assemble-the-account-read

# Assemble the account read ## What it does Reads an account into one document: what it wants, what is going on inside it, and what nothing answered. Every line names where it came from and the date that value was current, and the read is issued at a version with a date to take it again. ## Where it happens The agent does this in eight activities across one reference process. Each one names the activity as that process words it. - **Assemble the Account Read** - `ref/sls/research-an-account`, activity 12 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Issue the Read at a Version** - `ref/sls/research-an-account`, activity 14 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Mark What Is Unknown** - `ref/sls/research-an-account`, activity 11 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Review the Read with the Owner** - `ref/sls/research-an-account`, activity 13 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Set the Refresh Date** - `ref/sls/research-an-account`, activity 15 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Set the Research Questions** - `ref/sls/research-an-account`, activity 2 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Take in the Account** - `ref/sls/research-an-account`, activity 1 - [Research an Account](../../../../processes/sales/research-an-account.md) - **Work out What the Account Wants** - `ref/sls/research-an-account`, activity 6 - [Research an Account](../../../../processes/sales/research-an-account.md) ## What to record The account read at a version, every line naming the system or document it came from and the date that value was current, with the questions nothing answered left standing as unknown. The plan at a version: each opportunity with the evidence for it and against it, its buyer or the note that it has none, its size in a confidence band, the order and what each step depends on the one before it delivering, the assumptions written as testable statements, the risks and what the plan does about each, the moves with their owners and dates, and the asks naming who had to agree. The signed version names both signers and the date. At review, each plan is scored against what it said when it was signed, and every decision records who made it, on what evidence, and anyone who disagreed. That contract covers every activity this abstract agent takes on, and it is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract agent does not do is in `com.agentcatalog.agent/NOT.md`.