Rhythm 2.0 Specifications

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WF-PFM-QRY-015Index CRM record changes into Quick Search

Markdown

WF-PFM-QRY-015

Index CRM record changes into Quick Search

Markdown
  • DocumentDraft
  • ImplementationObserved

Planning

Implements
CAP-PFM-QRY-017

KindWorkflowProduct areaPlatformModuleQuestions, record exploration and data deliveryRevision1

Read atservices-platform ad3f6a65react-console baf6dae3

Index CRM record changes into Quick Search ​

What It Does ​

CRM submits a batch of at most one hundred record-change events to the search indexer.

The Flow ​

Receive the CRM batch and return a result for each event. Skip scopes that are absent, unready for indexing or deleting, and ignore changes proven unrelated to configured projection fields. Claim versions before reading projections and write each record’s target-generation document or deletion state through the query layer. Refresh contacts affected by organization changes, using a related rebuild when the fanout exceeds two hundred.

When Something Fails ​

The submitting service retries missing or failed results under its change-delivery policy. Search remains behind committed CRM changes until indexing or repair succeeds. Skipped events are acknowledged rather than treated as indexing failure. No document update is attempted for those skipped scopes. Provider failures report affected workspace events as failed. Claimed versions can precede provider contents until retry or reconciliation repairs the write. A failed job start leaves a pending rebuild for recovery. Related display values can remain stale until that work succeeds.

Idempotency and Concurrency ​

Distinct records are projected under newly claimed versions. Provider ordering rejects older writes, while duplicate events can cause newer claims and repeated projection reads. Five indexer invocations are reserved; CRM owns delivery buffering and retries when the indexing function is throttled or fails.

Controls

36 controls apply, from the corpus control catalogue.

TC-AVL-001 TC-AVL-004 TC-AVL-005 TC-AZ-001 TC-AZ-002 TC-AZ-003 TC-AZ-004 TC-CRY-001 TC-CRY-002 TC-CRY-003 TC-CRY-004 TC-DAT-001 TC-DAT-002 TC-DAT-003 TC-DAT-004 TC-IAM-001 TC-IAM-002 TC-IAM-004 TC-IAM-005 TC-IAM-006 TC-LOG-005 TC-MON-001 TC-MON-002 TC-PI-001 TC-PI-002 TC-PI-003 TC-PI-004 TC-PI-005 TC-PRV-001 TC-PRV-002 TC-TEN-001 TC-TEN-002 TC-TEN-003 TC-VEN-001 TC-VEN-002 TC-VEN-003

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