Sales and marketing interactions
Lead, opportunity, quote, campaign and attribution. Counterparty relationships and concluded contracts have their own owners.
Research draft, second pass
A second pass drafted this model: the structure a model of this thing needs, and what is known about it in the world. The line under this one says how the second half was obtained - researched against sources, or recalled without web access, in which case nothing here was read anywhere and every claim is a lead to verify. Unreviewed either way.
Bundle → Layer → Finding → Questions Missing, in the backlog
Not described yet. This gap is in the card backlog.
Note: Research contour: bundles not designed yet; questions are listed as open questions.
Classifiers Filled
- Family
- Enterprise profiles
- Category
- Enterprise subject
- Entry kind
- subject
- Domain
- EnterpriseCOM
- Industry
- Cross-industry
- Tags
- EM-COM-02W2subjectLeadOpportunityQuoteCampaignAttributionClaim
What it is Filled
Lead, opportunity, quote, campaign and attribution. Counterparty relationships and concluded contracts have their own owners.
Why it exists Filled
Lead, opportunity, quote, campaign and attribution. Counterparty relationships and concluded contracts have their own owners.
Distinguishing features Derived, awaiting review
- A forecast is not recognized revenue
- Attribution states its method and window
- Conversion does not merge people by email
What robots and AI may and may not do Derived, awaiting review
Must not
- Negative case: A single ad click proves the source of all customer revenue.
Note: Negative case of the research brief, not yet a rule for agents.
Moral aspects Missing, in the backlog
Not described yet. This gap is in the card backlog.
Owners Filled
Steward
Коммерческий руководитель
Master systems
- CRM
- заказная система
- сервис-деск
Links to other meta-models Filled
neighbor
- EM-COM-01
- EM-PRD-01
references
- WM-ECO-026 - conceptual-candidate
- WM-ECO-021 - conceptual-candidate
- WM-ECO-027 - conceptual-candidate
What else AI and robots need to interact with it Incomplete
Identity and identifiers required Derived, awaiting review
- Lead
- Opportunity
- Quote
- Campaign
- AttributionClaim
Direct properties not applicable Not applicable
Not applicable
Enterprise record contour: physical properties belong to referenced world models.
Recognition required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Capabilities and actions required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Hazards and failure modes required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Standards and interfaces required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Context of use required Missing, in the backlog
Not described yet. This gap is in the card backlog.
Sources Filled
- TM Forum SID: party/customer/product/service
- OASIS UBL: trade documents and exchange
- CRM/CPQ/order management practice: stages and source boundaries
Open questions
- When does a lead become an identified Party?
- How to justify probability and attribution?
- When does a commercial quote become a commitment?
- Установить границу и решение reuse/extend/new по действующим спецификациям.
- Подтвердить semantic crosswalk, права и source mastership.
- Выбрать immutable refs; провести проверки fixtures до заявления о публикационной готовности.
Machine files
Provenance
enterprise research programme · published-partial
Built from: enterprise/models/em-com-02/brief.json
Still in Russian: suggested owner, blocking decisions, vercy candidates. Translate in research/enterprise/i18n/units.en.json.