Chris Olson
c2854ba163
- 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>
143 lines
5.1 KiB
JSON
143 lines
5.1 KiB
JSON
{
|
|
"_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
|
|
}
|
|
]
|
|
}
|