Source Systems
Scopes
Account Success scopes define the boundaries of context assembly:- Portfolio scope: All accounts owned by a CSM or team
- Account scope: Single account with full entity graph and timeline
- Health scope: Computed signals across usage, engagement, and support
- Renewal scope: Contracts approaching end date with opportunity context
- Interaction scope: Tickets, meetings, emails, and notes related to an account
Event Sequence
- Source systems emit change events (record update, new ticket, usage spike)
- Spine Fabric normalizes events into the unified entity graph
- Domain rules evaluate HealthScore, renewal proximity, and risk signals
- Relevant views are marked for refresh in the Account Success projection
- Twin and agents receive updated context for proposal and action