{"slug":"operations/FLOW_TRACE_AND_BIZOPS_STEPS","title":"Current Surface-Binding Doctrine","section":"operations","sectionLabel":"Operations","status":"unclassified","type":"document","path":"operations/FLOW_TRACE_AND_BIZOPS_STEPS.mdx","bytes":3176,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"## Current Surface-Binding Doctrine\n\n- Operational Workbench = the primary work surface; left sidebar nav; Twin sidebar pops out when needed.\n- Twin Workbench = full AI ecosystem surface (skills, knowledge, agents, prompts, conversational library).\n- Governance is embedded at every layer — not a separate workbench.\n- OpenWebUI is not the customer-facing product shell.\n- Twin / OpenWebUI runtime surfaces use the canonical Forest + Paper system language.\n- Midnight Executive is investor-deck / fundraising language only.\n\nUse older L1/L2 / workspace / knowledge-UI language in this file through that boundary if any historical phrasing remains.\n\n---\n\n# Flow Trace & BizOps Steps\n\n## Flow A Trace (Structured Data)\n\n```\n1. Connector OAuth complete (e.g. HubSpot)\n2. classifyConnector(\"hubspot\") → \"A\"\n3. triggerInitialConnectorHydration() → Loader queue\n4. Loader: creamy extract (30 days) → Pipeline queue\n5. Normalizer S1: Analyze (detect entity type)\n6. Normalizer S2: Classify (assign category)\n7. Normalizer S3: Filter (schema-allowed types only)\n8. Normalizer S4: Refine (normalize fields, split composites)\n9. Normalizer S5: Extract (priority fields only per schema)\n10. Normalizer S6: Validate (type checks, required fields)\n11. Normalizer S7: Sanity (anomaly detection, score ≥ 70)\n12. Normalizer S7.5: Identity Resolution (dedup detection)\n13. Normalizer S8: Sectorize (route to Spine table, write)\n14. Spine-v2: schema-routed write (e.g. cs.account_master)\n15. Entity 360 cache refresh\n16. Signal queue → Intelligence service\n17. Twin triggers evaluate → insights generated\n```\n\n## Flow B Trace (Context)\n\n```\n1. Connector OAuth (e.g. Gmail, Slack)\n2. classifyConnector(\"gmail\") → \"B\"\n3. Loader extracts emails/messages\n4. Pipeline processes (same 8 stages)\n5. Spine write (structured metadata)\n6. Knowledge queue → Knowledge service\n7. Embedding generated → knowledge_extractions table\n8. Entity 360 Context layer populated\n```\n\n## Flow C Trace (AI)\n\n```\n1. AI source connected (MCP, Claude, etc.)\n2. classifyConnector(\"claude\") → \"C\"\n3. D1 buffer initialized\n4. Content arrives → flow_c_config evaluated\n5. Triage bot extracts entities/facts\n6. Auto-approve or HITL review\n7. Approved → Triage Bot review → approved knowledge\n8. Entity 360 Memory layer populated\n9. Twin memory_conflict trigger evaluates\n```\n\n## BizOps Data Steps\n\n### Founder Ops View\n\n```\nuseHydrateProjection(\"bizops\") → slot resolution → provider fetch\nuseWorkspaceEntities(\"account\") → /api/v1/workspace/entities?entity_type=account\nuseWorkspaceEntities(\"opportunity\") → pipeline data\nuseWorkspaceEntities(\"ops_metric\") → operational metrics\nuseWorkspaceEntities(\"generated_insight\") → AI signals\n→ Render: MRR, pipeline, clients, deals, tasks, signals\n```\n\n### CEO View\n\n```\nSame hooks + useWorkspaceEntities(\"okr\")\n→ Render: ARR, pipeline, customers, OKR progress, critical signals\n```\n\n### COO View\n\n```\nSame + workflow, cross_dept_initiative, kpi\n→ Render: active workflows, initiatives, KPI tracker\n```\n\n### CIO/CTO View\n\n```\nSame + filter ops_metrics for tech keywords\n→ Render: integrations, incidents, tech metrics, tech signals\n```\n"}