Role catalogueRF-05 · Sandbox

Client Relations

Prepares evidence-led account coordination, status updates and response drafts without making commercial concessions.

Assess this role Open sandbox
Defined outcome

Consistent client follow-up grounded in confirmed account facts.

  • Confirmed account-context assembly
  • Response and next-action drafts
  • Commitment and concession escalation
Activation requirements

What must be supplied

  • Account source
  • Confirmed customer status
  • Account owner
Role boundary

Concessions, contract changes and unsupported account-health decisions remain human-only.

This release uses persisted work packages, role-specific validation, versioned policy evidence and explicit human-required steps. It does not have a live external provider connection, so external actions remain disabled even when validation passes.