Published

Sales Lead / Opportunity

vr.wm-eco-026 · wm-eco-026-sales-lead-opportunity

Represent one governed commercial pursuit from an originating lead signal through an explicitly qualified opportunity so agents can coordinate need, fit, stakeholders, activities, value, stage, probability, forecast and outcome without confusing the pursuit with party, customer, account, campaign, offering, quote, order, contract or revenue masters.

World Models Society, people and institutions SOC.ECO.CRM

Bundle → Layer → Finding → Questions Classifiers What it is Why it exists Distinguishing features What robots and AI may and may not do Moral aspects Owners Links to other meta-models Identity and identifiers Direct properties Recognition Capabilities and actions Hazards and failure modes Standards and interfaces Context of use Sources

Bundle → Layer → Finding → Questions Filled

6 bundles · 12 layers · 24 findings · 72 questions

Pursuit identity, origin, parties and ownership Groups sales-pursuit context for pursuit identity, origin, parties and ownership.

Case identity, classification and lineage

Groups source-qualified sales-pursuit context for case identity, classification and lineage.

Pursuit ID, version, profile, status and master system

Records pursuit id, version, profile, status and master system as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish pursuit id, version, profile, status and master system? identity
Who asserted, observed, evaluated, owns, may contact, may change or may rely on pursuit id, version, profile, status and master system, for which purpose and under what delegated authority? ownership
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify pursuit id, version, profile, status and master system? validation

Lead signal, known party, qualified lead, opportunity, conversion and lineage

Records lead signal, known party, qualified lead, opportunity, conversion and lineage as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish lead signal, known party, qualified lead, opportunity, conversion and lineage? classification
Who asserted, observed, evaluated, owns, may contact, may change or may rely on lead signal, known party, qualified lead, opportunity, conversion and lineage, for which purpose and under what delegated authority? authority
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify lead signal, known party, qualified lead, opportunity, conversion and lineage? security

Origin, attribution, parties and account binding

Groups source-qualified sales-pursuit context for origin, attribution, parties and account binding.

Source, channel, campaign, event, referral, partner and attribution

Records source, channel, campaign, event, referral, partner and attribution as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish source, channel, campaign, event, referral, partner and attribution? provenance
Who asserted, observed, evaluated, owns, may contact, may change or may rely on source, channel, campaign, event, referral, partner and attribution, for which purpose and under what delegated authority? requirement
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify source, channel, campaign, event, referral, partner and attribution? privacy

Prospect, contact, customer, account, stakeholder, owner, team and authority role

Records prospect, contact, customer, account, stakeholder, owner, team and authority role as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish prospect, contact, customer, account, stakeholder, owner, team and authority role? ownership
Who asserted, observed, evaluated, owns, may contact, may change or may rely on prospect, contact, customer, account, stakeholder, owner, team and authority role, for which purpose and under what delegated authority? constraint
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify prospect, contact, customer, account, stakeholder, owner, team and authority role? retention

Need, demand, fit, scope and value Groups sales-pursuit context for need, demand, fit, scope and value.

Need, demand, use case and offering fit

Groups source-qualified sales-pursuit context for need, demand, use case and offering fit.

Expressed or inferred need, problem, outcome, use case, confidence and evidence

Records expressed or inferred need, problem, outcome, use case, confidence and evidence as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish expressed or inferred need, problem, outcome, use case, confidence and evidence? evidence
Who asserted, observed, evaluated, owns, may contact, may change or may rely on expressed or inferred need, problem, outcome, use case, confidence and evidence, for which purpose and under what delegated authority? process
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify expressed or inferred need, problem, outcome, use case, confidence and evidence? access

Product, service, offering, solution, catalog, specification and qualification reference

Records product, service, offering, solution, catalog, specification and qualification reference as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish product, service, offering, solution, catalog, specification and qualification reference? relationship
Who asserted, observed, evaluated, owns, may contact, may change or may rely on product, service, offering, solution, catalog, specification and qualification reference, for which purpose and under what delegated authority? event
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify product, service, offering, solution, catalog, specification and qualification reference? exception

Scope, quantity, timing, location and value

Groups source-qualified sales-pursuit context for scope, quantity, timing, location and value.

Scope, item, quantity, location, timeline, dependency, constraint and assumption

Records scope, item, quantity, location, timeline, dependency, constraint and assumption as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish scope, item, quantity, location, timeline, dependency, constraint and assumption? constraint
Who asserted, observed, evaluated, owns, may contact, may change or may rely on scope, item, quantity, location, timeline, dependency, constraint and assumption, for which purpose and under what delegated authority? measurement
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify scope, item, quantity, location, timeline, dependency, constraint and assumption? interoperability

Estimated value, budget, amount, currency, recurrence, range and basis

Records estimated value, budget, amount, currency, recurrence, range and basis as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish estimated value, budget, amount, currency, recurrence, range and basis? measurement
Who asserted, observed, evaluated, owns, may contact, may change or may rely on estimated value, budget, amount, currency, recurrence, range and basis, for which purpose and under what delegated authority? evidence
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify estimated value, budget, amount, currency, recurrence, range and basis? decision

Qualification, score, stage, probability and forecast Groups sales-pursuit context for qualification, score, stage, probability and forecast.

Qualification dimensions, score and decision

Groups source-qualified sales-pursuit context for qualification dimensions, score and decision.

Fit, intent, authority, budget, timing, need, risk and qualification

Records fit, intent, authority, budget, timing, need, risk and qualification as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish fit, intent, authority, budget, timing, need, risk and qualification? decision
Who asserted, observed, evaluated, owns, may contact, may change or may rely on fit, intent, authority, budget, timing, need, risk and qualification, for which purpose and under what delegated authority? quality
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify fit, intent, authority, budget, timing, need, risk and qualification? identity

Score, model, method, version, feature, evidence, explanation, confidence and bias

Records score, model, method, version, feature, evidence, explanation, confidence and bias as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish score, model, method, version, feature, evidence, explanation, confidence and bias? quality
Who asserted, observed, evaluated, owns, may contact, may change or may rely on score, model, method, version, feature, evidence, explanation, confidence and bias, for which purpose and under what delegated authority? validation
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify score, model, method, version, feature, evidence, explanation, confidence and bias? classification

Stage, gates, probability and forecast

Groups source-qualified sales-pursuit context for stage, gates, probability and forecast.

Stage, status, gate criterion, entry, exit, hold and exception

Records stage, status, gate criterion, entry, exit, hold and exception as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish stage, status, gate criterion, entry, exit, hold and exception? state
Who asserted, observed, evaluated, owns, may contact, may change or may rely on stage, status, gate criterion, entry, exit, hold and exception, for which purpose and under what delegated authority? security
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify stage, status, gate criterion, entry, exit, hold and exception? composition

Probability, confidence, basis, calibration, forecast category, expected close and as-of

Records probability, confidence, basis, calibration, forecast category, expected close and as-of as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish probability, confidence, basis, calibration, forecast category, expected close and as-of? temporal
Who asserted, observed, evaluated, owns, may contact, may change or may rely on probability, confidence, basis, calibration, forecast category, expected close and as-of, for which purpose and under what delegated authority? privacy
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify probability, confidence, basis, calibration, forecast category, expected close and as-of? relationship

Stakeholders, interactions, activities and next actions Groups sales-pursuit context for stakeholders, interactions, activities and next actions.

Decision group, influence, consent and preferences

Groups source-qualified sales-pursuit context for decision group, influence, consent and preferences.

Stakeholder role, influence, decision group, sponsor, champion, blocker and interest

Records stakeholder role, influence, decision group, sponsor, champion, blocker and interest as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish stakeholder role, influence, decision group, sponsor, champion, blocker and interest? relationship
Who asserted, observed, evaluated, owns, may contact, may change or may rely on stakeholder role, influence, decision group, sponsor, champion, blocker and interest, for which purpose and under what delegated authority? retention
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify stakeholder role, influence, decision group, sponsor, champion, blocker and interest? state

Contact point, consent, lawful basis, preference, objection, channel and constraint

Records contact point, consent, lawful basis, preference, objection, channel and constraint as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish contact point, consent, lawful basis, preference, objection, channel and constraint? privacy
Who asserted, observed, evaluated, owns, may contact, may change or may rely on contact point, consent, lawful basis, preference, objection, channel and constraint, for which purpose and under what delegated authority? access
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify contact point, consent, lawful basis, preference, objection, channel and constraint? lifecycle

Touchpoints, activities, commitments and follow-up

Groups source-qualified sales-pursuit context for touchpoints, activities, commitments and follow-up.

Interaction, meeting, call, message, content, demo, event, task and response reference

Records interaction, meeting, call, message, content, demo, event, task and response reference as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish interaction, meeting, call, message, content, demo, event, task and response reference? event
Who asserted, observed, evaluated, owns, may contact, may change or may rely on interaction, meeting, call, message, content, demo, event, task and response reference, for which purpose and under what delegated authority? exception
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify interaction, meeting, call, message, content, demo, event, task and response reference? temporal

Next action, owner, due date, dependency, commitment, escalation and result

Records next action, owner, due date, dependency, commitment, escalation and result as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish next action, owner, due date, dependency, commitment, escalation and result? process
Who asserted, observed, evaluated, owns, may contact, may change or may rely on next action, owner, due date, dependency, commitment, escalation and result, for which purpose and under what delegated authority? interoperability
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify next action, owner, due date, dependency, commitment, escalation and result? spatial

Lifecycle, commercial boundaries, outcomes and learning Groups sales-pursuit context for lifecycle, commercial boundaries, outcomes and learning.

Capture, deduplication, conversion, progression and closure

Groups source-qualified sales-pursuit context for capture, deduplication, conversion, progression and closure.

Capture, deduplicate, link, merge, split, qualify, convert, nurture and disqualify

Records capture, deduplicate, link, merge, split, qualify, convert, nurture and disqualify as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish capture, deduplicate, link, merge, split, qualify, convert, nurture and disqualify? lifecycle
Who asserted, observed, evaluated, owns, may contact, may change or may rely on capture, deduplicate, link, merge, split, qualify, convert, nurture and disqualify, for which purpose and under what delegated authority? decision
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify capture, deduplicate, link, merge, split, qualify, convert, nurture and disqualify? provenance

Open, progress, hold, reopen, win, loss, no decision, abandon and archive

Records open, progress, hold, reopen, win, loss, no decision, abandon and archive as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish open, progress, hold, reopen, win, loss, no decision, abandon and archive? state
Who asserted, observed, evaluated, owns, may contact, may change or may rely on open, progress, hold, reopen, win, loss, no decision, abandon and archive, for which purpose and under what delegated authority? identity
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify open, progress, hold, reopen, win, loss, no decision, abandon and archive? ownership

Quote, order, contract, outcome and retrospective

Groups source-qualified sales-pursuit context for quote, order, contract, outcome and retrospective.

Quote, proposal, tender, negotiation, order, contract and commitment reference

Records quote, proposal, tender, negotiation, order, contract and commitment reference as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish quote, proposal, tender, negotiation, order, contract and commitment reference? interoperability
Who asserted, observed, evaluated, owns, may contact, may change or may rely on quote, proposal, tender, negotiation, order, contract and commitment reference, for which purpose and under what delegated authority? classification
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify quote, proposal, tender, negotiation, order, contract and commitment reference? authority

Outcome, reason, competitor, alternative, value, decision evidence and retrospective

Records outcome, reason, competitor, alternative, value, decision evidence and retrospective as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish outcome, reason, competitor, alternative, value, decision evidence and retrospective? evidence
Who asserted, observed, evaluated, owns, may contact, may change or may rely on outcome, reason, competitor, alternative, value, decision evidence and retrospective, for which purpose and under what delegated authority? composition
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify outcome, reason, competitor, alternative, value, decision evidence and retrospective? requirement

Governance, provenance, time, access and interoperability Groups sales-pursuit context for governance, provenance, time, access and interoperability.

Source, provenance, privacy, access, retention and correction

Groups source-qualified sales-pursuit context for source, provenance, privacy, access, retention and correction.

Owner, steward, source, actor, activity, derivation, revision, conflict and audit

Records owner, steward, source, actor, activity, derivation, revision, conflict and audit as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish owner, steward, source, actor, activity, derivation, revision, conflict and audit? provenance
Who asserted, observed, evaluated, owns, may contact, may change or may rely on owner, steward, source, actor, activity, derivation, revision, conflict and audit, for which purpose and under what delegated authority? relationship
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify owner, steward, source, actor, activity, derivation, revision, conflict and audit? constraint

Purpose, lawful basis, consent, objection, access, minimization, retention and tombstone

Records purpose, lawful basis, consent, objection, access, minimization, retention and tombstone as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish purpose, lawful basis, consent, objection, access, minimization, retention and tombstone? access
Who asserted, observed, evaluated, owns, may contact, may change or may rely on purpose, lawful basis, consent, objection, access, minimization, retention and tombstone, for which purpose and under what delegated authority? state
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify purpose, lawful basis, consent, objection, access, minimization, retention and tombstone? process

Event clocks, validation and loss-aware projections

Groups source-qualified sales-pursuit context for event clocks, validation and loss-aware projections.

Source, capture, consent, qualification, stage, contact, forecast, close, observed and known time

Records source, capture, consent, qualification, stage, contact, forecast, close, observed and known time as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish source, capture, consent, qualification, stage, contact, forecast, close, observed and known time? temporal
Who asserted, observed, evaluated, owns, may contact, may change or may rely on source, capture, consent, qualification, stage, contact, forecast, close, observed and known time, for which purpose and under what delegated authority? lifecycle
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify source, capture, consent, qualification, stage, contact, forecast, close, observed and known time? event

Identity, state, value, TMF, UBL, Schema.org, privacy, ORG, RFC, PROV, DQV, ODRL and API validation

Records identity, state, value, tmf, ubl, schema.org, privacy, org, rfc, prov, dqv, odrl and api validation as source-qualified sales-pursuit context while party, account, campaign, offering, interaction, quote, order, contract, fulfilment, finance and records masters remain independently identifiable.

Which stable pursuit, version, origin, need, party, account, offering and external-master identities plus explicit unknown state establish identity, state, value, tmf, ubl, schema.org, privacy, org, rfc, prov, dqv, odrl and api validation? validation
Who asserted, observed, evaluated, owns, may contact, may change or may rely on identity, state, value, tmf, ubl, schema.org, privacy, org, rfc, prov, dqv, odrl and api validation, for which purpose and under what delegated authority? temporal
Which source, method, rule, evidence, event time, observation time, as-of time, confidence, validation and correction history qualify identity, state, value, tmf, ubl, schema.org, privacy, org, rfc, prov, dqv, odrl and api validation? measurement

Classifiers Filled

Family: World Models
Category: Society, people and institutions
Entry kind: aggregate
Navigation path: NAV.SOC.ECO.CRM
Domain: SOC.ECO.CRM
Industry: Cross-industry
Tags: salesleadopportunitysoc.eco.crm

What it is Filled

Owns pursuit identity, version, profile and status; signal, source and attribution; need, demand, problem, outcome and use-case assertions; qualification dimensions and decisions; offering-fit, scope, quantity, location, timing and dependency assertions; estimated value, budget, amount type, currency, recurrence, range and basis; score, method, version, explanation, confidence, bias and calibration; stage, gate and exception assertions; probability, forecast category, expected-close and as-of assertions; stakeholder, owner, team, influence and decision-group roles; interaction, activity and next-action references; capture, deduplication, merge, split, qualify, convert, nurture, hold, reopen, win, loss, no-decision and closure evidence; quote, order, contract and outcome references; distinct clocks, provenance, privacy, retention, validation and loss-aware projections. External party, customer, account, campaign, product, offering, activity, communication, calendar, quote, order, contract, fulfilment, forecast, financial and records masters remain authoritative.

In scope

Pursuit identity, version, classification, lineage, origin, attribution, need, demand, offering fit, scope, quantity, timing, location, dependencies and estimated value
Qualification, score, stage, gates, probability, forecast, stakeholders, consent and preference bindings, activities, next actions, conversion, closure, outcome, clocks, provenance, privacy, retention and projections

Out of scope

Owning Party, Contact, Organization, Customer, Account, Campaign, Product, Offering, Activity, Message, Calendar, Quote, Order, Contract, Fulfilment, Invoice, Payment, Revenue, Forecast Period, Records or Consent masters
Treating a lead signal as a known person, a known party as a qualified lead, a qualified lead as a customer, or qualification, score, stage, probability, forecast and outcome as mutually proving facts
Autonomous contact, consent creation, sensitive-attribute inference, adverse action, pricing, quote issuance, order acceptance, contract execution, forecast commitment, financial recognition, disclosure or record destruction

Why it exists Filled

Distinguishing features Filled

A commercial pursuit from lead signal to qualified opportunity and outcome.
Keeps lead signal, known party, qualified lead, customer and opportunity distinct.
Qualification, score, stage, probability and forecast are separate axes.
Differs from the customer or account relationship, which persists beyond one pursuit.

What robots and AI may and may not do Filled

Must not

Contact people without a lawful basis or consent.
Infer sensitive attributes.
Manipulate scores or forecasts.
Issue quotes or commit prices.
Retain lead data beyond policy.

Only with a human decision

Committing forecasts.
Contacting high-risk or sensitive contacts.
Closing large opportunities.

May

Deduplicate and match leads to known parties.
Score leads with an explanation.
Suggest next actions.
Prepare forecasts for review.

Moral aspects Filled

Lead data is personal data, often gathered without the person's knowledge.
Automated scoring can discriminate.
Aggressive pursuit harms vulnerable people.

Who is affected

Prospects and contacts
Sales staff judged by metrics
Customers

Owners Filled

Steward

Dimension owner, namespace authority, accountable commercial owner and delegated privacy, sales, finance, legal and records authorities

Roles

Sales pursuit owner: Own purpose, scope, profile, lifecycle, accountable use and closure.
Party and account steward: Own authoritative party, contact, customer and account bindings and correction paths.
Sales process steward: Own qualification, stage, gate, conversion, merge, split, hold, reopen and closure profiles.
Revenue operations steward: Own score, probability, forecast and value methods, versions, calibration and conformance evidence.
Commercial and offering steward: Own offering fit, quote, order, contract and commercial boundary references.
Privacy and legal authority: Own lawful basis, consent, objection, communication, profiling, access, jurisdiction and retention limits.
Interoperability and records steward: Own mappings, projection loss, audit, legal hold and record disposition policy.

Links to other meta-models Filled

references

WM-ORG-014 - Resolve the provisional customer or account relationship parent signal without granting containment or cascade mutation authority.
Party, Contact, Organization, Customer, Account, Campaign, Product, Offering, Activity, Message, Calendar, Quote, Order, Contract, Fulfilment, Forecast, Invoice, Payment, Revenue and Records models - Resolve external identities, states, operations and evidence without duplicating their masters.

aligned

TMF699, TMF629, TMF632, TMF648 and TMF620; UBL 2.3; Schema.org Demand and Offer; GDPR; ePrivacy Directive; FTC CAN-SPAM; W3C ORG; RFC 3339; PROV-O; DQV; ODRL; OpenAPI 3.1.1 - Project version-pinned sales, party, customer, offer, privacy, organization, temporal, provenance, quality, policy and API views with declared loss.

neighbor

WM-ORG-014 Customer / Account Relationship - The unified registry supplies only a provisional parent signal and the frozen relation ledger has no settled edge. Customer and account relationships remain external; a pursuit binds them when known.
Lead signal, party, contact, customer and account - Signals may be anonymous or inferred, parties and contacts have external identities, and customer or account status has its own authority. Conversion preserves lineage instead of collapsing these identities.
Campaign, offering, activity, message and calendar - Attribution, fit and touchpoints are typed references; their content, execution, delivery, scheduling and master lifecycle stay external.
Quote, order, contract, fulfilment, forecast and finance - Estimated value and probability support a pursuit but are not price, quotation, commitment, order, contract, delivery, recognized revenue or cash. Those masters retain independent authority.
TM Forum, UBL, Schema.org, privacy law, ORG, RFC, PROV, DQV, ODRL and OpenAPI - Each representation has a distinct scope; every mapping is version-pinned, profile-qualified and loss-declaring.

parent

WM-ORG-014

What else AI and robots need to interact with it Filled

Sources Filled

Sales Management API TMF699 - TM Forum
Customer Management API TMF629 - TM Forum
Party Management API TMF632 - TM Forum
Quote API TMF648 - TM Forum
Product Catalog Management API TMF620 - TM Forum
Open API Directory - TM Forum
Universal Business Language Version 2.3 - OASIS Open
Demand - Schema.org Community Group
Offer - Schema.org Community Group
General Data Protection Regulation - European Union
Directive on privacy and electronic communications - European Union
CAN-SPAM Act Compliance Guide for Business - United States Federal Trade Commission
The Organization Ontology - World Wide Web Consortium
Date and Time on the Internet: Timestamps - Internet Engineering Task Force
PROV-O: The PROV Ontology - World Wide Web Consortium
Data Quality Vocabulary - World Wide Web Consortium
ODRL Information Model 2.2 - World Wide Web Consortium
OpenAPI Specification 3.1.1 - OpenAPI Initiative

Open questions

Canonically adjudicate the WM-ORG-014 parent signal and register pursuit relations to party, account, campaign, offering, activity, quote, order, contract, fulfilment, forecast and finance models.
Create business-to-business, consumer, public-sector, partner, marketplace, tender, subscription, fundraising, recruitment and regulated-sector pursuit profiles.
Benchmark and conformance-test organization-specific qualification, stage, scoring, probability, forecast and value methods including calibration and bias controls.
Validate channel, jurisdiction, consent, objection, profiling, competition, tender, contracting, privacy, retention and records policies.
Pin exact TMF699 and adjacent TM Forum release artefacts and validate mappings against concrete implementations.
Obtain independent external research, sales operations, privacy, legal, finance and data-governance review before promotion beyond reviewable-draft assurance.
Claude and Grok each timed out on one bounded attempt; no independent external result was admitted.
WM-ORG-014 is only a provisional parent signal and the frozen candidate relation ledger contains no settled WM-ECO-026 edge.
Business-to-business, consumer, public-sector, partner, marketplace, tender, subscription, regulated-sector and regional pursuits need separate profiles.
Qualification frameworks, score models, calibration, probability, forecast taxonomies, fiscal periods, quotas and revenue-recognition links require organization-specific validation.
TMF699 official path and visible release labelling are inconsistent, and every TMF, UBL, Schema.org, privacy, ORG, PROV, DQV, ODRL and OpenAPI mapping needs release-pinned conformance tests.

Machine files

Card as JSON Specification AGENTS.md Source Card backlog vercy.card/1

Provenance

world-models research · reviewable-draft

Built from: models/wm-eco-026-sales-lead-opportunity/spec.yaml, ver-cy/world-models/card-supplements/wm-eco-026-sales-lead-opportunity.json