Metadata Entities
Reference list of all available data entities in this API. Use this to discover available datasets.
Fields
| Entity | Description |
|---|---|
| metadata_entity_fields | Reference list of all field-level metadata: includes technical data types, field descriptions, and suggested UI display names. |
| metadata_graphics | Reference list for iconography and graphic assets used in the platform interface. |
| metadata_heatmap_items | Reference list for heatmap visualization configuration, defining axes, scoring thresholds, and category buckets. |
| metadata_reference_values | Reference list of static normalized values used across various entities. |
| metadata_rule_list | Reference list of all platform logic reference rules. Contains codes and descriptions for the rules applied across all entities. Use this to interpret why a model made a specific prediction or how data was organized. |
| open_pipeline | Derived entity synthesizing Opportunities and Opportunity History. Engineered to resolve CRM history gaps to ensure a continuous, reconstructible history record for every opportunity. |
| opp_line_items | CRM entity for individual product or service entries linked to an Opportunity enriched with TrueAI predictive insights. |
| opps | CRM entity for opportunity records enriched with TrueAI predictive insights. |
| opps_histories | CRM entity for original opportunity history records enriched with TrueAI predictive insights. |
| opps_stages | CRM entity for the reference list for all opportunity stages enriched with TrueAI predictive insights. |
| products | CRM entity for the reference list for all available products associated with opportunities enriched with TrueAI predictive insights. |
| pipelines | |
| ssr | Derived entity for the deduplicated and consolidated Single Sales Record (SSR). The source of truth for overall account performance and unified sales process tracking. |
| ssr_history | Derived entity for the chronological log of transitions through the Single Sales Record (SSR) lifecycle. Sequence: Lead Gen -> Untouched -> Prospecting -> New Logo -> Post-Sales Support -> Existing Customer Selling. |
| ssr_history_stakeholders | Derived entity for the relational mapping of buyer personas involved in each SSR history step. |
| ssr_history_success_factors | Derived entity for key drivers impacting the success probability of a specific SSR history step. |
| users | CRM entity for the user recordsenriched with TrueAI predictive insights. |
| users_activities | Derived entity for daily aggregates of user activity. One row per user per day. Provides high-level activity volume and type summaries. Historical depth: 6 years retroactive. |
| users_history | Derived entity for monthly snapshots of user-level performance. One row per user per month. Includes User metadata, Deal Intelligence (DI), Coaching Intelligence (CI), and Automatic Data Enhancement (ADE) metrics. Historical depth: 6 years retroactive. |
| accounts | CRM entity for account records enriched with TrueAI predictive insights. |
| activities | CRM entity for granular activity records (Calls, Emails, Meetings) enriched with TrueAI predictive insights. |
| companies_history | Derived entity for the audit log of company-level changes and quality metrics. Captures state changes from the first processing cycle onward; not retroactive. |
| contacts | CRM entity for contact records enriched with TrueAI predictive insights. |
| erp_accounts | ERP entity for financial account data. This entity is matched with CRM accounts to enable cross-system account identification. |
| erp_order_line_items | ERP entity for granular transactional items. Placeholder entity with no fields currently defined. |
| erp_orders | ERP entity for transactional order data. This entity is matched with CRM data to bridge the gap between "Closed Won" opportunities and actual revenue. |
| groups | Reference list for client-defined organizational groups (e.g., Sales Regions). This data is managed within TrueAI and does not originate from the CRM. |
| hr_users | External reference list for user metadata sourced from the client during calibration. Contains bulk overrides of groups and roles. |
| leads | CRM entity for lead records enriched with TrueAI predictive insights. |
| metadata_ai_scores | Reference list of definitions for all AI-generated predictive and descriptive scores, including value ranges and interpretations. |
| metadata_ai_scores_analysis_categories | Reference list for high-level AI score groupings (e.g., Momentum, Risk) used in reporting dashboards. |
| metadata_ai_scores_category_links | Reference list mapping individual predictive scores to their broader analysis categories. |
| metadata_aliasing | Reference list of mappings for field and entity aliases, used to translate standard technical names to custom client-facing terminology. |
| metadata_classes | Reference list of labels used by TrueAI machine learning models to categorize records. |
| metadata_config | Reference list of all global configuration settings for the platform instance. Includes a list of keys and their current values. |
| metadata_currencies | Currency conversion table. Contains the specific exchange rates used by the engine to normalize financial metrics into a single functional currency. |
| metadata_entities | Reference list of all available data entities in this API. Use this to discover available datasets. |