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S_00004 — One project identity across channel quotes

This solution addresses P_00004; the problem owns the forward reference in its ordered solutionsIds array.

kind: solution_catalog
schema_version: 1
solutions:
- id: S_00004
proofIds: []
priority: 50
name: 'One project identity across channel quotes'
status: approved
mechanism: >-
Represent the underlying end project as one Opportunity and link each
intermediary quote to it through the quote's Opportunity reference.
Retain the individual quotes as separate channel interactions, but group
them beneath the shared Opportunity and report unique demand from the
Opportunity record rather than by summing every quote.
capabilities:
- name: 'Link a sales quote to an Opportunity'
classification: native
conditions:
- 'The correct Opportunity must exist and be selected on the quote.'
- 'Existing quotes require their Opportunity references to be populated.'
evidence_ids: []
- name: 'View associated sales quotes from an Opportunity'
classification: native
conditions:
- 'Only quotes carrying the Opportunity reference appear in the group.'
evidence_ids: []
- name: 'Use an Opportunity as the shared end-project identity'
classification: configured
conditions:
- 'The customer must define what constitutes one underlying project.'
- 'Users must create one Opportunity per end project rather than one per intermediary request.'
- 'A matching process is required to assign incoming quotes to the correct Opportunity.'
evidence_ids: []
- name: 'Maintain project-level pipeline value on the Opportunity'
classification: configured
conditions:
- 'The Opportunity value must represent unique project demand rather than the sum of intermediary quotes.'
- 'Unlinked quotes must be identified before pipeline totals are treated as reconciled.'
evidence_ids: []
expected_outcome_hypotheses:
- 'The number of distinct projects can be reported from Opportunity records.'
- 'Several intermediary requests remain traceable without multiplying the represented demand.'
- 'Pipeline value can be stated at the underlying-project level when Opportunity values are maintained correctly.'
limitations:
- 'The product implementation shows no automatic mechanism for matching a new quote to an existing project.'
- 'Incorrect or missing Opportunity references leave quotes unreconciled.'
- 'Existing quote history requires a separate reconciliation and backfill.'
- 'This mechanism does not establish the final project award, supplier, win rate, or market share.'
prohibited_claims:
- 'That channel quotes are matched or deduplicated automatically.'
- 'Any quantified pipeline inflation or reduction without a completed reconciliation.'
- 'That grouping quotes establishes project outcome, win rate, or market share.'
- 'That all existing quote records already carry the correct Opportunity reference.'

Outstanding

  1. proofIds is empty. Run W7 after at least one eligible evidence record exists.
  2. Every capability has evidence_ids: []. The implementation checks from MCP server d8189168 are deployment-specific observations, not canonical evidence records. Route formal product evidence through W9.
  3. Priority 50 is approved for this draft only. Revisit it when the related problem has an approved priority and the solution catalog is ordered against current sales priorities.
  4. The configured mechanism requires an operating decision. The customer must use one Opportunity as the shared end-project identity and define how incoming quotes are matched to it.