Run otr_01JQ9F42 · redacted view
Customer renewal through Codex.
Follow one request from the person’s current authority through data release, exact approval, safe execution, and destination receipts.
- 01 · What is the current authority?
- Check who is acting, which client they use, whose access they represent, and what current source permissions allow.
Example · Maya Chen · person · Codex MCP client · current Salesforce access · renewal policy v7. - 02 · What may AI receive?
- Inspect source results before release. Minimize, mask, tokenize, or transform data for the intended recipient and destination.
Example · Retrieved: account, opportunity stage, renewal date, buyer contact, and private note. Released: the first four fields; the private note was withheld by release rule v4. - 03 · What exact change is allowed?
- Bind approval to the record, current value, proposed value, recipient, reviewer, and request digest. A material change requires a new approval.
Example · Salesforce opportunity stage 2 → 3 and one reviewed follow-up to the named buyer, approved by Revenue Operations for this exact request. - 04 · What happened before another attempt?
- Check the destination to learn whether the first attempt succeeded. Repeat an action only when current state shows it is safe.
Example · CRM read-back found stage 3 already applied. The email provider reported the message accepted, so Onterix did not write or send again. - 05 · What result was confirmed?
- Keep the request, decisions, attempts, provider responses, and confirmed result connected without copying secrets or full source payloads into the audit trail.
Example · Salesforce and email-provider receipts were retained under run otr_01JQ9F42 with the policy, release, transform, and approval versions.