AGI TECHNOLOGIES / SYNTHETIC ROUTING POLICY / 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",
  "execution_scope": "local_illustrative_simulator",
  "description": "A sample contact-routing policy. This is not HubSpot's default routing logic.",
  "rules": [
    {"id": "R01", "label": "Eligibility", "instruction": "Exclude records outside the agreed target criteria before assigning ownership."},
    {"id": "R02", "label": "Identity", "instruction": "Continue with zero or one exact contact match. Hold multiple matches for review."},
    {"id": "R03", "label": "Customer ownership", "instruction": "Preserve a customer's active relationship owner. Hold a customer with no valid relationship owner."},
    {"id": "R04", "label": "Existing contact", "instruction": "Reuse a matched contact. Preserve its active owner; route an unowned match without creating another contact."},
    {"id": "R05", "label": "Territory", "instruction": "Require exactly one agreed territory. Hold missing or conflicting territory signals."},
    {"id": "R06", "label": "Owner availability", "instruction": "Require one configured active owner for the agreed territory. Hold empty or ambiguous assignments."},
    {"id": "R07", "label": "Assignment", "instruction": "Propose the configured owner and a create or reuse action. Verify that action in the CRM before treating it as complete."}
  ],
  "owners": [
    {"id": "SYN-SALES-EU-01", "label": "Sales EU 01", "active": true},
    {"id": "SYN-SALES-NA-01", "label": "Sales NA 01", "active": true},
    {"id": "SYN-ACCOUNT-02", "label": "Account team 02", "active": true},
    {"id": "SYN-SALES-APAC-01", "label": "Sales APAC 01", "active": false}
  ],
  "territory_owners": {
    "EU": ["SYN-SALES-EU-01"],
    "NA": ["SYN-SALES-NA-01"],
    "APAC": ["SYN-SALES-APAC-01"]
  },
  "invariants": [
    "No network request or CRM write occurs in this simulator.",
    "Repeated input and policy produce the same decision; this does not establish CRM idempotency.",
    "Ineligible, ambiguous and unowned exception records receive no proposed owner assignment.",
    "Matching is supplied as an explicit input; the simulator does not search a real CRM.",
    "Existing customer ownership is a deliberate sample policy, not an automatic HubSpot guarantee.",
    "A proposed create or update requires destination verification in an actual implementation."
  ]
}