Relationship and Trust Intelligence

Relationship & Trust — Observed Signals

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Navigation: Intelligence → Relationship & Trust → Observed Signals
Primary audience: account, project, delivery, sales, and authorized review roles

Purpose

Observed Signals is the evidence-level stream for explicit concern, disagreement, escalation, recovery, acknowledgement, follow-through, and positive collaboration. It lets users verify what was actually said or written before relationship conclusions are used.

Scope controls and indicators

Period limits observation date. Signal Type selects the observable category. Account narrows customer scope. State selects open, confirmed, disputed, linked, addressed, or resolved.

Headline counts show total signals, concerns, discrepancies, escalations, recoveries, or other configured categories under the active filters.

Relationship evidence stream

Each event shows date and time, account, source, signal type, concise statement, severity, confidence, lifecycle state, and affected business objects. Selecting an item opens the literal source context.

Selected observable evidence

The evidence panel shows the exact excerpt, speaker or author where permitted, source, surrounding context, classification, severity, confidence, customer role, affected objects, and current review state. It exposes alternative interpretations and corroborating sources when available.

Supporting analysis

Signal corroboration distinguishes multiple sources, meeting-only, email-only, and human-confirmed evidence. Affected business objects shows projects, opportunities, scope changes, commitments, and recovery plans connected to the signal. Signal actions provides confirmation, linking, and follow-up.

Actions

Confirm, edit, dispute, or dismiss a signal.
Open literal evidence and surrounding context.
Link or unlink an affected object.
Create a concern, escalation, corrective action, or watch condition.
Assign an owner and next checkpoint.

Recommended procedure

Read the entire relevant exchange, not only the highlighted sentence. Verify the account and speaker, separate a delivery fact from a relationship signal, and record the narrowest defensible classification. Escalate only according to the actual evidence and business impact.

Safeguards

The system analyzes observable language and events. It does not infer the customer's private emotion, honesty, personality, or future intent. Confidence is classification support, not relationship certainty.

Relationship Overview, Corrective Actions, and Meeting Audio & Transcript.