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test-what-a-partner-claims

Reads what a partner brought against the standard the partner process sets. Use it when running `ref/prt/register-a-deal` and `ref/prt/resolve-a-channel-conflict`.

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jeffrschneider/agentcatalog
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2026년 8월 22일 14:12
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name
test-what-a-partner-claims
description
Reads what a partner brought against the standard the partner process sets. Use it when running `ref/prt/register-a-deal` and `ref/prt/resolve-a-channel-conflict`.
license
CC-BY-4.0
metadata
{"agent":"deal-inspector","agent-version":"1"}
# Test what a partner claims ## What it does Reads what a partner brought against the standard the partner process sets. Where two parties claim the same customer, it tests who actually brought them, against the evidence each side registered and the date it was registered. ## Where it happens The agent does this in two activities across two reference processes. Each one names the activity as that process words it. - **Read What the Partner Brought** - `ref/prt/register-a-deal`, activity 7 - [Register a Deal](../../../../processes/partners/register-a-deal.md) - **Test Who Brought the Customer** - `ref/prt/resolve-a-channel-conflict`, activity 7 - [Resolve a Channel Conflict](../../../../processes/partners/resolve-a-channel-conflict.md) ## What to record Per inspection: the deal record with every change to stage, amount and date carrying its author. The buying group, each named person marked met or unmet. What the customer said, dated and quoted, and every place the record holds nothing. The budget, the approver, and whether the money is committed elsewhere. Who else is in it and what would have to be true to win. Every remaining step with its owner and the time it takes, and whether they fit before the close date or by how much they miss. Every claim marked evidenced, asserted or absent, with the record and the date behind each evidenced one. The one or two things that decide the deal. The owner's answers as given, the actions with owners and dates, and the category with who set it and their reason. Per loss: the signal, who confirmed the decision, the loss date, the buyer's own words kept beside one reason code, the winner or the decision to do nothing, any contradiction between the stated reason and the record, and the follow-up date with what would have to change. 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`.
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