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Relationship and Trust Intelligence

Relationship & Trust — Accounts

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Navigation: Intelligence → Relationship & Trust → Accounts
Primary audience: account, sales, delivery, project, and executive roles with account permission

Purpose

Accounts compares relationship evidence across the customer portfolio. It identifies explicit unresolved concern, escalation, recovery, engagement gaps, and accounts needing coordinated customer action.

Scope controls and indicators

Period sets the evidence window. Account filters the portfolio. Trend selects Improving, Stable, Watching, Declining, Recovering, or Escalated. Owner filters account responsibility.

Accounts Monitored shows scope. Stable / Improving counts healthier trajectories. Explicit Concern counts accounts with unresolved observable statements. Escalated shows accounts whose configured escalation condition has been met and reviewed.

Account relationship portfolio

Each row shows account, observed trend, material signal, owner, last meaningful interaction, unresolved concern count, open corrective plan, active project or opportunity context, and next checkpoint. Compare Accounts opens selected records side by side.

Selected account

The detail panel shows current trend, key stakeholder engagement, strongest positive and negative evidence, active corrective action, project or opportunity context, and next expected event. Open account continues to the account-level evidence timeline.

Supporting analysis

Account signal mix shows concern, discrepancy, escalation, recovery, and follow-through. Unresolved concern aging exposes stale issues. Account relationship actions lists response, recovery-plan, checkpoint, and executive-intervention work.

Actions

  • Open or compare accounts.
  • Start or update a recovery plan.
  • Respond to or assign an explicit concern.
  • Schedule a checkpoint.
  • Open related project, commercial, stakeholder, or evidence records.
  • Export a permission-aware portfolio brief.

Prioritize escalated or declining accounts with material delivery or commercial exposure. Review the literal concern and prior response, then coordinate one plan across account, delivery, and sales owners to avoid conflicting outreach.

Relationship Overview, Corrective Actions, Commercial Accounts, and Project Portfolio.