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docs(dealix): add Master Remaining Scope Map
https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
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salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md
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salesflow-saas/docs/MASTER_REMAINING_SCOPE_MAP.md
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# Master Remaining Scope Map — Dealix Tier-1 Completion
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> **Status**: Active
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> **Updated**: 2026-04-17
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> **Rule**: Core System = done. Remaining = Productization + Operability + Revenue Enablement.
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---
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## Summary of What's Done
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| Layer | Status |
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|-------|--------|
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| Governance docs (26+) | Done |
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| Backend models (3 Tier-1) | Done |
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| Backend services (6 Tier-1 + all real DB) | Done |
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| Backend APIs (8 Tier-1, all wired) | Done |
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| Frontend components (9 Tier-1, all wired to APIs) | Done |
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| Structured output schemas (17 Pydantic) | Done (defined, not yet enforced) |
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| Architecture brief (40/40) | Done |
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| Revenue activation docs | Done |
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| CODEOWNERS | Done |
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---
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## 1. Backend Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| Runtime enforcement inventory | Every endpoint needs approval_class + sensitivity + reversibility | Target |
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| Enforce ApprovalPacket schema on Class B actions | No free-form approval payloads | Target |
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| Auto-assemble evidence pack on deal close | Currently manual only | Target |
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| Wire LeadScoreCard to lead qualification agent | 17 schemas defined, 0 used | Target |
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| correlation_id propagation through OpenClaw gateway | Needed for trust audit trail | Target |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| Idempotency keys for all side-effect endpoints | Prevent duplicate actions on retry | Target |
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| Connector health probes (live WhatsApp/Stripe check) | Currently only tracks status, no probe | Target |
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| Telemetry: trace propagation + structured logs | Needed for production observability | Target |
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| Saudi compliance live validation (actual consent coverage check) | Currently seeds controls as PARTIAL | Target |
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### Strategic Later
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| Item | Why | Status |
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|------|-----|--------|
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| OPA policy engine | Replace/augment policy.py when rules exceed 50 | Watch |
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| OpenFGA authorization | When RBAC insufficient for relationship-based access | Watch |
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| Temporal for durable workflows | When partner/DD/signature flows need crash-proof execution | Watch |
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| Compensation/rollback logic | Required before Temporal adoption | Target |
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---
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## 2. Frontend Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| Loading/empty/error states for all 9 components | Professional UX | Partial |
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| Demo mode vs live mode indicator | Prevent confusion between demo and production | Target |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| Executive readability polish | Layout for CEO, not engineer | Partial |
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| Print/export modes for executive surfaces | Board pack export | Target |
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| Arabic/RTL typography polish | Professional Arabic rendering | Partial |
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| State badges for approval severity | Visual trust indicators | Target |
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### Strategic Later
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| Item | Why | Status |
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|------|-----|--------|
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| Role-personalized surfaces (CEO vs Operator vs Admin) | Different views per role | Target |
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| Timeline views for approvals and commitments | Historical decision tracking | Target |
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| Embedded playbooks in UI | Inline guidance for users | Target |
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---
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## 3. Documentation Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| Customer onboarding guide | For pilot clients | Partial (deployment guide exists) |
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| Admin setup guide | For client IT team | Target |
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| Executive quickstart | For CEO first use | Target |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| Operator guide | Day-to-day operations | Target |
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| FAQ (operational) | Common questions | Target |
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| Implementation checklist | Pre-deployment verification | Partial |
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### Strategic Later
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| Item | Why | Status |
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|------|-----|--------|
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| Deployment models document | Cloud/on-prem/hybrid options | Target |
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| Integration playbooks per connector | WhatsApp, Salesforce, Stripe setup | Partial |
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| Incident handbook | Production incident response | Target |
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---
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## 4. Marketing Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| One-line positioning | What Dealix is in one sentence | Partial (market-dominance-plan.md) |
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| ICP definition | Who to sell to | Done (FIRST_3_CLIENTS_PLAN.md) |
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| Why not CRM / RPA / copilot | Competitive differentiation | Done (market-dominance-plan.md) |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| Homepage copy | Public website | Target |
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| Trust/compliance page | Enterprise buyer requirement | Target |
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| Saudi/GCC readiness page | Regional differentiation | Target |
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| Use-case pages | Sector-specific value | Partial (presentations exist) |
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### Strategic Later
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| Item | Why | Status |
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|------|-----|--------|
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| Industry pages | Vertical GTM | Target |
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| Category creation narrative | Thought leadership | Target |
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| Analyst positioning pack | For Gartner/Forrester | Target |
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---
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## 5. Sales Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| Pilot scope template | For first 3 clients | Done (FIRST_3_CLIENTS_PLAN.md) |
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| Demo script | Executive simulation | Done (FIRST_3_CLIENTS_PLAN.md) |
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| Pricing sheet | 3-tier pricing | Done (FIRST_3_CLIENTS_PLAN.md) |
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| Outreach scripts | WhatsApp/LinkedIn/Email | Done (whatsapp-sequences.json) |
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| Objection handling | Common objections + responses | Done (FIRST_3_CLIENTS_PLAN.md) |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| ROI calculator | Quantified value for prospects | Target |
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| Security/compliance brief | For enterprise procurement | Partial |
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| Case study template | After first pilot | Done (FIRST_3_CLIENTS_PLAN.md) |
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---
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## 6. Customer Success Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| Kickoff checklist | First day with client | Done (LIVE_DEPLOYMENT_GUIDE.md) |
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| First 14 days success plan | Pilot monitoring | Done (LIVE_DEPLOYMENT_GUIDE.md) |
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| Post-pilot conversion script | Convert to paid | Done (FIRST_3_CLIENTS_PLAN.md) |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| Weekly adoption review | Ongoing engagement | Partial |
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| Monthly ROI review | Value demonstration | Target |
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| Support severity model | SLA for client support | Target |
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---
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## 7. Release Remaining
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### Must Now
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| Item | Why | Status |
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|------|-----|--------|
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| CI backend tests passing | Current blocker | In Progress (pinned deps) |
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| Architecture brief in CI | Governance gate | Done (in CI YAML) |
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| CODEOWNERS enforced | Protect sensitive paths | Done |
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### Should Next
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| Item | Why | Status |
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|------|-----|--------|
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| Branch protection on main | Prevent direct push | Target (GitHub settings) |
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| Required CI checks | Block merge on failure | Target (GitHub settings) |
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| Secret scanning | Prevent credential leaks | Target (GitHub settings) |
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| Release readiness matrix as PR gate | Block RC without evidence | Target |
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### Strategic Later
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| Item | Why | Status |
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|------|-----|--------|
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| OIDC for cloud access | Eliminate long-lived secrets | Watch |
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| Artifact attestations | Build provenance | Watch |
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| Canary deployment | Gradual rollout | Target |
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| Audit log streaming | Long-term retention | Target |
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---
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## Priority Summary
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### 🔴 Must Fix Now (blocks launch/sale)
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1. CI backend tests passing
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2. Runtime enforcement on Class B paths
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3. Schema enforcement on approval/evidence outputs
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4. Auto-assemble evidence on deal close
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### 🟡 Should Do Next (improves quality/trust)
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5. Frontend loading/empty/error states
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6. Telemetry + correlation propagation
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7. Connector live health probes
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8. Saudi compliance live validation
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9. Branch protection + required checks
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### 🟢 Strategic Later (expands market/moat)
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10. OPA/OpenFGA/Temporal adoption
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11. Role-personalized surfaces
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12. Industry GTM pages
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13. OIDC + artifact attestations
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14. Renewal/expansion automation
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