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Commercial Intelligence

Commercial Intelligence

On this page

Accounts, opportunities, stakeholders, signals, objections, health, forecast, and CRM comparison. This package has its own data model, workflows and interface contributions. Its documentation applies wherever the package is installed, not only to one industry solution.

Overview

Package: BND-COMMERCIAL · Type: Business capability · Documentation: 1.0

Marketplace listing · Technical reference

The package supplies evidence-based intelligence; the connected CRM remains authoritative for its commercial records unless an approved change is synchronized.

User guide

  1. Inspect buying signals and objections linked to accounts, opportunities and source passages.
  2. Check evidence-adjusted opportunity health against the CRM record and resolve contradictions.
  3. Prepare a follow-up or CRM change as a reviewable draft; do not treat inferred interest as a customer commitment.

Screens owned by this package

Contributions to other screens

Configuration

SettingPurpose and behavior
Opportunity stagesMap the organization's commercial stages and CRM identifiers.
Signal taxonomyDefine buying signals, objections, cross-sell fit and loss-risk criteria.
Forecast evidenceSet evidence freshness, authority and review requirements for forecast changes.

Configuration changes are versioned overlays. Preview the changed permissions, schemas, workflow bindings and interface contributions in Development; qualify them in Testing and Staging before authorized Production promotion. A business administrator configures permitted solution settings; platform deployment authority is separate.

Technical reference

The implementation reference identifies DM-COMMERCIAL, WFP-COMMERCIAL-INTELLIGENCE, 1 owned agent, interface contributions, policies and evaluation profiles. Shared platform services execute these definitions; they do not hard-code this package's business meaning.

Compatibility and dependencies

Other compatible packages can consume its declared capabilities without changing ownership.

Dependencies declare compatible ranges; the installation resolver records exact signed versions and digests in the environment lock. This documentation's version is not an installed-package version. Before updating or removing the package, inspect dependent workflows, records, interface slots and retained artifacts. Never delete referenced evidence or silently remove a required capability.

Extensions and enrichment

Add sector knowledge, product-fit classifications and objection playbooks through a commercial enrichment package.

Extensions declare their own package identity, dependencies, provided capabilities and evaluation evidence. They preserve the publisher's original package and are qualified with the complete resolved composition. See the developer extension guide.

Versions and upgrades

The documentation describes the current 1.x solution composition and the package's declared capabilities. The exact installed package, model, prompt and schema versions are shown in the environment lock and run provenance; no historical release sequence is implied.

  1. Compare release manifests, permission changes and migrations against the current lock.
  2. Test package behavior and affected dependent workflows with representative, authorized evidence.
  3. Promote the signed release after approval and record the resulting lock.
  4. Roll back only when schema/data compatibility and retained artifacts permit it. Irreversible migrations require a tested recovery or forward-fix plan; completed external actions require compensation, not a software rollback.

Used in solutions

Technology Consulting & Delivery includes this package as default active. That activation rule belongs to this solution; it does not make every business capability mandatory for every Telynt deployment.