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IntegrateWise — Complete Field Inventory & Human Cognition Layer
Version: 2.0 | Date: May 29, 2026 | Classification: Internal — Engineering + Product
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
Owner: Nirmal, Founder
Part I — The Core Insight
The existing field inventory is built around data entities — the engineering way of thinking.
A founder, COO, or ops lead doesn't think "show me the opportunity entity with stage and probability fields."
They think in questions, situations, and moments of anxiety.
Data systems model entities. Humans model situations.
The entire gap between "a CRM that nobody likes using" and "a tool that feels like it thinks like me" lives in this distinction.
The Five Cognitive Modes
Every human cycles through these modes in a single morning. The system must meet them in whichever mode they're in right now.
| Mode | Question | What it needs |
|---|---|---|
| Understand | "Explain the situation to me" | Pulse check + narrative story per entity |
| Act | "What needs my attention right now?" | Triage list + decision queue, cross-domain |
| Plan | "What's the timeline of commitments?" | Forward view + accountability check |
| Connect | "Who's involved and what's their state?" | Relationship graph, not contact records |
| Reflect | "Why did we do it this way, what did we learn?" | Decisions log + post-mortems + win/loss |
These are not tabs. Not pages. One interface that shifts emphasis.
"My Desk" — The Contract With the User
The implicit promise: "open this and you will know what you need to know to do your job today."
FIRES (things broken or about to break)
- Overdue tasks assigned to me
- Commitments I made that are past due
- Accounts / deals that went quiet (no activity in X days)
- Approvals waiting on me (with age)
- Blockers I own that are unresolved
FOCUS (what I'm working on today)
- Tasks due today
- Meetings today (with prep context: who, what account, last touchpoint)
- Proposals / contracts awaiting response
FOLLOWING (things I'm watching but don't own)
- Deals I'm involved in
- Projects I'm a stakeholder on
- Accounts I care about
FORWARD (what's coming that I need to prepare for)
- Renewals in 30 days
- Deadlines in 7 days
- Commitments due this week
Part II — Spine Schema: Core Tables (001_core_schema.sql)
These are the actual Spine DB tables. Every domain projection reads from these.
entities — The Universal Entity Store
id UUID PK
tenant_id UUID FK → tenants
entity_type TEXT -- account | contact | deal | task | project | meeting | document | (100+ types)
name TEXT
slug TEXT
source TEXT -- hubspot | salesforce | manual | csv | mcp
source_id TEXT -- ID in source system
data JSONB -- all normalized entity fields (priority_fields from schema)
tags TEXT[]
status TEXT -- active | inactive | archived
health_score NUMERIC(3,2) -- 0.00 to 1.00
last_synced_at TIMESTAMPTZ
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
Unique index: (tenant_id, source, source_id) — idempotent upsert.
signals — Think Engine Outputs
id UUID PK
tenant_id UUID FK
signal_type TEXT -- health_change | churn_risk | engagement_drop | anomaly | opportunity
severity TEXT -- critical | high | medium | low | info
title TEXT
description TEXT
entity_id UUID FK → entities
goal_refs UUID[]
evidence JSONB -- { source, data, confidence: 0.85 }
agent_id TEXT -- AGT-001 etc
status TEXT -- active | acknowledged | resolved | dismissed
created_at TIMESTAMPTZ
actions — Act Engine (pending + completed)
id UUID PK
tenant_id UUID FK
title TEXT
action_type TEXT -- create_task | update_deal | send_message | custom
target_tool TEXT -- hubspot | salesforce | slack | etc
payload JSONB -- action parameters
status TEXT -- pending_approval | approved | executing | completed | failed | denied
approval_token UUID
approved_by UUID FK → auth.users
approved_at TIMESTAMPTZ
result JSONB
signal_id UUID FK → signals
entity_id UUID FK → entities
goal_refs UUID[]
agent_id TEXT
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
goals
id UUID PK
tenant_id UUID FK
user_id UUID FK → auth.users
title TEXT
description TEXT
goal_type TEXT -- business | personal | team
target_value NUMERIC
current_value NUMERIC
unit TEXT
status TEXT -- active | achieved | paused | abandoned
due_date TIMESTAMPTZ
entity_refs UUID[]
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
proposals — Governed Cognition (032_governed_proposals.sql)
id UUID PK
tenant_id UUID
status ENUM -- draft | pending_review | approved | rejected | executing | completed | failed | superseded
governance_level ENUM -- auto | manual | restricted
originating_entity_id TEXT
originating_entity_type TEXT
originating_signal JSONB -- signal_id, category, confidence, severity, key_indicators, reasoning
lineage_id UUID -- shared across reasoning chain (immutable)
parent_proposal_id UUID FK → proposals
action_type ENUM -- notify | create_task | update_entity | escalate | schedule_call |
-- trigger_workflow | draft_communication | create_record |
-- archive_entity | request_data | custom
action_target JSONB
action_parameters JSONB
action_description TEXT
confidence NUMERIC(4,3) -- 0.000 to 1.000
reasoning_summary TEXT
evidence_count INTEGER
policy_id UUID
review_deadline TIMESTAMPTZ
reviewed_by TEXT
reviewed_at TIMESTAMPTZ
review_notes TEXT
execution_result JSONB
continuity_writeback JSONB
ops_priority ENUM -- low | medium | high | critical
ops_surface ENUM -- queue | tile | notification | command_center | timeline
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
hermes_tasks — Operator Task Ledger (030_hermes_continuity.sql)
id UUID PK
tenant_id UUID FK
session_id TEXT
title TEXT
description TEXT
status TEXT -- pending | in_progress | blocked | completed | cancelled
priority TEXT -- critical | high | medium | low
owner TEXT -- hermes | nirmal | subagent
parent_task_id UUID FK → hermes_tasks
entity_refs JSONB
context_slice JSONB
result JSONB
spine_worthy BOOLEAN
approved BOOLEAN
blocked_reason TEXT
scope TEXT -- personal | org
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
resolved_at TIMESTAMPTZ
knowledge_entries
id UUID PK
tenant_id UUID FK
user_id UUID FK
entry_type TEXT -- ai_session | document | note | meeting_summary
title TEXT
content TEXT
source TEXT -- claude | chatgpt | upload | manual
entity_refs UUID[]
goal_refs UUID[]
tags TEXT[]
embedding vector(1536) -- pgvector semantic search
metadata JSONB
created_at TIMESTAMPTZ
Part III — Domain Field Inventory (from DOMAIN_SPINE_CONFIG in schema.ts)
Each domain section lists: entity types, every priority field per entity, and the canonical field policy where it exists.
CUSTOMER SUCCESS (18 entity types)
Spine projection: cs | Config key: CUSTOMER_SUCCESS
Connectors: Salesforce, HubSpot, Zendesk, Slack, Gmail, Jira, Datadog
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
account
health_score NUMERIC(3,2) -- 0.00–1.00
health_score_trend TEXT -- improving | stable | declining
health_score_change NUMERIC -- delta from last period
renewal_risk_level TEXT -- low | medium | high | critical
arr NUMERIC -- Annual Recurring Revenue ($)
acv NUMERIC -- Annual Contract Value ($)
csm_narrative TEXT -- CSM's qualitative summary
contract_type TEXT -- standard | enterprise | pilot | custom
contract_start_date DATE
contract_end_date DATE
renewal_date DATE
days_to_renewal INTEGER
executive_sponsor_customer TEXT -- customer-side exec sponsor name
executive_sponsor_mulesoft TEXT -- our-side exec sponsor name
customer_annual_revenue NUMERIC
employee_count INTEGER
geography TEXT
industry_vertical TEXT
industry_sub_sector TEXT
engagement_cadence TEXT -- weekly | biweekly | monthly | quarterly
last_engagement_date DATE
next_engagement_due DATE
-- From DEFAULT_FIELD_POLICIES (canonical):
external_id TEXT -- REQUIRED
name TEXT -- REQUIRED
owner_id TEXT
owner_name TEXT
segment TEXT
website TEXT
lifecycle_stage TEXT
status TEXT -- active | inactive | archived
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
contact (account_contact)
external_id TEXT -- REQUIRED
full_name TEXT -- REQUIRED (PII)
first_name TEXT -- PII
last_name TEXT -- PII
email TEXT -- PII
phone TEXT -- PII
title TEXT
role TEXT
account_id TEXT
account_name TEXT
owner_id TEXT
owner_name TEXT
lifecycle_stage TEXT
lead_status TEXT
last_contacted_at TIMESTAMPTZ
last_activity_at TIMESTAMPTZ
stakeholder_type TEXT -- Champion | Economic Buyer | Influencer | Blocker | Evaluator | End User | Executive Sponsor | Technical Contact
department TEXT
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
people_team (internal team member)
accounts_assigned TEXT[] -- list of account IDs
account_count INTEGER
total_arr_managed NUMERIC
avg_health_score NUMERIC
at_risk_account_count INTEGER
full_name TEXT
email TEXT
role TEXT
department TEXT
region TEXT
business_context
business_model TEXT
market_position TEXT
operating_environment TEXT
key_business_challenges TEXT[]
strategic_priorities TEXT[]
digital_maturity TEXT -- low | medium | high | advanced
it_complexity_score INTEGER -- 1–10
legacy_system_count INTEGER
cloud_strategy TEXT
data_classification TEXT
strategic_objective
strategic_pillar TEXT
objective_name TEXT
business_driver TEXT
quantified_goal TEXT
target_date DATE
business_value_usd NUMERIC
relevance TEXT
status TEXT -- on_track | at_risk | off_track | completed
progress_percent INTEGER -- 0–100
health_indicator TEXT -- green | amber | red
linked_capabilities TEXT[]
linked_value_streams TEXT[]
linked_initiatives TEXT[]
capability
capability_domain TEXT
current_maturity TEXT -- initial | developing | defined | managed | optimizing
target_maturity TEXT
maturity_gap TEXT
gap_status TEXT -- open | in_progress | closed
investment_required NUMERIC
priority TEXT -- critical | high | medium | low
implementation_status TEXT
business_impact_status TEXT
value_stream
business_process TEXT
integration_endpoints INTEGER
apis_consumed INTEGER
annual_transaction_volume NUMERIC
cycle_time_baseline NUMERIC -- days
cycle_time_current NUMERIC
cycle_time_target NUMERIC
cycle_time_reduction NUMERIC -- % improvement
total_business_value NUMERIC
customer_satisfaction NUMERIC -- 0–100
operational_risk_level TEXT -- low | medium | high | critical
api_portfolio
api_type TEXT -- REST | GraphQL | SOAP | gRPC | Webhook
monthly_transactions NUMERIC
avg_response_time NUMERIC -- ms
sla_target NUMERIC -- ms
sla_compliance NUMERIC -- %
error_rate NUMERIC -- %
uptime NUMERIC -- %
business_criticality TEXT -- low | medium | high | critical
health_status TEXT -- healthy | degraded | critical | unknown
platform_health_metric
metric_category TEXT -- performance | reliability | adoption | security
metric_type TEXT
current_value NUMERIC
target_value NUMERIC
threshold_warning NUMERIC
threshold_critical NUMERIC
health_status TEXT -- healthy | warning | critical
trend_is_good BOOLEAN -- true if higher is better
last_measured TIMESTAMPTZ
initiative
initiative_type TEXT -- adoption | migration | integration | optimization | training
priority TEXT -- critical | high | medium | low
phase TEXT -- planning | in_progress | completed | on_hold
status TEXT
investment_amount NUMERIC
expected_annual_benefit NUMERIC
expected_payback_months INTEGER
realized_annual_benefit NUMERIC
success_criteria TEXT
blockers TEXT[]
days_overdue INTEGER
target_completion_date DATE
progress_percentage INTEGER
risk_register
risk_category TEXT -- business | technical | operational | renewal | adoption
impact TEXT -- low | medium | high | critical
impact_score INTEGER -- 1–5
probability TEXT -- low | medium | high
probability_score INTEGER -- 1–5
risk_score INTEGER -- impact_score × probability_score
risk_level TEXT -- low | medium | high | critical
mitigation_strategy TEXT
mitigation_initiative TEXT
target_resolution_date DATE
status TEXT -- open | in_progress | mitigated | closed
title TEXT
severity TEXT
mitigation_due_date DATE
stakeholder_outcome
stakeholder_type TEXT -- executive | champion | end_user | technical | procurement
outcome_statement TEXT
success_metric TEXT
baseline_value NUMERIC
current_value NUMERIC
target_value NUMERIC
target_achievement_percent NUMERIC
status TEXT -- on_track | at_risk | achieved | not_started
engagement
external_id TEXT -- REQUIRED
type TEXT -- REQUIRED (email | call | meeting | qbr | ebr | escalation | check-in)
subject TEXT
body_preview TEXT -- internal sensitivity
direction TEXT -- inbound | outbound
channel TEXT
account_id TEXT
account_name TEXT
contact_id TEXT
contact_name TEXT
owner_id TEXT
owner_name TEXT
sentiment_score NUMERIC -- -1.0 to 1.0
outcome TEXT
occurred_at TIMESTAMPTZ
duration_minutes INTEGER
attendees_customer TEXT[]
customer_seniority TEXT -- C-level | VP | Director | Manager | IC
topics_discussed TEXT[]
action_items TEXT[]
relationship_depth_score INTEGER -- 1–10
next_steps TEXT
next_engagement_date DATE
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
success_plan
executive_summary TEXT
plan_period TEXT -- e.g. "FY2026"
plan_status TEXT -- draft | active | completed | expired
strategic_objectives_count INTEGER
key_initiatives TEXT[]
top_3_risks TEXT[]
next_qbr_date DATE
generated_insight
insight_text TEXT
recommended_action TEXT
status TEXT -- new | acknowledged | actioned | dismissed
linked_metric TEXT
linked_risk TEXT
linked_initiative TEXT
linked_objective TEXT
linked_opportunity TEXT
linked_contact TEXT
date_generated TIMESTAMPTZ
confidence NUMERIC -- 0.0–1.0
ticket (in CS context)
external_id TEXT -- REQUIRED
subject TEXT -- REQUIRED
description TEXT -- internal
status TEXT -- open | in_progress | waiting | resolved | closed
priority TEXT -- critical | high | medium | low
category TEXT
subcategory TEXT
channel TEXT -- email | chat | phone | portal
assigned_to TEXT
first_response_time INTEGER -- minutes
resolution_time INTEGER -- minutes
resolved_at TIMESTAMPTZ
customer_sentiment TEXT -- positive | neutral | negative
escalated BOOLEAN
reopen_count INTEGER
tags TEXT[]
sla_status TEXT -- within_sla | at_risk | breached
account_id TEXT
contact_id TEXT
created_at TIMESTAMPTZ
updated_at TIMESTAMPTZ
contract (in CS context)
value NUMERIC
payment_terms TEXT
start_date DATE
end_date DATE
auto_renew BOOLEAN
billing_frequency TEXT -- monthly | quarterly | annual
contract_type TEXT
task (in CS context)
linked_risk TEXT
linked_initiative TEXT
source TEXT -- manual | jira | asana | linear
external_task_id TEXT
task_name TEXT
status TEXT
priority TEXT
due_date DATE
owner TEXT
REVENUE OPERATIONS — RevOps (14 entity types)
Spine projection: revops | Config key: REVOPS
Connectors: Salesforce, HubSpot, Stripe, QuickBooks, LinkedIn
Entity types: account, opportunity, contact, activity, campaign, pipeline_stage, forecast, quota, territory, comp_plan, revenue_metric, attribution, segment_rule, generated_insight
account (RevOps lens)
arr NUMERIC
mrr NUMERIC
segment TEXT -- enterprise | mid-market | smb | startup
region TEXT
industry TEXT
lifecycle_stage TEXT
owner_id TEXT
health_score NUMERIC
opportunity
external_id TEXT -- REQUIRED
name TEXT -- REQUIRED
amount NUMERIC
currency TEXT
stage TEXT -- prospect | qualify | proposal | negotiate | closed_won | closed_lost
pipeline TEXT
probability INTEGER -- 0–100
close_date DATE
expected_close_date DATE
forecast_category TEXT -- commit | best_case | pipeline | omit
owner_id TEXT
source TEXT
type TEXT -- new_business | expansion | renewal | upsell
days_in_stage INTEGER
next_step TEXT
competitor TEXT
weighted_amount NUMERIC -- amount × probability
pipeline_id TEXT
created_date DATE
last_activity_date DATE
champion_contact TEXT
decision_date DATE
account_id TEXT
account_name TEXT
pipeline_stage
stage_name TEXT
stage_order INTEGER
conversion_rate NUMERIC -- %
avg_days_in_stage NUMERIC
deal_count INTEGER
total_value NUMERIC
forecast
period TEXT -- e.g. "2026-Q2"
committed NUMERIC
best_case NUMERIC
pipeline NUMERIC
closed NUMERIC
gap_to_target NUMERIC
confidence NUMERIC -- 0.0–1.0
owner_id TEXT
quota NUMERIC
attainment_percent NUMERIC
quota
period TEXT
target_amount NUMERIC
attained_amount NUMERIC
attainment_percent NUMERIC
owner_id TEXT
territory_id TEXT
territory
territory_name TEXT
region TEXT
account_count INTEGER
total_arr NUMERIC
owner_id TEXT
quota_target NUMERIC
attainment NUMERIC
pipeline NUMERIC
coverage_percent NUMERIC
comp_plan
plan_name TEXT
plan_type TEXT -- quota_based | milestone | tiered | hybrid
base_salary NUMERIC
ote NUMERIC -- On-Target Earnings
accelerators JSONB -- threshold → multiplier map
effective_date DATE
revenue_metric
metric_name TEXT -- ARR | MRR | NRR | GRR | CAC | LTV | Payback
metric_type TEXT
current_value NUMERIC
target_value NUMERIC
trend TEXT -- up | down | flat
period TEXT
segment TEXT
threshold_warning NUMERIC
threshold_critical NUMERIC
attribution
channel TEXT
source TEXT
medium TEXT
first_touch_revenue NUMERIC
multi_touch_revenue NUMERIC
campaign_id TEXT
conversion_count INTEGER
roi NUMERIC -- %
spend NUMERIC
pipeline_generated NUMERIC
time_to_revenue INTEGER -- days
campaign (RevOps lens)
budget NUMERIC
actual_cost NUMERIC
channel TEXT
roi NUMERIC
pipeline_generated NUMERIC
leads_generated INTEGER
conversion_rate NUMERIC
SALES OPERATIONS — SalesOps (14 entity types)
Spine projection: salesops | Config key: SALES
Connectors: Salesforce, LinkedIn, Calendly, Slack, HubSpot
Entity types: account, contact, opportunity, activity, engagement, lead, pipeline_stage, quote, territory, sales_sequence, call_log, email_sequence, competitor_intel, generated_insight
contact (Sales lens)
title TEXT
linkedin_url TEXT
phone TEXT -- PII
decision_maker BOOLEAN
buying_role TEXT -- champion | economic_buyer | influencer | end_user | blocker
engagement_score INTEGER -- 0–100
last_contacted DATE
preferred_channel TEXT -- email | call | linkedin | whatsapp
lead
lead_source TEXT -- organic | paid | referral | outbound | event | partner
lead_score INTEGER -- 0–100
status TEXT -- new | contacted | qualified | disqualified | converted
qualification_date DATE
conversion_date DATE
icp_match_score INTEGER -- 0–100
utm_source TEXT
utm_medium TEXT
mql_date DATE
sql_date DATE
lifecycle_stage TEXT
quote
quote_amount NUMERIC
discount_percent NUMERIC
valid_until DATE
status TEXT -- draft | sent | accepted | rejected | expired
version INTEGER
line_items JSONB
sales_sequence
sequence_name TEXT
step_count INTEGER
enrolled_count INTEGER
reply_rate NUMERIC -- %
meeting_rate NUMERIC -- %
call_log
duration INTEGER -- minutes
outcome TEXT -- connected | voicemail | no_answer | meeting_booked | demo_booked
sentiment TEXT -- positive | neutral | negative
next_action TEXT
recording_url TEXT
competitor_intel
competitor_name TEXT
strength TEXT
weakness TEXT
win_rate_against NUMERIC -- %
common_objections TEXT[]
activity
type TEXT -- call | email | meeting | task | note
subject TEXT
outcome TEXT
occurred_at TIMESTAMPTZ
duration_minutes INTEGER
owner_id TEXT
entity_id TEXT
entity_type TEXT
MARKETING (15 entity types)
Spine projection: marketing | Config key: MARKETING
Connectors: HubSpot, Salesforce, Mailchimp, Google Ads, LinkedIn Ads, Mixpanel, Amplitude
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
campaign
budget NUMERIC
actual_cost NUMERIC
channel TEXT -- email | paid_search | paid_social | organic | event | webinar | content | partner
target_audience TEXT
roi NUMERIC -- %
leads_generated INTEGER
pipeline_generated NUMERIC
conversion_rate NUMERIC -- %
start_date DATE
end_date DATE
status TEXT -- draft | active | paused | completed
campaign_type TEXT -- awareness | demand_gen | nurture | retention | event
landing_page
url TEXT
visitors INTEGER
conversions INTEGER
conversion_rate NUMERIC -- %
bounce_rate NUMERIC -- %
avg_time_on_page NUMERIC -- seconds
email_campaign
subject TEXT
send_count INTEGER
open_rate NUMERIC -- %
click_rate NUMERIC -- %
unsubscribe_rate NUMERIC -- %
revenue_attributed NUMERIC
delivered_count INTEGER
bounce_count INTEGER
spam_count INTEGER
social_post
platform TEXT -- linkedin | twitter | instagram | facebook | youtube
engagement_rate NUMERIC -- %
impressions INTEGER
clicks INTEGER
shares INTEGER
likes INTEGER
comments INTEGER
sentiment TEXT -- positive | neutral | negative
published_date TIMESTAMPTZ
content_asset
asset_type TEXT -- blog | ebook | whitepaper | case_study | video | webinar | infographic
title TEXT
downloads INTEGER
views INTEGER
leads_generated INTEGER
funnel_stage TEXT -- tofu | mofu | bofu
attribution_touchpoint
channel TEXT
source TEXT
medium TEXT
weight NUMERIC -- 0.0–1.0
revenue_attributed NUMERIC
model_type TEXT -- first_touch | last_touch | linear | time_decay | data_driven
ab_test
test_name TEXT
variant_a TEXT
variant_b TEXT
winner TEXT -- a | b | inconclusive
confidence NUMERIC -- %
lift_percent NUMERIC
audience_segment
segment_name TEXT
size INTEGER
criteria JSONB
engagement_rate NUMERIC
conversion_rate NUMERIC
marketing_metric
metric_name TEXT -- MQL | SQL | CAC | LTV:CAC | Pipeline Generated | Campaign ROI
current_value NUMERIC
target_value NUMERIC
trend TEXT
period TEXT
cac NUMERIC
ltv_cac_ratio NUMERIC
FINANCE (15 entity types)
Spine projection: finance | Config key: FINANCE
Connectors: QuickBooks, Xero, Stripe, Razorpay, SAP, Excel
Entity types: invoice, contract, account, opportunity, expense, budget, revenue_entry, payment, tax_filing, financial_report, vendor, cost_center, forecast_entry, compliance_item, generated_insight
invoice
invoice_number TEXT
amount NUMERIC
currency TEXT
status TEXT -- draft | sent | partial | paid | overdue | written_off
due_date DATE
paid_date DATE
payment_method TEXT
line_items JSONB
tax_amount NUMERIC
discount NUMERIC
aging_bucket TEXT -- current | 1-30 | 31-60 | 61-90 | 90+
customer_id TEXT
customer_name TEXT
submitted_by TEXT
approved_by TEXT
recognized_revenue NUMERIC
deferred_revenue NUMERIC
days_overdue INTEGER
follow_up_sent BOOLEAN
follow_up_date DATE
balance_outstanding NUMERIC
payment_received NUMERIC
expense
category TEXT -- travel | software | hardware | marketing | payroll | rent | utilities | professional_services
amount NUMERIC
currency TEXT
vendor TEXT
approved_by TEXT
receipt_url TEXT
cost_center TEXT
budget_id TEXT
expense_date DATE
status TEXT -- submitted | approved | rejected | reimbursed
budget
budget_name TEXT
period TEXT
allocated_amount NUMERIC
spent_amount NUMERIC
remaining NUMERIC
utilization_percent NUMERIC
department TEXT
line_item TEXT
variance NUMERIC
variance_percent NUMERIC
forecast_to_year_end NUMERIC
status TEXT -- on_track | over | under
owner TEXT
revenue_entry
amount NUMERIC
type TEXT -- subscription | one_time | usage | professional_services
period TEXT
recognized NUMERIC
deferred NUMERIC
source TEXT
segment TEXT
payment
amount NUMERIC
method TEXT -- card | bank_transfer | upi | cheque | crypto
status TEXT -- pending | processing | completed | failed | refunded
processed_date DATE
reference TEXT
gateway TEXT -- stripe | razorpay | paypal | bank
fees NUMERIC
tax_filing
filing_type TEXT -- GST | Income_Tax | TDS | Payroll_Tax | VAT | Corporate_Tax
period TEXT
amount NUMERIC
status TEXT -- pending | filed | paid | overdue
due_date DATE
filed_date DATE
jurisdiction TEXT
reference_number TEXT
penalty NUMERIC
financial_report
report_type TEXT -- P&L | Balance_Sheet | Cash_Flow | AR_Aging | AP_Aging
period TEXT
revenue NUMERIC
expenses NUMERIC
net_income NUMERIC
cash_flow NUMERIC
generated_at TIMESTAMPTZ
vendor (Finance lens)
vendor_name TEXT
category TEXT
contract_value NUMERIC
payment_terms TEXT -- net_15 | net_30 | net_60 | immediate
rating INTEGER -- 1–5
risk_level TEXT -- low | medium | high
cost_center
center_name TEXT
department TEXT
budget_allocated NUMERIC
budget_spent NUMERIC
headcount INTEGER
forecast_entry
period TEXT
type TEXT -- revenue | expense | cash_flow
projected_amount NUMERIC
confidence NUMERIC -- 0.0–1.0
assumptions TEXT
scenario TEXT -- base | optimistic | pessimistic
compliance_item (Finance lens)
regulation TEXT -- SOC2 | ISO27001 | GDPR | HIPAA | PCI-DSS | local_tax
requirement TEXT
status TEXT -- compliant | non_compliant | in_progress | not_applicable
due_date DATE
owner TEXT
evidence_url TEXT
last_audit DATE
CUSTOMER SERVICE / SUPPORT (12 entity types)
Spine projection: service | Config key: SERVICE
Connectors: Zendesk, Intercom, Freshdesk, Slack, Salesforce, ServiceNow
Entity types: ticket, contact, account, engagement, sla_policy, knowledge_article, csat_survey, escalation, queue, agent_performance, service_metric, generated_insight
sla_policy
policy_name TEXT
priority_level TEXT -- critical | high | medium | low
first_response_target INTEGER -- minutes
resolution_target INTEGER -- minutes
breach_count INTEGER
compliance_percent NUMERIC
knowledge_article
title TEXT
category TEXT
views INTEGER
helpfulness_rating NUMERIC -- 0.0–1.0
linked_tickets INTEGER
status TEXT -- draft | published | archived
last_updated DATE
csat_survey
score INTEGER -- 1–5
response_text TEXT
ticket_id TEXT
agent_id TEXT
channel TEXT
submitted_at TIMESTAMPTZ
escalation
ticket_id TEXT
escalation_level INTEGER -- 1 | 2 | 3
reason TEXT
escalated_to TEXT
escalated_at TIMESTAMPTZ
resolved_at TIMESTAMPTZ
outcome TEXT
queue
queue_name TEXT
ticket_count INTEGER
avg_wait_time INTEGER -- minutes
oldest_ticket_age INTEGER -- hours
agents_online INTEGER
utilization NUMERIC -- %
agent_performance
agent_id TEXT
tickets_resolved INTEGER
avg_resolution_time NUMERIC -- minutes
csat_avg NUMERIC
first_contact_resolution_rate NUMERIC -- %
tickets_escalated INTEGER
period TEXT
service_metric
metric_name TEXT -- CSAT | NPS | FCR | AHT | FRT | Backlog | SLA_Compliance
current_value NUMERIC
target_value NUMERIC
trend TEXT
avg_handle_time NUMERIC -- minutes
first_response_time NUMERIC -- minutes
resolution_rate NUMERIC -- %
backlog_count INTEGER
PRODUCT & ENGINEERING (16 entity types)
Spine projection: product | Config key: PRODUCT_ENGINEERING
Connectors: Jira, GitHub, Linear, Figma, Slack, Notion, Datadog
Entity types: task, note, activity, user, feature, bug, sprint, release, incident, repository, pull_request, deployment, feedback, roadmap_item, engineering_metric, generated_insight
feature
feature_name TEXT
status TEXT -- planned | in_progress | completed | cancelled | on_hold
priority TEXT -- critical | high | medium | low
effort_estimate INTEGER -- story points
business_value INTEGER -- 1–10
owner TEXT
target_release TEXT
bug
severity TEXT -- critical | high | medium | low
priority TEXT
status TEXT -- open | investigating | in_progress | resolved | closed
assigned_to TEXT
affected_version TEXT
steps_to_reproduce TEXT
resolution TEXT
reported_at TIMESTAMPTZ
sprint
sprint_name TEXT
start_date DATE
end_date DATE
velocity INTEGER -- story points completed
committed_points INTEGER
completed_points INTEGER
burndown JSONB -- daily remaining points
status TEXT -- active | completed | planned
release
version TEXT
release_date DATE
features_count INTEGER
bugs_fixed INTEGER
status TEXT -- planned | in_progress | released | rolled_back
rollback_plan TEXT
incident
severity TEXT -- P0 | P1 | P2 | P3
status TEXT -- open | investigating | mitigated | resolved | post_mortem
title TEXT
description TEXT
affected_services TEXT[]
detected_at TIMESTAMPTZ
resolved_at TIMESTAMPTZ
mttr_minutes INTEGER -- Mean Time To Resolve
root_cause TEXT
postmortem_url TEXT
repository
repo_name TEXT
language TEXT
open_prs INTEGER
open_issues INTEGER
last_commit TIMESTAMPTZ
coverage_percent NUMERIC
pull_request
title TEXT
author TEXT
status TEXT -- open | merged | closed | draft
review_count INTEGER
lines_changed INTEGER
cycle_time_hours NUMERIC
deployment
environment TEXT -- production | staging | dev
version TEXT
status TEXT -- success | failed | in_progress | rolled_back
deployed_by TEXT
deployed_at TIMESTAMPTZ
rollback_available BOOLEAN
feedback
source TEXT -- in_app | support | survey | sales | social
category TEXT -- bug | feature_request | ux | performance | pricing
sentiment TEXT -- positive | neutral | negative
feature_request TEXT
priority TEXT
votes INTEGER
roadmap_item
title TEXT
quarter TEXT -- e.g. "2026-Q3"
theme TEXT
status TEXT -- planned | in_progress | completed | cancelled
confidence TEXT -- high | medium | low
business_impact TEXT
effort TEXT -- small | medium | large | xl
engineering_metric
metric_name TEXT -- Deploy_Frequency | Lead_Time | MTTR | Change_Failure_Rate | Cycle_Time | Coverage
current_value NUMERIC
target_value NUMERIC
trend TEXT
deploy_frequency NUMERIC -- per week
lead_time NUMERIC -- hours
mttr NUMERIC -- minutes
change_failure_rate NUMERIC -- %
IT ADMINISTRATION (12 entity types)
Spine projection: it_admin | Config key: IT_ADMIN
Connectors: Okta, Azure AD, Jira, ServiceNow, Datadog, Splunk
Entity types: system, device, user, incident, change_request, vulnerability, backup, certificate, network_device, license, it_metric, generated_insight
system
system_name TEXT
type TEXT -- web_app | database | api | microservice | infrastructure
environment TEXT -- production | staging | dev
status TEXT -- operational | degraded | down | maintenance
uptime_percent NUMERIC
owner TEXT
criticality TEXT -- critical | high | medium | low
last_patched DATE
version TEXT
dependencies TEXT[]
device
device_name TEXT
type TEXT -- laptop | desktop | mobile | server | network
os TEXT
status TEXT -- active | inactive | lost | decommissioned
assigned_to TEXT
last_seen TIMESTAMPTZ
compliance_status TEXT -- compliant | non_compliant | unknown
serial_number TEXT
change_request
title TEXT
type TEXT -- standard | normal | emergency
priority TEXT
status TEXT -- draft | submitted | approved | in_progress | completed | rejected
risk_level TEXT -- low | medium | high
scheduled_date DATE
approved_by TEXT
rollback_plan TEXT
vulnerability
cve_id TEXT
severity TEXT -- critical | high | medium | low
affected_systems TEXT[]
status TEXT -- open | in_progress | patched | accepted | false_positive
patch_available BOOLEAN
exploitability TEXT -- active | poc | theoretical
remediation_deadline DATE
backup
system_name TEXT
backup_type TEXT -- full | incremental | differential
last_backup TIMESTAMPTZ
status TEXT -- success | failed | in_progress
size_gb NUMERIC
retention_days INTEGER
recovery_tested BOOLEAN
certificate
domain TEXT
issuer TEXT
expiry_date DATE
days_to_expiry INTEGER
status TEXT -- valid | expiring_soon | expired
auto_renew BOOLEAN
key_algorithm TEXT -- RSA-2048 | RSA-4096 | ECDSA-256
network_device
device_name TEXT
type TEXT -- router | switch | firewall | load_balancer | vpn
ip_address TEXT -- internal only
status TEXT
firmware_version TEXT
throughput NUMERIC -- Mbps
error_rate NUMERIC -- %
license
software_name TEXT
license_type TEXT -- per_seat | concurrent | site | enterprise
total_seats INTEGER
used_seats INTEGER
utilization_percent NUMERIC
renewal_date DATE
annual_cost NUMERIC
it_metric
metric_name TEXT -- Uptime | MTTD | MTTR | Patch_Compliance | Security_Incidents | License_Utilization
current_value NUMERIC
target_value NUMERIC
trend TEXT
uptime_sla NUMERIC -- %
mean_time_to_detect NUMERIC -- minutes
mean_time_to_resolve NUMERIC -- minutes
patch_compliance NUMERIC -- %
PROCUREMENT (11 entity types)
Spine projection: procurement | Config key: PROCUREMENT
Connectors: SAP, Oracle, Salesforce, Slack, Excel
Entity types: vendor, contract, purchase_order, invoice, spend_category, renewal_tracker, savings_initiative, approval_request, compliance_check, procurement_metric, generated_insight
vendor
vendor_name TEXT
category TEXT -- software | hardware | services | logistics | facilities | marketing
tier TEXT -- strategic | preferred | approved | spot
contract_value NUMERIC
payment_terms TEXT
performance_score INTEGER -- 1–100
risk_level TEXT -- low | medium | high | critical
diversity_status TEXT -- minority_owned | women_owned | veteran_owned | standard
sla_compliance NUMERIC -- %
purchase_order
po_number TEXT
vendor_id TEXT
amount NUMERIC
status TEXT -- draft | submitted | approved | received | invoiced | closed | cancelled
requested_by TEXT
approved_by TEXT
delivery_date DATE
spend_category
category_name TEXT
budget_allocated NUMERIC
actual_spend NUMERIC
variance NUMERIC
vendor_count INTEGER
period TEXT
renewal_tracker
contract_id TEXT
vendor_name TEXT
renewal_date DATE
days_to_renewal INTEGER
current_value NUMERIC
proposed_value NUMERIC
risk_level TEXT
action_required TEXT
owner TEXT
savings_initiative
initiative_name TEXT
category TEXT
target_savings NUMERIC
realized_savings NUMERIC
status TEXT -- planned | in_progress | completed | cancelled
owner TEXT
timeline TEXT
approval_request
request_type TEXT -- new_vendor | po_approval | contract_renewal | spend_exception
amount NUMERIC
vendor TEXT
status TEXT -- pending | approved | rejected | deferred
requested_by TEXT
approved_by TEXT
urgency TEXT -- high | medium | low
compliance_check
vendor_id TEXT
check_type TEXT -- insurance | certifications | financial_health | data_security | diversity
status TEXT -- pass | fail | pending | expired
last_checked DATE
next_due DATE
findings TEXT
procurement_metric
metric_name TEXT -- Total_Spend | Cost_Savings | Cycle_Time | On_Time_Delivery | Vendor_Count | PO_Compliance
current_value NUMERIC
target_value NUMERIC
trend TEXT
cost_avoidance NUMERIC
cycle_time_days NUMERIC
on_time_delivery_rate NUMERIC -- %
BIZOPS — Business Operations (15 entity types)
Spine projection: bizops | Config key: BIZOPS
Also covers: HR (mapped to BIZOPS), Legal (mapped to BIZOPS), Operations, Project Management
Connectors: Google Workspace, Slack, Calendly, GitHub, Notion, Asana
Entity types: account, contact, opportunity, task, campaign, activity, project, workflow, kpi, okr, cross_dept_initiative, resource_allocation, ops_metric, generated_insight
project
project_name TEXT
status TEXT -- planning | active | on_hold | completed | cancelled
owner TEXT
start_date DATE
end_date DATE
budget NUMERIC
progress_percent INTEGER -- 0–100
department TEXT
workflow
workflow_name TEXT
status TEXT -- active | inactive | draft | archived
trigger TEXT -- manual | schedule | event | webhook
steps_count INTEGER
executions INTEGER
success_rate NUMERIC -- %
avg_duration NUMERIC -- seconds
kpi
kpi_name TEXT
current_value NUMERIC
target_value NUMERIC
trend TEXT -- up | down | flat
owner TEXT
department TEXT
frequency TEXT -- daily | weekly | monthly | quarterly
data_source TEXT
okr
objective TEXT
key_results JSONB -- [{ kr_text, current, target, unit }]
owner TEXT
period TEXT -- e.g. "2026-Q2"
progress_percent INTEGER
confidence TEXT -- high | medium | low
status TEXT -- on_track | at_risk | off_track | completed
cross_dept_initiative
initiative_name TEXT
departments TEXT[]
sponsor TEXT
budget NUMERIC
status TEXT
impact_score INTEGER -- 1–10
timeline TEXT
blockers TEXT[]
dependencies TEXT[]
resource_allocation
resource_name TEXT
department TEXT
allocation_percent NUMERIC -- 0–100
project_id TEXT
period TEXT
utilization NUMERIC -- %
ops_metric
metric_name TEXT
current_value NUMERIC
target_value NUMERIC
trend TEXT
department TEXT
frequency TEXT
data_source TEXT
HR (mapped to BIZOPS config + HR-specific fields)
Note: HR maps to BIZOPS in DEPARTMENT_TO_CONFIG_KEY. HR-specific entity types are added via industry/department overlay.
employee
employee_id TEXT
full_name TEXT -- PII
email TEXT -- PII
phone TEXT -- PII
department TEXT
role TEXT
manager_id TEXT
employment_type TEXT -- full_time | part_time | contractor | intern
status TEXT -- active | on_leave | terminated | probation
start_date DATE
end_date DATE
location TEXT
salary_band TEXT -- internal only
performance_rating TEXT -- exceeds | meets | below | not_rated
last_review_date DATE
next_review_date DATE
job_opening
title TEXT
department TEXT
hiring_manager TEXT
status TEXT -- open | on_hold | filled | cancelled
priority TEXT
target_start_date DATE
applications_count INTEGER
interviews_scheduled INTEGER
offers_extended INTEGER
leave_request
employee_id TEXT
leave_type TEXT -- annual | sick | maternity | paternity | unpaid | compensatory
start_date DATE
end_date DATE
days_count NUMERIC
status TEXT -- pending | approved | rejected | cancelled
approved_by TEXT
performance_review
employee_id TEXT
review_period TEXT
reviewer_id TEXT
rating TEXT
goals_achieved INTEGER
goals_total INTEGER
strengths TEXT
development_areas TEXT
next_period_goals TEXT
status TEXT -- draft | submitted | acknowledged
LEGAL (mapped to BIZOPS config + Legal-specific fields)
Note: Legal maps to BIZOPS in DEPARTMENT_TO_CONFIG_KEY.
contract (Legal lens)
contract_id TEXT
contract_type TEXT -- MSA | SOW | NDA | SLA | Employment | Vendor | Partnership | License
parties TEXT[]
value NUMERIC
currency TEXT
start_date DATE
end_date DATE
auto_renew BOOLEAN
notice_period INTEGER -- days
governing_law TEXT
status TEXT -- draft | under_review | executed | expired | terminated | disputed
owner TEXT
signed_by_us TEXT
signed_by_them TEXT
signed_date DATE
renewal_date DATE
days_to_renewal INTEGER
key_obligations TEXT[]
payment_terms TEXT
clause
contract_id TEXT
clause_type TEXT -- liability | indemnification | ip_ownership | termination | confidentiality | payment | sla
clause_text TEXT
risk_level TEXT -- low | medium | high | critical
flagged BOOLEAN
flag_reason TEXT
obligation
contract_id TEXT
obligation_text TEXT
due_date DATE
owner TEXT
status TEXT -- pending | in_progress | completed | overdue | waived
recurrence TEXT -- one_time | monthly | quarterly | annual
legal_matter
matter_id TEXT
matter_type TEXT -- litigation | regulatory | ip | employment | corporate | compliance
title TEXT
status TEXT -- open | in_progress | resolved | closed
priority TEXT
assigned_to TEXT
external_counsel TEXT
estimated_cost NUMERIC
actual_cost NUMERIC
opened_date DATE
target_resolution_date DATE
PERSONAL WORKSPACE (8 entity types)
Spine projection: bizops | Config key: PERSONAL
Connectors: Google Workspace, Slack, Calendly, GitHub
Entity types: task, note, activity, calendar_event, bookmark, goal, daily_reflection
task (Personal lens)
priority TEXT -- high | medium | low
status TEXT -- todo | in_progress | done | cancelled
due_date DATE
category TEXT -- work | personal | health | learning | finance
energy_level TEXT -- high | medium | low (when is best to do this)
goal (Personal)
goal_name TEXT
target_date DATE
progress_percent INTEGER
category TEXT -- career | health | finance | learning | relationships | personal
milestones JSONB -- [{ title, due_date, completed }]
daily_reflection
date DATE
wins TEXT[]
challenges TEXT[]
energy_level TEXT -- high | medium | low
focus_score INTEGER -- 1–10
gratitude TEXT[]
calendar_event
title TEXT
start_time TIMESTAMPTZ
end_time TIMESTAMPTZ
attendees TEXT[]
meeting_type TEXT -- internal | customer | 1on1 | team | external | personal
action_items TEXT[]
bookmark
url TEXT
title TEXT
description TEXT
tags TEXT[]
saved_at TIMESTAMPTZ
STUDENT / TEACHER (11 entity types)
Spine projection: student_teacher | Config key: STUDENT_TEACHER
Connectors: Canvas, Moodle, Google Classroom, Blackboard
Entity types: student, course, assignment, grade, attendance, discussion, project, learning_objective, intervention, student_metric, generated_insight
student
student_name TEXT
enrollment_status TEXT -- active | inactive | graduated | withdrawn
grade_level TEXT
gpa NUMERIC -- 0.0–4.0
attendance_rate NUMERIC -- %
at_risk BOOLEAN
advisor TEXT
program TEXT
cohort TEXT
engagement_score INTEGER -- 0–100
course
course_name TEXT
instructor TEXT
enrollment_count INTEGER
avg_grade NUMERIC
completion_rate NUMERIC -- %
semester TEXT
credits INTEGER
assignment
title TEXT
course_id TEXT
due_date DATE
status TEXT -- open | closed | graded
avg_score NUMERIC
submissions INTEGER
late_submissions INTEGER
grade
student_id TEXT
course_id TEXT
assignment_id TEXT
score NUMERIC
grade_letter TEXT -- A | B | C | D | F
feedback TEXT
graded_at TIMESTAMPTZ
attendance
student_id TEXT
course_id TEXT
date DATE
status TEXT -- present | absent | late | excused
excused BOOLEAN
consecutive_absences INTEGER
learning_objective
objective TEXT
course_id TEXT
mastery_level TEXT -- not_started | developing | proficient | mastered
assessment_count INTEGER
avg_score NUMERIC
status TEXT
intervention
student_id TEXT
type TEXT -- academic | attendance | behavioral | social_emotional
reason TEXT
status TEXT -- open | in_progress | resolved | closed
assigned_to TEXT
start_date DATE
progress TEXT
outcome TEXT
follow_up_date DATE
student_metric
metric_name TEXT -- Retention_Rate | Satisfaction_Score | Placement_Rate | Avg_GPA | At_Risk_Count
current_value NUMERIC
target_value NUMERIC
trend TEXT
retention_rate NUMERIC -- %
satisfaction_score NUMERIC
placement_rate NUMERIC -- %
Part IV — Cross-Domain Entities (Missing From Current System)
These are first-class entities that don't exist yet in the schema. They are the connective tissue of operations.
1. Commitment
A promise made to a specific person, with a due date, linked to an entity.
commitment_id
made_by TEXT -- internal person
made_to TEXT -- customer / team member / investor
commitment_text TEXT -- what was promised
due_date DATE
status TEXT -- kept | broken | pending | at_risk
linked_entity_type TEXT
linked_entity_id TEXT
source TEXT -- email | meeting | call | slack
2. Decision
Every significant decision, who made it, why, what the outcome was.
decision_id
decision_text TEXT
decided_by TEXT
decided_on DATE
context TEXT -- why this decision was made
outcome TEXT -- what happened as a result
linked_entities TEXT[]
reversible BOOLEAN
3. Blocker
"This thing cannot move until X happens." Not a task. Not a risk.
blocker_id
what_is_blocked TEXT -- task | deal | project | hire
blocked_by TEXT -- person | dependency | external factor
since_date DATE
impact_if_unresolved TEXT
owner TEXT -- who can unblock this
status TEXT -- active | resolved
4. Relationship Record
The edge between two people — not a contact record, not an account record.
person_a TEXT -- internal team member
person_b TEXT -- external contact
relationship_type TEXT -- Champion | Economic Buyer | Influencer | Blocker | Evaluator | End User | Executive Sponsor | Technical Contact
relationship_strength TEXT -- Strong | Warm | Neutral | Cold | Unknown
last_meaningful_interaction DATE -- NOT just last email — substantive interaction
what_they_care_about TEXT -- their personal priorities
communication_preference TEXT -- Email | Call | LinkedIn | WhatsApp | In Person
introduced_by TEXT
relationship_owner TEXT -- who on our team owns this
notes TEXT -- what you'd tell a colleague before they met this person
Key distinction: last_meaningful_interaction ≠ last_contact_date.
A meaningful interaction is one where something was learned, agreed, or advanced.
5. Recurring Obligation
The heartbeat of operations. Not a task — a repeating commitment.
obligation_id
name TEXT -- "Monthly board report", "Weekly standup", "Quarterly GST filing"
frequency TEXT -- daily | weekly | monthly | quarterly | annual
owner TEXT
next_due_date DATE
last_completed_date DATE
status TEXT -- on_track | overdue | at_risk
linked_entity TEXT
6. External Signal
The thing that changes the meaning of internal data.
signal_id
source_type TEXT -- News | Regulatory | Competitor | Market | Industry | Social | Job_Posting | Funding
source_name TEXT
title TEXT
summary TEXT -- 2–3 sentences
date_captured DATE
relevance_score TEXT -- High | Medium | Low
linked_entities TEXT[] -- accounts / deals / contacts / products affected
signal_type TEXT -- Opportunity | Risk | Neutral
action_required BOOLEAN
action_taken TEXT
captured_by TEXT -- Manual | Auto
7. Cash Position (Daily)
Not a report — a live state.
date DATE
opening_balance NUMERIC
-- CONFIRMED INFLOWS (will definitely arrive today)
confirmed_inflows JSONB -- [{ customer, invoice_id, amount }]
-- EXPECTED INFLOWS (should arrive but not confirmed)
expected_inflows JSONB -- [{ customer, days_overdue, amount, probability }]
-- CONFIRMED OUTFLOWS (will definitely leave today)
confirmed_outflows JSONB -- [{ vendor, type, amount }]
-- EXPECTED OUTFLOWS (bills due this week)
expected_outflows JSONB -- [{ vendor, amount, due_date }]
closing_balance_confirmed NUMERIC
closing_balance_with_expected NUMERIC
runway_days_confirmed INTEGER -- at current confirmed burn
runway_days_expected INTEGER -- including expected flows
The gap between the two runway numbers is financial risk exposure.
8. Unified Approvals Queue (Cross-Domain)
approval_id
what_needs_approval TEXT
requested_by TEXT
requested_on TIMESTAMPTZ
urgency TEXT -- high | medium | low
context TEXT
evidence JSONB
status TEXT -- pending | approved | rejected | deferred
decided_by TEXT
decided_on TIMESTAMPTZ
domain TEXT -- finance | revops | legal | hr | ops
Part V — Fields That Exist But Are Incomplete
Accounts / Clients — missing fields
- Industry sub-sector (not just industry) — exists in CS schema, missing in Sales/RevOps
- Time zone (for scheduling)
- Preferred communication channel
- Decision-making process (who signs, who influences)
- Budget cycle (when do they plan budgets)
- Competitive tools they use
- Why they chose us (win reason)
- Why they might leave (churn risk reason — specific, not just "at-risk")
Deals — missing fields
- Why we're winning (competitive advantage in this deal)
- Why we might lose (specific risk)
- Next step (concrete, dated action) — exists in REVOPS schema
- Economic buyer (who controls the budget)
- Champion (who wants us to win) — exists in SALES schema as
champion_contact - Blocker (who might kill the deal)
- Mutual action plan (agreed steps with customer)
Tasks — missing fields
- Waiting on (who/what is this blocked by)
- Context (why does this task exist)
- Impact if not done (consequence)
- Effort estimate — exists in PRODUCT_ENGINEERING as
story_points - Linked commitment (was this promised to someone)
Contacts — missing fields
- Influence level (decision maker / influencer / end user / blocker) — exists in SALES as
buying_role - Relationship owner (who on our team owns this relationship)
- Last meaningful interaction (not just last contact — was it substantive)
- What they care about (their personal priorities)
- Communication preference — exists in SALES schema
Part VI — The 9-Function Field Map
Business Ops is not 9 separate modules. It's 17 entity types viewed through 9 different lenses.
The 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).
| Entity | Sales | Marketing | Ops | Product | Growth | Comms | Legal | HR | Finance |
|---|---|---|---|---|---|---|---|---|---|
| Account / Company | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Contact / Person | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ||
| Deal / Opportunity | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| Task | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Contract | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| Invoice / Bill | ✓ | ✓ | ✓ | ✓ | |||||
| Project / Milestone | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Document | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Event / Meeting | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ||
| Commitment | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Decision | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Blocker | ✓ | ✓ | ✓ | ✓ | |||||
| Metric / KPI | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| Experiment | ✓ | ✓ | ✓ | ||||||
| Compliance Item | ✓ | ✓ | ✓ | ✓ | |||||
| Employee / Person | ✓ | ✓ | ✓ | ✓ | |||||
| Vendor | ✓ | ✓ | ✓ | ✓ |
Part VII — The Signal Engine Architecture
The signal engine is the product moat. Not the entity store — the signal engine.
The distinction:
- A notification system fires the same alerts for every business: "you have 3 overdue tasks"
- An intelligence system learns the baseline for this specific business and flags deviation: "this account is behaving differently than it did 30 days ago"
What the signal engine needs:
- A unified signal table — one place where all signals from all domains land
- Baseline learning per entity type per tenant (what's normal for this business)
- Deviation detection (not threshold alerts — behavioral change detection)
- 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)
Unified signal schema (from signals table in 001_core_schema.sql):
signal_id
entity_type, entity_id
signal_type -- going_cold | at_risk | overdue | commitment_breach | external_event | anomaly
-- health_change | churn_risk | engagement_drop | opportunity
urgency / severity -- critical | high | medium | low | info
description -- human-readable, not a code
action_suggested -- what the system recommends
evidence JSONB -- { source, data, confidence }
created_at
domain -- sales | cs | finance | ops | etc.
agent_id -- which agent generated this
status -- active | acknowledged | resolved | dismissed
Every domain writes to it. "My Desk" reads from it. The Twin reasons over it.
Part VIII — Build Sequence
Phase 1: Prove the cross-domain aggregation thesis
Build "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.
Phase 2: The Modes
Build the five cognitive modes (Understand, Act, Plan, Connect, Reflect).
Each mode is a different layout over the same data.
Signal engine starts running — computing "going quiet," "at risk," "overdue."
Phase 3: The Function Lenses
Sales, Finance, Legal, HR each get their own projection.
Same data, different emphasis, different fields visible.
The function-specific signals activate.
Phase 4: The Intelligence Layer
Pattern recognition: "this account looks like accounts that churned"
Anomaly detection: "this is unusual for this account"
Predictive: "based on current trajectory, you'll miss your Q3 target"
Part IX — Complete Entity Type Master List
| Entity Type | Config Key | Domains |
|---|---|---|
account / account_master | CUSTOMER_SUCCESS, REVOPS, SALES, FINANCE | CS, BizOps, RevOps, Service |
contact / account_contact | All | CS, BizOps, SalesOps, RevOps, Marketing |
opportunity / deal | REVOPS, SALES, BIZOPS | BizOps, SalesOps, RevOps |
task / task_item | All | All domains |
engagement | CUSTOMER_SUCCESS, SALES, MARKETING, SERVICE | CS, Sales, Marketing, Service |
success_plan | CUSTOMER_SUCCESS | Account Success |
initiative | CUSTOMER_SUCCESS, BIZOPS | CS, BizOps |
strategic_objective | CUSTOMER_SUCCESS, BIZOPS | CS, BizOps |
capability | CUSTOMER_SUCCESS | CS |
value_stream | CUSTOMER_SUCCESS | CS |
api_portfolio | CUSTOMER_SUCCESS | CS |
platform_health_metric | CUSTOMER_SUCCESS, IT_ADMIN | CS, IT Admin |
people_team | CUSTOMER_SUCCESS | CS |
business_context | CUSTOMER_SUCCESS | CS |
stakeholder_outcome | CUSTOMER_SUCCESS | CS |
risk_register / risk | CUSTOMER_SUCCESS, BIZOPS | CS, BizOps |
generated_insight | All | All domains |
pipeline_stage | REVOPS, SALES | RevOps, SalesOps |
forecast | REVOPS | RevOps |
quota | REVOPS | RevOps |
territory | REVOPS, SALES | RevOps, SalesOps |
comp_plan | REVOPS | RevOps |
revenue_metric | REVOPS, FINANCE | RevOps, Finance |
attribution / attribution_touchpoint | REVOPS, MARKETING | RevOps, Marketing |
segment_rule | REVOPS | RevOps |
lead | SALES, MARKETING | SalesOps, Marketing |
quote | SALES | SalesOps |
sales_sequence / email_sequence | SALES | SalesOps |
call_log | SALES | SalesOps |
competitor_intel | SALES | SalesOps |
campaign | MARKETING, REVOPS, BIZOPS | Marketing, RevOps, BizOps |
landing_page | MARKETING | Marketing |
email_campaign | MARKETING | Marketing |
social_post | MARKETING | Marketing |
content_asset | MARKETING | Marketing |
ab_test | MARKETING | Marketing |
audience_segment | MARKETING | Marketing |
marketing_metric | MARKETING | Marketing |
invoice | FINANCE, REVOPS | Finance, RevOps |
expense | FINANCE | Finance |
budget | FINANCE, BIZOPS | Finance, BizOps |
revenue_entry | FINANCE | Finance |
payment | FINANCE | Finance |
tax_filing | FINANCE | Finance |
financial_report | FINANCE | Finance |
cost_center | FINANCE | Finance |
forecast_entry | FINANCE | Finance |
compliance_item | FINANCE, IT_ADMIN, PROCUREMENT | Finance, IT, Procurement |
ticket | SERVICE, CUSTOMER_SUCCESS | Service, CS |
sla_policy | SERVICE | Service |
knowledge_article | SERVICE | Service |
csat_survey | SERVICE | Service |
escalation | SERVICE | Service |
queue | SERVICE | Service |
agent_performance | SERVICE | Service |
service_metric | SERVICE | Service |
feature / epic | PRODUCT_ENGINEERING | Product/Engineering |
bug | PRODUCT_ENGINEERING | Product/Engineering |
sprint | PRODUCT_ENGINEERING | Product/Engineering |
release | PRODUCT_ENGINEERING | Product/Engineering |
incident | PRODUCT_ENGINEERING, IT_ADMIN | Product, IT |
repository | PRODUCT_ENGINEERING | Product/Engineering |
pull_request | PRODUCT_ENGINEERING | Product/Engineering |
deployment | PRODUCT_ENGINEERING | Product/Engineering |
feedback | PRODUCT_ENGINEERING | Product/Engineering |
roadmap_item | PRODUCT_ENGINEERING | Product/Engineering |
engineering_metric | PRODUCT_ENGINEERING | Product/Engineering |
system | IT_ADMIN | IT Admin |
device | IT_ADMIN | IT Admin |
change_request | IT_ADMIN | IT Admin |
vulnerability | IT_ADMIN | IT Admin |
backup | IT_ADMIN | IT Admin |
certificate | IT_ADMIN | IT Admin |
network_device | IT_ADMIN | IT Admin |
license | IT_ADMIN | IT Admin |
it_metric | IT_ADMIN | IT Admin |
vendor | PROCUREMENT, FINANCE | Procurement, Finance |
purchase_order | PROCUREMENT | Procurement |
spend_category | PROCUREMENT | Procurement |
renewal_tracker | PROCUREMENT | Procurement |
savings_initiative | PROCUREMENT | Procurement |
approval_request | PROCUREMENT | Procurement |
compliance_check | PROCUREMENT | Procurement |
procurement_metric | PROCUREMENT | Procurement |
project | BIZOPS | BizOps |
workflow | BIZOPS | BizOps |
kpi | BIZOPS | BizOps |
okr | BIZOPS | BizOps |
cross_dept_initiative | BIZOPS | BizOps |
resource_allocation | BIZOPS | BizOps |
ops_metric | BIZOPS | BizOps |
employee | HR (→ BIZOPS) | HR |
job_opening | HR (→ BIZOPS) | HR |
leave_request | HR (→ BIZOPS) | HR |
performance_review | HR (→ BIZOPS) | HR |
contract | FINANCE, PROCUREMENT, CUSTOMER_SUCCESS | Finance, Legal, CS, Procurement |
clause | Legal (→ BIZOPS) | Legal |
obligation | Legal (→ BIZOPS) | Legal |
legal_matter | Legal (→ BIZOPS) | Legal |
calendar_event | PERSONAL, BIZOPS | Personal, BizOps |
bookmark | PERSONAL | Personal |
goal | PERSONAL | Personal |
daily_reflection | PERSONAL | Personal |
student | STUDENT_TEACHER | Education |
course | STUDENT_TEACHER | Education |
assignment | STUDENT_TEACHER | Education |
grade | STUDENT_TEACHER | Education |
attendance | STUDENT_TEACHER | Education |
learning_objective | STUDENT_TEACHER | Education |
intervention | STUDENT_TEACHER | Education |
student_metric | STUDENT_TEACHER | Education |
commitment | All — MISSING | All domains |
decision | All — MISSING | All domains |
blocker | All — MISSING | All domains |
relationship_record | All — MISSING | All domains |
external_signal | All — MISSING | All domains |
cash_position | Finance — MISSING | Finance |
recurring_obligation | All — MISSING | All domains |
Part X — Industry Overlay Entity Types
These entity types activate when a specific industry is selected at onboarding.
| Industry | Extra Entity Types |
|---|---|
| Professional Services | contract, project, timesheet, service_delivery |
| Healthcare | contract, compliance_item, patient_encounter, equipment_maintenance |
| Manufacturing | work_order, supplier, inventory_snapshot, asset, maintenance_schedule, maintenance_record |
| Automotive | vehicle, part, warranty, service_appointment, maintenance_record |
| Retail / Commerce | order, inventory, sku |
| Financial Services | compliance_item, risk_assessment |
| Logistics | shipment, carrier, warehouse, fleet_maintenance |
| Media | content_asset, license, royalty |
| Public Sector | compliance_item, contract, grant |
| Education | student, course, enrollment |
This document is the canonical field inventory for IntegrateWise L1 surfaces.
Source of truth: packages/types/src/schema.ts (DOMAIN_SPINE_CONFIG + DEFAULT_FIELD_POLICIES)
Missing entities in Part IV are the delta between "data retrieval system" and "operational intelligence."
Last updated: 2026-05-29