EM-COM-02 · Subject model · W2
Sales and marketing interactions
Lead, opportunity, quote, campaign and attribution. Counterparty relationships and concluded contracts have their own owners.
Partially published; research continues
Claude: complete-frozen-study-and-single-audit; Grok: complete-exact-prompt.
Published results
Research note, in Russian: Canonical/runtime promotion remains governed by the package allocation, identity and dependency holds.
Subject boundary and candidate types
- Lead
- Opportunity
- Quote
- Campaign
- AttributionClaim
Deep research questions
- When does a lead become an identified Party?
- How to justify probability and attribution?
- When does a commercial quote become a commitment?
Verifiable invariants
- A forecast is not recognized revenue
- Attribution states its method and window
- Conversion does not merge people by email
End-to-end acceptance scenario
Trace two campaigns, one lead and two independent quotes without double-counting the sale.
Negative case
A single ad click proves the source of all customer revenue.
Approaches to compare
- TM Forum SID: party/customer/product/service
- OASIS UBL: trade documents and exchange
- CRM/CPQ/order management practice: stages and source boundaries
Candidates in the live catalogue
- WM-ECO-026 · Sales Lead / Opportunity · 0.3.0-research.1 · installable
Semantic fit requires boundary research; a published model does not by itself complete this card. - WM-ECO-021 · Offer / Quote · 0.3.0-research.1 · installable
Semantic fit requires boundary research; a published model does not by itself complete this card. - WM-ECO-027 · Marketing Campaign · 0.3.0-research.1 · installable
Semantic fit requires boundary research; a published model does not by itself complete this card.
Result requirements
Every card is executed together with the full research contract: definitions, fields and cardinalities, lifecycle, sources, data mastership, rights, the five object facets, at least eight invariants, positive and negative examples, dependencies, migration and applicability limits.