Relationship Admin Flow

Pillar 4 of 11 · Customer + Vendor + Contact lookup · Salesperson rosters · 7 tools · Single-model

01 User Input 02 Routing 03 Tool Layer 04 Entity Sources 05 Response User Question "Who's the rep at Driscoll?" Pillar = relationship_admin R85 ROLE_FILTERS · contact scope Intent classifier contact_lookup · vendor_price_ripple Decision Few-shot R89 · relationship precedents Guardrails PII gate (contacts are PII) list_contacts + get_annotation get_customer_price + _validated + get_vendor_active_cost list_vendor_ dependencies + list_active_programs customers (NS) fuzzy-name match vendors (NS) vendor profile contacts (NS) + customer_pricing_proposed Citations API entity click-through (R50/R51) Response contact card + history ai_audit_log + chat_messages Legend User UI Worker / agent D1 table / store CF binding Tool / action External system Policy / gate

Tools available (7)

  • • list_contacts
  • • get_customer_price + _with_validation
  • • get_vendor_active_cost
  • • list_active_programs
  • • get_annotation
  • • list_vendor_dependencies

Use cases

  • • Salesperson lookup at a customer
  • • Vendor profile + active programs
  • • Contact roster for entity
  • • Cross-reference: who do we pay for X?

Privacy

  • • Contacts are PII — guardrail enforced
  • • Phone/email surfaced only in chat (not logs)
  • • ai_audit_log redacts PII fields

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