Every claim, back to the moment it was said.

Traceability links every requirement, decision, and Agent output to its source in the transcript, the email, or the Slack thread, then follows it forward to what was actually built in the client’s system.

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Follow every requirement from source to system.

SourcesSolution design v2Fairbanks Foods · Hale & Whitmore · v2

1. Approval routing

Fairbanks asked to keep quote approval at two levels, not three. That matches the routing agreed in the statement of work, and finance confirmed the thresholds in the delivery channel ahead of UAT.

2. Discount thresholds

Quotes above 10% route to Deal Desk. Quotes above 15% then route to VP Sales. No third approval step is configured.

3. Open items

Owner for the approval email template. Remaining test accounts for UAT.

CPQ design reviewSep 9

PPriya M.22:31

Do we want a third approver on the bigger quotes, or does Deal Desk and VP Sales cover it?

MMarcus K.22:40

Let’s keep the quote approval at two levels, not three.

Open meeting

Statement of work

#fairbanks-delivery

Find where a requirement came from
A client asks for two-level quote approval on the design review. Every line written from it points back to that moment: who said it, and the exact words at 22:40.
SourcesSolution design v2Fairbanks Foods · Hale & Whitmore · v2
1. Approval routing
Fairbanks asked to keep quote approval at two levels, not three. That matches the routing agreed in the statement of work, and finance confirmed the thresholds in the delivery channel ahead of UAT.
2. Discount thresholds
Quotes above 10% route to Deal Desk. Quotes above 15% then route to VP Sales. No third approval step is configured.
3. Open items
Owner for the approval email template. Remaining test accounts for UAT.
CPQ design reviewSep 9
PPriya M.22:31
Do we want a third approver on the bigger quotes, or does Deal Desk and VP Sales cover it?
MMarcus K.22:40
Let’s keep the quote approval at two levels, not three.
Open meeting
Statement of work
#fairbanks-delivery
Gather requirements into a plan
The ask becomes a requirement in the plan with its sources attached. Rest on any requirement and its sources are there: the call, the document, the channel.
REQ-012Quotes above 10% route to Deal DeskRequirement
REQ-014Quote approval stays at two levelsRequirement
REQ-015Approval email goes to the quote ownerRequirement
REQ-018SSO through Okta before go-liveRequirement
Follow it into the client’s system
The approval chain is configured in the client’s Salesforce. Traceability reads the instance and links the configuration back to the requirement it fulfils.
fairbanks-salesforce
Discount_Approval runs two steps: Deal_Desk_Review, then VP_Sales_Approval.
Fulfils REQ-014
Check it against what was agreed
The client’s Salesforce is read and written up against the requirement. When what was built differs from what was agreed, it is a risk in the plan the week it happens, not a finding at UAT.
fairbanks-salesforceRead 2h ago
Discount_Approval now runs Deal_Desk_Review, then Regional_VP_Approval. REQ-014 names VP Sales as the second approver, and no third step.
RISK-07Second approver built as Regional VPRisk

Nothing the Agent says is unsourced.

Two levels. Marcus asked to keep it at two, not three, on the design review.
CPQ design review· 22:40
Cited to the second
Every claim points to the timestamp, message, or page it came from.
Sources
- KickoffAug 21
- Re: SSO scope for go-liveAug 26
- #fairbanks-deliverySep 10
- Statement of workAug 14
Across every channel
Calls, email, Slack, tickets, and documents, in one record.
Activity
1. Delivery lead approved Change Order 032h
2. Agent linked 2 meetings1d
3. Solution architect set the priority to High3d
Every action logged
What was read, written, and approved, kept with the engagement.

Open any claim and read the moment it came from.

A cited passage in a document opens to the transcript, the message, or the page behind it. The judgment is yours; the evidence is one click away.

Change Order 03.docx70%2h

Change Order 03Fairbanks Foods · Hale & Whitmore Consulting · Draft

1. Background

Fairbanks asked that discounts over 15% route to the regional VP. The statement of work scopes approval at two levels, Deal Desk and then VP Sales, so this is a change to the agreed design. Finance confirmed the new threshold on Sep 12 and asked for it before UAT.

2. Scope change

Add a Regional VP approval step for Opportunity discounts above 15%, ahead of Deal Desk, and one approval field on the quote. Existing quotes are not affected.

3. Commercial terms

Twelve additional hours at the blended rate, invoiced with the October milestone. No change to the UAT start date.

Weekly syncSep 12Anything over fifteen percent should go to the regional VP

Marcus Kline14:18

We can’t have AEs approving anything over fifteen. Finance pushed back hard on that last quarter.

Priya Malhotra14:32

Anything over fifteen percent should go to the regional VP, not the AE. That’s a hard line for finance.

Jordan O’Neal14:41

Understood. That is outside what we scoped, so I’ll write it up as a change order.

Open meeting

Statement of workAug 14Approval at two levels: Deal Desk, then VP Sales

4.2 Approval routing

Quotes with a discount above 10% route to Deal Desk. Quotes above 15% then route to VP Sales. There is no third approval step.

Open document

#fairbanks-deliverySep 12Confirmed with finance this afternoon

Marcus KlineSep 12 · 3:05 PM

Confirmed with finance this afternoon: anything over 15% goes to the regional VP. Can we get that in before UAT?

Open in Slack

Every claim, back to the moment it was said.

Follow every requirement from source to system.

Find where a requirement came from

Gather requirements into a plan

Follow it into the client’s system

Check it against what was agreed

Nothing the Agent says is unsourced.

Cited to the second

Across every channel

Every action logged

Open any claim and read the moment it came from.

See one engagement traced end to end

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