Evidence and Reconciliation

An opportunity’s evidence includes relationship activities, uploaded files, independent review decisions and operation receipts. Attachments carry a title, evidence type, uploader, upload date and an Internal or Shared visibility choice. Decisions retain the source revision and reviewer reason. Together these records help the team explain what was requested, what was reviewed and what result followed.

An operation receipt identifies the action and its stable operation key, expected revision and result state. It can also retain effect references, an external reference and a failure reason. Sales Manager uses read-first reconciliation to compare that declared result with the linked local evidence. A mismatch remains available for review instead of being treated as completed work merely because a request was submitted.

• Supporting files. Attach evidence to the correct opportunity and choose its visibility deliberately. A clear title and evidence type help the reviewer distinguish the current customer scope from earlier material.
• Action result. Use the receipt to identify the requested operation and revision. Pending, Completed, Failed and the needs-review state describe different results that the owner must interpret before taking another action.
• Reconciliation. Compare the receipt’s declared revision with its linked effect. Complete only the result supported by that evidence, and retain the discrepancy when the record needs further investigation.

Agree which evidence belongs in Internal or Shared scope and who can access the underlying file. Define who investigates a failed operation and who can reconcile a result. Make sure the team can trace a repeated operation key to its original request rather than creating another customer effect because a screen response was uncertain.

Decide how corrections distinguish work that has not executed from work whose effect already exists. Cancel unexecuted scope without deleting its history. When executed scope needs a compensating action, obtain independent approval and keep it pending until the responsible downstream system confirms the result. Agree how those external confirmations reach the reviewer and how unresolved discrepancies are followed up.

After a reviewed proposal, ask Sales Manager to inspect the operation receipt and the corresponding decision evidence. Run reconciliation and confirm that the declared revision and saved effect support the result. Repeat the same operation key and inspect the retained outcome rather than creating another proposal action.

Then use a rehearsal receipt whose effect does not match the declared revision. Reconciliation should retain a needs-review result with an explanation. Attach a supporting document as Internal and check access with an authorized reviewer and an unrelated organization’s user. Finally, rehearse a correction to executed scope: the approved compensating request must remain pending until its downstream confirmation arrives. Auditor should be able to trace both the original action and the correction without losing the earlier evidence.

• Receipt Exceptions — Failed actions and discrepancies that need investigation before the team proceeds.
• Pending Operation Receipts — Requested work whose completion still needs to be established.
• Internal Evidence — Supporting files with internal visibility for the opportunity review.

Continue with receipt reconciliation and correction of authorized scope.