AGI TECHNOLOGIES / SYNTHETIC INPUT RECORDS / REF-ROUTE-001

The JSON reference below is fictional and has no live CRM data.

{
  "reference_id": "REF-ROUTE-001",
  "version": "1.0.0",
  "evidence_status": "synthetic",
  "fixtures": [
    {
      "id": "net-new", "number": "01", "label": "Net-new", "summary": "A target account, one territory and an available sales owner.",
      "record": {"id": "SYN-IN-001", "email": "buyer@northstar.example", "company_domain": "northstar.example", "eligible": true, "eligibility_reason": "Target account and buying role match the agreed criteria.", "matches": [], "is_customer": false, "relationship_owner_id": null, "territory_signals": [{"source": "Verified company region", "territory": "EU"}]},
      "expected": {"status": "ASSIGNED", "reason_code": "TERRITORY_OWNER", "owner_id": "SYN-SALES-EU-01", "contact_action": "propose_create", "record_id": null, "terminal_rule": "R07", "crm_write_performed": false}
    },
    {
      "id": "existing-customer", "number": "02", "label": "Existing customer", "summary": "A known customer stays with the existing relationship owner.",
      "record": {"id": "SYN-IN-002", "email": "buyer@cedar.example", "company_domain": "cedar.example", "eligible": true, "eligibility_reason": "An eligible request from an existing customer.", "matches": [{"record_id": "SYN-CONTACT-020", "owner_id": "SYN-ACCOUNT-02"}], "is_customer": true, "relationship_owner_id": "SYN-ACCOUNT-02", "territory_signals": [{"source": "Verified company region", "territory": "NA"}]},
      "expected": {"status": "PRESERVED", "reason_code": "CUSTOMER_OWNER", "owner_id": "SYN-ACCOUNT-02", "contact_action": "reuse_existing", "record_id": "SYN-CONTACT-020", "terminal_rule": "R03", "crm_write_performed": false}
    },
    {
      "id": "duplicate", "number": "03", "label": "Duplicate input", "summary": "An incoming email matches one existing contact. Reuse that record.",
      "record": {"id": "SYN-IN-003", "email": "buyer@harbor.example", "company_domain": "harbor.example", "eligible": true, "eligibility_reason": "Target account and buying role match the agreed criteria.", "matches": [{"record_id": "SYN-CONTACT-030", "owner_id": "SYN-SALES-EU-01"}], "is_customer": false, "relationship_owner_id": null, "territory_signals": [{"source": "Verified company region", "territory": "EU"}]},
      "expected": {"status": "MATCHED", "reason_code": "EXISTING_CONTACT_OWNER", "owner_id": "SYN-SALES-EU-01", "contact_action": "reuse_existing", "record_id": "SYN-CONTACT-030", "terminal_rule": "R04", "crm_write_performed": false}
    },
    {
      "id": "missing-owner", "number": "04", "label": "Missing owner", "summary": "The territory is clear, but its configured owner is inactive.",
      "record": {"id": "SYN-IN-004", "email": "buyer@orbit.example", "company_domain": "orbit.example", "eligible": true, "eligibility_reason": "Target account and buying role match the agreed criteria.", "matches": [], "is_customer": false, "relationship_owner_id": null, "territory_signals": [{"source": "Verified company region", "territory": "APAC"}]},
      "expected": {"status": "HELD", "reason_code": "NO_ACTIVE_OWNER", "owner_id": null, "contact_action": "hold", "record_id": null, "terminal_rule": "R06", "crm_write_performed": false}
    },
    {
      "id": "conflicting-territory", "number": "05", "label": "Conflicting territory", "summary": "Billing and sales regions disagree. No arbitrary owner is selected.",
      "record": {"id": "SYN-IN-005", "email": "buyer@vector.example", "company_domain": "vector.example", "eligible": true, "eligibility_reason": "Target account and buying role match the agreed criteria.", "matches": [], "is_customer": false, "relationship_owner_id": null, "territory_signals": [{"source": "Company billing region", "territory": "EU"}, {"source": "Sales territory field", "territory": "NA"}]},
      "expected": {"status": "HELD", "reason_code": "TERRITORY_CONFLICT", "owner_id": null, "contact_action": "hold", "record_id": null, "terminal_rule": "R05", "crm_write_performed": false}
    },
    {
      "id": "ineligible", "number": "06", "label": "Ineligible", "summary": "An account outside the agreed target criteria stops before assignment.",
      "record": {"id": "SYN-IN-006", "email": "buyer@maple.example", "company_domain": "maple.example", "eligible": false, "eligibility_reason": "Company type is outside the agreed target criteria.", "matches": [], "is_customer": false, "relationship_owner_id": null, "territory_signals": [{"source": "Verified company region", "territory": "EU"}]},
      "expected": {"status": "EXCLUDED", "reason_code": "NOT_ELIGIBLE", "owner_id": null, "contact_action": "exclude", "record_id": null, "terminal_rule": "R01", "crm_write_performed": false}
    }
  ]
}