Application-Object Mapping¶
Minimum required ontology objects per application, with relationship details and cross-application dependency analysis.
App 1: Deal Intelligence & Contextual Analytics¶
MEDDPICC | Minimum Objects: 12
| Object | System | Role in App | Key Relationship |
|---|---|---|---|
Deal_Opportunity |
Salesforce CRM | Core entity — deal being analyzed | depends_on -> Account_Profile |
Opportunity_Line_Item |
Salesforce CRM | Product mix and deal structure | depends_on -> Deal_Opportunity, Product_Catalog |
Stage_History |
Salesforce CRM | Deal progression velocity | depends_on -> Deal_Opportunity |
Account_Profile |
Salesforce CRM | Buyer context, ICP score, health | — |
Contact |
Salesforce CRM | Buyer contacts and roles | depends_on -> Account_Profile |
Stakeholder_Map |
Salesforce CRM | MEDDPICC role mapping per deal | depends_on -> Deal_Opportunity, Contact |
Conversation_Record |
Gong / Call Platform | Call intelligence, MEDDPICC extraction | depends_on -> Deal_Opportunity |
Meeting_Action_Item |
Gong / Call Platform | Next steps and commitments | depends_on -> Conversation_Record |
Email_Thread |
Email Platform | Engagement velocity and multi-threading | depends_on -> Deal_Opportunity |
Calendar_Event |
Calendar Platform | Meeting frequency and attendance | depends_on -> Deal_Opportunity |
Product_Usage |
Product Platform | Product-fit and expansion signals | depends_on -> Account_Profile |
Competitive_Signal |
Market Intelligence | Competitor presence and threat score | depends_on -> Deal_Opportunity |
Policies: deal-qualification-policy, pricing-discount-policy Workflows: deal-intelligence-scoring, conversation-email-nlp, competitive-win-loss Integrations: gong-conversation-feed, email-calendar-sync, market-intelligence-feed
App 2: Pipeline Risk & Revenue Forecasting¶
MEDDPICC / ASC 606 | Minimum Objects: 12
| Object | System | Role in App | Key Relationship |
|---|---|---|---|
Deal_Opportunity |
Salesforce CRM | Pipeline deal inventory | depends_on -> Account_Profile |
Stage_History |
Salesforce CRM | Velocity and stage inflation detection | depends_on -> Deal_Opportunity |
Account_Profile |
Salesforce CRM | Customer health for renewal prediction | — |
Pipeline_Snapshot |
Internal (derived) | Weekly pipeline state for trending | depends_on -> Deal_Opportunity |
Deal_Velocity |
Internal (derived) | Per-deal slip risk scoring | depends_on -> Deal_Opportunity |
Forecast_Submission |
Salesforce CRM | Rep vs. AI forecast comparison | depends_on -> Deal_Opportunity |
Renewal_Record |
Salesforce CRM / Product | Upcoming renewal risk assessment | depends_on -> Account_Profile, Subscription |
Subscription |
Product Platform | Current ARR and usage for renewal context | depends_on -> Account_Profile |
Product_Usage |
Product Platform | Usage trends for expansion/churn signals | depends_on -> Account_Profile |
Revenue_Schedule |
Oracle Finance | ASC 606 revenue projection alignment | depends_on -> Contract_Record |
Conversation_Record |
Gong / Call Platform | Deal engagement context for risk scoring | depends_on -> Deal_Opportunity |
Email_Thread |
Email Platform | Engagement signals for risk scoring | depends_on -> Deal_Opportunity |
Policies: forecast-governance-policy, revenue-recognition-policy Workflows: pipeline-risk-assessment, renewal-expansion-prediction Integrations: crm-finance-sync, product-usage-feed
App 3: Revenue Operations Orchestration Hub¶
ASC 606 | Minimum Objects: 12
| Object | System | Role in App | Key Relationship |
|---|---|---|---|
Deal_Opportunity |
Salesforce CRM | Closed-won trigger for quote-to-cash | depends_on -> Account_Profile |
Account_Profile |
Salesforce CRM | Customer master for billing/collections | — |
Quote |
Salesforce CPQ | Pricing and terms for billing creation | depends_on -> Deal_Opportunity |
Contract_Record |
Document Management / CLM | NLP-extracted terms, obligations, ramp | depends_on -> Deal_Opportunity, Account_Profile |
Revenue_Schedule |
Oracle Finance | ASC 606 recognition schedule | depends_on -> Contract_Record |
Billing_Schedule |
Oracle Finance | Invoice timing and amounts | depends_on -> Contract_Record |
AR_Invoice |
Oracle Finance | Invoice status and aging | depends_on -> Account_Profile |
Payment |
Oracle Finance | Payment application and reconciliation | depends_on -> AR_Invoice |
Commission_Record |
Oracle Finance / CRM | Commission calculation and payout | depends_on -> Deal_Opportunity |
Quota |
Salesforce CRM / Finance | Quota attainment for commission | depends_on -> Commission_Record |
Subscription |
Product Platform | Active subscription for billing alignment | depends_on -> Account_Profile |
Product_Catalog |
Product Platform | Price book for CPQ and billing validation | — |
Policies: revenue-recognition-policy, pricing-discount-policy, commission-compensation-policy Workflows: quote-to-cash-orchestration, revenue-leakage-detection, commission-compensation Integrations: crm-finance-sync, document-clm-feed, product-usage-feed
Cross-Application Dependency Matrix¶
Shows which entities are shared across applications (checkmark = required by that app):
| Entity | Deal Intelligence | Pipeline Risk | Revenue Orchestration |
|---|---|---|---|
| Deal_Opportunity | x | x | x |
| Account_Profile | x | x | x |
| Stage_History | x | x | — |
| Conversation_Record | x | x | — |
| Email_Thread | x | x | — |
| Product_Usage | x | x | — |
| Subscription | — | x | x |
| Revenue_Schedule | — | x | x |
| Contact | x | — | — |
| Stakeholder_Map | x | — | — |
| Competitive_Signal | x | — | — |
| Calendar_Event | x | — | — |
| Pipeline_Snapshot | — | x | — |
| Deal_Velocity | — | x | — |
| Forecast_Submission | — | x | — |
| Renewal_Record | — | x | — |
| Quote | — | — | x |
| Contract_Record | — | — | x |
| Billing_Schedule | — | — | x |
| AR_Invoice | — | — | x |
| Payment | — | — | x |
| Commission_Record | — | — | x |
Entity Count per App¶
| Application | Min Objects | Workflows | Policies | Integrations |
|---|---|---|---|---|
| Deal Intelligence | 12 | 3 | 2 | 3 |
| Pipeline Risk & Forecasting | 12 | 2 | 2 | 2 |
| Revenue Orchestration | 12 | 3 | 3 | 3 |