{
  "date": "2026-10-16",
  "author": "SoftwareInspect Team",
  "method": "Sequential Python policy fixture with 12 invented attempts. Owner conflicts retain the current CRM owner; review destination is a separate operational field. Rotation advances only for eligible new pool assignments.",
  "limitations": "Not a vendor implementation or customer test. No concurrent writes, real identity matching, permissions, availability schedules, delivery, or response-time outcomes tested. Active named owners bypass territory/product pools by explicit example policy; real teams must approve coverage and specialist handoffs.",
  "sources": [
    "https://help.salesforce.com/s/articleView?id=service.creating_assignment_rules.htm&type=5",
    "https://knowledge.hubspot.com/workflows/assign-and-rotate-record-owners-using-workflows",
    "https://support.pipedrive.com/en/article/automatic-assignment"
  ],
  "reps": {
    "Ava": {
      "active": true
    },
    "Ben": {
      "active": true
    },
    "Cy": {
      "active": false
    }
  },
  "pools": [
    {
      "territory": "east",
      "product": "core",
      "reps": [
        "Ava",
        "Ben"
      ]
    },
    {
      "territory": "west",
      "product": "core",
      "reps": [
        "Ava"
      ]
    }
  ],
  "inputs": [
    {
      "id": "R01",
      "lead": "lead-1",
      "event": "event-1",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R02",
      "lead": "lead-2",
      "event": "event-2",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R03",
      "lead": "lead-3",
      "event": "event-3",
      "purpose": "sales",
      "customer": false,
      "current_owner": "Ben",
      "account_owners": [],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R04",
      "lead": "lead-4",
      "event": "event-4",
      "purpose": "sales",
      "customer": false,
      "current_owner": "Ben",
      "account_owners": [
        "Ava"
      ],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R05",
      "lead": "lead-5",
      "event": "event-5",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [
        "Ava"
      ],
      "territory": "west",
      "product": "core"
    },
    {
      "id": "R06",
      "lead": "lead-6",
      "event": "event-6",
      "purpose": "sales",
      "customer": false,
      "current_owner": "Cy",
      "account_owners": [],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R07",
      "lead": "lead-7",
      "event": "event-7",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [
        "Ava",
        "Ben"
      ],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R08",
      "lead": "lead-8",
      "event": "event-8",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [],
      "territory": null,
      "product": "core"
    },
    {
      "id": "R09",
      "lead": "lead-9",
      "event": "event-9",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [],
      "territory": "west",
      "product": "specialty"
    },
    {
      "id": "R10",
      "lead": "lead-10",
      "event": "event-10",
      "purpose": "support",
      "customer": false,
      "current_owner": null,
      "account_owners": [],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R11",
      "lead": "lead-11",
      "event": "event-11",
      "purpose": "sales",
      "customer": true,
      "current_owner": null,
      "account_owners": [],
      "territory": "east",
      "product": "core"
    },
    {
      "id": "R12",
      "lead": "lead-1",
      "event": "event-1",
      "purpose": "sales",
      "customer": false,
      "current_owner": null,
      "account_owners": [],
      "territory": "east",
      "product": "core"
    }
  ],
  "results": [
    {
      "id": "R01",
      "status": "sales",
      "destination": "Ava",
      "reason": "pool_rotation",
      "owner_after": "Ava",
      "create_sales_task": true
    },
    {
      "id": "R02",
      "status": "sales",
      "destination": "Ben",
      "reason": "pool_rotation",
      "owner_after": "Ben",
      "create_sales_task": true
    },
    {
      "id": "R03",
      "status": "sales",
      "destination": "Ben",
      "reason": "preserve_owner",
      "owner_after": "Ben",
      "create_sales_task": true
    },
    {
      "id": "R04",
      "status": "review",
      "destination": "ownership-review",
      "reason": "owner_conflict",
      "owner_after": "Ben",
      "create_sales_task": false
    },
    {
      "id": "R05",
      "status": "sales",
      "destination": "Ava",
      "reason": "account_owner",
      "owner_after": "Ava",
      "create_sales_task": true
    },
    {
      "id": "R06",
      "status": "review",
      "destination": "coverage-review",
      "reason": "inactive_owner",
      "owner_after": "Cy",
      "create_sales_task": false
    },
    {
      "id": "R07",
      "status": "review",
      "destination": "matching-review",
      "reason": "ambiguous_account",
      "owner_after": null,
      "create_sales_task": false
    },
    {
      "id": "R08",
      "status": "review",
      "destination": "data-review",
      "reason": "missing_territory",
      "owner_after": null,
      "create_sales_task": false
    },
    {
      "id": "R09",
      "status": "review",
      "destination": "coverage-review",
      "reason": "empty_eligible_pool",
      "owner_after": null,
      "create_sales_task": false
    },
    {
      "id": "R10",
      "status": "other_team",
      "destination": "support-intake",
      "reason": "non_sales",
      "owner_after": null,
      "create_sales_task": false
    },
    {
      "id": "R11",
      "status": "other_team",
      "destination": "customer-success",
      "reason": "existing_customer",
      "owner_after": null,
      "create_sales_task": false
    },
    {
      "id": "R12",
      "status": "suppressed",
      "destination": "Ava",
      "reason": "duplicate_event",
      "owner_after": "Ava",
      "create_sales_task": false
    }
  ],
  "summary": {
    "attempts": 12,
    "sales": 4,
    "review": 5,
    "other_team": 2,
    "suppressed": 1,
    "sales_tasks": 4
  }
}