Customer Lifecycle Executive Rollup

Customer Lifecycle Executive Rollup

The customer lifecycle executive rollup is the final R7 executive-safe packet for Managed and Enterprise customer lifecycle review. It aggregates the sanitized customer evidence intake, evidence room, handoff, operating review, renewal readiness, and renewal outcome closeout gates into one reviewable status record.

It does not publish customer names, pricing, contract terms, private notes, raw contracts, or raw evidence. Live customer material stays in the private customer evidence room.

Required Gates

• R7.1 customer live evidence intake
• R7.2 customer evidence-room closeout
• R7.3 customer closeout handoff
• R7.4 customer operating review
• R7.5 customer renewal and expansion readiness
• R7.6 customer renewal outcome closeout

Validate The Live Sanitized Packet

python3 scripts/validate_customer_lifecycle_rollup.py \
  --packet examples/customer-lifecycle-rollup/customer-lifecycle-rollup.live.sanitized.example.json \
  --require-live

CLI equivalent:

cavra release customer-lifecycle-rollup \
  --packet examples/customer-lifecycle-rollup/customer-lifecycle-rollup.live.sanitized.example.json \
  --require-live

Completion condition:

{
  "ready_for_customer_lifecycle_executive_rollup": true,
  "blocker_count": 0,
  "warning_count": 0
}