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Rules

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.

Rule List

modelrule_name_sys_doc_iddescriptionis_default_rule
AccountsCloseDateEND_ACCOUNTS_CRM_CONVERTED108001Account is converted, close date is converted_datetrue
AccountsCloseDateEND_ACCOUNTS_NO_ACTIVITY_RECORDED_IN_CREATION_PLUS_LEAD_TOUCH_CYCLE_PLUS_LEAD_ABANDONMENT_CYCLE108002Account is ignored: no activity within creation date + lead_touch_cycle + lead_abandonment_cycle, close date is createdon + lead_touch_cycle + lead_abandonment_cyclefalse
AccountsCloseDateEND_ACCOUNTS_NO_MORE_ACTIVITES_DETECTED_IN_LEAD_ABANDONMENT_CYCLE108003Account is abandoned: no further activity within last touch + abandonment_cycle, close date is last touch + abandonment_cyclefalse
AccountsCloseDateEND_ACCOUNTS_STILL_OPEN108004Account is still open, close date is Nonefalse
AccountsCreatedonEND_ACCOUNTS_CRM_CREATEDON104001Account createdon becomes the end datetrue
AccountsCreatedonEND_ACCOUNTS_FIRST_CONTACTS_CREATEDON104003Contacts present before account createdon, first contact createdon becomes the end datefalse
AccountsCreatedonEND_ACCOUNTS_FIRST_OPPS_CREATEDON104002Opps present before account createdon, first opp createdon becomes the end datefalse
AccountsFirstTouchEND_ACCOUNTS_FIRST_ACTIVITY_RECORDED111002First touch is performedon of the first activityfalse
AccountsFirstTouchEND_ACCOUNTS_NO_ACTIVITES_USE_MIDDLE_BETWEEN_CREATED_AND_CRM_LAST_ACTIVITY111005No activities but crm last activity time present, user middle between createdon and last activity time as first touchfalse
AccountsFirstTouchEND_ACCOUNTS_NO_ACTIVITIES_BUT_CONVERTED111003No activities but account converted, returning createdonfalse
AccountsFirstTouchEND_ACCOUNTS_NOT_HATLEAD111001Account is a not a hatlead, returning Nonefalse
AccountsFirstTouchEND_ACCOUNTS_UNTOUCHED111004No activities and account is not converted nor disqualified, therefore untouchedfalse
AccountsLastTouchEND_ACCOUNTS_LAST_ACTIVITY_RECORDED113002Last touch is performedon of the last activitytrue
AccountsLastTouchEND_ACCOUNTS_NO_ACTIVITES_USE_CRM_LAST_ACTIVITY113006No activities but crm last activity time present, user middle last activity time as last touchfalse
AccountsLastTouchEND_ACCOUNTS_NO_ACTIVITIES_BUT_CONVERTED113003No activities but account converted, returning createdonfalse
AccountsLastTouchEND_ACCOUNTS_NO_ACTIVITIES_BUT_DISQUALIFIED113004No activities but account disqualified, returning createdonfalse
AccountsLastTouchEND_ACCOUNTS_NOT_HATLEAD113001Account is a not a hatlead, returning Nonefalse
AccountsLastTouchEND_ACCOUNTS_UNTOUCHED113005No activities and account is not converted nor disqualified, therefore untouchedfalse
AccountsOwneridOWNERSHIP_ACCOUNTS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION101002Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the ownerfalse
AccountsOwneridOWNERSHIP_ACCOUNTS_CRM_OWNER101001Account CRM owner becomes the ownertrue
AccountsOwneridOWNERSHIP_ACCOUNTS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT101003Account owner overridden by owner of most activitiesfalse
ActivitiesContactIdACTIVITIES_CONTACTID_LOOKUP_FROM_CONTACTS137001Activities contact_id is taken from contact docidtrue
ActivitiesContactIdACTIVITIES_CONTACTID_LOOKUP_FROM_CRM_CONTACTID137002Activities contact_id is taken from crm_contactidfalse
ActivitiesInteractionPurposeACCOUNT_TYPE_INTERNAL118001Account type determined as internalfalse
ActivitiesInteractionPurposeBEFORE_HATLEAD_CLOSE_DATE118003Activity performed before hat lead close date, becomes prospectingfalse
ActivitiesInteractionPurposeBEFORE_HATLEAD_CREATION_AND_HATLEAD_UNTOUCHED118002Activity performed before hat lead created date, and hatlead untouched, becomes internalfalse
ActivitiesInteractionPurposeNO_OPPID_LATEST_OPP118012Oppid absent, but many open opps present, choosing the most recent one, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_NO_OPEN_OPPS_BUT_LOST_OPPS118014Oppid absent, but activity performed after conversion date, won opps absent, becomes recycled prospectingfalse
ActivitiesInteractionPurposeNO_OPPID_NO_OPEN_OPPS_BUT_WON_OPPS118013Oppid absent, but activity performed after conversion date, won opps present, becomes Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_ONE_OPEN_OPP118009Oppid absent, but one open opp present, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_ONE_OPEN_OPP_BY_ACT_OWNER118010Oppid absent, but one open opp by activity owner present, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeNO_OPPID_ONE_OPEN_OPP_LATER_WON_BY_ACT_OWNER118011Oppid absent, but one open opp that is later won present, becomes New Logo Selling/Existing Customer Sellingfalse
ActivitiesInteractionPurposeOPPID_BEFORE_CLOSE_DATE_OR_BEFORE_START_DATE_BUT_NO_PREV_CLOSED_OPPS118006Oppid present, activity performed before close date, or before selling start date with no previous opps closed, becomes New Logo Selling/Existing Customer Sellingtrue
ActivitiesInteractionPurposeOPPID_BUT_BEFORE_START_DATE_WITH_PREV_CLOSED_OPPS_NOT_WON118008Oppid present, activity performed before selling start date, becomes recycled prospectingfalse
ActivitiesInteractionPurposeOPPID_BUT_BEFORE_START_DATE_WITH_PREV_WON_OPPS118007Oppid present, activity performed before selling start date, with previous opps won, becomes post-sales supportfalse
ActivitiesInteractionPurposeOPPID_NL_LOST_AFTER_CLOSE_DATE118005Oppid present, activity performed after new logo lost close date, becomes recycled prospectingfalse
ActivitiesInteractionPurposeOPPID_WON_AFTER_CLOSE_DATE_OR_LOST_EXISTING_CUSTOMER_SALE118004Oppid present, activity performed after won close date, or after existing customer sale lost close date, becomes post-sales supportfalse
ActivitiesLeadIdACTIVITIES_LEADID_LOOKUP_FROM_CRM_LEADID136002Activities lead_id is taken from crm_leadidfalse
ActivitiesLeadIdACTIVITIES_LEADID_LOOKUP_FROM_LEADS136001Activities lead_id is taken from lead docidtrue
ActivitiesOppIdACTIVITIES_OPPID_LOOKUP_FROM_CRM_OPPID138002Activities opp_id is taken from crm_oppidfalse
ActivitiesOppIdACTIVITIES_OPPID_LOOKUP_FROM_OPPS138001Activities opp_id is taken from opp docidtrue
CompaniesListPriceStatsMAX_CRM_LIST_PRICE103003Median crm unit price is 0, return max crm list pricefalse
CompaniesListPriceStatsMEDIAN_CRM_UNIT_PRICE103001Max crm list price is null, return median crm unit pricefalse
CompaniesListPriceStatsRETURN_95_PERC_CRM_UNIT_PRICE103002Max crm list price is 0, return the 95th percentile of crm unit pricefalse
CompaniesListPriceStatsRETURN_CRM_LIST_PRICE103007No variablility of crm list price during period. Return list price.true
CompaniesListPriceStatsRETURN_CRM_UNIT_PRICE103006Big variability in unit prices and quantity = 1, return unit price.false
CompaniesListPriceStatsRETURN_MEAN_CRM_LIST_PRICE103005None of the other conditions fulfilled, return mean crm list pricefalse
CompaniesListPriceStatsRETURN_MEDIAN_CRM_UNIT_PRICE103004Ratio of crm unit to list price below 0.2 or above 3.0, return median crm unit pricefalse
CompaniesNumEmployeesMedianMEDIAN_NUM_EMPLOYEES_BASED_ON_DEFAULT_350123002Not enough data to use the actual median for imputing, using default 350false
CompaniesNumEmployeesMedianMEDIAN_NUM_EMPLOYEES_BASED_ON_MEDIAN123001Enough data to use the actual median for imputingtrue
CurrencyConversionCURRENCY_CONVERSION_APPLIED117002Record was in other supported currency - conversion appliedfalse
CurrencyConversionNO_CURRENCY_CONVERSION_APPLIED117001Record was in company currency - no conversion neededtrue
CurrencyConversionNO_CURRENCY_CONVERSION_POSSIBLE_NO_CURRENCY117003No currency info suppliedfalse
CurrencyConversionNO_CURRENCY_CONVERSION_POSSIBLE_NOT_SUPPORTED_CURRENCY117004Record was in a non-supported currencyfalse
ErpAccountsMasterIdERP_ACCOUNT_CRM_ACCOUNT_ID141001Crm account id present on erp accounttrue
ErpAccountsMasterIdERP_ACCOUNT_NAME_MATCH141002No crm account id present on erp account, but found a match between erp account's name and account's namefalse
ErpAccountsMasterIdNO_MATCH_FOUND141003No crm account id present on erp account, no match between erp account's name and account's name found, return nullfalse
LeadsCloseDateEND_LEADS_CRM_CONVERTED107001Lead is converted, close date is converted_datetrue
LeadsCloseDateEND_LEADS_DISQUALIFIED107002Lead is disqualified, close date is last touched date if touched, and createdon if not, adding lead_touch_cycle days if only one touch to have > 0 prospecting daysfalse
LeadsCloseDateEND_LEADS_NO_ACTIVITY_RECORDED_IN_CREATION_PLUS_LEAD_TOUCH_CYCLE_PLUS_LEAD_ABANDONMENT_CYCLE107003Lead is ignored: no activity within creation date + lead_touch_cycle + lead_abandonment_cycle, close date is createdon + lead_touch_cycle + lead_abandonment_cyclefalse
LeadsCloseDateEND_LEADS_NO_MORE_ACTIVITES_DETECTED_IN_LEAD_ABANDONMENT_CYCLE107004Lead is abandoned: no further activity within last touch + lead_abandonment_cycle, close date is last touch + lead_abandonment_cyclefalse
LeadsCloseDateEND_LEADS_STILL_OPEN107005Lead is still open, close date is Nonefalse
LeadsConvertedDateEND_LEADS_ACCOUNT_CONVERTED_DATE114002Use account converted date based on first opp start datetrue
LeadsConvertedDateEND_LEADS_LEAD_IS_CONTACT114001Lead is a contact, not lead, converted date is Nonefalse
LeadsFirstTouchEND_LEADS_FIRST_ACTIVITY_RECORDED110002First touch is performedon of the first activitytrue
LeadsFirstTouchEND_LEADS_NO_ACTIVITES_USE_MIDDLE_BETWEEN_CREATED_AND_CRM_LAST_ACTIVITY110006No activities but crm last activity time present, user middle between createdon and last activity time as first touchfalse
LeadsFirstTouchEND_LEADS_NO_ACTIVITIES_BUT_CONVERTED110003No activities but lead converted, returning createdonfalse
LeadsFirstTouchEND_LEADS_NO_ACTIVITIES_BUT_DISQUALIFIED110004No activities but lead disqualified, returning createdonfalse
LeadsFirstTouchEND_LEADS_NOT_HATLEAD110001Lead is a not a hatlead, returning Nonefalse
LeadsFirstTouchEND_LEADS_UNTOUCHED110005No activities and lead is not converted nor disqualified, therefore untouchedfalse
LeadsLastTouchEND_LEADS_LAST_ACTIVITY_RECORDED112002Last touch is performedon of the last activitytrue
LeadsLastTouchEND_LEADS_NO_ACTIVITES_USE_CRM_LAST_ACTIVITY112006No activities but crm last activity time present, user middle last activity time as last touchfalse
LeadsLastTouchEND_LEADS_NO_ACTIVITIES_BUT_CONVERTED112003No activities but lead converted, returning createdonfalse
LeadsLastTouchEND_LEADS_NO_ACTIVITIES_BUT_DISQUALIFIED112004No activities but lead disqualified, returning createdonfalse
LeadsLastTouchEND_LEADS_NOT_HATLEAD112001Lead is a not a hatlead, returning Nonefalse
LeadsLastTouchEND_LEADS_UNTOUCHED112005No activities and lead is not converted nor disqualified, therefore untouchedfalse
LeadsOwneridOWNERSHIP_LEADS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION100002Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the ownerfalse
LeadsOwneridOWNERSHIP_LEADS_CRM_OWNER100001Lead CRM owner becomes the ownertrue
LeadsOwneridOWNERSHIP_LEADS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT100003Lead owner overridden by owner of most activitiesfalse
LookupACCOUNT119003Value looked up from accountfalse
LookupCONTACT119006Value looked up from contactfalse
LookupHATLEAD119002Value looked up from hatleadfalse
LookupIMPUTED_MEDIAN119009ND value present, and no non-ND value in other entities, imputing medianfalse
LookupLEAD119004Value looked up from leadfalse
LookupOPP119005Value looked up from oppfalse
LookupSAME_CREATOR_OWNER119008Value is absent but creator is the same as owner, returning Rep Lead Genfalse
LookupSELF119001Value present, no need to look uptrue
LookupSELF_ND119007ND value present, and no non-ND value in other entitiesfalse
OppHistoriesActivityStatsACTIVITY_CAPTURE_LEVEL_TOO_LOW_RETURN_NONE116001Activity Capture Level too low, return Nonefalse
OppHistoriesActivityStatsADJUSTED_DURATION_ENOUGH_ACTIVITY_CAPTURE_LEVEL116002Activity Capture Level enough, use the present valuetrue
OppsBookingAmtCUSTOM_MAPPING_IN_OPPS_USE_MAPPED_CRM_FIELD122003Custom mapping in opps, use the CRM amount field that was mappedfalse
OppsBookingAmtNO_OPP_LINE_ITEMS_USE_CRM_AMOUNT122002Opp line items not present, use the CRM amount fieldfalse
OppsBookingAmtSUM_OF_OPP_LINE_ITEMS_TOTAL_PRICE122001Opp line items present, summing over their total_pricetrue
OppsCloseDateEND_OPPS_CLOSE_DATE_IN_THE_FUTURE109003Opps is closed in the CRM but the close date is in the future, so the opp remains open asof now, close date is Nonefalse
OppsCloseDateEND_OPPS_CRM_CLOSED109001Opp is CRM closed: is_closed is True and close date < asof, returning crm_close_datetrue
OppsCloseDateEND_OPPS_NOT_CLOSED109002Opps is still open in CRM, close date is Nonefalse
OppsCreatedonEND_OPPS_CLOSED_ON_EARLER_THAN_CREATEDON105001Opp close date earlier than createdon, move createdon backfalse
OppsCreatedonEND_OPPS_CRM_CREATEDON105002Opp CRM createdon becomes the created datetrue
OppsCreatedonEND_OPPS_FIRST_HISTORY_STAGE105003Opp history stages present before the createdon, move createdon backfalse
OppsCreatoridCREATOR_OPPS_CRM_CREATORID106001Opp creator is the creator in th CRMtrue
OppsCreatoridCREATOR_OPPS_HATLEAD_OWNERID106002Opps creator is the owner of the hatleadfalse
OppsHistoryBookingAmtNO_SCALING_APPLIED139002Final opp history amount is the same as the opp booking amount, no scaling appliedtrue
OppsHistoryBookingAmtSCALED_BASED_ON_OPP_FINAL_AMT139001Final opp history amount differs from opp booking amount, scaling accordinglyfalse
OppsHistoryBookingAmtSCALING_NOT_POSSIBLE139003Final opp history amount is missing or zero, no scaling appliedfalse
OppsMasterIdCONTACT_CRM_ACCOUNT_ID135002No crm account id present on opp, but crm account id present on opp's contactfalse
OppsMasterIdNO_MATCH_FOUND135004No crm account id present on opp nor on opp's contact, no match between opp's name and account's name found, return nullfalse
OppsMasterIdOPP_ACCOUNT_NAME_MATCH135003No crm account id present on opp nor on opp's contact, but found a match between opp's name and account's namefalse
OppsMasterIdOPP_CRM_ACCOUNT_ID135001Crm account id present on opptrue
OppsOwneridOWNERSHIP_OPPS_CRM_OWNER102001Opp CRM owner becomes the ownertrue
OppsOwneridOWNERSHIP_OPPS_OWNER_FROM_OPP_HISTORY102002Opp ownership changed in the late opp history stages, the creator of opp history stages becomes the ownerfalse
OppsStartDateEND_OPPS_CLOSED_BEFORE_CREATEDON115001Opp is closed before createdon, ae date set to close datefalse
OppsStartDateEND_OPPS_HANDOFF_AFTER_OPP_CREATION115005Opp handoff from SDR to AE happened on the date of the AE's first activity on the opp.false
OppsStartDateEND_OPPS_HANDOFF_BEFORE_OPP_CREATION115004Opp handoff from SDR to AE happened on the date of the AE's first activity on the leadfalse
OppsStartDateEND_OPPS_HISTORY_STAGES_BEFORE_CREATEDON115002Opp has history stages present before createdon, ae date set to close datefalse
OppsStartDateEND_OPPS_NO_HANDOFF_RETURNING_ML_CREATEDON115003Opp handoff happened at opp creation date, ae date set to createdontrue
RevenueTypeND140012No matching logic, returning NDfalse
RevenueTypeONE_TIME_CROSS_SALE140005One Time product but history indicates Cross-Salefalse
RevenueTypeONE_TIME_FAMILY_HISTORY140004One Time: same_family_history > 0 or previous_history == 0false
RevenueTypeOVERRIDE_DOWNGRADE140002crm_name contains 'downgrade', overriding to Downgradefalse
RevenueTypeOVERRIDE_EXPANSION140003crm_name contains 'expansion', overriding to Expansionfalse
RevenueTypeOVERRIDE_RENEWAL140001crm_name contains 'renewal', overriding to Renewalfalse
RevenueTypeRECURRING_CROSS_SALE_DIFF_FAMILY140006Recurring: diff_family_history > 0 and no same familyfalse
RevenueTypeRECURRING_DOWNGRADE_WINDOW140009Recurring: qty decreased vs window sale, returning Downgradefalse
RevenueTypeRECURRING_EXPANSION_HISTORY140011Recurring: same_family_history > 0 but no window history, returning Expansionfalse
RevenueTypeRECURRING_EXPANSION_WINDOW140008Recurring: qty increased vs window sale, returning Expansionfalse
RevenueTypeRECURRING_INITIAL_SALE140007Recurring: no family and no diff family historyfalse
RevenueTypeRECURRING_RENEWAL_WINDOW140010Recurring: qty equal, returning Renewalfalse
SsrHistoryAdjDurationADJUSTED_DURATION_ENOUGH_ACTIVITY_CAPTURE_LEVEL_AND_MOST_DURATION_BY_OWNER133003Adjusted duration based on duration because owner activity capture level present and high enough and most activities are performed by the ownertrue
SsrHistoryAdjDurationADJUSTED_DURATION_ENOUGH_ACTIVITY_CAPTURE_LEVEL_BUT_MOST_DURATION_NOT_BY_OWNER133004Adjusted duration based on duration because owner activity capture level present and high enough but most activities are not performed by the ownerfalse
SsrHistoryAdjDurationADJUSTED_DURATION_NOT_ENOUGH_ACTIVITY_CAPTURE_LEVEL133001Adjusted duration based on expected duration because owner activity capture level not present or too lowfalse
SsrHistoryAdjDurationADJUSTED_DURATION_NOT_ENOUGH_ACTIVITY_CAPTURE_LEVEL_AND_USED_INDUSTRY_DEFAULT133002Adjusted duration based on expected duration from industry defaults because owner activity capture level not present or too low and not enough representative repsfalse
SsrHistoryEndLeadGenEND_ACCOUNTS_CRM_CREATEDON134002Lead createdon becomes the end datefalse
SsrHistoryEndLeadGenEND_LEADS_CRM_CREATEDON134001Lead createdon becomes the end datefalse
SsrHistoryEndPostSalesSupportRecycledEND_CHURNED_LAST_WON_OPP_PLUS_FULL_YEARS130001Postselling ends after a number of full years without existing customer selling opp creationfalse
SsrHistoryEndPostSalesSupportRecycledEND_PROSPECTING_LAST_LOST_NEW_LOGO_PLUS_FULL_YEARS130002Restarting prospecting ends after a number of full years without another new logo creationfalse
SsrHistoryOutcomeLeadGenOUTCOME_NEW_ACCOUNT_CREATED125002New account created, the the outcome is 'untouched' till activities performedfalse
SsrHistoryOutcomeLeadGenOUTCOME_NEW_LEAD_CREATED125001New lead created, the the outcome is 'untouched' till activities performedfalse
SsrHistoryOutcomePostSalesSupportOUTCOME_CHURNED128002Postselling failed: no existing customer selling opp created and activities stoppedfalse
SsrHistoryOutcomePostSalesSupportOUTCOME_EXISTING_CUSTOMER_SELLING_STARTED128001Postselling successful: existing customer selling opp is createdfalse
SsrHistoryOutcomeProspectingOUTCOME_ABANDONED_NO_MORE_ACTIVITES_IN_LEAD_ABANDONMENT_CYCLE126005Lead abandoned: no activities in lead abandonment cycle days since last touchedfalse
SsrHistoryOutcomeProspectingOUTCOME_IGNORED_NO_ACTIVITIES_IN_CREATEDON_PLUS_180_DAYS126001Lead ignored: no activity in 180 days since creationfalse
SsrHistoryOutcomeProspectingOUTCOME_LEAD_CONVERTED126004Lead convertedfalse
SsrHistoryOutcomeProspectingOUTCOME_LEAD_DISQUALIFIED126003Lead disqualifiedfalse
SsrHistoryOutcomeProspectingOUTCOME_PROSPECTING_ACTIVITY_RECORDED126002Lead prospecting started: first_touch is not Nonetrue
SsrHistoryOutcomeRecycledOUTCOME_PROSPECTING_RESTARTED_NEW_LOGO129001Restarting prospecting succeeded: another new logo createdfalse
SsrHistoryOutcomeRecycledOUTCOME_PROSPECTING_SELLING_ABANDONED129002Restarting prospecting failed: no more opps created and activities stoppedfalse
SsrHistoryOutcomeSellingOUTCOME_CRM_ISWON_FLAG_SET_FALSE127002Opp lost in CRMfalse
SsrHistoryOutcomeSellingOUTCOME_CRM_ISWON_FLAG_SET_TRUE127001Opp won in CRMfalse
SsrHistoryOwnershipLeadGenOWNERSHIP_ACCOUNTS_CRM_CREATOR132002Account CRM creator becomes the ownerfalse
SsrHistoryOwnershipLeadGenOWNERSHIP_LEADS_CRM_CREATOR132001Lead CRM creator becomes the ownerfalse
SsrHistoryOwnershipPostSalesSupportRecycledOWNERSHIP_ACCOUNTS_CRM_OPP_CREATOR_SELLING_STARTED_AT_OR_AFTER_OPP_CREATION131002Selling started at or after the CRM opp creation date, so the CRM creator of the opp becomes the ownerfalse
SsrHistoryOwnershipPostSalesSupportRecycledOWNERSHIP_ACCOUNTS_CRM_OWNER131001Account owner is the CRM ownerfalse
SsrHistoryOwnershipPostSalesSupportRecycledOWNERSHIP_ACCOUNTS_CRM_OWNER_OVERRIDDEN_BY_ACT_COUNT131003Account owner overridden by owner of the most activitiesfalse
SsrTypeACCOUNT_TYPE124003Returning account typetrue
SsrTypeNO_ACCOUNT_EXISTS124001No account present, only leadfalse
SsrTypeSALES_STEPS_PRESENT124002Account present, sales steps presentfalse
UsersGroupCRM_VALUE121007Value based on crm valuefalse
UsersGroupMANAGERS_GROUP121006Value based on user's manager's valuefalse
UsersGroupMORE_THAN_ONE_FUZZY_MATCH121003More than one value returned from a fuzzy match, unable to determine which one is correctfalse
UsersGroupNO_MATCH121005No exact match nor fuzzy match foundfalse
UsersGroupUNIQUE_EXACT_MATCH121001Exactly one value matched exactlytrue
UsersGroupUNIQUE_FUZZY_MATCH121002Exactly one value returned from a fuzzy matchfalse
UsersGroupUSER_OVERRIDE121004Group overriden by userfalse
UsersHrInfoFUZZY_MATCH120004Fuzzy match found for user's namefalse
UsersHrInfoMATCHED_EMAIL120002Exact match found for user's crm_emailfalse
UsersHrInfoMATCHED_FULLNAME120003Exact match found for user's crm_fname + crm_lnamefalse
UsersHrInfoNO_HR_FILE120001No hr file foundfalse
UsersHrInfoNO_MATCH120006Neither email nor full name matchedfalse
UsersHrInfoUSER_OVERRIDE120005User ID overriden by usertrue