Complete grading specification
{
"type": "tool_trace",
"config": {
"check_version": 2,
"today": "2026-09-14",
"assertions": [
{
"type": "field_equals",
"tool": "update_crm_row",
"path": "result.ok",
"value": true,
"check_id": "morgan_198_00",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.id",
"value": "crm_1785284617707",
"tool": "update_crm_row",
"check_id": "morgan_198_01",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_llm_judge",
"path": "result.row.notes",
"criterion": "Adds that the January 15, 2026 touch was operating-only and explicitly says it opened no data room, market-warming list, investor packet, or financing process. Requires all four exclusions. Does not overwrite or contradict the later September instruction.",
"tool": "update_crm_row",
"check_id": "morgan_198_02",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.name",
"value": "Northstar Ventures",
"tool": "update_crm_row",
"check_id": "morgan_198_03",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.status",
"value": "warm_later_after_sep18_read_no_active_process",
"tool": "update_crm_row",
"check_id": "morgan_198_04",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.next_touch_date",
"value": "after the Sep 18 read, only if re-engagement is explicitly chosen",
"tool": "update_crm_row",
"check_id": "morgan_198_05",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.trigger_condition",
"value": "Re-engage only if explicitly chosen after the Sep 18 operating-posture read; until then there is no active process, no data-room touch, and no diligence slot reservation.",
"tool": "update_crm_row",
"check_id": "morgan_198_06",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_equals",
"path": "result.row.tags",
"value": [
"investor",
"b-round",
"northstar",
"narrow-short-list",
"no-data-room",
"aug21-panel-declined",
"no-september-hold"
],
"tool": "update_crm_row",
"check_id": "morgan_198_07",
"action_id": "morgan_198_update_crm_row"
},
{
"type": "field_regex",
"path": "result.row.notes",
"pattern": "^Aug\\ 21:\\ Sofia\\ declined\\ the\\ September\\ 9\\ AI\\-infrastructure\\ breakfast/update\\ ask\\.\\ No\\ data\\ room,\\ no\\ September\\ hold,\\ no\\ customer\\-facing\\ Compass\\ packet,\\ and\\ no\\ Series\\ C\\ market\\-warming\\ from\\ the\\ owner\\-lane\\ read\\.\\ Sep\\ 11:\\ Northstar\\ asked\\ whether\\ to\\ reserve\\ an\\ early\\ diligence\\ slot\\ or\\ get\\ a\\ lightweight\\ data\\-room\\ touch\\ before\\ partners\\ travel\\ after\\ hearing\\ there\\ is\\ a\\ Sep\\ 18\\ Q3\\ operating\\-posture\\ read\\.\\ Keep\\ warm\\-later\\ only\\.\\ No\\ active\\ September\\ process,\\ no\\ data\\-room\\ touch,\\ and\\ no\\ diligence\\ slot\\ reservation\\ unless\\ re\\-engagement\\ is\\ explicitly\\ chosen\\ after\\ the\\ read\\.\\s+\\S",
"tool": "update_crm_row",
"check_id": "morgan_198_08",
"action_id": "morgan_198_update_crm_row"
}
]
}
}