `api_portfolio` | CUSTOMER_SUCCESS | CS |\n| `platform_health_metric` | CUSTOMER_SUCCESS, IT_ADMIN | CS, IT Admin |\n| `people_team` | CUSTOMER_SUCCESS | CS |\n| `business_context` | CUSTOMER_SUCCESS | CS |\n| `stakeholder_outcome` | CUSTOMER_SUCCESS | CS |\n| `risk_register` / `risk` | CUSTOMER_SUCCESS, BIZOPS | CS, BizOps |\n| `generated_insight` | All | All domains |\n| `pipeline_stage` | REVOPS, SALES | RevOps, SalesOps |\n| `forecast` | REVOPS | RevOps |\n| `quota` | REVOPS | RevOps |\n| `territory` | REVOPS, SALES | RevOps, SalesOps |\n| `comp_plan` | REVOPS | RevOps |\n| `revenue_metric` | REVOPS, FINANCE | RevOps, Finance |\n| `attribution` / `attribution_touchpoint` | REVOPS, MARKETING | RevOps, Marketing |\n| `segment_rule` | REVOPS | RevOps |\n| `lead` | SALES, MARKETING | SalesOps, Marketing |\n| `quote` | SALES | SalesOps |\n| `sales_sequence` / `email_sequence` | SALES | SalesOps |\n| `call_log` | SALES | SalesOps |\n| `competitor_intel` | SALES | SalesOps |\n| `campaign` | MARKETING, REVOPS, BIZOPS | Marketing, RevOps, BizOps |\n| `landing_page` | MARKETING | Marketing |\n| `email_campaign` | MARKETING | Marketing |\n| `social_post` | MARKETING | Marketing |\n| `content_asset` | MARKETING | Marketing |\n| `ab_test` | MARKETING | Marketing |\n| `audience_segment` | MARKETING | Marketing |\n| `marketing_metric` | MARKETING | Marketing |\n| `invoice` | FINANCE, REVOPS | Finance, RevOps |\n| `expense` | FINANCE | Finance |\n| `budget` | FINANCE, BIZOPS | Finance, BizOps |\n| `revenue_entry` | FINANCE | Finance |\n| `payment` | FINANCE | Finance |\n| `tax_filing` | FINANCE | Finance |\n| `financial_report` | FINANCE | Finance |\n| `cost_center` | FINANCE | Finance |\n| `forecast_entry` | FINANCE | Finance |\n| `compliance_item` | FINANCE, IT_ADMIN, PROCUREMENT | Finance, IT, Procurement |\n| `ticket` | SERVICE, CUSTOMER_SUCCESS | Service, CS |\n| `sla_policy` | SERVICE | Service |\n| `knowledge_article` | SERVICE | Service |\n| `csat_survey` | SERVICE | Service |\n| `escalation` | SERVICE | Service |\n| `queue` | SERVICE | Service |\n| `agent_performance` | SERVICE | Service |\n| `service_metric` | SERVICE | Service |\n| `feature` / `epic` | PRODUCT_ENGINEERING | Product/Engineering |\n| `bug` | PRODUCT_ENGINEERING | Product/Engineering |\n| `sprint` | PRODUCT_ENGINEERING | Product/Engineering |\n| `release` | PRODUCT_ENGINEERING | Product/Engineering |\n| `incident` | PRODUCT_ENGINEERING, IT_ADMIN | Product, IT |\n| `repository` | PRODUCT_ENGINEERING | Product/Engineering |\n| `pull_request` | PRODUCT_ENGINEERING | Product/Engineering |\n| `deployment` | PRODUCT_ENGINEERING | Product/Engineering |\n| `feedback` | PRODUCT_ENGINEERING | Product/Engineering |\n| `roadmap_item` | PRODUCT_ENGINEERING | Product/Engineering |\n| `engineering_metric` | PRODUCT_ENGINEERING | Product/Engineering |\n| `system` | IT_ADMIN | IT Admin |\n| `device` | IT_ADMIN | IT Admin |\n| `change_request` | IT_ADMIN | IT Admin |\n| `vulnerability` | IT_ADMIN | IT Admin |\n| `backup` | IT_ADMIN | IT Admin |\n| `certificate` | IT_ADMIN | IT Admin |\n| `network_device` | IT_ADMIN | IT Admin |\n| `license` | IT_ADMIN | IT Admin |\n| `it_metric` | IT_ADMIN | IT Admin |\n| `vendor` | PROCUREMENT, FINANCE | Procurement, Finance |\n| `purchase_order` | PROCUREMENT | Procurement |\n| `spend_category` | PROCUREMENT | Procurement |\n| `renewal_tracker` | PROCUREMENT | Procurement |\n| `savings_initiative` | PROCUREMENT | Procurement |\n| `approval_request` | PROCUREMENT | Procurement |\n| `compliance_check` | PROCUREMENT | Procurement |\n| `procurement_metric` | PROCUREMENT | Procurement |\n| `project` | BIZOPS | BizOps |\n| `workflow` | BIZOPS | BizOps |\n| `kpi` | BIZOPS | BizOps |\n| `okr` | BIZOPS | BizOps |\n| `cross_dept_initiative` | BIZOPS | BizOps |\n| `resource_allocation` | BIZOPS | BizOps |\n| `ops_metric` | BIZOPS | BizOps |\n| `employee` | HR (→ BIZOPS) | HR |\n| `job_opening` | HR (→ BIZOPS) | HR |\n| `leave_request` | HR (→ BIZOPS) | HR |\n| `performance_review` | HR (→ BIZOPS) | HR |\n| `contract` | FINANCE, PROCUREMENT, CUSTOMER_SUCCESS | Finance, Legal, CS, Procurement |\n| `clause` | Legal (→ BIZOPS) | Legal |\n| `obligation` | Legal (→ BIZOPS) | Legal |\n| `legal_matter` | Legal (→ BIZOPS) | Legal |\n| `calendar_event` | PERSONAL, BIZOPS | Personal, BizOps |\n| `bookmark` | PERSONAL | Personal |\n| `goal` | PERSONAL | Personal |\n| `daily_reflection` | PERSONAL | Personal |\n| `student` | STUDENT_TEACHER | Education |\n| `course` | STUDENT_TEACHER | Education |\n| `assignment` | STUDENT_TEACHER | Education |\n| `grade` | STUDENT_TEACHER | Education |\n| `attendance` | STUDENT_TEACHER | Education |\n| `learning_objective` | STUDENT_TEACHER | Education |\n| `intervention` | STUDENT_TEACHER | Education |\n| `student_metric` | STUDENT_TEACHER | Education |\n| **`commitment`** | **All — MISSING** | **All domains** |\n| **`decision`** | **All — MISSING** | **All domains** |\n| **`blocker`** | **All — MISSING** | **All domains** |\n| **`relationship_record`** | **All — MISSING** | **All domains** |\n| **`external_signal`** | **All — MISSING** | **All domains** |\n| **`cash_position`** | **Finance — MISSING** | **Finance** |\n| **`recurring_obligation`** | **All — MISSING** | **All domains** |\n\n---\n\n## Part X — Industry Overlay Entity Types\n\nThese entity types activate when a specific industry is selected at onboarding.\n\n| Industry | Extra Entity Types |\n| --------------------- | ----------------------------------------------------------------------------------------- |\n| Professional Services | contract, project, timesheet, service_delivery |\n| Healthcare | contract, compliance_item, patient_encounter, equipment_maintenance |\n| Manufacturing | work_order, supplier, inventory_snapshot, asset, maintenance_schedule, maintenance_record |\n| Automotive | vehicle, part, warranty, service_appointment, maintenance_record |\n| Retail / Commerce | order, inventory, sku |\n| Financial Services | compliance_item, risk_assessment |\n| Logistics | shipment, carrier, warehouse, fleet_maintenance |\n| Media | content_asset, license, royalty |\n| Public Sector | compliance_item, contract, grant |\n| Education | student, course, enrollment |\n\n---\n\n_This document is the canonical field inventory for IntegrateWise L1 surfaces._\n_Source of truth: `packages/types/src/schema.ts` (DOMAIN_SPINE_CONFIG + DEFAULT_FIELD_POLICIES)_\n_Missing entities in Part IV are the delta between \"data retrieval system\" and \"operational intelligence.\"_\n_Last updated: 2026-05-29_\n"}