Entities

Purpose

Entities gives staff a shared record of the people and organizations known to their workspace. Its planning tree groups record maintenance, contact details, relationships, compliance, classification and record protection. Capabilities hold the rules; journeys connect those capabilities into staff work. Features share broad concepts through related concept references, while each concept has one owning feature.

Boundary

Entities owns the records listed in the charter. Neighboring CRM modules own duplicate decisions, merges, activities, regions, data jobs and workspace lifecycle. Platform supplies security, metadata definitions, query execution, communication delivery and file storage. Entities records the integration points without specifying those owners’ internal behavior. Entities owns its classification catalogues; the runtime function boundary belongs to Design.

Features

Feature	Owned Concepts	Capabilities	Journeys
FEAT-CRM-ENT-01 — Contact Records	1	3	2
FEAT-CRM-ENT-02 — Organization Records	1	1	0
FEAT-CRM-ENT-03 — Contact Details and Communication Preferences	0	3	0
FEAT-CRM-ENT-04 — Affiliations and Roles	1	3	1
FEAT-CRM-ENT-05 — Organization Compliance	0	1	0
FEAT-CRM-ENT-06 — Classification Types and CRM Settings	0	3	1
FEAT-CRM-ENT-07 — Record Protection and History	1	5	1

Capabilities

Id	Title	Product intent
CAP-CRM-ENT-001	Establish a person’s CRM record	confirmed
CAP-CRM-ENT-002	Establish an organization and its hierarchy	confirmed
CAP-CRM-ENT-003	Locate people and organizations	proposed
CAP-CRM-ENT-004	Save corrections without overwriting another change	proposed
CAP-CRM-ENT-005	Maintain reliable contact points	confirmed
CAP-CRM-ENT-006	Share organization contact points with affiliated people	proposed
CAP-CRM-ENT-007	Capture a person’s communication choices	confirmed
CAP-CRM-ENT-008	Keep customer-defined information with records	confirmed
CAP-CRM-ENT-009	Maintain a person’s organizational relationships	confirmed
CAP-CRM-ENT-010	Keep dated relationships current	confirmed
CAP-CRM-ENT-011	Maintain responsibilities on organizational relationships	proposed
CAP-CRM-ENT-012	Review organization role compliance and prepare notices	confirmed
CAP-CRM-ENT-013	Set records aside and restore them	confirmed
CAP-CRM-ENT-014	Remove records and their owned information	confirmed
CAP-CRM-ENT-015	Control record locks and system protection	confirmed
CAP-CRM-ENT-016	Inspect a record’s changes over time	confirmed
CAP-CRM-ENT-017	Configure affiliation types and contact roles	proposed
CAP-CRM-ENT-018	Organize the workspace’s record classifications	proposed
CAP-CRM-ENT-019	Resolve the forms and layouts used for CRM records	proposed

Journeys

Id	Title	Product intent	E2E policy
JNY-CRM-ENT-001	Create a member record and inspect the saved information	proposed	required
JNY-CRM-ENT-002	Record an employer change while retaining the previous affiliation	proposed	required
JNY-CRM-ENT-003	Archive a closed organization and inspect its retained history	proposed	required
JNY-CRM-ENT-004	Configure an affiliation type and use it on a contact	proposed	required
JNY-CRM-ENT-005	Find current affiliates across an organization hierarchy	proposed	optional

Testing Tree

The feature suites describe cumulative outcomes across their capabilities. Detailed capability proof belongs in design, and the implementation register identifies the existing executable files and their asserted bindings. The register records source inspection with execution and conformance still unverified. The continuation examination restores three feature bindings, including a partial unchanged-save contribution, and records the outstanding tooling and proof gaps.

Layer	Directory	Artifacts
Planning	planning/acceptance/	FAS-CRM-ENT-01, FAS-CRM-ENT-02, FAS-CRM-ENT-03, FAS-CRM-ENT-04, FAS-CRM-ENT-05, FAS-CRM-ENT-06, FAS-CRM-ENT-07
Design	design/tests/	ATS-CRM-ENT-001, ATS-CRM-ENT-002, ATS-CRM-ENT-003, ATS-CRM-ENT-004, ATS-CRM-ENT-005, ATS-CRM-ENT-006, ATS-CRM-ENT-007, ATS-CRM-ENT-008, ATS-CRM-ENT-009, ATS-CRM-ENT-010, ATS-CRM-ENT-011, ATS-CRM-ENT-012, ATS-CRM-ENT-013, ATS-CRM-ENT-014, ATS-CRM-ENT-015, ATS-CRM-ENT-016, ATS-CRM-ENT-017, ATS-CRM-ENT-018, ATS-CRM-ENT-019
Implementation	implementation/tests/	Executable suites listed in the charter’s structured testing tree