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field guide / candidate

Account dossiers

Proposal-only, source-bound procedure for Wick to assemble, verify, maintain, and hand off account dossiers using the related World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology jobs. It preserves provenance, separates evidence from interpretation, and holds external publication, provider, customer, and send effects for human review.

Status: candidateLifecycle: candidate

Record status

Record ID
field-guide:account-dossiers
Parent lifecycle
candidate
Page lane
catalog overview
Lane lifecycle
candidate
Owner
Wick
Owner role
Not separately recorded
Owner status
Not separately recorded
Qualification result
NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Purpose and audience

Proposal-only, source-bound procedure for Wick to assemble, verify, maintain, and hand off account dossiers using the related World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology jobs. It preserves provenance, separates evidence from interpretation, and holds external publication, provider, customer, and send effects for human review.

  • Wick
  • researchers
  • outreach operators
  • message reviewers
  • response triage reviewers
  • campaign chronology reviewers
  • human approvers

Required or proposed record references

The list defines expected record classes. It does not assert that any instance exists.

  • Account dossier record with canonical ID, owner Wick, lifecycle, provenance, source locators, source SHA-256 when available, revision, tags, links, and attachments
  • Source-labelled research notes
  • Local file references for supporting material
  • Linked records for World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology
  • To-do records for research, review, and follow-up deadlines
  • Draft message records with recipient and source context
  • Approval record for any proposed decision or external communication
  • Agent log receipt recording authority, evidence, current state, and held effects

Route contract

The links below are this site's admitted canonical public records. Source-lane route suggestions are proposals only and are not represented as live or canonical until separately admitted.

01overview/docs/field-guides/account-dossiers/02prerequisites/docs/field-guides/account-dossiers/prerequisites/03steps/docs/field-guides/account-dossiers/steps/04tools/docs/field-guides/account-dossiers/tools/05forms/docs/field-guides/account-dossiers/forms/06examples/docs/field-guides/account-dossiers/examples/07related jobs/docs/field-guides/account-dossiers/related-jobs/08qualification/docs/field-guides/account-dossiers/qualification/

Public claim boundary

Allowed items below are source-lane proposals, not verified current-state claims.

Candidate claims allowed after source review

  • This is a proposal-only field guide for preparing source-bound account dossiers.
  • The guide uses the observed Guth routes and native record concepts as bounded local workflow surfaces.
  • Wick is the proposed owner agent for the dossier workflow, based on the supplied source record.
  • The related jobs are World-post research, Outreach dossiers, Message drafts, Response triage, and Campaign chronology.
  • The workflow preserves source locators, provenance, revisions, linked records, local deadlines, and human review.

Claims held

  • Any claim that an account exists in a connected customer system.
  • Any claim that research, outreach, a message, or a campaign was published, delivered, or sent.
  • Any claim of provider connection, credential use, database authority, customer indexing, or production state.
  • Any claim that a recipient viewed, opened, replied to, or qualified through this workflow.
  • Any claim that an account dossier is complete or approved without the recorded human review and acceptance tests.
  • Any live metric, external chronology, or deadline effect not present in the supplied source records.

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

  • source_record:field-guide:account-dossiers
  • agents/index.html#wick
  • Observed native contract: project_and_field_guide_collections
  • Observed native contract: deadlines
  • Observed native contract: records
  • Observed native contract: pointguard
  • App route: /app/pointguard/
  • App route: /app/notebook/field-guides/
  • App route: /app/notebook/notes/
  • App route: /app/notebook/files/
  • App route: /app/notebook/projects/
  • App route: /app/notebook/to-dos/
  • App route: /app/notebook/messages/
  • App route: /app/notebook/approvals/
  • App route: /app/notebook/search/
  • App route: /app/notebook/agent-logs/
  • Allowed instrument: date-duration-calculator
  • Allowed instrument: countdown-days-until-timer
  • OBSERVED_NATIVE_CONTRACT.project_and_field_guide_collections
  • OBSERVED_NATIVE_CONTRACT.records
  • OBSERVED_NATIVE_CONTRACT.pointguard
  • APP_ROUTES:/app/pointguard/
  • APP_ROUTES:/app/notebook/notes/
  • APP_ROUTES:/app/notebook/files/
  • APP_ROUTES:/app/notebook/projects/
  • APP_ROUTES:/app/notebook/messages/
  • APP_ROUTES:/app/notebook/approvals/
  • APP_ROUTES:/app/notebook/search/
  • APP_ROUTES:/app/notebook/agent-logs/
  • source record: field-guide:account-dossiers