{
  "specVersion": "0.2.0-draft",
  "id": "https://example.invalid/packs/sales-deal-readiness",
  "version": "0.2.0",
  "title": "Deal evidence readiness — what is blocking review?",
  "description": "Synthetic enterprise deal-desk example for Revenue Operations. Reconciles separate CRM, quote, security and finance records against an explicitly identified quote and delivery scope. A positive result means evidence readiness under this illustrative policy; it is not permission to sign or a prediction that the customer will buy.",
  "decision": {
    "intent": "Establish whether evidence for the current deal, quote and delivery scope is sufficient for the accountable owner to review, and expose missing records or policy exceptions.",
    "question": "Is the evidence for this deal ready for owner review?"
  },
  "applicability": {
    "op": "all",
    "conditions": [
      {
        "op": "fact",
        "path": "/deal/context",
        "operator": "equals",
        "value": "synthetic-demo"
      },
      {
        "op": "fact",
        "path": "/deal/stage",
        "operator": "equals",
        "value": "negotiation"
      }
    ]
  },
  "evidenceRequirements": [
    {
      "id": "crm-record",
      "description": "CRM record naming the opportunity, current quote revision and delivery scope.",
      "required": true,
      "kind": "document"
    },
    {
      "id": "current-quote",
      "description": "Quote showing the same scope, terms revision, annual value and discount as the review request.",
      "required": true,
      "kind": "document"
    },
    {
      "id": "security-review",
      "description": "Security approval or refusal for the same opportunity, quote revision and delivery scope.",
      "required": true,
      "kind": "document"
    },
    {
      "id": "finance-approval",
      "description": "Finance approval or refusal covering the same quote, scope, terms revision, value and discount.",
      "required": true,
      "kind": "document"
    }
  ],
  "sources": [
    {
      "id": "demo-policy",
      "title": "Synthetic deal evidence policy v0.2.0",
      "publisher": "Judgment Pack demo",
      "locator": {
        "kind": "path",
        "value": "sources/policy/deal-evidence-policy-v0.2.0.md"
      },
      "citation": {
        "location": "Evidence binding and decision gate",
        "excerpt": "Records must match the reviewed opportunity, quote revision and delivery scope. Finance must cover the current terms, value and discount. Missing, inaccessible or mismatched evidence cannot clear the deal. A positive result means evidence readiness for owner review."
      },
      "rights": "Original synthetic demonstration content. Not OpenText policy."
    }
  ],
  "outcomes": [
    {
      "id": "evidence-ready",
      "label": "Evidence ready for owner review",
      "description": "The declared records match the submitted deal, quote revision, scope and commercial terms, and satisfy this demo policy. The accountable owner still decides whether to proceed."
    },
    {
      "id": "commercial-review",
      "label": "Commercial review required",
      "description": "Security and finance clear the proposal, but discount above 20% requires Deal Desk review."
    },
    {
      "id": "hold",
      "label": "Hold — resolve the blocker",
      "description": "A known approval or commercial validity check prevents readiness."
    }
  ],
  "rules": [
    {
      "id": "standard-deal",
      "description": "Complete matching approvals within standard commercial policy",
      "when": {
        "op": "all",
        "conditions": [
          {
            "op": "all",
            "conditions": [
              {
                "op": "fact",
                "path": "/deal/annualValueUSD",
                "operator": "greater-than",
                "value": "0"
              },
              {
                "op": "fact",
                "path": "/deal/discountPercent",
                "operator": "greater-than-or-equal",
                "value": "0"
              },
              {
                "op": "fact",
                "path": "/deal/discountPercent",
                "operator": "less-than-or-equal",
                "value": "100"
              }
            ]
          },
          {
            "op": "fact",
            "path": "/security/approved",
            "operator": "equals",
            "value": true
          },
          {
            "op": "fact",
            "path": "/finance/approved",
            "operator": "equals",
            "value": true
          },
          {
            "op": "fact",
            "path": "/deal/discountPercent",
            "operator": "less-than-or-equal",
            "value": "20"
          },
          {
            "op": "fact",
            "path": "/deal/nonStandardTerms",
            "operator": "equals",
            "value": false
          }
        ]
      },
      "outcome": "evidence-ready",
      "onUnknown": "escalate",
      "sourceRefs": [
        "demo-policy"
      ],
      "evidenceRequirementRefs": [
        "crm-record",
        "current-quote",
        "security-review",
        "finance-approval"
      ],
      "rationale": "The asserted evidence satisfies the reviewed gate; the owner remains responsible for any signature decision."
    },
    {
      "id": "discount-exception",
      "description": "Cleared proposal above the standard discount limit",
      "when": {
        "op": "all",
        "conditions": [
          {
            "op": "all",
            "conditions": [
              {
                "op": "fact",
                "path": "/deal/annualValueUSD",
                "operator": "greater-than",
                "value": "0"
              },
              {
                "op": "fact",
                "path": "/deal/discountPercent",
                "operator": "greater-than-or-equal",
                "value": "0"
              },
              {
                "op": "fact",
                "path": "/deal/discountPercent",
                "operator": "less-than-or-equal",
                "value": "100"
              }
            ]
          },
          {
            "op": "fact",
            "path": "/security/approved",
            "operator": "equals",
            "value": true
          },
          {
            "op": "fact",
            "path": "/finance/approved",
            "operator": "equals",
            "value": true
          },
          {
            "op": "fact",
            "path": "/deal/discountPercent",
            "operator": "greater-than",
            "value": "20"
          },
          {
            "op": "fact",
            "path": "/deal/nonStandardTerms",
            "operator": "equals",
            "value": false
          }
        ]
      },
      "outcome": "commercial-review",
      "onUnknown": "escalate",
      "sourceRefs": [
        "demo-policy"
      ],
      "evidenceRequirementRefs": [
        "crm-record",
        "current-quote",
        "security-review",
        "finance-approval"
      ],
      "rationale": "Cleared proposal above the standard discount limit; this is a synthetic policy recommendation."
    },
    {
      "id": "approval-declined",
      "description": "Known security or finance refusal",
      "when": {
        "op": "any",
        "conditions": [
          {
            "op": "fact",
            "path": "/security/approved",
            "operator": "equals",
            "value": false
          },
          {
            "op": "fact",
            "path": "/finance/approved",
            "operator": "equals",
            "value": false
          }
        ]
      },
      "outcome": "hold",
      "onUnknown": "escalate",
      "sourceRefs": [
        "demo-policy"
      ],
      "evidenceRequirementRefs": [
        "crm-record",
        "current-quote",
        "security-review",
        "finance-approval"
      ],
      "rationale": "Known security or finance refusal; this is a synthetic policy recommendation."
    }
  ],
  "exceptions": [
    {
      "id": "non-standard-terms",
      "description": "Nonstandard terms require a person even if finance and security are clear.",
      "when": {
        "op": "fact",
        "path": "/deal/nonStandardTerms",
        "operator": "equals",
        "value": true
      },
      "effect": "escalate",
      "onUnknown": "escalate",
      "sourceRefs": [
        "demo-policy"
      ]
    }
  ],
  "fallbackOutcome": "hold",
  "escalation": {
    "triggers": [
      "not-applicable",
      "missing-required-evidence",
      "unknown"
    ],
    "target": {
      "kind": "human-role",
      "name": "Deal Desk owner"
    },
    "message": "The Deal Desk owner coordinates the named evidence owner. Inspect the retained source diagnosis: obtain missing reviews, correct the exact quote or scope, or route nonstandard terms to Legal. No notification or signature is sent."
  },
  "metadata": {
    "authors": [
      "Codex — synthetic demo prepared for the maintainer"
    ],
    "createdAt": "2026-09-28T16:53:07.554602Z",
    "license": "Apache-2.0"
  }
}