coulomb/identity-canon
Archived
2
0
Fork 0
generated from coulomb/repo-seed
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Resolve payment credential and CRM pipeline commitment boundaries

Browse Source 
Add research on PCI/tokenized payment references vs login Credentials (Payment
Instrument Reference, Payment Mandate) and CRM Opportunity promotion thresholds
(Pipeline Pursuit, binding_trigger). Resolve OpenQuestions for both topics.
Update glossary, conceptual model, terminology, and downstream recommendations.
This commit is contained in:
Bernd Worsch
2026-06-21 23:11:00 +02:00
parent bd272151af
commit 6ea582cd9e
11 changed files with 435 additions and 19 deletions
Download Patch File Download Diff File Expand all files Collapse all files

7
terminology/TerminologyInventory.md
View File

@@ -37,6 +37,13 @@ has incompatible meanings across source families.
| vendor | Vendor (relationship role) | SaaS, multi-vendor | Provider role; not realm or tenant. |
| subscriber | Organization + Customer role | Auth0 B2B SaaS | Convenience label only; not canonical. |
| stripe customer | Commercial Record | Stripe, billing | Billing object; link to Tenant via metadata. Not Account. |
| payment method / pm_xxx | Payment Instrument Reference | Stripe, Adyen | Tokenized provider reference; not Credential; not CHD in canon. |
| payment mandate / setup intent | Payment Mandate (Commercial Commitment) | Stripe, SEPA | Authorization to charge; commitment_type payment_mandate. |
| pan / cvv / chd | Out of canon | PCI DSS | Downstream PCI vault only. |
| opportunity (crm) | Pipeline Pursuit | Salesforce, HubSpot | In-flight deal; not Commercial Commitment until binding trigger. |
| forecast commit (salesforce) | Pipeline Pursuit metadata | Salesforce | Sales forecast category; not Commercial Commitment. |
| closed won | Pipeline Pursuit lifecycle + optional commitment | CRM | Won stage alone does not auto-create active commitment. |
| quote accepted / loi signed | Commercial Commitment (proposed) | CPQ, sales | Binding trigger with document evidence. |
| crm account | Commercial Record | Salesforce, CRM | Commercial record; not login Account. |
| customer account | Resolve by layer | billing, IAM, CRM | Not canonical — see TerminologyConflictMap. |
| commercial record | Commercial Record | Stripe, CRM, billing | Record layer; payment/subscription/commerce state. |