# LicitaIQ O-7 Commercial Alpha Evidence Pack

Version: `commercial-alpha-evidence-pack-v1.0`

> Template only. These blank forms contribute zero to Commercial Alpha targets.

Store actual commercial evidence in an explicitly approved external system. LicitaIQ records only sanitized evidence metadata under the O-7 contract.

Do not commit customer names, contact details, private URLs, credentials, invoices, contracts, payment details or source-document bytes.

## Completed customer interview

- Template ID: `interview`
- Target metric: `completed_interviews`
- Material claim: **yes**
- Approval required: `owner_or_admin`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `sanitized_customer_id` | yes | free text / numeric / timestamp | Use a non-identifying internal alias. |
| `segment` | yes | free text / numeric / timestamp | Record only a broad market segment. |
| `problem` | yes | free text / numeric / timestamp | Summarize the procurement or bid-readiness problem. |
| `current_process` | yes | free text / numeric / timestamp | Describe the current workflow without confidential details. |
| `willingness_to_pay_signal` | yes | none, weak, moderate, strong | Record the human-observed signal; do not infer it with AI. |
| `objections` | no | free text / numeric / timestamp | List sanitized objections. |
| `decision_criteria` | no | free text / numeric / timestamp | List sanitized decision criteria. |
| `follow_up_state` | yes | none, scheduled, completed, declined | This is manual metadata only; no automated outreach is permitted. |
| `completed_at` | yes | free text / numeric / timestamp | Required before the interview can be considered for verification. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |
## Externally paid assessment

- Template ID: `paid_assessment`
- Target metric: `paid_assessments`
- Material claim: **yes**
- Approval required: `owner_or_admin`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `sanitized_customer_id` | yes | free text / numeric / timestamp | Use a non-identifying internal alias. |
| `readiness_assessment_id` | yes | free text / numeric / timestamp | Reference the governed O-6 assessment. |
| `commercial_state` | yes | accepted, paid_external, assessment_in_progress, assessment_delivered, renewed | Payment collection remains external; this field records only approved metadata. |
| `amount` | no | free text / numeric / timestamp | Record only when permitted; never include card or bank data. |
| `currency` | no | free text / numeric / timestamp | Use an ISO currency code when an amount is recorded. |
| `paid_at` | yes | free text / numeric / timestamp | Required for verified paid status. |
| `delivered_at` | no | free text / numeric / timestamp | Required once the assessment is delivered. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |
## Recurring founding customer

- Template ID: `recurring_customer`
- Target metric: `recurring_founding_customers`
- Material claim: **yes**
- Approval required: `owner_or_admin`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `sanitized_customer_id` | yes | free text / numeric / timestamp | Use a non-identifying internal alias. |
| `status` | yes | prospect, active, recurring, lost | Only recurring may count after human verification. |
| `recurring_since` | yes | free text / numeric / timestamp | Record the verified recurring start date. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |
## Real opportunity processed

- Template ID: `processed_opportunity`
- Target metric: `real_opportunities_processed`
- Material claim: **yes**
- Approval required: `owner_or_admin`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `sanitized_customer_id` | yes | free text / numeric / timestamp | Use a non-identifying internal alias. |
| `opportunity_id` | yes | free text / numeric / timestamp | Use the governed sanitized O-3 opportunity identifier. |
| `source_version_id` | yes | free text / numeric / timestamp | Preserve O-3 source provenance metadata. |
| `matching_recommendation_id` | yes | free text / numeric / timestamp | Reference the O-5 decision-support result. |
| `readiness_assessment_id` | yes | free text / numeric / timestamp | Reference the O-6 readiness result. |
| `processed_at` | yes | free text / numeric / timestamp | Record when the governed workflow completed. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |
## Assessment operating measurement

- Template ID: `operations`
- Target metric: `operations_measurement`
- Material claim: **no**
- Approval required: `none`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `assessment_id` | yes | free text / numeric / timestamp | Reference one delivered real assessment. |
| `intake_minutes` | yes | free text / numeric / timestamp | Measured operator time. |
| `review_minutes` | yes | free text / numeric / timestamp | Measured operator time. |
| `matching_minutes` | yes | free text / numeric / timestamp | Measured operator time. |
| `readiness_minutes` | yes | free text / numeric / timestamp | Measured operator time. |
| `export_preparation_minutes` | yes | free text / numeric / timestamp | Measured operator time. |
| `support_minutes` | yes | free text / numeric / timestamp | Measured support burden. |
| `rework_minutes` | yes | free text / numeric / timestamp | Measured rework burden. |
| `founder_minutes` | yes | free text / numeric / timestamp | Keep founder dependency visible. |
| `support_issue_count` | yes | free text / numeric / timestamp | Count issues for the delivery. |
| `highest_support_severity` | yes | none, low, medium, high | Use the highest observed severity. |
| `recurrent_issue_count` | yes | free text / numeric / timestamp | Count repeated issues. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |
## Customer decision impact

- Template ID: `decision_impact`
- Target metric: `verified_decision_impacts`
- Material claim: **yes**
- Approval required: `owner_or_admin`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `assessment_id` | yes | free text / numeric / timestamp | Reference the governed assessment. |
| `factor` | yes | go_no_go, compliance_matrix, evidence_gap, deadline_plan, executive_assessment | Select the output that informed the decision. |
| `impact` | yes | no_change, informed, changed | Only informed or changed may count after verification. |
| `summary` | yes | free text / numeric / timestamp | Describe the decision impact without customer PII or confidential terms. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |
## Human Commercial Alpha conclusion

- Template ID: `final_conclusion`
- Target metric: `human_final_conclusion`
- Material claim: **yes**
- Approval required: `owner_or_admin`

| Field | Required | Allowed values | Guidance |
|---|---:|---|---|
| `conclusion` | yes | validated, continue_with_conditions, not_repeatable, stop | Must align with verified metrics and the binding stop condition. |
| `rationale` | yes | free text / numeric / timestamp | Explain paid demand, repeatability, operating burden and decision impact. |
| `decided_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `evidence_type` | yes | free text / numeric / timestamp | Describe the external evidence category without attaching private bytes. |
| `evidence_reference` | yes | free text / numeric / timestamp | Use a sanitized external reference or controlled-system identifier; never store credentials or private URLs. |
| `evidence_status` | yes | unverified, verified, rejected | Only an owner/admin may approve a material claim as verified. |
| `recorded_at` | yes | free text / numeric / timestamp | Use an ISO-8601 timestamp with timezone. |
| `recorded_by_actor_id` | yes | free text / numeric / timestamp | Use an internal actor identifier, not an email address or customer contact detail. |

## Control statement

No billing provider, automated outreach, source automation, customer-document processing or external AI is invoked by this evidence pack.