Reconcile MedBridge Sales Ops CRM tasks (B2B medical wholesale + implementation-services) against the remote Sales Ops API and emit the account-ready JSON answer. Covers QUOTE decision packages (EXW pricing, freight options, route risk, recommended mode, payment terms) and milestone RECONCILIATION packages (invoice/payment state, outstanding balance, revenue-recognition coverage, CRM follow-up routing, event/voucher linkage). Use whenever a task references MedBridge, quotes like Q-TR-*, RFQ-TR-*, opportunities like OPP-TR-*, milestones MS1/MS2/MS3, freight-quotes, revenue-journals, or the shared Sales Ops API base URL.
SCN_003 CRM support-operations solver. Resolve ticket batches (fixed-line diagnostics + gates), mobile contact-center triage, and enterprise export-complaint response packages against the shared support-console API. Apply exact metric thresholds, gate order, root-cause->team map, mobile action decision tree, and enterprise package derivation rules.
SCN_003 CRM support-console analyst. Resolve same-day ticket batches, mobile triage queues, mobile-data recovery worklists, and enterprise export-complaint response packages by querying the shared support-console API and applying fixed diagnostic thresholds, gating order, root-cause routing, and per-family decision trees.
Resolve CRM support-console tasks (SCN_003) โ ticket-batch classification, mobile-data triage, and enterprise export-complaint response packages โ against a remote support-console API. Use when a task asks to classify service tickets / queue snapshots, triage mobile data cases, or build an enterprise export-failure response package and references a support console API.
Resolve SCN_003 CRM support-console tasks: ticket-batch resolution, mobile contact-center triage, and enterprise export-complaint response packages. Drive the remote console API, apply diagnostic floors + gating order, and emit the per-family JSON answer.
Solve ApexCloud Retention Operations analytics tasks against the remote Retention Operations API. Encode and reproduce the exact business rules, data-hygiene conventions, policy codes, ranking/precision rules, churn-model spec, and per-archetype output schemas. Use for any CRM retention task (renewal risk queue / save plan, QBR metrics packet, receivables + pipeline operations digest, churn model validation + outreach ranking, high-touch retention action board / watchlist).
ApexCloud Retention Operations โ reusable rules and verified conventions for producing renewal-risk, QBR, receivables/pipeline, churn-model, and retention-board answers from the data API.
Solve private-wealth-advisory structured planning tasks (Roth/RMD, ILIT/Crummey, GRAT/CRAT, estate-liquidity) against a remote advisory API with conflicting source documents. Produce exact JSON conforming to each task's answer template.