--- id: ACTORS-CRM title: CRM Actors product_area: crm revision: 2 status: draft product_intent: proposed source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f actors: - id: ACT-CRM-001 name: CRM Editor who: A staff member maintains contacts and organizations. goals: - Keep records useful can_broadly: - Create and update records represented_by: - crm.contacts.create - crm.contacts.update - crm.organizations.create - crm.organizations.update surfaces: - console - api - id: ACT-CRM-002 name: CRM Reader who: A staff member reads records without authority to change them. goals: - Find people and organizations can_broadly: - Read records and permitted history represented_by: - crm.contacts.read - crm.organizations.read - crm.contacts.history - crm.organizations.history surfaces: - console - api - id: ACT-CRM-003 name: CRM Administrator who: 'A staff member administers CRM classifications, regional configuration and record safeguards.' goals: - Maintain workspace configuration - Maintain geographic grouping and assignment policy can_broadly: - 'Manage types, archive records and control locks' - Manage regions and apply regional policy to existing records represented_by: - crm.contacts.delete - crm.contacts.archive - crm.contacts.lock - crm.contacts.unlock - crm.organizations.delete - crm.organizations.archive - crm.contact-roles.update - crm.contact-types.update - crm.affiliation-types.update - crm.address-types.update - crm.phone-number-types.update - crm.organization-types.update - crm.regions.read - crm.regions.create - crm.regions.update - crm.regions.delete - crm.regions.bulk - crm.regions.recalculate surfaces: - console - api - id: ACT-CRM-004 name: Data Importer who: An authorized integration imports CRM records through data jobs. goals: - Bring external records into CRM can_broadly: - Submit bulk record work represented_by: - crm.contacts.bulk - crm.organizations.bulk surfaces: - job - api - id: ACT-CRM-005 name: CRM System who: Rhythm maintains related records and evaluates organization compliance. goals: - Keep related records consistent can_broadly: - 'Reconcile affiliations, roles and compliance' represented_by: - system (service execution; no independent user permission key) surfaces: - job - api - id: ACT-CRM-006 name: Task Contributor who: A staff member manages assigned work and reserves available queue or role-offered tasks. goals: - Complete personal and shared work with clear responsibility can_broadly: - 'Reserve shared work, return it and make closing decisions' represented_by: - crm.tasks.read - crm.tasks.update - crm.task_queue_operations (responsibility) surfaces: - console - api status: draft product_intent: proposed provenance: observed source: services-crm:modules/tasks/aws/api/tasks.routes.ts:tasksRoutes source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f - id: ACT-CRM-007 name: Workflow Action Engine who: A registered service delegates application work through CRM task creation and state-changing actions. goals: - Create one task per workflow creation step and apply later actions according to state can_broadly: - 'Delegate work to users or roles and update its due day or closing state' represented_by: - trusted service invocation (crm-tasks-service-invoke; catalogued task keys are not user-authority checks) surfaces: - api - job status: draft product_intent: proposed provenance: observed source: services-crm:modules/tasks/aws/api/tasks-service.routes.ts:tasksServiceRoutes source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 - id: ACT-CRM-008 name: Duplicate Review Staff who: A staff member assesses suggested pairs and records whether the identities are different or the same. goals: - Resolve questionable duplicate identities can_broadly: - 'Inspect suggestions, dismiss false matches, restore review and confirm known duplicates' represented_by: - crm.duplicates.read - crm.duplicates.review surfaces: - console - api source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f - id: ACT-CRM-009 name: Record Quality Administrator who: >- An administrator controls duplicate configuration and prepares and executes contact or organization combinations. goals: - Combine repeated identities with reviewable attribution can_broadly: - >- Manage matching settings and re-checks, review previews, execute combinations, inspect outcomes and explain authorized creation exceptions represented_by: - crm.duplicates.configure - crm.contacts.merge - crm.organizations.merge - crm.merges.read - crm.contacts.create-despite-duplicate-block - crm.organizations.create-despite-duplicate-block surfaces: - console - api source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f - id: ACT-CRM-010 name: Portal Registrant who: A person registering through Platform can respond to existing-contact suggestions supplied by CRM. goals: - Connect registration to the appropriate existing person can_broadly: - Accept or reject suggested contacts during registration represented_by: - Platform portal sign-up (no CRM permission key) surfaces: - portal source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f evidence: - 'services-crm at 7ea48a414c42eade10d60753b8bcc323b1dd726f: aws/crm.service.ts permission catalogue.' - >- services-crm:aws/crm.service.ts:RegionsPermissions; regional administrator extension examined at the pinned regional source. --- # CRM Actors CRM readers find information, editors maintain records, and administrators manage classifications and protections. Integrations submit bulk work; Rhythm performs the related updates that saves and scheduled processing require. The actor groups describe responsibilities. Their permission keys identify the authority used by each workflow.