---
id: FAS-CRM-ENT-01
title: Contact Records acceptance
feature: FEAT-CRM-ENT-01
product_area: crm
module: entities
revision: 1
status: proposed
product_intent: proposed
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
capabilities:
  - CAP-CRM-ENT-001
  - CAP-CRM-ENT-003
  - CAP-CRM-ENT-008
scenarios:
  - id: FAS-CRM-ENT-01-01
    title: Establish and inspect a complete member
    kind: behaviour
    exercises:
      - CAP-CRM-ENT-001
      - CAP-CRM-ENT-003
      - CAP-CRM-ENT-008
    relies_on:
      - ATS-CRM-ENT-001-15
      - ATS-CRM-ENT-008-04
      - ATS-CRM-ENT-003-10
    preconditions: >-
      A coordinator has an active member classification and readable member-date
      and dues definitions.
    steps: >-
      Create a member with name components, contact points, a member date and
      dues; open the saved record and read it through the API.
    expected: >-
      The opened record and API agree on the person, saved contact points and
      custom values; creation produces one identity and a server-assigned
      number.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to:
      - TST-CRM-ENT-201
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0001.spec.ts#CRM-ACC-0001
    action_evidence:
      provenance: test
      source: >-
        react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0001.spec.ts#CRM-ACC-0001
    assertion_evidence:
      provenance: test
      source: >-
        react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0001.spec.ts#CRM-ACC-0001
    binding_scope: >-
      The suite asserts the actions and outcomes described by this feature
      scenario; registration records source inspection, not an execution result.
    test_anchors:
      - >-
        react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0001.spec.ts#CRM-ACC-0001
  - id: FAS-CRM-ENT-01-02
    title: An invalid required value leaves no searchable member
    kind: interaction
    exercises:
      - CAP-CRM-ENT-001
      - CAP-CRM-ENT-003
      - CAP-CRM-ENT-008
    relies_on:
      - ATS-CRM-ENT-001-09
      - ATS-CRM-ENT-008-04
      - ATS-CRM-ENT-003-02
    preconditions: >-
      A contact definition requires a member-date value and a distinctive name
      is unused.
    steps: >-
      Attempt creation without the required value; search for the name; correct
      the request and search again.
    expected: >-
      The refused attempt leaves no matching person; the corrected attempt
      yields one readable person with the supplied custom value.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
  - id: FAS-CRM-ENT-01-03
    title: Retain custom information while a person leaves ordinary discovery
    kind: lifecycle
    exercises:
      - CAP-CRM-ENT-001
      - CAP-CRM-ENT-003
      - CAP-CRM-ENT-008
      - CAP-CRM-ENT-013
    relies_on:
      - ATS-CRM-ENT-001-15
      - ATS-CRM-ENT-008-01
      - ATS-CRM-ENT-013-06
    preconditions: >-
      A complete member has populated custom values and archive authority is
      available.
    steps: >-
      Archive the member, inspect it explicitly, restore it and reopen ordinary
      discovery.
    expected: >-
      The same identity and custom values survive; discovery follows the
      lifecycle changes.
    negative: false
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md
  - id: FAS-CRM-ENT-01-04
    title: A contacts-only reader opens a complete member
    kind: permission
    exercises:
      - CAP-CRM-ENT-003
      - CAP-CRM-ENT-008
      - CAP-CRM-ENT-009
    relies_on:
      - ATS-CRM-ENT-003-10
      - ATS-CRM-ENT-008-01
      - ATS-CRM-ENT-009-15
    preconditions: >-
      A member has readable custom information and a current organization
      affiliation; the reader has no organization write authority.
    steps: >-
      Open the person and its custom-value map, inspect the named affiliation,
      and attempt a forbidden correction.
    expected: >-
      Permitted person information remains readable, affiliation context is
      visible and the refused correction changes nothing.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
  - id: FAS-CRM-ENT-01-05
    title: Archived or foreign definitions do not create a partial member
    kind: regression
    exercises:
      - CAP-CRM-ENT-001
      - CAP-CRM-ENT-003
      - CAP-CRM-ENT-008
    relies_on:
      - ATS-CRM-ENT-008-02
      - ATS-CRM-ENT-001-01
      - ATS-CRM-ENT-003-06
    preconditions: >-
      A creation request refers to an archived or another workspace’s custom
      definition.
    steps: >-
      Try each invalid definition with otherwise valid person information;
      search and read back any returned identity.
    expected: >-
      No partial person is stored or discoverable; the refusal identifies the
      custom definition.
    negative: true
    data_needs: >-
      Run-owned people, organizations, classifications and definitions in an
      isolated workspace; controlled calendar or failure fixtures where the case
      requires them.
    bound_to: []
    provenance: proposed
    source: >-
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
      rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
    action_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
    assertion_evidence:
      provenance: proposed
      source: >-
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
        rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
evidence:
  - >-
    react-console:acceptance/crm/playwright/journeys/contacts/CRM-ACC-0001.spec.ts#CRM-ACC-0001
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-001-record-a-person.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-013-archive-a-contact-or-an-organization-and-bring-it-back.md
  - >-
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-003-find-and-read-contacts-and-organizations.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-008-hold-the-tenant-s-custom-field-values-on-contacts-and.md;
    rhythm-v2-docs:specs/crm/entities/planning/capabilities/CAP-CRM-ENT-009-record-who-works-where-and-the-person-s-primary-organization.md
---

# Contact Records: Feature Acceptance Suite

## What the Feature Must Do as a Whole

The suite follows a coordinator from preparing a member classification to opening and reading the saved person. It compares the console and API views, then checks how custom values, record discovery and lifecycle changes affect the same record. Permission and regression cases keep those outcomes within the caller’s authority.

## Interactions Between Capabilities

The required-value case connects creation, custom-field validation and discovery: the suite inspects both the refused request and the later corrected record. The other cases use saved records across capability boundaries rather than treating each operation as an independent success.

## Regression Record

| Revision | Change | Scenario | Why |
|---|---|---|---|
| 1 | initial | all | Establish the feature acceptance suite from the planning and design contracts. |
| 2 | continuation examination | all | Rewrite the suite explanation, verify its evidence and restore source-backed bindings where available. |