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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 workflow
  • Deal_Opportunity --triggers--> Pipeline Risk Assessment workflow
  • Deal_Opportunity --constrained_by--> MEDDPICC scoring methodology
  • Stage_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 workflow
  • Account_Profile --constrained_by--> ICP scoring model
  • Stakeholder_Map --triggers--> Deal Intelligence & Scoring workflow (buyer coverage gaps)
  • Contact --depends_on--> Account_Profile
  • Stakeholder_Map --depends_on--> Deal_Opportunity and Contact

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 workflow
  • Conversation_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 workflow
  • Email_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 workflow
  • Product_Usage --triggers--> Renewal & Expansion Prediction workflow (usage decline detection)
  • Product_Catalog --constrained_by--> ASC 606 performance obligation rules
  • Opportunity_Line_Item --depends_on--> Product_Catalog
  • Subscription --depends_on--> Account_Profile and Product_Catalog

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 identification
  • Quote --depends_on--> Deal_Opportunity and Product_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 rules
  • Revenue_Schedule --triggers--> Revenue Leakage Detection workflow (schedule vs actuals)
  • AR_Invoice --triggers--> Revenue Leakage Detection workflow (billing vs collections)
  • Payment --depends_on--> AR_Invoice
  • Billing_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 workflow
  • Renewal_Record --depends_on--> Subscription and Account_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_Opportunity and Comp_Plan
  • Quota --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 workflow
  • Competitive_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

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