From c2854ba163efd088322e4b4055cb87a22af54cfe Mon Sep 17 00:00:00 2001
From: Chris Olson <christopher.olson@gmail.com>
Date: Sat, 11 Jul 2026 19:12:36 -0400
Subject: [PATCH] Anthropic OAuth LLM, entitlements (feature 1), renewals, + 7
 enhancements

- LLM: Anthropic Sonnet 5 (effort=low) via OAuth Bearer (Claude Code keychain
  token, expiry-aware); NVIDIA/LM Studio endpoints kept commented for switch-back.
- Entitlements: scripts/import_entitlements.py joins ACL export to accounts by
  normalized parent name (324/342 matched; ID column Excel-corrupted), maps
  products->capabilities via data/product_capability_map.json. Raw ACL csv and
  entitlements.json are gitignored (confidential); accounts.json carries derived
  currentProducts + ownedCapabilityIds. Owned capabilities tag briefs EXPANSION.
- Renewals: local renewal-proximity score boost (window 365d, max +0.10) +
  'renewals' report; briefs/digests show RENEWAL WINDOW context.
- Batch runs: loop --limit/--rep with persistent cursor (strategic + stale-first).
- Digests: per-rep HTML export; timestamped digest_<date>_<time>.md kept forever.
- Account narrative memory fed into relevance/synthesis; synthesis maintains it.
- Signal quality gate drops PR fluff pre-LLM; SEC EDGAR filings connector.
- Citation verification: talking points must cite [S#] signals or are dropped.
- Brief filenames use account-name slug; whitespace report + installed-base view.
- USAGE.md: full command/flag/env reference.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---
 sales-agent/.env.example                     |    20 +-
 sales-agent/.gitignore                       |     5 +
 sales-agent/USAGE.md                         |   235 +
 sales-agent/data/accounts.json               | 20585 ++++++++++++++++-
 sales-agent/data/accounts.pilot-backup.json  |   142 +
 sales-agent/data/product_capability_map.json |    48 +
 sales-agent/run.py                           |    70 +-
 sales-agent/scripts/import_accounts.py       |   123 +
 sales-agent/scripts/import_entitlements.py   |   163 +
 sales-agent/src/agents/harvester.py          |     4 +-
 sales-agent/src/agents/quality_gate.py       |    79 +
 sales-agent/src/agents/relevance.py          |     3 +
 sales-agent/src/agents/scorer.py             |     9 +-
 sales-agent/src/agents/synthesizer.py        |    61 +-
 sales-agent/src/config.py                    |    34 +-
 sales-agent/src/connectors/sec_edgar.py      |   139 +
 sales-agent/src/delivery/digest.py           |   102 +-
 sales-agent/src/delivery/render.py           |    21 +-
 sales-agent/src/delivery/whitespace.py       |   126 +
 sales-agent/src/llm.py                       |    75 +-
 sales-agent/src/memory/entitlements.py       |    66 +
 sales-agent/src/pipeline.py                  |    83 +-
 sales-agent/src/types.py                     |     1 +
 23 files changed, 22050 insertions(+), 144 deletions(-)
 create mode 100644 sales-agent/USAGE.md
 create mode 100644 sales-agent/data/accounts.pilot-backup.json
 create mode 100644 sales-agent/data/product_capability_map.json
 create mode 100644 sales-agent/scripts/import_accounts.py
 create mode 100644 sales-agent/scripts/import_entitlements.py
 create mode 100644 sales-agent/src/agents/quality_gate.py
 create mode 100644 sales-agent/src/connectors/sec_edgar.py
 create mode 100644 sales-agent/src/delivery/whitespace.py
 create mode 100644 sales-agent/src/memory/entitlements.py

diff --git a/sales-agent/.env.example b/sales-agent/.env.example
index 71db156..cea9237 100644
--- a/sales-agent/.env.example
+++ b/sales-agent/.env.example
@@ -1,9 +1,17 @@
 # Copy to .env and fill in. The loop runs WITHOUT a key using a mock reasoner.
 
 # --- LLM provider ---
-# LLM_PROVIDER: openai | gemini | anthropic  (auto-detected from whichever key is
-# set if blank; OpenAI-compatible preferred). Provider w/ a missing key => mock.
-LLM_PROVIDER=openai
+# LLM_PROVIDER: anthropic | openai | gemini  (auto-detected if blank).
+LLM_PROVIDER=anthropic
+
+# Anthropic via OAuth (Claude subscription) — token from ANTHROPIC_OAUTH_TOKEN,
+# else the Claude Code credential in the macOS keychain (auto-refreshed by
+# Claude Code; run any `claude -p ...` command if it has expired).
+LLM_MODEL=claude-sonnet-5
+ANTHROPIC_EFFORT=low          # low | medium | high | max
+ANTHROPIC_USE_KEYCHAIN=1
+# ANTHROPIC_OAUTH_TOKEN=
+# ANTHROPIC_API_KEY=
 
 # OpenAI-compatible endpoint — works with OpenAI, OpenRouter, Together, Groq,
 # vLLM, Ollama, LM Studio, etc. Just point these three at any /chat/completions API:
@@ -20,8 +28,10 @@ LLM_RATELIMIT_MAX_RETRIES=24
 # Other providers:
 GEMINI_API_KEY=
 GEMINI_MODEL=gemini-2.5-flash
-ANTHROPIC_API_KEY=
-LLM_MODEL=claude-sonnet-4-6
+
+# --- SEC EDGAR filings harvester (free, no key; public accounts auto-matched) ---
+SEC_ENABLED=1
+SEC_MAX_FILINGS_PER_ACCOUNT=5
 
 # Scoring thresholds (design Phase 5)
 PRIORITY_THRESHOLD=0.72
diff --git a/sales-agent/.gitignore b/sales-agent/.gitignore
index 42251b5..9045a03 100644
--- a/sales-agent/.gitignore
+++ b/sales-agent/.gitignore
@@ -2,3 +2,8 @@ output/
 .env
 __pycache__/
 *.pyc
+
+# Confidential entitlement data — never commit
+data/SE_ACL*.csv
+data/*ACL*.csv
+data/entitlements.json
diff --git a/sales-agent/USAGE.md b/sales-agent/USAGE.md
new file mode 100644
index 0000000..93c5feb
--- /dev/null
+++ b/sales-agent/USAGE.md
@@ -0,0 +1,235 @@
+# Usage Reference — Sales Prospecting Agent Loop
+
+All commands run from `sales-agent/`: `python3 run.py <command> [flags]`
+
+---
+
+## Commands
+
+### `loop` — run the harvest → reason → deliver cycle
+
+```bash
+python3 run.py loop                          # all accounts (ordered, see below)
+python3 run.py loop --limit 30               # at most 30 accounts this run
+python3 run.py loop --account 300000172847316
+python3 run.py loop --tier strategic         # strategic | enterprise | growth
+python3 run.py loop --rep "Robert Parker"    # one rep's accounts (name or id substring)
+python3 run.py loop --tier strategic --limit 10
+python3 run.py loop --domain-filter          # Exa: account's own domain only
+python3 run.py loop --no-domain-filter       # Exa: broad-web news (default)
+```
+
+| Flag | Effect |
+|---|---|
+| `--account ID` | Run a single account by `accountId` (OEC number) |
+| `--tier T` | Only `strategic` / `enterprise` / `growth` accounts |
+| `--rep NAME` | Only accounts assigned to a rep (case-insensitive name or `rep_id` substring) |
+| `--limit N` | Process at most N accounts. Order: **strategic tier first, then least-recently-scanned** (never-scanned first). The run cursor (`output/state/run_cursor.json`) persists, so successive `--limit` runs walk the whole territory — e.g. a nightly `loop --limit 30` covers 342 accounts in ~12 days. |
+| `--domain-filter` | Scope Exa news to the account's own domain (newsroom/PR only) |
+| `--no-domain-filter` | Broad-web news about the account (default) |
+
+Per-account flow: harvest (Exa news + SEC EDGAR filings + stubs) → dedup →
+**quality gate** (drops awards/CSR/ticker chatter pre-LLM; log:
+`output/state/quality_gate_log.json`) → LLM relevance filter (with rolling
+**account narrative** as context) → LLM synthesis (briefs with **cited talking
+points** `[S#]` + updated narrative) → **citation verification** (uncited
+points dropped; brief skipped if none survive) → scoring → delivery
+(`output/briefs/*.md`) → memory + cursor update.
+
+On LLM rate-limit (429): waits and retries (no fabricated output). On LLM
+failure: account skipped, its signals retried next run.
+
+### `digest` — per-rep intelligence digest
+
+```bash
+python3 run.py digest                          # text digest, all reps (also -> output/digest.md)
+python3 run.py digest --rep rep_robert_parker  # filter by rep id
+python3 run.py digest --rep "Misty Brew" --html # forwardable HTML -> output/digests/
+python3 run.py digest --html                   # HTML for all reps
+```
+
+| Flag | Effect |
+|---|---|
+| `--rep X` | Filter to one rep (text mode: rep id; HTML mode: name substring or id) |
+| `--html` | Write a self-contained HTML file (`output/digests/digest_<rep>_<date>.html`) — clean enough to paste/forward as an email body |
+
+### `renewals` — upcoming renewals by month (local entitlement data)
+
+```bash
+python3 run.py renewals                 # next 6 months
+python3 run.py renewals --months 12 --limit 30
+```
+
+| Flag | Effect |
+|---|---|
+| `--months N` | Horizon (default 6) |
+| `--limit N` | Max rows per month (default 15) |
+
+Renewal proximity also feeds scoring automatically: a brief whose capability
+(or account) has a renewal within `RENEWAL_WINDOW_DAYS` (default 365) gets a
+boost up to `RENEWAL_BOOST_MAX` (default +0.10; half for account-level
+renewals), scaled by closeness — computed locally, no LLM. Boosted briefs show
+a **💰 RENEWAL WINDOW** block in the brief/digest.
+
+### `whitespace` — territory coverage report
+
+```bash
+python3 run.py whitespace     # prints + writes output/whitespace.md
+```
+
+Shows: scanned vs never-scanned vs stale (>14d) accounts, opportunities by
+capability, pipeline status counts, per-account coverage, and the backlog of
+never-scanned accounts. (Becomes a true owns-vs-whitespace matrix once
+entitlement data populates `currentProducts`.)
+
+### `feedback` — record a rep's verdict on a brief
+
+```bash
+python3 run.py feedback --brief <BRIEF_ID> --action act_on
+python3 run.py feedback --brief <BRIEF_ID> --action reject --note "already own this"
+```
+
+| Flag | Effect |
+|---|---|
+| `--brief ID` | Brief id (see `briefs` command or the digest) |
+| `--action A` | `act_on` \| `snooze` \| `reject` \| `won` \| `lost` |
+| `--note "..."` | Optional free-text context, stored with the feedback |
+
+### `recalibrate` — recompute feedback-driven scoring weights
+
+```bash
+python3 run.py recalibrate    # weekly job; needs >=3 samples per combo
+```
+
+### `accounts` / `briefs` / `exa-usage` — inspection
+
+```bash
+python3 run.py accounts       # list all target accounts (tier, rep, products)
+python3 run.py briefs         # all briefs, ranked by score, with status
+python3 run.py exa-usage      # Exa request budget (monthly cap / remaining)
+```
+
+### Account import (repeatable)
+
+```bash
+python3 scripts/import_accounts.py "/path/to/ISG Customer Sales Assignments.csv"
+```
+
+Rebuilds `data/accounts.json` from a territory CSV export (see script header
+for the field mapping). Backs up nothing — copy `data/accounts.json` first.
+
+### Entitlement import (repeatable, 100% local)
+
+```bash
+python3 scripts/import_entitlements.py data/SE_ACL_FY26_Q3.csv
+```
+
+Loads the confidential ACL export **entirely locally** (no LLM, no API):
+aggregates active contract lines per parent, joins to accounts by normalized
+parent name (the FY26 Q3 export's Parent Account ID column is Excel-corrupted),
+maps product families → capability ids via `data/product_capability_map.json`,
+and writes:
+
+- `data/accounts.json` — `currentProducts` (readable, fed to LLM prompts) +
+  `ownedCapabilityIds` (used for local anti-signal checks)
+- `data/entitlements.json` (**gitignored**) — full per-account detail incl.
+  next renewal dates
+- `output/state/entitlement_unmapped.json` — product families with no
+  capability mapping yet; extend `product_capability_map.json` from this
+
+During the loop, a brief for an already-owned capability is tagged
+**⬆ EXPANSION** (local set lookup, no LLM call). The ACL CSV and
+entitlements.json are gitignored and never leave the machine.
+
+---
+
+## Configuration (`.env`)
+
+### LLM provider
+
+| Var | Default | Meaning |
+|---|---|---|
+| `LLM_PROVIDER` | auto | `anthropic` \| `openai` \| `gemini` (auto-detects from keys if blank) |
+| `LLM_MODEL` | `claude-sonnet-5` | Anthropic model id |
+| `ANTHROPIC_EFFORT` | `low` | Reasoning effort: `low` \| `medium` \| `high` \| `max` |
+| `ANTHROPIC_USE_KEYCHAIN` | `1` | Read the Claude Code OAuth token from the macOS keychain (kept fresh by Claude Code; refresh with any `claude -p ...` call if expired) |
+| `ANTHROPIC_OAUTH_TOKEN` | — | Explicit OAuth token (overrides keychain) |
+| `ANTHROPIC_API_KEY` | — | Classic API key (used only if no OAuth token available) |
+| `OPENAI_BASE_URL` | — | Any OpenAI-compatible `/chat/completions` endpoint (NVIDIA, LM Studio, ... — commented examples in `.env`) |
+| `OPENAI_API_KEY` / `OPENAI_MODEL` | — | Credentials/model for that endpoint |
+| `OPENAI_JSON_MODE` | `1` | Send `response_format=json_object` (0 if endpoint rejects it) |
+| `OPENAI_TEMPERATURE` | `0.5` | Sampling (OpenAI-compatible only) |
+| `OPENAI_FREQUENCY_PENALTY` | `0.4` | Anti-repetition (OpenAI-compatible only) |
+| `GEMINI_API_KEY` / `GEMINI_MODEL` | — | Gemini credentials/model |
+| `LLM_RATELIMIT_WAIT_SECONDS` | `900` | Wait per 429 before retry (honors `Retry-After`) |
+| `LLM_RATELIMIT_MAX_RETRIES` | `24` | Max 429 waits before skipping the account |
+| `LLM_CONTENT_RETRIES` | `3` | Re-samples on degenerate/unparseable model output |
+
+**Switching providers** is a `.env` edit only: set `LLM_PROVIDER`, uncomment the
+relevant block (the NVIDIA endpoint is preserved, commented, for switch-back).
+
+### Signal sources
+
+| Var | Default | Meaning |
+|---|---|---|
+| `EXA_API_KEY` | — | Exa.ai key (news search) |
+| `EXA_ENABLED` | `1` | `0` forces fixtures (no API calls) |
+| `EXA_MONTHLY_REQUEST_CAP` | `1000` | Hard monthly ceiling (persistent counter) |
+| `EXA_PER_RUN_REQUEST_CAP` | `25` | Hard per-run ceiling |
+| `EXA_RESULTS_PER_QUERY` | `5` | Articles per account per run |
+| `EXA_LOOKBACK_DAYS` | `45` | News/filings recency window |
+| `EXA_CATEGORY` | `news` | Exa category filter (`""` disables) — keeps out careers/marketing pages |
+| `EXA_DOMAIN_FILTER` | `0` | `1` = first-party newsroom only |
+| `EXA_EXCLUDE_DOMAINS` | — | Comma-separated hosts to always exclude |
+| `SEC_ENABLED` | `1` | SEC EDGAR filings harvester (free, public accounts auto-detected via CIK match) |
+| `SEC_MAX_FILINGS_PER_ACCOUNT` | `5` | Max recent filings per account per run |
+
+### Scoring
+
+| Var | Default | Meaning |
+|---|---|---|
+| `PRIORITY_THRESHOLD` | `0.72` | Composite score for priority (immediate) delivery |
+| `STANDARD_THRESHOLD` | `0.45` | Composite score for standard (digest) delivery |
+| `CONFIDENCE_FLOOR` | `0.35` | Briefs the LLM itself scores below this are logged, never delivered |
+| `RENEWAL_WINDOW_DAYS` | `365` | Renewal proximity window for the score boost |
+| `RENEWAL_BOOST_MAX` | `0.10` | Max boost at renewal date (same-capability; half for account-level) |
+
+Composite formula: `signalStrength*0.30 + llmConfidence*0.20 + accountTier*0.20 +
+buyerSeniority*0.15 + timingUrgency*0.10 + repFeedback*0.05`.
+
+---
+
+## Output layout
+
+```
+output/
+├── briefs/                       # delivered briefs (Slack-style markdown)
+├── digests/                      # HTML digests (digest_<rep>_<date>.html)
+├── digest.md                     # latest text digest (convenience copy)
+├── digest_<date>_<time>.md       # timestamped digests (every run kept)
+├── whitespace.md                 # latest coverage report
+└── state/
+    ├── run_cursor.json           # per-account last-scanned timestamps (--limit batching)
+    ├── memory_<accountId>.json   # per-account memory incl. accountNarrative
+    ├── briefs_index.json         # all briefs + status
+    ├── feedback.json             # rep feedback records
+    ├── scoring_weights.json      # recalibrated weights
+    ├── quality_gate_log.json     # last 500 signals dropped pre-LLM (tune the gate here)
+    ├── exa_usage.json            # Exa monthly request counter
+    ├── sec_company_tickers.json  # SEC company->CIK table (cached 7 days)
+    └── sec_cik_map.json          # accountId->CIK resolution cache (incl. non-public misses)
+```
+
+## Typical cadences
+
+```bash
+# Nightly (cron): walk the territory 30 accounts at a time
+python3 run.py loop --limit 30
+
+# Monday morning: coverage review + per-rep digests
+python3 run.py whitespace
+python3 run.py digest --rep "Misty Brew" --html
+
+# Weekly: fold rep feedback into scoring
+python3 run.py recalibrate
+```
diff --git a/sales-agent/data/accounts.json b/sales-agent/data/accounts.json
index ff7c2ab..ad20041 100644
--- a/sales-agent/data/accounts.json
+++ b/sales-agent/data/accounts.json
@@ -1,142 +1,20529 @@
 {
-  "_note": "Pilot target list (~200 total to come). REAL fields: accountName, domain, industry, crmTier (verbatim CRM tier where known). crmTier->accountTier mapping used by the 3-band scorer: Tier 1->strategic, Tier 2->enterprise, Tier 3->growth, Tier 4->growth (NOTE: Tier 3 & 4 currently collapse to the same scoring weight — extend scorer to 4 bands to distinguish). PLACEHOLDER fields to confirm from CRM/install-base: assignedRep, currentProducts (drives anti-signal suppression — empty means nothing suppressed yet), targetContacts (empty; LLM/signal authors identify the ideal contact, CRM enrichment fills the rest).",
+  "_note": "Imported from ISG Customer Sales Assignments territory CSV (scripts/import_accounts.py). accountId = OEC Account Number. Tier: Classification Strategic->strategic, Corporate->enterprise (verbatim in crmClassification/subClass). Rep email synthesized first.last@broadcom.com (UNVERIFIED). reference.parentId is the Parent Account ID for future product-entitlement matching. currentProducts empty until entitlement data is loaded.",
   "accounts": [
     {
-      "accountId": "acct_lowes",
-      "accountName": "Lowe's Companies",
-      "domain": "lowes.com",
-      "industry": "Retail (Home Improvement)",
-      "accountTier": "strategic",
-      "assignedRep": { "id": "rep_sarah", "name": "Sarah K.", "email": "sarah.k@yourco.com" },
+      "accountId": "300000172850405",
+      "accountName": "INTERNATIONAL PAPER",
+      "domain": "internationalpaper.com",
+      "industry": "Manufacturing",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_misty_brew",
+        "name": "Misty Brew",
+        "email": "misty.brew@broadcom.com"
+      },
+      "currentProducts": [
+        "VCF OTHER (VCENTER)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE ESSENTIALS)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172850405",
+        "erpAccountNumber": "",
+        "parentId": "300000172874423",
+        "parentName": "INTERNATIONAL PAPER (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
+        "state": "",
+        "website": "http://www.internationalpaper.com",
+        "emailDomain": "ipaper.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_vcf",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168650970",
+      "accountName": "INFIRMARY HEALTH",
+      "domain": "infirmaryhealth.org",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_antoin_mathis",
+        "name": "Antoin Mathis",
+        "email": "antoin.mathis@broadcom.com"
+      },
+      "currentProducts": [
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168650970",
+        "erpAccountNumber": "",
+        "parentId": "300000168698347",
+        "parentName": "INFIRMARY HEALTH (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
+        "state": "",
+        "website": "http://www.infirmaryhealth.org",
+        "emailDomain": "infirmaryhealth.org"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172859518",
+      "accountName": "UF HEALTH SHANDS",
+      "domain": "",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_brian_mcnenney",
+        "name": "Brian McNenney",
+        "email": "brian.mcnenney@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA SERVICES (DSM)",
+        "DESKTOP HYPERVISOR",
+        "PRIVATE AI FOUNDATION",
+        "TAM-VCF",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172859518",
+        "erpAccountNumber": "",
+        "parentId": "300000172837974",
+        "parentName": "UF HEALTH SHANDS (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Barbara Jeanne",
+        "country": "US",
+        "state": "",
+        "website": "",
+        "emailDomain": ""
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172836755",
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+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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-      "accountId": "acct_duke_energy",
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     {
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+        "VCF OTHER (ARIA SUITE)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
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+        "AUTOMATION (ESP DSERIES WORKLOAD AUTOMATION)",
+        "AUTOMATION (PLA ALLOCATION - AUTOMATION)",
+        "DATA PROTECTION (VLR)",
+        "ESP (PLA ALLOCATION - SERVICE MANAGEMENT)",
+        "ITOM (PLA ALLOCATION - ITOM)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (CROSS-ENTERPRISE APM)",
+        "MF AIOPS AND AUTOMATION (DYNAMIC CAPACITY INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (JCLCHECK UTILITY)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME APPLICATION TUNER)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME NETWORK MANAGEMENT)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME OPERATIONAL INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (NETMASTER)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (SYSVIEW)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION CA 7 EDITION)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION ESP EDITION)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (HBJS)",
+        "MF DEVOPS (HTAC)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF INFRASTRUCTURE PRODUCTS (TPX)",
+        "NETOPS (APPNETA)",
+        "NETOPS (PLA ALLOCATION - APPNETA)",
+        "NETOPS (PLA ALLOCATION - DX NETOPS)",
+        "NETOPS (PLA ALLOCATION - TELCO NETWORK)",
+        "SAM-VCF",
+        "TAM-VCF",
+        "VALUEOPS (PLA ALLOCATION - CLARITY)",
+        "VALUEOPS (PLA ALLOCATION - RALLY)",
+        "VALUEOPS (PLA ALLOCATION - VALUE STREAM MANAGEMENT)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "VCF OTHER (NSX NETWORKING)",
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+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VMC ON AWS",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "VCF OTHER (SDDC MANAGER)",
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+        "cap_vmw_vsphere"
+      ]
+    },
+    {
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+      "industry": "",
+      "accountTier": "enterprise",
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+      "subClass": "",
+      "assignedRep": {
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+        "name": "Christopher Hird",
+        "email": "christopher.hird@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (DSM)",
+        "NETOPS (APPNETA)",
+        "PRIVATE AI FOUNDATION",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168659159",
+        "erpAccountNumber": "",
+        "parentId": "300000168701166",
+        "parentName": "SES S.A.(GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Lio Gonzalez",
+        "country": "US",
+        "state": "",
+        "website": "",
+        "emailDomain": ""
+      },
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+        "cap_es_appneta",
+        "cap_es_dx_netops",
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
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+      "domain": "prismahealth.org",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Antoin Mathis",
+        "email": "antoin.mathis@broadcom.com"
+      },
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+        "DATA SERVICES (DSM)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
+      ],
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+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "300000168641858",
+        "parentName": "Prisma Health (GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
+        "state": "",
+        "website": "http://www.prismahealth.org",
+        "emailDomain": "prismahealth.org"
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+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+    },
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+      "domain": "anmedhealth.org",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Darren Busbee",
+        "email": "darren.busbee@broadcom.com"
+      },
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+        "DATA SERVICES (DSM)",
+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
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+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "300000168675530",
+        "parentName": "ANMED HEALTH (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.anmedhealth.org",
+        "emailDomain": "anmedhealth.org, anmed.org"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168666710",
+      "accountName": "OCWEN FINANCIAL",
+      "domain": "ocwen.com",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_mark_larman",
+        "name": "Mark Larman",
+        "email": "mark.larman@broadcom.com"
+      },
       "currentProducts": [],
       "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168666710",
+        "erpAccountNumber": "",
+        "parentId": "300000168602455",
+        "parentName": "OCWEN FINANCIAL (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.ocwen.com",
+        "emailDomain": "ocwen.com"
+      },
       "lastRunAt": null
     },
     {
-      "accountId": "acct_hope_gas",
-      "accountName": "Hope Gas Holdings",
-      "domain": "hopegas.com",
-      "industry": "Energy & Utilities (Natural Gas)",
-      "crmTier": "Tier 3",
-      "accountTier": "growth",
-      "assignedRep": { "id": "rep_priya", "name": "Priya R.", "email": "priya.r@yourco.com" },
-      "currentProducts": [],
+      "accountId": "300000172847017",
+      "accountName": "HOME DEPOT",
+      "domain": "homedepot.com",
+      "industry": "Retail",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_chad_porter",
+        "name": "Chad Porter",
+        "email": "chad.porter@broadcom.com"
+      },
+      "currentProducts": [
+        "APIM (API GATEWAY)",
+        "APIM (API PORTAL)",
+        "APIM (MOBILE API GATEWAY)",
+        "APPDEV (SERVICE VIRTUALIZATION)",
+        "AUTOMATION (AUTOMATION ANALYTICS & INTELLIGENCE)",
+        "AUTOMATION (AUTOMIC AUTOMATION)",
+        "AUTOMATION (AUTOSYS WORKLOAD AUTOMATION)",
+        "AUTOMATION (ESP DSERIES WORKLOAD AUTOMATION)",
+        "EDGE COMPUTING (ECS ADVANCED)",
+        "IAM (ADVANCED AUTHENTICATION)",
+        "IAM (SITEMINDER)",
+        "IMS OTHER (RESIDENT - IMS)",
+        "ITOM (APM - SAAS)",
+        "ITOM (APM)",
+        "ITOM (DX OPENEXPLORE)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (CROSS-ENTERPRISE APM)",
+        "MF AIOPS AND AUTOMATION (DYNAMIC CAPACITY INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (JCLCHECK UTILITY)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME APPLICATION TUNER)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME OPERATIONAL INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (SYSVIEW)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION CA 7 EDITION)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DB2 ADMINISTRATION)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (DB2 RECOVERY)",
+        "MF DATA MANAGEMENT (DB2 UTILITIES)",
+        "MF DATA MANAGEMENT (METADATA REPOSITORY)",
+        "MF DATA MANAGEMENT (MF OUTPUT MANAGEMENT SUITE)",
+        "MF DATA MANAGEMENT (SPOOL)",
+        "MF DATA MANAGEMENT (TLMS)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DATA MANAGEMENT (VIEW/DELIVER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF INFRASTRUCTURE PRODUCTS (EASYTRIEVE)",
+        "NETOPS (NETWORK OBSERVABILITY)",
+        "TANZU PLATFORM",
+        "TANZU PLATFORM (BUNDLE ALLOCATION - CF)",
+        "TANZU PLATFORM (BUNDLE ALLOCATION - K8)",
+        "TANZU PLATFORM (BUNDLE ALLOCATION - TANZU PLATFORM)",
+        "VALUEOPS (CLARITY SAAS)",
+        "VALUEOPS (RESIDENT - VALUEOPS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)"
+      ],
       "targetContacts": [],
-      "lastRunAt": null
+      "reference": {
+        "oecAccountNumber": "300000172847017",
+        "erpAccountNumber": "",
+        "parentId": "300000172869955",
+        "parentName": "HOME DEPOT (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Strategic",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Robert A Mena",
+        "country": "US",
+        "state": "",
+        "website": "http://www.homedepot.com",
+        "emailDomain": "homedepot.com, interlinebrands.com, homedepot.com.mx"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_es_automation",
+        "cap_es_clarity",
+        "cap_es_dx_apm",
+        "cap_es_dx_netops",
+        "cap_es_layer7",
+        "cap_es_valueops_insights",
+        "cap_iam_advauth",
+        "cap_iam_siteminder",
+        "cap_mf_aiops",
+        "cap_mf_automation",
+        "cap_mf_brightside",
+        "cap_mf_db2tools",
+        "cap_mf_endevor",
+        "cap_mf_storage",
+        "cap_mf_sysview",
+        "cap_mf_workload_automation",
+        "cap_vmw_aria",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
     },
     {
-      "accountId": "acct_markel",
+      "accountId": "300000172847183",
+      "accountName": "SOUTHERN COMPANY",
+      "domain": "southerncompany.com",
+      "industry": "",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_israel_malowany",
+        "name": "Israel Malowany",
+        "email": "israel.malowany@broadcom.com"
+      },
+      "currentProducts": [
+        "AUTOMATION (AUTOSYS WORKLOAD AUTOMATION)",
+        "AUTOMATION (BUNDLE ALLOCATION - AUTOMATION)",
+        "AVI LOAD BALANCER",
+        "DATA PROTECTION (BUNDLE ALLOCATION - VLR)",
+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (BUNDLE ALLOCATION - DATA SERVICES)",
+        "DLP (CDS EMAIL)",
+        "DLP (CDS WEB)",
+        "DLP (CLOUD ACCESS SECURITY BROKER (CASB))",
+        "DLP (CLOUD DETECTION SERVICE)",
+        "DLP (CLOUD DLP PACKAGE)",
+        "DLP (DLP ENDPOINT)",
+        "DLP (DLP NETWORK)",
+        "ESP (SECURITY ANALYTICS)",
+        "MF AIOPS AND AUTOMATION (BUNDLE ALLOCATION - MF AIOPS AUTOMATION)",
+        "MF AIOPS AND AUTOMATION (JOBTRAC)",
+        "MF AIOPS AND AUTOMATION (WA RESTART OPTION FOR Z/OS SCHEDULERS)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF DATA MANAGEMENT (BUNDLE ALLOCATION - MF DATA MANAGEMENT)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DB2 ADMINISTRATION)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (DB2 RECOVERY)",
+        "MF DATA MANAGEMENT (DB2 UTILITIES)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DEVOPS (BUNDLE ALLOCATION - MF DEVOPS)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF SECURITY (BUNDLE ALLOCATION - MF SECURITY)",
+        "MF SECURITY (MAINFRAME SECURITY SUITE)",
+        "SAM-VCF",
+        "SECURITY (BUNDLE ALLOCATION - ADV THREAT PREVNTION)",
+        "SECURITY (BUNDLE ALLOCATION - FIREWALL)",
+        "SECURITY (FIREWALL WITH ATP)",
+        "TAM-ANS",
+        "TAM-VCF",
+        "TELCO NETWORK (BUNDLE ALLOCATION - ARIA OPS FOR NETWRKS)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - CORE ADVANCED)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - DSM)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - HCX)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - NSX NETWORKING)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - TKG-S)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - VCENTER)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - VCLOUD DIRECTOR)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - VSAN)",
+        "TELCO NETWORK (BUNDLE ALLOCATION - VSPHERE OTHER)",
+        "TELCO NETWORK (CORE ADVANCED)",
+        "VALUEOPS (CLARITY SAAS)",
+        "VALUEOPS (RALLY SAAS)",
+        "VALUEOPS (VALUEOPS CONNECTALL)",
+        "VCF",
+        "VCF OTHER (BUNDLE ALLOCATION - ARIA)",
+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
+        "VCF OTHER (VCENTER)",
+        "VSAN (BUNDLE ALLOCATION - VSAN)",
+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE OTHER)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "300000172870021",
+        "parentName": "SOUTHERN COMPANY (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Strategic",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Robert A Mena",
+        "country": "US",
+        "state": "",
+        "website": "http://www.southerncompany.com",
+        "emailDomain": "southernco.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_es_automation",
+        "cap_es_clarity",
+        "cap_es_rally",
+        "cap_es_valueops_insights",
+        "cap_mf_db2tools",
+        "cap_mf_endevor",
+        "cap_mf_storage",
+        "cap_vmw_aria",
+        "cap_vmw_avi",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172859411",
+      "accountName": "GEO GROUP",
+      "domain": "geogroup.com",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_ed_orlando",
+        "name": "Ed Orlando",
+        "email": "ed.orlando@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (DSM)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE FOR VDI"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172859411",
+        "erpAccountNumber": "",
+        "parentId": "300000172837634",
+        "parentName": "GEO GROUP (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.geogroup.com",
+        "emailDomain": "geogroup.com, geogroup.com.au"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172868631",
+      "accountName": "BANK OF THE OZARKS",
+      "domain": "ozk.com",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_kyle_parish",
+        "name": "Kyle Parish",
+        "email": "kyle.parish@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA PROTECTION (SRM)",
+        "DATA SERVICES (DSM)",
+        "SUPPORT-VCF",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172868631",
+        "erpAccountNumber": "",
+        "parentId": "300000172847428",
+        "parentName": "BANK OF THE OZARKS (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
+        "state": "",
+        "website": "http://www.ozk.com",
+        "emailDomain": "ozk.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_live_recovery",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168669960",
+      "accountName": "KASEYA",
+      "domain": "kaseya.com",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_ed_orlando",
+        "name": "Ed Orlando",
+        "email": "ed.orlando@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA SERVICES (DSM)",
+        "PRIVATE AI FOUNDATION",
+        "SAM-VCF",
+        "SECURITY (FIREWALL WITH ATP)",
+        "SECURITY (FIREWALL)",
+        "TAM-VCF",
+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
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+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
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+        "PRIVATE AI FOUNDATION",
+        "VCF",
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE ESSENTIALS)",
+        "VSPHERE (VSPHERE OTHER)"
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+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+        "email": "brian.mcnenney@broadcom.com"
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+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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+        "emailDomain": "suncoastcreditunion.com"
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+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (DSM)",
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+        "SECURITY (FIREWALL WITH ATP)",
+        "SECURITY (FIREWALL)",
+        "TAM-VCF",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)"
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Sandra Leonard",
+        "country": "US",
+        "state": "",
+        "website": "http://www.piedmonthealthcare.com",
+        "emailDomain": "piedmont.org, piedmonthealthcare.com"
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+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+        "email": "jeff.salowe@broadcom.com"
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+        "CB ENDPOINT (CB APP CONTROL)",
+        "DATA PROTECTION (SRM)",
+        "DESKTOP HYPERVISOR",
+        "ITOM (DX OPENEXPLORE)",
+        "SAM-VCF",
+        "SECURITY (FIREWALL WITH ATP)",
+        "TAM-ANS",
+        "TAM-TNZ",
+        "TAM-VCF",
+        "TANZU PLATFORM",
+        "TANZU PLATFORM (APP CATALOG (TAC))",
+        "TANZU PLATFORM (DATA SERVICES TILES)",
+        "TANZU PLATFORM (TANZU APPLICATION PLATFORM (TAP))",
+        "TANZU PLATFORM (TANZU KUBERNETES GRID INTEGRATED (TKGI))",
+        "TANZU PLATFORM (TANZU PLATFORM SPRING)",
+        "VCF",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TANZU KUBERNETES OPERATIONS (TKO))",
+        "VCF OTHER (VCENTER)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "parentId": "300000172869903",
+        "parentName": "ACI WORLDWIDE (GP)",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Kathleen Sullivan",
+        "country": "US",
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+        "website": "http://www.aciworldwide.com",
+        "emailDomain": "aciworldwide.com"
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+        "cap_vmw_live_recovery",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsphere"
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+      "accountTier": "enterprise",
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+      "subClass": "",
+      "assignedRep": {
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+        "name": "Christopher Hird",
+        "email": "christopher.hird@broadcom.com"
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+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "salesRegion": "BSG-AMERICAS",
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+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.afiniti.com",
+        "emailDomain": "afiniti.com"
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+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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       "accountName": "Markel",
       "domain": "markel.com",
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-      "crmTier": "Tier 3",
-      "accountTier": "growth",
-      "assignedRep": { "id": "rep_marcus", "name": "Marcus L.", "email": "marcus.l@yourco.com" },
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+      "accountTier": "enterprise",
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+      "subClass": "",
+      "assignedRep": {
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+        "name": "Justin Fife",
+        "email": "justin.fife@broadcom.com"
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+        "DATA PROTECTION (BUNDLE ALLOCATION - VLR)",
+        "DATA SERVICES (BUNDLE ALLOCATION - DSM)",
+        "DATA SERVICES (DSM)",
+        "DESKTOP HYPERVISOR",
+        "PRIVATE AI FOUNDATION",
+        "PRIVATE AI FOUNDATION (BUNDLE ALLOCATION - PRIVATE AI)",
+        "SECURITY (BUNDLE ALLOCATION - ADV THREAT PREVNTION)",
+        "SECURITY (BUNDLE ALLOCATION - FIREWALL)",
+        "SECURITY (FIREWALL WITH ATP)",
+        "TAM-VCF",
+        "VCF",
+        "VCF (BUNDLE ALLOCATION - VCF)",
+        "VCF ADD ON (CYBER COMPLIANCE)",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (BUNDLE ALLOCATION - ARIA)",
+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCF TANZU OTHER LIGHT ALLOCATION)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSAN (BUNDLE ALLOCATION - VSAN)",
+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE ENTRPRSE PLS)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE STANDARD)",
+        "VSPHERE FOR VDI"
+      ],
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+        "erpAccountNumber": "",
+        "parentId": "300000168649330",
+        "parentName": "Markel (GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
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+        "salesArea": "AM-SOUTHEAST",
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+        "AUTOMATION (PLA ALLOCATION - AUTOMATION)",
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+        "DESKTOP HYPERVISOR",
+        "IAM (DIRECTORY)",
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+        "VCF OTHER (SDDC MANAGER)",
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+        "VCF OTHER (VCENTER)",
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+        "VCF OTHER (ARIA OPERATIONS)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
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+        "cap_vmw_vsan",
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+        "TAM-VCF",
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+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (BUNDLE ALLOCATION - ARIA)",
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+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
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+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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+        "VCF OTHER (VCENTER)",
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+        "VSPHERE (VSPHERE ESSENTIALS)",
+        "VSPHERE (VSPHERE FOUNDATION)",
+        "VSPHERE (VSPHERE STANDARD)"
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
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+        "renewalOwner": "Lydia Sadoudi",
+        "country": "US",
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+        "cap_vmw_nsx",
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+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+        "APIM (BUNDLE ALLOCATION - APIM)",
+        "AUTOMATION (AUTOMIC AUTOMATION)",
+        "AUTOMATION (BUNDLE ALLOCATION - AUTOMATION)",
+        "AUTOMATION (ESP DSERIES WORKLOAD AUTOMATION)",
+        "AVI LOAD BALANCER",
+        "DATA PROTECTION (BUNDLE ALLOCATION - VLR)",
+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (BUNDLE ALLOCATION - DATA SERVICES)",
+        "DATA SERVICES (DSM)",
+        "ESP (SOFTWARE CHANGE MANAGER)",
+        "IAM (BUNDLE ALLOCATION - SITEMINDER)",
+        "IAM (SITEMINDER)",
+        "ITOM (BUNDLE ALLOCATION - ITOM)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (BUNDLE ALLOCATION - MF AIOPS AUTOMATION)",
+        "MF AIOPS AND AUTOMATION (MIM)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION AGENTS)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION ESP EDITION)",
+        "MF DATA MANAGEMENT (BUNDLE ALLOCATION - MF DATA MANAGEMENT)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DISK BACKUP AND RESTORE)",
+        "MF DATA MANAGEMENT (IDMS)",
+        "MF DATA MANAGEMENT (MF OUTPUT MANAGEMENT SUITE)",
+        "MF DATA MANAGEMENT (SPOOL)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DATA MANAGEMENT (VIEW/DELIVER)",
+        "MF DEVOPS (BUNDLE ALLOCATION - MF DEVOPS)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF INFRASTRUCTURE PRODUCTS (BUNDLE ALLOCATION - MF INFRASTRUCTURE)",
+        "MF INFRASTRUCTURE PRODUCTS (EASYTRIEVE)",
+        "MF INFRASTRUCTURE PRODUCTS (JARS FOR VSE)",
+        "MF INFRASTRUCTURE PRODUCTS (RAPS VSE)",
+        "MF INFRASTRUCTURE PRODUCTS (VISION:REPORT)",
+        "MF INFRASTRUCTURE PRODUCTS (VISION:RESULTS)",
+        "MF INFRASTRUCTURE PRODUCTS (VISION:SIXTY)",
+        "MF SECURITY (BUNDLE ALLOCATION - MF SECURITY)",
+        "MF SECURITY (DATA CONTENT DISCOVERY)",
+        "MF SECURITY (MAINFRAME SECURITY SUITE)",
+        "MF SECURITY (TOP SECRET)",
+        "PRIVATE AI FOUNDATION",
+        "SECURITY (BUNDLE ALLOCATION - FIREWALL)",
+        "SECURITY (FIREWALL)",
+        "TAM-VCF",
+        "TANZU PLATFORM (TANZU SPRING ESSENTIALS)",
+        "VCF",
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+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
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+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)"
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+        "renewalOwner": "Kathleen Sullivan",
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+        "cap_mf_storage",
+        "cap_vmw_aria",
+        "cap_vmw_avi",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+        "emailDomain": "yum.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_vcf",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172847053",
+      "accountName": "LOWES COMPANIES",
+      "domain": "lowes.com",
+      "industry": "Retail",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_evan_sobel",
+        "name": "Evan Sobel",
+        "email": "evan.sobel@broadcom.com"
+      },
+      "currentProducts": [
+        "AUTOMATION (AUTOMATION ANALYTICS & INTELLIGENCE)",
+        "DATA SERVICES (BUNDLE ALLOCATION - DATA SERVICES)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (CROSS-ENTERPRISE APM)",
+        "MF AIOPS AND AUTOMATION (DYNAMIC CAPACITY INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (JCLCHECK UTILITY)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME APPLICATION TUNER)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME OPERATIONAL INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (NETMASTER)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (SYSVIEW)",
+        "MF AIOPS AND AUTOMATION (WA RESTART OPTION FOR Z/OS SCHEDULERS)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION AGENTS)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION CA 7 EDITION)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION ESP EDITION)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DB2 ADMINISTRATION)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (MF OUTPUT MANAGEMENT SUITE)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DATA MANAGEMENT (VIEW/DELIVER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (GEN)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF DEVOPS (VERIFY)",
+        "MF INFRASTRUCTURE PRODUCTS (CALENDAR ROUTINES)",
+        "MF INFRASTRUCTURE PRODUCTS (DADS PLUS)",
+        "MF INFRASTRUCTURE PRODUCTS (EASYTRIEVE)",
+        "MF INFRASTRUCTURE PRODUCTS (PDSMAN)",
+        "MF INFRASTRUCTURE PRODUCTS (TPX)",
+        "MF SECURITY (ACF2)",
+        "SAM-VCF",
+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (BUNDLE ALLOCATION - ARIA)",
+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
+        "VSAN",
+        "VSAN (BUNDLE ALLOCATION - VSAN)",
+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE OTHER)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172847053",
+        "erpAccountNumber": "",
+        "parentId": "300000172869970",
+        "parentName": "LOWES COMPANIES (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Strategic",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Kathleen Sullivan",
+        "country": "US",
+        "state": "",
+        "website": "http://www.lowes.com",
+        "emailDomain": "lowes.com, store.lowes.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_es_automation",
+        "cap_es_dx_apm",
+        "cap_mf_aiops",
+        "cap_mf_automation",
+        "cap_mf_brightside",
+        "cap_mf_db2tools",
+        "cap_mf_endevor",
+        "cap_mf_network",
+        "cap_mf_security",
+        "cap_mf_storage",
+        "cap_mf_sysview",
+        "cap_mf_workload_automation",
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172836792",
+      "accountName": "INTERNATIONAL MONETARY FUND",
+      "domain": "imf.org",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_christopher_hird",
+        "name": "Christopher Hird",
+        "email": "christopher.hird@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA PROTECTION (SRM)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD SUITE)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172836792",
+        "erpAccountNumber": "",
+        "parentId": "300000172857144",
+        "parentName": "INTERNATIONAL MONETARY FUND (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.imf.org",
+        "emailDomain": "imf.org"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_live_recovery",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172980002",
+      "accountName": "BRIDGESTONE",
+      "domain": "bridgestone.com",
+      "industry": "Manufacturing",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_kyle_parish",
+        "name": "Kyle Parish",
+        "email": "kyle.parish@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA SERVICES (DSM)",
+        "PRIVATE AI FOUNDATION",
+        "TAM-VCF",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VCLOUD SUITE)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172980002",
+        "erpAccountNumber": "",
+        "parentId": "300000172871318",
+        "parentName": "BRIDGESTONE (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Lydia Sadoudi",
+        "country": "US",
+        "state": "",
+        "website": "http://www.bridgestone.com",
+        "emailDomain": "bridgestone.com, bridgestone.eu"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172847035",
+      "accountName": "INTERCONTINENTAL EXCHANGE",
+      "domain": "ice.com",
+      "industry": "",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_chad_porter",
+        "name": "Chad Porter",
+        "email": "chad.porter@broadcom.com"
+      },
+      "currentProducts": [
+        "AUTOMATION (BUNDLE ALLOCATION - AUTOMATION)",
+        "AUTOMATION (WORKLOAD AUTOMATION ADVANCED INTEGRATION)",
+        "DATA PROTECTION (SRM)",
+        "DESKTOP HYPERVISOR",
+        "ESP (SERVICE MANAGEMENT)",
+        "IAM (BUNDLE ALLOCATION - SITEMINDER)",
+        "IAM (SITEMINDER)",
+        "ITOM (APM - ASM SAAS)",
+        "ITOM (APM)",
+        "ITOM (DIGITAL OPERATIONAL INTELLIGENCE)",
+        "ITOM (UNIFIED INFRASTRUCTURE MANAGEMENT)",
+        "MF AIOPS AND AUTOMATION (BUNDLE ALLOCATION - MF AIOPS AUTOMATION)",
+        "MF AIOPS AND AUTOMATION (JCLCHECK UTILITY)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION AGENTS)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION ESP EDITION)",
+        "MF DATA MANAGEMENT (BUNDLE ALLOCATION - MF DATA MANAGEMENT)",
+        "MF DATA MANAGEMENT (DB2 ADMINISTRATION)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (DB2 UTILITIES)",
+        "MF DATA MANAGEMENT (MF OUTPUT MANAGEMENT SUITE)",
+        "MF DATA MANAGEMENT (TLMS)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DEVOPS (BUNDLE ALLOCATION - MF DEVOPS)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF INFRASTRUCTURE PRODUCTS (BUNDLE ALLOCATION - MF INFRASTRUCTURE)",
+        "MF INFRASTRUCTURE PRODUCTS (EARL)",
+        "MF INFRASTRUCTURE PRODUCTS (EASYTRIEVE)",
+        "MF INFRASTRUCTURE PRODUCTS (LIBRARIAN)",
+        "MF INFRASTRUCTURE PRODUCTS (TPX)",
+        "MF INFRASTRUCTURE PRODUCTS (VISION:REPORT)",
+        "NETOPS (NETWORK OBSERVABILITY)",
+        "NETOPS (SYSTEMEDGE)",
+        "TANZU DATA (RABBITMQ)",
+        "TANZU PLATFORM (TANZU APPLICATION SERVICE (TAS))",
+        "TANZU PLATFORM (TANZU KUBERNETES GRID INTEGRATED (TKGI))",
+        "VALUEOPS (VALUEOPS CONNECTALL)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD SUITE)",
+        "VSAN",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000172847035",
+        "erpAccountNumber": "",
+        "parentId": "300000172869961",
+        "parentName": "INTERCONTINENTAL EXCHANGE (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Strategic",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Robert A Mena",
+        "country": "US",
+        "state": "",
+        "website": "http://www.ice.com",
+        "emailDomain": "ice.com, theice.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_es_automation",
+        "cap_es_dx_apm",
+        "cap_es_dx_netops",
+        "cap_es_valueops_insights",
+        "cap_iam_siteminder",
+        "cap_mf_db2tools",
+        "cap_mf_storage",
+        "cap_vmw_aria",
+        "cap_vmw_live_recovery",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168616799",
+      "accountName": "CORNERSTONE BUILDING BRANDS",
+      "domain": "cornerstonebuildingbrands.com",
+      "industry": "Manufacturing",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_darren_busbee",
+        "name": "Darren Busbee",
+        "email": "darren.busbee@broadcom.com"
+      },
+      "currentProducts": [
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168616799",
+        "erpAccountNumber": "",
+        "parentId": "100000001442819",
+        "parentName": "Clayton, Dubilier & Rice, Inc.",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.cornerstonebuildingbrands.com",
+        "emailDomain": "cornerstone-bb.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172847086",
+      "accountName": "NCR VOYIX",
+      "domain": "ncr.com",
+      "industry": "",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_david_sak",
+        "name": "David Sak",
+        "email": "david.sak@broadcom.com"
+      },
+      "currentProducts": [
+        "CB OTHER",
+        "CB WORKLOAD (CB CONTAINER)",
+        "DATA PROTECTION (BUNDLE ALLOCATION - VLR)",
+        "DATA SERVICES (BUNDLE ALLOCATION - DSM)",
+        "DESKTOP HYPERVISOR",
+        "ESP (ENCRYPTION PRODUCTS)",
+        "PRIVATE AI FOUNDATION (BUNDLE ALLOCATION - PRIVATE AI)",
+        "SAM-VCF",
+        "SECURITY (BUNDLE ALLOCATION - ADV THREAT PREVNTION)",
+        "SECURITY (BUNDLE ALLOCATION - FIREWALL)",
+        "SECURITY (FIREWALL WITH ATP)",
+        "TAM-VCF",
+        "VCF",
+        "VCF (BUNDLE ALLOCATION - VCF)",
+        "VCF ADD ON (CYBER COMPLIANCE)",
+        "VCF OTHER (BUNDLE ALLOCATION - ARIA)",
+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
+        "VCF OTHER (VCF TANZU OTHER LIGHT ALLOCATION)",
+        "VSAN (BUNDLE ALLOCATION - VSAN)",
+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE ENTRPRSE PLS)"
+      ],
+      "targetContacts": [
+        {
+          "name": "Sanjeev  Pinto",
+          "email": "Sanjeev.Pinto@ncrvoyix.com",
+          "phone": "",
+          "inCrm": true
+        }
+      ],
+      "reference": {
+        "oecAccountNumber": "300000172847086",
+        "erpAccountNumber": "",
+        "parentId": "300000172869980",
+        "parentName": "NCR VOYIX CORPORATION (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Strategic",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Matt Ta",
+        "country": "US",
+        "state": "",
+        "website": "http://www.ncr.com",
+        "emailDomain": "ncr.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168622049",
+      "accountName": "ALARM.COM",
+      "domain": "alarm.com",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_christopher_hird",
+        "name": "Christopher Hird",
+        "email": "christopher.hird@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA SERVICES (DSM)",
+        "DESKTOP HYPERVISOR",
+        "ITOM (WAVEFRONT)",
+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168622049",
+        "erpAccountNumber": "",
+        "parentId": "300000168672111",
+        "parentName": "ALARM.COM (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Jeanne Kelly",
+        "country": "US",
+        "state": "",
+        "website": "http://www.alarm.com",
+        "emailDomain": "alarm.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168685954",
+      "accountName": "CARNIVAL",
+      "domain": "carnival.com",
+      "industry": "",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_dan_rowland",
+        "name": "Dan Rowland",
+        "email": "dan.rowland@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA PROTECTION (SRM)",
+        "SAM-VCF",
+        "SECURITY (FIREWALL WITH ATP)",
+        "VALUEOPS (CLARITY SAAS)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VMC ON AWS",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [
+        {
+          "name": "Mark Bailey",
+          "email": "mbailey@carnival.com",
+          "phone": "",
+          "inCrm": true
+        }
+      ],
+      "reference": {
+        "oecAccountNumber": "300000168685954",
+        "erpAccountNumber": "",
+        "parentId": "300000168632515",
+        "parentName": "CARNIVAL CORPORATION & PLC (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Strategic",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "David T Stefan",
+        "country": "US",
+        "state": "",
+        "website": "http://www.carnival.com",
+        "emailDomain": "carnival.com, carnivalukgroup.com, carnivalaustralia.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_es_clarity",
+        "cap_es_valueops_insights",
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_live_recovery",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168700212",
+      "accountName": "CHARLOTTE PIPE & FOUNDRY",
+      "domain": "charlottepipe.com",
+      "industry": "Manufacturing",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_darren_busbee",
+        "name": "Darren Busbee",
+        "email": "darren.busbee@broadcom.com"
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+        "VCF OTHER (SDDC MANAGER)",
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+        "IAM (DIRECTORY)",
+        "IAM (IDENTITY MGMT AND GOVRNCE)",
+        "IAM (SITEMINDER)",
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+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION AGENTS)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION CA 7 EDITION)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION ESP EDITION)",
+        "MF DATA MANAGEMENT (IDMS)",
+        "MF DATA MANAGEMENT (MF OUTPUT MANAGEMENT SUITE)",
+        "MF DATA MANAGEMENT (VIEW/DELIVER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (HBJS)",
+        "MF DEVOPS (HTAC)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF INFRASTRUCTURE PRODUCTS (EXPLORE VM)",
+        "MF INFRASTRUCTURE PRODUCTS (OPTIMIZER)",
+        "MF INFRASTRUCTURE PRODUCTS (PDSMAN)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:ACCOUNT)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:ARCHIVER)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:BACKUP)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:BATCH)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:DIRECTOR)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:MANAGER)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:OPERATOR)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:SCHEDULE)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:SECURE)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:SORT)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:SPOOL)",
+        "MF INFRASTRUCTURE PRODUCTS (VM:TAPE)",
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+        "VCF OTHER (SDDC MANAGER)",
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+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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+        "cap_vmw_nsx",
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+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
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+        "SECURITY (FIREWALL)",
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE FOR VDI"
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+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+    },
+    {
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+        "country": "US",
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+        "website": "http://www.gtelecom.com",
+        "emailDomain": "otelecom.com, globaltelecom.bi"
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+      },
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+        "APIM (MOBILE API GATEWAY)",
+        "AUTOMATION (AUTOMATION ANALYTICS & INTELLIGENCE)",
+        "AUTOMATION (AUTOMIC AUTOMATION)",
+        "AVI LOAD BALANCER",
+        "DATA PROTECTION (SRM)",
+        "DATA SERVICES (DSM)",
+        "DESKTOP HYPERVISOR",
+        "ESP (MOBILE DEVICE MANAGEMENT)",
+        "ESP (PROCESS AUTOMATION)",
+        "IAM (PRIVILEGED ACCESS MANAGEMENT)",
+        "IAM (SITEMINDER)",
+        "ITOM (APM)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (CROSS-ENTERPRISE APM)",
+        "MF AIOPS AND AUTOMATION (DYNAMIC CAPACITY INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (JCLCHECK UTILITY)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME APPLICATION TUNER)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME NETWORK MANAGEMENT)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME OPERATIONAL INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (NETMASTER)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (SOLVE)",
+        "MF AIOPS AND AUTOMATION (SYSVIEW)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF DATA MANAGEMENT (ALLOCATE DASD SPACE AND PLACEMENT)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DATACOM)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (HBJS)",
+        "MF DEVOPS (HTAC)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF INFRASTRUCTURE PRODUCTS (FAVER Z/OS)",
+        "MF INFRASTRUCTURE PRODUCTS (LIBRARIAN)",
+        "MF INFRASTRUCTURE PRODUCTS (ROSCOE)",
+        "NETOPS (NETWORK OBSERVABILITY)",
+        "NETOPS (TCSA)",
+        "SAM-VCF",
+        "SECURITY (FIREWALL WITH ATP)",
+        "SECURITY (FIREWALL)",
+        "TAM-VCF",
+        "TANZU (RESIDENT - TANZU)",
+        "TANZU PLATFORM",
+        "TANZU PLATFORM (TANZU APPLICATION PLATFORM (TAP))",
+        "TANZU PLATFORM (TANZU APPLICATION SERVICE (TAS))",
+        "TANZU PLATFORM (TANZU KUBERNETES GRID INTEGRATED (TKGI))",
+        "TANZU PLATFORM (TANZU SPRING ESSENTIALS)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU MISSION CONTROL (TMC))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
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+        "VSPHERE (VSPHERE FOUNDATION)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)",
+        "VSPHERE FOR VDI"
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+        "cap_vmw_hcx",
+        "cap_vmw_live_recovery",
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+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
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+        "VCF OTHER (TKG-S)",
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+        "VSPHERE (VSPHERE FOUNDATION)",
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+      },
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+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
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+        "VSPHERE (VSPHERE FOUNDATION)"
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+        "name": "Israel Malowany",
+        "email": "israel.malowany@broadcom.com"
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+        "AUTOMATION (AUTOMIC AUTOMATION)",
+        "AUTOMATION (AUTOSYS WORKLOAD AUTOMATION)",
+        "AUTOMATION (ESP DSERIES WORKLOAD AUTOMATION)",
+        "DATA PROTECTION (SRM)",
+        "DATA SERVICES (DSM)",
+        "DESKTOP HYPERVISOR",
+        "MF DEVOPS (GEN)",
+        "SUPPORT-VCF",
+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VMC ON AWS",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "parentName": "DELTA AIR LINES (GP)",
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+        "renewalOwner": "Matt Ta",
+        "country": "US",
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+        "website": "http://www.delta.com",
+        "emailDomain": "delta.com"
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+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VCLOUD SUITE)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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+        "name": "Brian McNenney",
+        "email": "brian.mcnenney@broadcom.com"
+      },
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+        "SECURITY (FIREWALL)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE FOR VDI"
+      ],
+      "targetContacts": [],
+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "300000172837520",
+        "parentName": "BAYCARE HEALTH SYSTEM (GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.baycare.org",
+        "emailDomain": "baycare.org"
+      },
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+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172859481",
+      "accountName": "ROYAL CARIBBEAN CRUISES",
+      "domain": "royalcaribbean.com",
+      "industry": "Hospitality",
+      "accountTier": "enterprise",
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+      "subClass": "",
+      "assignedRep": {
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+        "name": "Mark Larman",
+        "email": "mark.larman@broadcom.com"
+      },
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+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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+        "parentId": "300000172837856",
+        "parentName": "ROYAL CARIBBEAN CRUISES (GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.royalcaribbean.com",
+        "emailDomain": "rccl.com, panindiafoods.com"
+      },
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+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
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+      "accountTier": "enterprise",
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+      "assignedRep": {
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+        "name": "Brian McNenney",
+        "email": "brian.mcnenney@broadcom.com"
+      },
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+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "300000168674971",
+        "parentName": "WILLIS KNIGHTON HEALTH SYSTEM (GP)",
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+        "classification": "Corporate",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
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+        "website": "http://www.wkhs.com",
+        "emailDomain": "wkhs.com"
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+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
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+      "accountTier": "enterprise",
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+      "assignedRep": {
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+        "name": "Tonya Heath",
+        "email": "tonya.heath@broadcom.com"
+      },
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+        "DATA SERVICES (DSM)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)"
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+        "erpAccountNumber": "",
+        "parentId": "300000172833235",
+        "parentName": "FIRST BANCORP (GP)",
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+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.1firstbank.com",
+        "emailDomain": "firstbankpr.com, santander.pr"
+      },
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+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "100000001438191",
+      "accountName": "Priority Payment Systems",
+      "domain": "pps.io",
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+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Meaghan Gambling",
+        "email": "meaghan.gambling@broadcom.com"
+      },
+      "currentProducts": [
+        "VCF"
+      ],
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+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "100000001446945",
+        "parentName": "Priority Payment Systems LLC",
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+        "classification": "Corporate",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
+        "state": "",
+        "website": "http://www.pps.io",
+        "emailDomain": "pps.io, prioritypaymentsystems.com"
+      },
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+      ]
+    },
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+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Robert Parker",
+        "email": "robert.parker@broadcom.com"
+      },
+      "currentProducts": [
+        "SECURITY (ADVANCED THREAT PREVENTION)",
+        "SECURITY (FIREWALL)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VMC ON AWS",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE FOR VDI"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168660156",
+        "erpAccountNumber": "",
+        "parentId": "300000168706105",
+        "parentName": "BANK FUND STAFF FEDERAL CREDIT UNION (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.bfsfcu.org",
+        "emailDomain": "bfsfcu.org"
+      },
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+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172855870",
+      "accountName": "BLUECROSS BLUESHIELD OF SOUTH CAROLINA",
+      "domain": "southcarolinablues.com",
+      "industry": "",
+      "accountTier": "strategic",
+      "crmClassification": "Strategic",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Blake Denison",
+        "email": "blake.denison@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA SERVICES (DSM)",
+        "IAM (IDENTITY MGMT AND GOVRNCE)",
+        "IMS OTHER (RESIDENT - IMS)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (BUNDLE ALLOCATION - MF AIOPS AUTOMATION)",
+        "MF AIOPS AND AUTOMATION (CROSS-ENTERPRISE APM)",
+        "MF AIOPS AND AUTOMATION (DYNAMIC CAPACITY INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME APPLICATION TUNER)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME OPERATIONAL INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (NETMASTER)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (SYSVIEW)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF DATA MANAGEMENT (ALLOCATE DASD SPACE AND PLACEMENT)",
+        "MF DATA MANAGEMENT (BUNDLE ALLOCATION - MF DATA MANAGEMENT)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DATABASE MANAGEMENT SUITE FOR DB2)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (DISK BACKUP AND RESTORE)",
+        "MF DATA MANAGEMENT (MF OUTPUT MANAGEMENT SUITE)",
+        "MF DATA MANAGEMENT (SPOOL)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DATA MANAGEMENT (VIEW/DELIVER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (BUNDLE ALLOCATION - MF DEVOPS)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (HBJS)",
+        "MF DEVOPS (HTAC)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF INFRASTRUCTURE PRODUCTS (BUNDLE ALLOCATION - MF INFRASTRUCTURE)",
+        "MF INFRASTRUCTURE PRODUCTS (EASYTRIEVE)",
+        "MF INFRASTRUCTURE PRODUCTS (PDSMAN)",
+        "MF INFRASTRUCTURE PRODUCTS (TPX)",
+        "TAM-VCF",
+        "TANZU DATA (RABBITMQ)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [
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+          "name": "Thor Elmgren",
+          "email": "thor.elmgren@bcbssc.com",
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+          "inCrm": true
+        }
+      ],
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+        "parentId": "300000172832738",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Cheryl L Riley",
+        "country": "US",
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+        "website": "http://www.southcarolinablues.com",
+        "emailDomain": "bcbssc.com"
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+        "cap_mf_aiops",
+        "cap_mf_automation",
+        "cap_mf_brightside",
+        "cap_mf_db2tools",
+        "cap_mf_endevor",
+        "cap_mf_network",
+        "cap_mf_storage",
+        "cap_mf_sysview",
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
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+      "accountName": "CLEARING HOUSE",
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+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Jacob Barker",
+        "email": "jacob.barker@broadcom.com"
+      },
+      "currentProducts": [
+        "DATA PROTECTION (SRM)",
+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (DSM)",
+        "SAM-VCF",
+        "SECURITY (ADVANCED THREAT PREVENTION)",
+        "SUPPORT-VCF",
+        "TAM-VCF",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "parentId": "300000172833126",
+        "parentName": "CLEARING HOUSE (GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
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+        "website": "",
+        "emailDomain": "theclearinghouse.org"
+      },
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+        "cap_vmw_hcx",
+        "cap_vmw_live_recovery",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
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+      "accountName": "ESTES EXPRESS LINES",
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+      "accountTier": "enterprise",
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+      "assignedRep": {
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+        "name": "Michael Stivers",
+        "email": "michael.stivers@broadcom.com"
+      },
+      "currentProducts": [
+        "CB ENDPOINT (CB MANAGED DETECTION & RESPONSE)",
+        "DATA PROTECTION (SRM)",
+        "DATA SERVICES (DSM)",
+        "PRIVATE AI FOUNDATION",
+        "SECURITY (FIREWALL WITH ATP)",
+        "SECURITY (FIREWALL)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
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+      "reference": {
+        "oecAccountNumber": "300000168673698",
+        "erpAccountNumber": "",
+        "parentId": "300000168616868",
+        "parentName": "ESTES EXPRESS LINES (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.estes-express.com",
+        "emailDomain": "estes-express.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_live_recovery",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000168680912",
+      "accountName": "FIRST ADVANTAGE",
+      "domain": "fadv.com",
+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_meaghan_gambling",
+        "name": "Meaghan Gambling",
+        "email": "meaghan.gambling@broadcom.com"
+      },
+      "currentProducts": [
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168680912",
+        "erpAccountNumber": "",
+        "parentId": "300000168629272",
+        "parentName": "FIRST ADVANTAGE (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-PEACHTREE",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
+        "state": "",
+        "website": "http://www.fadv.com",
+        "emailDomain": "fadv.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_vcf",
+        "cap_vmw_vsphere"
+      ]
+    },
+    {
+      "accountId": "300000172855032",
+      "accountName": "MARTIN MARIETTA",
+      "domain": "martinmarietta.com",
+      "industry": "Manufacturing",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
+        "id": "rep_darren_busbee",
+        "name": "Darren Busbee",
+        "email": "darren.busbee@broadcom.com"
+      },
+      "currentProducts": [
+        "DESKTOP HYPERVISOR",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE ESSENTIALS)",
+        "VSPHERE (VSPHERE FOUNDATION)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
+      "targetContacts": [],
+      "reference": {
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+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VSPHERE OTHER)",
+        "VSAN",
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+        "SECURITY (FIREWALL)",
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
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+        "renewalOwner": "Barbara Jeanne",
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+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+      },
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+        "TAM-VCF",
+        "VCF",
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+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "renewalOwner": "Cheryl L Riley",
+        "country": "US",
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+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
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+        "emailDomain": "murphyoilcorp.com"
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+      },
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+        "PRIVATE AI FOUNDATION",
+        "VCF",
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE FOR VDI"
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+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Stephen Banker",
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+        "emailDomain": ""
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+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+    },
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+        "name": "Tonya Heath",
+        "email": "tonya.heath@broadcom.com"
+      },
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+        "renewalOwner": "Lio Gonzalez",
+        "country": "US",
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+        "website": "http://www.vfc.com",
+        "emailDomain": "vfc.com"
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+    },
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+        "email": "michael.stivers@broadcom.com"
+      },
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+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Lio Gonzalez",
+        "country": "US",
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+        "website": "http://www.worldbank.org",
+        "emailDomain": "worldbank.org, worldbankgroup.org"
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+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+    },
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+      "assignedRep": {
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+        "name": "Justin Fife",
+        "email": "justin.fife@broadcom.com"
+      },
+      "currentProducts": [
+        "AUTOMATION (ESP DSERIES WORKLOAD AUTOMATION)",
+        "AVI LOAD BALANCER",
+        "DATA PROTECTION (BUNDLE ALLOCATION - VLR)",
+        "DATA PROTECTION (VLR)",
+        "DATA SERVICES (BUNDLE ALLOCATION - DSM)",
+        "DATA SERVICES (DSM)",
+        "DESKTOP HYPERVISOR",
+        "ESP (SOFTWARE CHANGE MANAGER)",
+        "IAM (SITEMINDER)",
+        "ITOM (DX OPENEXPLORE)",
+        "ITOM (WAVEFRONT)",
+        "MF AIOPS AND AUTOMATION (AUTOMATION POINT)",
+        "MF AIOPS AND AUTOMATION (CROSS-ENTERPRISE APM)",
+        "MF AIOPS AND AUTOMATION (DYNAMIC CAPACITY INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME APPLICATION TUNER)",
+        "MF AIOPS AND AUTOMATION (MAINFRAME OPERATIONAL INTELLIGENCE)",
+        "MF AIOPS AND AUTOMATION (MIM)",
+        "MF AIOPS AND AUTOMATION (NETMASTER)",
+        "MF AIOPS AND AUTOMATION (OPS/MVS)",
+        "MF AIOPS AND AUTOMATION (SYSVIEW)",
+        "MF AIOPS AND AUTOMATION (WATCHTOWER PLATFORM)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION AGENTS)",
+        "MF AIOPS AND AUTOMATION (WORKLOAD AUTOMATION ESP EDITION)",
+        "MF DATA MANAGEMENT (ALLOCATE DASD SPACE AND PLACEMENT)",
+        "MF DATA MANAGEMENT (CA 1 TAPE MANAGEMENT)",
+        "MF DATA MANAGEMENT (DB2 PERFORMANCE)",
+        "MF DATA MANAGEMENT (DISK BACKUP AND RESTORE)",
+        "MF DATA MANAGEMENT (VANTAGE STORAGE RESOURCE MANAGER)",
+        "MF DEVOPS (BRIGHTSIDE)",
+        "MF DEVOPS (DATE SIMULATOR)",
+        "MF DEVOPS (ENDEVOR)",
+        "MF DEVOPS (FILEMASTER PLUS)",
+        "MF DEVOPS (HBJS)",
+        "MF DEVOPS (HTAC)",
+        "MF DEVOPS (INTERTEST)",
+        "MF DEVOPS (MAINFRAME DEVOPS SUITE)",
+        "MF DEVOPS (SYMDUMP)",
+        "MF INFRASTRUCTURE PRODUCTS (DADS PLUS)",
+        "MF INFRASTRUCTURE PRODUCTS (XCOM)",
+        "PRIVATE AI FOUNDATION",
+        "SECURITY (BUNDLE ALLOCATION - FIREWALL)",
+        "SECURITY (FIREWALL)",
+        "TAM-VCF",
+        "TANZU PLATFORM",
+        "TANZU PLATFORM (DATA SERVICES TILES)",
+        "TANZU PLATFORM (TANZU APPLICATION PLATFORM (TAP))",
+        "TANZU PLATFORM (TANZU KUBERNETES GRID INTEGRATED (TKGI))",
+        "TANZU PLATFORM (TANZU PLATFORM SPRING)",
+        "VALUEOPS (CLARITY SAAS)",
+        "VALUEOPS (VALUEOPS CONNECTALL)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (BUNDLE ALLOCATION - ARIA)",
+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU MISSION CONTROL (TMC))",
+        "VCF OTHER (TANZU STANDARD)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VCF OTHER (VCLOUD SUITE)",
+        "VMC ON AWS",
+        "VSAN",
+        "VSAN (BUNDLE ALLOCATION - VSAN)",
+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE ENTRPRSE PLS)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE STANDARD)"
+      ],
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+          "name": "Jason Gorin",
+          "email": "jason.gorin@dominionenergy.com",
+          "phone": "",
+          "inCrm": true
+        }
+      ],
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+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MID-ATL",
+        "renewalOwner": "Kathleen Sullivan",
+        "country": "US",
+        "state": "",
+        "website": "",
+        "emailDomain": "dom.com, dominionenergy.com, scana.com, domcapllc.com, domeng.com, dominion.com.br, dominiondomore.com, dominionnational.com, dominionpayroll.com, questar.com, questarusa.com, thedominion.ca"
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+        "cap_es_valueops_insights",
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+        "cap_mf_aiops",
+        "cap_mf_automation",
+        "cap_mf_brightside",
+        "cap_mf_db2tools",
+        "cap_mf_endevor",
+        "cap_mf_network",
+        "cap_mf_storage",
+        "cap_mf_sysview",
+        "cap_vmw_aria",
+        "cap_vmw_avi",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_private_ai",
+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
+    },
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+      "industry": "",
+      "accountTier": "enterprise",
+      "crmClassification": "Corporate",
+      "subClass": "",
+      "assignedRep": {
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+        "name": "Zach Roberts",
+        "email": "zach.roberts@broadcom.com"
+      },
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+        "VCF",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA SUITE)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE FOUNDATION)"
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+      "reference": {
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+        "erpAccountNumber": "",
+        "parentId": "300000168684280",
+        "parentName": "HMS HOLDINGS (GP)",
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+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Ben Briggs",
+        "country": "US",
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+        "TANZU PLATFORM",
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+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE OTHER)",
+        "VSPHERE FOR VDI"
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+        "VCF OTHER (NSX NETWORKING)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
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+        "VCF OTHER (VCENTER)",
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+        "VSPHERE (VSPHERE FOUNDATION)",
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+        "VSPHERE FOR VDI"
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
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+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
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+        "VSAN",
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+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
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+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
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+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
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+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
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+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
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+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
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+        "DATA PROTECTION (SRM)",
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+        "SAM-VCF",
+        "SECURITY (ADVANCED THREAT PREVENTION)",
+        "SECURITY (FIREWALL)",
+        "TAM-VCF",
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+        "VCF OTHER (BUNDLE ALLOCATION - HCX)",
+        "VCF OTHER (BUNDLE ALLOCATION - NSX)",
+        "VCF OTHER (BUNDLE ALLOCATION - SDDC MANAGER)",
+        "VCF OTHER (BUNDLE ALLOCATION - TKG-S)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCD)",
+        "VCF OTHER (BUNDLE ALLOCATION - VCENTER)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TANZU KUBERNETES GRID (TKG))",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
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+        "VSPHERE (BUNDLE ALLOCATION - VSPHERE ENTRPRSE PLS)",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)",
+        "VSPHERE (VSPHERE STANDARD)"
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+          "name": "Nadia Calderon",
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+          "inCrm": true
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+        "salesTerritory": "SE-MISS-VALLEY",
+        "renewalOwner": "Cheryl L Riley",
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+        "website": "http://corporate.walmart.com",
+        "emailDomain": "walmart.com"
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+        "cap_vmw_tanzu",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
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+    },
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+      "accountTier": "enterprise",
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+        "name": "Thomas E Adamson",
+        "email": "thomas.adamson@broadcom.com"
+      },
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+        "SECURITY (FIREWALL)",
+        "VCF",
+        "VCF OTHER (ARIA AUTOMATION)",
+        "VCF OTHER (ARIA OPERATIONS FOR NETWORKS)",
+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)",
+        "VSPHERE (VSPHERE OTHER)"
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+        "VCF OTHER (ARIA OPERATIONS)",
+        "VCF OTHER (HCX)",
+        "VCF OTHER (NSX NETWORKING)",
+        "VCF OTHER (SDDC MANAGER)",
+        "VCF OTHER (TKG-S)",
+        "VCF OTHER (VCENTER)",
+        "VCF OTHER (VCLOUD DIRECTOR)",
+        "VSAN",
+        "VSPHERE (VSPHERE ENTERPRISE PLUS)"
+      ],
+      "targetContacts": [],
+      "reference": {
+        "oecAccountNumber": "300000168643815",
+        "erpAccountNumber": "",
+        "parentId": "300000168706326",
+        "parentName": "SPIRIT AIRLINES (GP)",
+        "globalParentId": "",
+        "globalParentName": "",
+        "classification": "Corporate",
+        "subClass": "",
+        "salesRegion": "BSG-AMERICAS",
+        "salesArea": "AM-SOUTHEAST",
+        "salesTerritory": "SE-SUNSHINE",
+        "renewalOwner": "Stephen Banker",
+        "country": "US",
+        "state": "",
+        "website": "http://www.spirit.com",
+        "emailDomain": "spirit.com"
+      },
+      "lastRunAt": null,
+      "ownedCapabilityIds": [
+        "cap_vmw_aria",
+        "cap_vmw_hcx",
+        "cap_vmw_nsx",
+        "cap_vmw_vcf",
+        "cap_vmw_vsan",
+        "cap_vmw_vsphere"
+      ]
     }
   ]
-}
+}
\ No newline at end of file
diff --git a/sales-agent/data/accounts.pilot-backup.json b/sales-agent/data/accounts.pilot-backup.json
new file mode 100644
index 0000000..ff7c2ab
--- /dev/null
+++ b/sales-agent/data/accounts.pilot-backup.json
@@ -0,0 +1,142 @@
+{
+  "_note": "Pilot target list (~200 total to come). REAL fields: accountName, domain, industry, crmTier (verbatim CRM tier where known). crmTier->accountTier mapping used by the 3-band scorer: Tier 1->strategic, Tier 2->enterprise, Tier 3->growth, Tier 4->growth (NOTE: Tier 3 & 4 currently collapse to the same scoring weight — extend scorer to 4 bands to distinguish). PLACEHOLDER fields to confirm from CRM/install-base: assignedRep, currentProducts (drives anti-signal suppression — empty means nothing suppressed yet), targetContacts (empty; LLM/signal authors identify the ideal contact, CRM enrichment fills the rest).",
+  "accounts": [
+    {
+      "accountId": "acct_lowes",
+      "accountName": "Lowe's Companies",
+      "domain": "lowes.com",
+      "industry": "Retail (Home Improvement)",
+      "accountTier": "strategic",
+      "assignedRep": { "id": "rep_sarah", "name": "Sarah K.", "email": "sarah.k@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_duke_energy",
+      "accountName": "Duke Energy",
+      "domain": "duke-energy.com",
+      "industry": "Energy & Utilities",
+      "accountTier": "strategic",
+      "assignedRep": { "id": "rep_priya", "name": "Priya R.", "email": "priya.r@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_fedex",
+      "accountName": "FedEx",
+      "domain": "fedex.com",
+      "industry": "Transportation & Logistics",
+      "accountTier": "strategic",
+      "assignedRep": { "id": "rep_sarah", "name": "Sarah K.", "email": "sarah.k@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_walmart",
+      "accountName": "Walmart",
+      "domain": "walmart.com",
+      "industry": "Retail",
+      "accountTier": "strategic",
+      "assignedRep": { "id": "rep_sarah", "name": "Sarah K.", "email": "sarah.k@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_hca",
+      "accountName": "HCA Healthcare",
+      "domain": "hcahealthcare.com",
+      "industry": "Healthcare",
+      "accountTier": "strategic",
+      "assignedRep": { "id": "rep_marcus", "name": "Marcus L.", "email": "marcus.l@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_chs",
+      "accountName": "Community Health Systems",
+      "domain": "chs.net",
+      "industry": "Healthcare",
+      "accountTier": "enterprise",
+      "assignedRep": { "id": "rep_marcus", "name": "Marcus L.", "email": "marcus.l@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_acxiom",
+      "accountName": "Acxiom",
+      "domain": "acxiom.com",
+      "industry": "Marketing & Data Services",
+      "accountTier": "enterprise",
+      "assignedRep": { "id": "rep_priya", "name": "Priya R.", "email": "priya.r@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_booz_allen",
+      "accountName": "Booz Allen Hamilton",
+      "domain": "boozallen.com",
+      "industry": "Consulting & Government Services",
+      "crmTier": "Tier 3",
+      "accountTier": "growth",
+      "assignedRep": { "id": "rep_priya", "name": "Priya R.", "email": "priya.r@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_dominion",
+      "accountName": "Dominion Energy",
+      "domain": "dominionenergy.com",
+      "industry": "Energy & Utilities",
+      "crmTier": "Tier 1",
+      "accountTier": "strategic",
+      "assignedRep": { "id": "rep_priya", "name": "Priya R.", "email": "priya.r@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_hope_gas",
+      "accountName": "Hope Gas Holdings",
+      "domain": "hopegas.com",
+      "industry": "Energy & Utilities (Natural Gas)",
+      "crmTier": "Tier 3",
+      "accountTier": "growth",
+      "assignedRep": { "id": "rep_priya", "name": "Priya R.", "email": "priya.r@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_markel",
+      "accountName": "Markel",
+      "domain": "markel.com",
+      "industry": "Insurance",
+      "crmTier": "Tier 3",
+      "accountTier": "growth",
+      "assignedRep": { "id": "rep_marcus", "name": "Marcus L.", "email": "marcus.l@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    },
+    {
+      "accountId": "acct_gw_mfa",
+      "accountName": "GW Medical Faculty Associates",
+      "domain": "gwdocs.com",
+      "industry": "Healthcare",
+      "crmTier": "Tier 4",
+      "accountTier": "growth",
+      "assignedRep": { "id": "rep_marcus", "name": "Marcus L.", "email": "marcus.l@yourco.com" },
+      "currentProducts": [],
+      "targetContacts": [],
+      "lastRunAt": null
+    }
+  ]
+}
diff --git a/sales-agent/data/product_capability_map.json b/sales-agent/data/product_capability_map.json
new file mode 100644
index 0000000..3f92624
--- /dev/null
+++ b/sales-agent/data/product_capability_map.json
@@ -0,0 +1,48 @@
+{
+  "_note": "Maps entitlement product taxonomy (Product BU / Family / Midfamily / Subfamily substrings, case-insensitive regex) to capability ids. Matching runs LOCALLY in scripts/import_entitlements.py — no LLM. Families that match nothing are logged to output/state/entitlement_unmapped.json; extend this map from that log.",
+  "patterns": [
+    {"match": "VSAN",                          "capability": "cap_vmw_vsan"},
+    {"match": "VSPHERE|VVS|VVEP|ESXI",         "capability": "cap_vmw_vsphere"},
+    {"match": "\\bVCF\\b|CLOUD FOUNDATION",     "capability": "cap_vmw_vcf"},
+    {"match": "NSX|VDEFEND",                   "capability": "cap_vmw_nsx"},
+    {"match": "\\bAVI\\b|LOAD BALANC",          "capability": "cap_vmw_avi"},
+    {"match": "ARIA|VREALIZE|VCF OPS|OPERATIONS MGMT", "capability": "cap_vmw_aria"},
+    {"match": "TANZU|KUBERNETES",              "capability": "cap_vmw_tanzu"},
+    {"match": "WORKSPACE ONE|WS1|AIRWATCH",    "capability": "cap_vmw_workspaceone"},
+    {"match": "HORIZON",                       "capability": "cap_vmw_horizon"},
+    {"match": "SITE RECOVERY|LIVE RECOVERY|SRM|RANSOMWARE", "capability": "cap_vmw_live_recovery"},
+    {"match": "\\bHCX\\b",                      "capability": "cap_vmw_hcx"},
+    {"match": "PRIVATE AI",                    "capability": "cap_vmw_private_ai"},
+
+    {"match": "ENDEVOR",                       "capability": "cap_mf_endevor"},
+    {"match": "BRIGHTSIDE|ZOWE",               "capability": "cap_mf_brightside"},
+    {"match": "\\bIDMS\\b",                     "capability": "cap_mf_idms"},
+    {"match": "DATACOM",                       "capability": "cap_mf_datacom"},
+    {"match": "DB2",                           "capability": "cap_mf_db2tools"},
+    {"match": "TOP SECRET|ACF2|ACF-2",         "capability": "cap_mf_security"},
+    {"match": "COMPLIANCE EVENT|DATA CONTENT DISCOVERY|CLEANUP", "capability": "cap_mf_compliance"},
+    {"match": "OPS/MVS|OPSMVS",                "capability": "cap_mf_automation"},
+    {"match": "SYSVIEW",                       "capability": "cap_mf_sysview"},
+    {"match": "MAINFRAME OPERATIONAL INTELLIGENCE|\\bMOI\\b", "capability": "cap_mf_aiops"},
+    {"match": "CA 7|CA7|CA-7",                 "capability": "cap_mf_workload_automation"},
+    {"match": "NETMASTER",                     "capability": "cap_mf_network"},
+    {"match": "VANTAGE|DISK BACKUP",           "capability": "cap_mf_storage"},
+
+    {"match": "RALLY|AGILE CENTRAL",           "capability": "cap_es_rally"},
+    {"match": "CLARITY|PPM",                   "capability": "cap_es_clarity"},
+    {"match": "VALUEOPS|CONNECTALL",           "capability": "cap_es_valueops_insights"},
+    {"match": "\\bAPM\\b|APP.*PERFORMANCE|INTROSCOPE|WILY", "capability": "cap_es_dx_apm"},
+    {"match": "DX OPERATIONAL|DX AIOPS|DX O2", "capability": "cap_es_dx_aiops"},
+    {"match": "NETOPS|SPECTRUM|PERFORMANCE MGMT.*NET", "capability": "cap_es_dx_netops"},
+    {"match": "APPNETA",                       "capability": "cap_es_appneta"},
+    {"match": "AUTOMIC|AUTOSYS|WORKLOAD AUTOMATION", "capability": "cap_es_automation"},
+    {"match": "LAYER ?7|API MANAGEMENT|API GATEWAY", "capability": "cap_es_layer7"},
+
+    {"match": "SITEMINDER|ACCESS MANAGEMENT|\\bSSO\\b", "capability": "cap_iam_siteminder"},
+    {"match": "\\bVIP\\b.*AUTH|SYMANTEC VIP",  "capability": "cap_iam_vip"},
+    {"match": "\\bPAM\\b|PRIVILEGED",           "capability": "cap_iam_pam"},
+    {"match": "IDENTITY (GOVERNANCE|SUITE|MANAGER)|\\bIGA\\b", "capability": "cap_iam_iga"},
+    {"match": "DIRECTORY",                     "capability": "cap_iam_directory"},
+    {"match": "ADVANCED AUTH|AUTH HUB",        "capability": "cap_iam_advauth"}
+  ]
+}
diff --git a/sales-agent/run.py b/sales-agent/run.py
index 9563c97..dd587de 100644
--- a/sales-agent/run.py
+++ b/sales-agent/run.py
@@ -17,6 +17,7 @@ import sys
 from src import config, pipeline
 from src.connectors import crm, exa
 from src.delivery import digest as digest_mod
+from src.delivery import whitespace as whitespace_mod
 from src.memory import store, feedback
 
 
@@ -25,13 +26,57 @@ def cmd_loop(args):
         config.EXA_DOMAIN_FILTER = False  # per-run override
     if args.domain_filter:
         config.EXA_DOMAIN_FILTER = True
-    pipeline.run_all(tier=args.tier, account_id=args.account)
+    pipeline.run_all(tier=args.tier, account_id=args.account,
+                     limit=args.limit, rep=args.rep)
     print("\n--- digest preview ---")
     print(digest_mod.write_digest())
 
 
 def cmd_digest(args):
-    print(digest_mod.write_digest(rep_id=args.rep))
+    if args.html:
+        path = digest_mod.write_digest_html(rep=args.rep)
+        print(f"HTML digest written: {path}")
+    else:
+        print(digest_mod.write_digest(rep_id=args.rep))
+
+
+def cmd_whitespace(args):
+    print(whitespace_mod.write_report())
+    print(f"(also written to {config.OUTPUT_DIR / 'whitespace.md'})")
+
+
+def cmd_renewals(args):
+    """Upcoming renewals across the territory (local entitlement data)."""
+    import json as _json
+    from collections import defaultdict
+    from datetime import datetime, timezone
+    p = config.DATA_DIR / "entitlements.json"
+    if not p.exists():
+        print("No entitlement data. Run: python3 scripts/import_entitlements.py <ACL.csv>")
+        return
+    ent = _json.loads(p.read_text())
+    now = datetime.now(timezone.utc)
+    horizon = args.months * 31
+    by_month = defaultdict(list)
+    for aid, e in ent.items():
+        for prod in e["products"]:
+            d = prod.get("nextRenewal")
+            if not d:
+                continue
+            days = (datetime.strptime(d, "%Y-%m-%d").replace(tzinfo=timezone.utc) - now).days
+            if 0 <= days <= horizon:
+                by_month[d[:7]].append((d, e["accountName"], prod["product"], prod["lines"]))
+    print(f"💰 UPCOMING RENEWALS — next {args.months} month(s)\n")
+    if not by_month:
+        print("  none in window")
+    for month in sorted(by_month):
+        items = sorted(by_month[month])
+        print(f"── {month}  ({len(items)} renewal line-group(s)) " + "─" * 20)
+        for d, name, prod, lines in items[:args.limit]:
+            print(f"  {d}  {name[:32]:32} {prod[:58]}  ({lines} lines)")
+        if len(items) > args.limit:
+            print(f"  ... and {len(items) - args.limit} more (use --limit to widen)")
+        print()
 
 
 def cmd_feedback(args):
@@ -52,8 +97,10 @@ def cmd_recalibrate(args):
 
 def cmd_accounts(args):
     for a in crm.load_accounts():
+        prods = a.get("currentProducts") or []
+        has = f"{len(prods)} products, {len(a.get('ownedCapabilityIds') or [])} caps" if prods else "-"
         print(f"  {a['accountId']:18} {a['accountTier']:10} {a['accountName']:28} "
-              f"rep={a['assignedRep']['name']}  has={a.get('currentProducts') or '[]'}")
+              f"rep={a['assignedRep']['name']}  owns: {has}")
 
 
 def cmd_briefs(args):
@@ -86,6 +133,10 @@ def main(argv=None):
     p_loop = sub.add_parser("loop", help="Run the harvest->deliver loop")
     p_loop.add_argument("--account", help="single account id")
     p_loop.add_argument("--tier", choices=["strategic", "enterprise", "growth"])
+    p_loop.add_argument("--rep", help="only accounts assigned to this rep (name or id substring)")
+    p_loop.add_argument("--limit", type=int,
+                        help="process at most N accounts (strategic + least-recently-run first); "
+                             "successive runs resume where the last left off")
     p_loop.add_argument("--no-domain-filter", action="store_true",
                         help="broad-web news about the account (default behavior)")
     p_loop.add_argument("--domain-filter", action="store_true",
@@ -93,9 +144,20 @@ def main(argv=None):
     p_loop.set_defaults(func=cmd_loop)
 
     p_dig = sub.add_parser("digest", help="Print the daily intelligence digest")
-    p_dig.add_argument("--rep", help="filter to a rep id")
+    p_dig.add_argument("--rep", help="filter to a rep (name substring or rep id)")
+    p_dig.add_argument("--html", action="store_true",
+                       help="write a forwardable HTML digest to output/digests/")
     p_dig.set_defaults(func=cmd_digest)
 
+    sub.add_parser("whitespace",
+                   help="Territory coverage report: opportunities, gaps, never-scanned accounts"
+                   ).set_defaults(func=cmd_whitespace)
+
+    p_ren = sub.add_parser("renewals", help="Upcoming renewals by month (local entitlement data)")
+    p_ren.add_argument("--months", type=int, default=6, help="horizon in months (default 6)")
+    p_ren.add_argument("--limit", type=int, default=15, help="max rows shown per month (default 15)")
+    p_ren.set_defaults(func=cmd_renewals)
+
     p_fb = sub.add_parser("feedback", help="Record rep feedback on a brief")
     p_fb.add_argument("--brief", required=True)
     p_fb.add_argument("--action", required=True,
diff --git a/sales-agent/scripts/import_accounts.py b/sales-agent/scripts/import_accounts.py
new file mode 100644
index 0000000..4ef1194
--- /dev/null
+++ b/sales-agent/scripts/import_accounts.py
@@ -0,0 +1,123 @@
+#!/usr/bin/env python3
+"""Build data/accounts.json from the ISG territory CSV export.
+
+Mapping (decided with the rep):
+  accountId      <- OEC Account Number (canonical; ties to entitlements)
+  accountName    <- Customer Company Name
+  domain         <- Website host (fallback: Authorized Email Domain)
+  industry       <- Licensee Industry (fallback: Parent Account Industry)
+  accountTier    <- Classification: Strategic->strategic, Corporate->enterprise
+  assignedRep    <- Owner; email synthesized first.last@broadcom.com
+  targetContacts <- Primary Contact / Contact Email / Contact Phone (if present)
+  reference      <- parent + account IDs and CRM metadata for entitlement matching
+
+Usage: python3 scripts/import_accounts.py /path/to/territory.csv
+"""
+from __future__ import annotations
+
+import csv
+import json
+import re
+import sys
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parent.parent
+OUT = ROOT / "data" / "accounts.json"
+
+TIER_MAP = {"strategic": "strategic", "corporate": "enterprise"}
+EMAIL_DOMAIN = "broadcom.com"
+
+
+def clean_domain(website: str, email_domain: str) -> str:
+    w = (website or "").strip()
+    if w:
+        w = re.sub(r"^https?://", "", w, flags=re.I)
+        w = re.sub(r"^www\.", "", w, flags=re.I)
+        w = w.split("/")[0].strip().lower()
+        if "." in w:
+            return w
+    return (email_domain or "").strip().lower()
+
+
+def rep_identity(owner: str) -> dict:
+    name = (owner or "").strip()
+    if not name:
+        return {"id": "rep_unassigned", "name": "(unassigned)", "email": ""}
+    tokens = [re.sub(r"[^a-z0-9]", "", t.lower()) for t in name.split()]
+    tokens = [t for t in tokens if t]
+    slug = "_".join(tokens)
+    # first.last for the email local-part (collapse middle tokens out)
+    local = f"{tokens[0]}.{tokens[-1]}" if len(tokens) >= 2 else tokens[0]
+    return {"id": f"rep_{slug}", "name": name, "email": f"{local}@{EMAIL_DOMAIN}"}
+
+
+def target_contacts(row: dict) -> list[dict]:
+    name = (row.get("Primary Contact") or "").strip()
+    email = (row.get("Contact Email") or "").strip()
+    phone = (row.get("Contact Phone") or "").strip()
+    if not (name or email):
+        return []
+    return [{
+        "name": name or "(primary contact)",
+        "email": email,
+        "phone": phone,
+        "inCrm": True,
+    }]
+
+
+def main(csv_path: str) -> None:
+    rows = list(csv.DictReader(open(csv_path, newline="", encoding="utf-8-sig")))
+    accounts = []
+    for r in rows:
+        g = lambda k: (r.get(k) or "").strip()
+        classification = g("Classification")
+        accounts.append({
+            "accountId": g("OEC Account Number"),
+            "accountName": g("Customer Company Name"),
+            "domain": clean_domain(g("Website"), g("Authorized Email Domain")),
+            "industry": g("Licensee Industry") or g("Parent Account Industry"),
+            "accountTier": TIER_MAP.get(classification.lower(), "enterprise"),
+            "crmClassification": classification,
+            "subClass": g("Sub Class"),
+            "assignedRep": rep_identity(g("Owner")),
+            "currentProducts": [],
+            "targetContacts": target_contacts(r),
+            "reference": {
+                "oecAccountNumber": g("OEC Account Number"),
+                "erpAccountNumber": g("Erp Account Number"),
+                "parentId": g("Parent ID"),
+                "parentName": g("Rpt Parent Name") or g("Parent Account"),
+                "globalParentId": g("Global Parent ID"),
+                "globalParentName": g("Global Parent Name"),
+                "classification": classification,
+                "subClass": g("Sub Class"),
+                "salesRegion": g("Sales Region"),
+                "salesArea": g("Sales Area"),
+                "salesTerritory": g("Sales Territory"),
+                "renewalOwner": g("Renewal Owner"),
+                "country": g("Country"),
+                "state": g("State"),
+                "website": g("Website"),
+                "emailDomain": g("Authorized Email Domain"),
+            },
+            "lastRunAt": None,
+        })
+
+    doc = {
+        "_note": (
+            "Imported from ISG Customer Sales Assignments territory CSV "
+            "(scripts/import_accounts.py). accountId = OEC Account Number. "
+            "Tier: Classification Strategic->strategic, Corporate->enterprise "
+            "(verbatim in crmClassification/subClass). Rep email synthesized "
+            "first.last@broadcom.com (UNVERIFIED). reference.parentId is the "
+            "Parent Account ID for future product-entitlement matching. "
+            "currentProducts empty until entitlement data is loaded."
+        ),
+        "accounts": accounts,
+    }
+    OUT.write_text(json.dumps(doc, indent=2))
+    print(f"wrote {len(accounts)} accounts -> {OUT}")
+
+
+if __name__ == "__main__":
+    main(sys.argv[1])
diff --git a/sales-agent/scripts/import_entitlements.py b/sales-agent/scripts/import_entitlements.py
new file mode 100644
index 0000000..210257b
--- /dev/null
+++ b/sales-agent/scripts/import_entitlements.py
@@ -0,0 +1,163 @@
+#!/usr/bin/env python3
+"""Load product entitlements (ACL export) into the account list — 100% locally.
+
+CONFIDENTIAL-DATA HANDLING: the ACL CSV and the generated entitlements.json are
+gitignored and are never sent to any API. All matching below is deterministic
+local string work (no LLM).
+
+NOTE: the FY26 Q3 export's 'Parent Account ID' column is Excel-corrupted
+('3E+14' scientific notation), so accounts are joined on NORMALIZED PARENT NAME
+(ACL 'Rpt Parent Name'/'Parent Account Name' vs accounts.json reference.parentName
+/ accountName). Re-exporting without Excel would restore the clean ID join.
+
+Outputs:
+  - data/entitlements.json (gitignored): per-account product detail + renewals
+  - data/accounts.json updated in place: currentProducts (readable strings)
+    + ownedCapabilityIds (for local anti-signal checks)
+  - output/state/entitlement_unmapped.json: product families that matched no
+    capability pattern (extend data/product_capability_map.json from this)
+
+Usage: python3 scripts/import_entitlements.py data/SE_ACL_FY26_Q3.csv
+"""
+from __future__ import annotations
+
+import csv
+import json
+import re
+import sys
+from collections import defaultdict
+from datetime import datetime
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parent.parent
+ACCOUNTS = ROOT / "data" / "accounts.json"
+CAP_MAP = ROOT / "data" / "product_capability_map.json"
+OUT_ENTITLEMENTS = ROOT / "data" / "entitlements.json"
+OUT_UNMAPPED = ROOT / "output" / "state" / "entitlement_unmapped.json"
+
+
+def norm_name(name: str) -> str:
+    """Normalize a company/parent name for joining across systems."""
+    n = name.upper()
+    n = re.sub(r"\(GP\)", "", n)
+    n = re.sub(r"[^A-Z0-9 ]", "", n)  # drops hyphens: FED-EX -> FEDEX
+    n = re.sub(
+        r"\b(INC|CORP|CORPORATION|CO|COMPANY|COMPANIES|HOLDINGS?|GROUP|PLC|LTD|LLC|THE)\b",
+        "", n)
+    return re.sub(r"\s+", " ", n).strip()
+
+
+def load_cap_patterns() -> list[tuple[re.Pattern, str]]:
+    doc = json.loads(CAP_MAP.read_text())
+    return [(re.compile(p["match"], re.IGNORECASE), p["capability"]) for p in doc["patterns"]]
+
+
+def parse_date(us_date: str) -> str:
+    """'7/28/26' -> '2026-07-28' (blank-safe)."""
+    try:
+        return datetime.strptime(us_date.strip(), "%m/%d/%y").strftime("%Y-%m-%d")
+    except (ValueError, AttributeError):
+        return ""
+
+
+def main(csv_path: str) -> None:
+    patterns = load_cap_patterns()
+    accounts_doc = json.loads(ACCOUNTS.read_text())
+    accounts = accounts_doc["accounts"]
+
+    # Index accounts by normalized parent name AND normalized account name.
+    by_norm: dict[str, dict] = {}
+    for a in accounts:
+        for candidate in (a.get("reference", {}).get("parentName", ""), a["accountName"]):
+            key = norm_name(candidate)
+            if key and key not in by_norm:
+                by_norm[key] = a
+
+    # Aggregate active entitlement lines per normalized parent name.
+    per_parent: dict[str, dict] = defaultdict(lambda: {
+        "parentNames": set(), "products": {}, "lines": 0,
+    })
+    total_lines = active_lines = 0
+    for row in csv.DictReader(open(csv_path, newline="", encoding="utf-8-sig")):
+        total_lines += 1
+        if (row.get("ACL Status") or "").strip().lower() != "active":
+            continue
+        active_lines += 1
+        parent = (row.get("Rpt Parent Name") or row.get("Parent Account Name") or "").strip()
+        key = norm_name(parent)
+        if not key:
+            continue
+        agg = per_parent[key]
+        agg["parentNames"].add(parent)
+        agg["lines"] += 1
+        prod_key = " / ".join(x for x in (
+            (row.get("Product BU") or "").strip(),
+            (row.get("Product Family") or "").strip(),
+            (row.get("Product Subfamily") or "").strip(),
+        ) if x)
+        p = agg["products"].setdefault(prod_key, {
+            "bu": (row.get("Product BU") or "").strip(),
+            "family": (row.get("Product Family") or "").strip(),
+            "subfamily": (row.get("Product Subfamily") or "").strip(),
+            "lines": 0, "licenseTypes": set(), "nextRenewal": "",
+        })
+        p["lines"] += 1
+        p["licenseTypes"].add((row.get("License Type Calculated") or "").strip())
+        rd = parse_date(row.get("Renewal Date", ""))
+        if rd and (not p["nextRenewal"] or rd < p["nextRenewal"]):
+            p["nextRenewal"] = rd
+
+    # Map products -> capabilities and join to accounts.
+    entitlements: dict[str, dict] = {}
+    unmapped: dict[str, int] = defaultdict(int)
+    matched_accounts = 0
+    for key, agg in per_parent.items():
+        acct = by_norm.get(key)
+        if not acct:
+            continue
+        matched_accounts += 1
+        owned_caps: set[str] = set()
+        products = []
+        for prod_key, p in sorted(agg["products"].items()):
+            probe = f"{p['bu']} {p['family']} {p['subfamily']}"
+            caps = sorted({cap for rx, cap in patterns if rx.search(probe)})
+            if not caps:
+                unmapped[prod_key] += p["lines"]
+            owned_caps.update(caps)
+            products.append({
+                "product": prod_key, "lines": p["lines"],
+                "licenseTypes": sorted(t for t in p["licenseTypes"] if t),
+                "nextRenewal": p["nextRenewal"], "capabilities": caps,
+            })
+        entitlements[acct["accountId"]] = {
+            "accountName": acct["accountName"],
+            "matchedOn": sorted(agg["parentNames"]),
+            "activeLines": agg["lines"],
+            "products": products,
+            "ownedCapabilityIds": sorted(owned_caps),
+        }
+        # Update the account record: readable strings for LLM prompts,
+        # capability ids for local anti-signal checks.
+        acct["currentProducts"] = sorted({
+            f"{p['family']}" + (f" ({p['subfamily']})" if p["subfamily"] and p["subfamily"] != p["family"] else "")
+            for p in agg["products"].values()
+        })
+        acct["ownedCapabilityIds"] = sorted(owned_caps)
+
+    OUT_ENTITLEMENTS.write_text(json.dumps(entitlements, indent=2))
+    ACCOUNTS.write_text(json.dumps(accounts_doc, indent=2))
+    OUT_UNMAPPED.parent.mkdir(parents=True, exist_ok=True)
+    OUT_UNMAPPED.write_text(json.dumps(
+        dict(sorted(unmapped.items(), key=lambda kv: -kv[1])), indent=2))
+
+    print(f"ACL lines read:              {total_lines}")
+    print(f"  active:                    {active_lines}")
+    print(f"  distinct parents in file:  {len(per_parent)}")
+    print(f"Accounts matched:            {matched_accounts}/{len(accounts)}")
+    print(f"  with owned capabilities:   {sum(1 for e in entitlements.values() if e['ownedCapabilityIds'])}")
+    print(f"Unmapped product families:   {len(unmapped)} -> {OUT_UNMAPPED.relative_to(ROOT)}")
+    print(f"Wrote {OUT_ENTITLEMENTS.relative_to(ROOT)} (gitignored) and updated data/accounts.json")
+
+
+if __name__ == "__main__":
+    main(sys.argv[1] if len(sys.argv) > 1 else str(ROOT / "data" / "SE_ACL_FY26_Q3.csv"))
diff --git a/sales-agent/src/agents/harvester.py b/sales-agent/src/agents/harvester.py
index 0a3cdf9..20b2369 100644
--- a/sales-agent/src/agents/harvester.py
+++ b/sales-agent/src/agents/harvester.py
@@ -1,14 +1,14 @@
 """Phase 1: Signal Harvesting. Fans out across all source connectors per account."""
 from __future__ import annotations
 
-from ..connectors import linkedin, news, jobs
+from ..connectors import linkedin, news, jobs, sec_edgar
 from ..types import RawSignal
 
 
 def run_harvesters(account: dict) -> list[RawSignal]:
     """Equivalent of Promise.allSettled across source harvesters."""
     raw: list[RawSignal] = []
-    for harvester in (linkedin.harvest, news.harvest, jobs.harvest):
+    for harvester in (linkedin.harvest, news.harvest, jobs.harvest, sec_edgar.harvest):
         try:
             raw.extend(harvester(account))
         except Exception as e:  # one bad source shouldn't kill the run
diff --git a/sales-agent/src/agents/quality_gate.py b/sales-agent/src/agents/quality_gate.py
new file mode 100644
index 0000000..1078cff
--- /dev/null
+++ b/sales-agent/src/agents/quality_gate.py
@@ -0,0 +1,79 @@
+"""Signal-quality gate: cheap pre-LLM filter for PR fluff and market noise.
+
+Drops signals that essentially never indicate a software buying opportunity —
+awards, sponsorships, CSR announcements, stock-movement chatter — BEFORE they
+consume rate-limited LLM calls. Conservative by design: a signal is dropped only
+when a noise pattern matches AND no business-event keyword is present.
+Tune via data-driven review of `output/state/quality_gate_log.json`.
+"""
+from __future__ import annotations
+
+import json
+import re
+
+from .. import config
+from ..types import NormalizedSignal
+
+# Noise: topics that don't signal a buying need.
+_NOISE = [
+    r"\baward(s|ed)?\b", r"\bbest places? to work\b", r"\bgreat place to work\b",
+    r"\brank(ed|ing)s?\b.*\blist\b", r"\bsponsor(s|ship|ing)?\b",
+    r"\bdonat(es?|ion|ing)\b", r"\bcharit(y|able)\b", r"\bscholarship\b",
+    r"\bvolunteer(s|ing)?\b", r"\bcommunity (event|outreach|giving)\b",
+    r"\bfoundation grant\b", r"\bcelebrat(es?|ion|ing)\b.*\banniversary\b",
+    r"\bstock (rose|fell|jumped|dipped|slid|gain(ed)?|drop(ped)?)\b",
+    r"\bshares? (rose|fell|jumped|dipped|slid|surged|tumbled)\b",
+    r"\bprice target\b", r"\banalyst (rating|upgrade|downgrade)\b",
+    r"\bdividend (declar|announc)", r"\bbuyback\b",
+    r"\b(is|are) it a buy\b", r"\bshould you buy\b", r"\bmotley fool\b",
+    r"\bzacks\b", r"\bseeking alpha\b",
+    r"\bgift guide\b", r"\bblack friday deal", r"\bcoupon(s)?\b",
+    r"\brecipe(s)?\b", r"\bsweepstakes\b",
+]
+# Business events that KEEP a signal even if a noise pattern also matched.
+_KEEP = [
+    r"\bacqui(re|res|red|sition)\b", r"\bmerger?\b", r"\bdivestiture\b", r"\bspin[- ]?off\b",
+    r"\bearnings\b", r"\bquarterly results\b", r"\bguidance\b",
+    r"\brestructur", r"\blayoffs?\b", r"\breorganiz",
+    r"\b(names?|appoints?|hires?|taps)\b.*\b(cio|cto|ciso|cfo|ceo|chief|vp|president)\b",
+    r"\b(cio|cto|ciso|cfo)\b", r"\bchief (information|technology|digital|security)\b",
+    r"\bdata center\b", r"\bcloud\b", r"\bmainframe\b", r"\bmigrat(e|ion)\b",
+    r"\bmoderniz", r"\bdigital transformation\b", r"\bautomat(e|ion|ing)\b",
+    r"\bcybersecurity\b", r"\bbreach\b", r"\bransomware\b", r"\boutage\b",
+    r"\bpartnership\b", r"\blaunch(es|ed)?\b", r"\bexpans?(ion|ds?)\b",
+    r"\binvest(s|ment|ing)\b", r"\bregulat(or|ory|ion)\b", r"\bcompliance\b",
+    r"\bAI\b", r"\bartificial intelligence\b", r"\berp\b", r"\bsap\b",
+]
+
+_noise_re = [re.compile(p, re.IGNORECASE) for p in _NOISE]
+_keep_re = [re.compile(p, re.IGNORECASE) for p in _KEEP]
+
+
+def _log(dropped: list[dict]) -> None:
+    if not dropped:
+        return
+    path = config.STATE_DIR / "quality_gate_log.json"
+    log = json.loads(path.read_text()) if path.exists() else []
+    log.extend(dropped)
+    path.write_text(json.dumps(log[-500:], indent=2))  # keep last 500
+
+
+def filter_quality(signals: list[NormalizedSignal], verbose: bool = True) -> list[NormalizedSignal]:
+    kept: list[NormalizedSignal] = []
+    dropped: list[dict] = []
+    for s in signals:
+        text = f"{s.metadata.get('title', '')} {s.content[:400]}"
+        noise_hit = next((p.pattern for p in _noise_re if p.search(text)), None)
+        if noise_hit and not any(p.search(text) for p in _keep_re):
+            dropped.append({
+                "account_id": s.account_id, "signal_id": s.id,
+                "title": s.metadata.get("title", "")[:120], "url": s.url,
+                "matched_noise": noise_hit, "discovered_at": s.discovered_at,
+            })
+            continue
+        kept.append(s)
+    if verbose and dropped:
+        print(f"   [quality-gate] dropped {len(dropped)} noise signal(s) "
+              f"(awards/CSR/ticker-chatter) before LLM — see state/quality_gate_log.json")
+    _log(dropped)
+    return kept
diff --git a/sales-agent/src/agents/relevance.py b/sales-agent/src/agents/relevance.py
index 3c8073d..ceb759c 100644
--- a/sales-agent/src/agents/relevance.py
+++ b/sales-agent/src/agents/relevance.py
@@ -24,6 +24,8 @@ BATCH_USER_TMPL = """ACCOUNT CONTEXT
 Company: {account_name}
 Current Products: {current_products}
 Account Tier: {account_tier}
+Account Narrative (rolling context from prior runs — use it to connect new
+signals to known strategic direction): {narrative}
 
 CANDIDATE CAPABILITIES
 {capability_summary}
@@ -92,6 +94,7 @@ def _evaluate_batch(prepared, account) -> list[tuple[NormalizedSignal, Relevance
         account_name=account["accountName"],
         current_products=", ".join(account.get("currentProducts", [])) or "none",
         account_tier=account["accountTier"],
+        narrative=account.get("_narrative") or "(none yet — first run for this account)",
         capability_summary=capabilities.library_summary_for_prompt(list(cap_by_id.values())),
         signals_block=_signals_block(prepared),
     )
diff --git a/sales-agent/src/agents/scorer.py b/sales-agent/src/agents/scorer.py
index 285e42d..597acc9 100644
--- a/sales-agent/src/agents/scorer.py
+++ b/sales-agent/src/agents/scorer.py
@@ -11,7 +11,7 @@ from __future__ import annotations
 
 from .. import config
 from ..types import OpportunityBrief, now_utc, parse_dt
-from ..memory import feedback
+from ..memory import feedback, entitlements
 
 _TIER = {"strategic": 1.0, "enterprise": 0.66, "growth": 0.33}
 _SENIORITY = {"c-suite": 1.0, "evp": 1.0, "svp": 0.85, "vp": 0.7,
@@ -81,6 +81,13 @@ def score_and_prioritize(briefs: list[OpportunityBrief], account: dict) -> list[
             + s_timing * 0.10
             + s_feedback * 0.05
         )
+        # Renewal-proximity boost (local entitlement data, no LLM): an account
+        # negotiating a renewal is a live commercial conversation to attach to.
+        ctx = entitlements.renewal_context(b.account_id, b.capability_id)
+        boost = entitlements.renewal_boost(ctx)
+        if boost:
+            composite = min(1.0, composite + boost)
+            b.renewal_context = {**ctx, "scoreBoost": boost}
         b.composite_score = round(composite, 3)
         # Hard gate: the model's own low confidence keeps a brief out of delivery.
         if s_confidence < config.CONFIDENCE_FLOOR:
diff --git a/sales-agent/src/agents/synthesizer.py b/sales-agent/src/agents/synthesizer.py
index 6430c5b..a2f6d46 100644
--- a/sales-agent/src/agents/synthesizer.py
+++ b/sales-agent/src/agents/synthesizer.py
@@ -22,22 +22,32 @@ signal. Return JSON only."""
 # One call per account: every capability opportunity is synthesized together.
 BATCH_USER_TMPL = """ACCOUNT
 {account_name} (tier: {account_tier}); current products: {current_products}
+Prior account narrative: {narrative}
 
 Produce ONE brief for EACH target capability below, using only that capability's
 validated signals.
 
+CITATION RULE: every talking point MUST cite the signal number(s) it is based on
+via its "cites" list. A talking point that cannot be traced to a specific signal
+must not be written — no invented quotes, no invented numbers, no speculation.
+
 {capability_blocks}
 
+Also maintain the ACCOUNT NARRATIVE: return an updated 2-4 sentence rolling
+summary of this account's strategic situation, merging the prior narrative with
+what today's signals add. Factual, dated where possible, no fluff.
+
 Return ONLY this JSON (one object per capabilityId):
 {{"briefs": [
   {{"capabilityId": str,
    "headline": str (one sentence),
    "executiveSummary": str (2-3 sentences for the rep),
-   "talkingPoints": [str, str, str],
+   "talkingPoints": [{{"text": str, "cites": [int signal numbers]}}, ...],
    "outreachHook": str (one opener for email/LinkedIn DM),
    "urgencyLevel": "high|medium|low",
    "confidenceScore": float 0..1}}
-]}}"""
+],
+"accountNarrative": str}}"""
 
 
 def _signals_block(items: list[tuple[NormalizedSignal, RelevanceResult]]) -> str:
@@ -79,19 +89,47 @@ def _batched_bodies(groups: list[tuple[str, dict, list]], account: dict) -> dict
         account_name=account["accountName"],
         account_tier=account["accountTier"],
         current_products=", ".join(account.get("currentProducts", [])) or "none",
+        narrative=account.get("_narrative") or "(none yet)",
         capability_blocks="\n\n".join(blocks),
     )
-    data = llm.call_json(SYSTEM, user, max_tokens=4096, require_keys={"briefs"})
-    return {
+    data = llm.call_json(SYSTEM, user, max_tokens=6000, require_keys={"briefs"})
+    bodies = {
         b["capabilityId"]: b
         for b in data.get("briefs", [])
         if isinstance(b, dict) and b.get("capabilityId")
     }
+    return bodies, str(data.get("accountNarrative", "") or "")
+
+
+def _verify_citations(body: dict, n_signals: int, cap_name: str) -> list[str]:
+    """Citation verification: keep only talking points that cite a real signal.
+
+    Each point must cite >=1 in-range signal number; renders as 'text [S1,S2]'
+    matching the numbered CONTRIBUTING SIGNALS list on the brief. Uncited or
+    out-of-range points are dropped (never delivered) and logged.
+    """
+    verified: list[str] = []
+    dropped = 0
+    for tp in body.get("talkingPoints", []) or []:
+        if isinstance(tp, str):  # model ignored the schema — treat as uncited
+            dropped += 1
+            continue
+        text = str(tp.get("text", "")).strip()
+        cites = sorted({int(c) for c in (tp.get("cites") or [])
+                        if isinstance(c, (int, float)) and 1 <= int(c) <= n_signals})
+        if not text or not cites:
+            dropped += 1
+            continue
+        verified.append(f"{text} [{', '.join(f'S{c}' for c in cites)}]")
+    if dropped:
+        print(f"   [citations] dropped {dropped} unverifiable talking point(s) for {cap_name}")
+    return verified
 
 
 def synthesize(
     relevant: list[tuple[NormalizedSignal, RelevanceResult]], account: dict
-) -> list[OpportunityBrief]:
+) -> tuple[list[OpportunityBrief], str]:
+    """Returns (briefs, updated_account_narrative)."""
     # Group by capability id.
     by_cap: dict[str, list[tuple[NormalizedSignal, RelevanceResult]]] = {}
     for s, r in relevant:
@@ -107,10 +145,10 @@ def synthesize(
         items.sort(key=lambda x: order.get(x[1].signal_strength, 3))  # strongest first
         groups.append((cap_id, cap, items))
     if not groups:
-        return []
+        return [], ""
 
     # One LLM call for all of this account's briefs (raises on failure -> caller skips).
-    bodies = _batched_bodies(groups, account)
+    bodies, narrative = _batched_bodies(groups, account)
 
     briefs: list[OpportunityBrief] = []
     for cap_id, cap, items in groups:
@@ -118,6 +156,11 @@ def synthesize(
         if not body:
             continue  # model didn't return a brief for this capability — skip, don't fabricate
 
+        talking_points = _verify_citations(body, len(items), cap["name"])
+        if not talking_points:
+            print(f"   [citations] no verifiable talking points for {cap['name']} — brief skipped")
+            continue
+
         created = now_utc()
         ideal = items[0][1].ideal_contact
         brief = OpportunityBrief(
@@ -137,7 +180,7 @@ def synthesize(
                 }
                 for s, r in items
             ],
-            talking_points=body.get("talkingPoints", []),
+            talking_points=talking_points,
             outreach_hook=body.get("outreachHook", ""),
             target_contacts=_target_contacts(account, ideal),
             urgency_level=body.get("urgencyLevel", "medium"),
@@ -149,4 +192,4 @@ def synthesize(
             expires_at=iso(created + timedelta(days=config.BRIEF_TTL_DAYS)),
         )
         briefs.append(brief)
-    return briefs
+    return briefs, narrative
diff --git a/sales-agent/src/config.py b/sales-agent/src/config.py
index 1b25484..be3e6ab 100644
--- a/sales-agent/src/config.py
+++ b/sales-agent/src/config.py
@@ -60,27 +60,37 @@ LLM_RATELIMIT_WAIT_SECONDS = int(os.environ.get("LLM_RATELIMIT_WAIT_SECONDS", "9
 LLM_RATELIMIT_MAX_RETRIES = int(os.environ.get("LLM_RATELIMIT_MAX_RETRIES", "24"))
 
 ANTHROPIC_API_KEY = os.environ.get("ANTHROPIC_API_KEY", "").strip()
-LLM_MODEL = os.environ.get("LLM_MODEL", "claude-sonnet-4-6")
+LLM_MODEL = os.environ.get("LLM_MODEL", "claude-sonnet-5")
+# Anthropic OAuth (subscription auth instead of an API key). Token resolution:
+# ANTHROPIC_OAUTH_TOKEN env var, else the Claude Code credential in the macOS
+# keychain ("Claude Code-credentials"), read at runtime so refreshes are picked up.
+ANTHROPIC_OAUTH_TOKEN = os.environ.get("ANTHROPIC_OAUTH_TOKEN", "").strip()
+ANTHROPIC_USE_KEYCHAIN = os.environ.get("ANTHROPIC_USE_KEYCHAIN", "1").strip() == "1"
+# Effort level for reasoning models (Sonnet 5 etc.): low | medium | high | max.
+ANTHROPIC_EFFORT = os.environ.get("ANTHROPIC_EFFORT", "low").strip()
 
 GEMINI_API_KEY = os.environ.get("GEMINI_API_KEY", "").strip()
 GEMINI_MODEL = os.environ.get("GEMINI_MODEL", "gemini-2.5-flash")
 
 _provider = os.environ.get("LLM_PROVIDER", "").strip().lower()
 if not _provider:
-    if OPENAI_API_KEY:
+    if ANTHROPIC_OAUTH_TOKEN or ANTHROPIC_API_KEY:
+        _provider = "anthropic"
+    elif OPENAI_API_KEY:
         _provider = "openai"
     elif GEMINI_API_KEY:
         _provider = "gemini"
-    elif ANTHROPIC_API_KEY:
-        _provider = "anthropic"
     else:
         _provider = "none"
 # Selecting a provider whose key is missing => no usable provider.
+# ("anthropic" is exempt here: the token may come from the keychain at runtime.)
 if _provider == "openai" and not OPENAI_API_KEY:
     _provider = "none"
 elif _provider == "gemini" and not GEMINI_API_KEY:
     _provider = "none"
-elif _provider == "anthropic" and not ANTHROPIC_API_KEY:
+elif _provider == "anthropic" and not (
+    ANTHROPIC_API_KEY or ANTHROPIC_OAUTH_TOKEN or ANTHROPIC_USE_KEYCHAIN
+):
     _provider = "none"
 
 LLM_PROVIDER = _provider
@@ -95,7 +105,8 @@ def llm_label() -> str:
         return f"OpenAI-compatible ({OPENAI_MODEL} @ {host})"
     if LLM_PROVIDER == "gemini":
         return f"Gemini ({GEMINI_MODEL})"
-    return f"Anthropic ({LLM_MODEL})"
+    auth = "OAuth" if (ANTHROPIC_OAUTH_TOKEN or not ANTHROPIC_API_KEY) else "API key"
+    return f"Anthropic ({LLM_MODEL}, effort={ANTHROPIC_EFFORT}, {auth})"
 
 # --- Scoring thresholds (Phase 5 of the design) ---
 PRIORITY_THRESHOLD = float(os.environ.get("PRIORITY_THRESHOLD", "0.72"))
@@ -105,6 +116,13 @@ STANDARD_THRESHOLD = float(os.environ.get("STANDARD_THRESHOLD", "0.45"))
 # the model itself doubts out of the rep's queue.
 CONFIDENCE_FLOOR = float(os.environ.get("CONFIDENCE_FLOOR", "0.35"))
 
+# --- Renewal proximity (from local entitlement data; no LLM) ---
+# A renewal within this window is a live commercial event: boost the brief's
+# score, scaled by how close the renewal is. Same-capability renewals get the
+# full boost; any-product renewals on the account get half.
+RENEWAL_WINDOW_DAYS = int(os.environ.get("RENEWAL_WINDOW_DAYS", "365"))
+RENEWAL_BOOST_MAX = float(os.environ.get("RENEWAL_BOOST_MAX", "0.10"))
+
 # --- Exa.ai news/web harvester ---
 EXA_API_KEY = os.environ.get("EXA_API_KEY", "").strip()
 # Enabled only when a key is present AND not explicitly turned off.
@@ -128,6 +146,10 @@ EXA_EXCLUDE_DOMAINS = [
     d.strip() for d in os.environ.get("EXA_EXCLUDE_DOMAINS", "").split(",") if d.strip()
 ]
 
+# --- SEC EDGAR filings harvester (free, no key) ---
+SEC_ENABLED = os.environ.get("SEC_ENABLED", "1").strip() == "1"
+SEC_MAX_FILINGS_PER_ACCOUNT = int(os.environ.get("SEC_MAX_FILINGS_PER_ACCOUNT", "5"))
+
 # --- Dedup / suppression windows ---
 SEMANTIC_DEDUP_DAYS = 90
 SAME_TYPE_SUPPRESS_DAYS = 14
diff --git a/sales-agent/src/connectors/sec_edgar.py b/sales-agent/src/connectors/sec_edgar.py
new file mode 100644
index 0000000..a6ed705
--- /dev/null
+++ b/sales-agent/src/connectors/sec_edgar.py
@@ -0,0 +1,139 @@
+"""SEC EDGAR filings harvester (free, no API key, no rate-limit pressure).
+
+For public accounts, recent 8-K/10-K/10-Q filings are the highest-authority
+signal source available: 8-K items announce material events (acquisitions,
+leadership changes, results) within days of occurrence.
+
+Approach:
+  1. Company -> CIK via SEC's company_tickers.json (downloaded once, cached).
+  2. Recent filings via the submissions API (data.sec.gov).
+  3. Emit each recent filing (within EXA_LOOKBACK_DAYS) as a RawSignal.
+
+SEC fair-access policy: identify with a UA string; <=10 req/s (we do ~1/account).
+"""
+from __future__ import annotations
+
+import json
+import re
+import urllib.request
+from datetime import datetime, timedelta, timezone
+
+from .. import config
+from ..types import RawSignal
+
+_UA = {"User-Agent": "BSG-Prospecting-Loop chris.olson (christopher.olson@gmail.com)"}
+_TICKER_CACHE = config.STATE_DIR / "sec_company_tickers.json"
+_CIK_MAP_CACHE = config.STATE_DIR / "sec_cik_map.json"
+
+# Filing forms worth surfacing, with a plain-language description.
+_FORMS = {
+    "8-K": "material event (results, M&A, leadership change, agreements)",
+    "10-K": "annual report (strategy, risk factors, IT/infrastructure spend)",
+    "10-Q": "quarterly report",
+}
+
+
+def _fetch_json(url: str) -> dict:
+    req = urllib.request.Request(url, headers=_UA)
+    with urllib.request.urlopen(req, timeout=30) as resp:
+        return json.loads(resp.read().decode("utf-8"))
+
+
+def _norm_name(name: str) -> str:
+    n = re.sub(r"[^a-z0-9 ]", "", name.lower())
+    n = re.sub(r"\b(inc|corp|corporation|co|company|companies|holdings?|group|plc|ltd|llc|the)\b", "", n)
+    return re.sub(r"\s+", " ", n).strip()
+
+
+def _ticker_table() -> list[dict]:
+    """SEC's full company->CIK table, cached locally (refreshed weekly)."""
+    config.ensure_dirs()
+    if _TICKER_CACHE.exists():
+        age_days = (datetime.now(timezone.utc).timestamp() - _TICKER_CACHE.stat().st_mtime) / 86400
+        if age_days < 7:
+            return json.loads(_TICKER_CACHE.read_text())
+    data = _fetch_json("https://www.sec.gov/files/company_tickers.json")
+    rows = [{"cik": v["cik_str"], "ticker": v["ticker"], "name": v["title"]} for v in data.values()]
+    _TICKER_CACHE.write_text(json.dumps(rows))
+    return rows
+
+
+def _resolve_cik(account: dict) -> int | None:
+    """Best-effort account name -> CIK match; result (incl. misses) is cached."""
+    cache = json.loads(_CIK_MAP_CACHE.read_text()) if _CIK_MAP_CACHE.exists() else {}
+    aid = account["accountId"]
+    if aid in cache:
+        return cache[aid]  # may be None (known non-public / unmatched)
+    target = _norm_name(account["accountName"])
+    cik = None
+    if target:
+        for row in _ticker_table():
+            if _norm_name(row["name"]) == target:
+                cik = row["cik"]
+                break
+        if cik is None:  # relaxed: target is a prefix of the SEC name
+            for row in _ticker_table():
+                if _norm_name(row["name"]).startswith(target) and len(target) >= 5:
+                    cik = row["cik"]
+                    break
+    cache[aid] = cik
+    _CIK_MAP_CACHE.write_text(json.dumps(cache))
+    return cik
+
+
+def harvest(account: dict) -> list[RawSignal]:
+    if not config.SEC_ENABLED:
+        return []
+    try:
+        cik = _resolve_cik(account)
+    except Exception as e:
+        print(f"   [sec] ticker table unavailable: {str(e)[:80]}")
+        return []
+    if cik is None:
+        return []  # not a public company (or unmatched) — cached, no repeat lookups
+
+    try:
+        subs = _fetch_json(f"https://data.sec.gov/submissions/CIK{cik:010d}.json")
+    except Exception as e:
+        print(f"   [sec] submissions fetch failed for {account['accountName']}: {str(e)[:80]}")
+        return []
+
+    recent = subs.get("filings", {}).get("recent", {})
+    forms = recent.get("form", [])
+    dates = recent.get("filingDate", [])
+    accs = recent.get("accessionNumber", [])
+    docs = recent.get("primaryDocument", [])
+    items_col = recent.get("items", [])
+    cutoff = datetime.now(timezone.utc) - timedelta(days=config.EXA_LOOKBACK_DAYS)
+
+    out: list[RawSignal] = []
+    for i, form in enumerate(forms):
+        if form not in _FORMS or len(out) >= config.SEC_MAX_FILINGS_PER_ACCOUNT:
+            continue
+        try:
+            fdate = datetime.strptime(dates[i], "%Y-%m-%d").replace(tzinfo=timezone.utc)
+        except (ValueError, IndexError):
+            continue
+        if fdate < cutoff:
+            continue
+        acc_no = accs[i].replace("-", "")
+        url = f"https://www.sec.gov/Archives/edgar/data/{cik}/{acc_no}/{docs[i]}"
+        items = items_col[i] if i < len(items_col) else ""
+        content = (
+            f"{account['accountName']} filed a {form} with the SEC on {dates[i]} — "
+            f"{_FORMS[form]}."
+        )
+        if items:
+            content += f" 8-K items reported: {items}."
+        out.append(RawSignal(
+            account_id=account["accountId"],
+            source="sec_filing",
+            signal_type=f"sec_{form.lower().replace('-', '')}",
+            content=content,
+            published_at=f"{dates[i]}T00:00:00Z",
+            url=url,
+            extra={"title": f"SEC {form} filing ({dates[i]})", "form": form, "items": items},
+        ))
+    if out:
+        print(f"   [sec] {len(out)} recent filing(s) for {account['accountName']} (CIK {cik})")
+    return out
diff --git a/sales-agent/src/delivery/digest.py b/sales-agent/src/delivery/digest.py
index 0bb7423..9a2b7af 100644
--- a/sales-agent/src/delivery/digest.py
+++ b/sales-agent/src/delivery/digest.py
@@ -45,7 +45,11 @@ def build_digest(rep_id: str | None = None) -> str:
                    f"{'y' if len(items)==1 else 'ies'}")
         for b in items:
             flag = "🚨" if b["priority"] == "priority" else "📊"
-            out.append(f"  {flag} [{b['composite_score']}] {b['account_name']} — {b['capability_name']}")
+            tag = "  ⬆ EXPANSION" if b.get("expansion_of_owned") else ""
+            rc = b.get("renewal_context")
+            if rc:
+                tag += f"  💰 renewal {rc['renewalDate']}"
+            out.append(f"  {flag} [{b['composite_score']}] {b['account_name']} — {b['capability_name']}{tag}")
             out.append(f"      {b['headline']}")
             out.append(f"      brief: {b['id']}  |  confidence {round(b['confidence_score']*100)}%")
         out.append("")
@@ -55,6 +59,98 @@ def build_digest(rep_id: str | None = None) -> str:
 def write_digest(rep_id: str | None = None) -> str:
     config.ensure_dirs()
     text = build_digest(rep_id)
-    path = config.OUTPUT_DIR / "digest.md"
-    path.write_text(text)
+    # Timestamped file so prior digests are always kept...
+    stamp = now_utc().strftime("%Y-%m-%d_%H%M")
+    suffix = f"_{rep_id}" if rep_id else ""
+    (config.OUTPUT_DIR / f"digest{suffix}_{stamp}.md").write_text(text)
+    # ...plus digest.md as the always-current convenience copy.
+    (config.OUTPUT_DIR / "digest.md").write_text(text)
     return text
+
+
+# --- Per-rep HTML digest (forwardable email body) ---
+
+def _active_briefs(rep: str | None = None) -> list[dict]:
+    out = []
+    for b in store.load_briefs():
+        if b.get("priority") not in ("priority", "standard"):
+            continue
+        if b.get("status") not in (None, "pending"):
+            continue
+        try:
+            if parse_dt(b["expires_at"]) < now_utc():
+                continue
+        except Exception:
+            pass
+        if rep:
+            r = b["assigned_rep"]
+            if rep.lower() not in r.get("name", "").lower() and rep.lower() != r.get("id", "").lower():
+                continue
+        out.append(b)
+    return out
+
+
+def _esc(s: str) -> str:
+    return (str(s).replace("&", "&amp;").replace("<", "&lt;").replace(">", "&gt;"))
+
+
+def write_digest_html(rep: str | None = None) -> str:
+    """Render a clean, self-contained HTML digest (per rep if given).
+    Returns the file path written."""
+    config.ensure_dirs()
+    briefs = sorted(_active_briefs(rep), key=lambda b: b["composite_score"], reverse=True)
+    date = now_utc().strftime("%Y-%m-%d")
+    who = briefs[0]["assigned_rep"]["name"] if (rep and briefs) else (rep or "All reps")
+
+    rows = []
+    for b in briefs:
+        color = "#c0392b" if b["priority"] == "priority" else "#2c3e50"
+        badge = "PRIORITY" if b["priority"] == "priority" else "standard"
+        rc = b.get("renewal_context")
+        renewal_html = ""
+        if rc:
+            renewal_html = (f'<p style="margin:6px 0;padding:6px 10px;background:#fff8e1;'
+                            f'border-left:3px solid #f39c12;font-size:13px">💰 <b>Renewal window:</b> '
+                            f'{_esc(rc["product"])} renews {_esc(rc["renewalDate"])} — attach this '
+                            f'play to the renewal conversation.</p>')
+        tps = "".join(f"<li>{_esc(tp)}</li>" for tp in b.get("talking_points", []))
+        sigs = "".join(
+            f'<li><a href="{_esc(s.get("url", ""))}">{_esc((s.get("content", "") or "")[:110])}…</a> '
+            f'<span style="color:#888">({_esc((s.get("published_at", "") or "")[:10])})</span></li>'
+            for s in b.get("signals", [])
+        )
+        rows.append(f"""
+  <div style="border:1px solid #ddd;border-radius:8px;padding:16px;margin:14px 0;font-family:Arial,Helvetica,sans-serif">
+    <div style="font-size:15px;font-weight:bold;color:{color}">
+      [{badge}] {_esc(b['account_name'])} &mdash; {_esc(b['capability_name'])}
+      <span style="float:right;color:#555;font-weight:normal">score {b['composite_score']} &middot; confidence {round(b['confidence_score'] * 100)}%</span>
+    </div>
+    <p style="margin:8px 0"><b>{_esc(b['headline'])}</b></p>
+    {renewal_html}
+    <p style="margin:8px 0;color:#333">{_esc(b['executive_summary'])}</p>
+    <p style="margin:8px 0 4px"><b>Talking points</b> <span style="color:#888">([S#] cites map to sources below)</span>:</p>
+    <ul style="margin:4px 0">{tps}</ul>
+    <p style="margin:8px 0 4px"><b>Suggested opener:</b> <i>{_esc(b.get('outreach_hook', ''))}</i></p>
+    <p style="margin:8px 0 4px"><b>Sources</b>:</p>
+    <ol style="margin:4px 0;font-size:12px">{sigs}</ol>
+    <p style="margin:6px 0 0;font-size:11px;color:#999">brief {b['id']} &middot; expires {_esc(b['expires_at'][:10])}</p>
+  </div>""")
+
+    body = "\n".join(rows) if rows else "<p>No active opportunities in the queue.</p>"
+    html = f"""<!doctype html><html><head><meta charset="utf-8">
+<title>Intelligence Digest — {_esc(who)} — {date}</title></head>
+<body style="max-width:760px;margin:24px auto;font-family:Arial,Helvetica,sans-serif;color:#222">
+  <h2 style="border-bottom:2px solid #2c3e50;padding-bottom:8px">
+    📬 Account Intelligence Digest — {_esc(who)} <span style="color:#888;font-weight:normal">{date}</span>
+  </h2>
+  <p style="color:#555">{len(briefs)} active opportunit{"y" if len(briefs) == 1 else "ies"}, ranked by composite score.
+  Every talking point is cited to a real, dated source.</p>
+  {body}
+</body></html>"""
+
+    digest_dir = config.OUTPUT_DIR / "digests"
+    digest_dir.mkdir(parents=True, exist_ok=True)
+    slug = (rep or "all").lower().replace(" ", "_")
+    path = digest_dir / f"digest_{slug}_{date}.html"
+    path.write_text(html)
+    return str(path)
diff --git a/sales-agent/src/delivery/render.py b/sales-agent/src/delivery/render.py
index 9f2568c..f830c01 100644
--- a/sales-agent/src/delivery/render.py
+++ b/sales-agent/src/delivery/render.py
@@ -19,7 +19,9 @@ def render_brief_md(brief: dict) -> str:
         "🎯 OPPORTUNITY BRIEF",
         "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━",
         f"Account:     {brief['account_name']}",
-        f"Capability:  {brief['capability_name']}",
+        f"Capability:  {brief['capability_name']}"
+        + ("   ⬆ EXPANSION (account already owns this product line)"
+           if brief.get("expansion_of_owned") else ""),
         f"Assigned:    {brief['assigned_rep']['name']} ({brief['assigned_rep']['email']})",
         f"Brief ID:    {brief['id']}",
         "━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━",
@@ -30,6 +32,18 @@ def render_brief_md(brief: dict) -> str:
         f"CONFIDENCE: {pct}%   URGENCY: {brief['urgency_level'].upper()}   "
         f"SCORE: {brief['composite_score']}   PRIORITY: {brief['priority'].upper()}",
         "",
+    ]
+    rc = brief.get("renewal_context")
+    if rc:
+        months = max(1, round(rc["daysUntil"] / 30))
+        scope = "this product line" if rc.get("sameCapability") else "another product"
+        lines += [
+            f"💰 RENEWAL WINDOW: {rc['product']} renews {rc['renewalDate']} "
+            f"(~{months} mo) — {scope} is up for renewal; attach this play to "
+            f"the renewal conversation. (score boost +{rc['scoreBoost']})",
+            "",
+        ]
+    lines += [
         "EXECUTIVE SUMMARY",
         f"  {brief['executive_summary']}",
         "",
@@ -81,7 +95,10 @@ def render_brief_md(brief: dict) -> str:
 def deliver(brief: dict) -> None:
     """Write the brief to a file; print priority briefs to console (Slack stand-in)."""
     config.ensure_dirs()
-    path = config.BRIEFS_DIR / f"{brief['priority']}_{brief['account_id']}_{brief['id']}.md"
+    # Filename keyed on the account NAME (legible), not the numeric account id.
+    import re
+    name_slug = re.sub(r"[^a-z0-9]+", "-", brief["account_name"].lower()).strip("-")[:40]
+    path = config.BRIEFS_DIR / f"{brief['priority']}_{name_slug}_{brief['id'][:8]}.md"
     path.write_text(render_brief_md(brief))
     emoji = _PRIORITY_EMOJI.get(brief["priority"], "•")
     if brief["priority"] == "priority":
diff --git a/sales-agent/src/delivery/whitespace.py b/sales-agent/src/delivery/whitespace.py
new file mode 100644
index 0000000..acbec54
--- /dev/null
+++ b/sales-agent/src/delivery/whitespace.py
@@ -0,0 +1,126 @@
+"""Whitespace / coverage report — territory-planning view.
+
+Answers: which accounts have surfaced opportunities (and for which capability
+families), which accounts own products already, and where has the loop never
+looked (or not looked recently). Writes output/whitespace.md.
+"""
+from __future__ import annotations
+
+import json
+from collections import Counter, defaultdict
+
+from .. import config, capabilities
+from ..connectors import crm
+from ..memory import store
+from ..types import now_utc, parse_dt
+
+
+def _cursor() -> dict:
+    p = config.STATE_DIR / "run_cursor.json"
+    return json.loads(p.read_text()) if p.exists() else {}
+
+
+def build_report() -> str:
+    accounts = crm.load_accounts()
+    briefs = store.load_briefs()
+    cur = _cursor()
+    now = now_utc()
+
+    by_account: dict[str, list[dict]] = defaultdict(list)
+    for b in briefs:
+        by_account[b["account_id"]].append(b)
+
+    covered, uncovered_run, never_run, stale = [], [], [], []
+    for a in accounts:
+        aid = a["accountId"]
+        last = cur.get(aid)
+        age = (now - parse_dt(last)).days if last else None
+        if last is None:
+            never_run.append(a)
+        elif age is not None and age > 14:
+            stale.append((a, age))
+        if by_account.get(aid):
+            covered.append(a)
+        elif last is not None:
+            uncovered_run.append(a)
+
+    cap_counter: Counter = Counter()
+    status_counter: Counter = Counter()
+    for b in briefs:
+        cap_counter[b["capability_name"]] += 1
+        status_counter[b.get("status") or "pending"] += 1
+
+    n = len(accounts)
+    lines = [
+        "═" * 62,
+        f"🗺  WHITESPACE / COVERAGE REPORT — {now.strftime('%Y-%m-%d')}",
+        "═" * 62,
+        "",
+        f"Territory: {n} accounts | {len(capabilities.load_library()['capabilities'])} capabilities",
+        f"  Scanned at least once:      {n - len(never_run):>4}  ({(n - len(never_run)) * 100 // max(n,1)}%)",
+        f"  Never scanned:              {len(never_run):>4}",
+        f"  Scanned but stale (>14d):   {len(stale):>4}",
+        f"  With surfaced opportunity:  {len(covered):>4}",
+        f"  Scanned, no opportunity:    {len(uncovered_run):>4}",
+        "",
+        "── Opportunities by capability (where the traction is) " + "─" * 6,
+    ]
+    for cap, cnt in cap_counter.most_common(15):
+        lines.append(f"  {cnt:>3}  {cap}")
+    if not cap_counter:
+        lines.append("  (none yet)")
+
+    lines += ["", "── Brief pipeline status " + "─" * 36]
+    for st, cnt in status_counter.most_common():
+        lines.append(f"  {cnt:>3}  {st}")
+
+    lines += ["", "── Accounts with active opportunities " + "─" * 23]
+    for a in covered:
+        bs = by_account[a["accountId"]]
+        caps = sorted({b["capability_name"] for b in bs})
+        lines.append(f"  {a['accountName'][:34]:34} {len(bs)} brief(s): {', '.join(caps)[:70]}")
+    if not covered:
+        lines.append("  (none yet)")
+
+    lines += ["", f"── Never scanned ({len(never_run)}) — run `loop --limit N` to work the backlog " + "─" * 3]
+    for a in never_run[:25]:
+        lines.append(f"  {a['accountTier']:10} {a['accountName']}")
+    if len(never_run) > 25:
+        lines.append(f"  ... and {len(never_run) - 25} more")
+
+    if stale:
+        lines += ["", f"── Stale (>14 days since last scan) ({len(stale)}) " + "─" * 16]
+        for a, age in sorted(stale, key=lambda x: -x[1])[:15]:
+            lines.append(f"  {age:>3}d  {a['accountTier']:10} {a['accountName']}")
+
+    # Entitlement-aware whitespace: which capability families are most owned,
+    # and how many accounts have zero footprint in each pillar.
+    owned_counter: Counter = Counter()
+    with_ent = 0
+    for a in accounts:
+        caps = a.get("ownedCapabilityIds", [])
+        if caps:
+            with_ent += 1
+        for c in caps:
+            owned_counter[c] += 1
+    lines += ["", "── Installed base (from entitlement import) " + "─" * 17,
+              f"  accounts with entitlement data: {with_ent}/{n}"]
+    for cap_id, cnt in owned_counter.most_common(12):
+        cap = capabilities.capability_by_id(cap_id)
+        lines.append(f"  {cnt:>3} own  {cap['name'] if cap else cap_id}")
+    if owned_counter:
+        pillars = {"cap_vmw": "VMware", "cap_mf": "Mainframe", "cap_es": "Enterprise SW", "cap_iam": "IAM"}
+        lines += ["", "  Whitespace by pillar (accounts owning NOTHING in that pillar):"]
+        for prefix, label in pillars.items():
+            without = sum(1 for a in accounts
+                          if not any(c.startswith(prefix) for c in a.get("ownedCapabilityIds", [])))
+            lines.append(f"    {label:14} {without:>3} of {n} accounts have zero footprint")
+    lines.append("")
+    return "\n".join(lines)
+
+
+def write_report() -> str:
+    config.ensure_dirs()
+    text = build_report()
+    (config.OUTPUT_DIR / "whitespace.md").write_text(text)
+    return text
diff --git a/sales-agent/src/llm.py b/sales-agent/src/llm.py
index 7d64510..eeae0b7 100644
--- a/sales-agent/src/llm.py
+++ b/sales-agent/src/llm.py
@@ -69,7 +69,7 @@ def _post(url: str, payload: dict, headers: dict, provider: str) -> dict:
             headers={"content-type": "application/json", **headers}, method="POST",
         )
         try:
-            with urllib.request.urlopen(req, timeout=60) as resp:
+            with urllib.request.urlopen(req, timeout=300) as resp:
                 return json.loads(resp.read().decode("utf-8"))
         except urllib.error.HTTPError as e:
             detail = e.read().decode("utf-8")[:400] if hasattr(e, "read") else ""
@@ -109,7 +109,15 @@ def _call_openai(system: str, user: str, max_tokens: int) -> dict:
     if config.OPENAI_PRESENCE_PENALTY:
         payload["presence_penalty"] = config.OPENAI_PRESENCE_PENALTY
     if config.OPENAI_JSON_MODE:
-        payload["response_format"] = {"type": "json_object"}
+        payload["response_format"] = {
+            "type": "json_schema",
+            "json_schema": {
+                "name": "generic_json_object",
+                "schema": {
+                    "type": "object"
+                }
+            }
+        }
     headers = {"authorization": f"Bearer {config.OPENAI_API_KEY}"}
     body = _post(url, payload, headers, "OpenAI-compatible")
     choices = body.get("choices", [])
@@ -153,19 +161,72 @@ def _call_gemini(system: str, user: str, max_tokens: int) -> dict:
     return _extract_json(text)
 
 
+_keychain_token_cache: dict = {}
+
+
+def _anthropic_oauth_token() -> str:
+    """Resolve an OAuth access token: env var first, then the Claude Code
+    credential stored in the macOS keychain (kept fresh by Claude Code)."""
+    if config.ANTHROPIC_OAUTH_TOKEN:
+        return config.ANTHROPIC_OAUTH_TOKEN
+    if not config.ANTHROPIC_USE_KEYCHAIN:
+        return ""
+    # Cache for 60s to avoid a keychain hit on every call.
+    now = time.time()
+    if _keychain_token_cache.get("expires", 0) > now:
+        return _keychain_token_cache["token"]
+    try:
+        import subprocess
+        raw = subprocess.run(
+            ["security", "find-generic-password", "-s", "Claude Code-credentials", "-w"],
+            capture_output=True, text=True, timeout=10,
+        ).stdout.strip()
+        cred = json.loads(raw).get("claudeAiOauth", {})
+        token = cred.get("accessToken", "")
+        exp_ms = cred.get("expiresAt", 0)
+        if token and exp_ms and exp_ms / 1000 < now:
+            raise LLMNotConfigured(
+                "The Claude Code OAuth token in the keychain is EXPIRED "
+                f"(expired {time.strftime('%Y-%m-%d %H:%M', time.localtime(exp_ms/1000))}). "
+                "Run any command in the Claude Code CLI (e.g. `claude -p hi`) to refresh it, "
+                "or set ANTHROPIC_OAUTH_TOKEN / ANTHROPIC_API_KEY in .env."
+            )
+        if token:
+            _keychain_token_cache.update({"token": token, "expires": now + 60})
+        return token
+    except LLMNotConfigured:
+        raise
+    except Exception:
+        return ""
+
+
 def _call_anthropic(system: str, user: str, max_tokens: int) -> dict:
     payload = {
         "model": config.LLM_MODEL,
         "max_tokens": max_tokens,
         "system": system,
         "messages": [{"role": "user", "content": user}],
+        # Reasoning-effort control (Sonnet 5 / Opus 4.6+). "low" keeps the
+        # relevance/synthesis calls fast and cheap. NOTE: Sonnet 5 rejects
+        # non-default temperature/top_p — do not add sampling params here.
+        "output_config": {"effort": config.ANTHROPIC_EFFORT},
     }
-    headers = {
-        "x-api-key": config.ANTHROPIC_API_KEY,
-        "anthropic-version": "2023-06-01",
-    }
+    headers = {"anthropic-version": "2023-06-01"}
+    token = _anthropic_oauth_token()
+    if token:
+        # OAuth bearer auth (subscription) + required beta header.
+        headers["authorization"] = f"Bearer {token}"
+        headers["anthropic-beta"] = "oauth-2025-04-20"
+    elif config.ANTHROPIC_API_KEY:
+        headers["x-api-key"] = config.ANTHROPIC_API_KEY
+    else:
+        raise LLMNotConfigured(
+            "Anthropic provider selected but no OAuth token (env/keychain) or API key found."
+        )
     body = _post("https://api.anthropic.com/v1/messages", payload, headers, "Anthropic")
-    text = "".join(b.get("text", "") for b in body.get("content", []))
+    text = "".join(
+        b.get("text", "") for b in body.get("content", []) if b.get("type") == "text"
+    )
     return _extract_json(text)
 
 
diff --git a/sales-agent/src/memory/entitlements.py b/sales-agent/src/memory/entitlements.py
new file mode 100644
index 0000000..b197884
--- /dev/null
+++ b/sales-agent/src/memory/entitlements.py
@@ -0,0 +1,66 @@
+"""Local entitlement lookups (renewals, ownership) — no LLM, no network.
+
+Reads data/entitlements.json (gitignored, produced by scripts/import_entitlements.py).
+Renewal proximity is a commercial trigger: an account negotiating a renewal within
+the window is already in a buying conversation — the best moment to attach an
+expansion or cross-sell motion.
+"""
+from __future__ import annotations
+
+import json
+from datetime import datetime, timezone
+from functools import lru_cache
+
+from .. import config
+
+
+@lru_cache(maxsize=1)
+def _load() -> dict:
+    p = config.DATA_DIR / "entitlements.json"
+    return json.loads(p.read_text()) if p.exists() else {}
+
+
+def _days_until(date_str: str) -> int | None:
+    try:
+        d = datetime.strptime(date_str, "%Y-%m-%d").replace(tzinfo=timezone.utc)
+    except (ValueError, TypeError):
+        return None
+    return (d - datetime.now(timezone.utc)).days
+
+
+def renewal_context(account_id: str, capability_id: str) -> dict | None:
+    """Soonest FUTURE renewal within the window, preferring products mapped to
+    the brief's capability; falls back to the account's soonest renewal of any
+    product (an account in renewal talks is engageable for cross-sell too).
+
+    Returns {product, renewalDate, daysUntil, sameCapability} or None.
+    """
+    ent = _load().get(str(account_id))
+    if not ent:
+        return None
+    best_same, best_any = None, None
+    for p in ent.get("products", []):
+        days = _days_until(p.get("nextRenewal", ""))
+        if days is None or days < 0 or days > config.RENEWAL_WINDOW_DAYS:
+            continue
+        cand = {"product": p["product"], "renewalDate": p["nextRenewal"], "daysUntil": days}
+        if capability_id in (p.get("capabilities") or []):
+            if best_same is None or days < best_same["daysUntil"]:
+                best_same = cand
+        if best_any is None or days < best_any["daysUntil"]:
+            best_any = cand
+    if best_same:
+        return {**best_same, "sameCapability": True}
+    if best_any:
+        return {**best_any, "sameCapability": False}
+    return None
+
+
+def renewal_boost(ctx: dict | None) -> float:
+    """Score bonus: scales linearly as the renewal approaches (closer = larger).
+    Same-capability renewals get the full weight; account-level renewals half."""
+    if not ctx:
+        return 0.0
+    closeness = 1.0 - (ctx["daysUntil"] / max(config.RENEWAL_WINDOW_DAYS, 1))
+    weight = config.RENEWAL_BOOST_MAX if ctx["sameCapability"] else config.RENEWAL_BOOST_MAX / 2
+    return round(weight * closeness, 4)
diff --git a/sales-agent/src/pipeline.py b/sales-agent/src/pipeline.py
index fe2d07f..dbbcad1 100644
--- a/sales-agent/src/pipeline.py
+++ b/sales-agent/src/pipeline.py
@@ -1,11 +1,14 @@
 """The account cycle — the closed loop, run per account (design section 7.3)."""
 from __future__ import annotations
 
+import json
+
 from . import config, llm
-from .agents import harvester, normalizer, relevance, synthesizer, scorer
+from .agents import harvester, normalizer, relevance, synthesizer, scorer, quality_gate
 from .delivery import render
 from .connectors import crm, exa
 from .memory import store
+from .types import now_utc, iso, parse_dt
 
 
 def run_account_cycle(account: dict, verbose: bool = True) -> list[dict]:
@@ -19,14 +22,25 @@ def run_account_cycle(account: dict, verbose: bool = True) -> list[dict]:
     if verbose:
         print(f"   harvested {len(raw)} raw signal(s)")
 
-    # 2. Normalize + dedup
+    # 2. Normalize + dedup + quality gate (drop PR fluff before spending LLM calls)
     signals = normalizer.normalize_and_dedup(raw, account, mem)
     if verbose:
         print(f"   {len(signals)} new signal(s) after dedup")
+    kept = quality_gate.filter_quality(signals, verbose=verbose)
+    kept_ids = {s.id for s in kept}
+    gated_out = [s for s in signals if s.id not in kept_ids]
+    signals = kept
+    # Noise signals are consumed (marked seen) so they aren't re-fetched forever.
+    if gated_out:
+        store.record_signals(mem, gated_out)
     if not signals:
         store.save_memory(mem)
+        _mark_run(account["accountId"])
         return []
 
+    # Inject rolling narrative so the LLM connects new signals to prior context.
+    account["_narrative"] = mem.get("accountNarrative", "")
+
     # 3 + 4. Relevance filter + synthesis (LLM). On LLM failure we skip the account
     # and do NOT consume the signals, so they are retried on the next run (rather
     # than emitting low-quality output). 429s are waited out inside the LLM layer.
@@ -37,8 +51,9 @@ def run_account_cycle(account: dict, verbose: bool = True) -> list[dict]:
         if not relevant:
             store.record_signals(mem, signals)  # evaluated, found irrelevant -> mark seen
             store.save_memory(mem)
+            _mark_run(account["accountId"])
             return []
-        briefs = synthesizer.synthesize(relevant, account)
+        briefs, narrative = synthesizer.synthesize(relevant, account)
     except llm.LLMError as e:
         print(f"   ! LLM unavailable for {account['accountName']}: {str(e)[:160]}")
         print("     skipping account — signals NOT consumed, will retry next run.")
@@ -46,6 +61,8 @@ def run_account_cycle(account: dict, verbose: bool = True) -> list[dict]:
 
     # Signals fully processed by the LLM -> mark seen so we don't re-evaluate them.
     store.record_signals(mem, signals)
+    if narrative:
+        mem["accountNarrative"] = narrative
 
     # 5. Score + prioritize
     briefs = scorer.score_and_prioritize(briefs, account)
@@ -69,18 +86,61 @@ def run_account_cycle(account: dict, verbose: bool = True) -> list[dict]:
             continue
 
         bd = b.to_dict()
+        # Local entitlement check (no LLM): capability already owned per the
+        # ACL import -> deliver as an EXPANSION play, not a net-new pitch.
+        if b.capability_id in set(account.get("ownedCapabilityIds", [])):
+            bd["expansion_of_owned"] = True
+            if verbose:
+                print(f"   note: {b.capability_name} already owned -> tagged EXPANSION")
         store.save_brief(bd)
         store.record_brief(mem, bd)
         render.deliver(bd)            # 6. Deliver
         crm.log_activity(aid, bd)     #    + CRM write-back stub
         delivered.append(bd)
 
-    # 7. Update memory
+    # 7. Update memory + run cursor
     store.save_memory(mem)
+    _mark_run(account["accountId"])
     return delivered
 
 
-def run_all(tier: str | None = None, account_id: str | None = None) -> list[dict]:
+# --- Run cursor: which accounts were covered when (drives --limit batching) ---
+
+def _cursor_path():
+    return config.STATE_DIR / "run_cursor.json"
+
+
+def _load_cursor() -> dict:
+    p = _cursor_path()
+    return json.loads(p.read_text()) if p.exists() else {}
+
+
+def _mark_run(account_id: str) -> None:
+    config.ensure_dirs()
+    cur = _load_cursor()
+    cur[account_id] = iso(now_utc())
+    _cursor_path().write_text(json.dumps(cur, indent=2))
+
+
+def _order_for_run(accounts: list[dict]) -> list[dict]:
+    """Strategic tier first, then least-recently-run (never-run first)."""
+    cur = _load_cursor()
+    tier_rank = {"strategic": 0, "enterprise": 1, "growth": 2}
+
+    def key(a):
+        last = cur.get(a["accountId"])
+        ts = parse_dt(last).timestamp() if last else 0.0
+        return (tier_rank.get(a["accountTier"], 3), ts)
+
+    return sorted(accounts, key=key)
+
+
+def run_all(
+    tier: str | None = None,
+    account_id: str | None = None,
+    limit: int | None = None,
+    rep: str | None = None,
+) -> list[dict]:
     config.ensure_dirs()
     if not config.LLM_CONFIGURED:
         print("ERROR: no LLM provider configured. Set OPENAI_API_KEY (+ OPENAI_BASE_URL/"
@@ -88,10 +148,21 @@ def run_all(tier: str | None = None, account_id: str | None = None) -> list[dict
         print("Refusing to run without a reasoning model (no mock fallback).")
         return []
     accounts = crm.load_accounts(tier=tier, account_id=account_id)
+    if rep:
+        accounts = [a for a in accounts
+                    if rep.lower() in a["assignedRep"]["name"].lower()
+                    or rep.lower() == a["assignedRep"]["id"].lower()]
     if not accounts:
         print("No matching accounts.")
         return []
-    print(f"Running prospecting loop over {len(accounts)} account(s) — LLM: {config.llm_label()}")
+    # Batch scheduling: strategic first, then longest-stale. With --limit N a
+    # nightly run quietly walks the whole territory over successive runs.
+    accounts = _order_for_run(accounts)
+    total = len(accounts)
+    if limit and limit > 0:
+        accounts = accounts[:limit]
+    print(f"Running prospecting loop over {len(accounts)}/{total} account(s) "
+          f"(strategic + least-recently-run first) — LLM: {config.llm_label()}")
     if config.EXA_ENABLED:
         st = exa.usage_status()
         scope = "domain-scoped" if config.EXA_DOMAIN_FILTER else "broad web"
diff --git a/sales-agent/src/types.py b/sales-agent/src/types.py
index 55ce4d3..0c020ff 100644
--- a/sales-agent/src/types.py
+++ b/sales-agent/src/types.py
@@ -104,6 +104,7 @@ class OpportunityBrief:
     created_at: str
     expires_at: str
     status: str = "pending"         # pending | accepted | rejected | snoozed | won | lost
+    renewal_context: Optional[dict] = None  # set by scorer when a renewal is in window
 
     def to_dict(self) -> dict[str, Any]:
         return asdict(self)