Schema Reference¶
Complete reference for the revenue operations semantic schema — 10 domains, ~40 tables across 6 source systems, aligned to MEDDPICC and ASC 606 standards.
Source File: enterprise-knowledge/rev-ops-schema.yaml
Domain 1: Deal & Opportunity Management¶
System: Salesforce CRM | Standard: MEDDPICC
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Deal_Opportunity |
Core sales opportunity record with MEDDPICC scoring | high | Opp_ID, Account_ID, Name, Amount, ARR, Stage (Prospect/Discovery/Evaluation/Negotiation/Closed_Won/Closed_Lost), Close_Date, Owner_ID, Deal_Type (New_Business/Expansion/Renewal), Probability, MEDDPICC_Score (0-100), Forecast_Category (Commit/Best_Case/Pipeline/Omit), Created_Date, Days_in_Stage, Competitor_Present |
Opportunity_Line_Item |
Individual product line within a deal | medium | Line_ID, Opp_ID, Product_ID, Quantity, Unit_Price, Discount_Pct, ARR_Contribution, TCV |
Stage_History |
Stage transition audit trail for velocity analysis | medium | Opp_ID, From_Stage, To_Stage, Changed_Date, Changed_By, Days_in_Previous_Stage |
Key Relationships:
Deal_Opportunity--triggers--> Deal Intelligence & Scoring workflowDeal_Opportunity--triggers--> Pipeline Risk Assessment workflowDeal_Opportunity--constrained_by--> MEDDPICC scoring methodologyStage_History--triggers--> Deal Velocity analysis (stage inflation detection)Opportunity_Line_Item--depends_on-->Product_Catalog(SKU resolution)
Domain 2: Account & Buyer Intelligence¶
System: Salesforce CRM + Market Intel | Standard: MEDDPICC
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Account_Profile |
Customer/prospect master record with health metrics | high | Account_ID, Name, Industry, Employee_Count, ARR_Current, Segment (Enterprise/Mid_Market/SMB), Tier (Strategic/Growth/Standard), ICP_Score (0-100), LTV, NDR_Pct, Health_Score, Owner_ID, Status (Active/Prospect/Churned) |
Contact |
Individual contact persons at accounts | medium | Contact_ID, Account_ID, Name, Title, Role (Decision_Maker/Champion/Influencer/Blocker/End_User), Email, Phone, Engagement_Score, Last_Activity_Date |
Stakeholder_Map |
Deal-level buyer influence and sentiment map | high | Map_ID, Opp_ID, Contact_ID, Role_in_Deal (Economic_Buyer/Champion/Technical_Evaluator/Coach/Blocker), Sentiment (Positive/Neutral/Negative), Engagement_Level (High/Medium/Low/None), Last_Interaction_Date |
Key Relationships:
Account_Profile--triggers--> Renewal & Expansion Prediction workflowAccount_Profile--constrained_by--> ICP scoring modelStakeholder_Map--triggers--> Deal Intelligence & Scoring workflow (buyer coverage gaps)Contact--depends_on-->Account_ProfileStakeholder_Map--depends_on-->Deal_OpportunityandContact
Domain 3: Conversation Intelligence¶
System: Gong/Chorus/Call Platform | Standard: MEDDPICC
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Conversation_Record |
Call/meeting recording with NLP-extracted insights | high | Call_ID, Opp_ID, Account_ID, Participants (array), Duration_Minutes, Date, Transcript_URL, Sentiment_Score (-100 to +100), Talk_Ratio_Rep_Pct, Topics_Detected (array), Competitor_Mentions (array), Objections_Raised (array), Next_Steps_Committed, MEDDPICC_Elements_Extracted (JSON) |
Meeting_Action_Item |
Follow-up actions extracted from conversations | medium | Action_ID, Call_ID, Description, Owner, Due_Date, Status, Completed_Date |
Key Relationships:
Conversation_Record--triggers--> Conversation & Email NLP workflowConversation_Record--triggers--> Deal Intelligence & Scoring workflow (MEDDPICC extraction)Conversation_Record--triggers--> Competitive Win/Loss Analysis workflow (competitor mentions)Meeting_Action_Item--depends_on-->Conversation_Record
Domain 4: Email & Digital Engagement¶
System: Email Platform + Calendar | Standard: MEDDPICC
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Email_Thread |
Aggregated email thread metrics per deal | high | Thread_ID, Opp_ID, Account_ID, Participants (array), Message_Count, Direction_Distribution (Inbound_Pct/Outbound_Pct), Avg_Response_Time_Hours, Executive_Involved_Flag, Last_Activity_Date, Ghost_Risk_Flag (days_since_last_reply >7) |
Calendar_Event |
Scheduled meetings and their outcomes | medium | Event_ID, Opp_ID, Account_ID, Type (Demo/Discovery/Negotiation/Technical/Executive), Attendees, Duration_Minutes, Date, Outcome, No_Show_Flag |
Digital_Engagement |
Website, content, and product trial activity | low | Account_ID, Source (Website/Content/Webinar/Product_Trial), Event_Type, Timestamp, Score |
Key Relationships:
Email_Thread--triggers--> Conversation & Email NLP workflowEmail_Thread--triggers--> Deal Intelligence & Scoring workflow (ghost risk detection)Calendar_Event--triggers--> Deal Intelligence & Scoring workflow (meeting cadence analysis)Digital_Engagement--triggers--> Renewal & Expansion Prediction workflow (trial activity)
Domain 5: Product & Subscription¶
System: Product Platform + BSS | Standard: ASC 606
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Product_Catalog |
Master product and pricing catalog | medium | Product_ID, Name, Category, Type (Subscription/Usage/Professional_Services/Hardware), List_Price, Billing_Frequency (Monthly/Annual/Usage_Based) |
Subscription |
Active subscription record with usage and adoption metrics | high | Sub_ID, Account_ID, Product_ID, ARR, Start_Date, End_Date, Billing_Schedule, Status (Active/Cancelled/Paused), Auto_Renew, Usage_Pct, Feature_Adoption_Score |
Product_Usage |
Product and feature-level usage telemetry | medium | Account_ID, Product_ID, Feature, MAU, DAU, Usage_Trend (Growing/Stable/Declining), Last_Login, API_Calls, Storage_Used |
Key Relationships:
Subscription--triggers--> Renewal & Expansion Prediction workflowProduct_Usage--triggers--> Renewal & Expansion Prediction workflow (usage decline detection)Product_Catalog--constrained_by--> ASC 606 performance obligation rulesOpportunity_Line_Item--depends_on-->Product_CatalogSubscription--depends_on-->Account_ProfileandProduct_Catalog
Domain 6: Contract & Legal¶
System: Document Management + CLM | Standard: ASC 606
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Contract_Record |
Contract master with NLP-extracted terms | high | Contract_ID, Account_ID, Opp_ID, Type (MSA/Order_Form/SOW/Amendment/Renewal), Total_Value, Start_Date, End_Date, Auto_Renew, Performance_Obligations (array), Payment_Terms, Ramp_Schedule, Termination_Clause, Status (Draft/In_Review/Executed/Expired), Extraction_Confidence |
Quote |
CPQ-generated quote with approval workflow | medium | Quote_ID, Opp_ID, Version, Total_Amount, Discount_Pct, Approval_Status, Expiry_Date, CPQ_Generated |
Key Relationships:
Contract_Record--triggers--> Quote-to-Cash Orchestration workflow (on execution)Contract_Record--triggers--> Revenue Leakage Detection workflow (billing reconciliation)Contract_Record--constrained_by--> ASC 606 performance obligation identificationQuote--depends_on-->Deal_OpportunityandProduct_Catalog
Domain 7: Revenue & Finance¶
System: Oracle ERP/Finance | Standard: ASC 606
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Revenue_Schedule |
ASC 606 revenue recognition schedule | high | Schedule_ID, Contract_ID, Account_ID, Product_ID, Recognition_Method (Over_Time/Point_in_Time), Recognition_Start, Recognition_End, Monthly_Amount, Total_Amount, Status (Scheduled/Recognized/Deferred) |
AR_Invoice |
Accounts receivable invoice | high | Invoice_ID, Account_ID, Contract_ID, Amount, Due_Date, Status (Open/Paid/Overdue/Disputed), Aging_Bucket (Current/30/60/90/90_Plus) |
Payment |
Payment received against invoice | medium | Payment_ID, Invoice_ID, Amount, Date, Method, Applied_Flag |
Billing_Schedule |
Contract billing cadence and amounts | medium | Schedule_ID, Contract_ID, Billing_Date, Amount, Status |
Key Relationships:
Revenue_Schedule--constrained_by--> ASC 606 recognition rulesRevenue_Schedule--triggers--> Revenue Leakage Detection workflow (schedule vs actuals)AR_Invoice--triggers--> Revenue Leakage Detection workflow (billing vs collections)Payment--depends_on-->AR_InvoiceBilling_Schedule--depends_on-->Contract_Record
Domain 8: Pipeline & Forecast¶
System: Salesforce CRM + Internal | Standard: MEDDPICC
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Pipeline_Snapshot |
Weekly point-in-time pipeline snapshot for trend analysis | high | Snapshot_ID, Date, Segment, Stage, Deal_Count, Total_Amount, Weighted_Amount, Coverage_Ratio, created weekly |
Deal_Velocity |
Stage-level velocity and slip risk metrics per deal | medium | Opp_ID, Stage, Days_in_Stage, Conversion_Probability, Predicted_Close_Date, Slip_Risk_Score (0-100) |
Forecast_Submission |
Rep-level forecast with AI comparison | medium | Submission_ID, Rep_ID, Period, Commit_Amount, Best_Case_Amount, Pipeline_Amount, Submission_Date, AI_Forecast_Amount, Variance_Pct |
Renewal_Record |
Upcoming renewal with predicted outcome | high | Renewal_ID, Account_ID, Sub_ID, Renewal_Date, Current_ARR, Predicted_Outcome (Renew/Expand/Flat/Downsell/Churn), Probability, Risk_Drivers (array) |
Key Relationships:
Pipeline_Snapshot--triggers--> Pipeline Risk Assessment workflow (weekly generation)Deal_Velocity--triggers--> Pipeline Risk Assessment workflow (stage inflation detection)Forecast_Submission--triggers--> Pipeline Risk Assessment workflow (variance reporting)Renewal_Record--triggers--> Renewal & Expansion Prediction workflowRenewal_Record--depends_on-->SubscriptionandAccount_Profile
Domain 9: Compensation & Commission¶
System: Oracle Finance + CRM
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Commission_Record |
Individual commission payout per closed deal | high | Commission_ID, Rep_ID, Opp_ID, Booking_Amount, Commission_Rate, Commission_Amount, Status (Pending/Approved/Paid/Disputed), Period |
Quota |
Rep-level quota and attainment tracking | medium | Quota_ID, Rep_ID, Period, Target_Amount, Attainment_Pct, Accelerator_Threshold |
Comp_Plan |
Compensation plan structure and components | low | Plan_ID, Name, Components (array: Base/Variable/Accelerator/SPIF), Effective_Date |
Key Relationships:
Commission_Record--triggers--> Commission & Compensation workflow (on deal close)Commission_Record--depends_on-->Deal_OpportunityandComp_PlanQuota--constrained_by-->Comp_Plan(accelerator thresholds)Commission_Record--syncs_to--> Oracle Finance (payout reconciliation)
Domain 10: Market & Competitive Intelligence¶
System: External + Salesforce
| Table | Semantic | Risk | Key Fields |
|---|---|---|---|
Competitive_Signal |
Competitor activity detected across deal touchpoints | high | Signal_ID, Competitor, Opp_ID, Source (Call/Email/Intent/Web), Signal_Type (Mention/Evaluation/Shortlist/Win/Loss), Detection_Date, Threat_Score (0-100) |
Intent_Data |
Third-party buyer intent signals | medium | Account_ID, Topic, Intent_Score, Source (Bombora/6sense/G2), Date |
Win_Loss_Record |
Post-deal outcome analysis record | medium | Record_ID, Opp_ID, Outcome (Won/Lost), Primary_Reason, Competitor_Won, Feedback_Source (Rep/Buyer/Third_Party) |
Key Relationships:
Competitive_Signal--triggers--> Competitive Win/Loss Analysis workflowCompetitive_Signal--triggers--> Deal Intelligence & Scoring workflow (threat scoring)Intent_Data--triggers--> Deal Intelligence & Scoring workflow (account prioritization)Win_Loss_Record--triggers--> Competitive Win/Loss Analysis workflow (pattern detection)- All ingested via call NLP, email NLP, and third-party intent integrations